Guggenheim Has Lowered Expectations for Dollar General (NYSE:DG) Stock Price

Dollar General (NYSE:DG) had its target price dropped by stock analysts at Guggenheim from $165.00 to $160.00 in a note issued to investors on Friday, Marketbeat reports. The brokerage currently has a “buy” rating on the stock. Guggenheim’s price objective would indicate a potential upside of 21.55% from the company’s previous close.

DG has been the topic of several other research reports. JPMorgan Chase & Co. raised their target price on Dollar General from $166.00 to $170.00 and gave the stock an “overweight” rating in a research report on Friday, January 9th. BNP Paribas Exane reaffirmed a “neutral” rating and issued a $127.00 price target on shares of Dollar General in a report on Thursday. Argus increased their price target on shares of Dollar General from $135.00 to $152.00 and gave the company a “buy” rating in a research note on Thursday, December 18th. Truist Financial set a $139.00 price objective on shares of Dollar General in a report on Thursday. Finally, Barclays restated an “overweight” rating on shares of Dollar General in a research report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $145.52.

Dollar General Stock Performance

Shares of DG stock opened at $131.63 on Friday. The company has a market cap of $28.97 billion, a P/E ratio of 19.22, a PEG ratio of 2.17 and a beta of 0.23. The firm has a fifty day moving average price of $147.70 and a 200 day moving average price of $123.71. The company has a current ratio of 1.17, a quick ratio of 0.24 and a debt-to-equity ratio of 0.63. Dollar General has a 12 month low of $77.52 and a 12 month high of $158.23.

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

Insider Buying and Selling at Dollar General

In other Dollar General news, EVP Rhonda Taylor sold 7,500 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the completion of the transaction, the executive vice president owned 73,492 shares in the company, valued at approximately $9,913,335.88. This represents a 9.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Roderick J. West sold 2,282 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total transaction of $304,304.70. Following the completion of the sale, the executive vice president owned 36,108 shares of the company’s stock, valued at $4,815,001.80. This trade represents a 5.94% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 19,558 shares of company stock valued at $2,638,868. 0.56% of the stock is owned by company insiders.

Institutional Investors Weigh In On Dollar General

A number of hedge funds have recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd increased its position in Dollar General by 4,550.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company’s stock worth $25,000 after purchasing an additional 182 shares during the period. Fideuram Asset Management Ireland dac purchased a new position in shares of Dollar General during the 4th quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC lifted its holdings in shares of Dollar General by 69.3% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company’s stock valued at $26,000 after buying an additional 79 shares during the period. Reflection Asset Management acquired a new stake in shares of Dollar General in the 4th quarter valued at approximately $28,000. Finally, Caldwell Trust Co purchased a new stake in shares of Dollar General in the second quarter valued at approximately $25,000. Institutional investors and hedge funds own 91.77% of the company’s stock.

Key Stories Impacting Dollar General

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.