StreetInsider.com News Articles

Dollar General (DG) PT Raised to $133 at Piper Sandler

Fri, 13 Mar 2026 08:57:22 -0400

Piper Sandler analyst Peter J. Keith raised the price target on Dollar General (NYSE: DG) to $133.00 (from $132.00) while maintaining a Neutral rating.

The analyst commented: "Solid Q4 as Initiatives Appear to be Working; DG announced a strong Q4, and 2026 guidance was set relatively inline with consensus. However, the implied EPS growth for 2026 was a bit underwhelming - effectively because DG executed on its shrink reduction efforts in 2025 better than expected (and pulled forward benefits out of 2026). That said, DG reiterated its long-term framework to reach an EBIT margin of 6%-7% by 2028-2029, noted it is

Dollar General (DG) PT Raised to $133 at Piper Sandler

Fri, 13 Mar 2026 08:57:22 -0400

Piper Sandler analyst Peter J. Keith raised the price target on Dollar General (NYSE: DG) to $133.00 (from $132.00) while maintaining a Neutral rating.

KeyBanc Reiterates Sector Weight Rating on Dollar General (DG)

Fri, 13 Mar 2026 08:49:32 -0400

KeyBanc analyst Bradley Thomas reiterated a Sector Weight rating on Dollar General (NYSE: DG).

The analyst commented: "4Q Above, Winter Storm Impact, 2026 EPS Guidance Spans Consensus; DG reported strong 4Q results, with comps, gross margin, and EPS all above consensus as the Company continues to execute on its “Back to Basics” strategy. Comps were driven by growth in both traffic and transactions, which accelerated sequentially. DG issued 2026 guidance largely in line with the Street, though we believe investors had higher expectations for 2026. While we are encouraged with initiatives and tailwinds for the consumer in 2026 from OBBBA, we

Dollar General (DG) PT Lowered to $150 at Morgan Stanley

Fri, 13 Mar 2026 08:48:18 -0400

Morgan Stanley analyst Simeon Gutman lowered the price target on Dollar General (NYSE: DG) to $150.00 (from $160.00) while maintaining a Equalweight rating.

Bernstein Reiterates Outperform Rating on Dollar General (DG) Post Strong Q4

Fri, 13 Mar 2026 08:36:53 -0400

Bernstein SocGen Group analyst Zhihan Ma reiterated an Outperform rating and $150.00 price target on Dollar General (NYSE: DG).

The analyst commented: "DG delivered a Q4 beat. Comp of 4.3% was above sellside consensus of 3.2% but in line with buyside expectations. DG again meaningfully outperformed gross margin expectations, with a 100bps YoY improvement led by lower shrink, higher inventory markups, and lower damages, partly offset by LIFO charges. EPS of $1.93 was a 28c beat.

Thesis unchanged post strong Q4 and reiterated LT guide; DG remains a gross margin recovery-led story. We expect GM to expand to 31.8% by FY28 (60bps

Dollar General (DG) PT Lowered to $160 at Guggenheim

Fri, 13 Mar 2026 08:00:20 -0400

(Updated - March 13, 2026 8:00 AM EDT)

Guggenheim analyst John Heinbockel lowered the price target on Dollar General (NYSE: DG) to $160.00 (from $165.00) while maintaining a Buy rating.

The analyst commented: "Despite a significant 4Q bottom-line beat, the combination of potentially conservative initial 2026 guidance and elevated buy-side expectations contributed to ~5% S&P 500 underperformance on a risk-off day. Despite soft 1Q to-date third-party data, many investors anticipated EPS well above the $7.25 Street consensus which guidance bracketed. We share this directional optimism, a function of ongoing nearterm shrink and damage expense reduction potential, as well as lower LIFO and

Dollar General (DG) PT Lowered to $160 at Guggenheim

Fri, 13 Mar 2026 08:00:20 -0400

(Updated - March 13, 2026 8:00 AM EDT)

Guggenheim analyst John Heinbockel lowered the price target on Dollar General (NYSE: DG) to $160.00 (from $165.00) while maintaining a Buy rating.

Dollar General (DG) PT Raised to $140 at Telsey

Thu, 12 Mar 2026 17:39:27 -0400

Telsey analyst Joseph Feldman raised the price target on Dollar General (NYSE: DG) to $140.00 (from $130.00) while maintaining a Market Perform rating.

The analyst commented, "In our view, the company has an effective strategy to grow the business. That said, we believe DG is valued fairly where it is currently trading at a P/E multiple of 18x-19x, consistent with historical averaged. Taken together, we maintain our Market Perform rating but are raising our 12-month price target by $10 to $140, based on applying an unchanged P/E multiple of ~19x to our new, higher 2026 EPS estimate of $7.30."

