Dollar General price target lowered to $139 from $144 at Truist

Truist lowered the firm’s price target on Dollar General (DG) to $139 from $144 and keeps a Hold rating on the shares. Q4 sales and comps finished roughly in-line with the firm’s estimates, while shrink, damages and higher markups led to some EPS upside, the analyst tells investors in a research note. While the firm remains interested in Dollar General on the long side, its expectation for less margin expansion in 2026, the need to eventually ramp inventory levels, and growing competitive pressures from Walmart (WMT) keeps the firm on the sidelines.