Victory Capital Management Inc. Reduces Stock Position in Dollar General Corporation $DG

Victory Capital Management Inc. cut its position in shares of Dollar General Corporation (NYSE:DG) by 50.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 109,614 shares of the company’s stock after selling 112,210 shares during the quarter. Victory Capital Management Inc.’s holdings in Dollar General were worth $11,329,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC purchased a new position in Dollar General during the second quarter valued at $25,000. Caldwell Trust Co bought a new stake in Dollar General during the second quarter valued at about $25,000. Atlantic Union Bankshares Corp purchased a new position in shares of Dollar General during the 2nd quarter valued at about $26,000. Root Financial Partners LLC purchased a new position in shares of Dollar General during the 3rd quarter valued at about $26,000. Finally, Peoples Financial Services CORP. bought a new position in shares of Dollar General during the 3rd quarter valued at approximately $35,000. 91.77% of the stock is currently owned by institutional investors.

Dollar General Stock Performance

Shares of DG stock opened at $144.70 on Thursday. The firm has a market cap 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 52-week low of $74.67 and a 52-week high of $158.23. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63. The company’s 50 day moving average is $147.75 and its 200 day moving average is $123.40.

Dollar General (NYSE:DG) last issued its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business had revenue of $10.91 billion during 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. On average, sell-side analysts anticipate that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Analysts Set New Price Targets

DG has been the topic of a number of recent analyst reports. Wells Fargo & Company raised their target price on shares of Dollar General from $115.00 to $125.00 and gave the stock an “equal weight” rating in a research note on Friday, December 19th. Jefferies Financial Group raised their price objective on shares of Dollar General from $165.00 to $178.00 in a research report on Wednesday, February 25th. BMO Capital Markets increased their price target on Dollar General from $130.00 to $145.00 and gave the stock a “market perform” rating in a research note on Friday, February 13th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Dollar General in a report on Monday, December 29th. Finally, The Goldman Sachs Group raised shares of Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. 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. According to MarketBeat, the company presently has an average rating of “Hold” and an average price target of $146.15.

Insider Activity at Dollar General

In other news, EVP Roderick J. West sold 2,282 shares of Dollar General stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the sale, the executive vice president directly owned 36,108 shares of the company’s stock, valued at $4,815,001.80. The trade was a 5.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $132.52, for a total transaction of $333,420.32. Following the transaction, the chief accounting officer owned 29,344 shares in the company, valued at $3,888,666.88. The trade was a 7.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 22,074 shares of company stock worth $2,972,288 over the last 90 days. 0.56% of the stock is owned by insiders.

Key Stories Impacting 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

About Dollar General

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.