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

Dollar Tree (NASDAQ:DLTR) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.700-8.050 for the period, compared to the consensus earnings per share 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 Price Performance

DLTR stock opened at $127.00 on Friday. The stock has a market cap of $24.41 billion, a PE ratio of 19.84, a price-to-earnings-growth ratio of 1.51 and a beta of 0.64. The stock has a 50-day moving average price of $125.70 and a two-hundred day moving average price of $114.67. Dollar Tree has a 1 year low of $84.71 and a 1 year high of $142.40. The company has a current ratio of 1.16, a quick ratio of 0.39 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.70 earnings per share for the quarter, topping the consensus estimate of $1.15 by $1.55. The company had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.86 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.Dollar Tree’s revenue for the quarter was up 7.0% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.77 earnings per share. 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. Equities analysts forecast that Dollar Tree will post 6.99 EPS for the current fiscal year.

Dollar Tree declared that its Board of Directors has authorized a stock repurchase program on Thursday, July 2nd that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the company to purchase up to 10.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s leadership believes its shares are undervalued.

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on DLTR shares. Bank of America reissued an “underperform” rating on shares of Dollar Tree in a research report on Thursday, May 28th. BNP Paribas Exane lifted their target price on Dollar Tree from $88.00 to $98.00 and gave the company an “underperform” rating in a research report on Friday, May 29th. Weiss Ratings raised Dollar Tree from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Thursday, June 18th. UBS Group restated a “buy” rating on shares of Dollar Tree in a research note on Monday, August 17th. Finally, Truist Financial boosted their price target on Dollar Tree from $136.00 to $138.00 and gave the stock a “buy” rating in a research report on Tuesday. Ten investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $125.27.

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Dollar Tree reported adjusted EPS of $2.70, well above the $1.15 analyst consensus, while revenue rose 7% year over year to $4.89 billion, narrowly exceeding expectations. Comparable-store sales increased 3.7%, supported by a 0.4% increase in customer traffic and a 3.3% rise in average ticket. Reuters article
• Positive Sentiment: Profitability improved substantially: operating income reached $690.1 million versus $231 million a year earlier, helped by stronger markups, lower freight costs, reduced shrinkage and tariff-related refunds. Management raised full-year fiscal 2026 adjusted EPS guidance to $7.70–$8.05 from $6.70–$7.10 and authorized $605 million of share repurchases during the quarter. Business Wire article
• Neutral Sentiment: Dollar Tree is attracting middle- and higher-income shoppers seeking value amid inflation, suggesting resilient demand for its essentials and discretionary products. However, the benefit could be partly offset by broader pressure on consumer spending. PYMNTS article
• Negative Sentiment: Third-quarter adjusted EPS guidance of only $0.80–$0.95 fell well below the approximately $1.40 analyst consensus, overshadowing the quarterly beat and raised annual outlook. Investors appear concerned that tariff reinvestment costs and higher fuel prices will pressure margins in the near term. Benzinga article

Institutional Investors Weigh In On Dollar Tree

Several hedge funds have recently bought and sold shares of DLTR. Sivia Capital Partners LLC bought a new position in Dollar Tree during the second quarter worth about $257,000. Bragg Financial Advisors Inc bought a new stake in Dollar Tree in the fourth quarter valued at approximately $231,000. Tull Financial Group Inc. bought a new stake in Dollar Tree in the fourth quarter valued at approximately $225,000. Brown Brothers Harriman & Co. lifted its position in shares of Dollar Tree by 338.6% in the fourth quarter. Brown Brothers Harriman & Co. now owns 1,693 shares of the company’s stock valued at $208,000 after buying an additional 1,307 shares during the last quarter. Finally, Employees Retirement System of Texas boosted its stake in shares of Dollar Tree by 33.7% during the 3rd quarter. Employees Retirement System of Texas now owns 1,976 shares of the company’s stock worth $186,000 after acquiring an additional 498 shares during the period. 97.40% of the stock is currently owned by institutional investors and hedge funds.

About Dollar Tree

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.