Evercore ISI Upgrades Dollar Tree (NASDAQ:DLTR) to “Hold”

Dollar Tree (NASDAQ:DLTR) was upgraded by equities research analysts at Evercore ISI to a “hold” rating in a research note issued on Tuesday,Zacks.com reports.

A number of other equities analysts have also weighed in on DLTR. Barclays increased their target price on Dollar Tree from $136.00 to $149.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Bank of America increased their price objective on Dollar Tree from $75.00 to $85.00 and gave the stock an “underperform” rating in a research report on Thursday, December 4th. UBS Group boosted their target price on shares of Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a research report on Thursday, December 4th. Morgan Stanley raised their price target on shares of Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 15th. Finally, Sanford C. Bernstein boosted their price objective on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a report on Monday, January 5th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat.com, Dollar Tree presently has a consensus rating of “Hold” and an average target price of $122.10.

Dollar Tree Stock Performance

Dollar Tree stock traded up $4.23 during mid-day trading on Tuesday, hitting $123.83. 3,085,305 shares of the company’s stock traded hands, compared to its average volume of 3,189,759. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22. The firm has a 50 day simple moving average of $125.54 and a two-hundred day simple moving average of $111.22. Dollar Tree has a fifty-two week low of $61.80 and a fifty-two week high of $142.40. The stock has a market cap of $24.62 billion, a price-to-earnings ratio of -9.21, a P/E/G ratio of 1.55 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share for the quarter, beating the consensus estimate of $1.09 by $0.12. The company had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The company’s revenue was up 9.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.12 earnings per share. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. On average, research analysts expect that Dollar Tree will post 5.39 EPS for the current fiscal year.

Insider Transactions at Dollar Tree

In other Dollar Tree news, insider Brent A. Beebe sold 2,200 shares of the company’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the sale, the insider directly owned 13,740 shares in the company, valued at $1,712,691. This represents a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 6.60% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of DLTR. Cullen Frost Bankers Inc. acquired a new stake in shares of Dollar Tree in the 4th quarter valued at approximately $25,000. Covestor Ltd lifted its stake in Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares during the last quarter. Root Financial Partners LLC acquired a new stake in Dollar Tree in the third quarter valued at approximately $29,000. YANKCOM Partnership bought a new stake in shares of Dollar Tree during the fourth quarter worth $31,000. Finally, Elyxium Wealth LLC acquired a new position in shares of Dollar Tree during the fourth quarter worth $34,000. Institutional investors own 97.40% of the company’s stock.

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.