Dollar Tree Shares Surge 2 as $610M Volume Ranks 172nd Amid Analyst Optimism and $2.5B Buyback

On September 2, 2025, Dollar Tree (DLTR) closed at $109.17, up 2.00% with a trading volume of $610 million, a 49.26% increase from the previous day, ranking 172nd in market activity. Analyst activity highlighted mixed but cautiously optimistic signals for the stock.

Piper Sandler maintained a Neutral rating with a $112 price target, while Telsey Advisory Group upgraded from Market Perform to Buy, raising its target to $130. Evercore ISI Group and Morgan Stanley also increased price targets, reflecting improved sentiment around the retailer’s strategic moves. Meanwhile, Corebridge Financial Inc. reduced its stake by 3.9%, selling 2,451 shares, though institutional ownership remains strong at 97.4%.

The company announced a $2.5 billion share repurchase program, signaling management confidence in its valuation. This follows a partnership with Uber Eats, expanding Dollar Tree’s reach to 9,000 stores nationwide. The initiative, combined with a 11.3% year-over-year revenue growth in Q2, underscores efforts to drive customer traffic and operational efficiency.

Analysts remain divided, with eight Buy ratings, eleven Holds, and two Sells. The average target price stands at $104.53, forecasting a potential -9.45% decline over 12 months. Despite short-term volatility, long-term projections suggest revenue growth of 6.01% for 2026 and 15.44% EPS expansion, driven by cost discipline and strategic investments.