Shares of Dollar Tree Inc. (NASDAQ: DLTR) surged on Wednesday, driven by the discount retailer’s upbeat earnings projections and positive sentiment from Wall Street analysts. During its 2025 Investor Day, hosted at the Nasdaq MarketSite in New York, the company outlined an ambitious growth plan, projecting annual earnings per share (EPS) growth of 12% to 15% between fiscal 2026 and 2028. The company expects particularly robust performance in 2026, with a high-teens percentage increase in EPS.
This optimistic outlook comes amid a series of strategic initiatives, including tariff mitigation, a transition toward a multi-price store model, and the planned divestiture of its Family Dollar segment. These actions are designed to enhance operational efficiency and support long-term profitability. Analysts and market participants have responded favorably to the company’s vision for growth.
Supporting its positive forecast, Dollar Tree reported solid financial results for the third quarter of fiscal 2025. The company posted a 3.8% rise in comparable same-store sales and completed a repurchase of 2.8 million shares valued at $271 million. Dollar Tree also reaffirmed its adjusted EPS guidance for the third quarter at $1.12, which is above the consensus analyst estimate of $1.09. More information on these quarterly performance figures is available from Benzinga.
The retailer has also attracted heightened interest from leading financial institutions. Barclays upgraded its rating on Dollar Tree from 'Equal Weight' to 'Overweight' and increased its price target by $25 to $120, underscoring the firm’s confidence in the retailer’s strategic direction. In parallel, JPMorgan raised its price target for Dollar Tree to $138 from $111 and added the company to its Analyst Focus list, citing the potential for significant growth. Analyst perspectives and details on these upgrades can be found at Stocktwits and StockInvest.us.
Other discount retailers also experienced positive movement, with Dollar General stock rising by 1.1% in Wednesday trading, reflecting the broader market’s interest in the sector.
As of the latest trading update, Dollar Tree's shares were priced at $95.97, marking a small increase of $0.38 (0.00%) from the previous close. The stock opened at $100.00, saw an intraday high of $104.45 and a low of $94.835, with an intraday volume of 8,792,463 shares. The latest trade occurred on Wednesday, October 15, at 23:27:11 UTC.
The combination of solid quarterly performance, a clear long-term growth strategy, and positive analyst coverage has enhanced investor confidence in Dollar Tree’s ability to deliver substantial returns in the coming years. For additional analysis of Dollar Tree’s long-term outlook and strategy, readers can consult Investing.com.