Cross-institution positioning
Aug 6, 2026Mixed positioning. 1 accumulating, 2 reducing, 1 exited across 4 comparable institutions.
Source: Schedule 13 researchDLTR Institutional Ownership
DOLLAR TREE, INC.
Latest stored close $118.62 as of Oct 8, 2026 View live quote ↗
STOCKNODE Outlook
Neutral
56/100
5 tracked · 4 comparable
Latest filing
Aug 6, 2026
Positive breadth
2 positive · 3 negative
Recent close
$118.62
Research confidence
Medium
Institutional Research 61/100 · 1 accumulating · 3 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 6, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
Unlock the reported ownership timeline
Unlock full research
Accumulating1
Newly reported1
Reducing / exited
3
52-week position
—
Institutional Intelligence
Why STOCKNODE says Neutral
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Neutral 56/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 3 reducing/exited.
- 1 tracked institution shows persistent accumulation.
- 1 tracked institution show accelerating accumulation.
- Comparable SEC fundamentals are improving.
Institutional
58/100
Insiders
40/100
Fundamentals
64/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 1 reduced/exited across 2 managers in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Oct 1, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 2 reporting owners. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Sep 25, 20264 non-amendment material events in the last 90 days; Latest classified evidence: Charter or bylaw change. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Aug 27, 2026Revenue +7.0% YoY; Net income +173.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 49% through its reported 52-week range; +16.0% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Fidelity / FMR.
Filed Aug 6, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 6, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed Aug 6, 2026
Direction locked
Vanguard Capital Management
Filed Apr 29, 2026
Direction locked
T. Rowe Price Associates
Filed Feb 17, 2026
Direction locked
BlackRock
Filed Feb 7, 2024
Direction locked
Vanguard Group
Filed Mar 26, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
Unlock full research
Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
View plans
Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed Aug 6, 2026
Vanguard Capital Management
Filed Apr 29, 2026
T. Rowe Price Associates
Filed Feb 17, 2026
BlackRock
Filed Feb 7, 2024
Vanguard Group
Filed Mar 26, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales11 reporting owner(s)
90-day purchase breadth0
90-day sale breadth2Multi-insider
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Oct 1, 2026 | Stahl Stephanie | AGrant, award, or other acquisition · derivative | Phantom Stock | 393 | $114.43 | Direct | Oct 2, 2026 |
| Oct 1, 2026 | KELLY EDWARD J III | AGrant, award, or other acquisition · derivative | Phantom Stock | 328 | $114.43 | Direct | Oct 2, 2026 |
| Sep 4, 2026 | Stahl Stephanie | SOpen-market or private sale | Common Stock | 1.2K | $131.47 | Direct | Sep 4, 2026 |
| Aug 31, 2026 | Aflatooni Robert | SOpen-market or private sale | Common Stock | 2.5K | $126.01 | Direct | Sep 1, 2026 |
| Aug 2, 2026 | Maheshwari Aditya | FTax/price withholding or payment | Common Stock | 127 | $127.21 | Direct | Aug 3, 2026 |
| Aug 1, 2026 | Stahl Stephanie | CConversion of derivative · derivative | Phantom Stock | 1.2K | — | Direct | Aug 3, 2026 |
| Aug 1, 2026 | Stahl Stephanie | CConversion of derivative | Common Stock | 1.2K | — | Direct | Aug 3, 2026 |
| Jul 5, 2026 | Schumacher Steven | FTax/price withholding or payment | Common Stock | 282 | $124.05 | Direct | Jul 7, 2026 |
| Jul 1, 2026 | GRISE CHERYL W | AGrant, award, or other acquisition | Common Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | JOHNSON TIMOTHY A | AGrant, award, or other acquisition | Common Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | SCOTT BERTRAM L | AGrant, award, or other acquisition · derivative | Phantom Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Stahl Stephanie | AGrant, award, or other acquisition · derivative | Phantom Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Stahl Stephanie | AGrant, award, or other acquisition · derivative | Phantom Stock | 371 | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | KELLY EDWARD J III | AGrant, award, or other acquisition · derivative | Phantom Stock | 310 | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | KELLY EDWARD J III | AGrant, award, or other acquisition · derivative | Phantom Stock | 2.1K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Douglas William W III | AGrant, award, or other acquisition · derivative | Phantom Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Randolph Diane | CConversion of derivative · derivative | Phantom Stock | 1.4K | — | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Randolph Diane | AGrant, award, or other acquisition | Common Stock | 1.2K | $121.15 | Direct | Jul 6, 2026 |
