Telsey Advisory Group Comments on Dollar General Q3 Earnings

Dollar General Co. (NYSE:DG) – Equities research analysts at Telsey Advisory Group cut their Q3 2025 EPS estimates for Dollar General in a note issued to investors on Monday, December 2nd. Telsey Advisory Group analyst J. Feldman now anticipates that the company will post earnings per share of $0.99 for the quarter, down from their previous estimate of $1.01. Telsey Advisory Group currently has a “Market Perform” rating and a $90.00 price target on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.85 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q4 2025 earnings at $1.55 EPS, FY2025 earnings at $5.89 EPS, Q1 2026 earnings at $1.75 EPS, Q2 2026 earnings at $1.80 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.70 EPS and FY2026 earnings at $6.30 EPS.

A number of other research firms have also recently commented on DG. Truist Financial lowered their price target on Dollar General from $135.00 to $130.00 and set a “hold” rating for the company in a report on Monday, August 26th. JPMorgan Chase & Co. decreased their price objective on shares of Dollar General from $97.00 to $82.00 and set a “neutral” rating for the company in a report on Tuesday, November 5th. Gordon Haskett raised shares of Dollar General from a “hold” rating to a “strong-buy” rating in a research note on Friday, November 8th. Sanford C. Bernstein assumed coverage on shares of Dollar General in a research note on Tuesday, October 22nd. They issued an “outperform” rating and a $98.00 price objective for the company. Finally, HSBC decreased their target price on Dollar General from $100.00 to $88.00 and set a “hold” rating on the stock in a report on Friday, November 15th. Two investment analysts have rated the stock with a sell rating, fourteen have assigned a hold rating, seven have issued a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, Dollar General has an average rating of “Hold” and a consensus target price of $103.41.

Dollar General Price Performance

DG opened at $77.75 on Tuesday. The company has a fifty day moving average price of $80.16 and a two-hundred day moving average price of $105.53. Dollar General has a 52 week low of $72.12 and a 52 week high of $168.07. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.24 and a current ratio of 1.22. The firm has a market capitalization of $17.10 billion, a PE ratio of 12.07, a P/E/G ratio of 2.26 and a beta of 0.44.

Insider Transactions at Dollar General

In related news, EVP Roderick J. West sold 2,510 shares of the company’s stock in a transaction on Thursday, September 12th. The stock was sold at an average price of $83.25, for a total value of $208,957.50. Following the completion of the transaction, the executive vice president now directly owns 9,163 shares in the company, valued at approximately $762,819.75. This represents a 21.50 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Warren F. Bryant acquired 1,000 shares of the business’s stock in a transaction on Tuesday, September 10th. The shares were purchased at an average price of $80.83 per share, for a total transaction of $80,830.00. Following the purchase, the director now directly owns 42,030 shares of the company’s stock, valued at $3,397,284.90. This represents a 2.44 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Corporate insiders own 0.49% of the company’s stock.

Institutional Trading of Dollar General

Several large investors have recently modified their holdings of the stock. Pzena Investment Management LLC grew its position in Dollar General by 453.4% in the 3rd quarter. Pzena Investment Management LLC now owns 10,238,886 shares of the company’s stock worth $865,903,000 after purchasing an additional 8,388,735 shares in the last quarter. State Street Corp grew its stake in shares of Dollar General by 8.3% in the third quarter. State Street Corp now owns 9,958,704 shares of the company’s stock worth $842,208,000 after acquiring an additional 759,869 shares during the period. Geode Capital Management LLC boosted its position in shares of Dollar General by 3.6% in the third quarter. Geode Capital Management LLC now owns 5,243,012 shares of the company’s stock worth $441,899,000 after purchasing an additional 182,300 shares during the period. Baupost Group LLC MA purchased a new position in shares of Dollar General in the third quarter valued at $194,832,000. Finally, Charles Schwab Investment Management Inc. increased its stake in Dollar General by 2.2% in the third quarter. Charles Schwab Investment Management Inc. now owns 1,434,960 shares of the company’s stock worth $121,355,000 after purchasing an additional 31,200 shares during the period. 91.77% of the stock is 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.