Dollar General Corporation (NYSE:DG) Given Consensus Rating of “Hold” by Analysts

Shares of Dollar General Corporation (NYSE:DG) have been given an average recommendation of “Hold” by the thirty ratings firms that are presently covering the company, MarketBeat Ratings reports. One research analyst has rated the stock with a sell rating, fifteen have assigned a hold rating and fourteen have issued a buy rating on the company. The average 12-month price objective among brokers that have issued a report on the stock in the last year is $145.3333.

DG has been the subject of several research reports. Barclays reaffirmed an “overweight” rating on shares of Dollar General in a research report on Thursday, March 12th. Wells Fargo & Company boosted their price target on shares of Dollar General from $115.00 to $125.00 and gave the company an “equal weight” rating in a report on Friday, December 19th. Wall Street Zen raised shares of Dollar General from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Morgan Stanley decreased their target price on shares of Dollar General from $160.00 to $150.00 and set an “equal weight” rating on the stock in a research report on Friday, March 13th. Finally, Rothschild & Co Redburn raised shares of Dollar General to a “strong sell” rating in a research note on Wednesday, February 25th.

Institutional Trading of Dollar General

Several institutional investors have recently bought and sold shares of DG. Life Cycle Investment Partners Ltd bought a new stake in Dollar General in the fourth quarter valued at $363,299,000. AQR Capital Management LLC lifted its holdings in shares of Dollar General by 416.4% during the third quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock valued at $259,759,000 after acquiring an additional 2,036,573 shares during the period. Bessemer Group Inc. boosted its stake in shares of Dollar General by 24,882.5% in the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock valued at $224,953,000 after purchasing an additional 1,687,533 shares in the last quarter. Morgan Stanley boosted its stake in shares of Dollar General by 35.0% in the 4th quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock valued at $832,513,000 after purchasing an additional 1,624,748 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership grew its holdings in shares of Dollar General by 116.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after purchasing an additional 1,458,093 shares during the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

Dollar General Stock Down 0.4%

DG stock opened at $119.03 on Friday. Dollar General has a twelve month low of $84.70 and a twelve month high of $158.23. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54. The company has a market cap of $26.21 billion, a PE ratio of 17.38, a price-to-earnings-growth ratio of 1.93 and a beta of 0.23. The business’s 50-day simple moving average is $143.80 and its 200 day simple moving average is $124.54.

Dollar General (NYSE:DG) last posted its quarterly 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 18.66% and a net margin of 3.54%.The firm had revenue of $10.91 billion during the quarter, compared to analysts’ expectations of $10.78 billion. During the same quarter in the prior year, the firm posted $0.87 EPS. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. On average, research analysts anticipate that Dollar General will post 5.75 earnings per share for the current year.

Dollar General Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be paid a $0.59 dividend. This represents a $2.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, April 7th. Dollar General’s dividend payout ratio is currently 34.45%.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Zacks Research raised multiple quarterly and full‑year EPS forecasts (FY2027–FY2029 and several quarters), signaling analysts see stronger underlying earnings power ahead; this supports a positive medium‑term view. Zacks Research Estimates
• Positive Sentiment: Bank and sell‑side commentary highlights a new Dollar General store format described as a “treasure hunt” that could boost gross margins and traffic; BofA remains constructive (Buy with a higher target). That operational catalyst can support revenue and margin upside if rollout succeeds. New Store Format / BofA
• Positive Sentiment: Barron’s argues the market overreacted to the CEO announcement and calls the pullback a buying opportunity, a narrative that can attract value‑oriented buyers if execution risk is contained. Investors May Be Overreacting
• Neutral Sentiment: Piper Sandler kept a Neutral rating while nudging its price target slightly higher after Q4 results — they see solid recent performance but caution the 2026 growth setup is not straightforward. This is mixed, not a clear buy/sell trigger. Piper Sandler Note
• Neutral Sentiment: Broad analyst roundups (e.g., Globe and Mail) provide context on consumer goods peers but contain no single decisive call for DG; useful for benchmarking but unlikely to drive big moves alone. Analyst Roundup
• Negative Sentiment: The CEO transition (JJ/JJ Fleeman/Jerry Fleeman Jr. named as successor effective Jan 2027) triggered investor concern about strategic continuity and execution, prompting the intraday selloff and higher volatility. Leadership changes often cause short‑term re‑rating until the new CEO’s plan is clear. New CEO Announcement
• Negative Sentiment: Coverage noting the stock decline tied directly to the CEO announcement reinforces momentum selling; headlines highlighting a 5%‑plus drop amplify short‑term downside pressure. Why DG Stock Is Down Today

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.