Dollar Tree Inc. (DLTR) — Q3 2025 Results
Dollar Tree Inc. reported third-quarter 2025 revenue of $4.75 billion, down 37.22% year-over-year and slightly below the consensus revenue estimate of $4.79 billion. Diluted earnings per share were $1.20, up 11.11% year-over-year and above the EPS estimate of $1.10.
Despite a sharp decline in top-line sales, Dollar Tree managed to increase operating profit and net income year-over-year, with EPS outpacing expectations. The results suggest some margin resilience even as revenue contracted.
On the cash and balance-sheet side, operating cash flow fell sharply and capital spending was reduced year-over-year. Cash reserves declined modestly while total liabilities were lower than a year earlier. Investors will likely watch how management addresses the revenue weakness while sustaining profitability and cash generation going forward.
Dollar Tree Inc. Insider Trading Activity
Dollar Tree Inc. insiders have traded $DLTR stock on the open market 7 times in the past 6 months. Of those trades, 3 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $DLTR stock by insiders over the last 6 months:
- RICHARD L MCNEELY (CMO - Dollar Tree) sold 21,026 shares for an estimated $1,989,480
- STEWART GLENDINNING (Chief Financial Officer) has made 2 purchases buying 3,500 shares for an estimated $342,130 and 0 sales.
- ROBERT AFLATOONI (Chief Information Officer) has made 0 purchases and 2 sales selling 1,435 shares for an estimated $136,397.
- STEPHANIE STAHL sold 1,185 shares for an estimated $118,878
- ADITYA MAHESHWARI (Chief Accounting Officer) purchased 610 shares for an estimated $59,898
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dollar Tree Inc. Hedge Fund Activity
We have seen 377 institutional investors add shares of Dollar Tree Inc. stock to their portfolio, and 443 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 8,244,533 shares (+179.3%) to their portfolio in Q3 2025, for an estimated $778,036,579
- PRICE T ROWE ASSOCIATES INC /MD/ added 5,186,942 shares (+102.0%) to their portfolio in Q3 2025, for an estimated $489,491,716
- D. E. SHAW & CO., INC. removed 3,670,288 shares (-86.7%) from their portfolio in Q3 2025, for an estimated $346,365,078
- CITADEL ADVISORS LLC removed 3,118,279 shares (-94.7%) from their portfolio in Q3 2025, for an estimated $294,271,989
- BALYASNY ASSET MANAGEMENT L.P. removed 2,402,685 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $226,741,383
- MARSHALL WACE, LLP removed 2,145,742 shares (-82.7%) from their portfolio in Q3 2025, for an estimated $202,493,672
- MADISON ASSET MANAGEMENT, LLC removed 1,709,331 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $169,292,142
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dollar Tree Inc. Analyst Ratings
Wall Street analysts have issued reports on $DLTR in the last several months. We have seen 4 firms issue buy ratings on the stock, and 4 firms issue sell ratings.
Here are some recent analyst ratings:
- Telsey Advisory Group issued a "Outperform" rating on 12/03/2025
- Goldman Sachs issued a "Sell" rating on 11/13/2025
- Wells Fargo issued a "Overweight" rating on 10/10/2025
- Jefferies issued a "Underperform" rating on 10/07/2025
- Guggenheim issued a "Buy" rating on 09/08/2025
- B of A Securities issued a "Underperform" rating on 09/04/2025
- Gordon Haskett issued a "Reduce" rating on 09/03/2025
To track analyst ratings and price targets for Dollar Tree Inc., check out Quiver Quantitative's $DLTR forecast page.
Dollar Tree Inc. Price Targets
Multiple analysts have issued price targets for $DLTR recently. We have seen 15 analysts offer price targets for $DLTR in the last 6 months, with a median target of $108.0.
Here are some recent targets:
- Joseph Feldman from Telsey Advisory Group set a target price of $130.0 on 12/03/2025
- Kate McShane from Goldman Sachs set a target price of $103.0 on 11/13/2025
- Greg Melich from Evercore ISI Group set a target price of $104.0 on 11/11/2025
- Edward Kelly from Wells Fargo set a target price of $115.0 on 10/10/2025
- Corey Tarlowe from Jefferies set a target price of $70.0 on 10/07/2025
- Zhihan Ma from Bernstein set a target price of $100.0 on 10/06/2025
- John Heinbockel from Guggenheim set a target price of $125.0 on 09/08/2025
