KeyCorp Analysts Lift Earnings Estimates for Dollar General

Dollar General Corporation (NYSE:DG) – Stock analysts at KeyCorp raised their Q2 2027 EPS estimates for shares of Dollar General in a report issued on Tuesday, June 2nd. KeyCorp analyst B. Thomas now forecasts that the company will earn $2.00 per share for the quarter, up from their previous estimate of $1.97. KeyCorp currently has a “Sector Weight” rating on the stock. The consensus estimate for Dollar General’s current full-year earnings is $7.31 per share. KeyCorp also issued estimates for Dollar General’s FY2027 earnings at $7.40 EPS and FY2028 earnings at $8.00 EPS.

Several other brokerages also recently commented on DG. Freedom Capital downgraded shares of Dollar General from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Truist Financial upped their price target on shares of Dollar General from $109.00 to $114.00 and gave the company a “hold” rating in a research report on Tuesday. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Dollar General from $110.00 to $114.00 and gave the company a “hold” rating in a research note on Thursday. Barclays dropped their price objective on shares of Dollar General from $151.00 to $148.00 and set an “overweight” rating on the stock in a research note on Wednesday. Finally, Rothschild & Co Redburn dropped their price objective on shares of Dollar General from $111.00 to $90.00 and set a “sell” rating on the stock in a research note on Monday, May 18th. Ten investment analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Dollar General presently has an average rating of “Hold” and a consensus price target of $131.27.

Dollar General Stock Down 1.5%

Shares of NYSE:DG opened at $103.49 on Friday. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.22 and a current ratio of 1.17. The company has a market cap of $22.83 billion, a PE ratio of 14.64, a price-to-earnings-growth ratio of 1.67 and a beta of 0.26. Dollar General has a 52 week low of $95.11 and a 52 week high of $158.23. The firm has a 50 day simple moving average of $114.17 and a 200 day simple moving average of $128.73.

Dollar General (NYSE:DG) last issued its quarterly earnings results on Tuesday, June 2nd. The company reported $2.00 EPS for the quarter, beating the consensus estimate of $1.89 by $0.11. The business had revenue of $10.79 billion during the quarter, compared to the consensus estimate of $10.81 billion. Dollar General had a net margin of 3.63% and a return on equity of 18.65%. The firm’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $1.78 EPS. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Tuesday, July 7th will be issued a dividend of $0.59 per share. The ex-dividend date is Tuesday, July 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.3%. Dollar General’s dividend payout ratio (DPR) is currently 33.38%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently modified their holdings of the business. Caitong International Asset Management Co. Ltd raised its holdings in shares of Dollar General by 4,550.0% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company’s stock valued at $25,000 after purchasing an additional 182 shares in the last quarter. Fideuram Asset Management Ireland dac bought a new position in shares of Dollar General during the 4th quarter valued at $25,000. Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of Dollar General by 69.3% during the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company’s stock valued at $26,000 after purchasing an additional 79 shares in the last quarter. Evergreen Advisors LLC bought a new position in shares of Dollar General during the 1st quarter valued at $25,000. Finally, Reflection Asset Management bought a new position in shares of Dollar General during the 4th quarter valued at $28,000. Institutional investors own 91.77% of the company’s stock.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General reported Q1 results that beat earnings expectations, with management pointing to stronger traffic, margin expansion, cost control, and inventory discipline. The company also raised its 2026 earnings outlook, which is helping investors focus on improving fundamentals. Dollar General Q1 Earnings Call Highlights Traffic, Margin Discipline
• Positive Sentiment: One analyst note highlighted that Dollar General is attracting more six-figure-income households and boosted its EPS target, suggesting the retailer may be gaining share with a broader customer base even in a tough consumer environment. Why Walmart and Other Consumer Stocks Aren’t Getting the Gains They Deserve
• Neutral Sentiment: Several brokerages updated their views after the quarter, but the calls were mixed: some raised price targets or earnings estimates, while others cut targets and kept neutral or hold ratings. That suggests analysts see improvement, but not enough to turn uniformly bullish yet.
• Neutral Sentiment: Recent articles also framed DG as a value stock after a prolonged share-price decline, with investors reassessing whether the pullback has created an attractive entry point. This supports the valuation debate but does not by itself change the operating story.
• Negative Sentiment: Despite the solid quarter, Dollar General’s stock has been weighed down by multiple target cuts, including reductions from Citigroup, Goldman Sachs, BNP Paribas, HSBC, Daiwa, Evercore, Guggenheim, Telsey, and others, which may be limiting enthusiasm near term.
• Negative Sentiment: Investor sentiment may also be cautious because the CEO exit is looming, adding an element of leadership uncertainty even as operating performance improves. Dollar General’s Q1 Beat Driven By Cost Control As CEO Exit Looms

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.