The Manufacturers Life Insurance Company Buys New Holdings in Dollar Tree, Inc. $DLTR

The Manufacturers Life Insurance Company purchased a new position in Dollar Tree, Inc. (NASDAQ:DLTR) in the second quarter, Holdings Channel reports. The fund purchased 109,741 shares of the company’s stock, valued at approximately $12,632,000.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Cullen Frost Bankers Inc. acquired a new stake in shares of Dollar Tree in the 4th quarter valued at $25,000. Reflection Asset Management acquired a new position in shares of Dollar Tree during the fourth quarter worth $25,000. Covestor Ltd grew its stake in shares of Dollar Tree by 60.9% during the fourth quarter. Covestor Ltd now owns 222 shares of the company’s stock worth $27,000 after purchasing an additional 84 shares in the last quarter. Basecamp Wealth Advisors LLC grew its stake in shares of Dollar Tree by 59.9% during 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. Finally, Wilkerson Advisory Group LLC increased its holdings in Dollar Tree by 80.1% in the first 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. Institutional investors and hedge funds own 97.40% of the company’s stock.

Key Dollar Tree News

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

Dollar Tree Price Performance

Shares of DLTR opened at $128.26 on Friday. Dollar Tree, Inc. has a 1-year low of $84.71 and a 1-year high of $142.40. The stock has a market cap of $24.65 billion, a PE ratio of 15.66, a price-to-earnings-growth ratio of 1.39 and a beta of 0.64. The company has a debt-to-equity ratio of 0.86, a current ratio of 1.13 and a quick ratio of 0.39. The firm has a fifty day moving average price of $126.03 and a 200 day moving average price of $114.77.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The company had revenue of $4.89 billion for the quarter, compared to analyst estimates of $4.86 billion. During the same quarter last year, the company posted $0.77 earnings per share. The business’s quarterly 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. As a group, sell-side analysts anticipate that Dollar Tree, Inc. will post 7.13 EPS for the current year.

Dollar Tree announced that its Board of Directors has approved a share repurchase plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to repurchase up to 10.7% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s board believes its shares are undervalued.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. The Goldman Sachs Group cut Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Raymond James Financial reiterated an “outperform” rating and issued a $145.00 price objective on shares of Dollar Tree in a report on Friday. Deutsche Bank Aktiengesellschaft raised their target price on Dollar Tree from $99.00 to $102.00 and gave the stock a “hold” rating in a research report on Thursday, June 4th. Wells Fargo & Company boosted their target price on Dollar Tree from $145.00 to $155.00 and gave the stock an “overweight” rating in a research note on Monday, August 17th. Finally, Jefferies Financial Group raised Dollar Tree from a “moderate sell” rating to a “buy” rating in a report on Wednesday, July 8th. Ten investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, Dollar Tree has an average rating of “Hold” and an average price target of $129.18.

Dollar Tree Company 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.