Mondrian Investment Partners 13F: Cuts DLTR Stake by $64M

Mondrian Investment Partners cut its stake in Dollar Tree, Inc. DLTR by 49.3%, selling 564,365 shares during the quarter according to a Form 13F filing on October 23, 2026. The fund owned 1,144,955 shares before the trade and finished with 580,590 shares. The remaining holdings were worth about $66.2 million at the time of the report. Dollar Tree closed at $125.31 on the filing date.

DLTR Dollar Tree, Inc.

$125.31 ▼ -1.87% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Mondrian Investment Partners's Dollar Tree Position

The fund reduced its exposure to the discount retailer by 564,365 shares, leaving it with 580,590 shares. That 49.3% reduction leaves the firm with a smaller footprint in the company. The reported value of the remaining shares stood at $66,198,872.

Other Institutional Activity in Dollar Tree

Other large investment firms have adjusted their positions in the retailer recently as well. Edgepoint Investment Group Inc. grew its holdings by 1,275,054 shares, ending with 9,581,598 shares worth about $1.2 billion after a 15.3% increase. Primecap Management Company grew its holdings by 39,900 shares, ending with 3,768,875 shares worth about $472.3 million after a 1.1% increase.

Dollar Tree, Inc. Stock Down 0.1%

Dollar Tree shares closed at $125.31 on October 23, 2026. The stock recently traded at $125.31, sitting 12.0% below its 52-week high of $142.40 and well above its 52-week low of $85.88. The company has a market capitalization of roughly $24.6 billion and a price-to-earnings ratio of 16.0.

Recent Earnings

Dollar Tree reported trailing twelve month revenue of $20.1 billion alongside $8.21 in earnings per share. The company generated a net profit margin of 8.0% and a return on equity of 46.0%. Revenue grew 7.0% compared to the same period a year earlier. The next earnings report is scheduled for December 2, 2026.

Insider Buying and Selling at Dollar Tree, Inc.

Company insiders have made several trades over the past year. Chief Technology Officer Robert Aflatooni sold 175 shares on January 7, 2026, at $131.18 for a total of $22,956. L.P. Mantle Ridge sold 2,230,455 shares on June 24, 2026, at $111.31 for $248.3 million. Robert Aflatooni later sold 2,500 shares on August 31, 2026, at $126.01 for $315,025. Director Stephanie P Stahl sold 1,185 shares on September 4, 2026, at $131.47 for $155,792.

Analysts Set New Price Targets

Wall Street firms have updated their outlooks on the stock in recent weeks. On August 28, 2026, UBS maintained its Buy rating while raising its price target from $145.00 to $150.00. Piper Sandler maintained a Neutral rating on August 31, 2026, raising its target from $114.00 to $121.00. Barclays maintained an Overweight rating on September 4, 2026, pushing its target from $140.00 to $160.00. Evercore ISI Group maintained an In-Line rating on September 29, 2026, lowering its target from $140.00 to $135.00. Loop Capital upgraded the stock to Buy on October 1, 2026, lifting its target from $130.00 to $140.00. The stock carries a consensus Hold rating and a mean price target of $135.38 across 26 analyst opinions.

About Dollar Tree

Dollar Tree, Inc. operates discount retail stores across the United States and Canada under the Dollar Tree and Dollar Tree Canada brands. Headquartered in Chesapeake, Virginia, the company employs roughly 150,000 workers. It offers a wide variety of merchandise at fixed low price points, serving budget-conscious shoppers.

Bottom Line

Investors will watch for the company's next earnings report on December 2, 2026, to gauge how retail demand is holding up. Institutional adjustments and analyst updates will continue to shape market sentiment for the discount chain.