Dollar Tree Rises After Q2 Beat and Higher Full-Year EPS Outlook

Dollar Tree (DLTR) is up 4.5% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to a strong quarterly report that topped expectations on sales and earnings, along with a higher full-year profit outlook. Investors also likely responded well to improving comparable sales, positive customer traffic, and continued aggressive share repurchases.

Details:

Dollar Tree reported second-quarter net sales of $4.9 billion, up 7.0%, with comparable store sales increasing 3.7%.

Diluted earnings per share came in at $2.70, and the company lifted its fiscal 2026 adjusted EPS outlook to $7.70 to $8.05.

Traffic turned positive in the quarter, while average ticket increased, suggesting customers continued to spend despite a cautious consumer backdrop.

The company repurchased 5.6 million shares for $605 million in the quarter and had $2.5 billion remaining on its authorization at quarter end.

Sources:

Dollar Tree Investor Relations, SEC, Investing.com

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$DLTR Insider Trading Activity

$DLTR insiders have traded $DLTR stock on the open market 3 times in the past 6 months. Of those trades, 0 have been purchases and 3 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
ROBERT AFLATOONI (Chief Information Officer) sold 2,500 shares for an estimated $315,025
STEPHANIE STAHL sold 1,185 shares for an estimated $155,791

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.

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$DLTR Hedge Fund Activity

We have seen 406 institutional investors add shares of $DLTR stock to their portfolio, and 404 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
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
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,389,862 shares (+inf%) to their portfolio in Q2 2026, for an estimated $168,103,808

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 GILBERT RAY CISNEROS, JR. sold up to $50,000 on 08/19.

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.

$DLTR Price Targets

Multiple analysts have issued price targets for $DLTR recently. We have seen 12 analysts offer price targets for $DLTR in the last 6 months, with a median target of $131.5.

Here are some recent targets:

Bobby Griffin from Raymond James set a target price of $140.0 on 07/08/2026
Kate McShane from Goldman Sachs set a target price of $125.0 on 07/08/2026
Matthew Boss from JP Morgan set a target price of $170.0 on 07/06/2026
Simeon Gutman from Morgan Stanley set a target price of $130.0 on 05/29/2026
John Heinbockel from Guggenheim set a target price of $135.0 on 05/29/2026
Chris Bottiglieri from BNP Paribas set a target price of $98.0 on 05/29/2026
Scot Ciccarelli from Truist Securities set a target price of $136.0 on 05/29/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.