Dollar Tree (NASDAQ:DLTR) Issues Q2 2026 Earnings Guidance

Dollar Tree (NASDAQ:DLTR) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.000-1.150 for the period, compared to the consensus earnings per share estimate of 1.010. The company issued revenue guidance of $4.8 billion-$4.9 billion, compared to the consensus revenue estimate of $4.8 billion.

Dollar Tree Stock Performance

Shares of DLTR opened at $113.00 on Friday. The company has a debt-to-equity ratio of 0.65, a quick ratio of 0.29 and a current ratio of 1.07. The stock has a 50-day moving average of $100.56 and a two-hundred day moving average of $114.00. The stock has a market cap of $22.00 billion, a P/E ratio of 18.08, a P/E/G ratio of 1.20 and a beta of 0.61. Dollar Tree has a one year low of $84.71 and a one year high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its quarterly earnings data on Thursday, May 28th. The company reported $1.74 EPS for the quarter, beating the consensus estimate of $1.53 by $0.21. The business had revenue of $4.98 billion during the quarter, compared to analysts’ expectations of $4.96 billion. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. During the same period in the previous year, the business posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, research analysts predict that Dollar Tree will post 6.72 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have commented on DLTR shares. Citigroup cut their price objective on shares of Dollar Tree from $132.00 to $125.00 and set a “neutral” rating for the company in a report on Tuesday, March 17th. Morgan Stanley boosted their target price on Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a report on Friday. BTIG Research reiterated a “neutral” rating on shares of Dollar Tree in a research report on Monday, March 9th. Barclays reduced their price objective on Dollar Tree from $149.00 to $131.00 and set an “overweight” rating on the stock in a research report on Tuesday. Finally, Guggenheim restated a “buy” rating on shares of Dollar Tree in a report on Friday. Eight equities research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and six have issued a Sell rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $118.14.

Trending Headlines about Dollar Tree

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

• Positive Sentiment: Dollar Tree reported Q1 EPS of $1.74 versus $1.53 expected and revenue of $4.98 billion versus $4.96 billion expected, showing stronger-than-anticipated demand and profitability. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: The company raised FY 2026 EPS guidance to $6.70-$7.10, well above the Street’s $5.95 estimate, and also projected revenue of $20.5 billion-$20.7 billion versus expectations of about $19.7 billion. Dollar Tree raises its annual profit forecast
• Positive Sentiment: Management said the quarter benefited from tighter execution, shrink control, stronger comps, and lower freight costs, which improved margins and supported a higher outlook. DLTR Q1 Earnings Beat Estimates on Margin Gains and Higher Comps
• Positive Sentiment: Dollar Tree also announced a DoorDash partnership, which could help broaden convenience and delivery access for shoppers. Dollar Tree Stock Up 13% On Q1 Results, Positive Outlook, Deal With DoorDash
• Neutral Sentiment: Morgan Stanley raised its price target to $130 from $126 but kept an “equal weight” rating, suggesting more upside is possible but that the firm is not fully bullish on the stock. Benzinga article
• Neutral Sentiment: On the earnings call, Dollar Tree highlighted execution gains but warned that fuel costs, tariffs, and traffic trends remain risks to the outlook. Dollar Tree’s Q1 Earnings Call Centers on Execution & Outlook

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. State Street Corp raised its stake in shares of Dollar Tree by 3.5% in the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock valued at $889,141,000 after acquiring an additional 319,938 shares during the period. Alliancebernstein L.P. increased its holdings in Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock valued at $371,026,000 after purchasing an additional 2,393,172 shares during the last quarter. Invesco Ltd. increased its holdings in Dollar Tree by 1.5% in the 4th quarter. Invesco Ltd. now owns 2,719,303 shares of the company’s stock valued at $334,501,000 after purchasing an additional 39,506 shares during the last quarter. Arrowstreet Capital Limited Partnership lifted its stake in Dollar Tree by 104.0% during the third quarter. Arrowstreet Capital Limited Partnership now owns 1,740,157 shares of the company’s stock worth $164,219,000 after purchasing an additional 886,964 shares in the last quarter. Finally, Bank of America Corp DE lifted its stake in Dollar Tree by 36.6% during the third quarter. Bank of America Corp DE now owns 1,539,434 shares of the company’s stock worth $145,276,000 after purchasing an additional 412,721 shares in the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

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.