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

Dollar General (NYSE:DG) issued an update on its FY 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 7.200-7.450 for the period, compared to the consensus EPS estimate of 7.230. The company issued revenue guidance of $44.3 billion-$44.5 billion, compared to the consensus revenue estimate of $44.4 billion.

Dollar General Price Performance

Shares of NYSE:DG opened at $110.05 on Tuesday. 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 $95.11 and a 1 year high of $158.23. The business has a fifty day simple moving average of $115.21 and a 200 day simple moving average of $128.71. The firm has a market cap of $24.24 billion, a price-to-earnings ratio of 16.07, a P/E/G ratio of 1.80 and a beta of 0.28.

Dollar General (NYSE:DG) last announced its quarterly earnings data on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.11. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The business had revenue of $10.79 billion during the quarter, compared to analyst estimates of $10.81 billion. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. As a group, sell-side analysts predict that Dollar General will post 7.25 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th were issued a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a dividend yield of 2.1%. The ex-dividend date was Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is currently 34.45%.

Analyst Ratings Changes

Several analysts recently issued reports on DG shares. UBS Group reiterated a “buy” rating on shares of Dollar General in a report on Wednesday, May 27th. Jefferies Financial Group lowered their target price on shares of Dollar General from $170.00 to $155.00 and set a “buy” rating on the stock in a research report on Monday, May 18th. Telsey Advisory Group reissued a “market perform” rating and set a $140.00 target price on shares of Dollar General in a research report on Tuesday, March 24th. BNP Paribas Exane reissued a “neutral” rating and set a $127.00 target price on shares of Dollar General in a research report on Thursday, March 12th. Finally, Barclays reissued an “overweight” rating on shares of Dollar General in a research report on Thursday, March 12th. Twelve research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Dollar General presently has an average rating of “Hold” and an average price target of $139.19.

Key Dollar General News

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

• Positive Sentiment: Dollar General is promoting a 30-day “Stars, Stripes and Savings” event tied to America’s 250th anniversary, which could help drive traffic and sales heading into the quarter. Dollar General Announces “Stars, Stripes and Savings” Event with 30 Days of Deals Ahead of America’s 250th Anniversary
• Positive Sentiment: Some analysts and market previews note Dollar General could benefit if higher gas prices keep shoppers making shorter, closer trips to discount stores, potentially supporting demand. Dollar General Q1 Preview: Will Higher Gas Prices Help Discount Retailer?
• Neutral Sentiment: Wall Street forecasters are maintaining a Hold rating ahead of earnings, with consensus expectations around $1.89 EPS and $10.82 billion in revenue, suggesting investors are waiting for confirmation rather than betting aggressively either way. Top Wall Street Forecasters Maintain a Hold Rating on Dollar General Ahead Of Q1 Earnings
• Neutral Sentiment: Investors are focused on whether Dollar General can show progress in traffic, same-store sales, and margins, since storms, costs, and a “K-shaped” consumer backdrop could keep results mixed. Dollar General Gears Up for Q1 Earnings: Key Elements to Watch
• Negative Sentiment: Unusually heavy put buying signals traders are hedging or betting on downside ahead of the earnings release, which can weigh on sentiment near term.
• Negative Sentiment: Multiple previews describe a cautious Wall Street tone and note DG shares have already been weak this year, indicating investors are concerned earnings may not be strong enough to change the narrative. DG Stock Wades Through Cautious Wall Street Ahead Of Q1 Earnings As ‘K-Shaped’ Economy Risks Loom

Institutional Investors Weigh In On Dollar General

A number of institutional investors have recently added to or reduced their stakes in DG. AQR Capital Management LLC grew its position in Dollar General by 416.4% during the third quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after buying an additional 2,036,573 shares in the last quarter. Morgan Stanley grew its position in Dollar General by 35.0% during the fourth quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock worth $832,513,000 after buying an additional 1,624,748 shares in the last quarter. State Street Corp grew its position in Dollar General by 9.1% during the third quarter. State Street Corp now owns 10,963,378 shares of the company’s stock worth $1,133,065,000 after buying an additional 913,373 shares in the last quarter. Caisse de depot et placement du Quebec grew its position in Dollar General by 1,615.1% during the third quarter. Caisse de depot et placement du Quebec now owns 908,110 shares of the company’s stock worth $93,853,000 after buying an additional 855,162 shares in the last quarter. Finally, Two Sigma Investments LP grew its position in Dollar General by 120.8% during the third quarter. Two Sigma Investments LP now owns 1,453,649 shares of the company’s stock worth $150,235,000 after buying an additional 795,178 shares in the last quarter. 91.77% of the stock is owned by institutional investors and hedge funds.

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.