Dollar Tree (NASDAQ:DLTR) Issues FY 2026 Earnings Guidance

Dollar Tree (NASDAQ:DLTR) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.700-8.050 for the period, compared to the consensus estimate of 5.950. The company issued revenue guidance of $20.5 billion-$20.7 billion, compared to the consensus revenue estimate of $19.7 billion. Dollar Tree also updated its Q3 2026 guidance to 0.800-0.950 EPS.

Dollar Tree Trading Up 1.0%

Shares of DLTR stock opened at $128.26 on Friday. Dollar Tree has a twelve month low of $84.71 and a twelve month high of $142.40. The stock’s fifty day simple moving average is $126.03 and its 200 day simple moving average is $114.77. The company has a quick ratio of 0.39, a current ratio of 1.13 and a debt-to-equity ratio of 0.86. The firm has a market capitalization of $24.65 billion, a P/E ratio of 15.66, a P/E/G ratio of 1.39 and a beta of 0.64.

Dollar Tree (NASDAQ:DLTR) last posted its earnings results on Thursday, August 27th. The company reported $2.70 EPS for the quarter, beating the consensus estimate of $1.15 by $1.55. Dollar Tree had a return on equity of 38.61% and a net margin of 8.03%.The firm had revenue of $4.89 billion during the quarter, compared to the consensus estimate of $4.86 billion. During the same period last year, the company earned $0.77 earnings per share. The business’s quarterly revenue was up 7.0% on a year-over-year basis. Dollar Tree has set its Q3 2026 guidance at 0.800-0.950 EPS and its FY 2026 guidance at 7.700-8.050 EPS. As a group, sell-side analysts predict that Dollar Tree will post 7.13 EPS for the current fiscal year.

Dollar Tree declared that its Board of Directors has initiated a share repurchase plan on Thursday, July 2nd that allows the company to repurchase $2.50 billion in shares. This repurchase authorization allows the company to buy up to 10.7% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Benchmark began coverage on shares of Dollar Tree in a report on Wednesday, July 8th. They set a “hold” rating on the stock. Weiss Ratings upgraded shares of Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 18th. JPMorgan Chase & Co. raised their price target on shares of Dollar Tree from $160.00 to $170.00 and gave the company an “overweight” rating in a research note on Monday, July 6th. BMO Capital Markets reiterated a “market perform” rating and set a $135.00 price target on shares of Dollar Tree in a report on Friday. Finally, Truist Financial boosted their price objective on shares of Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a research note on Tuesday. Ten research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Dollar Tree currently has an average rating of “Hold” and a consensus target price of $129.18.

Key Headlines Impacting Dollar Tree

Here are the key news stories impacting Dollar Tree this week:

• Positive Sentiment: Dollar Tree reported second-quarter revenue of $4.89 billion, up 7% year over year and above estimates of approximately $4.86 billion. Adjusted earnings per share reached $2.70, substantially exceeding the $1.15 consensus, helped by higher markups, lower freight costs, reduced shrinkage and tariff-related refunds. Dollar Tree beats quarterly revenue estimates on steady demand
• Positive Sentiment: Comparable-store sales rose 3.7%, driven by a 3.3% increase in average ticket and positive customer traffic of 0.4%. Management also cited improving assortments and continued demand for affordable essentials. Dollar Tree Q2 earnings call highlights
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10. Dollar Tree also repurchased approximately 5.6 million shares for $605 million during the quarter, supporting per-share results. Dollar Tree lifts earnings outlook
• Neutral Sentiment: Dollar Tree is attracting more middle- and high-income shoppers seeking value, while lower-income customers remain pressured by the cost of necessities. This broadens the customer base but also highlights uneven consumer health. Dollar Tree attracts higher-income customers
• Negative Sentiment: Third-quarter adjusted EPS guidance of $0.80–$0.95 was well below the roughly $1.40 analyst expectation. Investors viewed the outlook as evidence that fuel costs, tariffs and reinvestment expenses could pressure profitability, overshadowing the second-quarter beat and the higher full-year forecast. Dollar Tree cites higher fuel prices as a headwind

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the company. Compound Planning Inc. increased its position in shares of Dollar Tree by 30.3% during the fourth quarter. Compound Planning Inc. now owns 3,031 shares of the company’s stock worth $373,000 after buying an additional 704 shares during the period. Invesco Ltd. lifted its holdings in Dollar Tree by 1.5% in the fourth quarter. Invesco Ltd. now owns 2,719,303 shares of the company’s stock valued at $334,501,000 after buying an additional 39,506 shares during the period. Corient Private Wealth LLC boosted its position in Dollar Tree by 102.9% during the fourth quarter. Corient Private Wealth LLC now owns 40,461 shares of the company’s stock valued at $4,977,000 after acquiring an additional 20,519 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its holdings in Dollar Tree by 16.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 12,266 shares of the company’s stock worth $1,477,000 after acquiring an additional 1,706 shares during the period. Finally, Owlhouse Capital LP acquired a new stake in Dollar Tree during the 4th quarter worth about $3,014,000. Institutional investors and hedge funds own 97.40% of the company’s stock.

Dollar Tree Company Profile

Dollar Tree, Inc is a North American discount retailer that operates a portfolio of value-oriented store banners, primarily Dollar Tree and Family Dollar. The company’s stores offer a broad assortment of everyday items at low price points, including household essentials, food and snacks, health and beauty products, cleaning supplies, seasonal and party goods, home décor, and basic apparel. Dollar Tree’s merchandising strategy emphasizes high-turnover branded and private-label merchandise tailored to budget-conscious consumers, with Family Dollar complementing the chain by offering a wider range of price points and assortment depth in smaller-format neighborhood locations.

Founded in 1986 and headquartered in Chesapeake, Virginia, Dollar Tree has grown through both organic store openings and acquisitions.