Analysts Set Expectations for Dollar General Q1 Earnings

Dollar General Corporation (NYSE:DG) – Analysts at Rothschild & Co Redburn cut their Q1 2027 earnings estimates for Dollar General in a research report issued to clients and investors on Friday, May 22nd. Rothschild & Co Redburn analyst S. Hudson now expects that the company will earn $1.88 per share for the quarter, down from their previous estimate of $1.91. Rothschild & Co Redburn has a “Sell” rating and a $90.00 price objective on the stock. The consensus estimate for Dollar General’s current full-year earnings is $7.27 per share. Rothschild & Co Redburn also issued estimates for Dollar General’s Q2 2027 earnings at $1.97 EPS, Q3 2027 earnings at $1.33 EPS, Q4 2027 earnings at $1.95 EPS, FY2027 earnings at $7.12 EPS, Q1 2028 earnings at $1.86 EPS, Q2 2028 earnings at $1.97 EPS, Q3 2028 earnings at $1.31 EPS, Q4 2028 earnings at $2.01 EPS, FY2028 earnings at $7.16 EPS, Q1 2029 earnings at $1.93 EPS and FY2029 earnings at $7.38 EPS.

Dollar General (NYSE:DG) last released its quarterly earnings data 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. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The firm had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. During the same quarter in the prior 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.

Several other research firms also recently weighed in on DG. Wolfe Research restated an “outperform” rating and set a $165.00 price objective on shares of Dollar General in a report on Thursday, March 12th. Gordon Haskett lowered shares of Dollar General from a “buy” rating to a “hold” rating and reduced their target price for the stock from $140.00 to $110.00 in a research note on Friday, May 22nd. Weiss Ratings reiterated a “hold (c)” rating on shares of Dollar General in a research note on Friday, April 10th. Morgan Stanley reduced their target price on shares of Dollar General from $160.00 to $150.00 and set an “equal weight” rating for the company in a research note on Friday, March 13th. Finally, Oppenheimer upped their target price on shares of Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Twelve research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Dollar General currently has an average rating of “Hold” and a consensus target price of $139.96.

Dollar General Stock Performance

DG opened at $104.52 on Thursday. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. The company’s fifty day moving average price is $116.22 and its two-hundred day moving average price is $128.53. Dollar General has a 1-year low of $95.11 and a 1-year high of $158.23. The company has a market cap of $23.02 billion, a price-to-earnings ratio of 15.26, a PEG ratio of 1.68 and a beta of 0.28.

Hedge Funds Weigh In On Dollar General

Several institutional investors have recently added to or reduced their stakes in the stock. Parkside Financial Bank & Trust grew its position in Dollar General by 9.3% during the fourth quarter. Parkside Financial Bank & Trust now owns 808 shares of the company’s stock valued at $107,000 after buying an additional 69 shares during the period. BOKF NA grew its position in Dollar General by 15.2% during the fourth quarter. BOKF NA now owns 554 shares of the company’s stock valued at $74,000 after buying an additional 73 shares during the period. Strata Wealth Advisors LLC grew its position in Dollar General by 3.3% during the fourth quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company’s stock valued at $314,000 after buying an additional 75 shares during the period. Optimize Financial Inc grew its position in Dollar General by 1.4% during the fourth quarter. Optimize Financial Inc now owns 5,550 shares of the company’s stock valued at $737,000 after buying an additional 76 shares during the period. Finally, Tevis Investment Management grew its position in Dollar General by 0.5% during the third quarter. Tevis Investment Management now owns 16,655 shares of the company’s stock valued at $1,721,000 after buying an additional 77 shares during the period. Institutional investors own 91.77% of the company’s stock.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th were given a dividend of $0.59 per share. The ex-dividend date was Tuesday, April 7th. This represents a $2.36 annualized dividend and a yield of 2.3%. Dollar General’s dividend payout ratio is presently 34.45%.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Rothschild & Co Redburn raised several longer-term earnings forecasts for Dollar General, including FY2027 EPS to $7.12 from $7.01, FY2028 EPS to $7.16 from $6.91, and FY2029 EPS to $7.38 from $6.92, suggesting improved profitability expectations over time. Article Title
• Positive Sentiment: The same analyst also nudged up near-term estimates for Q1 2028, Q2 2028, and Q4 2028 EPS, signaling some confidence in Dollar General’s earnings trajectory despite maintaining a Sell rating and a $90 target. Article Title
• Neutral Sentiment: UBS said Dollar General is likely to meet expectations for about 2% comparable sales growth in Q1, which could reduce the risk of a major earnings surprise but does not by itself point to a strong upside catalyst. Article Title
• Neutral Sentiment: The company also has a CEO transition planned, with Jerry W. “JJ” Fleeman Jr. set to become CEO on January 1, 2027, which gives investors visibility but adds a governance/transition backdrop. Article Title
• Negative Sentiment: Rothschild & Co Redburn kept a Sell rating and $90 price target, well below Dollar General’s current share level, reinforcing a cautious stance from at least one analyst. Article Title
• Negative Sentiment: Investor concern around labor practices, workplace safety, and a shareholder proposal on a human rights policy is creating a governance overhang ahead of the annual meeting. Article Title
• Negative Sentiment: Separate market commentary noted DG has been sliding as investors reduce risk ahead of its June 2 earnings release, and Truist also cut its price target to $109 from $139 while keeping a Hold rating. Article Title

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.