United Capital Financial Advisors LLC Acquires Shares of 5,971 Dollar Tree, Inc. $DLTR

United Capital Financial Advisors LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor bought 5,971 shares of the company’s stock, valued at approximately $722,000.

A number of other institutional investors also recently modified their holdings of the stock. Cetera Investment Advisers increased its stake in shares of Dollar Tree by 0.4% in the fourth quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock worth $2,635,000 after acquiring an additional 79 shares during the last quarter. Optimize Financial Inc boosted its position in Dollar Tree by 1.4% during the fourth quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock valued at $738,000 after purchasing an additional 84 shares during the last quarter. Covestor Ltd grew its stake in Dollar Tree by 60.9% in the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares in the last quarter. Root Financial Partners LLC grew 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 valued at $48,000 after purchasing an additional 85 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators increased its position in Dollar Tree by 7.7% in the 4th 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 and hedge funds own 97.40% of the company’s stock.

Trending Headlines about Dollar Tree

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

Dollar Tree Stock Performance

DLTR opened at $128.26 on Monday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.39 and a current ratio of 1.13. The company has a market cap of $24.07 billion, a PE ratio of 15.66, a price-to-earnings-growth ratio of 1.32 and a beta of 0.64. The stock has a 50-day moving average of $126.03 and a 200-day moving average of $114.71. Dollar Tree, Inc. has a 52-week low of $84.71 and a 52-week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data 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 for the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the business earned $0.77 EPS. The firm’s revenue was up 7.0% compared to the same quarter last year. 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. As a group, equities research analysts forecast that Dollar Tree, Inc. will post 7.13 earnings per share for the current fiscal year.

Dollar Tree announced that its Board of Directors has authorized a share buyback program on Thursday, July 2nd that permits the company to repurchase $2.50 billion in shares. This repurchase authorization permits the company to repurchase up to 10.7% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on DLTR shares. Gordon Haskett upgraded Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 price target for the company in a report on Thursday, June 4th. BMO Capital Markets restated a “market perform” rating and issued a $135.00 price objective on shares of Dollar Tree in a report on Friday. Truist Financial raised their price objective on shares of Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. Benchmark started coverage on shares of Dollar Tree in a research note on Wednesday, July 8th. They issued a “hold” rating for the company. Finally, Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, August 22nd. Ten research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $129.18.

Dollar Tree Company 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.