Caprock Group LLC Takes $2.10 Million Position in Dollar Tree, Inc. $DLTR

Caprock Group LLC purchased a new position in shares of Dollar Tree, Inc. (NASDAQ:DLTR) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 22,290 shares of the company’s stock, valued at approximately $2,104,000.

Several other large investors also recently bought and sold shares of the company. Alliancebernstein L.P. boosted its stake in Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after acquiring an additional 2,393,172 shares during the last quarter. Norges Bank acquired a new stake in Dollar Tree in the second quarter worth $185,784,000. Voya Investment Management LLC boosted its position in shares of Dollar Tree by 103.1% during the third quarter. Voya Investment Management LLC now owns 2,406,748 shares of the company’s stock worth $226,729,000 after buying an additional 1,222,028 shares during the period. EdgePoint Investment Group Inc. grew its stake in shares of Dollar Tree by 12.3% in the second quarter. EdgePoint Investment Group Inc. now owns 10,825,801 shares of the company’s stock worth $1,072,187,000 after purchasing an additional 1,184,294 shares in the last quarter. Finally, AQR Capital Management LLC increased its stake in Dollar Tree by 906.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock valued at $124,973,000 after buying an additional 1,148,649 shares during the period. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Stock Down 1.8%

Dollar Tree stock opened at $126.06 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. Dollar Tree, Inc. has a 1-year low of $61.80 and a 1-year high of $142.40. The firm’s fifty day simple moving average is $126.89 and its 200-day simple moving average is $111.65. The company has a market capitalization of $25.07 billion, a P/E ratio of -9.37, a P/E/G ratio of 1.63 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Wednesday, December 3rd. The company reported $1.21 EPS for the quarter, topping the consensus estimate 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 firm had revenue of $4.75 billion for the quarter, compared to the consensus estimate of $4.70 billion. During the same period in the prior year, the business posted $1.12 earnings per share. The business’s quarterly revenue was up 9.4% on a year-over-year basis. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS. Sell-side analysts forecast that Dollar Tree, Inc. will post 5.39 earnings per share for the current fiscal year.

Insider Buying and Selling at Dollar Tree

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 stock was 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 position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 6.60% of the company’s stock.

Analyst Upgrades and Downgrades

DLTR has been the topic of a number of research analyst reports. Morgan Stanley lifted their target price on Dollar Tree from $130.00 to $146.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Telsey Advisory Group set a $150.00 target price on shares of Dollar Tree in a research note on Wednesday, December 17th. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Dollar Tree in a research note on Thursday, October 30th. Guggenheim increased their price target on shares of Dollar Tree from $125.00 to $130.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $126.00 price target on shares of Dollar Tree in a report on Thursday, January 8th. Eight analysts have rated the stock with a Buy rating, nine have given a Hold rating and seven 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 a consensus target price of $122.60.

Dollar Tree 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.