Q1 EPS Estimates for Dollar General Cut by Wolfe Research

Dollar General Corporation (NYSE:DG) – Research analysts at Wolfe Research lowered their Q1 2027 earnings estimates for Dollar General in a report released on Wednesday, March 18th. Wolfe Research analyst S. Hanus now forecasts that the company will earn $1.91 per share for the quarter, down from their prior estimate of $2.02. Wolfe Research has a “Outperform” rating and a $165.00 price target on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Wolfe Research also issued estimates for Dollar General’s Q2 2027 earnings at $2.02 EPS, Q3 2027 earnings at $1.42 EPS, Q4 2027 earnings at $1.96 EPS, FY2027 earnings at $7.30 EPS, Q1 2028 earnings at $2.13 EPS, Q2 2028 earnings at $2.28 EPS, Q3 2028 earnings at $1.63 EPS, Q4 2028 earnings at $2.24 EPS, FY2028 earnings at $8.27 EPS and FY2029 earnings at $9.39 EPS.

A number of other equities analysts have also recently weighed in on DG. Barclays reaffirmed an “overweight” rating on shares of Dollar General in a report on Thursday, March 12th. UBS Group reissued a “buy” rating and issued a $163.00 price objective on shares of Dollar General in a report on Monday. Jefferies Financial Group reaffirmed a “buy” rating and set a $170.00 target price on shares of Dollar General in a research note on Thursday, March 12th. Truist Financial set a $139.00 target price on Dollar General in a research report on Thursday, March 12th. Finally, Rothschild & Co Redburn raised shares of Dollar General to a “strong sell” rating in a research note on Wednesday, February 25th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $145.33.

Dollar General Price Performance

NYSE:DG opened at $124.43 on Friday. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54. Dollar General has a 52 week low of $80.51 and a 52 week high of $158.23. The stock’s 50-day moving average price is $146.22 and its 200-day moving average price is $124.23. The stock has a market capitalization of $27.39 billion, a PE ratio of 18.17, a price-to-earnings-growth ratio of 2.00 and a beta of 0.23.

Dollar General (NYSE:DG) last released its quarterly earnings data 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. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The company had revenue of $10.91 billion during the quarter, compared to analysts’ expectations of $10.78 billion. During the same quarter in the previous year, the company earned $0.87 earnings per share. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS.

Dollar General Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be given 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 1.9%. Dollar General’s payout ratio is presently 34.45%.

Institutional Investors Weigh In On Dollar General

Hedge funds have recently modified their holdings of the company. Elevation Point Wealth Partners LLC purchased a new position in Dollar General during the second quarter worth about $25,000. Caldwell Trust Co purchased a new stake in shares of Dollar General in the 2nd quarter valued at approximately $25,000. Fideuram Asset Management Ireland dac acquired a new stake in shares of Dollar General during the 4th quarter worth approximately $25,000. Caitong International Asset Management Co. Ltd increased its holdings in shares of 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 buying an additional 182 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new stake in shares of Dollar General during the 3rd quarter valued at approximately $26,000. Hedge funds and other institutional investors 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: Wolfe Research reaffirmed an Outperform rating and a $165 price target while raising a couple of quarter estimates (notably Q4 2027 and Q4 2028), which supports upside expectations for DG. Wolfe Research note / MarketBeat DG page
• Positive Sentiment: Q4 results and industry wrap-ups highlight Dollar General as a leader in non-discretionary retail — DG beat revenue and EPS estimates and management emphasized value initiatives that drove traffic and private-brand gains. Q4 Earnings Review (Yahoo Finance)
• Positive Sentiment: Management comments and other retail CEOs say customers aren’t yet cutting back because of higher gas prices, signaling resilience in DG’s customer base and less downside risk to sales. We’re not too worried about gas prices (MarketWatch)
• Neutral Sentiment: Strong results at Five Below and other discount retailers are lifting sector sentiment — this can buoy DG even if the news is about a competitor rather than DG-specific fundamentals. Five Below earnings blowout (MarketBeat)
• Negative Sentiment: Wolfe also trimmed a number of near-term quarter estimates (Q1–Q3 2027, parts of 2028) and lowered FY2027–FY2028 EPS forecasts slightly, which could cap upside and increase focus on execution vs. thesis risk. Wolfe Research note / MarketBeat DG page
• Negative Sentiment: Some analysts and commentary argue DG’s “buy case” weakened after Q4 despite the beat — that skepticism (and the market’s negative reaction to parts of the call) can pressure the stock if guidance or margin drivers look uncertain. Dollar General loses its buy case (TipRanks)

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.