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Dollar Tree Authorizes $2.5B Share Repurchase Plan: What to Know?

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Key Takeaways

  • DLTR replaced its prior buyback plan with a new $2.5B share repurchase authorization with no expiration.
  • As of May 3, DLTR repurchased 6.7M shares totaling over $504M under its authorization.
  • The move reflects DLTR's focus on investments and returning excess cash through sustained free cash flow.

Dollar Tree, Inc. (DLTR - Free Report) has been making smart moves to enrich shoppers’ experience and bolster growth. The company has been taking strategic measures to maximize shareholders’ value as well.

In the latest revelation, the company’s board has replaced its share repurchase authorization to a total amount of $2.5 billion. This limits the earlier authorization approved by its board in September 2021. Let’s discover more.

A Glance at DLTR’s Financials

As of May 3, 2025, roughly $0.45 billion remained under the company’s board’s prior the latest repurchase authorization, consisting of the amounts left under its pre-existing program. DLTR’s board’s authorization allows it to make purchases of its common stock from time to time in the open market or via privately negotiated transactions, up to the total authorized amount. This authorization is without any expiration date.

In first-quarter fiscal 2025, the company repurchased 5.9 million shares for $436.8 million. It had bought an additional 780 thousand shares for $67.5 million, subsequent to the end of the quarter. Dollar Tree had nearly $519.7 million under its $2.5-billion repurchase authorization, as of May 3, 2025. 

DLTR’s disciplined capital allocation approach prioritizes strategic investments within the Dollar Tree platform, followed by the return of excess cash to shareholders. The latest repurchase authorization shows the company’s ability to deliver sustainable cash flow. As of May 3, 2025, it incurred capital expenditures of $248.8 million, with adjusted free cash flow from continuing operations of $129.7 million.

Dollar Tree ended first-quarter fiscal 2025 with a net long-term debt, excluding the current portion of $2.4 billion, down from $3.4 billion recorded in the year-earlier quarter’s end. The company had cash and cash equivalents of $1 billion as of May 3, 2025, significantly up from $390.6 million seen in the year-ago quarter. 

The company ended the reported quarter with no borrowings under its revolvers. On May 15, 2025, it leveraged a combination of cash and its commercial paper program to redeem its $1.0 billion 4% Senior Notes.  As of June 2, 2025, it had $550 million of commercial paper notes outstanding.

DLTR’s Price Performance, Valuation and Estimates

Shares of Dollar Tree have gained 39.8% year to date compared with the industry’s growth of 3.9%.

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Image Source: Zacks Investment Research

From a valuation standpoint, DLTR trades at a forward price-to-earnings ratio of 18.16X compared to the industry’s average of 32.42X.

Zacks Investment Research
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for DLTR’s fiscal 2025 and fiscal 2026 earnings implies year-over-year growth of 6.5% and 14.3%, respectively. The company’s EPS estimate for fiscal 2025 and fiscal 2026 has moved north in the past 30 days.

Zacks Investment Research
Image Source: Zacks Investment Research

Dollar Tree stock currently carries a Zacks Rank #3 (Hold).

Key Picks in Retail

We have highlighted three better-ranked stocks, namely Urban Outfitters (URBN - Free Report) , Canada Goose (GOOS - Free Report) and Haverty Furniture Companies (HVT - Free Report) .

Urban Outfitters, a lifestyle specialty retailer that offers fashion apparel and accessories, currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for Urban Outfitters’ current financial-year sales indicates growth of 8.5% from the year-ago figure. URBN delivered an average earnings surprise of 29% in the last four quarters.

Canada Goose, a global outerwear brand, currently carries a Zacks Rank #2 (Buy). GOOS delivered an average earnings surprise of 57.2% in the trailing four quarters.

The Zacks Consensus Estimate for Canada Goose’s current financial-year sales indicates growth of 2.9% from the year-ago figure. 

Haverty Furniture, a home-furnishings retailer in the Southern and Midwestern regions, currently has a Zacks Rank of 2. HVT delivered an average earnings surprise of 62.8% in the trailing four quarters.

The Zacks Consensus Estimate for HVT’s current financial-year sales indicates growth of 3.9% from the year-ago figure.

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