Dollar Tree FY2026 EPS Estimate Lifted by Zacks Research

Dollar Tree, Inc. (NASDAQ:DLTR) – Equities research analysts at Zacks Research increased their FY2026 earnings estimates for Dollar Tree in a research report issued on Wednesday, December 17th. Zacks Research analyst Team now anticipates that the company will post earnings of $5.70 per share for the year, up from their prior forecast of $5.52. The consensus estimate for Dollar Tree’s current full-year earnings is $5.39 per share. Zacks Research also issued estimates for Dollar Tree’s Q4 2026 earnings at $2.46 EPS, Q1 2027 earnings at $1.58 EPS, Q2 2027 earnings at $1.06 EPS, Q3 2027 earnings at $1.34 EPS, Q4 2027 earnings at $2.69 EPS, FY2027 earnings at $6.66 EPS, Q1 2028 earnings at $1.80 EPS, Q3 2028 earnings at $1.50 EPS and FY2028 earnings at $7.51 EPS.

Dollar Tree (NASDAQ:DLTR) last posted its quarterly earnings data on Wednesday, December 3rd. The company reported $1.21 earnings per share for the quarter, topping the consensus estimate of $1.09 by $0.12. The firm had revenue of $4.75 billion for the quarter, compared to analysts’ expectations of $4.70 billion. Dollar Tree had a negative net margin of 15.40% and a positive return on equity of 30.23%. The company’s quarterly revenue was up 9.4% compared to the same quarter last year. During the same period in the previous year, the company posted $1.12 EPS. Dollar Tree has set its Q4 2025 guidance at 2.400-2.600 EPS.

DLTR has been the topic of several other research reports. New Street Research set a $103.00 target price on Dollar Tree in a research note on Thursday, October 16th. Telsey Advisory Group set a $150.00 price target on shares of Dollar Tree in a report on Wednesday. The Goldman Sachs Group reaffirmed a “sell” rating and set a $103.00 price objective (down from $133.00) on shares of Dollar Tree in a research report on Thursday, November 13th. Bank of America upped their price objective on shares of Dollar Tree from $75.00 to $85.00 and gave the company an “underperform” rating in a research note on Thursday, December 4th. Finally, Truist Financial set a $149.00 target price on shares of Dollar Tree in a research note on Wednesday. Eight research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $118.83.

Dollar Tree Stock Up 0.7%

NASDAQ:DLTR opened at $127.84 on Friday. The business’s fifty day moving average price is $108.01 and its 200 day moving average price is $104.89. The firm has a market capitalization of $25.42 billion, a price-to-earnings ratio of -9.50, a PEG ratio of 1.87 and a beta of 0.75. The company has a current ratio of 0.96, a quick ratio of 0.22 and a debt-to-equity ratio of 0.70. Dollar Tree has a 1-year low of $61.80 and a 1-year high of $132.48.

Institutional Trading of Dollar Tree

Institutional investors and hedge funds have recently made changes to their positions in the stock. Price T Rowe Associates Inc. MD lifted its stake in shares of Dollar Tree by 69.6% in the first quarter. Price T Rowe Associates Inc. MD now owns 5,848,196 shares of the company’s stock worth $439,025,000 after buying an additional 2,400,586 shares during the last quarter. Alliancebernstein L.P. raised its holdings in Dollar Tree by 176.9% in the 2nd quarter. Alliancebernstein L.P. now owns 3,746,222 shares of the company’s stock worth $371,026,000 after acquiring an additional 2,393,172 shares during the period. Alyeska Investment Group L.P. lifted its position in Dollar Tree by 1,055.1% during the 1st quarter. Alyeska Investment Group L.P. now owns 2,322,189 shares of the company’s stock worth $174,327,000 after acquiring an additional 2,121,149 shares during the last quarter. Norges Bank bought a new stake in Dollar Tree during the second quarter valued at about $185,784,000. Finally, EdgePoint Investment Group Inc. grew its position in shares of Dollar Tree by 21.4% in the first quarter. EdgePoint Investment Group Inc. now owns 9,641,507 shares of the company’s stock valued at $723,788,000 after purchasing an additional 1,701,344 shares during the last quarter. Institutional investors and hedge funds own 97.40% of the company’s stock.

Insider Activity at Dollar Tree

In other news, insider Robert Aflatooni sold 1,260 shares of the stock in a transaction on Friday, October 17th. The shares were sold at an average price of $94.70, for a total transaction of $119,322.00. Following the transaction, the insider owned 21,402 shares in the company, valued at $2,026,769.40. This represents a 5.56% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Brent A. Beebe sold 2,200 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $124.65, for a total transaction of $274,230.00. Following the transaction, the insider owned 13,740 shares in the company, valued at $1,712,691. This represents a 13.80% decrease in their position. The SEC filing for this sale provides additional information. Insiders own 6.60% of the company’s stock.

Key Dollar Tree News

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

• Positive Sentiment: Company raised its 2025 sales outlook and completed a major share buyback, which boosts near‑term revenue expectations and reduces share count — a clear catalyst for the rally. Dollar Tree (DLTR) Is Up 9.6% After Raising 2025 Sales Outlook and Completing Major Buyback
• Positive Sentiment: Telsey Advisory raised its price target for DLTR to $150 from $135, signaling increased analyst confidence on valuation and providing support for further upside. Dollar Tree price target raised to $150 from $135 at Telsey Advisory
• Positive Sentiment: Zacks Research issued a series of upward revisions to Dollar Tree’s forward EPS (FY2026, FY2027, FY2028 and multiple quarters), raising FY2026 to $5.70, FY2027 to $6.66 and FY2028 to $7.51 — improvements that reinforce expectations for stronger future earnings. (Zacks Research note)
• Neutral Sentiment: Zacks also made several quarter‑by‑quarter tweaks (some up, one small cut), reflecting fine‑tuning of timing rather than a broad change in the growth outlook — mixed detail but overall tilted positive given the FY upgrades. (Zacks Research note)
• Negative Sentiment: Contextual risk: the stock is trading near its 52‑week high, and Dollar Tree’s balance‑sheet and margin metrics (low quick ratio, current ratio <1, and reported negative net margin in background data) could concern some investors about short‑term liquidity and margin volatility if sales or cost pressures reappear.

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.