Nisa Investment Advisors LLC Has $4.03 Million Stock Holdings in Dollar Tree, Inc. $DLTR

Nisa Investment Advisors LLC lowered its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 11.3% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 42,729 shares of the company’s stock after selling 5,445 shares during the period. Nisa Investment Advisors LLC’s holdings in Dollar Tree were worth $4,032,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. HB Wealth Management LLC boosted its position in Dollar Tree by 9.2% during the third quarter. HB Wealth Management LLC now owns 3,623 shares of the company’s stock valued at $342,000 after purchasing an additional 304 shares during the last quarter. Eads & Heald Wealth Management purchased a new stake in shares of Dollar Tree during the 3rd quarter worth about $387,000. Robeco Institutional Asset Management B.V. lifted its holdings in shares of Dollar Tree by 1,281.4% during the 3rd quarter. Robeco Institutional Asset Management B.V. now owns 942,062 shares of the company’s stock valued at $88,902,000 after buying an additional 873,867 shares during the last quarter. CWA Asset Management Group LLC grew its stake in shares of Dollar Tree by 1,162.3% in the 3rd quarter. CWA Asset Management Group LLC now owns 70,902 shares of the company’s stock valued at $6,691,000 after buying an additional 65,285 shares in the last quarter. Finally, Asset Management One Co. Ltd. increased its holdings in Dollar Tree by 0.4% in the third quarter. Asset Management One Co. Ltd. now owns 84,675 shares of the company’s stock worth $7,991,000 after buying an additional 343 shares during the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider Robert Aflatooni sold 1,260 shares of the company’s stock in a transaction on Friday, October 17th. The shares were sold at an average price of $94.70, for a total transaction of $119,322.00. Following the completion of the transaction, the insider directly owned 21,402 shares in the company, valued at $2,026,769.40. This represents a 5.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Brent A. Beebe sold 2,200 shares of the firm’s stock in a transaction on Monday, December 8th. The stock was sold at an average price of $124.65, for a total transaction of $274,230.00. Following the completion of the sale, the insider owned 13,740 shares in the company, valued at $1,712,691. This represents a 13.80% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 3,635 shares of company stock valued at $416,509. Corporate insiders own 6.60% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on the stock. New Street Research set a $103.00 target price on shares of Dollar Tree in a research note on Thursday, October 16th. Sanford C. Bernstein lifted their price objective on shares of Dollar Tree from $109.00 to $123.00 and gave the company a “market perform” rating in a research note on Monday, January 5th. Wolfe Research initiated coverage on shares of Dollar Tree in a research report on Thursday, September 18th. They set a “peer perform” rating on the stock. UBS Group raised their target price on Dollar Tree from $135.00 to $138.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Finally, Piper Sandler reaffirmed a “neutral” rating and issued a $114.00 price target (up previously from $108.00) on shares of Dollar Tree in a research report on Thursday, December 4th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $120.63.

Dollar Tree Stock Up 0.6%

Dollar Tree stock opened at $132.38 on Monday. The company has a debt-to-equity ratio of 0.70, a current ratio of 0.96 and a quick ratio of 0.22. Dollar Tree, Inc. has a fifty-two week low of $61.80 and a fifty-two week high of $135.18. The firm has a fifty day moving average price of $116.23 and a two-hundred day moving average price of $108.12. The firm has a market cap of $26.32 billion, a price-to-earnings ratio of -9.84, a P/E/G ratio of 1.95 and a beta of 0.74.

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

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.