Brokers Set Expectations for Dollar General FY2026 Earnings

Dollar General Corporation (NYSE:DG) – Equities researchers at Rothschild & Co Redburn issued their FY2026 earnings per share (EPS) estimates for Dollar General in a research note issued on Wednesday, February 25th. Rothschild & Co Redburn analyst S. Hudson anticipates that the company will post earnings of $6.61 per share for the year. Rothschild & Co Redburn has a “Sell” rating and a $111.00 price objective on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Rothschild & Co Redburn also issued estimates for Dollar General’s Q4 2026 earnings at $1.69 EPS, Q1 2027 earnings at $1.91 EPS, Q2 2027 earnings at $1.98 EPS, Q3 2027 earnings at $1.36 EPS, Q4 2027 earnings at $1.76 EPS, FY2027 earnings at $7.01 EPS, Q1 2028 earnings at $1.87 EPS, Q2 2028 earnings at $1.95 EPS, Q3 2028 earnings at $1.33 EPS, Q4 2028 earnings at $1.77 EPS and FY2028 earnings at $6.91 EPS.

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

Several other research analysts have also recently weighed in on the stock. Jefferies Financial Group boosted their price objective on shares of Dollar General from $165.00 to $178.00 in a research report on Wednesday, February 25th. Wolfe Research lifted their target price on Dollar General from $141.00 to $159.00 and gave the company an “outperform” rating in a research note on Monday, December 22nd. Gordon Haskett upped their price target on Dollar General from $170.00 to $180.00 and gave the company a “buy” rating in a research note on Wednesday, February 11th. Guggenheim lifted their price objective on Dollar General from $140.00 to $165.00 and gave the stock a “buy” rating in a research report on Tuesday, February 17th. Finally, Deutsche Bank Aktiengesellschaft raised Dollar General from a “hold” rating to a “buy” rating and set a $170.00 price objective for the company in a report on Thursday, January 8th. Fourteen 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 an average price target of $145.85.

Dollar General Trading Down 2.3%

Shares of NYSE DG opened at $152.69 on Monday. Dollar General has a 1-year low of $70.01 and a 1-year high of $158.23. The company has a 50-day moving average of $146.05 and a two-hundred day moving average of $121.76. The company has a market cap of $33.61 billion, a PE ratio of 26.37, a P/E/G ratio of 2.58 and a beta of 0.23. The company has a current ratio of 1.17, a quick ratio of 0.24 and a debt-to-equity ratio of 0.63.

Insider Buying and Selling at Dollar General

In related news, EVP Bryan D. Wheeler sold 9,776 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the completion of the transaction, the executive vice president owned 22,295 shares in the company, valued at approximately $3,016,959.40. The trade was a 30.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Rhonda Taylor sold 7,500 shares of the stock in a transaction 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 completion of the sale, the executive vice president owned 73,492 shares in the company, valued at approximately $9,913,335.88. This trade represents a 9.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 58,673 shares of company stock worth $7,713,389 over the last ninety days. 0.56% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Dollar General

Hedge funds have recently modified their holdings of the business. Life Cycle Investment Partners Ltd bought a new stake in Dollar General during the 4th quarter worth approximately $363,299,000. AQR Capital Management LLC increased its position in shares of Dollar General by 416.4% during the third quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after acquiring an additional 2,036,573 shares in the last quarter. Bessemer Group Inc. raised its holdings in shares of Dollar General by 24,882.5% during the fourth quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock worth $224,953,000 after acquiring an additional 1,687,533 shares during the period. Morgan Stanley boosted its stake in Dollar General by 35.0% in the 4th quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock worth $832,513,000 after purchasing an additional 1,624,748 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its stake in Dollar General by 116.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after purchasing an additional 1,458,093 shares during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

Dollar General News Roundup

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

• Positive Sentiment: DG is accelerating its AI and IT investments to boost labor productivity, streamline store operations and cut operating costs — a clear path to margin improvement if execution scales across the chain. How Dollar General’s AI Push Could Lower Operating Costs Zacks: How Dollar General’s AI Push Could Lower Operating Costs
• Positive Sentiment: Ongoing store growth remains on track at a local level — a new Mountain Top Dollar General is planned for spring, supporting unit growth and local sales. New Mountain Top Dollar General location planning spring opening
• Neutral Sentiment: Brokers have issued FY2026 earnings previews and longer‑range FY2029 forecasts; those notes provide modeling updates but so far appear mixed rather than uniformly bullish, leaving guidance sensitivity in focus. Brokers Offer Predictions for Dollar General FY2026 Earnings Brokers Issue Forecasts for Dollar General FY2029 Earnings
• Neutral Sentiment: Industry context: peers like Costco are seeing productivity gains from tech and AI investments, and apparel peers (Gap, American Eagle) are sending mixed signals on margins — this raises the bar on technology/efficiency expectations for retailers, but effects on DG are indirect. Is Costco’s Technology Spending Finally Fueling Better Productivity? Gap Gears Up For Q4 Earnings American Eagle Set to Report Q4 Earnings
• Negative Sentiment: Shares are likely experiencing short‑term pressure from profit‑taking and valuation scrutiny — DG is trading near its 52‑week high with a mid‑20s P/E, so some investors may be trimming positions despite the AI story.

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.