Dollar General (NYSE:DG) Rating Lowered to Hold at Wall Street Zen

Key Points

• Wall Street Zen downgraded Dollar General from “buy” to “hold.” The broader analyst consensus is also “Hold,” with 16 hold ratings, 12 buys, one sell, and an average price target of $137.96.
• Dollar General’s latest quarterly results exceeded expectations, with EPS of $2.48 versus the $2.01 consensus and revenue of $11.29 billion, up 5.2% year over year. The company provided fiscal 2026 EPS guidance of $7.80–$8.00.
• Shares opened at $132.65, while institutional investors own approximately 91.77% of the company. Despite solid earnings, concerns include discount-retail sector pressure, elevated living costs affecting customers, and broader market factors such as higher Treasury yields and oil prices.

Dollar General (NYSE:DG - Get Free Report) was downgraded by research analysts at Wall Street Zen from a "buy" rating to a "hold" rating in a research report issued to clients and investors on Saturday, Wall Street Zen reports.

Other equities research analysts have also recently issued research reports about the stock. Morgan Stanley lifted their price target on shares of Dollar General from $132.00 to $145.00 and gave the stock an "equal weight" rating in a report on Friday, August 28th. Raymond James Financial reiterated an "outperform" rating and set a $150.00 target price on shares of Dollar General in a research report on Friday, August 28th. Argus increased their price objective on Dollar General from $165.00 to $170.00 and gave the company a "buy" rating in a research report on Friday, September 4th. The Goldman Sachs Group upped their price target on shares of Dollar General from $128.00 to $141.00 and gave the company a "neutral" rating in a research report on Friday, August 28th. Finally, Weiss Ratings upgraded Dollar General from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, September 10th. Twelve equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $137.96.

Dollar General Price Performance

Shares of NYSE DG opened at $132.65 on Friday. The firm has a market cap of $29.27 billion, a P/E ratio of 18.70, a price-to-earnings-growth ratio of 1.90 and a beta of 0.23. Dollar General has a 1-year low of $95.11 and a 1-year high of $158.23. The company has a current ratio of 1.21, a quick ratio of 0.31 and a debt-to-equity ratio of 0.49. The business's 50 day moving average is $125.82 and its 200-day moving average is $119.72.

Dollar General (NYSE:DG - Get Free Report) last issued its earnings results on Thursday, August 27th. The company reported $2.48 earnings per share for the quarter, beating analysts' consensus estimates of $2.01 by $0.47. Dollar General had a return on equity of 18.93% and a net margin of 3.90%. The firm had revenue of $11.29 billion for the quarter, compared to the consensus estimate of $11.20 billion. During the same quarter last year, the business posted $1.86 EPS. The company's revenue was up 5.2% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Equities research analysts predict that Dollar General will post 7.69 earnings per share for the current year.

Hedge Funds Weigh In On Dollar General

Several large investors have recently modified their holdings of DG. Caitong International Asset Management Co. Ltd raised its stake in shares of Dollar General by 4,550.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company's stock worth $25,000 after purchasing an additional 182 shares during the last quarter. Evergreen Advisors LLC purchased a new stake in Dollar General in the first quarter worth about $25,000. Reyes Financial Architecture Inc. bought a new stake in shares of Dollar General during the 3rd quarter valued at $30,000. Pension & Wealth Management Advisors Inc. purchased a new position in Dollar General in the 3rd quarter worth approximately $32,000. Finally, Nvwm LLC grew its stake in Dollar General by 2,780.0% during the third quarter. Nvwm LLC now owns 288 shares of the company's stock valued at $34,000 after acquiring an additional 278 shares in the last quarter. Hedge funds and other institutional investors own 91.77% of the company's stock.

Trending Headlines about Dollar General

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

• Positive Sentiment: Dollar General’s latest quarterly results remain supportive: net sales rose 5.2%, same-store sales increased 3.5%, and operating profit climbed 29.2%. Management also raised its fiscal 2026 outlook, while the company has indicated that share repurchases could resume in the second half of the fiscal year. Dollar General second-quarter results
• Positive Sentiment: Some analysts maintain a bullish view that Dollar General can gain market share when households become more budget-conscious, potentially supporting traffic and sales over time. Bull of the Day: Dollar General
• Neutral Sentiment: Recent institutional positioning was mixed, with major investors both adding and reducing DG holdings. Analyst price targets have also varied widely, with a reported six-month median target of $125, indicating limited consensus on the stock’s near-term valuation.
• Neutral Sentiment: One recent insider sale involved Executive Vice President Kathleen Reardon selling 5,578 shares. The transaction is a modest data point and does not by itself indicate a change in the company’s operating outlook.
• Negative Sentiment: Dollar General fell alongside Dollar Tree in a broader discount-retail selloff, suggesting investors were reducing exposure to the group rather than responding to a fresh DG filing or earnings warning. Dollar General falls as discount retail sells off
• Negative Sentiment: Higher food, housing, and other living costs could leave Dollar General’s core customers with less money for discretionary purchases, raising concerns about transaction sizes, product mix, and future sales growth. Dollar Tree and Dollar General stocks slide
• Negative Sentiment: Broader market pressure, including elevated Treasury yields and rising oil prices, likely added to the selling pressure and reduced investors’ appetite for retail stocks.

Dollar General Company Profile

Dollar General Corporation NYSE: DG is a discount retailer that operates stores offering everyday essentials at value-oriented prices. Its merchandise typically includes consumable products such as food, beverages, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic apparel, home products, and select health and beauty items.

The company primarily serves communities across the United States through a large network of neighborhood-focused stores, including locations in rural and suburban markets.

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