Canada Pension Plan Investment Board Makes New $41.29 Million Investment in Dollar Tree, Inc. $DLTR

Canada Pension Plan Investment Board acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 341,353 shares of the company’s stock, valued at approximately $41,287,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. NewEdge Advisors LLC lifted its position in shares of Dollar Tree by 3,237.4% during the 1st quarter. NewEdge Advisors LLC now owns 13,750 shares of the company’s stock worth $1,032,000 after purchasing an additional 13,338 shares during the last quarter. Woodline Partners LP increased its holdings in Dollar Tree by 40.7% in the first quarter. Woodline Partners LP now owns 17,078 shares of the company’s stock valued at $1,282,000 after buying an additional 4,941 shares during the last quarter. Focus Partners Wealth increased its holdings in Dollar Tree by 2.0% in the first quarter. Focus Partners Wealth now owns 10,646 shares of the company’s stock valued at $799,000 after buying an additional 213 shares during the last quarter. Sivia Capital Partners LLC acquired a new stake in Dollar Tree in the second quarter valued at $257,000. Finally, CW Advisors LLC acquired a new stake in Dollar Tree in the second quarter valued at $264,000. 97.40% of the stock is currently owned by institutional investors and hedge funds.

Dollar Tree Stock Performance

Shares of Dollar Tree stock opened at $127.00 on Friday. 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 12 month low of $84.71 and a 12 month high of $142.40. The stock 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 company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39.

Dollar Tree (NASDAQ:DLTR) last issued 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 quarter in the prior year, the business earned $0.77 EPS. Dollar Tree’s quarterly 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 analysts forecast that Dollar Tree, Inc. will post 6.99 earnings per share for the current year.

Dollar Tree declared that its board has initiated a share buyback program on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in outstanding shares. This buyback authorization authorizes the company to buy up to 10.7% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership 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

Analysts Set New Price Targets

Several research analysts have recently issued reports on DLTR shares. Jefferies Financial Group raised Dollar Tree from a “moderate sell” rating to a “buy” rating in a research report on Wednesday, July 8th. Gordon Haskett raised Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price on the stock in a research report on Thursday, June 4th. UBS Group restated a “buy” rating on shares of Dollar Tree in a research note on Monday, August 17th. The Goldman Sachs Group cut Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Finally, Raymond James Financial raised Dollar Tree from a “market perform” rating to an “outperform” rating and set a $140.00 price target for the company in a report on Wednesday, July 8th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have assigned a Sell rating to the company. According to data from MarketBeat, Dollar Tree has a consensus rating of “Hold” and an average target price of $125.27.

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.