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

Dollar Tree (NASDAQ:DLTR) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 6.700-7.100 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.

Analyst Ratings Changes

A number of brokerages have weighed in on DLTR. Jefferies Financial Group reiterated an “underperform” rating and issued a $85.00 price target on shares of Dollar Tree in a research report on Friday. Piper Sandler lowered their price target on Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research report on Tuesday. BMO Capital Markets reiterated an “underperform” rating on shares of Dollar Tree in a research report on Tuesday, March 17th. Guggenheim upped their price target on Dollar Tree from $130.00 to $135.00 and gave the company a “buy” rating in a research report on Friday. Finally, Gordon Haskett upped their price target on Dollar Tree from $90.00 to $100.00 in a research report on Friday. Eight analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and six have given a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree presently has an average rating of “Hold” and an average price target of $119.90.

Dollar Tree Price Performance

Shares of DLTR stock opened at $116.44 on Friday. The stock’s fifty day moving average is $100.73 and its 200-day moving average is $114.02. The company has a debt-to-equity ratio of 0.84, a quick ratio of 0.29 and a current ratio of 1.16. The stock has a market capitalization of $22.67 billion, a PE ratio of 18.19, a PEG ratio of 1.40 and a beta of 0.61. Dollar Tree has a 52 week low of $84.71 and a 52 week high of $142.40.

Dollar Tree (NASDAQ:DLTR) last announced its earnings results on Thursday, May 28th. The company reported $1.74 EPS for the quarter, topping the consensus estimate of $1.53 by $0.21. The company had revenue of $4.98 billion for the quarter, compared to analysts’ expectations of $4.96 billion. Dollar Tree had a return on equity of 35.19% and a net margin of 6.51%.The business’s revenue for the quarter was up 7.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $1.26 earnings per share. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. Equities research analysts expect that Dollar Tree will post 6.79 EPS for the current fiscal year.

More Dollar Tree News

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

• Positive Sentiment: Dollar Tree reported first-quarter EPS of $1.74, beating expectations, with revenue of $4.98 billion also slightly ahead of forecasts. The company said demand remained solid as consumers continued trading down to value retailers. Dollar Tree, Inc. Reports First Quarter Results
• Positive Sentiment: Management raised FY2026 EPS guidance to $6.70-$7.10, above consensus, and also guided revenue higher than analysts expected, signaling better profitability and momentum ahead. Dollar Tree raises its annual profit forecast
• Positive Sentiment: The company’s new DoorDash partnership adds a growth angle by making Dollar Tree products available for on-demand delivery, which could help broaden customer access and boost sales. Dollar Tree Is Now On DoorDash
• Neutral Sentiment: Several analysts lifted price targets after the report, but ratings remained mixed, with upgrades in valuation expectations offset by continued caution from firms that still see limited upside at current levels. Goldman Sachs Adjusts Price Target on Dollar Tree
• Neutral Sentiment: Goldman Sachs kept a Sell rating, and other firms such as BNP Paribas Exane and Jefferies also stayed bearish, citing traffic and margin sustainability concerns despite the earnings beat. Corey Tarlowe Maintains Sell on Dollar Tree
• Negative Sentiment: Goldman Sachs and BNP Paribas Exane still see downside from the current price, and Goldman’s latest target cut reinforces the view that some analysts think the stock has moved ahead of fundamentals after the sharp post-earnings rally. Goldman Sachs Adjusts Price Target on Dollar Tree

Hedge Funds Weigh In On Dollar Tree

Several hedge funds have recently added to or reduced their stakes in the company. DV Equities LLC bought a new position in Dollar Tree in the fourth quarter valued at about $32,000. Jessup Wealth Management Inc bought a new position in Dollar Tree in the fourth quarter valued at about $50,000. MUFG Securities EMEA plc bought a new position in Dollar Tree in the second quarter valued at about $58,000. Wexford Capital LP bought a new position in Dollar Tree in the third quarter valued at about $92,000. Finally, Northwestern Mutual Wealth Management Co. boosted its holdings in Dollar Tree by 33.7% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 984 shares of the company’s stock valued at $93,000 after acquiring an additional 248 shares during the last quarter. 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.