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

Dollar Tree (NASDAQ:DLTR) updated its FY 2026 earnings guidance on Friday. The company provided EPS guidance of 6.700-7.100 for the period, compared to the consensus EPS 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

Several research firms have recently weighed in on DLTR. Sanford C. Bernstein set a $115.00 price objective on shares of Dollar Tree in a report on Tuesday, May 12th. Piper Sandler reduced their target price on shares of Dollar Tree from $116.00 to $101.00 and set a “neutral” rating on the stock in a research report on Tuesday. BTIG Research reiterated a “neutral” rating on shares of Dollar Tree in a research report on Monday, March 9th. Rothschild & Co Redburn set a $165.00 price objective on Dollar Tree and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Finally, Truist Financial dropped their price objective on Dollar Tree from $142.00 to $107.00 and set a “buy” rating for the company in a report on Wednesday. Eight investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and six have given a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $118.14.

Dollar Tree Price Performance

DLTR opened at $113.00 on Friday. The company has a quick ratio of 0.29, a current ratio of 1.07 and a debt-to-equity ratio of 0.65. Dollar Tree has a 12 month low of $84.71 and a 12 month high of $142.40. The company has a fifty day simple moving average of $100.56 and a 200 day simple 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 (NASDAQ:DLTR) last issued its quarterly earnings data on Thursday, May 28th. The company reported $1.74 earnings per share (EPS) for the quarter, topping the consensus estimate 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 earned $1.26 earnings per share. The firm’s revenue was up 7.2% compared to the same quarter last year. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, research analysts expect that Dollar Tree will post 6.72 EPS for the current year.

Dollar Tree News Roundup

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 institutional investors have recently made changes to their positions in DLTR. State Street Corp lifted its holdings in Dollar Tree by 3.5% during the 3rd quarter. State Street Corp now owns 9,421,856 shares of the company’s stock valued at $889,141,000 after purchasing an additional 319,938 shares during the last quarter. Alliancebernstein L.P. lifted its stake 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 buying an additional 2,393,172 shares during the last quarter. Invesco Ltd. grew its stake 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 buying an additional 39,506 shares during the last quarter. Arrowstreet Capital Limited Partnership raised its holdings in Dollar Tree by 104.0% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 1,740,157 shares of the company’s stock valued at $164,219,000 after acquiring an additional 886,964 shares during the period. Finally, Bank of America Corp DE lifted its position 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 acquiring an additional 412,721 shares during the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

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.