Dollar General (DG) PT Raised to $140 at Telsey

Thu, 12 Mar 2026 17:39:27 -0400

Telsey analyst Joseph Feldman raised the price target on Dollar General (NYSE: DG) to $140.00 (from $130.00) while maintaining a Market Perform rating.

Dollar General (DG) PT Lowered to $160 at Gordon Haskett

Thu, 12 Mar 2026 16:06:39 -0400

Gordon Haskett analyst Chuck Grom lowered the price target on Dollar General (NYSE: DG) to $160.00 (from $180.00) while maintaining a Buy (1) rating.

Jefferies Reiterates Buy Rating on Dollar General (DG) following Q4

Thu, 12 Mar 2026 15:50:12 -0400

Jefferies analyst Corey Tarlowe reiterated a Buy rating and $170.00 price target on Dollar General (NYSE: DG)

The analyst commented, "DG delivered a strong Q4 with 4.3% comps, traffic-led growth, and material margin expansion, driving a clear EPS beat. FY26 guidance broadly brackets consensus, with steady comps, moderated margin gains, and near-term cost headwinds offset by ongoing execution. With mid-term margin targets reaffirmed and multiple self-help levers intact, we are slightly raising our ests and reiterate Buy."

For an analyst ratings summary and ratings history on Dollar General click here. For more ratings news on Dollar General click here.

Shares of

Dollar General (DG) PT Lowered to $139 at Truist Securities

Thu, 12 Mar 2026 14:53:33 -0400

Truist Securities analyst Scot Ciccarelli lowered the price target on Dollar General (NYSE: DG) to $139.00 (from $144.00) while maintaining a Hold rating.

The analyst comments "Net/net – 4Q sls/comp finished ~in-line with our ests, while shrink, damages & higher markups, led to some EPS upside. However, expectations were already elevated and believe that some investors were anticipating more/faster margin expansion than the company outlined in their LT algo (6%-7% OI but not until ’28/’29 and still notably below 8%-9% prepandemic). While we remain interested in DG on the long side, our expectation for less margin expansion in ’26, the need

Dollar General (DG) PT Lowered to $139 at Truist Securities

Thu, 12 Mar 2026 14:53:33 -0400

Truist Securities analyst Scot Ciccarelli lowered the price target on Dollar General (NYSE: DG) to $139.00 (from $144.00) while maintaining a Hold rating.

BNP Paribas Exane Reiterates Neutral Rating on Dollar General (DG): "We believe this was a great quarter"

Thu, 12 Mar 2026 12:15:22 -0400

BNP Paribas Exane analyst Chris Bottiglieri reiterated a Neutral rating and $127.00 price target on Dollar General (NYSE: DG)

The analyst commented, "We believe this was a great quarter, but SSS may have missed very elevated buyside expectations (5% per our spec sales) and CY26 SSS guidance while consistent with long-term algorithm is also likely mildly disappointing in context to lift from store remodels and refreshes. The GM expansion was likely driven by better-than-expected shrink but we think buyside expectations here were already quite high. The higher tax rate was also likely unexpected (1.7% headwind to EPS) and that will mathematically

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: ELLIOTT ANITA C

Thu, 12 Mar 2026 11:52:00 -0400

si-local-file:///var/storage/secattach/20260312/26151508.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: ELLIOTT ANITA C

Thu, 12 Mar 2026 11:52:00 -0400

si-local-file:///var/storage/secattach/20260312/26151508.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: Wheeler Bryan D

Thu, 12 Mar 2026 11:48:00 -0400

si-local-file:///var/storage/secattach/20260312/26151490.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: Wheeler Bryan D

Thu, 12 Mar 2026 11:48:00 -0400

si-local-file:///var/storage/secattach/20260312/26151490.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: West Roderick J

Thu, 12 Mar 2026 11:46:00 -0400

si-local-file:///var/storage/secattach/20260312/26151476.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: West Roderick J

Thu, 12 Mar 2026 11:46:00 -0400

si-local-file:///var/storage/secattach/20260312/26151476.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: Wenkoff Carman R

Thu, 12 Mar 2026 11:42:00 -0400

si-local-file:///var/storage/secattach/20260312/26151456.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: Wenkoff Carman R

Thu, 12 Mar 2026 11:42:00 -0400

si-local-file:///var/storage/secattach/20260312/26151456.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: TAYLOR RHONDA

Thu, 12 Mar 2026 11:38:00 -0400

si-local-file:///var/storage/secattach/20260312/26151442.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: TAYLOR RHONDA

Thu, 12 Mar 2026 11:38:00 -0400

si-local-file:///var/storage/secattach/20260312/26151442.html

Form 4 DOLLAR GENERAL CORP For: Mar 10 Filed by: REARDON KATHLEEN A

Thu, 12 Mar 2026 11:36:00 -0400

si-local-file:///var/storage/secattach/20260312/26151435.html