Brokerages Set Dollar General Corporation (NYSE:DG) PT at $145.33

Dollar General Corporation (NYSE:DG) has been assigned a consensus recommendation of “Hold” from the thirty research firms that are covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, fifteen have given a hold recommendation and fourteen have issued a buy recommendation on the company. The average 1 year price target among brokerages that have covered the stock in the last year is $145.3333.

A number of research analysts have commented on the company. Evercore decreased their price objective on Dollar General from $145.00 to $144.00 in a report on Tuesday, March 3rd. Piper Sandler boosted their target price on shares of Dollar General from $132.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday, March 13th. Sanford C. Bernstein restated an “outperform” rating on shares of Dollar General in a research note on Friday, March 13th. Wells Fargo & Company raised 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. Finally, Wolfe Research reiterated an “outperform” rating and issued a $165.00 price objective on shares of Dollar General in a research note on Thursday, March 12th.

Institutional Investors Weigh In On Dollar General

Large investors have recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in Dollar General by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 27,309,045 shares of the company’s stock valued at $3,625,822,000 after acquiring an additional 412,542 shares in the last quarter. State Street Corp lifted its position in shares of Dollar General by 0.5% during the 4th quarter. State Street Corp now owns 11,017,002 shares of the company’s stock valued at $1,462,727,000 after acquiring an additional 53,624 shares during the period. Morgan Stanley grew its holdings in shares of Dollar General by 35.0% during the 4th 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. Geode Capital Management LLC increased its position in shares of Dollar General by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock worth $754,857,000 after purchasing an additional 42,936 shares during the period. Finally, AQR Capital Management LLC increased its position in shares of Dollar General by 47.9% in the fourth quarter. AQR Capital Management LLC now owns 3,734,500 shares of the company’s stock worth $495,830,000 after purchasing an additional 1,208,892 shares during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

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

Dollar General Stock Performance

Shares of DG stock opened at $117.28 on Friday. Dollar General has a 52 week low of $84.70 and a 52 week high of $158.23. The company has a market capitalization of $25.83 billion, a price-to-earnings ratio of 17.12, a PEG ratio of 1.89 and a beta of 0.23. The company has a 50-day simple moving average of $143.17 and a 200 day simple moving average of $124.86. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.22 and a current ratio of 1.13.

Dollar General (NYSE:DG) last issued its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share (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 during the quarter, compared to the consensus estimate of $10.78 billion. During the same period last year, the business posted $0.87 earnings per share. 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. On average, sell-side analysts predict that Dollar General will post 5.75 earnings per share for the current year.

Dollar General Announces Dividend

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

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.