Jupiter Asset Management Ltd. Lowers Position in Dollar Tree, Inc. $DLTR

Jupiter Asset Management Ltd. reduced its stake in Dollar Tree, Inc. (NASDAQ:DLTR) by 83.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 212,794 shares of the company’s stock after selling 1,046,192 shares during the quarter. Jupiter Asset Management Ltd.’s holdings in Dollar Tree were worth $26,176,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. EdgePoint Investment Group Inc. raised its position in Dollar Tree by 2.9% in the 3rd quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company’s stock valued at $1,051,110,000 after buying an additional 312,382 shares during the last quarter. State Street Corp raised its position in Dollar Tree by 3.5% in the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock valued at $889,141,000 after buying an additional 319,938 shares during the last quarter. Primecap Management Co. CA raised its position in Dollar Tree by 6.8% in the 3rd quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock valued at $395,792,000 after buying an additional 268,539 shares during the last quarter. Alliancebernstein L.P. raised its position in Dollar Tree by 4.8% in the 3rd quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company’s stock valued at $370,552,000 after buying an additional 180,364 shares during the last quarter. Finally, Invesco Ltd. raised its position in Dollar Tree by 6.6% in the 3rd quarter. Invesco Ltd. now owns 2,679,797 shares of the company’s stock valued at $252,892,000 after buying an additional 165,732 shares during the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Trading Up 3.0%

Shares of Dollar Tree stock opened at $116.44 on Friday. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The firm has a market cap of $22.67 billion, a PE ratio of 18.19, a P/E/G ratio of 1.40 and a beta of 0.61. The stock has a fifty day moving average price of $100.73 and a 200-day moving average price of $114.02. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.29.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.21. The company had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Equities research analysts anticipate that Dollar Tree, Inc. will post 6.79 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts recently commented on DLTR shares. Barclays lowered their price target on Dollar Tree from $149.00 to $131.00 and set an “overweight” rating for the company in a research report on Tuesday. BNP Paribas Exane raised their target price on Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a research report on Friday. The Goldman Sachs Group decreased their target price on Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a research report on Friday. Sanford C. Bernstein raised their target price on Dollar Tree from $115.00 to $124.00 and gave the company a “market perform” rating in a research report on Friday. Finally, Wall Street Zen lowered Dollar Tree from a “buy” rating to a “hold” rating in a research report on Sunday, April 19th. Eight analysts have rated the stock with a Buy rating, nine have issued a Hold rating and six have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $119.90.

Dollar Tree News Roundup

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

• Positive Sentiment: Dollar Tree reported first-quarter EPS of $1.74, beating expectations, with revenue of $4.98 billion also slightly ahead of forecasts. The company said demand remained solid as consumers continued trading down to value retailers. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: Management raised FY2026 EPS guidance to $6.70-$7.10, above consensus, and also guided revenue higher than analysts expected, signaling better profitability and momentum ahead. Dollar Tree raises its annual profit forecast
• Positive Sentiment: The company’s new DoorDash partnership adds a growth angle by making Dollar Tree products available for on-demand delivery, which could help broaden customer access and boost sales. Dollar Tree Is Now On DoorDash
• Neutral Sentiment: Several analysts lifted price targets after the report, but ratings remained mixed, with upgrades in valuation expectations offset by continued caution from firms that still see limited upside at current levels. Goldman Sachs Adjusts Price Target on Dollar Tree
• Neutral Sentiment: Goldman Sachs kept a Sell rating, and other firms such as BNP Paribas Exane and Jefferies also stayed bearish, citing traffic and margin sustainability concerns despite the earnings beat. Corey Tarlowe Maintains Sell on Dollar Tree
• Negative Sentiment: Goldman Sachs and BNP Paribas Exane still see downside from the current price, and Goldman’s latest target cut reinforces the view that some analysts think the stock has moved ahead of fundamentals after the sharp post-earnings rally. Goldman Sachs Adjusts Price Target on Dollar Tree

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.