Dollar General Q3 EPS Lowered by Telsey Advisory Group

Dollar General Co. (NYSE:DG) – Equities researchers at Telsey Advisory Group lowered their Q3 2025 earnings per share (EPS) estimates for shares of Dollar General in a research report issued on Monday, December 2nd. Telsey Advisory Group analyst J. Feldman now anticipates that the company will earn $0.99 per share for the quarter, down from their prior forecast of $1.01. Telsey Advisory Group currently 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 $5.85 per share. Telsey Advisory Group also issued estimates for Dollar General’s Q4 2025 earnings at $1.55 EPS, FY2025 earnings at $5.89 EPS, Q1 2026 earnings at $1.75 EPS, Q2 2026 earnings at $1.80 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.70 EPS and FY2026 earnings at $6.30 EPS.

Other equities research analysts have also recently issued research reports about the stock. Daiwa America cut shares of Dollar General from a “moderate buy” rating to a “hold” rating in a research report on Wednesday, September 4th. UBS Group decreased their price target on Dollar General from $155.00 to $108.00 and set a “buy” rating for the company in a research note on Friday, August 30th. Melius Research initiated coverage on Dollar General in a research note on Monday, September 23rd. They issued a “hold” rating and a $85.00 price target for the company. BMO Capital Markets cut their price target on shares of Dollar General from $90.00 to $80.00 and set a “market perform” rating for the company in a report on Monday, November 18th. Finally, The Goldman Sachs Group cut their price target on shares of Dollar General from $169.00 to $122.00 and set a “buy” rating for the company in a report on Friday, August 30th. Two analysts have rated the stock with a sell rating, fourteen have given a hold rating, seven have assigned a buy rating and one has assigned a strong buy rating to the stock. According to MarketBeat, Dollar General currently has a consensus rating of “Hold” and a consensus price target of $103.32.

Dollar General Stock Performance

DG stock opened at $79.61 on Tuesday. Dollar General has a one year low of $72.12 and a one year high of $168.07. The firm has a 50-day simple moving average of $79.78 and a two-hundred day simple moving average of $104.43. The company has a debt-to-equity ratio of 0.86, a quick ratio of 0.24 and a current ratio of 1.22. The firm has a market cap of $17.51 billion, a price-to-earnings ratio of 12.36, a PEG ratio of 2.28 and a beta of 0.44.

Insider Activity at Dollar General

In other news, EVP Roderick J. West sold 2,510 shares of the company’s stock in a transaction that occurred on Thursday, September 12th. The stock was sold at an average price of $83.25, for a total transaction of $208,957.50. Following the completion of the sale, the executive vice president now owns 9,163 shares in the company, valued at $762,819.75. This represents a 21.50 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Steven R. Deckard sold 2,010 shares of the company’s stock in a transaction on Wednesday, September 18th. The stock was sold at an average price of $86.66, for a total transaction of $174,186.60. Following the transaction, the executive vice president now owns 2,887 shares of the company’s stock, valued at approximately $250,187.42. The trade was a 41.05 % decrease in their position. The disclosure for this sale can be found here. 0.49% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of DG. Pzena Investment Management LLC increased its holdings in Dollar General by 453.4% in the third quarter. Pzena Investment Management LLC now owns 10,238,886 shares of the company’s stock valued at $865,903,000 after buying an additional 8,388,735 shares in the last quarter. Baupost Group LLC MA purchased a new position in Dollar General during the third quarter worth $194,832,000. Point72 Asset Management L.P. raised its stake in Dollar General by 148.6% in the 2nd quarter. Point72 Asset Management L.P. now owns 1,280,020 shares of the company’s stock valued at $169,257,000 after purchasing an additional 765,206 shares during the last quarter. State Street Corp raised its position in shares of Dollar General by 8.3% in the third quarter. State Street Corp now owns 9,958,704 shares of the company’s stock valued at $842,208,000 after buying an additional 759,869 shares during the last quarter. Finally, The Manufacturers Life Insurance Company boosted its position in Dollar General by 319.6% during the second 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. Hedge funds and other institutional investors own 91.77% of the company’s stock.

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.