Cardinal Point Capital Management ULC Acquires New Position in Dollar Tree, Inc. $DLTR

Cardinal Point Capital Management ULC acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 4,210 shares of the company’s stock, valued at approximately $480,000.

A number of other institutional investors and hedge funds have also modified their holdings of DLTR. Basecamp Wealth Advisors LLC raised its stake in shares of Dollar Tree by 59.9% in the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC boosted its stake in Dollar Tree by 80.1% during the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after buying an additional 117 shares in the last quarter. Valeo Financial Advisors LLC boosted its stake in Dollar Tree by 3.5% during the second quarter. Valeo Financial Advisors LLC now owns 3,475 shares of the company’s stock worth $420,000 after buying an additional 118 shares in the last quarter. IFM Investors Pty Ltd increased its holdings in Dollar Tree by 0.3% in the 1st quarter. IFM Investors Pty Ltd now owns 39,090 shares of the company’s stock valued at $4,281,000 after buying an additional 125 shares during the period. Finally, Burney Co. increased its holdings in Dollar Tree by 1.9% in the 1st quarter. Burney Co. now owns 7,663 shares of the company’s stock valued at $839,000 after buying an additional 145 shares during the period. 97.40% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on DLTR shares. Loop Capital upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating and increased their price objective for the company from $130.00 to $140.00 in a research note on Thursday, October 1st. Weiss Ratings raised shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 28th. Wall Street Zen upgraded shares of Dollar Tree from a “hold” rating to a “buy” rating in a research report on Saturday, August 22nd. Sanford C. Bernstein reiterated a “market perform” rating and set a $130.00 target price on shares of Dollar Tree in a research report on Friday, August 28th. Finally, Guggenheim upped their target price on shares of Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Eleven research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $133.14.

Insider Transactions at Dollar Tree

In other news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the completion of the sale, the director owned 4,089 shares of the company’s stock, valued at approximately $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction that occurred on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the transaction, the insider owned 24,820 shares of the company’s stock, valued at $3,127,568.20. This trade represents a 9.15% decrease in their position. The disclosure for this sale is available in the SEC filing. 7.10% of the stock is owned by insiders.

Dollar Tree Stock Up 0.4%

Shares of NASDAQ:DLTR opened at $125.48 on Thursday. Dollar Tree, Inc. has a 52 week low of $85.88 and a 52 week high of $142.40. 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’s fifty day moving average is $122.04 and its 200-day moving average is $115.19. The company has a market capitalization of $23.54 billion, a PE ratio of 15.32, a P/E/G ratio of 1.16 and a beta of 0.71.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $1.15 by $1.55. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The firm’s quarterly revenue was up 7.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.77 EPS. 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. Equities research analysts predict that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

Dollar Tree announced that its board has approved a share buyback program on Thursday, July 2nd that allows the company to buy back $2.50 billion in shares. This buyback authorization allows the company to reacquire up to 10.7% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

Dollar Tree Company Profile

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.