14,538 Shares in Dollar Tree, Inc. $DLTR Acquired by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. acquired a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 14,538 shares of the company’s stock, valued at approximately $1,758,000.

A number of other large investors have also bought and sold shares of DLTR. Algert Global LLC raised its position in shares of Dollar Tree by 17.9% in the second quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after purchasing an additional 10,547 shares during the period. Wealthfront Advisers LLC boosted its holdings in Dollar Tree by 13.7% in the 1st quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after buying an additional 9,288 shares during the period. Hanseatic Management Services Inc. bought a new position in Dollar Tree in the 1st quarter worth approximately $950,000. Arrowstreet Capital Limited Partnership grew its stake in Dollar Tree by 4.7% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock valued at $224,106,000 after buying an additional 81,695 shares in the last quarter. Finally, AMG National Trust Bank bought a new stake in Dollar Tree during the 2nd quarter valued at $2,257,000. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Price Performance

Dollar Tree stock opened at $128.26 on Friday. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The business has a 50-day simple moving average of $126.03 and a 200 day simple moving average of $114.77. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The stock has a market cap of $24.65 billion, a price-to-earnings ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, beating the consensus estimate of $1.15 by $1.55. The firm had revenue of $4.89 billion for the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The company’s revenue was up 7.0% compared to the same quarter last year. During the same quarter last year, the firm posted $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. On average, research analysts forecast that Dollar Tree, Inc. will post 7.13 earnings per share for the current fiscal year.

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

Analyst Ratings Changes

Several equities research analysts have issued reports on DLTR shares. Wells Fargo & Company increased their target price on Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research report on Monday, August 17th. The Goldman Sachs Group cut Dollar Tree from a “neutral” rating to a “hold” rating in a report on Wednesday, July 8th. Weiss Ratings raised Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, June 18th. JPMorgan Chase & Co. upped their price target on Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research report on Monday, July 6th. Finally, Guggenheim increased their price target on shares of Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday. Ten analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $129.18.

Dollar Tree News Roundup

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

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

About Dollar Tree

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.