Loring Wolcott & Coolidge Fiduciary Advisors LLP MA Makes New $684,000 Investment in Dollar Tree, Inc. $DLTR

Loring Wolcott & Coolidge Fiduciary Advisors LLP MA bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor bought 6,000 shares of the company’s stock, valued at approximately $684,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Algert Global LLC lifted its stake in shares of Dollar Tree by 17.9% during the 2nd quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after buying an additional 10,547 shares in the last quarter. 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. Bank of New York Mellon Corp bought a new position in Dollar Tree in the 2nd quarter worth approximately $110,626,000. Sequoia Financial Advisors LLC grew its stake in Dollar Tree by 155.7% in the 2nd quarter. Sequoia Financial Advisors LLC now owns 32,295 shares of the company’s stock valued at $3,906,000 after buying an additional 19,665 shares in the last quarter. Finally, Empirical Finance LLC grew its stake in Dollar Tree by 983.9% in the 2nd quarter. Empirical Finance LLC now owns 79,398 shares of the company’s stock valued at $9,455,000 after buying an additional 72,073 shares in the last quarter. Hedge funds and other institutional investors own 97.40% of the company’s stock.

Insider Activity at Dollar Tree

In other news, insider Robert Aflatooni sold 2,500 shares of the business’s stock in a transaction on Monday, August 31st. The shares were sold at an average price of $126.01, for a total transaction of $315,025.00. Following the completion of the transaction, the insider directly owned 24,820 shares in the company, valued at $3,127,568.20. The trade was a 9.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Stephanie Stahl sold 1,185 shares of the business’s stock in a transaction on Friday, September 4th. The shares were sold at an average price of $131.47, for a total transaction of $155,791.95. Following the transaction, the director owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 7.10% of the company’s stock.

Dollar Tree Trading Down 0.3%

Shares of Dollar Tree stock opened at $124.92 on Tuesday. Dollar Tree, Inc. has a 12-month low of $85.88 and a 12-month high of $142.40. The company has a market cap of $23.44 billion, a price-to-earnings ratio of 15.25, a PEG ratio of 1.16 and a beta of 0.71. The company has a current ratio of 1.13, a quick ratio of 0.39 and a debt-to-equity ratio of 0.86. The company’s 50-day moving average price is $121.95 and its 200-day moving average price is $117.28.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analyst estimates of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. Dollar Tree’s revenue was up 7.0% compared to the same quarter last year. During the same period last year, the business earned $0.77 earnings per share. 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, equities analysts expect that Dollar Tree, Inc. will post 7.93 earnings per share for the current fiscal year.

Dollar Tree announced that its board has initiated a stock buyback plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in outstanding shares. This buyback authorization allows the company to purchase up to 10.7% of its shares through open market purchases. Share buyback plans are generally a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

A number of equities research analysts have issued reports on DLTR shares. Jefferies Financial Group raised shares of Dollar Tree from a “moderate sell” rating to a “buy” rating in a report on Wednesday, July 8th. Sanford C. Bernstein reaffirmed a “market perform” rating and issued a $130.00 price target on shares of Dollar Tree in a report on Friday, August 28th. Piper Sandler lifted their price target on Dollar Tree from $114.00 to $121.00 and gave the company a “neutral” rating in a research report on Monday, August 31st. Truist Financial boosted their price objective on Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research note on Tuesday, August 25th. Finally, Weiss Ratings upgraded Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 28th. Eleven equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $133.14.

About Dollar Tree

Dollar Tree, Inc (NASDAQ: DLTR) is a discount retailer that operates stores under the Dollar Tree brand in the United States and Canada. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, health and personal-care items, seasonal goods, toys, party supplies, crafts, and other general merchandise.

The company traces its history to 1986, when its first store opened in Norfolk, Virginia. It later expanded through organic growth and acquisitions, including its 2015 acquisition of Family Dollar, a chain serving primarily urban and rural communities with everyday household and grocery products.

Dollar Tree announced plans to separate from the Family Dollar business and completed the sale in 2025.