Sanctuary Advisors LLC Acquires New Shares in Dollar Tree, Inc. $DLTR

Sanctuary Advisors LLC bought a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The firm bought 5,070 shares of the company’s stock, valued at approximately $613,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of DLTR. Cetera Investment Advisers lifted its stake in Dollar Tree by 0.4% in the 4th quarter. Cetera Investment Advisers now owns 21,420 shares of the company’s stock worth $2,635,000 after purchasing an additional 79 shares in the last quarter. Optimize Financial Inc grew its position in shares of Dollar Tree by 1.4% during the 4th quarter. Optimize Financial Inc now owns 6,000 shares of the company’s stock valued at $738,000 after purchasing an additional 84 shares in the last quarter. Covestor Ltd increased its holdings in shares of 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 period. Root Financial Partners LLC raised its position in shares of Dollar Tree by 27.6% in the fourth quarter. Root Financial Partners LLC now owns 393 shares of the company’s stock worth $48,000 after buying an additional 85 shares in the last quarter. Finally, Deseret Mutual Benefit Administrators raised its position in shares of Dollar Tree by 7.7% in the fourth quarter. Deseret Mutual Benefit Administrators now owns 1,208 shares of the company’s stock worth $149,000 after buying an additional 86 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

DLTR has been the topic of a number of research analyst reports. The Goldman Sachs Group lowered Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Bank of America reissued an “underperform” rating on shares of Dollar Tree in a report on Thursday, May 28th. Barclays downgraded shares of Dollar Tree from an “overweight” rating to a “strong sell” rating in a report on Wednesday, July 8th. Deutsche Bank Aktiengesellschaft upped their target price on shares of Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a research report on Thursday, June 4th. Finally, Truist Financial raised their price target on Dollar Tree from $136.00 to $138.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. Ten research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and an average target price of $129.18.

Dollar Tree Price Performance

Shares of NASDAQ:DLTR opened at $128.26 on Friday. The stock has a market cap of $24.65 billion, a PE ratio of 15.66, a PEG ratio of 1.40 and a beta of 0.64. The company’s fifty day moving average is $126.03 and its 200 day moving average is $114.77. Dollar Tree, Inc. has a 52 week low of $84.71 and a 52 week high of $142.40. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $4.86 billion. During the same period in the prior year, the business posted $0.77 earnings per share. The company’s revenue was up 7.0% on a year-over-year basis. 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. Research analysts anticipate that Dollar Tree, Inc. will post 7.13 earnings per share for the current year.

Dollar Tree announced that its board has authorized a share repurchase plan on Thursday, July 2nd that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the company to reacquire up to 10.7% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s board believes its stock is undervalued.

Key Stories Impacting Dollar Tree

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.