Piper Sandler Boosts Dollar General (NYSE:DG) Price Target to $133.00

Dollar General (NYSE:DG) had its target price increased by Piper Sandler from $132.00 to $133.00 in a note issued to investors on Friday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Piper Sandler’s target price would suggest a potential upside of 1.04% from the company’s previous close.

DG has been the subject of several other research reports. Citigroup increased their target price on Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. Guggenheim cut their price target on Dollar General from $165.00 to $160.00 and set a “buy” rating for the company in a report on Friday. Rothschild & Co Redburn raised Dollar General to a “strong sell” rating in a research report on Wednesday, February 25th. Oppenheimer raised their price objective on shares of Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Finally, BMO Capital Markets boosted their target price on shares of Dollar General from $130.00 to $145.00 and gave the stock a “market perform” rating in a research report on Friday, February 13th. Fourteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $145.52.

Dollar General Stock Down 3.2%

Dollar General stock opened at $131.63 on Friday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. Dollar General has a fifty-two week low of $77.52 and a fifty-two week high of $158.23. The firm has a fifty day moving average price of $147.70 and a two-hundred day moving average price of $123.71. The firm has a market cap of $28.97 billion, a price-to-earnings ratio of 19.22, a P/E/G ratio of 2.17 and a beta of 0.23.

Dollar General (NYSE:DG) last issued its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.36. The company had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a return on equity of 18.98% and a net margin of 3.54%.The firm’s revenue was up 5.9% compared to the same quarter last year. During the same period last year, the business posted $0.87 earnings per share. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. As a group, analysts forecast that Dollar General will post 5.75 earnings per share for the current year.

Insider Buying and Selling at Dollar General

In other news, EVP Rhonda Taylor sold 7,500 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total value of $1,011,675.00. Following the sale, the executive vice president directly owned 73,492 shares in the company, valued at approximately $9,913,335.88. This represents a 9.26% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, EVP Roderick J. West sold 2,282 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the completion of the transaction, the executive vice president directly owned 36,108 shares of the company’s stock, valued at approximately $4,815,001.80. The trade was a 5.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 19,558 shares of company stock valued at $2,638,868. 0.56% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several hedge funds have recently bought and sold shares of DG. Vanguard Group Inc. boosted its stake in shares of 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 purchasing an additional 412,542 shares in the last quarter. State Street Corp increased 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 worth $1,462,727,000 after purchasing an additional 53,624 shares in the last quarter. Morgan Stanley increased its position 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 lifted its holdings in Dollar General by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after purchasing an additional 42,936 shares during the last quarter. Finally, AQR Capital Management LLC lifted its holdings in Dollar General by 47.9% during the 4th quarter. AQR Capital Management LLC now owns 3,734,500 shares of the company’s stock valued at $495,830,000 after purchasing an additional 1,208,892 shares during the last quarter. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Dollar General News Summary

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

• Positive Sentiment: Q4 results materially beat expectations — revenue of ~$10.9B (+5.9% YoY), same-store sales up 4.3% and GAAP EPS of $1.93, with margin expansion that management attributes to cost controls and store efforts. This underpins near-term fundamentals. DG Q4 Deep Dive
• Positive Sentiment: Institutional investors have been buyers on the dip and technicals showed quick support after the drop, suggesting a base for a rebound if forward signals improve. MarketBeat: Holds Its Ground
• Positive Sentiment: Management continues returning capital (quarterly dividend announced) and highlighted balance-sheet improvements and margin momentum, which supports long-term cash returns. BusinessWire: Q4 Results
• Neutral Sentiment: Store-footprint rationalization: DG closed hundreds of locations after evaluating its footprint — a drag in the near term but positioned to improve profitability and comps over time. FastCompany: Store Closures
• Neutral Sentiment: Dollar General has outperformed the Dow over the past year, but analysts are cautious — the setup is mixed: upside potential exists but may require follow-through later in 2026. Barchart: Outperforming the Dow?
• Negative Sentiment: Guidance disappointed: management offered a more muted 2026 sales/same-store-sales outlook than some had modeled, which is the primary reason investors sold the stock despite the beat. Yahoo: Why DG Is Down
• Negative Sentiment: Mixed analyst responses and price-target moves — several firms trimmed targets or kept hold/neutral ratings (some smaller upward adjustments), leaving near-term sentiment mixed and limiting immediate upside. Benzinga: Analyst Coverage
• Negative Sentiment: Broader market weakness (oil-driven risk-off and equity declines) amplified selling pressure across retail names, exacerbating DG’s pullback after the cautious guide. Yahoo: Market Headwinds

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.