Dollar General (NYSE:DG) Releases FY 2026 Earnings Guidance

Dollar General (NYSE:DG) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 7.100-7.35 for the period, compared to the consensus earnings per share estimate of 6.790. The company issued revenue guidance of $44.3 billion-$44.5 billion, compared to the consensus revenue estimate of $43.3 billion.

Dollar General Price Performance

Shares of NYSE:DG opened at $144.70 on Thursday. The company has a market cap of $31.85 billion, a P/E ratio of 24.99, a P/E/G ratio of 2.41 and a beta of 0.23. The business has a fifty day simple moving average of $147.75 and a 200-day simple moving average of $123.40. Dollar General has a 52 week low of $74.67 and a 52 week high of $158.23. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63.

Dollar General (NYSE:DG) last released its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.36. The firm had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Equities research analysts forecast that Dollar General will post 5.75 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the stock. Gordon Haskett raised their target price 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. JPMorgan Chase & Co. lifted their price target on shares of Dollar General from $166.00 to $170.00 and gave the company an “overweight” rating in a report on Friday, January 9th. Morgan Stanley boosted their price objective on shares of Dollar General from $135.00 to $160.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Truist Financial set a $144.00 price objective on Dollar General in a report on Friday, January 16th. Finally, Jefferies Financial Group lifted their target price on Dollar General from $165.00 to $178.00 in a report on Wednesday, February 25th. Fourteen investment 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. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $146.15.

Insider Buying and Selling

In other Dollar General news, EVP Bryan D. Wheeler sold 9,776 shares of the stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $135.32, for a total value of $1,322,888.32. Following the completion of the sale, the executive vice president owned 22,295 shares of the company’s stock, valued at $3,016,959.40. This trade represents a 30.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CAO Anita C. Elliott sold 2,516 shares of Dollar General stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $132.52, for a total transaction of $333,420.32. Following the sale, the chief accounting officer owned 29,344 shares in the company, valued at $3,888,666.88. This represents a 7.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 22,074 shares of company stock worth $2,972,288. Company insiders own 0.56% of the company’s stock.

Key Dollar General News

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

• Positive Sentiment: Dollar General posted a Q4 earnings beat — $1.93 EPS vs. $1.57 expected — and revenue of $10.91B that topped estimates; same-store sales rose 4.3% and operating profit jumped sharply. These results point to improved margin traction and execution. Press Release
• Positive Sentiment: Research support — Wolfe Research raised its price target to $165, signaling some analyst confidence in DG’s outlook despite mixed forward commentary. Wolfe Research Raises PT
• Positive Sentiment: Longer-term performance: DG has outpaced the Dow over the past year, suggesting investor appetite for discount-retailer exposure as consumers seek value. Is DG Outperforming the Dow?
• Neutral Sentiment: Macro/theme coverage notes that discount-retailer ETFs and value-focused names could benefit from budget-conscious consumers — a sector tailwind that may support DG over time. ETFs That Could Benefit
• Neutral Sentiment: Pre-market and analyst chatter (calls, watchlists) increased ahead of the report — heightened attention can amplify intraday moves but doesn’t change fundamentals. Stocks to Watch
• Negative Sentiment: Guidance worry — Dollar General forecast annual comparable sales below Wall Street estimates and noted customers shifting to Walmart and online for better deals; that guidance is the primary driver of today’s weakness. DG Forecasts Sales Below Estimates
• Negative Sentiment: Mixed analyst view — Telsey reaffirmed a “Market Perform” rating, underscoring cautious sentiment among some sell-side analysts despite the beat. Telsey Reaffirms Rating

Institutional Investors Weigh In On Dollar General

A number of hedge funds have recently bought and sold shares of the business. Kemnay Advisory Services Inc. acquired a new position in shares of Dollar General in the 4th quarter valued at approximately $31,000. Hollencrest Capital Management acquired a new stake in shares of Dollar General during the fourth quarter worth approximately $40,000. DV Equities LLC bought a new stake in shares of Dollar General in the fourth quarter worth $41,000. Summit Securities Group LLC increased its stake in shares of Dollar General by 43.4% in the fourth quarter. Summit Securities Group LLC now owns 542 shares of the company’s stock worth $72,000 after buying an additional 164 shares during the last quarter. Finally, MUFG Securities EMEA plc acquired a new stake in Dollar General in the second quarter valued at $74,000. Institutional investors and hedge funds own 91.77% of the company’s stock.

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.