Eads & Heald Wealth Management Acquires Shares of 4,104 Dollar Tree, Inc. $DLTR

Eads & Heald Wealth Management bought a new stake in Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 4,104 shares of the company’s stock, valued at approximately $387,000.

Other hedge funds have also made changes to their positions in the company. LBP AM SA acquired a new stake in shares of Dollar Tree in the 2nd quarter worth approximately $7,742,000. USA Financial Formulas purchased a new stake in Dollar Tree during the third quarter worth $770,000. Orion Porfolio Solutions LLC grew its holdings in Dollar Tree by 28.2% in the second quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock valued at $4,728,000 after purchasing an additional 10,497 shares during the last quarter. Pacer Advisors Inc. increased its position in shares of Dollar Tree by 11.9% in the third quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock valued at $127,045,000 after buying an additional 143,295 shares in the last quarter. Finally, IFM Investors Pty Ltd increased its position in shares of Dollar Tree by 7.5% in the second quarter. IFM Investors Pty Ltd now owns 38,021 shares of the company’s stock valued at $3,766,000 after buying an additional 2,666 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the stock. Evercore ISI increased their price objective on shares of Dollar Tree from $104.00 to $120.00 and gave the company an “in-line” rating in a research note on Thursday, December 4th. The Goldman Sachs Group reiterated a “sell” rating and issued a $103.00 price target (down from $133.00) on shares of Dollar Tree in a research report on Thursday, November 13th. Piper Sandler restated a “neutral” rating and set a $114.00 price objective (up from $108.00) on shares of Dollar Tree in a research report on Thursday, December 4th. Telsey Advisory Group set a $150.00 target price on Dollar Tree in a research note on Wednesday, December 17th. Finally, Wells Fargo & Company raised their price target on Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a research report on Friday, December 19th. Eight investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $119.61.

Dollar Tree Stock Up 0.7%

DLTR stock opened at $128.57 on Tuesday. The company has a 50 day moving average price of $113.69 and a two-hundred day moving average price of $107.19. The company has a debt-to-equity ratio of 0.70, a quick ratio of 0.22 and a current ratio of 0.96. The stock has a market capitalization of $25.57 billion, a P/E ratio of -9.56, a PEG ratio of 1.88 and a beta of 0.74. Dollar Tree, Inc. has a one year low of $61.80 and a one year high of $132.48.

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

Insider Activity

In related news, insider Brent A. Beebe sold 2,200 shares of the business’s stock in a transaction that occurred on Monday, December 8th. The shares were sold at an average price of $124.65, for a total value of $274,230.00. Following the completion of the sale, the insider directly owned 13,740 shares in the company, valued at approximately $1,712,691. The trade was a 13.80% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Robert Aflatooni sold 1,260 shares of the stock in a transaction that occurred on Friday, October 17th. The stock was sold at an average price of $94.70, for a total transaction of $119,322.00. Following 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 SEC filing for this sale provides additional information. 6.60% of the stock is owned by insiders.

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.