Dollar General FY2025 EPS Decreased by Telsey Advisory Group

Dollar General Co. (NYSE:DG) – Equities research analysts at Telsey Advisory Group cut their FY2025 earnings per share (EPS) estimates for Dollar General in a research note issued on Friday, December 6th. Telsey Advisory Group analyst J. Feldman now expects that the company will earn $5.85 per share for the year, down from their previous estimate of $5.89. Telsey Advisory Group has a “Market Perform” rating and a $90.00 price target on the stock. The consensus estimate for Dollar General’s current full-year earnings is $5.77 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q1 2026 earnings at $1.70 EPS, Q2 2026 earnings at $1.76 EPS, Q3 2026 earnings at $0.98 EPS, FY2026 earnings at $6.23 EPS and FY2027 earnings at $6.85 EPS.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, December 5th. The company reported $0.89 EPS for the quarter, missing the consensus estimate of $0.97 by ($0.08). Dollar General had a net margin of 3.33% and a return on equity of 18.85%. The firm had revenue of $10.18 billion during the quarter, compared to analysts’ expectations of $10.14 billion. During the same quarter in the previous year, the company posted $1.26 EPS. Dollar General’s revenue for the quarter was up 5.0% on a year-over-year basis.

DG has been the topic of a number of other research reports. Jefferies Financial Group lowered their target price on shares of Dollar General from $110.00 to $90.00 and set a “buy” rating on the stock in a report on Friday, November 15th. BMO Capital Markets upped their price target on shares of Dollar General from $80.00 to $84.00 and gave the stock a “market perform” rating in a report on Friday, December 6th. Morgan Stanley cut shares of Dollar General from an “overweight” rating to an “equal weight” rating and decreased their price target for the stock from $170.00 to $100.00 in a report on Friday, August 30th. Gordon Haskett raised shares of Dollar General from a “hold” rating to a “strong-buy” rating in a report on Friday, November 8th. Finally, UBS Group decreased their price target on shares of Dollar General from $155.00 to $108.00 and set a “buy” rating on the stock in a report on Friday, August 30th. One equities research analyst has rated the stock with a sell rating, fourteen have assigned a hold rating, eight have issued a buy rating and one has issued a strong buy rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $98.27.

Dollar General Price Performance

Dollar General stock opened at $82.40 on Monday. The business’s 50 day simple moving average is $79.44 and its 200 day simple moving average is $102.92. The company has a current ratio of 1.15, a quick ratio of 0.15 and a debt-to-equity ratio of 0.78. Dollar General has a 12 month low of $72.12 and a 12 month high of $168.07. The company has a market cap of $18.12 billion, a price-to-earnings ratio of 13.57, a PEG ratio of 2.42 and a beta of 0.44.

Institutional Trading of Dollar General

Several institutional investors and hedge funds have recently bought and sold shares of DG. Pzena Investment Management LLC increased its stake in shares of Dollar General by 453.4% during the third quarter. Pzena Investment Management LLC now owns 10,238,886 shares of the company’s stock valued at $865,903,000 after purchasing an additional 8,388,735 shares in the last quarter. Baupost Group LLC MA bought a new position in shares of Dollar General during the third quarter valued at approximately $194,832,000. Point72 Asset Management L.P. increased its position in shares of Dollar General by 148.6% during 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 acquiring an additional 765,206 shares in the last quarter. State Street Corp raised its holdings in 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 acquiring an additional 759,869 shares during the last quarter. Finally, The Manufacturers Life Insurance Company raised its holdings in 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 acquiring an additional 704,639 shares during the last quarter. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Dollar General

In other Dollar General news, EVP Roderick J. West sold 2,510 shares of the firm’s stock in a transaction dated Thursday, September 12th. The shares were sold at an average price of $83.25, for a total value of $208,957.50. Following the completion of the sale, the executive vice president now directly owns 9,163 shares in the company, valued at $762,819.75. This trade represents a 21.50 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, EVP Steven R. Deckard sold 2,010 shares of the firm’s stock in a transaction dated Wednesday, September 18th. The stock was sold at an average price of $86.66, for a total transaction of $174,186.60. Following the completion of the sale, the executive vice president now owns 2,887 shares of the company’s stock, valued at $250,187.42. This trade represents a 41.05 % decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.49% of the stock is currently owned by company insiders.

Dollar General Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, January 21st. Stockholders of record on Tuesday, January 7th will be issued a dividend of $0.59 per share. The ex-dividend date of this dividend is Tuesday, January 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.86%. Dollar General’s dividend payout ratio is currently 38.88%.

About Dollar General

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.