Dollar General (NYSE:DG) Given New $150.00 Price Target at Morgan Stanley

Dollar General (NYSE:DG) had its price target lowered by Morgan Stanley from $160.00 to $150.00 in a report published on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

A number of other research analysts also recently commented on the stock. Rothschild & Co Redburn raised shares of Dollar General to a “strong sell” rating in a research note on Wednesday, February 25th. BMO Capital Markets raised their target price on shares of Dollar General from $130.00 to $145.00 and gave the stock a “market perform” rating in a research report on Friday, February 13th. Piper Sandler boosted their target price on shares of Dollar General from $129.00 to $132.00 and gave the company a “neutral” rating in a report on Friday, March 6th. Oppenheimer upped their price target on shares of Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 24th. Finally, Barclays reaffirmed an “overweight” rating on shares of Dollar General in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $145.52.

Dollar General Price Performance

DG stock opened at $131.63 on Friday. The stock has a market capitalization of $28.97 billion, a price-to-earnings ratio of 19.22, a price-to-earnings-growth ratio of 2.23 and a beta of 0.23. 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 has a 52-week low of $77.52 and a 52-week high of $158.23. The stock’s fifty day simple moving average is $147.70 and its 200-day simple moving average is $123.62.

Dollar General (NYSE:DG) last released its earnings results on Thursday, March 12th. The company reported $1.93 EPS for the quarter, beating the consensus estimate of $1.57 by $0.36. Dollar General had a return on equity of 18.98% and a net margin of 3.54%.The firm had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. During the same period in the prior year, the firm posted $0.87 earnings per share. The business’s quarterly revenue was up 5.9% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Equities research analysts expect that Dollar General will post 5.75 EPS for the current year.

Dollar General Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. The ex-dividend date is Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. Dollar General’s payout ratio is presently 40.76%.

Insider Buying and Selling

In other Dollar General news, EVP Bryan D. Wheeler sold 9,776 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the completion of the sale, the executive vice president directly owned 22,295 shares in the company, valued at $3,016,959.40. The trade was a 30.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Roderick J. West sold 2,282 shares of the stock in a transaction on Tuesday, December 16th. The shares were 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 of the company’s stock, valued at approximately $4,815,001.80. This represents a 5.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 19,558 shares of company stock valued at $2,638,868. 0.56% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Dollar General

Several hedge funds and other institutional investors have recently bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Dollar General by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock worth $2,314,000 after acquiring an additional 1,185 shares during the period. NewEdge Advisors LLC raised its stake in shares of Dollar General by 12.3% during the first quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock valued at $919,000 after purchasing an additional 1,148 shares during the period. Woodline Partners LP raised its stake 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 purchasing an additional 5,373 shares during the period. Sivia Capital Partners LLC acquired a new position in shares of Dollar General during the second quarter worth $211,000. Finally, Savant Capital LLC boosted its stake in shares of Dollar General by 104.6% in the second quarter. Savant Capital LLC now owns 9,624 shares of the company’s stock valued at $1,101,000 after purchasing an additional 4,921 shares during the period. 91.77% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Q4 results materially beat expectations — revenue of ~$10.9B (+5.9% YoY), same-store sales up 4.3% and GAAP EPS of $1.93, with margin expansion that management attributes to cost controls and store efforts. This underpins near-term fundamentals. DG Q4 Deep Dive
• Positive Sentiment: Institutional investors have been buyers on the dip and technicals showed quick support after the drop, suggesting a base for a rebound if forward signals improve. MarketBeat: Holds Its Ground
• Positive Sentiment: Management continues returning capital (quarterly dividend announced) and highlighted balance-sheet improvements and margin momentum, which supports long-term cash returns. BusinessWire: Q4 Results
• Neutral Sentiment: Store-footprint rationalization: DG closed hundreds of locations after evaluating its footprint — a drag in the near term but positioned to improve profitability and comps over time. FastCompany: Store Closures
• Neutral Sentiment: Dollar General has outperformed the Dow over the past year, but analysts are cautious — the setup is mixed: upside potential exists but may require follow-through later in 2026. Barchart: Outperforming the Dow?
• Negative Sentiment: Guidance disappointed: management offered a more muted 2026 sales/same-store-sales outlook than some had modeled, which is the primary reason investors sold the stock despite the beat. Yahoo: Why DG Is Down
• Negative Sentiment: Mixed analyst responses and price-target moves — several firms trimmed targets or kept hold/neutral ratings (some smaller upward adjustments), leaving near-term sentiment mixed and limiting immediate upside. Benzinga: Analyst Coverage
• Negative Sentiment: Broader market weakness (oil-driven risk-off and equity declines) amplified selling pressure across retail names, exacerbating DG’s pullback after the cautious guide. Yahoo: Market Headwinds

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.