Dollar Tree, Inc. $DLTR Stock Position Trimmed by Wellington Management Group LLP

Wellington Management Group LLP lowered its holdings in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 98.2% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,540 shares of the company’s stock after selling 1,042,250 shares during the period. Wellington Management Group LLP’s holdings in Dollar Tree were worth $2,363,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Algert Global LLC grew its holdings in Dollar Tree by 17.9% during the second quarter. Algert Global LLC now owns 69,452 shares of the company’s stock valued at $7,995,000 after purchasing an additional 10,547 shares during the last quarter. Wealthfront Advisers LLC increased its holdings in shares of Dollar Tree by 13.7% during the 1st quarter. Wealthfront Advisers LLC now owns 76,985 shares of the company’s stock worth $8,431,000 after purchasing an additional 9,288 shares during the period. Bank of New York Mellon Corp bought a new position in Dollar Tree during the second quarter valued at about $110,626,000. Hanseatic Management Services Inc. acquired a new position in shares of Dollar Tree in the first quarter valued at $950,000. Finally, Arrowstreet Capital Limited Partnership raised its stake in shares of Dollar Tree by 4.7% in the 4th quarter. Arrowstreet Capital Limited Partnership now owns 1,821,852 shares of the company’s stock valued at $224,106,000 after buying an additional 81,695 shares in the last quarter. 97.40% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of research firms have commented on DLTR. Guggenheim boosted their price target on shares of Dollar Tree from $135.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. Raymond James Financial reiterated an “outperform” rating and issued a $145.00 price target on shares of Dollar Tree in a report on Friday, August 28th. Weiss Ratings raised shares of Dollar Tree from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, August 28th. Wells Fargo & Company lifted their price objective on shares of Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday, August 17th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a report on Thursday, June 4th. Eleven analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $131.68.

Insider Transactions at Dollar Tree

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

Dollar Tree Price Performance

Shares of NASDAQ DLTR opened at $118.66 on Friday. The company has a fifty day moving average price of $127.39 and a 200 day moving average price of $114.63. The firm has a market cap of $22.26 billion, a PE ratio of 14.49, a PEG ratio of 1.11 and a beta of 0.66. 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 1-year low of $84.71 and a 1-year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data 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 8.03% and a return on equity of 38.61%. The company had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the company earned $0.77 earnings per share. The firm’s revenue was up 7.0% compared to the same quarter last year. 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 predict that Dollar Tree, Inc. will post 7.84 earnings per share for the current fiscal 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 repurchase up to 10.7% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board believes its stock is undervalued.

Dollar Tree Company Profile

Dollar Tree, Inc operates discount variety stores under the Dollar Tree brand. Its stores offer a broad selection of merchandise at value-oriented prices, including consumable products, household supplies, seasonal items, toys, health and personal-care products, and other general merchandise. Product assortments may include both nationally recognized brands and private-label goods.

The company traces its origins to discount retail operations established in the 1950s and adopted the Dollar Tree name in the early 1990s.