Corient Private Wealth LP Acquires Shares of 584,935 Dollar Tree, Inc. $DLTR

Corient Private Wealth LP bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 584,935 shares of the company’s stock, valued at approximately $20,366,000. Corient Private Wealth LP owned 0.30% of Dollar Tree at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Cetera Investment Advisers boosted its stake in shares of Dollar Tree by 0.4% during the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock worth $2,635,000 after purchasing an additional 79 shares during the period. Optimize Financial Inc raised its position in Dollar Tree by 1.4% in the 4th quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock worth $738,000 after purchasing an additional 84 shares during the period. Covestor Ltd raised its position in Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares during the period. Root Financial Partners LLC lifted its stake in Dollar Tree by 27.6% in the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock worth $48,000 after purchasing an additional 85 shares during the last quarter. Finally, Deseret Mutual Benefit Administrators lifted its stake in Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock worth $149,000 after purchasing an additional 86 shares during the last quarter. Institutional investors own 97.40% of the company’s stock.

More Dollar Tree News

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Analyst Ratings Changes

A number of research analysts have recently commented on the company. JPMorgan Chase & Co. upped their target price on Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Freedom Capital lowered Dollar Tree from a “strong-buy” rating to a “hold” rating in a research note on Thursday, May 28th. Deutsche Bank Aktiengesellschaft boosted their price objective on Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a report on Thursday, June 4th. Jefferies Financial Group raised Dollar Tree from a “moderate sell” rating to a “buy” rating in a research report on Wednesday, July 8th. Finally, Truist Financial increased their target price on Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday. Ten investment analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Dollar Tree currently has a consensus rating of “Hold” and an average target price of $129.18.

Dollar Tree Stock Up 1.0%

Shares of NASDAQ:DLTR opened at $128.26 on Friday. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40. The stock has a market cap of $24.65 billion, a P/E ratio of 15.66, a price-to-earnings-growth ratio of 1.39 and a beta of 0.64. The business’s 50 day moving average is $126.03 and its 200 day moving average is $114.77. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR) last issued its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The business had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the previous year, the company posted $0.77 EPS. Dollar Tree’s revenue was up 7.0% on a year-over-year basis. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. Sell-side analysts predict that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its board has authorized a share buyback program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to repurchase up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s board of directors believes its shares are undervalued.

About Dollar Tree

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company’s stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree’s merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.