Dollar Tree, Inc. $DLTR Stock Acquired by Kestra Advisory Services LLC

Kestra Advisory Services LLC raised its position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 264.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,287 shares of the company’s stock after purchasing an additional 21,984 shares during the period. Kestra Advisory Services LLC’s holdings in Dollar Tree were worth $3,453,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of DLTR. Capstone Wealth Management LLC bought a new stake in shares of Dollar Tree during the 3rd quarter worth $323,000. Inscription Capital LLC increased its position in Dollar Tree by 64.8% during the 3rd quarter. Inscription Capital LLC now owns 9,190 shares of the company’s stock worth $960,000 after purchasing an additional 3,612 shares in the last quarter. Commonwealth Equity Services LLC lifted its stake in Dollar Tree by 2,233.3% in the 3rd quarter. Commonwealth Equity Services LLC now owns 394,975 shares of the company’s stock valued at $45,035,000 after purchasing an additional 378,047 shares during the last quarter. Bfsg LLC lifted its stake in Dollar Tree by 11.8% in the 3rd quarter. Bfsg LLC now owns 4,267 shares of the company’s stock valued at $487,000 after purchasing an additional 449 shares during the last quarter. Finally, Chicago Partners Investment Group LLC boosted its position in Dollar Tree by 67.7% in the third quarter. Chicago Partners Investment Group LLC now owns 14,382 shares of the company’s stock valued at $1,802,000 after buying an additional 5,807 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Buying and Selling at Dollar Tree

In related news, Director Stephanie Stahl sold 1,185 shares of the firm’s stock in a transaction 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 directly owned 4,089 shares of the company’s stock, valued at $537,580.83. This trade represents a 22.47% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Robert Aflatooni sold 2,500 shares of Dollar Tree stock in a transaction dated Monday, August 31st. The stock was sold at an average price of $126.01, for a total value of $315,025.00. Following 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders own 7.10% of the company’s stock.

Dollar Tree Trading Down 2.3%

NASDAQ:DLTR traded down $3.19 during mid-day trading on Friday, hitting $138.08. 1,893,873 shares of the company’s stock were exchanged, compared to its average volume of 2,174,252. The company has a 50 day simple moving average of $123.35 and a 200-day simple moving average of $117.46. 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, Inc. has a fifty-two week low of $85.88 and a fifty-two week high of $148.54. The firm has a market capitalization of $25.91 billion, a P/E ratio of 16.86, a PEG ratio of 1.31 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last announced 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. The firm had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a net margin of 8.03% and a return on equity of 38.61%. The company’s revenue was up 7.0% on a year-over-year basis. During the same period in the prior year, the company posted $0.77 EPS. 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, research analysts expect that Dollar Tree, Inc. will post 7.92 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $131.00 target price on shares of Dollar Tree in a research note on Monday, August 31st. Weiss Ratings raised Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 28th. Wall Street Zen raised Dollar Tree from a “hold” rating to a “buy” rating in a report on Saturday, August 22nd. Loop Capital lowered Dollar Tree from a “buy” rating to a “hold” rating and set a $140.00 price objective on the stock. in a research report on Thursday, November 5th. Finally, Guggenheim upped their target price on Dollar Tree from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Ten research analysts have rated the stock with a Buy rating, fourteen have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $133.14.

About Dollar Tree

Dollar Tree, Inc. is a discount retailer that sells everyday merchandise through stores operating under the Dollar Tree banner. Its assortment includes food, household and cleaning supplies, health and beauty products, toys, seasonal goods, party supplies and stationery. Many stores offer products at multiple price points. The company traces its roots to a retail business founded in 1986 and later developed its Dollar Tree chain around value-priced merchandise. It operates primarily in the United States.