Brooks Moore & Associates Inc. Takes Position in Dollar Tree, Inc. $DLTR

Brooks Moore & Associates Inc. acquired a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to its most recent filing with the SEC. The institutional investor acquired 9,575 shares of the company’s stock, valued at approximately $1,102,000.

Several other hedge funds have also modified their holdings of DLTR. Cullen Frost Bankers Inc. acquired a new position in Dollar Tree during the fourth quarter worth approximately $25,000. Reflection Asset Management acquired a new position in shares of Dollar Tree in the 4th quarter valued at $25,000. Covestor Ltd boosted its holdings in shares of Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock valued at $27,000 after purchasing an additional 84 shares during the last quarter. Basecamp Wealth Advisors LLC grew its stake in shares of Dollar Tree by 59.9% during the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares during the period. Finally, EFG International AG purchased a new stake in shares of Dollar Tree during the 2nd quarter valued at $30,000. 97.40% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

DLTR has been the topic of several research reports. BMO Capital Markets increased their target price on Dollar Tree from $90.00 to $98.00 and gave the stock an “underperform” rating in a research report on Tuesday, August 11th. Morgan Stanley boosted their price target on Dollar Tree from $126.00 to $130.00 and gave the company an “equal weight” rating in a research report on Friday, May 29th. Sanford C. Bernstein upped their price target on Dollar Tree from $124.00 to $127.00 and gave the stock a “market perform” rating in a research note on Friday, July 31st. Truist Financial raised their price objective on Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a report on Tuesday. Finally, Weiss Ratings raised Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, June 18th. Ten research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and four have given a Sell rating to the company’s stock. According to MarketBeat, Dollar Tree currently has an average rating of “Hold” and a consensus price target of $125.27.

Dollar Tree Stock Performance

NASDAQ:DLTR opened at $127.00 on Friday. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84. The firm has a market capitalization of $24.41 billion, a price-to-earnings ratio of 19.84, a PEG ratio of 1.51 and a beta of 0.64. The firm’s fifty day simple moving average is $125.70 and its 200 day simple moving average is $114.67. Dollar Tree, Inc. has a twelve month low of $84.71 and a twelve month high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. During the same period in the prior year, the company earned $0.77 EPS. The firm’s revenue was up 7.0% on a year-over-year basis. 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 expect that Dollar Tree, Inc. will post 6.99 earnings per share for the current fiscal year.

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

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

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.