Analysts Set Expectations for Dollar General FY2026 Earnings

Dollar General Corporation (NYSE:DG) – Stock analysts at Rothschild & Co Redburn issued their FY2026 earnings per share estimates for Dollar General in a report released on Wednesday, February 25th. Rothschild & Co Redburn analyst S. Hudson forecasts that the company will post earnings per share of $6.61 for the year. Rothschild & Co Redburn has a “Sell” rating and a $111.00 price target on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Rothschild & Co Redburn also issued estimates for Dollar General’s Q4 2026 earnings at $1.69 EPS, Q1 2027 earnings at $1.91 EPS, Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.36 EPS, Q4 2027 earnings at $1.76 EPS, FY2027 earnings at $7.01 EPS, Q1 2028 earnings at $1.87 EPS, Q2 2028 earnings at $1.95 EPS, Q3 2028 earnings at $1.33 EPS, Q4 2028 earnings at $1.77 EPS and FY2028 earnings at $6.91 EPS.

DG has been the topic of a number of other research reports. Morgan Stanley upped their price target on shares of Dollar General from $135.00 to $160.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Oppenheimer raised their price objective on Dollar General from $145.00 to $170.00 and gave the company an “outperform” rating in a report on Tuesday, February 24th. Raymond James Financial reaffirmed an “outperform” rating and issued a $135.00 target price on shares of Dollar General in a report on Friday, December 5th. Citigroup increased their target price on Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research report on Monday, December 8th. Finally, Guggenheim lifted their price target on Dollar General from $140.00 to $165.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $145.85.

Dollar General Price Performance

Shares of NYSE:DG opened at $156.13 on Monday. The company has a market cap of $34.37 billion, a price-to-earnings ratio of 26.97, a PEG ratio of 2.58 and a beta of 0.23. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. The firm has a 50 day simple moving average of $145.74 and a 200 day simple moving average of $121.49. Dollar General has a one year low of $70.01 and a one year high of $158.23.

Dollar General (NYSE:DG) last posted its earnings results on Thursday, December 4th. The company reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $0.95 by $0.33. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The firm had revenue of $10.65 billion during the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter in the prior year, the business earned $0.89 earnings per share. The business’s revenue for the quarter 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.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 6th were issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date was Tuesday, January 6th. Dollar General’s dividend payout ratio is presently 40.76%.

Insider Activity at Dollar General

In other news, CAO Anita C. Elliott sold 2,516 shares of Dollar General stock in a transaction on Friday, December 12th. The shares were sold at an average price of $132.52, for a total value of $333,420.32. Following the completion of the sale, the chief accounting officer owned 29,344 shares in the company, valued at $3,888,666.88. The trade was a 7.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Bryan D. Wheeler sold 9,776 shares of the business’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the transaction, the executive vice president owned 22,295 shares in the company, valued at $3,016,959.40. The trade was a 30.48% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 58,673 shares of company stock worth $7,713,389. Corporate insiders own 0.56% of the company’s stock.

Institutional Investors Weigh In On Dollar General

Several institutional investors have recently bought and sold shares of DG. Tempo Wealth LLC purchased a new stake in Dollar General in the 4th quarter valued at about $281,000. MidFirst Bank bought a new position in shares of Dollar General in the fourth quarter valued at approximately $226,000. Virtu Financial LLC bought a new position in shares of Dollar General in the fourth quarter valued at approximately $411,000. Blue Capital Inc. purchased a new stake in shares of Dollar General during the fourth quarter valued at approximately $212,000. Finally, Dean Capital Management lifted its holdings in Dollar General by 3.2% during the fourth quarter. Dean Capital Management now owns 23,017 shares of the company’s stock worth $3,056,000 after acquiring an additional 709 shares during the period. Institutional investors own 91.77% of the company’s stock.

Dollar General News Summary

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

• Positive Sentiment: An analyst upgrade helped push DG to a new one‑year high, attracting momentum traders and headline interest that supported the rally. Dollar General (NYSE:DG) Hits New 1-Year High After Analyst Upgrade
• Positive Sentiment: Oppenheimer published a bullish note forecasting strong price appreciation for DG, which likely reinforced the upgrade-driven buying and helped lift sentiment among institutional investors. Oppenheimer Forecasts Strong Price Appreciation for Dollar General (NYSE:DG) Stock
• Positive Sentiment: Sector pieces from Zacks and Yahoo Finance singled out discount retailers (including DG) as well‑positioned for better pricing, inventory and operational execution, reinforcing a constructive industry backdrop. Costco and 3 More Discount Retail Stocks Investors Should Watch Now
• Neutral Sentiment: Local expansion: a new Tyrone DG Market is expected to open in spring — a small, localized growth signal that supports store‑level footprint expansion but is unlikely to move the stock materially on its own. Briefcase: Tyrone DG Market expected to open in spring
• Negative Sentiment: Rothschild & Co Redburn issued FY2029 EPS estimate of $6.92 but kept a “Sell” rating and a $111 price target — a bearish analyst stance that could cap upside and increase volatility despite other bullish notes.

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.