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

Key Points

• Dollar Tree raised its Q2 2026 guidance, projecting EPS of $1.00 to $1.15 and revenue of $4.8 billion to $4.9 billion. Both ranges were roughly in line with Wall Street expectations.
• The company’s latest results beat estimates, with Q1 EPS of $1.74 versus $1.53 expected and revenue of $4.98 billion versus $4.96 billion expected. Management said consumers are still trading down to cheaper essentials, helping support traffic and sales.
• DLTR shares jumped sharply on the update, rising 17.9% to about $113 in heavy trading volume. Analysts remain divided overall, with a consensus rating of “Hold” and a consensus price target of $117.95.

Dollar Tree (NASDAQ:DLTR - Get Free Report) updated its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 1.000-1.150 for the period, compared to the consensus 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.

Analysts Set New Price Targets

DLTR has been the subject of a number of research analyst reports. Telsey Advisory Group reissued an "outperform" rating and issued a $150.00 target price on shares of Dollar Tree in a research note on Tuesday, March 17th. BMO Capital Markets reiterated an "underperform" rating on shares of Dollar Tree in a report on Tuesday, March 17th. Wall Street Zen lowered Dollar Tree from a "buy" rating to a "hold" rating in a research report on Sunday, April 19th. Bank of America restated an "underperform" rating on shares of Dollar Tree in a report on Thursday. Finally, BTIG Research reaffirmed a "neutral" rating on shares of Dollar Tree in a research note on Monday, March 9th. Eight analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and six have assigned a Sell rating to the company. According to data from MarketBeat, Dollar Tree presently has a consensus rating of "Hold" and a consensus price target of $117.95.

Dollar Tree Stock Up 17.9%

Shares of DLTR traded up $17.13 during mid-day trading on Thursday, hitting $113.00. 13,262,412 shares of the company's stock were exchanged, compared to its average volume of 3,424,352. The company 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 has a 52 week low of $84.71 and a 52 week high of $142.40. The company has a 50-day simple moving average of $100.53 and a 200 day simple moving average of $113.95. The company has a debt-to-equity ratio of 0.65, a current ratio of 1.07 and a quick ratio of 0.29.

Dollar Tree (NASDAQ:DLTR - Get Free Report) 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. Dollar Tree had a net margin of 6.61% and a return on equity of 32.24%. The business had revenue of $4.98 billion during the quarter, compared to analysts' expectations of $4.96 billion. During the same quarter in the prior year, the company posted $1.26 earnings per share. The firm's 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. On average, research analysts forecast that Dollar Tree will post 6.73 earnings per share for the current fiscal year.

Key Headlines 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 Inflows and Outflows

A number of hedge funds have recently bought and sold shares of DLTR. NewEdge Advisors LLC grew its stake in Dollar Tree by 3,237.4% in the first quarter. NewEdge Advisors LLC now owns 13,750 shares of the company's stock valued at $1,032,000 after purchasing an additional 13,338 shares in the last quarter. Woodline Partners LP grew its stake in Dollar Tree by 40.7% in the first quarter. Woodline Partners LP now owns 17,078 shares of the company's stock valued at $1,282,000 after purchasing an additional 4,941 shares in the last quarter. Focus Partners Wealth grew its stake in Dollar Tree by 2.0% in the first quarter. Focus Partners Wealth now owns 10,646 shares of the company's stock valued at $799,000 after purchasing an additional 213 shares in the last quarter. Sivia Capital Partners LLC bought a new position in Dollar Tree in the second quarter valued at approximately $257,000. Finally, CW Advisors LLC bought a new position in Dollar Tree in the second quarter valued at approximately $264,000. 97.40% of the stock is currently owned by institutional investors.

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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