Dollar General (NYSE:DG) Announces Quarterly Earnings Results

Dollar General (NYSE:DG) issued its quarterly earnings results on Thursday. The company reported $1.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36, FiscalAI reports. The business had revenue of $10.91 billion for the quarter, compared to analyst estimates of $10.78 billion. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. Dollar General’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.87 EPS. Dollar General updated its FY 2026 guidance to 7.100-7.35 EPS.

Dollar General Stock Performance

DG opened at $134.36 on Thursday. The stock’s 50 day simple moving average is $147.75 and its 200-day simple moving average is $123.40. Dollar General has a 1 year low of $76.44 and a 1 year high of $158.23. The stock has a market cap of $29.58 billion, a PE ratio of 22.98, a P/E/G ratio of 2.41 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.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on DG shares. Telsey Advisory Group reaffirmed a “market perform” rating and set a $130.00 price objective on shares of Dollar General in a research report on Monday. Oppenheimer upped their price objective on Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a report on Tuesday, February 24th. Evercore lowered their price target on shares of Dollar General from $145.00 to $144.00 in a report on Tuesday, March 3rd. BNP Paribas Exane raised their price objective on Dollar General from $118.00 to $127.00 and gave the stock a “neutral” rating in a research note on Friday, December 5th. Finally, Sanford C. Bernstein lifted their target price on Dollar General from $141.00 to $150.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, Dollar General presently has an average rating of “Hold” and a consensus price target of $146.15.

Insider Transactions at Dollar General

In other news, EVP Rhonda Taylor sold 7,500 shares of Dollar General 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 sale, the executive vice president owned 73,492 shares in the company, valued at $9,913,335.88. The trade was a 9.26% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CAO Anita C. Elliott sold 2,516 shares of Dollar General stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $132.52, for a total transaction of $333,420.32. Following the transaction, the chief accounting officer directly owned 29,344 shares in the company, valued at $3,888,666.88. The trade was a 7.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 22,074 shares of company stock valued at $2,972,288 over the last 90 days. 0.56% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Dollar General

A number of institutional investors have recently added to or reduced their stakes in the business. Kemnay Advisory Services Inc. bought a new stake in Dollar General in the 4th quarter valued at about $31,000. Hollencrest Capital Management purchased a new stake in shares of Dollar General during the 4th quarter valued at $40,000. DV Equities LLC purchased a new position in Dollar General in the fourth quarter valued at about $41,000. Summit Securities Group LLC grew its holdings in Dollar General by 43.4% during the fourth quarter. Summit Securities Group LLC now owns 542 shares of the company’s stock valued at $72,000 after purchasing an additional 164 shares during the period. Finally, MUFG Securities EMEA plc purchased a new stake in Dollar General in the 2nd quarter worth about $74,000. 91.77% of the stock is owned by institutional investors.

Key Dollar General News

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

• Positive Sentiment: Q4 earnings and revenue beat consensus and showed clear margin improvement — EPS $1.93 and net sales up 5.9% year-over-year. This confirms operating leverage coming through in the quarter. Business Wire: Press Release
• Positive Sentiment: Same‑store sales accelerated (Q4 +4.3%) and operating profit roughly doubled year-over-year, indicating traffic and profitability initiatives are working in the current environment. Seeking Alpha: Same-Store Sales & Margin
• Neutral Sentiment: Management issued FY2026 guidance of $7.10–$7.35 EPS and revenue roughly $44.3–$44.5B (the EPS band compares variably to consensus), a mixed signal: EPS guidance is healthy but company expects slower same‑store sales growth next year. Yahoo Finance: Quarterly Results & Guidance
• Negative Sentiment: Dollar General forecasted annual comparable‑sales below Wall Street estimates as shoppers seek better deals at Walmart and online competitors, raising concern about near‑term top‑line momentum. Reuters: Forecast Below Estimates
• Negative Sentiment: Market reaction was negative (shares dropped after the print) as investors focused on the muted sales outlook despite the beat — analysts and headlines framed the quarter as “beat but cautious.” Blockonomi: Market Reaction

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.