Dollar General Q4 EPS Estimate Cut by Telsey Advisory Group

Dollar General Co. (NYSE:DG) – Equities researchers at Telsey Advisory Group dropped their Q4 2025 earnings per share (EPS) estimates for shares of Dollar General in a research report issued to clients and investors on Thursday, March 6th. Telsey Advisory Group analyst J. Feldman now forecasts that the company will post earnings of $1.55 per share for the quarter, down from their previous forecast of $1.60. Telsey Advisory Group has a “Market Perform” rating and a $85.00 price objective on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.75 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q4 2026 earnings at $1.63 EPS.

Dollar General (NYSE:DG) last issued its quarterly earnings data 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). Dollar General had a return on equity of 18.85% and a net margin of 3.33%. The firm had revenue of $10.18 billion for the quarter, compared to the consensus estimate of $10.14 billion. During the same quarter in the prior year, the firm earned $1.26 EPS. The company’s revenue was up 5.0% on a year-over-year basis.

A number of other research analysts also recently issued reports on the company. Citigroup dropped their price objective on Dollar General from $73.00 to $69.00 and set a “sell” rating on the stock in a research note on Friday. Barclays dropped their price target on Dollar General from $102.00 to $100.00 and set an “overweight” rating on the stock in a research note on Thursday, January 9th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $80.00 price target (down from $90.00) on shares of Dollar General in a research note on Monday, March 3rd. Gordon Haskett downgraded Dollar General from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 28th. Finally, UBS Group dropped their price target on Dollar General from $108.00 to $95.00 and set a “buy” rating on the stock in a research note on Thursday. One investment analyst has rated the stock with a sell rating, fifteen have assigned a hold rating and eight have given a buy rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $95.09.

Dollar General Trading Up 7.4 %

NYSE DG opened at $81.87 on Monday. The business’s 50-day moving average price is $73.33 and its two-hundred day moving average price is $79.32. Dollar General has a 12 month low of $66.43 and a 12 month high of $168.07. The firm has a market capitalization of $18.01 billion, a PE ratio of 13.49, a price-to-earnings-growth ratio of 2.18 and a beta of 0.44. The company has a current ratio of 1.15, a quick ratio of 0.15 and a debt-to-equity ratio of 0.78.

Insider Activity

In related news, Director Michael M. Calbert sold 6,000 shares of the firm’s stock in a transaction dated Tuesday, December 31st. The stock was sold at an average price of $75.27, for a total value of $451,620.00. Following the sale, the director now directly owns 120,322 shares of the company’s stock, valued at $9,056,636.94. This trade represents a 4.75 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Emily C. Taylor sold 4,740 shares of Dollar General stock in a transaction that occurred on Friday, December 13th. The shares were sold at an average price of $77.44, for a total value of $367,065.60. Following the sale, the executive vice president now directly owns 15,575 shares in the company, valued at approximately $1,206,128. The trade was a 23.33 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 0.49% of the company’s stock.

Institutional Trading of Dollar General

Several large investors have recently bought and sold shares of the company. IMG Wealth Management Inc. purchased a new position in shares of Dollar General during the fourth quarter valued at approximately $25,000. Altshuler Shaham Ltd purchased a new position in shares of Dollar General during the fourth quarter valued at approximately $25,000. Ameriflex Group Inc. purchased a new position in shares of Dollar General during the fourth quarter valued at approximately $31,000. Wilmington Savings Fund Society FSB purchased a new position in shares of Dollar General during the third quarter valued at approximately $33,000. Finally, Providence First Trust Co purchased a new position in shares of Dollar General during the fourth quarter valued at approximately $33,000. 91.77% of the stock is owned by institutional investors.

Dollar General Company Profile

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.