Q1 EPS Estimates for Dollar General Cut by Zacks Research

Dollar General Corporation (NYSE:DG) – Equities researchers at Zacks Research reduced their Q1 2027 earnings estimates for Dollar General in a research report issued on Wednesday, March 25th. Zacks Research analyst Team now expects that the company will post earnings of $1.90 per share for the quarter, down from their prior estimate of $1.94. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Zacks Research also issued estimates for Dollar General’s Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.40 EPS, FY2027 earnings at $7.31 EPS, Q1 2028 earnings at $2.10 EPS, Q2 2028 earnings at $2.19 EPS, Q3 2028 earnings at $1.58 EPS, FY2028 earnings at $8.12 EPS and FY2029 earnings at $9.07 EPS.

Several other analysts have also commented on the company. BNP Paribas Exane reissued a “neutral” rating and issued a $127.00 price objective on shares of Dollar General in a report on Thursday, March 12th. Piper Sandler upped their target price on Dollar General from $132.00 to $133.00 and gave the stock a “neutral” rating in a research note on Friday, March 13th. UBS Group reiterated a “buy” rating and set a $163.00 target price on shares of Dollar General in a research report on Monday, March 16th. Oppenheimer boosted their price target on shares of Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Finally, Gordon Haskett upped their price objective on shares of Dollar General from $170.00 to $180.00 and gave the stock a “buy” rating in a research report on Wednesday, February 11th. Fourteen 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 company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $145.33.

Dollar General Stock Performance

NYSE DG opened at $119.03 on Thursday. The stock has a market capitalization of $26.21 billion, a price-to-earnings ratio of 17.38, a PEG ratio of 1.93 and a beta of 0.23. Dollar General has a twelve month low of $84.70 and a twelve month high of $158.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. The stock has a 50-day moving average of $143.80 and a 200 day moving average of $124.54.

Dollar General (NYSE:DG) last posted its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The business had revenue of $10.91 billion for the quarter, compared to analyst estimates of $10.78 billion. During the same period in the prior year, the company posted $0.87 EPS. The company’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.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the company. Parkside Financial Bank & Trust boosted its position in shares of Dollar General by 9.3% in the 4th quarter. Parkside Financial Bank & Trust now owns 808 shares of the company’s stock valued at $107,000 after purchasing an additional 69 shares during the period. BOKF NA increased its position in Dollar General by 15.2% during the fourth quarter. BOKF NA now owns 554 shares of the company’s stock worth $74,000 after buying an additional 73 shares during the period. Strata Wealth Advisors LLC lifted its stake in Dollar General by 3.3% in the fourth quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company’s stock valued at $314,000 after buying an additional 75 shares during the last quarter. Optimize Financial Inc lifted its stake in Dollar General by 1.4% in the fourth quarter. Optimize Financial Inc now owns 5,550 shares of the company’s stock valued at $737,000 after buying an additional 76 shares during the last quarter. Finally, Tevis Investment Management boosted its holdings in shares of Dollar General by 0.5% in the third quarter. Tevis Investment Management now owns 16,655 shares of the company’s stock valued at $1,721,000 after acquiring an additional 77 shares during the period. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Announces Dividend

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 paid a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.0%. Dollar General’s payout ratio is currently 34.45%.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year EPS forecasts (FY2027–FY2029 and several quarters), signaling analysts see stronger underlying earnings power ahead; this supports a positive medium‑term view. Zacks Research Estimates
• Positive Sentiment: Bank and sell‑side commentary highlights a new Dollar General store format described as a “treasure hunt” that could boost gross margins and traffic; BofA remains constructive (Buy with a higher target). That operational catalyst can support revenue and margin upside if rollout succeeds. New Store Format / BofA
• Positive Sentiment: Barron’s argues the market overreacted to the CEO announcement and calls the pullback a buying opportunity, a narrative that can attract value‑oriented buyers if execution risk is contained. Investors May Be Overreacting
• Neutral Sentiment: Piper Sandler kept a Neutral rating while nudging its price target slightly higher after Q4 results — they see solid recent performance but caution the 2026 growth setup is not straightforward. This is mixed, not a clear buy/sell trigger. Piper Sandler Note
• Neutral Sentiment: Broad analyst roundups (e.g., Globe and Mail) provide context on consumer goods peers but contain no single decisive call for DG; useful for benchmarking but unlikely to drive big moves alone. Analyst Roundup
• Negative Sentiment: The CEO transition (JJ/JJ Fleeman/Jerry Fleeman Jr. named as successor effective Jan 2027) triggered investor concern about strategic continuity and execution, prompting the intraday selloff and higher volatility. Leadership changes often cause short‑term re‑rating until the new CEO’s plan is clear. New CEO Announcement
• Negative Sentiment: Coverage noting the stock decline tied directly to the CEO announcement reinforces momentum selling; headlines highlighting a 5%‑plus drop amplify short‑term downside pressure. Why DG Stock Is Down Today

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.