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

Dollar Tree (NASDAQ:DLTR) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 6.700-7.100 for the period, compared to the consensus earnings per share 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.

Dollar Tree Stock Performance

DLTR opened at $116.44 on Friday. Dollar Tree has a 12-month low of $84.71 and a 12-month high of $142.40. The stock has a market cap of $22.67 billion, a price-to-earnings ratio of 18.19, a PEG ratio of 1.45 and a beta of 0.61. The business has a 50 day moving average of $100.73 and a 200-day moving average of $114.02. The company has a quick ratio of 0.29, a current ratio of 1.16 and a debt-to-equity ratio of 0.84.

Dollar Tree (NASDAQ:DLTR) last released its quarterly earnings results on Thursday, May 28th. The company reported $1.74 earnings per share for the quarter, topping the consensus estimate of $1.53 by $0.21. The business had revenue of $4.98 billion during 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 firm’s revenue for the quarter was up 7.2% compared to the same quarter last year. During the same period last year, the firm posted $1.26 EPS. Dollar Tree has set its Q2 2026 guidance at 1.000-1.150 EPS. On average, equities research analysts expect that Dollar Tree will post 6.85 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms recently weighed in on DLTR. Barclays dropped their price target on Dollar Tree from $149.00 to $131.00 and set an “overweight” rating for the company in a report on Tuesday. Morgan Stanley lifted their price target on Dollar Tree from $126.00 to $130.00 and gave the stock an “equal weight” rating in a report on Friday. BNP Paribas Exane lifted their price target on Dollar Tree from $88.00 to $98.00 and gave the stock an “underperform” rating in a report on Friday. BMO Capital Markets reissued an “underperform” rating on shares of Dollar Tree in a report on Tuesday, March 17th. Finally, Gordon Haskett lifted their price target on Dollar Tree from $90.00 to $100.00 in a report on Friday. Eight equities research 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. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $119.90.

Key Headlines Impacting Dollar Tree

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

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. DV Equities LLC acquired a new position in Dollar Tree in the 4th quarter valued at $32,000. Jessup Wealth Management Inc acquired a new position in Dollar Tree in the 4th quarter valued at $50,000. MUFG Securities EMEA plc acquired a new position in Dollar Tree in the 2nd quarter valued at $58,000. Wexford Capital LP acquired a new position in Dollar Tree in the 3rd quarter valued at $92,000. Finally, Northwestern Mutual Wealth Management Co. raised its holdings in Dollar Tree by 33.7% in the 3rd 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 in the last quarter. 97.40% of the stock is owned by institutional investors and hedge funds.

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.