DLTR

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Earnings beat + buyback focus → EPS $2.56 beats $2.53 estimate; Family Dollar divested

Dollar Tree reported Q4 2026 EPS of $2.56 (beating $2.53 estimate) with revenue of $5.45B versus $5.46B expected, up 9.0% year-over-year, though shares fell 10.1% YTD and trade 18.7% below 52-week high of $141.21. Post-earnings rally of 7.3% reflects investor focus on pure-play discount positioning after Family Dollar divestiture in July 2025. Guggenheim maintains buy with $130 target (12.93% upside), while Piper Sandler reiterated neutral at $116.

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