Brokers Set Expectations for Dollar General Q4 Earnings

Dollar General Corporation (NYSE:DG) – Stock analysts at Zacks Research lowered their Q4 2026 earnings per share (EPS) estimates for Dollar General in a research note issued to investors on Thursday, December 18th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $1.51 for the quarter, down from their prior estimate of $1.60. 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 Q1 2027 earnings at $1.94 EPS, Q3 2027 earnings at $1.38 EPS, Q4 2027 earnings at $1.70 EPS, Q1 2028 earnings at $2.06 EPS and Q3 2028 earnings at $1.50 EPS.

A number of other research firms also recently weighed in on DG. Wells Fargo & Company increased their target price on shares of Dollar General from $115.00 to $125.00 and gave the company an “equal weight” rating in a research report on Friday. Oppenheimer upped their price objective on Dollar General from $138.00 to $145.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Gordon Haskett increased their price objective on Dollar General from $140.00 to $150.00 and gave the company a “buy” rating in a report on Tuesday, December 16th. Piper Sandler boosted their target price on Dollar General from $117.00 to $129.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. Finally, Telsey Advisory Group reaffirmed a “market perform” rating and set a $130.00 price target (up previously from $123.00) on shares of Dollar General in a research report on Thursday, December 4th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and sixteen have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $131.73.

Dollar General Stock Performance

NYSE DG opened at $137.42 on Monday. The company has a market capitalization of $30.25 billion, a PE ratio of 23.73, a price-to-earnings-growth ratio of 2.50 and a beta of 0.27. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.24 and a current ratio of 1.17. Dollar General has a 52-week low of $66.43 and a 52-week high of $138.46. The company has a 50-day simple moving average of $110.82 and a 200 day simple moving average of $109.81.

Dollar General (NYSE:DG) last announced its earnings results on Thursday, December 4th. The company reported $1.28 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.95 by $0.33. The firm had revenue of $10.65 billion during the quarter, compared to analyst estimates of $10.60 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business’s revenue was up 4.6% compared to the same quarter last year. During the same period last year, the firm posted $0.89 EPS. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS.

Dollar General Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, January 20th. Stockholders of record on Tuesday, January 6th will be given a $0.59 dividend. The ex-dividend date is Tuesday, January 6th. This represents a $2.36 annualized dividend and a dividend yield of 1.7%. Dollar General’s payout ratio is 40.76%.

Insider Activity at Dollar General

In other news, CAO Anita C. Elliott sold 2,516 shares of the company’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $132.52, for a total transaction of $333,420.32. Following the sale, the chief accounting officer directly owned 29,344 shares in the company, valued at $3,888,666.88. This represents a 7.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Rhonda Taylor sold 7,500 shares of the firm’s stock in a transaction that occurred 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 of the company’s stock, valued at $9,913,335.88. This trade represents a 9.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 58,673 shares of company stock worth $7,713,389 in the last 90 days. 0.56% of the stock is owned by company insiders.

Institutional Trading of Dollar General

Large investors have recently modified their holdings of the business. Summit Financial LLC purchased a new stake in Dollar General in the first quarter valued at approximately $203,000. Norinchukin Bank The increased its holdings in shares of Dollar General by 10.1% in the 1st quarter. Norinchukin Bank The now owns 8,539 shares of the company’s stock worth $751,000 after buying an additional 782 shares during the last quarter. Kestra Advisory Services LLC increased its holdings in shares of Dollar General by 61.2% in the 1st quarter. Kestra Advisory Services LLC now owns 57,498 shares of the company’s stock worth $5,056,000 after buying an additional 21,837 shares during the last quarter. Allstate Corp raised its position in shares of Dollar General by 26.8% during the 1st quarter. Allstate Corp now owns 8,254 shares of the company’s stock valued at $726,000 after buying an additional 1,744 shares in the last quarter. Finally, Haverford Trust Co lifted its holdings in shares of Dollar General by 17.0% during the 1st quarter. Haverford Trust Co now owns 4,126 shares of the company’s stock worth $363,000 after acquiring an additional 598 shares during the last quarter. Institutional investors own 91.77% of the company’s stock.

Key Stores Impacting Dollar General

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

• Positive Sentiment: JPMorgan upgraded same-store sales expectations, saying improving comps could change the investment case for DG by supporting sales and margin outlooks — a catalyst for further analyst support and multiple expansion. JPMorgan’s Same-Store Sales Upgrade Might Change The Case For Investing In Dollar General (DG)
• Positive Sentiment: An analyst raised Dollar General’s price target to $152, signaling increased upside from current levels and reinforcing bullish sentiment among institutional investors. Dollar General (NYSE:DG) Price Target Raised to $152.00
• Positive Sentiment: Media commentary from Jim Cramer called Dollar General an “extremely well-run” company, which can boost retail investor confidence and short-term sentiment. Jim Cramer Considers Dollar General an “Extremely Well-Run” Company
• Positive Sentiment: Zacks published an update raising its FY2026 EPS estimate for DG, suggesting some analysts see continued earnings power beyond the current year. Dollar General FY2026 EPS Estimate Raised by Zacks Research
• Neutral Sentiment: Zacks also issued a separate note reducing certain earnings estimates for Dollar General (timing/period specifics differ from the FY2026 raise), creating mixed signals on near-term performance expectations. Zacks Research Reduces Earnings Estimates for Dollar General
• Negative Sentiment: An executive vice president sold about $1.32 million of DG stock; while insider sales can be routine, the transaction is often viewed negatively by investors watching insider conviction. Insider Selling: Dollar General (NYSE:DG) EVP Sells $1,322,888.32 in Stock
• Negative Sentiment: A Seeking Alpha piece argues Dollar General’s valuation is rich and recommends taking profits, highlighting a higher P/E/PEG and limited margin for error — a cautionary note for momentum investors. Dollar General’s High Valuation Means It’s Time To Take Profits

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.