Dollar General Corporation (NYSE:DG) Stock Analysis: Jefferies Sets Optimistic Price Target

Font: Financial Modeling Prep  • Mar 12, 2026

• Jefferies analyst Corey Tarlowe sets a price target of $170 for Dollar General Corporation (NYSE:DG), indicating a potential upside of approximately 25.05%.
• Dollar General reports impressive fourth-quarter fiscal 2025 results with an EPS of $1.93, surpassing estimates and showing a year-over-year increase of 121.8%.
• The company's fiscal 2026 guidance falls short of Wall Street expectations, leading to a recent 4% decline in stock price despite plans to open 450 new stores.

Dollar General Corporation (NYSE:DG) is a prominent retail chain in the United States, known for offering a wide range of products at affordable prices. The company operates thousands of stores across the country, providing customers with convenient access to everyday essentials. Dollar General competes with other discount retailers like Dollar Tree and Family Dollar, striving to maintain its position in the market.

On March 12, 2026, Corey Tarlowe from Jefferies set a price target of $170 for Dollar General, suggesting a potential upside of approximately 25.05% from its current trading price of $135.95. This optimistic outlook comes despite the stock experiencing a decline of over 4% recently, attributed to the company's fiscal 2026 guidance falling short of Wall Street expectations.

Dollar General's fourth-quarter fiscal 2025 results were impressive, with an earnings per share (EPS) of $1.93, surpassing the Zacks Consensus Estimate of $1.61. This represents a remarkable 121.8% increase year over year. The company's sales grew by 5.9%, with same-store sales rising by 4.3%, driven by increased customer traffic and gains in both consumable and non-consumable categories.

Despite these strong results, Dollar General's shares experienced a 5% decline in trading hours. The company's fiscal 2026 guidance, which anticipates sales growth of 3.7% to 4.2% and an EPS range of $7.10 to $7.35, fell short of investor expectations. This modest outlook has contributed to the recent decline in the stock price.

Dollar General plans to open 450 new stores across the United States, indicating continued expansion efforts. The company's market capitalization stands at approximately $29.93 billion, with a trading volume of 8,000,822 shares. As the company continues to grow, investors and analysts closely monitor its performance and strategic direction, as highlighted by Seeking Alpha.