What is KeyCorp’s Estimate for Dollar General Q1 Earnings?

Dollar General Corporation (NYSE:DG) – Analysts at KeyCorp issued their Q1 2027 EPS estimates for Dollar General in a research note issued on Thursday, March 12th. KeyCorp analyst B. Thomas expects that the company will post earnings per share of $1.89 for the quarter. KeyCorp has a “Sector Weight” rating on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. KeyCorp also issued estimates for Dollar General’s Q2 2027 earnings at $2.00 EPS, Q3 2027 earnings at $1.39 EPS, Q4 2027 earnings at $1.97 EPS, FY2027 earnings at $7.25 EPS and FY2028 earnings at $8.00 EPS.

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

DG has been the subject of a number of other research reports. The Goldman Sachs Group raised Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. UBS Group reiterated a “buy” rating and issued a $168.00 target price on shares of Dollar General in a report on Friday, February 6th. BNP Paribas Exane reissued a “neutral” rating and issued a $127.00 price target on shares of Dollar General in a research report on Thursday. Loop Capital boosted their price target on shares of Dollar General from $120.00 to $145.00 and gave the company a “hold” rating in a research note on Friday, February 6th. Finally, JPMorgan Chase & Co. upped their price objective on shares of Dollar General from $166.00 to $170.00 and gave the stock an “overweight” rating in a report on Friday, January 9th. 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 company’s stock. Based on data from MarketBeat.com, Dollar General currently has an average rating of “Hold” and a consensus price target of $145.52.

Dollar General Stock Down 3.2%

DG stock opened at $131.63 on Monday. The stock’s 50 day simple moving average is $147.70 and its 200 day simple moving average is $123.80. The company has a market cap of $28.97 billion, a P/E ratio of 19.22, a price-to-earnings-growth ratio of 2.15 and a beta of 0.23. 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 has a fifty-two week low of $77.52 and a fifty-two week high of $158.23.

Dollar General Announces Dividend

The business 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 $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is currently 34.45%.

Insider Activity at Dollar General

In related news, EVP Rhonda Taylor sold 7,500 shares of Dollar General stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the transaction, the executive vice president owned 73,492 shares of the company’s stock, valued at $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Bryan D. Wheeler sold 9,776 shares of the company’s stock in a transaction on Friday, December 19th. The stock was sold at an average price of $135.32, for a total value of $1,322,888.32. Following the sale, the executive vice president owned 22,295 shares of the company’s stock, valued at $3,016,959.40. This trade represents a 30.48% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,558 shares of company stock valued at $2,638,868 over the last 90 days. Insiders own 0.56% of the company’s stock.

Institutional Trading of Dollar General

Several institutional investors have recently made changes to their positions in DG. Bryn Mawr Trust Advisors LLC purchased a new position in shares of Dollar General in the 3rd quarter worth about $8,803,000. Arista Wealth Management LLC purchased a new stake in Dollar General during the third quarter worth about $351,000. Allianz Asset Management GmbH increased its holdings in Dollar General by 16.3% during the third quarter. Allianz Asset Management GmbH now owns 805,645 shares of the company’s stock worth $83,263,000 after buying an additional 112,862 shares during the last quarter. Vanguard Group Inc. raised its position in Dollar General by 1.5% in the second quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company’s stock worth $3,067,403,000 after acquiring an additional 384,447 shares during the period. Finally, Westpac Banking Corp raised its position in Dollar General by 765.2% in the third quarter. Westpac Banking Corp now owns 9,197 shares of the company’s stock worth $951,000 after acquiring an additional 8,134 shares during the period. Institutional investors own 91.77% of the company’s stock.

Key Dollar General News

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

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.