New York, Feb 11, 2026, 11:43 (EST) — Regular session
- Dollar General picked up around 0.6% in morning action, echoing the broader risk-on mood at the open.
- Gordon Haskett bumped its price target up to $180, previously $170, while sticking with its buy rating.
- State Street, in an SEC filing, revealed it holds a 5% stake. Attention now turns to U.S. CPI and the next results from DG.
Dollar General stock ticked up roughly 0.6% to $147.11 on Wednesday after Gordon Haskett bumped its price target to $180 from $170, sticking with a buy rating, according to MT Newswires.
Traders scrambled to rethink the U.S. rate outlook after January’s jobs numbers blew past forecasts. Payrolls climbed by 130,000, with unemployment nudging down to 4.3%. “The only jobs being filled in January are in health care and social assistance,” FWDBONDS chief economist Christopher Rupkey noted. Reuters
Dollar General’s core customers feel inflation and wage pressures acutely. The retailer in December bumped up its full-year profit guidance, following a third-quarter earnings beat and a higher outlook for comparable sales. CEO Todd Vasos sounded bullish, saying the company was “well-positioned to increase market share.” Telsey Advisory Group’s Joseph Feldman added: “Everyone is seeking value in this environment.” Reuters
A separate SEC filing shed light on the retailer’s ownership structure. State Street Corp disclosed it owned 11,017,790 shares of Dollar General—about 5% of the company—in a Schedule 13G dated Feb. 9. That form signals the investor is taking a passive approach and isn’t seeking control.
Gordon Haskett slapped a $180 price target on Dollar General, suggesting shares could climb another 22% from where they sit now. Earlier, the stock bounced between $144.68 and $147.27.
Dollar General’s numbers often serve as a barometer for the discount sector, a spot where shoppers tend to stick around when wallets get squeezed. Dollar Tree and Walmart are chasing that same value-driven crowd, each angling for a piece of the low-dollar spend.
The setup isn’t one-sided. Should strong jobs and rising yields continue to push borrowing costs up, low-income households could pull back, putting pressure on sales mix and margins.
Next up, inflation data. The Labor Department releases January consumer prices Friday, Feb. 13 at 8:30 a.m. ET.
Looking ahead, Dollar General’s upcoming earnings—set for March 12, per Investing.com—will give traders another chance to gauge demand and hear what the company expects next.
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