CFC Planning Co LLC Purchases Shares of 5,560 Dollar Tree, Inc. $DLTR

CFC Planning Co LLC bought a new stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund bought 5,560 shares of the company’s stock, valued at approximately $525,000.

A number of other hedge funds have also recently added to or reduced their stakes in the company. LBP AM SA purchased a new position in Dollar Tree in the 2nd quarter valued at $7,742,000. USA Financial Formulas purchased a new position in shares of Dollar Tree in the third quarter worth about $770,000. Orion Porfolio Solutions LLC boosted its position in Dollar Tree by 28.2% during the second quarter. Orion Porfolio Solutions LLC now owns 47,735 shares of the company’s stock worth $4,728,000 after acquiring an additional 10,497 shares during the last quarter. Pacer Advisors Inc. grew its stake in Dollar Tree by 11.9% during the 3rd quarter. Pacer Advisors Inc. now owns 1,346,247 shares of the company’s stock valued at $127,045,000 after acquiring an additional 143,295 shares in the last quarter. Finally, IFM Investors Pty Ltd grew its stake in Dollar Tree by 7.5% during the 2nd quarter. IFM Investors Pty Ltd now owns 38,021 shares of the company’s stock valued at $3,766,000 after acquiring an additional 2,666 shares in the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Dollar Tree

In other Dollar Tree news, insider Brent A. Beebe sold 2,200 shares of the firm’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 transaction, the insider owned 13,740 shares of the company’s stock, valued at $1,712,691. This trade represents a 13.80% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. 6.60% of the stock is currently owned by company insiders.

Analyst Ratings Changes

DLTR has been the topic of a number of analyst reports. Evercore ISI lifted their price objective on Dollar Tree from $104.00 to $120.00 and gave the stock an “in-line” rating in a research report on Thursday, December 4th. Piper Sandler reaffirmed a “neutral” rating and issued a $114.00 target price (up from $108.00) on shares of Dollar Tree in a research note on Thursday, December 4th. Telsey Advisory Group set a $150.00 price target on Dollar Tree in a report on Wednesday, December 17th. Wells Fargo & Company upped their price objective on shares of Dollar Tree from $125.00 to $145.00 and gave the company an “overweight” rating in a report on Friday, December 19th. Finally, Citigroup lifted their target price on shares of Dollar Tree from $124.00 to $132.00 and gave the stock a “buy” rating in a research note on Thursday, December 4th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $121.84.

Dollar Tree Stock Performance

Shares of Dollar Tree stock opened at $139.95 on Friday. The business has a 50-day moving average of $119.84 and a 200 day moving average of $109.45. Dollar Tree, Inc. has a 12 month low of $61.80 and a 12 month high of $142.40. The stock has a market capitalization of $27.83 billion, a price-to-earnings ratio of -10.41, a price-to-earnings-growth ratio of 2.08 and a beta of 0.74. 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 (NASDAQ:DLTR) last issued its quarterly earnings results 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. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The company had revenue of $4.75 billion for the quarter, compared to analyst estimates of $4.70 billion. During the same period in the prior year, the firm earned $1.12 earnings per share. The business’s revenue for the quarter was up 9.4% compared to the same quarter last year. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. As a group, sell-side analysts forecast that Dollar Tree, Inc. will post 5.39 earnings per share for the current year.

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.