Aperture Investors LLC Invests $2.28 Million in Dollar Tree, Inc. $DLTR

Aperture Investors LLC purchased a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 23,048 shares of the company’s stock, valued at approximately $2,283,000.

Several other hedge funds have also added to or reduced their stakes in DLTR. Horizon Investments LLC increased its holdings in shares of Dollar Tree by 5.1% in the first quarter. Horizon Investments LLC now owns 2,905 shares of the company’s stock valued at $218,000 after purchasing an additional 140 shares during the last quarter. Applied Finance Capital Management LLC boosted its holdings in shares of Dollar Tree by 2.6% during the 2nd quarter. Applied Finance Capital Management LLC now owns 5,507 shares of the company’s stock worth $545,000 after buying an additional 140 shares during the period. Compton Wealth Advisory Group LLC grew its stake in Dollar Tree by 0.4% in the 2nd quarter. Compton Wealth Advisory Group LLC now owns 34,561 shares of the company’s stock valued at $3,423,000 after buying an additional 148 shares during the last quarter. Brooklyn Investment Group raised its holdings in Dollar Tree by 79.0% in the 1st quarter. Brooklyn Investment Group now owns 358 shares of the company’s stock valued at $27,000 after acquiring an additional 158 shares during the period. Finally, Bridgewater Advisors Inc. lifted its position in Dollar Tree by 5.1% during the second quarter. Bridgewater Advisors Inc. now owns 3,294 shares of the company’s stock worth $326,000 after acquiring an additional 160 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Activity

In other news, insider Robert Aflatooni sold 1,260 shares of the stock in a transaction on Friday, October 17th. The stock was sold at an average price of $94.70, for a total value of $119,322.00. Following the completion of the transaction, the insider directly owned 21,402 shares in the company, valued at approximately $2,026,769.40. This represents a 5.56% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 6.60% of the company’s stock.

Dollar Tree Stock Down 0.5%

DLTR stock opened at $119.68 on Wednesday. The firm has a 50-day moving average price of $101.58 and a 200-day moving average price of $102.92. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $125.79. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. The stock has a market capitalization of $23.80 billion, a P/E ratio of -8.90, a price-to-earnings-growth ratio of 1.78 and a beta of 0.75.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.09 by $0.12. The business had revenue of $4.75 billion during the quarter, compared to analysts’ expectations of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The firm’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the prior year, the company earned $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, equities research analysts anticipate that Dollar Tree, Inc. will post 5.39 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Gordon Haskett downgraded Dollar Tree from a “hold” rating to a “reduce” rating and set a $95.00 target price on the stock. in a research report on Wednesday, September 3rd. Evercore ISI boosted their price target on Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a research note on Thursday, December 4th. BMO Capital Markets reiterated a “market perform” rating on shares of Dollar Tree in a research report on Thursday, December 4th. BNP Paribas downgraded Dollar Tree from a “strong-buy” rating to a “hold” rating in a report on Thursday, September 4th. Finally, The Goldman Sachs Group restated a “sell” rating and issued a $103.00 price target (down from $133.00) on shares of Dollar Tree in a research note on Thursday, November 13th. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and five have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $116.17.

About Dollar Tree

Dollar Tree, Inc operates retail discount stores. The company operates in two segments, Dollar Tree and Family Dollar. The Dollar Tree segment offers merchandise at the fixed price of $ 1.25. It provides consumable merchandise, which includes everyday consumables, such as household paper and chemicals, food, candy, health, personal care products, and frozen and refrigerated food; variety merchandise comprising toys, durable housewares, gifts, stationery, party goods, greeting cards, softlines, arts and crafts supplies, and other items; and seasonal goods that include Christmas, Easter, Halloween, and Valentine's Day merchandise.