Tocqueville Asset Management L.P. Makes New $15.19 Million Investment in Dollar Tree, Inc. $DLTR

Tocqueville Asset Management L.P. bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 125,552 shares of the company’s stock, valued at approximately $15,186,000. Tocqueville Asset Management L.P. owned 0.07% of Dollar Tree at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in DLTR. Cullen Frost Bankers Inc. purchased a new position in shares of Dollar Tree during the 4th quarter worth about $25,000. Reflection Asset Management bought a new position in Dollar Tree during the 4th quarter valued at about $25,000. Covestor Ltd raised its position 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 purchasing an additional 84 shares during the period. Basecamp Wealth Advisors LLC raised 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 worth $28,000 after purchasing an additional 97 shares during the period. Finally, Wilkerson Advisory Group LLC lifted its stake in Dollar Tree by 80.1% in the first quarter. Wilkerson Advisory Group LLC now owns 263 shares of the company’s stock worth $29,000 after purchasing an additional 117 shares during the last quarter. Institutional investors own 97.40% of the company’s stock.

Dollar Tree Stock Up 1.0%

Shares of Dollar Tree stock opened at $131.84 on Thursday. The company has a debt-to-equity ratio of 0.84, a current ratio of 1.16 and a quick ratio of 0.39. Dollar Tree, Inc. has a 1 year low of $84.71 and a 1 year high of $142.40. The firm’s 50-day moving average is $123.31 and its two-hundred day moving average is $114.18. The stock has a market cap of $25.34 billion, a price-to-earnings ratio of 20.60, a PEG ratio of 1.49 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating the consensus estimate of $1.53 by $0.21. Dollar Tree had a net margin of 6.51% and a return on equity of 35.19%. The business had revenue of $4.98 billion during the quarter, compared to analyst estimates of $4.96 billion. During the same quarter in the previous year, the business posted $1.26 EPS. The company’s quarterly revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, research analysts expect that Dollar Tree, Inc. will post 7 earnings per share for the current fiscal year.

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

Analyst Upgrades and Downgrades

DLTR has been the subject of a number of research analyst reports. Sanford C. Bernstein lifted their price objective on shares of Dollar Tree from $124.00 to $127.00 and gave the company a “market perform” rating in a report on Friday, July 31st. The Goldman Sachs Group downgraded shares of Dollar Tree from a “neutral” rating to a “hold” rating in a research note on Wednesday, July 8th. Freedom Capital lowered shares of Dollar Tree from a “strong-buy” rating to a “hold” rating in a research report on Thursday, May 28th. UBS Group reaffirmed a “buy” rating on shares of Dollar Tree in a research note on Monday. Finally, BNP Paribas Exane boosted their price target on Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a report on Friday, May 29th. Ten analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $123.41.

About Dollar Tree

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.