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

Dollar Tree (NASDAQ:DLTR) updated its second quarter 2026 earnings guidance on Thursday. 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.

Wall Street Analyst Weigh In

A number of research analysts recently commented on the stock. Barclays decreased their price target on shares of Dollar Tree from $149.00 to $131.00 and set an “overweight” rating on the stock in a research note on Tuesday. Jefferies Financial Group upped their price target on shares of Dollar Tree from $75.00 to $80.00 and gave the company an “underperform” rating in a research note on Tuesday, March 17th. Weiss Ratings lowered shares of Dollar Tree from a “hold (c)” rating to a “hold (c-)” rating in a research note on Wednesday, May 13th. Guggenheim reiterated a “buy” rating and issued a $130.00 price target on shares of Dollar Tree in a research note on Tuesday, March 17th. Finally, Bank of America reiterated an “underperform” rating on shares of Dollar Tree in a research note on Thursday. Eight 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $117.95.

Dollar Tree Price Performance

Shares of Dollar Tree stock traded up $17.13 on Thursday, reaching $113.00. 13,262,412 shares of the stock were exchanged, compared to its average volume of 3,424,352. The firm’s 50 day moving average is $100.53 and its 200-day moving average is $113.95. Dollar Tree has a one year low of $84.71 and a one year high of $142.40. 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 firm has a market cap of $22.00 billion, a PE ratio of 18.08, a P/E/G ratio of 1.18 and a beta of 0.61.

Dollar Tree (NASDAQ:DLTR) last issued its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping analysts’ consensus estimates of $1.53 by $0.21. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The company had revenue of $4.98 billion during the quarter, compared to the consensus estimate of $4.96 billion. During the same quarter in the prior year, the firm posted $1.26 EPS. The firm’s quarterly revenue was up 7.2% on a year-over-year basis. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. As a group, analysts anticipate that Dollar Tree will post 6.73 EPS for the current fiscal year.

Key Stories Impacting Dollar Tree

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

• Positive Sentiment: Dollar Tree reported Q1 EPS of $1.74, topping estimates, while revenue of $4.98 billion also came in slightly above expectations. Management said consumers are still trading down for cheaper essentials, supporting traffic and sales. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: The company raised its fiscal 2026 profit outlook and also issued Q2 EPS guidance of 1.00 to 1.15 and revenue guidance of $4.8 billion to $4.9 billion, which was broadly in line with or slightly above consensus and signals continued operational momentum. Dollar Tree raises its annual profit forecast
• Positive Sentiment: Investors also reacted favorably to improving margins, stronger comparable sales, and lower freight costs, all of which suggest the earnings beat was driven by underlying business improvement rather than one-time factors. DLTR Q1 Earnings Beat Estimates on Margin Gains and Higher Comps
• Positive Sentiment: Dollar Tree announced a new DoorDash partnership, which could improve convenience and broaden its reach with customers seeking same-day delivery. Dollar Tree Stock Up 13% On Q1 Results, Positive Outlook, Deal With DoorDash

Institutional Trading of Dollar Tree

A number of institutional investors and hedge funds have recently made changes to their positions in DLTR. Alliancebernstein L.P. lifted its holdings in shares of Dollar Tree by 176.9% during the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after acquiring an additional 2,393,172 shares during the period. AQR Capital Management LLC lifted its holdings in shares of Dollar Tree by 906.5% during the 2nd quarter. AQR Capital Management LLC now owns 1,275,363 shares of the company’s stock worth $124,973,000 after acquiring an additional 1,148,649 shares during the period. Bank of Montreal Can lifted its holdings in shares of Dollar Tree by 663.5% during the 4th quarter. Bank of Montreal Can now owns 1,296,289 shares of the company’s stock worth $159,457,000 after acquiring an additional 1,126,505 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Dollar Tree by 104.0% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,740,157 shares of the company’s stock worth $164,219,000 after acquiring an additional 886,964 shares during the period. Finally, Caisse de depot et placement du Quebec lifted its holdings in shares of Dollar Tree by 1,334.3% during the 3rd quarter. Caisse de depot et placement du Quebec now owns 918,451 shares of the company’s stock worth $86,674,000 after acquiring an additional 854,414 shares during the period. Institutional investors 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.