Inside the research
Dollar Tree, Inc.
DLTR Research profile · latest available data
Price overview
$114.07
▲ +0.57 (+0.5%)
| 52w hi | $141.21 |
|---|---|
| 52w lo | $85.04 |
| Vol | 2.01M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.06
| Short | -0.15 |
|---|---|
| Medium | -0.09 |
| Long | +0.18 |
computed 2026-09-27
Key fundamentals
Dollar Tree, Inc.
Consumer Defensive · Discount Stores
| Market cap | $21.40B |
|---|---|
| Enterprise value | $28.02B |
| Trailing P/E | 13.98x |
| Forward P/E | 14.42x |
| EV / EBITDA | 11.19x |
| P / S (ttm) | 1.07x |
| Profit margin | 8.0% |
| Return on equity | 46.0% |
| Revenue growth | +7.0% |
| Earnings growth | +197.2% |
| Debt / equity | 223.94 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.33 | |
| Sector | -0.01 | |
| Technical | -0.13 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Dollar Tree, Inc. operates retail discount stores under the Dollar Tree and Dollar Tree Canada brands in the United States and Canada. The company offers consumable merchandise comprising everyday consumables, such as household paper and chemicals, food, candy, health, personal care products, and frozen and refrigerated food; variety merchandise consisting of toys, durable housewares, gifts, stationery, party goods, greeting cards, softlines, arts and crafts supplies, and other items; and seasonal goods, including Christmas, Easter, Halloween, and Valentine's Day merchandise. The company was founded in 1986 and is based in Chesapeake, Virginia.
Risk Metrics
| Beta vs SPX | 0.61 |
|---|---|
| Corr SPX | 0.23 |
| Annual vol | 42.0% |
| Annual ret | +31.9% |
| Sharpe | 0.76 |
| Max DD | -38.5% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $124.70 |
|---|---|
| High / Low | $165.00 / $80.00 |
| Median | $126.00 |
| Analysts | 23 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 7 | |
| Hold | 12 | |
| Sell | 3 | |
| Strong Sell | 3 |
Recent rating actions
| 2026-04-21 | Evercore ISI Group | → In-Line |
| 2026-03-17 | Truist Securities | → Buy |
| 2026-03-17 | Telsey Advisory Group | → Outperform |
| 2026-03-17 | Piper Sandler | → Neutral |
| 2026-03-17 | Morgan Stanley | → Equal-Weight |
| 2026-03-17 | Jefferies | → Underperform |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-06 | Reg FD Disclosure, Exhibits | read |
| 2026-07-02 | Other Material Event, Exhibits | read |
| 2026-06-23 | Bylaws Amendment, Shareholder Vote… | read |
| 2026-05-28 | Earnings Release, Reg FD Disclosure… | read |
| 2026-05-07 | Reg FD Disclosure, Exhibits | read |
| 2026-03-23 | Material Agreement, Termination of Agreement… | read |
| 2026-03-16 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-23 | Reg FD Disclosure, Exhibits | read |
| 2025-12-03 | Earnings Release, Reg FD Disclosure… | read |
| 2025-11-19 | Reg FD Disclosure, Exhibits | read |
| 2025-11-17 | Material Obligation, Other Material Event | read |
| 2025-10-15 | Reg FD Disclosure, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-02 | Maheshwari Aditya | Chief Accounting Officer | Withheld for tax | 127 | $16.16K |
| 2026-08-01 | Stahl Stephanie | C | 1.19K | — | |
| 2026-07-05 | Schumacher Steven | Chief People Officer | Withheld for tax | 282 | $34.98K |
| 2026-07-01 | Randolph Diane | Grant | 1.24K | $149.98K | |
| 2026-07-01 | GRISE CHERYL W | Grant | 1.24K | $149.98K | |
| 2026-07-01 | JOHNSON TIMOTHY A | Grant | 1.24K | $149.98K | |
| 2026-07-01 | Randolph Diane | C | 1.40K | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 96.5% |
| HHI | 4,135 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| Fidelity / FMR LLC | $3.02B | 24.96M |
| State Street Corp | $1.08B | 8.94M |
| Citadel Advisors | $452.64M | 3.74M |
| Capital Research / Capital World | $165.69M | 1.37M |
| AQR Capital Management | $156.62M | 1.31M |
| Millennium Management | $118.10M | 976.47K |
| Bridgewater Associates | $38.20M | 315.86K |
| Renaissance Technologies | $20.61M | 170.40K |
| T. Rowe Price Group | $125.12K | 1.03M |
As of 2026-06-30
SEC Filings
The Long Run
FY 2010–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $16.77B | +7.8% | |
| Gross profit | $6.01B | +19.7% | |
| Operating income | $1.65B | +13.4% | |
| Net income | -$998.40M | -5.1% | |
| Cash from ops | $1.43B | +11.1% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $113.31 | $114.82 | $112.66 | $114.07 | 2.01M |
| Sep 24 | $114.07 | $116.11 | $113.43 | $113.50 | 1.85M |
| Sep 23 | $114.74 | $115.28 | $112.15 | $113.16 | 2.24M |
| Sep 22 | $112.87 | $117.38 | $112.87 | $115.04 | 2.81M |
| Sep 21 | $112.46 | $114.56 | $111.23 | $112.33 | 3.02M |
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