Dollar Tree (DLTR) reported second-quarter fiscal 2026 total revenue of $4.9 billion, up 7.0% from a year earlier, for the 13 weeks ended August 1, 2026. Net income was $514.5 million, while diluted earnings per share were $2.70.
Comparable-store net sales increased 3.7%, driven by a 3.3% increase in average ticket and a 0.4% increase in traffic. The company raised its fiscal 2026 adjusted diluted EPS outlook to $7.70 to $8.05.
- Operating income was $690.1 million, compared with $231.0 million a year earlier.
- Operating income margin was 14.1%, up 900 basis points year over year.
- The company repurchased 5.6 million shares for $605 million during the quarter, excluding applicable excise tax.
- Dollar Tree opened 75 stores and ended the quarter with 9,436 stores.
- Third-quarter net sales are projected at $5.0 billion to $5.1 billion, with diluted EPS expected at $0.80 to $0.95.
$DLTR Insider Trading Activity
$DLTR insiders have traded $DLTR stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DLTR stock by insiders over the last 6 months:
- RIDGE LP MANTLE sold 2,230,455 shares for an estimated $248,271,946
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DLTR Hedge Fund Activity
We have seen 406 institutional investors add shares of $DLTR stock to their portfolio, and 490 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 7,255,605 shares (-87.5%) from their portfolio in Q2 2026, for an estimated $877,565,424
- FMR LLC added 5,465,910 shares (+28.0%) to their portfolio in Q2 2026, for an estimated $661,101,814
- NOMURA HOLDINGS INC removed 3,776,384 shares (-77.0%) from their portfolio in Q2 2026, for an estimated $456,753,644
- JANE STREET GROUP, LLC added 3,119,048 shares (+24522.7%) to their portfolio in Q2 2026, for an estimated $377,248,855
- CITADEL ADVISORS LLC added 1,786,126 shares (+245.8%) to their portfolio in Q2 2026, for an estimated $216,031,939
- SG AMERICAS SECURITIES, LLC added 1,460,311 shares (+9069.7%) to their portfolio in Q2 2026, for an estimated $176,624,615
- GOLDMAN SACHS GROUP INC added 1,413,832 shares (+49.3%) to their portfolio in Q2 2026, for an estimated $171,002,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$DLTR Congressional Stock Trading
Members of Congress have traded $DLTR stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DLTR stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
