Dollar General Corporation (NYSE:DG – Free Report) – Equities researchers at KeyCorp cut their FY2027 earnings per share (EPS) estimates for Dollar General in a report released on Monday, May 18th. KeyCorp analyst B. Thomas now forecasts that the company will post earnings of $7.20 per share for the year, down from their prior forecast of $7.25. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for Dollar General’s current full-year earnings is $7.28 per share.
A number of other research firms also recently weighed in on DG. Morgan Stanley dropped their price target on shares of Dollar General from $160.00 to $150.00 and set an “equal weight” rating for the company in a research report on Friday, March 13th. Rothschild & Co Redburn dropped their price target on shares of Dollar General from $111.00 to $90.00 and set a “sell” rating for the company in a research report on Monday. Barclays reiterated an “overweight” rating on shares of Dollar General in a research report on Thursday, March 12th. Piper Sandler lifted their price target on shares of Dollar General from $132.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday, March 13th. Finally, Loop Capital lifted their price target on shares of Dollar General from $120.00 to $145.00 and gave the company a “hold” rating in a research report on Friday, February 6th. Thirteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, Dollar General presently has a consensus rating of “Hold” and a consensus price target of $143.62.
Dollar General Trading Up 1.0%
Shares of NYSE:DG opened at $104.53 on Thursday. Dollar General has a 12-month low of $95.11 and a 12-month high of $158.23. The stock has a market cap of $23.02 billion, a PE ratio of 15.26, a P/E/G ratio of 1.67 and a beta of 0.28. The business has a 50 day moving average of $119.58 and a 200-day moving average of $128.31. 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 (NYSE:DG – Get Free Report) last issued its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.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 posted $0.87 earnings per share. The business’s revenue 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 Announces Dividend
The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th were given a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a yield of 2.3%. The ex-dividend date was Tuesday, April 7th. Dollar General’s payout ratio is currently 34.45%.
Institutional Inflows and Outflows
Several institutional investors have recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its position in Dollar General by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 27,309,045 shares of the company’s stock valued at $3,625,822,000 after purchasing an additional 412,542 shares in the last quarter. State Street Corp raised its position in Dollar General by 0.5% during the fourth quarter. State Street Corp now owns 11,017,002 shares of the company’s stock valued at $1,462,727,000 after purchasing an additional 53,624 shares in the last quarter. Morgan Stanley raised its position in Dollar General by 35.0% during the fourth quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock valued at $832,513,000 after purchasing an additional 1,624,748 shares in the last quarter. Geode Capital Management LLC raised its position in Dollar General by 0.8% during the fourth quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after purchasing an additional 42,936 shares in the last quarter. Finally, AQR Capital Management LLC raised its position in Dollar General by 47.9% during the fourth quarter. AQR Capital Management LLC now owns 3,734,500 shares of the company’s stock valued at $495,830,000 after purchasing an additional 1,208,892 shares in the last quarter. 91.77% of the stock is currently owned by institutional investors and hedge funds.
Key Dollar General News
Here are the key news stories impacting Dollar General this week:
- Positive Sentiment: Zacks highlighted Dollar General as a potential earnings beat candidate, citing its strong history of surprising to the upside and a favorable setup in its next quarterly report. Will Dollar General (DG) Beat Estimates Again in Its Next Earnings Report?
- Positive Sentiment: HSBC raised its FY2027 EPS estimate for Dollar General to $7.32 from $7.29, which signals modestly improved longer-term profit expectations. HSBC estimate updates for Dollar General
- Positive Sentiment: Multiple articles also framed DG as a value stock, suggesting investors may see support from its lower valuation after recent weakness. Assessing Dollar General (DG) Valuation After Recent Share Price Weakness
- Neutral Sentiment: HSBC and KeyCorp mainly made small forecast revisions for 2027 earnings, with no major change to their overall stance; that keeps sentiment mixed rather than strongly directional. Analyst estimate changes for Dollar General
- Neutral Sentiment: Recent coverage of digital initiatives and customer-experience awards may support the long-term investment story, but it does not appear to be a near-term stock-moving catalyst. Dollar General Awards Spotlight Digital Push As Shares Trade Below Targets
- Negative Sentiment: Valuation-focused coverage noted that Dollar General’s shares have fallen sharply over the past month and quarter, reflecting weaker momentum and investor caution. Assessing Dollar General (DG) Valuation After Recent Share Price Weakness
- Negative Sentiment: Rothschild & Co Redburn reportedly lowered its price target to $90, indicating at least some analysts remain skeptical about near-term upside. Dollar General (NYSE:DG) Price Target Lowered to $90.00 at Rothschild & Co Redburn
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.
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