Jefferies Financial Group Issues Pessimistic Forecast for Dollar General (NYSE:DG) Stock Price

Dollar General (NYSE:DG) had its target price cut by investment analysts at Jefferies Financial Group from $155.00 to $135.00 in a report released on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the stock. Jefferies Financial Group’s price objective points to a potential upside of 28.46% from the company’s current price.

Several other research firms also recently weighed in on DG. Weiss Ratings reissued a “hold (c)” rating on shares of Dollar General in a research report on Friday, April 10th. UBS Group reaffirmed a “buy” rating on shares of Dollar General in a research note on Wednesday, May 27th. Barclays reiterated an “overweight” rating and set a $148.00 price objective on shares of Dollar General in a research report on Wednesday. Loop Capital upped their target price on shares of Dollar General from $110.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday. Finally, Oppenheimer decreased their price target on shares of Dollar General from $170.00 to $150.00 and set an “outperform” rating on the stock in a research note on Friday, May 29th. Twelve research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $134.19.

Dollar General Price Performance

NYSE:DG traded down $1.18 during mid-day trading on Wednesday, hitting $105.09. 445,276 shares of the company’s stock traded hands, compared to its average volume of 3,392,103. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.22 and a current ratio of 1.13. The company has a market cap of $23.14 billion, a PE ratio of 15.34, a price-to-earnings-growth ratio of 1.79 and a beta of 0.26. The firm’s 50 day simple moving average is $115.21 and its 200 day simple moving average is $128.71. Dollar General has a 1 year low of $95.11 and a 1 year high of $158.23.

Dollar General (NYSE:DG) last released its quarterly earnings results on Tuesday, June 2nd. The company reported $2.00 EPS for the quarter, beating the consensus estimate of $1.89 by $0.11. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The business had revenue of $10.79 billion for the quarter, compared to analyst estimates of $10.81 billion. During the same period in the prior year, the business earned $1.78 earnings per share. The company’s quarterly revenue was up 3.4% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Sell-side analysts expect that Dollar General will post 7.25 EPS for the current year.

Institutional Trading of Dollar General

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in shares of Dollar General by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 27,309,045 shares of the company’s stock valued at $3,625,822,000 after acquiring an additional 412,542 shares during the last quarter. State Street Corp boosted its position in shares of Dollar General by 0.5% in the fourth quarter. State Street Corp now owns 11,017,002 shares of the company’s stock worth $1,462,727,000 after acquiring an additional 53,624 shares during the last quarter. Morgan Stanley grew its holdings in Dollar General by 35.0% in the fourth 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 during the period. Geode Capital Management LLC grew its holdings in Dollar General by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after purchasing an additional 42,936 shares during the period. Finally, AQR Capital Management LLC increased its position in Dollar General by 47.9% during the fourth quarter. AQR Capital Management LLC now owns 3,734,500 shares of the company’s stock worth $495,830,000 after purchasing an additional 1,208,892 shares during the last quarter. 91.77% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General beat Q1 EPS expectations with $2.00 per share versus $1.89 expected, while same-store sales rose 2.0% and operating margin improved, signaling healthier execution. Dollar General Corporation Reports First Quarter 2026 Results
• Positive Sentiment: The company raised its fiscal 2026 earnings outlook to $7.20-$7.45 per share, reinforcing confidence that margin gains and cost control can continue. Dollar General raises annual profit forecast on resilient demand for discount goods
• Positive Sentiment: Analyst commentary stayed constructive overall, with UBS’s Michael Lasser reiterating a Buy rating on operational upgrades, margin expansion and raised guidance. UBS analyst reiterates Buy on Dollar General
• Neutral Sentiment: Loop Capital raised its price target to $115 from $110, but kept a Hold rating, suggesting limited upside despite the improved results. Loop Capital price target update
• Neutral Sentiment: Telsey Advisory Group lowered its price target to $125 from $140 and maintained a Market Perform rating, reflecting caution after the rally in expectations.
• Negative Sentiment: Management also flagged ongoing pressure from higher gas prices and reduced SNAP benefits, which are making some customers buy less food and household goods, especially in rural areas. Customer spending pressure article

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.