Q3 EPS Estimates for Dollar General Lowered by Analyst

Dollar General Co. (NYSE:DG) – Equities researchers at Telsey Advisory Group reduced their Q3 2025 earnings estimates for shares of Dollar General in a research report issued on Monday, December 2nd. Telsey Advisory Group analyst J. Feldman now expects that the company will post earnings per share of $0.99 for the quarter, down from their previous estimate of $1.01. Telsey Advisory Group currently has a “Market Perform” rating and a $90.00 target price on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.85 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q4 2025 earnings at $1.55 EPS, FY2025 earnings at $5.89 EPS, Q1 2026 earnings at $1.75 EPS, Q2 2026 earnings at $1.80 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.70 EPS and FY2026 earnings at $6.30 EPS.

DG has been the subject of a number of other reports. The Goldman Sachs Group decreased their price objective on shares of Dollar General from $169.00 to $122.00 and set a “buy” rating for the company in a report on Friday, August 30th. Daiwa America lowered Dollar General from a “moderate buy” rating to a “hold” rating in a research report on Wednesday, September 4th. HSBC decreased their price objective on shares of Dollar General from $100.00 to $88.00 and set a “hold” rating for the company in a report on Friday, November 15th. Morgan Stanley lowered shares of Dollar General from an “overweight” rating to an “equal weight” rating and decreased their target price for the company from $170.00 to $100.00 in a research note on Friday, August 30th. Finally, Oppenheimer reiterated a “market perform” rating on shares of Dollar General in a research report on Monday, August 26th. Two research analysts have rated the stock with a sell rating, fourteen have issued a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus target price of $103.32.

Dollar General Stock Up 0.7 %

Shares of Dollar General stock opened at $79.61 on Tuesday. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.24 and a current ratio of 1.22. The stock has a market capitalization of $17.51 billion, a PE ratio of 12.36, a price-to-earnings-growth ratio of 2.28 and a beta of 0.44. Dollar General has a 52-week low of $72.12 and a 52-week high of $168.07. The company has a 50-day simple moving average of $79.78 and a two-hundred day simple moving average of $104.43.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of DG. Pzena Investment Management LLC boosted its position in Dollar General by 453.4% in the 3rd quarter. Pzena Investment Management LLC now owns 10,238,886 shares of the company’s stock valued at $865,903,000 after buying an additional 8,388,735 shares during the period. Baupost Group LLC MA purchased a new stake in shares of Dollar General in the 3rd quarter worth $194,832,000. Point72 Asset Management L.P. lifted its holdings in shares of Dollar General by 148.6% in the 2nd quarter. Point72 Asset Management L.P. now owns 1,280,020 shares of the company’s stock worth $169,257,000 after buying an additional 765,206 shares during the period. State Street Corp lifted its holdings in shares of Dollar General by 8.3% in the 3rd quarter. State Street Corp now owns 9,958,704 shares of the company’s stock worth $842,208,000 after buying an additional 759,869 shares during the period. Finally, The Manufacturers Life Insurance Company lifted its holdings in shares of Dollar General by 319.6% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 925,083 shares of the company’s stock worth $122,324,000 after buying an additional 704,639 shares during the period. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Insider Activity

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

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.