Q4 EPS Estimates for Dollar General Reduced by Analyst

Dollar General Co. (NYSE:DG) – Equities research analysts at Telsey Advisory Group reduced their Q4 2025 earnings per share estimates for shares of Dollar General in a research report issued on Thursday, March 6th. Telsey Advisory Group analyst J. Feldman now anticipates that the company will post earnings per share of $1.55 for the quarter, down from their prior estimate of $1.60. Telsey Advisory Group has a “Market Perform” rating and a $85.00 price objective on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q4 2026 earnings at $1.63 EPS.

A number of other equities research analysts also recently weighed in on the stock. Jefferies Financial Group cut their price target on shares of Dollar General from $110.00 to $90.00 and set a “buy” rating for the company in a report on Friday, November 15th. Wells Fargo & Company cut their target price on shares of Dollar General from $90.00 to $80.00 and set an “equal weight” rating for the company in a research note on Thursday, December 5th. Gordon Haskett cut shares of Dollar General from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 28th. BMO Capital Markets upped their price target on Dollar General from $80.00 to $84.00 and gave the company a “market perform” rating in a report on Friday, December 6th. Finally, Bank of America raised Dollar General from an “underperform” rating to a “buy” rating and set a $95.00 price objective for the company in a research note on Friday, December 6th. One investment analyst has rated the stock with a sell rating, fifteen have given a hold rating and eight have given a buy rating to the stock. Based on data from MarketBeat.com, Dollar General has a consensus rating of “Hold” and a consensus price target of $95.09.

Dollar General Trading Down 4.9 %

Shares of Dollar General stock opened at $78.71 on Monday. The business has a fifty day simple moving average of $73.54 and a 200-day simple moving average of $78.72. Dollar General has a fifty-two week low of $66.43 and a fifty-two week high of $168.07. The firm has a market cap of $17.31 billion, a price-to-earnings ratio of 12.97, a price-to-earnings-growth ratio of 2.18 and a beta of 0.44. The company has a quick ratio of 0.15, a current ratio of 1.15 and a debt-to-equity ratio of 0.78.

Insider Activity at Dollar General

In related news, Director Michael M. Calbert sold 6,000 shares of Dollar General stock in a transaction on Tuesday, December 31st. The shares were sold at an average price of $75.27, for a total value of $451,620.00. Following the transaction, the director now owns 120,322 shares in the company, valued at $9,056,636.94. This trade represents a 4.75 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Emily C. Taylor sold 4,740 shares of the company’s stock in a transaction dated Friday, December 13th. The shares were sold at an average price of $77.44, for a total transaction of $367,065.60. Following the sale, the executive vice president now owns 15,575 shares of the company’s stock, valued at $1,206,128. This trade represents a 23.33 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.49% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently modified their holdings of the business. Pzena Investment Management LLC increased its position in Dollar General by 453.4% during the third quarter. Pzena Investment Management LLC now owns 10,238,886 shares of the company’s stock worth $865,903,000 after acquiring an additional 8,388,735 shares during the period. First Eagle Investment Management LLC bought a new position in shares of Dollar General during the 4th quarter worth about $399,433,000. ACR Alpine Capital Research LLC raised its position in shares of Dollar General by 8,426.1% during the fourth quarter. ACR Alpine Capital Research LLC now owns 4,041,471 shares of the company’s stock valued at $306,424,000 after buying an additional 3,994,070 shares during the last quarter. Baupost Group LLC MA acquired a new position in shares of Dollar General during the third quarter valued at about $194,832,000. Finally, Norges Bank bought a new stake in shares of Dollar General in the fourth quarter valued at about $140,421,000. 91.77% of the stock is currently owned by institutional investors and hedge funds.

About Dollar General

Dollar General Corporation, a discount retailer, provides various merchandise products in the southern, southwestern, midwestern, and eastern United States. It offers consumable products, including paper and cleaning products, such as paper towels, bath tissues, paper dinnerware, trash and storage bags, disinfectants, and laundry products; packaged food comprising cereals, pasta, canned soups, fruits and vegetables, condiments, spices, sugar, and flour; and perishables that include milk, eggs, bread, refrigerated and frozen food, beer, and wine.