FY2025 EPS Forecast for Dollar General Cut by Analyst

Dollar General Co. (NYSE:DG - Free Report) - Investment analysts at Telsey Advisory Group reduced their FY2025 earnings per share estimates for shares of Dollar General in a report released on Friday, December 6th. Telsey Advisory Group analyst J. Feldman now expects that the company will post earnings per share of $5.85 for the year, down from their prior estimate of $5.89. Telsey Advisory Group currently has a "Market Perform" rating and a $90.00 price objective on the stock. The consensus estimate for Dollar General's current full-year earnings is $5.77 per share. Telsey Advisory Group also issued estimates for Dollar General's Q1 2026 earnings at $1.70 EPS, Q2 2026 earnings at $1.76 EPS, Q3 2026 earnings at $0.98 EPS, FY2026 earnings at $6.23 EPS and FY2027 earnings at $6.85 EPS.

Several other equities analysts have also recently weighed in on DG. JPMorgan Chase & Co. lowered their price target on Dollar General from $97.00 to $82.00 and set a "neutral" rating on the stock in a report on Tuesday, November 5th. Evercore ISI lowered their target price on Dollar General from $97.00 to $95.00 and set an "in-line" rating on the stock in a report on Tuesday, December 3rd. Citigroup downgraded Dollar General from a "neutral" rating to a "sell" rating and cut their price target for the company from $91.00 to $73.00 in a research note on Friday, September 27th. Sanford C. Bernstein began 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 on the stock. Finally, Barclays cut their target price on shares of Dollar General from $154.00 to $102.00 and set an "overweight" rating for the company in a research report on Tuesday, September 3rd. One equities research analyst has rated the stock with a sell rating, fourteen have assigned a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat, Dollar General presently has an average rating of "Hold" and an average target price of $98.27.

Dollar General Stock Performance

Shares of DG traded down $0.79 during mid-day trading on Monday, hitting $80.80. 3,440,804 shares of the company traded hands, compared to its average volume of 3,283,468. Dollar General has a 1 year low of $72.12 and a 1 year high of $168.07. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.15 and a current ratio of 1.15. The stock has a 50-day moving average price of $79.52 and a two-hundred day moving average price of $103.33. The stock has a market cap of $17.77 billion, a price-to-earnings ratio of 13.44, a P/E/G ratio of 2.42 and a beta of 0.44.

Dollar General (NYSE:DG - Get Free Report) last issued its earnings results on Thursday, December 5th. The company reported $0.89 earnings per share for the quarter, missing analysts' consensus estimates of $0.97 by ($0.08). The business had revenue of $10.18 billion during the quarter, compared to analysts' expectations of $10.14 billion. Dollar General had a return on equity of 18.85% and a net margin of 3.33%. Dollar General's quarterly revenue was up 5.0% compared to the same quarter last year. During the same period last year, the firm posted $1.26 EPS.

Dollar General Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, January 21st. Investors of record on Tuesday, January 7th will be given a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a dividend yield of 2.92%. The ex-dividend date is Tuesday, January 7th. Dollar General's dividend payout ratio is currently 38.88%.

Insider Activity at Dollar General

In other news, EVP Roderick J. West sold 2,510 shares of Dollar General stock in a transaction dated Thursday, September 12th. The stock was sold at an average price of $83.25, for a total value of $208,957.50. Following the sale, the executive vice president now directly owns 9,163 shares of the company's stock, valued at approximately $762,819.75. The trade was a 21.50 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Warren F. Bryant purchased 1,000 shares of the company's stock in a transaction that occurred on Tuesday, September 10th. The shares were purchased at an average cost of $80.83 per share, with a total value of $80,830.00. Following the completion of the purchase, the director now owns 42,030 shares of the company's stock, valued at $3,397,284.90. The trade was a 2.44 % increase in their position. The disclosure for this purchase can be found here. 0.49% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the company. Franklin Resources Inc. lifted its position in Dollar General by 17.6% during the third quarter. Franklin Resources Inc. now owns 69,173 shares of the company's stock valued at $5,517,000 after purchasing an additional 10,333 shares during the last quarter. Tidal Investments LLC raised its position in shares of Dollar General by 25.4% during the 3rd quarter. Tidal Investments LLC now owns 17,315 shares of the company's stock valued at $1,464,000 after buying an additional 3,504 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new position in shares of Dollar General in the 3rd quarter valued at about $33,000. Anchor Investment Management LLC grew its position in Dollar General by 8.3% in the third quarter. Anchor Investment Management LLC now owns 17,414 shares of the company's stock worth $1,473,000 after acquiring an additional 1,333 shares in the last quarter. Finally, TD Private Client Wealth LLC raised its position in Dollar General by 21.6% during the third quarter. TD Private Client Wealth LLC now owns 9,007 shares of the company's stock valued at $762,000 after purchasing an additional 1,598 shares during the period. 91.77% of the stock is currently owned by institutional investors.

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.