Barclays Sticks to Buy Rating for Dollar General, Sets Price Target of $119.00

Barclays analyst Seth Sigman reiterated a Buy rating for Dollar General with a price target of $119.00. Sigman has an average return of -5.9% and a 55.70% success rate on recommended stocks. Dollar General reported Q1 revenue of $10.44 billion and a net profit of $391.93 million, compared to $9.91 billion and $363.32 million in the same period last year. Corporate insider sentiment is negative, with an increase in insiders selling shares, including EVP & Chief Merchandising Officer Emily C. Taylor selling 1,969 shares for $222,497 in June 2025.

Barclays analyst Seth Sigman reiterated a Buy rating for Dollar General (DG) with a price target of $119.00 [2]. Sigman, with an average return of -5.9% and a 55.70% success rate on recommended stocks, believes the stock is fairly valued. Dollar General reported Q1 revenue of $10.44 billion and a net profit of $391.93 million, compared to $9.91 billion and $363.32 million in the same period last year [1].

Analysts forecast quarterly earnings of $1.56 per share, indicating an 8.2% decline year over year, and revenues of $10.67 billion, representing a 4.5% increase [1]. Over the last 30 days, the consensus EPS estimate has been revised upward by 0.1%, reflecting analysts' reconsideration of their initial forecasts [1]. Key metrics such as 'Net Sales by Category-Consumables' are projected to reach $8.78 billion, up 4.5% year over year, while 'Net Sales by Category-Seasonal' is expected to reach $1.10 billion, up 4% [1].

Despite strong fundamentals, Dollar General faces bearish technical signals, with recent stock price declines and weak technical scores [3]. Analysts have given neutral ratings, but mixed fundamentals include robust margins and weak cash flow growth. Retail investor inflows contrast with bearish candlestick patterns and overbought indicators [3]. The acquisition of Foot Locker by Dick's Sporting Goods may reshape retail competition, indirectly affecting Dollar General's performance [3].

Corporate insider sentiment is negative, with an increase in insiders selling shares, including EVP & Chief Merchandising Officer Emily C. Taylor selling 1,969 shares for $222,497 in June 2025 [1]. The company is also expected to announce new CFO Donny Lau on October 20, 2025, replacing Kelly Dilts [2].

References:
[1] https://www.nasdaq.com/articles/stay-ahead-game-dollar-general-dg-q2-earnings-wall-streets-insights-key-metrics
[2] https://www.investing.com/news/analyst-ratings/barclays-reiterates-overweight-rating-on-dollar-general-stock-with-119-target-93CH-4208564
[3] https://www.ainvest.com/news/stock-analysis-dollar-general-outlook-weak-technicals-mixed-fundamentals-neutral-analysts-2508/