The London Company reported a double-digit surge in US equities in the second quarter of 2025. The mid-cap composite rose 5.7%, falling short of the Russell Midcap Index’s 8.5% increase. Dollar Tree, Inc. (DLTR) was highlighted as a top performer, gaining 11.63% in one month and closing at $114.99 per share on July 29, 2025.

The London Company praised Dollar Tree, Inc. (DLTR) in its second quarter 2025 investor letter for selling its underperforming Family Dollar business. This move has led to a stock re-rating, positioning DLTR as a higher-quality company focused on value creation. The elimination of the de minimis exemption has also boosted sentiment towards retailers like DLTR.

Despite the potential of Dollar Tree, Inc. (DLTR) as an investment, it is not among the 30 most popular stocks among hedge funds. While 67 hedge fund portfolios held DLTR at the end of the first quarter, we believe certain AI stocks offer greater upside potential with less downside risk. For those seeking an undervalued AI stock with potential benefits from Trump-era tariffs, check out our free report on the best short-term AI stock.

Read more at Yahoo Finance.: Dollar Tree (DLTR) Rose Following the Divestiture