Vise Technologies Inc. Invests $518,000 in Dollar Tree, Inc. $DLTR

Vise Technologies Inc. acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 4,282 shares of the company’s stock, valued at approximately $518,000.

Other institutional investors have also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in Dollar Tree in the second quarter valued at about $2,643,741,000. Pzena Investment Management LLC purchased a new stake in shares of Dollar Tree during the 2nd quarter worth about $1,176,661,000. Alliancebernstein L.P. raised its stake in shares of Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after purchasing an additional 2,393,172 shares in the last quarter. Norges Bank acquired a new stake in shares of Dollar Tree during the 4th quarter valued at about $260,858,000. Finally, AQR Capital Management LLC lifted its holdings in shares of Dollar Tree by 906.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock valued at $124,973,000 after buying an additional 1,148,649 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on the company. Freedom Capital downgraded Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, May 28th. Bank of America reiterated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Piper Sandler dropped their price target on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research note on Tuesday, May 26th. Wall Street Zen upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Barclays lowered shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a research note on Wednesday, July 8th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $123.41.

Dollar Tree Trading Up 4.0%

NASDAQ:DLTR opened at $136.75 on Tuesday. The company’s 50 day moving average is $124.40 and its 200-day moving average is $114.47. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. Dollar Tree, Inc. has a 12 month low of $84.71 and a 12 month high of $142.40. The firm has a market cap of $26.28 billion, a price-to-earnings ratio of 21.37, a P/E/G ratio of 1.50 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. During the same period in the prior year, the firm earned $1.26 EPS. Dollar Tree’s quarterly revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Equities analysts anticipate that Dollar Tree, Inc. will post 7.02 EPS for the current year.

Dollar Tree announced that its Board of Directors has initiated a stock buyback plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to purchase up to 10.7% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s board believes its stock is undervalued.

Dollar Tree Profile

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.