Redburn Atlantic Brokers Cut Earnings Estimates for Dollar General Co. (NYSE:DG)

Dollar General Co. (NYSE:DG) – Equities researchers at Redburn Atlantic decreased their Q3 2025 EPS estimates for Dollar General in a report released on Wednesday, September 25th. Redburn Atlantic analyst D. Nedialkova now anticipates that the company will post earnings of $0.89 per share for the quarter, down from their prior estimate of $1.47. The consensus estimate for Dollar General’s current full-year earnings is $5.85 per share. Redburn Atlantic also issued estimates for Dollar General’s Q4 2025 earnings at $1.45 EPS, FY2025 earnings at $5.70 EPS, Q1 2026 earnings at $1.55 EPS, Q2 2026 earnings at $1.57 EPS, Q3 2026 earnings at $0.78 EPS, Q4 2026 earnings at $1.38 EPS, FY2026 earnings at $5.28 EPS, Q1 2027 earnings at $1.81 EPS, Q2 2027 earnings at $1.87 EPS, FY2027 earnings at $6.36 EPS and FY2028 earnings at $7.76 EPS.

Several other equities analysts have also issued reports on DG. Barclays cut their price objective on shares of Dollar General from $154.00 to $102.00 and set an “overweight” rating on the stock in a report on Tuesday, September 3rd. Raymond James lowered their price target on shares of Dollar General from $150.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, August 30th. The Goldman Sachs Group decreased their target price on shares of Dollar General from $169.00 to $122.00 and set a “buy” rating for the company in a research report on Friday, August 30th. Citigroup downgraded Dollar General from a “neutral” rating to a “sell” rating and reduced their price target for the stock from $91.00 to $73.00 in a research report on Friday. Finally, BMO Capital Markets dropped their price target on Dollar General from $130.00 to $90.00 and set a “market perform” rating on the stock in a research note on Friday, August 30th. Two equities research analysts have rated the stock with a sell rating, sixteen have issued a hold rating and six have assigned a buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $109.48.

Dollar General Price Performance

Shares of DG stock opened at $87.32 on Monday. The company has a current ratio of 1.22, a quick ratio of 0.24 and a debt-to-equity ratio of 0.86. The stock has a fifty day simple moving average of $104.55 and a two-hundred day simple moving average of $127.12. The stock has a market capitalization of $19.20 billion, a price-to-earnings ratio of 12.71, a P/E/G ratio of 2.52 and a beta of 0.44. Dollar General has a twelve month low of $77.96 and a twelve month high of $168.07.

Dollar General (NYSE:DG) last released its quarterly earnings data on Thursday, August 29th. The company reported $1.70 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.79 by ($0.09). The company had revenue of $10.21 billion during the quarter, compared to analysts’ expectations of $10.37 billion. Dollar General had a net margin of 3.57% and a return on equity of 20.62%. Dollar General’s quarterly revenue was up 4.2% on a year-over-year basis. During the same period last year, the firm earned $2.13 earnings per share.

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of DG. Price T Rowe Associates Inc. MD boosted its holdings in Dollar General by 162.5% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 18,185,887 shares of the company’s stock valued at $2,472,372,000 after purchasing an additional 11,257,537 shares during the last quarter. Vanguard Group Inc. lifted its holdings in Dollar General by 15.5% in the fourth quarter. Vanguard Group Inc. now owns 25,071,820 shares of the company’s stock valued at $3,408,514,000 after acquiring an additional 3,360,413 shares during the last quarter. Capital International Investors grew its position in Dollar General by 13.9% in the fourth quarter. Capital International Investors now owns 18,676,538 shares of the company’s stock worth $2,539,026,000 after acquiring an additional 2,273,119 shares during the period. Pzena Investment Management LLC acquired a new stake in Dollar General during the first quarter worth $301,738,000. Finally, Point72 Asset Management L.P. raised its position in Dollar General by 148.6% in the second quarter. Point72 Asset Management L.P. now owns 1,280,020 shares of the company’s stock valued at $169,257,000 after purchasing an additional 765,206 shares during the period. 91.77% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Dollar General

In related news, Director Warren F. Bryant acquired 500 shares of the firm’s stock in a transaction on Thursday, September 5th. The shares were acquired at an average cost of $80.40 per share, with a total value of $40,200.00. Following the completion of the acquisition, the director now directly owns 41,030 shares in the company, valued at approximately $3,298,812. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. In other news, Director Warren F. Bryant acquired 500 shares of the firm’s stock in a transaction on Thursday, September 5th. The shares were bought at an average price of $80.40 per share, for a total transaction of $40,200.00. Following the acquisition, the director now owns 41,030 shares of the company’s stock, valued at approximately $3,298,812. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Warren F. Bryant bought 1,000 shares of the company’s stock in a transaction dated Tuesday, September 10th. The shares were acquired at an average cost of $80.83 per share, with a total value of $80,830.00. Following the acquisition, the director now directly owns 42,030 shares of the company’s stock, valued at $3,397,284.90. The disclosure for this purchase can be found here. 0.49% of the stock is owned by company insiders.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, October 22nd. Investors of record on Tuesday, October 8th will be paid a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, October 8th. This represents a $2.36 annualized dividend and a dividend yield of 2.70%. Dollar General’s dividend payout ratio is presently 34.35%.

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.