| Jul 1, 2026 | Randolph Diane | CConversion of derivative | Common Stock | 1.4K | — | Direct | Jul 6, 2026 |
| Jul 1, 2026 | HEINRICH DANIEL J | AGrant, award, or other acquisition | Common Stock | 1.2K | $121.15 | Indirect | Jul 6, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events2
90-day capital-related0
90-day equity-related0
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Sep 25, 2026 | 8-K | 5.03, 9.01 | Charter or bylaw change; Financial statements / exhibits | — | Filing |
| Aug 27, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Aug 6, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jul 2, 2026 | 8-K | 8.01, 9.01 | Other event; Financial statements / exhibits | — | Filing |
| Jun 23, 2026 | 8-K | 5.03, 5.07, 9.01 | Charter or bylaw change; Shareholder vote results; Financial statements / exhibits | — | Filing |
| May 28, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| May 7, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Mar 23, 2026 | 8-K | 1.01, 1.02, 2.03, 9.01 | Material definitive agreement; Termination of material agreement; New direct financial obligation; Financial statements / exhibits | Debt | Filing |
| Mar 16, 2026 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Feb 23, 2026 | 8-K | 7.01, 9.01 | Regulation FD disclosure; Financial statements / exhibits | — | Filing |
| Jan 30, 2026 | 8-K/AAmendment | 5.02 | Director or executive change | — | Filing |
| Dec 3, 2025 | 8-K | 2.02, 7.01, 9.01 | Results of operations / financial condition; Regulation FD disclosure; Financial statements / exhibits | — | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
$4.9B
Q2 2026
+7.0% YoY 10-Q filed Aug 27, 2026
Operating income
$690.1M
Q2 2026
+198.7% YoY 10-Q filed Aug 27, 2026
Operating margin
14.1%
Q2 2026
+9.1 pts YoY 10-Q filed Aug 27, 2026
Net income
$514.5M
Q2 2026
+173.1% YoY 10-Q filed Aug 27, 2026
Diluted EPS
$2.70
Q2 2026
+196.7% YoY 10-Q filed Aug 27, 2026
Operating cash flow
$1.8B
YTD through Nov 2, 2024
+25.1% YoY 10-Q filed Dec 4, 2024
Cash & equivalents
$1.1B
As of Aug 1, 2026
+58.8% YoY 10-Q filed Aug 27, 2026
Long-term debt
$2.9B
As of May 2, 2026
-14.5% YoY 10-Q filed May 28, 2026
Assets
$14.0B
As of Aug 1, 2026
+4.8% YoY 10-Q filed Aug 27, 2026
Liabilities
$10.6B
As of Aug 1, 2026
+8.4% YoY 10-Q filed Aug 27, 2026
Stockholders’ equity
$3.4B
As of Aug 1, 2026
-5.0% YoY 10-Q filed Aug 27, 2026
Shares outstanding
187.6M
As of Aug 25, 2026
-8.0% YoY 10-Q filed Aug 27, 2026
View recent revenue trend
Quarterly
| Period | Revenue | YoY |
|---|---|---|
| Ended Aug 1, 2026 | $4.9B | +7.0% |
| Ended May 2, 2026 | $5.0B | +7.2% |
| Ended Nov 1, 2025 | $4.7B | +9.4% |
| Ended Aug 2, 2025 | $4.6B | +12.3% |
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Jan 31, 2026 | $19.4B | +10.4% |
| Ended Feb 1, 2025 | $17.6B | +4.7% |
| Ended Feb 3, 2024 | $16.8B | +8.9% |
| Ended Jan 28, 2023 | $15.4B | -41.4% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$112.79
View live quote ↗
52-week low
$84.71
Oct 7, 2025
52-week high
$142.40
Jan 15, 2026
Below 52-week high
20.8%
1W return
-9.1%
1M return
-12.8%
3M return
-0.1%
6M return
+5.0%
YTD return
-8.3%
1Y return
+16.0%
30-day volatility
37.0%
90-day volatility
47.2%
1Y max drawdown
-38.5%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 21 filing(s) · 18 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Management CIK0002100119 | Jun 30, 2026 quarter end Aug 13, 2026 filed Form 13F quarter-end evidence | Earlier Form 13F quarter-end holding Quarter-end holding evidence; no ownership percentage or signal. | 11.9M | $118.62 | |||
| Fidelity / FMR CIK0000315066 | Jun 30, 2026 observed Aug 6, 2026 filed · 37d Schedule 13G amendment | Reported accumulation | 24.9K +3.9K | 13.00% +1.00 pts | $120.95 | $129.68 | $118.62 |
| Fidelity / FMR CIK0000315066 | Apr 30, 2026 observed May 7, 2026 filed · 7d Schedule 13G amendment | Reported accumulation | 21.0K +1.6K | 12.00% 0.00 pts | $97.11 | $96.76 | $118.62 |
Explore more institutional activity
Related research
Compare DLTR with other securities showing similar institutional activity or recent accumulation across several tracked institutions.