VMS Asset Management Limited Makes New Investment in Dollar Tree, Inc. $DLTR

VMS Asset Management Limited purchased a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund purchased 46,520 shares of the company’s stock, valued at approximately $5,722,000. Dollar Tree accounts for about 2.2% of VMS Asset Management Limited’s portfolio, making the stock its 21st biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DLTR. Optimize Financial Inc raised its stake in shares of Dollar Tree by 1.4% during the 4th quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock valued at $738,000 after buying an additional 84 shares during the last quarter. Covestor Ltd raised its stake in shares of Dollar Tree by 60.9% during the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after buying an additional 84 shares during the last quarter. Root Financial Partners LLC raised its stake in shares of Dollar Tree by 27.6% during the 4th quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock valued at $48,000 after buying an additional 85 shares during the last quarter. Deseret Mutual Benefit Administrators raised its stake in shares of Dollar Tree by 7.7% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock valued at $149,000 after buying an additional 86 shares during the last quarter. Finally, Cary Street Partners Investment Advisory LLC raised its stake in shares of Dollar Tree by 20.3% during the 3rd quarter. Cary Street Partners Investment Advisory LLC now owns 563 shares of the company’s stock valued at $53,000 after buying an additional 95 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Price Performance

Shares of Dollar Tree stock opened at $109.27 on Friday. 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 twelve month low of $84.71 and a twelve month high of $142.40. The business has a 50-day moving average price of $101.06 and a 200 day moving average price of $114.23. The firm has a market cap of $21.00 billion, a PE ratio of 17.07, a P/E/G ratio of 1.38 and a beta of 0.66.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. During the same quarter in the previous year, the business earned $1.26 EPS. Dollar Tree’s revenue for the quarter 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. Sell-side analysts predict that Dollar Tree, Inc. will post 6.96 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the company. Citigroup reduced their price objective on Dollar Tree from $132.00 to $125.00 and set a “neutral” rating for the company in a research note on Tuesday, March 17th. Truist Financial reduced their price objective on Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a research note on Wednesday, May 27th. Jefferies Financial Group reiterated an “underperform” rating and set a $85.00 price objective on shares of Dollar Tree in a research note on Friday, May 29th. Weiss Ratings lowered Dollar Tree from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday. Finally, Bank of America reiterated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Eight research analysts have rated the stock with a Buy rating, ten have given a Hold rating and six have given a Sell rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $119.48.

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.