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

Investivoq PriceTracker

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 Insider Trades

    $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 Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq 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 Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq 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 Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq 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 Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.