90,704 Shares in Dollar Tree, Inc. $DLTR Purchased by The Manufacturers Life Insurance Company

The Manufacturers Life Insurance Company acquired a new position in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 90,704 shares of the company’s stock, valued at approximately $10,971,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Cullen Frost Bankers Inc. purchased a new position in Dollar Tree during the 4th quarter valued at about $25,000. Reflection Asset Management bought a new position in shares of Dollar Tree in the fourth quarter worth about $25,000. Covestor Ltd increased its position in Dollar Tree by 60.9% in the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares during the last quarter. Basecamp Wealth Advisors LLC lifted its stake in shares of Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after purchasing an additional 97 shares during the last quarter. Finally, Wilkerson Advisory Group LLC increased its stake in Dollar Tree by 80.1% in the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after buying an additional 117 shares during the period. Institutional investors own 97.40% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have commented on the company. Morgan Stanley increased their price target on Dollar Tree from $130.00 to $145.00 and gave the company an “equal weight” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft lifted their target price on Dollar Tree from $99.00 to $102.00 and gave the company a “hold” rating in a research report on Thursday, June 4th. JPMorgan Chase & Co. upped their price objective on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. Benchmark started coverage on shares of Dollar Tree in a report on Wednesday, July 8th. They set a “hold” rating on the stock. Finally, Barclays lowered Dollar Tree from an “overweight” rating to a “strong sell” rating in a research note on Wednesday, July 8th. Ten analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $129.18.

Dollar Tree News Summary

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

Dollar Tree Trading Up 1.0%

NASDAQ DLTR opened at $128.26 on Friday. The company has a market capitalization of $24.65 billion, a PE ratio of 15.66, a price-to-earnings-growth ratio of 1.40 and a beta of 0.64. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The firm’s fifty day simple moving average is $126.03 and its 200-day simple moving average is $114.77. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the previous year, the firm posted $0.77 earnings per share. Dollar Tree’s 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, sell-side analysts anticipate that Dollar Tree, Inc. will post 7.13 earnings per share for the current fiscal year.

Dollar Tree announced that its Board of Directors has authorized a stock repurchase program on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the company to reacquire up to 10.7% of its shares through open market purchases. Shares repurchase programs are typically an indication that the company’s leadership believes its stock is undervalued.

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.