Dollar Tree Ownership

DLTR Stock  USD 81.77  0.88  1.09%   
The majority of Dollar Tree outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to obtain positions in Dollar Tree to benefit from reduced commissions. Consequently, institutional investors are subject to a different set of regulations than regular investors in Dollar Tree. Please pay attention to any change in the institutional holdings of Dollar Tree as this could imply that something significant has changed or is about to change at the company. On December 29, 2021, Representative Julie Johnson of US Congress acquired under $15k worth of Dollar Tree's common stock.
 
Shares in Circulation  
First Issued
1995-03-31
Previous Quarter
215.2 M
Current Value
215.3 M
Avarage Shares Outstanding
267.6 M
Quarterly Volatility
43.8 M
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
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.
To learn how to invest in Dollar Stock, please use our How to Invest in Dollar Tree guide.

Dollar Stock Ownership Analysis

About 100.0% of the company shares are held by institutions such as insurance companies. The book value of Dollar Tree was currently reported as 18.49. The company has Price/Earnings To Growth (PEG) ratio of 1.12. Dollar Tree had not issued any dividends in recent years. The entity had 2:1 split on the 24th of November 2020. 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

18.64 Billion

Dollar Tree Insider Trades History

Less than 1% of Dollar Tree are currently held by insiders. Unlike Dollar Tree's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Dollar Tree's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Dollar Tree's insider trades
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

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
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T. Rowe Price Associates, Inc.2021-11-18
3.4 M
Amvescap Plc.2021-11-18
3.2 M
Morgan Stanley - Brokerage Accounts2021-11-18
3.2 M
Corvex Management Lp2021-11-18
2.9 M
Fmr Inc2021-11-18
2.7 M
Dimensional Fund Advisors, Inc.2021-11-18
2.6 M
Millennium Management Llc2021-11-18
2.6 M
Vanguard Group Inc2021-11-18
23.5 M
Blackrock Inc2021-11-18
15.7 M
Note, although Dollar Tree's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

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.
2025-02-13Representative Julie JohnsonAcquired Under $15KVerify
2024-10-08Representative Ro KhannaAcquired Under $15KVerify

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.

Dollar Tree Corporate Filings

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.