Brokers Set Expectations for Dollar General FY2026 Earnings

Dollar General Corporation (NYSE:DG) – Rothschild & Co Redburn issued their FY2026 earnings per share (EPS) estimates for Dollar General in a note issued to investors on Wednesday, February 25th. Rothschild & Co Redburn analyst S. Hudson forecasts that the company will post earnings per share of $6.61 for the year. Rothschild & Co Redburn has a “Strong Sell” rating 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.

Several other brokerages have also issued reports on DG. Wolfe Research boosted their target price on Dollar General from $141.00 to $159.00 and gave the company an “outperform” rating in a research report on Monday, December 22nd. Piper Sandler raised their price target on Dollar General from $117.00 to $129.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Jefferies Financial Group upped their price objective on Dollar General from $165.00 to $178.00 in a research report on Wednesday, February 25th. UBS Group reiterated a “buy” rating and set a $168.00 target price on shares of Dollar General in a research report on Friday, February 6th. Finally, Citigroup boosted their target price on shares of Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. Fourteen analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Dollar General has an average rating of “Hold” and a consensus price target of $145.81.

Dollar General Trading Up 0.4%

Shares of DG stock opened at $153.30 on Monday. The company has a market cap of $33.74 billion, a PE ratio of 26.48, a price-to-earnings-growth ratio of 2.52 and a beta of 0.23. Dollar General has a 1 year low of $70.01 and a 1 year high of $158.23. The stock’s 50 day simple moving average is $146.43 and its two-hundred day simple moving average is $122.05. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24.

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

Insider Activity at Dollar General

In other Dollar General news, CAO Anita C. Elliott sold 2,516 shares of Dollar General 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 completion of the transaction, the chief accounting officer owned 29,344 shares in the company, valued at approximately $3,888,666.88. This trade represents a 7.90% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Roderick J. West sold 2,282 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the completion of the sale, the executive vice president owned 36,108 shares in the company, valued at approximately $4,815,001.80. This represents a 5.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 58,673 shares of company stock worth $7,713,389 in the last quarter. 0.56% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of DG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Dollar General by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock worth $2,314,000 after purchasing an additional 1,185 shares during the last quarter. NewEdge Advisors LLC boosted its stake in Dollar General by 12.3% during the first quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock worth $919,000 after buying an additional 1,148 shares during the period. Woodline Partners LP increased its position in shares of Dollar General by 40.7% during the first quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock valued at $1,634,000 after acquiring an additional 5,373 shares during the last quarter. Sivia Capital Partners LLC purchased a new stake in shares of Dollar General in the 2nd quarter valued at approximately $211,000. Finally, AlphaQuest LLC raised its stake in shares of Dollar General by 478.8% in the 2nd quarter. AlphaQuest LLC now owns 903 shares of the company’s stock valued at $103,000 after acquiring an additional 747 shares during the period. 91.77% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Company is accelerating an AI and IT push to streamline store operations, boost labor productivity and lower operating costs — a structural margin tailwind that investors view as sustainably improving earnings power. How Dollar General’s AI Push Could Lower Operating Costs
• Positive Sentiment: Recent fiscal results and guidance remain supportive: DG beat quarterly EPS and set FY guidance in the $6.30–$6.50 range, which underpins the stock’s valuation and investor confidence in cash generation and ROI on technology investments.
• Neutral Sentiment: Local execution update — Dollar General opened a new Shippensburg store with a planned grand opening. Store growth and local rollouts support revenue footprint expansion but are incremental to near-term results. Dollar General opens new Shippensburg store
• Neutral Sentiment: Broker commentary on FY2026 estimates is circulating; analysts are updating models to reflect cost savings from AI and store dynamics — these consensus adjustments will matter for short-term moves but are not yet a major directional catalyst. Brokers Offer Predictions for Dollar General FY2026 Earnings
• Negative Sentiment: Evercore trimmed its price target slightly to $144 from $145 (a modest downward revision relative to the current trading levels), signaling limited near-term upside from that shop and putting mild pressure on sentiment. Evercore adjusts price target on Dollar General
• Negative Sentiment: Short-term technical/price action showed a pullback in the prior session (coverage noting a ~2.3% drop), which can weigh on momentum traders even as fundamentals remain constructive. Dollar General (DG) Stock Sinks As Market Gains

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.