OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys New Position in Dollar Tree, Inc. $DLTR

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 4th quarter, Holdings Channel.com reports. The institutional investor purchased 10,000 shares of the company’s stock, valued at approximately $1,230,000.

Other institutional investors and hedge funds have also bought and sold shares of the company. SG Americas Securities LLC lifted its position in shares of Dollar Tree by 261.9% during the 4th quarter. SG Americas Securities LLC now owns 177,196 shares of the company’s stock worth $21,797,000 after buying an additional 128,230 shares in the last quarter. Assenagon Asset Management S.A. boosted its stake in shares of Dollar Tree by 54.2% in the 4th quarter. Assenagon Asset Management S.A. now owns 670,753 shares of the company’s stock worth $82,509,000 after buying an additional 235,626 shares during the last quarter. Nordea Investment Management AB increased its position in shares of Dollar Tree by 18.0% during the fourth quarter. Nordea Investment Management AB now owns 858,636 shares of the company’s stock valued at $106,110,000 after acquiring an additional 130,741 shares during the last quarter. Fairfax Financial Holdings Ltd. Can purchased a new stake in shares of Dollar Tree during the third quarter valued at approximately $4,186,000. Finally, Korea Investment CORP increased its position in shares of Dollar Tree by 64.4% during the third quarter. Korea Investment CORP now owns 249,919 shares of the company’s stock valued at $23,585,000 after acquiring an additional 97,866 shares during the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Stock Performance

NASDAQ DLTR opened at $111.65 on Friday. Dollar Tree, Inc. has a 12-month low of $84.71 and a 12-month high of $142.40. The firm has a market cap of $21.46 billion, a P/E ratio of 17.45, a price-to-earnings-growth ratio of 1.28 and a beta of 0.66. The company has a quick ratio of 0.39, a current ratio of 1.16 and a debt-to-equity ratio of 0.84. The company’s 50 day moving average is $101.81 and its 200-day moving average is $114.69.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.53 by $0.21. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The firm had revenue of $4.98 billion for the quarter, compared to the consensus estimate of $4.96 billion. During the same quarter in the prior year, the business posted $1.26 earnings per share. The business’s quarterly revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Sell-side analysts predict that Dollar Tree, Inc. will post 6.98 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on DLTR shares. Jefferies Financial Group reissued an “underperform” rating and issued a $85.00 price objective on shares of Dollar Tree in a research report on Friday, May 29th. Sanford C. Bernstein raised their target price on Dollar Tree from $115.00 to $124.00 and gave the company a “market perform” rating in a research report on Friday, May 29th. BMO Capital Markets reiterated an “underperform” rating on shares of Dollar Tree in a research note on Tuesday, March 17th. Truist Financial cut their price target on shares of Dollar Tree from $142.00 to $107.00 and set a “buy” rating on the stock in a report on Wednesday, May 27th. Finally, The Goldman Sachs Group decreased their price objective on shares of Dollar Tree from $115.00 to $105.00 and set a “sell” rating for the company in a report on Friday, May 29th. Eight analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and five have assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $119.48.

Dollar Tree Company 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.