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

Dollar General (NYSE:DG) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 7.100-7.35 for the period, compared to the consensus earnings per share 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 3.2%

Shares of NYSE:DG opened at $131.63 on Friday. The firm has a 50 day simple moving average of $147.70 and a 200 day simple moving average of $123.62. Dollar General has a 52 week low of $77.52 and a 52 week high of $158.23. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.24 and a current ratio of 1.17. The company has a market cap of $28.97 billion, a PE ratio of 19.22, a price-to-earnings-growth ratio of 2.23 and a beta of 0.23.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.98%. The firm had revenue of $10.91 billion for the quarter, compared to analysts’ expectations of $10.78 billion. During the same period in the previous year, the company posted $0.87 EPS. The company’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. As a group, research analysts expect that Dollar General will post 5.75 earnings per share for the current year.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. The ex-dividend date is Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. Dollar General’s payout ratio is currently 40.76%.

Analyst Ratings Changes

DG has been the subject of several research analyst reports. Morgan Stanley reduced their price objective on Dollar General from $160.00 to $150.00 and set an “equal weight” rating for the company in a research note on Friday. KeyCorp reissued a “sector weight” rating on shares of Dollar General in a research report on Friday. Jefferies Financial Group reaffirmed a “buy” rating and set a $170.00 price objective on shares of Dollar General in a research report on Thursday. Telsey Advisory Group increased their target price on shares of Dollar General from $130.00 to $140.00 and gave the stock a “market perform” rating in a research report on Monday, March 9th. Finally, The Goldman Sachs Group raised shares of Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $145.52.

Insider Buying and Selling at Dollar General

In other Dollar General news, EVP Bryan D. Wheeler sold 9,776 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $135.32, for a total value of $1,322,888.32. Following the completion of the sale, the executive vice president owned 22,295 shares of the company’s stock, valued at $3,016,959.40. The trade was a 30.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Roderick J. West sold 2,282 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the sale, the executive vice president owned 36,108 shares of the company’s stock, valued at approximately $4,815,001.80. This trade represents a 5.94% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 19,558 shares of company stock worth $2,638,868 over the last three months. Corporate insiders own 0.56% of the company’s stock.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Q4 results materially beat expectations — revenue of ~$10.9B (+5.9% YoY), same-store sales up 4.3% and GAAP EPS of $1.93, with margin expansion that management attributes to cost controls and store efforts. This underpins near-term fundamentals. DG Q4 Deep Dive
• Positive Sentiment: Institutional investors have been buyers on the dip and technicals showed quick support after the drop, suggesting a base for a rebound if forward signals improve. MarketBeat: Holds Its Ground
• Positive Sentiment: Management continues returning capital (quarterly dividend announced) and highlighted balance-sheet improvements and margin momentum, which supports long-term cash returns. BusinessWire: Q4 Results
• Neutral Sentiment: Store-footprint rationalization: DG closed hundreds of locations after evaluating its footprint — a drag in the near term but positioned to improve profitability and comps over time. FastCompany: Store Closures
• Neutral Sentiment: Dollar General has outperformed the Dow over the past year, but analysts are cautious — the setup is mixed: upside potential exists but may require follow-through later in 2026. Barchart: Outperforming the Dow?
• Negative Sentiment: Guidance disappointed: management offered a more muted 2026 sales/same-store-sales outlook than some had modeled, which is the primary reason investors sold the stock despite the beat. Yahoo: Why DG Is Down
• Negative Sentiment: Mixed analyst responses and price-target moves — several firms trimmed targets or kept hold/neutral ratings (some smaller upward adjustments), leaving near-term sentiment mixed and limiting immediate upside. Benzinga: Analyst Coverage
• Negative Sentiment: Broader market weakness (oil-driven risk-off and equity declines) amplified selling pressure across retail names, exacerbating DG’s pullback after the cautious guide. Yahoo: Market Headwinds

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the company. Parkside Financial Bank & Trust grew its stake in Dollar General by 9.3% during the fourth quarter. Parkside Financial Bank & Trust now owns 808 shares of the company’s stock worth $107,000 after buying an additional 69 shares during the last quarter. Strata Wealth Advisors LLC raised its stake in shares of Dollar General by 3.3% in the fourth quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company’s stock valued at $314,000 after acquiring an additional 75 shares during the last quarter. Rexford Capital Inc. raised its stake in shares of Dollar General by 2.1% in the fourth quarter. Rexford Capital Inc. now owns 3,859 shares of the company’s stock valued at $512,000 after acquiring an additional 81 shares during the last quarter. Brooks Moore & Associates Inc. boosted its holdings in shares of Dollar General by 1.3% in the 3rd quarter. Brooks Moore & Associates Inc. now owns 7,590 shares of the company’s stock worth $784,000 after acquiring an additional 100 shares in the last quarter. Finally, Insigneo Advisory Services LLC grew its position in Dollar General by 5.6% during the 4th quarter. Insigneo Advisory Services LLC now owns 2,372 shares of the company’s stock worth $315,000 after acquiring an additional 125 shares during the last quarter. Institutional investors own 91.77% of the company’s stock.

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.