Dollar Tree Ownership
| DLTR Stock | USD 110.12 1.97 1.82% |
Shares in Circulation | First Issued 1995-03-31 | Previous Quarter 215.3 M | Current Value 213.9 M | Avarage Shares Outstanding 267.1 M | Quarterly Volatility 43.9 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Dollar Tree. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in estimate. Dollar Stock Ownership Analysis
About 100.0% of the company shares are held by institutions such as insurance companies. The company has Price/Earnings To Growth (PEG) ratio of 1.12. Dollar Tree recorded earning per share (EPS) of 5.07. The entity had not issued any dividends in recent years. The firm had 2:1 split on the 27th of June 2012. The Dollar Tree segment offers merchandise at the fixed price of 1.25. The company was founded in 1986 and is based in Chesapeake, Virginia. Dollar Tree operates under Discount Stores classification in the United States and is traded on NASDAQ Exchange. It employs 61886 people. To learn more about Dollar Tree call Michael Witynski at 757 321 5000 or check out https://www.dollartree.com.Besides selling stocks to institutional investors, Dollar Tree also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Dollar Tree's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Dollar Tree's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Dollar Tree Quarterly Liabilities And Stockholders Equity |
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Dollar Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Dollar Tree is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Dollar Tree backward and forwards among themselves. Dollar Tree's institutional investor refers to the entity that pools money to purchase Dollar Tree's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Amvescap Plc. | 2025-03-31 | 3.5 M | Marshall Wace Asset Management Ltd | 2025-03-31 | 3.4 M | Corvex Management Lp | 2025-03-31 | 3.2 M | Fmr Inc | 2025-03-31 | 3.2 M | Nomura Holdings Inc | 2025-03-31 | 3.1 M | Morgan Stanley - Brokerage Accounts | 2025-03-31 | 3 M | Dimensional Fund Advisors, Inc. | 2025-03-31 | 2.6 M | Bank Of America Corp | 2025-03-31 | 2.3 M | Alyeska Investment Group, L.p. | 2025-03-31 | 2.3 M | Vanguard Group Inc | 2025-03-31 | 23.8 M | Blackrock Inc | 2025-03-31 | 16.4 M |
Dollar Tree Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Dollar Tree insiders, such as employees or executives, is commonly permitted as long as it does not rely on Dollar Tree's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Dollar Tree insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Dollar Tree's latest congressional trading
Congressional trading in companies like Dollar Tree, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Dollar Tree by those in governmental positions are based on the same information available to the general public.
| 2025-05-15 | Representative Julie Johnson | Acquired Under $15K | Verify | ||
| 2021-02-10 | Representative Susie Lee | Acquired Under $15K | Verify |
Dollar Tree Outstanding Bonds
Dollar Tree issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Dollar Tree uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Dollar bonds can be classified according to their maturity, which is the date when Dollar Tree has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| BNP Paribas FRN Corp BondUSF1R15XK367 | View | |
| DLTR 3375 01 DEC 51 Corp BondUS256746AK45 | View | |
| DLTR 265 01 DEC 31 Corp BondUS256746AJ71 | View | |
| DOLLAR TREE INC Corp BondUS256746AH16 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Dollar Tree Corporate Filings
F4 | 15th of July 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 9th of July 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
F3 | 8th of May 2025 The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock | ViewVerify |
| 6th of May 2025 Other Reports | ViewVerify |
Pair Trading with Dollar Tree
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Dollar Tree position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Dollar Tree will appreciate offsetting losses from the drop in the long position's value.Moving together with Dollar Stock
Moving against Dollar Stock
| 0.91 | JZ | Jianzhi Education | PairCorr |
| 0.77 | K | Kellanova Earnings Call This Week | PairCorr |
| 0.77 | BJ | BJs Wholesale Club | PairCorr |
| 0.69 | GO | Grocery Outlet Holding | PairCorr |
| 0.62 | DNUT | Krispy Kreme | PairCorr |
The ability to find closely correlated positions to Dollar Tree could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Dollar Tree when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Dollar Tree - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Dollar Tree to buy it.
The correlation of Dollar Tree is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Dollar Tree moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Dollar Tree moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Dollar Tree can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Dollar Stock Analysis
When running Dollar Tree's price analysis, check to measure Dollar Tree's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Dollar Tree is operating at the current time. Most of Dollar Tree's value examination focuses on studying past and present price action to predict the probability of Dollar Tree's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Dollar Tree's price. Additionally, you may evaluate how the addition of Dollar Tree to your portfolios can decrease your overall portfolio volatility.