Swiss National Bank Lowers Position in Dollar General Corporation $DG

Swiss National Bank cut its stake in shares of Dollar General Corporation (NYSE:DG) by 4.7% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 634,300 shares of the company’s stock after selling 31,500 shares during the period. Swiss National Bank owned about 0.29% of Dollar General worth $65,555,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. raised its holdings in shares of Dollar General by 0.3% in the third quarter. Vanguard Group Inc. now owns 26,896,503 shares of the company’s stock valued at $2,779,754,000 after purchasing an additional 78,854 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in Dollar General by 116.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after buying an additional 1,458,093 shares during the last quarter. Baupost Group LLC MA raised its holdings in shares of Dollar General by 26.7% in the 2nd quarter. Baupost Group LLC MA now owns 2,666,876 shares of the company’s stock worth $305,037,000 after purchasing an additional 562,000 shares during the period. Dimensional Fund Advisors LP raised its stake in shares of Dollar General by 31.0% in the third quarter. Dimensional Fund Advisors LP now owns 2,596,250 shares of the company’s stock valued at $268,313,000 after buying an additional 614,373 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in Dollar General by 4.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,778,479 shares of the company’s stock valued at $203,422,000 after purchasing an additional 70,588 shares during the last quarter. Institutional investors own 91.77% of the company’s stock.

Trending Headlines about Dollar General

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

• Positive Sentiment: Dollar General posted a Q4 earnings beat — $1.93 EPS vs. $1.57 expected — and revenue of $10.91B that topped estimates; same-store sales rose 4.3% and operating profit jumped sharply. These results point to improved margin traction and execution. Press Release
• Positive Sentiment: Research support — Wolfe Research raised its price target to $165, signaling some analyst confidence in DG’s outlook despite mixed forward commentary. Wolfe Research Raises PT
• Positive Sentiment: Longer-term performance: DG has outpaced the Dow over the past year, suggesting investor appetite for discount-retailer exposure as consumers seek value. Is DG Outperforming the Dow?
• Neutral Sentiment: Macro/theme coverage notes that discount-retailer ETFs and value-focused names could benefit from budget-conscious consumers — a sector tailwind that may support DG over time. ETFs That Could Benefit
• Neutral Sentiment: Pre-market and analyst chatter (calls, watchlists) increased ahead of the report — heightened attention can amplify intraday moves but doesn’t change fundamentals. Stocks to Watch
• Negative Sentiment: Guidance worry — Dollar General forecast annual comparable sales below Wall Street estimates and noted customers shifting to Walmart and online for better deals; that guidance is the primary driver of today’s weakness. DG Forecasts Sales Below Estimates
• Negative Sentiment: Mixed analyst view — Telsey reaffirmed a “Market Perform” rating, underscoring cautious sentiment among some sell-side analysts despite the beat. Telsey Reaffirms Rating

Insider Activity at Dollar General

In related news, CAO Anita C. Elliott sold 2,516 shares of the company’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $132.52, for a total value of $333,420.32. Following the completion of the transaction, the chief accounting officer directly owned 29,344 shares in the company, valued at approximately $3,888,666.88. The trade was a 7.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Roderick J. West sold 2,282 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $133.35, for a total value of $304,304.70. Following the completion of the transaction, the executive vice president directly owned 36,108 shares in the company, valued at approximately $4,815,001.80. This represents a 5.94% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 22,074 shares of company stock worth $2,972,288. Corporate insiders own 0.56% of the company’s stock.

Dollar General Stock Down 0.9%

Shares of NYSE DG opened at $144.70 on Thursday. 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 50-day moving average of $147.75 and a 200-day moving average of $123.40. The firm has a market capitalization of $31.85 billion, a price-to-earnings ratio of 24.99, a PEG ratio of 2.41 and a beta of 0.23. Dollar General Corporation has a 12 month low of $74.67 and a 12 month high of $158.23.

Dollar General (NYSE:DG) last announced its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The business had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Sell-side analysts expect that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

DG has been the topic of several recent research reports. UBS Group restated a “buy” rating and set a $168.00 target price on shares of Dollar General in a research report on Friday, February 6th. Wolfe Research raised their price objective on shares of Dollar General from $159.00 to $165.00 in a research report on Monday. JPMorgan Chase & Co. boosted their price objective on shares of Dollar General from $166.00 to $170.00 and gave the company an “overweight” rating in a research note on Friday, January 9th. Morgan Stanley upped their target price on shares of Dollar General from $135.00 to $160.00 and gave the stock an “equal weight” rating in a report on Thursday, January 15th. Finally, Daiwa Securities Group raised their price target on shares of Dollar General from $113.00 to $130.00 and gave the company a “neutral” rating in a report on Monday, December 8th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has an average rating of “Hold” and an average price target of $146.15.

Dollar General 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.