Dollar Tree

Dollar Tree director Stephanie Stahl sold 1,185 shares on Sept. 4, 2026, for about $155,792 at an average price of $131.47 per share. After the transaction she directly holds 4,089 shares, roughly a 0.0021% stake in the $24.7 billion retailer. The sale represented about 22% of her prior holdings and occurred as Dollar Tree reports $20.1 billion in trailing-twelve-month revenue and a recent one-year stock gain of ~31%. » More on finance.yahoo.com

Dollar Tree reported adjusted EPS of $2.70 including a $1.31 tariff-refund benefit, with underlying EPS of $1.39 beating estimates and sales rising 7% to $4.89 billion. Management said elevated fuel prices are driving significant freight surcharges and expect pressure to persist, weighing on fourth-quarter gross margin. The company raised its fiscal 2026 adjusted EPS view to $7.70–$8.05 (including an estimated tariff benefit), kept sales guidance unchanged, and forecast third-quarter EPS of $0.80–$0.95 versus a $1.40 consensus. » More on finance.yahoo.com

Dollar Tree reported fiscal Q2 net sales of $4.9 billion, comparable-store sales up 3.7%, and diluted EPS of $2.70, which included a $1.31 benefit from tariff refunds. Operating margin expanded to 14.1% and gross margin to 42.9%, with tariff refunds accounting for a material portion of the improvement. The company raised its fiscal 2026 adjusted EPS guidance to $7.70–$8.05 and expects full-year net sales of $20.5–$20.7 billion; Q3 adjusted EPS is forecast at $0.80–$0.95. Shares fell about 9% after results as investors focused on the proportion of gains from tariff refunds and the softer Q3 outlook. » More on finance.yahoo.com

Jefferies upgraded Dollar Tree’s stock from "Underperform" to "Hold", citing a positive turnaround in customer traffic and limited short-term risk of further market share losses. The analysts raised their same-store sales estimate for Q2 to 3.4% and lifted the Q2 EPS forecast from $1.00 to $1.15, slightly above consensus. Despite clearer pricing and increased customer visits, they still see competitive risks, challenges implementing the G.O.L.D. standard across all stores, and a possible short-term drop in average ticket value from anniversary promotions. The stock reacted premarket up about +1%. » More on de.investing.com

Dollar Tree shares are rising slightly in premarket trading, supported by multiple analyst upgrades and price-target increases from JPMorgan, Raymond James and Goldman Sachs. Analysts argue that 2026 earnings estimates are too conservative and that factors such as lower fuel costs, reduced tariff impact and share buybacks could provide tailwinds. Board member Cheryl Grisé reported an insider purchase of about $149,000, while the company has approved a $2.5 billion share buyback program. The defensive business profile has so far helped the stock remain resilient amid the broader market sell-off. » More on de.investing.com