Dollar General Q4 EPS Forecast Increased by Zacks Research

Dollar General Corporation (NYSE:DG) – Zacks Research increased their Q4 2027 earnings estimates for shares of Dollar General in a note issued to investors on Wednesday, March 25th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $2.03 for the quarter, up from their previous estimate of $1.70. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Zacks Research also issued estimates for Dollar General’s Q4 2028 earnings at $2.25 EPS.

Several other analysts also recently issued reports on DG. Jefferies Financial Group reissued a “buy” rating and issued a $170.00 price target on shares of Dollar General in a research note on Thursday, March 12th. Telsey Advisory Group reaffirmed a “market perform” rating and set a $140.00 price objective on shares of Dollar General in a research report on Tuesday. Loop Capital increased their price objective on Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Wall Street Zen raised Dollar General from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Finally, UBS Group reaffirmed a “buy” rating and set a $163.00 price target on shares of Dollar General in a research report on Monday, March 16th. Fourteen research 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. Based on data from MarketBeat, the company has a consensus rating of “Hold” and an average price target of $145.33.

Dollar General Price Performance

Shares of NYSE DG opened at $117.28 on Friday. The company has a fifty day moving average price of $143.17 and a 200 day moving average price of $124.74. The firm has a market cap of $25.83 billion, a PE ratio of 17.12, a PEG ratio of 1.89 and a beta of 0.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. Dollar General has a 1-year low of $84.70 and a 1-year high of $158.23.

Dollar General (NYSE:DG) last released its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The company 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 company earned $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.

Hedge Funds Weigh In On Dollar General

A number of institutional investors have recently bought and sold shares of the business. Life Cycle Investment Partners Ltd acquired a new stake in shares of Dollar General in the fourth quarter valued at approximately $363,299,000. AQR Capital Management LLC increased its holdings in shares of Dollar General by 416.4% during the 3rd quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after acquiring an additional 2,036,573 shares during the last quarter. Bessemer Group Inc. increased its holdings in shares of Dollar General by 24,882.5% during the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock worth $224,953,000 after acquiring an additional 1,687,533 shares during the last quarter. Morgan Stanley raised its stake in 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 acquiring an additional 1,624,748 shares during the period. Finally, Arrowstreet Capital Limited Partnership raised its stake in Dollar General by 116.0% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock valued at $310,538,000 after acquiring an additional 1,458,093 shares during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

Dollar General Announces Dividend

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

Key Stories Impacting Dollar General

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

• Positive Sentiment: Zacks/analyst commentary: multiple Zacks research notes raised near‑ and medium‑term EPS forecasts for DG (FY2027–FY2029), and Zacks Style Scores flagged DG as a strong value pick — implies improving modeled earnings power and a valuation argument for buyers. Zacks: DG value stock
• Positive Sentiment: Fundamentals: recent quarter beat consensus (EPS and revenue) and same‑store sales growth was solid; that underpins the analyst upgrades and supports the company’s FY2026 guidance range — positive for earnings reliability. MarketBeat: DG report
• Positive Sentiment: Contrarian/tactical view: Barron’s and a Yahoo op‑ed argue the CEO announcement sell‑off is an overreaction and present a buying opportunity given DG’s margin recovery and upgraded estimates — potential catalyst for a rebound if believers step in. Barron’s: buy on selloff
• Neutral Sentiment: Analyst note roundup: some outlets compiled broader retail/consumer takes on DG alongside peers (WMT, EL) — useful context but not an immediate directional catalyst. Globe and Mail: analyst insights
• Negative Sentiment: Leadership change: DG named Jerry “JJ” Fleeman Jr. as CEO effective Jan 1, 2027. The timing and governance transition introduced investor uncertainty about strategy execution and near‑term management continuity, triggering selling pressure. Yahoo: CEO appointment
• Negative Sentiment: Market reaction / sentiment pieces: coverage highlighting the drop and investor rattling has amplified downside momentum in the short term — headlines and sentiment, rather than fresh operational weakness, appear to be the primary driver of the decline. Blockonomi: stock slides on CEO news

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.