SCHEDULE: FMR LLC Reports 13% Stake in Dollar Tree
Beneficial Ownership Filing (Schedule 13G Amendment)
FMR LLC and Abigail P. Johnson have filed a Schedule 13G, reporting beneficial ownership of 24,922,005.14 shares, representing 13.0% of Dollar Tree Inc.'s common stock as of June 30, 2026.
Summary
- FMR LLC and Abigail P. Johnson have filed an amendment to their Schedule 13G filing.
- The filing reports beneficial ownership of 24,922,005.14 shares of Dollar Tree Inc. common stock.
- This ownership represents 13.0% of the class of securities.
- The date of the event requiring this filing is June 30, 2026.
- FMR LLC is classified as a holding company (HC).
- Abigail P. Johnson is classified as an insider (IN).
Sentiment
Score: 5
Explanation: StockSavvy.ai views this as a neutral filing, primarily reporting a change in beneficial ownership percentage and confirming existing holdings without new strategic information or significant financial performance updates.
Positives
- FMR LLC and Abigail P. Johnson maintain a significant stake, indicating continued confidence or investment strategy.
- The filing confirms a substantial ownership percentage (13.0%) in Dollar Tree Inc.
Negatives
- No new financial performance data or strategic initiatives are disclosed in this filing.
- The filing is an amendment to a previous filing, suggesting no new material event beyond reporting ownership.
Risks
- The filing does not explicitly mention any new risks.
- Potential risks associated with significant institutional ownership, such as influence on corporate strategy or potential for large sell-offs, are not detailed.
Future Outlook
This filing does not contain forward-looking statements or guidance. It is a report of beneficial ownership.
Management Comments
- Fidelity Contrafund's interest in the COMMON STOCK of DOLLAR TREE INC amounted to 10,791,748.00 shares or 5.6% of the total outstanding COMMON STOCK at 06/30/2026.
- Abigail P. Johnson is a Director, the Chairman and the Chief Executive Officer of FMR LLC.
- Members of the Johnson family may be deemed to form a controlling group with respect to FMR LLC through their ownership of voting common shares and a shareholders' voting agreement.
Industry Context
StockSavvy.ai notes that Schedule 13G filings are common for large institutional investors like FMR LLC, indicating their significant role in the equity markets. This filing confirms FMR's substantial position in the retail sector, specifically within Dollar Tree.
Stakeholder Impact
- Shareholders: The continued significant ownership by FMR LLC may influence market perception and potentially impact stock price volatility.
- Management: The substantial stake held by FMR LLC and its affiliates could lead to increased engagement or influence on corporate governance and strategic decisions.
Next Steps
- FMR LLC and Abigail P. Johnson will continue to report any material changes in their beneficial ownership of Dollar Tree Inc. common stock as required by SEC regulations.
Key Dates
| Date | Description |
|---|---|
| 01/03/2023 | Effective date of Power of Attorney for FMR LLC. |
| 01/31/2023 | Effective date of Power of Attorney for Abigail P. Johnson. |
| 06/30/2026 | Date of event which requires filing of this statement. |
| 08/05/2026 | Date of joint filing agreement and signature date. |
Keywords
Dollar Tree, FMR LLC, Abigail P. Johnson, Schedule 13G, Beneficial Ownership, Institutional Investor, Common Stock
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