4,993 Shares in Dollar Tree, Inc. $DLTR Bought by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 4,993 shares of the company’s stock, valued at approximately $569,000.

Several other hedge funds also recently made changes to their positions in DLTR. Basecamp Wealth Advisors LLC raised its holdings in Dollar Tree by 59.9% in the first quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock worth $28,000 after purchasing an additional 97 shares in the last quarter. Wilkerson Advisory Group LLC boosted its holdings in shares of Dollar Tree by 80.1% during the 1st quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock valued at $29,000 after buying an additional 117 shares in the last quarter. EFG International AG bought a new stake in shares of Dollar Tree during the 2nd quarter valued at $30,000. Keating Financial Advisory Services Inc. bought a new stake in shares of Dollar Tree during the 2nd quarter valued at $33,000. Finally, Trust Co. of Vermont purchased a new stake in shares of Dollar Tree in the 2nd quarter worth about $36,000. 97.40% of the stock is currently owned by institutional investors.

Dollar Tree Trading Up 3.8%

Dollar Tree stock opened at $132.03 on Friday. Dollar Tree, Inc. has a 12 month low of $85.88 and a 12 month high of $142.40. The company has a market capitalization of $24.77 billion, a price-to-earnings ratio of 16.12, a price-to-earnings-growth ratio of 1.18 and a beta of 0.71. The business’s fifty day simple moving average is $121.68 and its two-hundred day simple moving average is $117.17. 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 issued 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 during the quarter, compared to the consensus estimate 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% on a year-over-year basis. During the same period last year, the company 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. As a group, equities analysts predict that Dollar Tree, Inc. will post 7.92 earnings per share for the current fiscal year.

Dollar Tree declared that its board has initiated a stock repurchase plan on Thursday, July 2nd that allows the company to buy back $2.50 billion in shares. This repurchase authorization allows the company to repurchase up to 10.7% of its stock through open market purchases. Share repurchase plans are often an indication that the company’s leadership believes its shares are undervalued.

Insider Activity

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

Analysts Set New Price Targets

Several brokerages recently issued reports on DLTR. Morgan Stanley increased their price target on shares of Dollar Tree from $130.00 to $145.00 and gave the stock an “equal weight” rating in a research note on Friday, August 28th. Weiss Ratings raised shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a research note on Friday, August 28th. Evercore set a $135.00 price objective on shares of Dollar Tree in a report on Tuesday, September 29th. Raymond James Financial restated an “outperform” rating and issued a $145.00 price objective on shares of Dollar Tree in a report on Friday, August 28th. Finally, Wall Street Zen raised shares of Dollar Tree from a “hold” rating to a “buy” rating in a research note on Saturday, August 22nd. Eleven analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target 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.