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

Dollar General (NYSE:DG) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 7.100-7.35 for the period, compared to the consensus EPS 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 Stock Down 0.9%

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

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Dollar General in a report on Monday, December 29th. Daiwa Securities Group increased their target price on Dollar General from $113.00 to $130.00 and gave the stock a “neutral” rating in a report on Monday, December 8th. Wells Fargo & Company lifted their price target on Dollar General from $115.00 to $125.00 and gave the company an “equal weight” rating in a report on Friday, December 19th. Sanford C. Bernstein increased their price objective on shares of Dollar General from $141.00 to $150.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Finally, Truist Financial set a $144.00 price objective on shares of Dollar General in a research report on Friday, January 16th. Fourteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $146.15.

Insider Buying and Selling

In related news, CAO Anita C. Elliott sold 2,516 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $132.52, for a total value of $333,420.32. Following the completion of 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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Rhonda Taylor sold 7,500 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total value of $1,011,675.00. Following the sale, the executive vice president directly owned 73,492 shares in the company, valued at $9,913,335.88. The trade was a 9.26% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 22,074 shares of company stock valued at $2,972,288. Insiders own 0.56% of the company’s stock.

More 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 Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Kemnay Advisory Services Inc. acquired a new position in shares of Dollar General during the 4th quarter worth approximately $31,000. Hollencrest Capital Management bought a new position in shares of Dollar General in the fourth quarter valued at $40,000. DV Equities LLC bought a new stake in Dollar General during the fourth quarter worth $41,000. Summit Securities Group LLC lifted its stake in Dollar General by 43.4% in the fourth quarter. Summit Securities Group LLC now owns 542 shares of the company’s stock valued at $72,000 after acquiring 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. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Company Profile

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.