Picton Mahoney Asset Management Invests $1.05 Million in Dollar General Corporation $DG

Picton Mahoney Asset Management acquired a new stake in Dollar General Corporation (NYSE:DG) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 10,129 shares of the company’s stock, valued at approximately $1,047,000.

A number of other hedge funds have also recently bought and sold shares of DG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Dollar General by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock valued at $2,314,000 after purchasing an additional 1,185 shares in the last quarter. NewEdge Advisors LLC lifted its stake in Dollar General by 12.3% during the first quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock valued at $919,000 after purchasing an additional 1,148 shares during the last quarter. Woodline Partners LP grew its position in Dollar General by 40.7% in the first quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock worth $1,634,000 after buying an additional 5,373 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in Dollar General in the second quarter worth approximately $211,000. Finally, AlphaQuest LLC increased its holdings in shares of Dollar General by 478.8% in the second quarter. AlphaQuest LLC now owns 903 shares of the company’s stock valued at $103,000 after buying an additional 747 shares in the last quarter. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Price Performance

Shares of NYSE:DG opened at $146.48 on Friday. The firm has a market cap of $32.24 billion, a price-to-earnings ratio of 25.30, a P/E/G ratio of 2.50 and a beta of 0.23. Dollar General Corporation has a 1 year low of $73.60 and a 1 year high of $158.23. The company has a current ratio of 1.17, a quick ratio of 0.24 and a debt-to-equity ratio of 0.63. The business has a fifty day simple moving average of $146.98 and a 200 day simple moving average of $122.42.

Dollar General (NYSE:DG) last issued its earnings results on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.33. The company had revenue of $10.65 billion for the quarter, compared to analyst estimates of $10.60 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business’s revenue was up 4.6% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.89 EPS. As a group, sell-side analysts predict that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on DG shares. Telsey Advisory Group restated a “market perform” rating and issued a $130.00 target price (up from $123.00) on shares of Dollar General in a report on Thursday, December 4th. Oppenheimer increased their price target on Dollar General from $145.00 to $170.00 and gave the company an “outperform” rating in a research report on Tuesday, February 24th. Loop Capital boosted their price objective on Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Raymond James Financial reiterated an “outperform” rating and issued a $135.00 target price on shares of Dollar General in a report on Friday, December 5th. Finally, Truist Financial set a $144.00 price target on shares of Dollar General in a report on Friday, January 16th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dollar General has a consensus rating of “Hold” and a consensus target price of $145.81.

Dollar General News Summary

Here are the key news stories impacting Dollar General this week:

• Positive Sentiment: Analysts and earnings previews expect a likely beat — recent previews (Zacks / Yahoo coverage) argue DG has the mix of stable traffic, margin levers and conservative street estimates to deliver an upside to consensus. This supports the case for buying on any post-earnings upside. Dollar General (DG) Expected to Beat Earnings Estimates
• Positive Sentiment: Street analyst interest remains supportive — several firms have recent buy/overweight notes and raised price targets, indicating upside expectations that can limit downside if results meet or beat views. Dollar General slides 4.5% as traders de-risk
• Neutral Sentiment: Upcoming earnings date is a near-term catalyst — the scheduled March 12 release is likely driving positioning and volatility as investors hedge or reduce exposure ahead of the print. Dollar General (DG) to Release Earnings on Thursday
• Neutral Sentiment: Valuation and recent run-up are under review — coverage asking whether DG is still attractively priced after a large one‑year rally is prompting some investors to reassess position sizing. This is informational rather than a fresh fundamental change. Is It Too Late To Consider Dollar General (DG)?
• Negative Sentiment: Technical and positioning-driven selling — short‑term profit‑taking and “de‑risking” ahead of earnings, plus recent overbought technical readings, appear to have amplified the pullback; that dynamic can continue until the earnings print reduces uncertainty. Dollar General slides 4.5% as traders de-risk
• Negative Sentiment: Insider selling and mixed institutional flows raise caution — recent disclosed insider sales and large, mixed institutional rebalancing may weigh on sentiment until fundamentals (same‑store sales, margins) are confirmed by results. Dollar General slides 4.5% as traders de-risk

Insider Transactions at Dollar General

In other news, EVP Bryan D. Wheeler sold 9,776 shares of the firm’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the transaction, the executive vice president owned 22,295 shares in the company, valued at approximately $3,016,959.40. This trade represents a 30.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CAO Anita C. Elliott sold 2,516 shares of Dollar General stock in a transaction on Friday, December 12th. The shares were sold at an average price of $132.52, for a total transaction of $333,420.32. Following the completion of the sale, the chief accounting officer directly owned 29,344 shares of the company’s stock, valued at approximately $3,888,666.88. The trade was a 7.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 58,673 shares of company stock valued at $7,713,389 in the last ninety days. 0.56% of the stock is currently owned by insiders.

Dollar General Company Profile

Dollar General Corporation is a U.S.-based variety and discount retailer operating a large network of small-format stores that serve primarily rural and suburban communities. The company is publicly traded on the New York Stock Exchange under the ticker DG and is headquartered in the Nashville/Goodlettsville, Tennessee area. Founded in 1939, Dollar General has grown from a regional operation into one of the nation’s prominent low-price retailers focused on convenience and value.

Dollar General’s stores offer a wide assortment of everyday consumables and household goods, including food and beverage items, cleaning supplies, health and beauty products, paper goods, apparel basics, seasonal merchandise and small household items.