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DLTR

Dollar Tree, Inc.

Consumer Defensive · $21.8B market cap

Verdict

Share price

$112.16

close of Oct 3, 2026

Fair value

$154.83

Sticker Price

Payback Price

$61.93

buy price

Undervalued

DLTR is Undervalued: at $112.16 it trades 28% below its fair value of $154.83. Its buy price (Payback Price) is $61.93, 45% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

4 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth13.0% a year✓
Equity per share growth14.0% a year✓
Sales growth10.0% a year✓
Free cash flow growth10.3% a year✓
Return on invested capital9.1%✗

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Superinvestors

1 of the investors we track holds DLTR. Who we track

Christopher Bloomstran

Semper Augustus · as of Q2 2026

$64.1M

530,113 shares

Insider activity

Since Jun 24, 2026: no open-market purchases, 14 sales worth $1.8B and 16 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Stahl Stephanie

director · 2026-09-04

Sold

$156K

Aflatooni Robert

Chief Information Officer · 2026-08-31

Sold

$315K

Mantle Ridge LP

director · 2026-06-24

Sold

$8.3M

Mantle Ridge LP

director · 2026-06-24

Sold

$25.0M

Mantle Ridge LP

director · 2026-06-24

Sold

$18.6M

Show all 14 sales

Mantle Ridge LP

director · 2026-06-24

Sold

$15.5M

Mantle Ridge LP

director · 2026-06-24

Sold

$2.3M

Mantle Ridge LP

director · 2026-06-24

Sold

$7.4M

Mantle Ridge LP

director · 2026-06-24

Sold

$927.6M

Mantle Ridge LP

director · 2026-06-24

Sold

$384.9M

Mantle Ridge LP

director · 2026-06-24

Sold

$138.5M

Mantle Ridge LP

director · 2026-06-24

Sold

$5.1M

Mantle Ridge LP

director · 2026-06-24

Sold

$248.3M

Mantle Ridge LP

director · 2026-06-24

Sold

$19.9M

Other filings

Maheshwari Aditya

Chief Accounting Officer · 2026-08-02

Tax withholding

$16K

Stahl Stephanie

director · 2026-08-01

C-Conversion

1,185 shares

Schumacher Steven

Chief People Officer · 2026-07-05

Tax withholding

$35K

HEINRICH DANIEL J

director · 2026-07-01

Award

$150K

Randolph Diane

director · 2026-07-01

C-Conversion

1,398 shares

Show all 16 other filings

Randolph Diane

director · 2026-07-01

Award

$150K

Douglas William W III

director · 2026-07-01

Award

1,238.13 shares

KELLY EDWARD J III

director · 2026-07-01

Award

2,063.56 shares

KELLY EDWARD J III

director · 2026-07-01

Award

309.53 shares

Stahl Stephanie

director · 2026-07-01

Award

371.44 shares

Stahl Stephanie

director · 2026-07-01

Award

1,238.13 shares

SCOTT BERTRAM L

director · 2026-07-01

Award

1,238.13 shares

JOHNSON TIMOTHY A

director · 2026-07-01

Award

$150K

GRISE CHERYL W

director · 2026-07-01

Award

$150K

Mantle Ridge LP

director · 2026-06-24

J-Other

10,266,164 shares

Mantle Ridge LP

director · 2026-06-24

C-Conversion

$89.6M

About Dollar Tree, Inc.

Dollar Tree, Inc. (DLTR) operates as a leading discount retailer, managing its extensive operations through two principal divisions: Dollar Tree and Family Dollar. The Dollar Tree segment distinguishes itself by offering all its merchandise at a consistent price of $1.25. Its product range is broad, encompassing essential consumables like confectionery, various food items, health and personal care products…

Discount Stores

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works