Guggenheim Has Lowered Expectations for Dollar General (NYSE:DG) Stock Price

Dollar General (NYSE:DG) had its target price cut by equities research analysts at Guggenheim from $165.00 to $160.00 in a report released on Friday, Marketbeat.com reports. The brokerage currently has a “buy” rating on the stock. Guggenheim’s price objective would suggest a potential upside of 18.34% from the company’s previous close.

DG has been the subject of several other research reports. Sanford C. Bernstein increased their target price on shares of Dollar General from $141.00 to $150.00 and gave the stock an “outperform” rating in a research note on Monday, January 5th. Evercore reduced their price target on shares of Dollar General from $145.00 to $144.00 in a research note on Tuesday, March 3rd. Wall Street Zen upgraded shares of Dollar General from a “hold” rating to a “buy” rating in a report on Saturday, December 6th. Rothschild & Co Redburn raised shares of Dollar General to a “strong sell” rating in a research report on Wednesday, February 25th. Finally, BNP Paribas Exane reiterated a “neutral” rating and issued a $127.00 target price on shares of Dollar General in a report on Thursday. Fourteen analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Dollar General has a consensus rating of “Hold” and an average price target of $145.48.

Dollar General Trading Down 0.5%

NYSE:DG traded down $0.75 on Friday, reaching $135.20. The company’s stock had a trading volume of 823,761 shares, compared to its average volume of 3,135,867. Dollar General has a 12-month low of $77.52 and a 12-month high of $158.23. The stock has a 50 day moving average price of $147.80 and a 200 day moving average price of $123.48. The firm has a market cap of $29.76 billion, a price-to-earnings ratio of 23.39, a price-to-earnings-growth ratio of 2.39 and a beta of 0.23. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63.

Dollar General (NYSE:DG) last released its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping analysts’ consensus estimates of $1.57 by $0.36. The business had revenue of $10.91 billion during the quarter, compared to analysts’ expectations of $10.78 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The company’s revenue was up 5.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. On average, equities analysts anticipate that Dollar General will post 5.75 EPS for the current fiscal year.

Insider Activity at Dollar General

In other Dollar General news, EVP Roderick J. West sold 2,282 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $133.35, for a total value of $304,304.70. Following the completion of the transaction, the executive vice president owned 36,108 shares of the company’s stock, valued at $4,815,001.80. This trade represents a 5.94% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Rhonda Taylor sold 7,500 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the completion of the transaction, the executive vice president owned 73,492 shares of the company’s stock, valued at approximately $9,913,335.88. This trade represents a 9.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 19,558 shares of company stock worth $2,638,868. Corporate insiders own 0.56% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of DG. Bryn Mawr Trust Advisors LLC acquired a new stake in shares of Dollar General in the 3rd quarter valued at $8,803,000. Arista Wealth Management LLC acquired a new position in shares of Dollar General during the third quarter worth $351,000. Allianz Asset Management GmbH increased its holdings in Dollar General by 16.3% in the third quarter. Allianz Asset Management GmbH now owns 805,645 shares of the company’s stock valued at $83,263,000 after buying an additional 112,862 shares during the last quarter. Vanguard Group Inc. increased its holdings in Dollar General by 1.5% in the second quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company’s stock valued at $3,067,403,000 after buying an additional 384,447 shares during the last quarter. Finally, Westpac Banking Corp raised its stake in Dollar General by 765.2% in the third quarter. Westpac Banking Corp now owns 9,197 shares of the company’s stock valued at $951,000 after buying an additional 8,134 shares in the last quarter. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

More Dollar General News

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

• Positive Sentiment: Q4 beat on top and bottom lines — stronger traffic, comp sales and margin expansion drove a clear earnings beat that validates the company’s turnaround actions. DG Q4 Earnings Transcript
• Positive Sentiment: Operational momentum — management highlighted margin improvement, store rationalization/remodels and cost controls that should support higher profitability going forward. Earnings Call Highlights: Margin Momentum
• Positive Sentiment: Digital and engagement gains — accelerating app adoption (reported ~7M users) and initiatives like DG Wellness/pOpshelf support longer-term traffic and basket growth. Dollar General Logs 7 Million App Users
• Neutral Sentiment: Capital-return stance — DG declared a quarterly dividend ($0.59) and is retaining buyback flexibility while it finishes inventory rationalization; supports income investors but is not growth-accretive short term. Press Release: FY2025 Results & Dividend
• Neutral Sentiment: Analysts remain cautious/neutral — several firms kept Hold ratings or trimmed targets, signaling upside is not yet fully priced despite the beat. Analyst: Hold Ratings
• Negative Sentiment: Guidance disappointment — management projected slower comparable/annual sales growth for fiscal 2026 (management cited muted comps and cautious outlook), which overshadowed the quarterly beat and pressured the stock. Reuters: Forecasts Below Estimates
• Negative Sentiment: Market reaction & macro/competitive risks — investors punished the stock after the mixed message (beat + weak outlook); analysts flagged slower profit growth and rising competitive pressure from Walmart/online channels. Fool: Why Stock Isn’t Taking Off

Dollar General Company Profile

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.