Brooks Moore & Associates Inc. Acquires Shares of 9,575 Dollar Tree, Inc. $DLTR

Brooks Moore & Associates Inc. acquired a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 9,575 shares of the company’s stock, valued at approximately $1,102,000.

A number of other institutional investors have also made changes to their positions in the company. Cullen Frost Bankers Inc. acquired a new stake in Dollar Tree during the 4th quarter valued at $25,000. Reflection Asset Management acquired a new position in Dollar Tree in the 4th quarter worth $25,000. Covestor Ltd lifted its holdings in Dollar Tree by 60.9% in the 4th quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after buying an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC boosted its position in Dollar Tree by 59.9% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 259 shares of the company’s stock valued at $28,000 after buying an additional 97 shares during the last quarter. Finally, Wilkerson Advisory Group LLC boosted its position in Dollar Tree by 80.1% in 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 during the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several analysts have recently weighed in on DLTR shares. Gordon Haskett upgraded Dollar Tree from a “reduce” rating to a “hold” rating and set a $115.00 target price for the company in a research note on Thursday, June 4th. Jefferies Financial Group upgraded Dollar Tree from a “moderate sell” rating to a “buy” rating in a research note on Wednesday, July 8th. Benchmark assumed coverage on Dollar Tree in a report on Wednesday, July 8th. They issued a “hold” rating for the company. Bank of America restated an “underperform” rating on shares of Dollar Tree in a research note on Thursday, May 28th. Finally, Weiss Ratings upgraded Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, June 18th. Ten research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $125.27.

Key Stories Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Strong second-quarter results: Fiscal Q2 revenue increased 7% year over year to approximately $4.9 billion, surpassing estimates, while adjusted EPS reached $2.70 versus the $1.15 consensus. Comparable-store sales rose 3.7%, supported by a 0.4% increase in traffic and a 3.3% increase in average ticket. Dollar Tree Reports Strong Second Quarter Results
• Positive Sentiment: Full-year outlook raised: Dollar Tree increased fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and projected revenue of $20.5 billion–$20.7 billion. Margin gains from improved markups, lower freight costs and reduced shrinkage also supported the quarter. Dollar Tree Lifts Earnings Outlook
• Neutral Sentiment: Broadening customer base: Dollar Tree said it continues to attract middle- and higher-income shoppers seeking value amid inflation and elevated household costs. Higher gas prices may further support discount-store demand, although they can also pressure consumer budgets. Dollar Tree Attracts Higher-Income Customers
• Negative Sentiment: Weak third-quarter forecast overshadowed the beat: Management projected Q3 EPS of $0.80–$0.95, well below analysts’ $1.40 consensus, despite expected revenue of $5.0 billion–$5.1 billion. Investors also cited tariff-related reinvestment costs and higher fuel prices as threats to margins. Dollar Tree Discusses Fuel Price Headwinds

Dollar Tree Price Performance

DLTR opened at $127.00 on Friday. The company has a 50-day moving average of $125.70 and a 200-day moving average of $114.67. The company has a market capitalization of $24.41 billion, a P/E ratio of 19.84, a PEG ratio of 1.51 and a beta of 0.64. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.39 and a current ratio of 1.16.

Dollar Tree (NASDAQ:DLTR) last issued its earnings results on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.15 by $1.55. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter in the prior year, the business posted $0.77 EPS. The company’s revenue for the quarter 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. Equities analysts expect that Dollar Tree, Inc. will post 6.99 EPS for the current fiscal year.

Dollar Tree declared that its board has approved a share repurchase program on Thursday, July 2nd that permits the company to buyback $2.50 billion in outstanding shares. This buyback authorization permits the company to buy up to 10.7% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s leadership believes its stock is undervalued.

Dollar Tree 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.