Zacks Research Expects Stronger Earnings for Dollar General

Dollar General Corporation (NYSE:DG) – Research analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of Dollar General in a report issued on Thursday, December 18th. Zacks Research analyst Team now forecasts that the company will earn $6.43 per share for the year, up from their prior forecast of $6.15. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Zacks Research also issued estimates for Dollar General’s FY2027 earnings at $7.02 EPS and FY2028 earnings at $7.54 EPS.

Dollar General (NYSE:DG) last released its quarterly earnings data on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.33. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The business had revenue of $10.65 billion for the quarter, compared to analyst estimates of $10.60 billion. During the same quarter last year, the firm earned $0.89 EPS. Dollar General’s quarterly revenue was up 4.6% compared to the same quarter last year. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS.

Other equities research analysts also recently issued reports about the company. Daiwa Capital Markets increased their price target on Dollar General from $113.00 to $130.00 and gave the stock a “neutral” rating in a report on Monday, December 8th. UBS Group boosted their price objective on Dollar General from $135.00 to $143.00 and gave the company a “buy” rating in a research report on Friday, December 5th. JPMorgan Chase & Co. raised Dollar General from a “neutral” rating to an “overweight” rating and increased their target price for the stock from $128.00 to $166.00 in a research note on Monday, December 15th. The Goldman Sachs Group raised shares of Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Finally, Oppenheimer increased their price objective on shares of Dollar General from $138.00 to $145.00 and gave the stock an “outperform” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and sixteen have issued a Hold rating to the company. Based on data from MarketBeat.com, Dollar General currently has a consensus rating of “Moderate Buy” and a consensus price target of $131.73.

Dollar General Price Performance

DG opened at $137.28 on Friday. The stock has a market cap of $30.22 billion, a P/E ratio of 23.71, a P/E/G ratio of 2.48 and a beta of 0.27. Dollar General has a 12 month low of $66.43 and a 12 month high of $137.90. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63. The company has a fifty day simple moving average of $110.11 and a 200 day simple moving average of $109.68.

Dollar General Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, January 20th. Investors of record on Tuesday, January 6th will be given a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, January 6th. This represents a $2.36 dividend on an annualized basis and a yield of 1.7%. Dollar General’s dividend payout ratio (DPR) is 40.76%.

Insider Transactions at Dollar General

In other Dollar General news, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $132.52, for a total transaction of $333,420.32. Following the sale, the chief accounting officer directly owned 29,344 shares of the company’s stock, valued at $3,888,666.88. The trade was a 7.90% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Carman R. Wenkoff sold 19,166 shares of the firm’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $132.01, for a total value of $2,530,103.66. Following the completion of the transaction, the executive vice president owned 43,179 shares of the company’s stock, valued at $5,700,059.79. The trade was a 30.74% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 58,673 shares of company stock worth $7,713,389. 0.56% of the stock is owned by insiders.

Institutional Investors Weigh In On Dollar General

A number of institutional investors and hedge funds have recently made changes to their positions in DG. Caldwell Trust Co acquired a new position in Dollar General during the second quarter worth $25,000. Elevation Point Wealth Partners LLC bought a new position in shares of Dollar General in the 2nd quarter valued at about $25,000. Atlantic Union Bankshares Corp acquired a new position in shares of Dollar General during the 2nd quarter worth about $26,000. Root Financial Partners LLC acquired a new position in shares of Dollar General during the 3rd quarter worth about $26,000. Finally, Peoples Financial Services CORP. bought a new stake in shares of Dollar General in the 3rd quarter valued at about $35,000. Institutional investors own 91.77% of the company’s stock.

Trending Headlines about Dollar General

Here are the key news stories impacting Dollar General this week:

• Positive Sentiment: Multiple analyst upgrades and price‑target raises lift sentiment and implied upside — Argus bumped its target to $152 and kept a Buy rating, Gordon Haskett raised its target to $150, and MarketBeat highlights JPMorgan’s upgrade/$166 street‑high target. Higher targets and upgrades often support near‑term buying interest. Argus Research price target Gordon Haskett boost MarketBeat turnaround
• Positive Sentiment: Zacks increased FY2026–FY2028 EPS forecasts (FY26: ~$6.43; FY27: ~$7.02; FY28: ~$7.54) and highlighted DG as a momentum stock — upgraded earnings power supports valuation and the street’s upside expectations. Zacks momentum article MarketBeat note on Zacks estimates
• Positive Sentiment: MarketBeat and other outlets point to an operational turnaround — improving traffic, margin recovery, stronger free cash flow and a plan to add stores/remodels (450 new US stores + remodels). Those fundamentals increase the case for multiple expansion and potential higher shareholder returns. Turnaround article
• Neutral Sentiment: Small options exercise noted (Rod West, ~$25k) — operationally immaterial but a disclosure investors may track. Benzinga options update
• Negative Sentiment: Insider selling: EVP Rhonda Taylor sold 7,500 shares and EVP Roderick West sold 2,282 shares (disclosed filings). Multiple insider sales can be a cautionary signal even if not proof of negative outlook; size and timing matter versus institutional ownership. InsiderTrades alert SEC filing

Dollar General Company Profile

Dollar General Corporation is a U.S.-based variety and discount retailer operating a large network of small-format stores that serve primarily rural and suburban communities. The company is publicly traded on the New York Stock Exchange under the ticker DG and is headquartered in the Nashville/Goodlettsville, Tennessee area. Founded in 1939, Dollar General has grown from a regional operation into one of the nation’s prominent low-price retailers focused on convenience and value.

Dollar General’s stores offer a wide assortment of everyday consumables and household goods, including food and beverage items, cleaning supplies, health and beauty products, paper goods, apparel basics, seasonal merchandise and small household items.