Brokers Offer Predictions for Dollar General Q4 Earnings

Dollar General Corporation (NYSE:DG) – Stock analysts at Zacks Research increased their Q4 2027 earnings estimates for Dollar General in a research report issued on Wednesday, March 25th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $2.03 for the quarter, up from their previous forecast of $1.70. 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 Q4 2028 earnings at $2.25 EPS.

Dollar General (NYSE:DG) last issued its quarterly earnings data on Thursday, March 12th. The company reported $1.93 EPS for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The firm had revenue of $10.91 billion for the quarter, compared to analyst estimates of $10.78 billion. During the same period in the prior year, the business posted $0.87 EPS. The business’s revenue for the quarter was up 5.9% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS.

DG has been the subject of a number of other reports. Citigroup lifted their price objective on Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. KeyCorp restated a “sector weight” rating on shares of Dollar General in a report on Friday, March 13th. BNP Paribas Exane reaffirmed a “neutral” rating and issued a $127.00 target price on shares of Dollar General in a research report on Thursday, March 12th. Truist Financial set a $139.00 price target on shares of Dollar General in a research note on Thursday, March 12th. Finally, Wells Fargo & Company increased their price target on shares of Dollar General from $115.00 to $125.00 and gave the stock an “equal weight” rating in a research report on Friday, December 19th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $145.33.

Dollar General Stock Down 1.6%

NYSE:DG opened at $117.28 on Friday. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54. The stock’s fifty day moving average is $143.17 and its two-hundred day moving average is $124.60. Dollar General has a 52 week low of $84.70 and a 52 week high of $158.23. The stock has a market capitalization of $25.83 billion, a price-to-earnings ratio of 17.12, a price-to-earnings-growth ratio of 1.93 and a beta of 0.23.

Hedge Funds Weigh In On Dollar General

Several hedge funds and other institutional investors have recently made changes to their positions in the stock. Life Cycle Investment Partners Ltd purchased a new stake in shares of Dollar General in the 4th quarter valued at approximately $363,299,000. AQR Capital Management LLC raised its holdings in shares of Dollar General by 416.4% in the 3rd quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock valued at $259,759,000 after purchasing an additional 2,036,573 shares in the last quarter. Bessemer Group Inc. lifted its position in shares of Dollar General by 24,882.5% during the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock worth $224,953,000 after purchasing an additional 1,687,533 shares during the last quarter. Morgan Stanley grew its stake in shares of Dollar General by 35.0% during the fourth quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock worth $832,513,000 after purchasing an additional 1,624,748 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its stake in shares of Dollar General by 116.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after purchasing an additional 1,458,093 shares in the last quarter. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. The ex-dividend date is Tuesday, April 7th. This represents a $2.36 annualized dividend and a yield of 2.0%. Dollar General’s dividend payout ratio is 34.45%.

Dollar General News Roundup

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

• Positive Sentiment: Zacks/analyst commentary: multiple Zacks research notes raised near‑ and medium‑term EPS forecasts for DG (FY2027–FY2029), and Zacks Style Scores flagged DG as a strong value pick — implies improving modeled earnings power and a valuation argument for buyers. Zacks: DG value stock
• Positive Sentiment: Fundamentals: recent quarter beat consensus (EPS and revenue) and same‑store sales growth was solid; that underpins the analyst upgrades and supports the company’s FY2026 guidance range — positive for earnings reliability. MarketBeat: DG report
• Positive Sentiment: Contrarian/tactical view: Barron’s and a Yahoo op‑ed argue the CEO announcement sell‑off is an overreaction and present a buying opportunity given DG’s margin recovery and upgraded estimates — potential catalyst for a rebound if believers step in. Barron’s: buy on selloff
• Neutral Sentiment: Analyst note roundup: some outlets compiled broader retail/consumer takes on DG alongside peers (WMT, EL) — useful context but not an immediate directional catalyst. Globe and Mail: analyst insights
• Negative Sentiment: Leadership change: DG named Jerry “JJ” Fleeman Jr. as CEO effective Jan 1, 2027. The timing and governance transition introduced investor uncertainty about strategy execution and near‑term management continuity, triggering selling pressure. Yahoo: CEO appointment
• Negative Sentiment: Market reaction / sentiment pieces: coverage highlighting the drop and investor rattling has amplified downside momentum in the short term — headlines and sentiment, rather than fresh operational weakness, appear to be the primary driver of the decline. Blockonomi: stock slides on CEO news

About Dollar General

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.