Dollar Tree (NASDAQ:DLTR) Issues Q1 2026 Earnings Guidance

Key Points

• Dollar Tree issued Q1 2026 guidance of $1.45–$1.60 EPS (consensus $1.57) and revenue of $4.9B–$5.0B, and raised FY 2026 guidance to $6.50–$6.90 EPS.
• In the most recent quarter the company reported $2.56 EPS (beating the $2.53 estimate) on $5.45B in revenue (slightly below estimates), with revenue up 9% year‑over‑year.
• Shares fell about $3.02 to $102.60 on the update, trading above average volume, and analysts' consensus rating is Hold with an average price target of $123.24.

Dollar Tree (NASDAQ:DLTR - Get Free Report) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.450-1.600 for the period, compared to the consensus EPS estimate of 1.570. The company issued revenue guidance of $4.9 billion-$5.0 billion, compared to the consensus revenue estimate of $5.0 billion. Dollar Tree also updated its FY 2026 guidance to 6.500-6.900 EPS.

Dollar Tree Stock Performance

NASDAQ DLTR traded down $3.02 on Thursday, hitting $102.60. 4,460,992 shares of the stock were exchanged, compared to its average volume of 3,081,804. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.07 and a quick ratio of 0.29. The business's fifty day moving average is $117.13 and its 200 day moving average is $113.57. Dollar Tree has a 52 week low of $68.93 and a 52 week high of $142.40. The company has a market capitalization of $20.24 billion, a PE ratio of 16.42, a P/E/G ratio of 1.36 and a beta of 0.74.

Dollar Tree (NASDAQ:DLTR - Get Free Report) last posted its quarterly earnings results on Monday, March 16th. The company reported $2.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.53 by $0.03. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The firm had revenue of $5.45 billion for the quarter, compared to analyst estimates of $5.46 billion. During the same period in the prior year, the firm posted $2.11 earnings per share. The company's quarterly revenue was up 9.0% compared to the same quarter last year. Research analysts anticipate that Dollar Tree will post 5.39 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several analysts have issued reports on DLTR shares. Piper Sandler reaffirmed a "neutral" rating and set a $116.00 price target (up from $114.00) on shares of Dollar Tree in a research report on Tuesday, March 17th. Barclays restated an "overweight" rating on shares of Dollar Tree in a research note on Monday, March 16th. BMO Capital Markets restated an "underperform" rating on shares of Dollar Tree in a research note on Tuesday, March 17th. Sanford C. Bernstein upped their price objective on Dollar Tree from $123.00 to $124.00 and gave the company a "market perform" rating in a research note on Tuesday, March 17th. Finally, Wall Street Zen lowered Dollar Tree from a "buy" rating to a "hold" rating in a research note on Sunday, March 29th. Eight investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and seven have issued a Sell rating to the company. Based on data from MarketBeat.com, Dollar Tree presently has a consensus rating of "Hold" and an average price target of $123.24.

Hedge Funds Weigh In On Dollar Tree

A number of large investors have recently made changes to their positions in the company. Compound Planning Inc. increased its stake in shares of Dollar Tree by 30.3% during the fourth quarter. Compound Planning Inc. now owns 3,031 shares of the company's stock worth $373,000 after purchasing an additional 704 shares during the period. Invesco Ltd. increased its stake in shares of Dollar Tree by 1.5% during the fourth quarter. Invesco Ltd. now owns 2,719,303 shares of the company's stock worth $334,501,000 after purchasing an additional 39,506 shares during the period. Corient Private Wealth LLC increased its stake in shares of Dollar Tree by 102.9% during the fourth quarter. Corient Private Wealth LLC now owns 40,461 shares of the company's stock worth $4,977,000 after purchasing an additional 20,519 shares during the period. Mercer Global Advisors Inc. ADV increased its stake in shares of Dollar Tree by 16.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 12,266 shares of the company's stock worth $1,477,000 after purchasing an additional 1,706 shares during the period. Finally, Owlhouse Capital LP bought a new position in shares of Dollar Tree during the fourth quarter worth approximately $3,014,000. 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.

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