Assenagon Asset Management S.A. Grows Position in Dollar Tree, Inc. $DLTR

Assenagon Asset Management S.A. increased its stake in shares of Dollar Tree, Inc. (NASDAQ:DLTR) by 54.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 670,753 shares of the company’s stock after acquiring an additional 235,626 shares during the quarter. Assenagon Asset Management S.A. owned about 0.34% of Dollar Tree worth $82,509,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the stock. EdgePoint Investment Group Inc. boosted its holdings in shares of Dollar Tree by 2.9% during the 3rd quarter. EdgePoint Investment Group Inc. now owns 11,138,183 shares of the company’s stock valued at $1,051,110,000 after purchasing an additional 312,382 shares during the last quarter. State Street Corp grew its position in shares of Dollar Tree by 3.5% during the third quarter. State Street Corp now owns 9,421,856 shares of the company’s stock valued at $889,141,000 after purchasing an additional 319,938 shares in the last quarter. Primecap Management Co. CA increased its holdings in shares of Dollar Tree by 6.8% in the third quarter. Primecap Management Co. CA now owns 4,194,049 shares of the company’s stock worth $395,792,000 after purchasing an additional 268,539 shares during the last quarter. Alliancebernstein L.P. increased its holdings in shares of Dollar Tree by 4.8% in the third quarter. Alliancebernstein L.P. now owns 3,926,586 shares of the company’s stock worth $370,552,000 after purchasing an additional 180,364 shares during the last quarter. Finally, London Co. of Virginia lifted its position in shares of Dollar Tree by 51.0% in the second quarter. London Co. of Virginia now owns 2,840,104 shares of the company’s stock worth $281,284,000 after buying an additional 958,925 shares in the last quarter. 97.40% of the stock is owned by hedge funds and other institutional investors.

Dollar Tree Trading Down 1.6%

Shares of NASDAQ DLTR opened at $106.53 on Wednesday. Dollar Tree, Inc. has a 1-year low of $61.87 and a 1-year high of $142.40. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.07 and a quick ratio of 0.29. The business’s 50 day moving average is $122.47 and its two-hundred day moving average is $112.91. The stock has a market capitalization of $21.02 billion, a P/E ratio of 17.04, a PEG ratio of 1.36 and a beta of 0.73.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Monday, March 16th. The company reported $2.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.53 by $0.03. The business had revenue of $5.45 billion during the quarter, compared to analyst estimates of $5.46 billion. Dollar Tree had a return on equity of 32.24% and a net margin of 6.61%.The company’s revenue for the quarter was up 9.0% on a year-over-year basis. During the same period last year, the company earned $2.11 EPS. As a group, research analysts expect that Dollar Tree, Inc. will post 5.39 EPS for the current year.

Dollar Tree News Roundup

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Macroeconomic “trade-down” trend could lift traffic and share for dollar stores as consumers seek lower-cost options; media pieces highlight Walmart and dollar stores as potential beneficiaries of price shocks tied to geopolitical events. Exclusive: Can Walmart and Dollar Tree ride the ‘trade down’ wave…
• Positive Sentiment: Liquidity boost: Dollar Tree secured a $500 million term loan (entered March 19), which improves near-term flexibility to fund store investments, inventory and execution of strategic initiatives. Dollar Tree Secures New $500 Million Term Loan
• Neutral Sentiment: Q4 results were mixed: EPS slightly beat (reported $2.56 vs. $2.53 est.) while revenue was essentially inline/slightly below expectations; revenue rose ~9% year-over-year. These show resilience but limited upside surprise. Dollar Tree Earnings Call Highlights Growth Amid Headwinds
• Neutral Sentiment: Full earnings call transcript is available for detail on management commentary and guidance assumptions; useful for assessing inventory, margins and execution risks. Dollar Tree (DLTR) Q4 2025 Earnings Transcript
• Neutral Sentiment: Analyst views are mixed—coverage notes divergence on consumer names including Dollar Tree, adding near-term analyst-driven volatility but not necessarily changing fundamentals. Analysts Conflicted on These Consumer Goods Names
• Neutral Sentiment: Short-interest reports flagged a “large increase” in March, but published data shows 0 shares / NaN changes and a 0.0 days-to-cover figure — this appears to be a reporting/data error rather than actionable short-seller pressure.
• Negative Sentiment: Management struck a cautious tone on the earnings call about near-term headwinds (pricing, margin pressure, and execution risks), which likely spurred investor selling despite the modest EPS beat. Dollar Tree Earnings Call Highlights Growth Amid Headwinds

Analyst Ratings Changes

A number of equities analysts recently commented on the company. BNP Paribas Exane lowered Dollar Tree from a “hold” rating to an “underperform” rating and set a $87.00 price target for the company. in a research note on Wednesday, January 21st. Wells Fargo & Company lifted their price objective on Dollar Tree from $125.00 to $145.00 and gave the stock an “overweight” rating in a research note on Friday, December 19th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $126.00 price objective on shares of Dollar Tree in a report on Thursday, January 8th. Bank of America raised their target price on shares of Dollar Tree from $85.00 to $89.00 and gave the company an “underperform” rating in a report on Monday, March 16th. Finally, Jefferies Financial Group boosted their price target on shares of Dollar Tree from $75.00 to $80.00 and gave the stock an “underperform” rating in a research report on Tuesday, March 17th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and seven have assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $123.24.

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.