Handelsbanken Fonder AB trimmed its stake in shares of Dollar General Corporation (NYSE:DG – Free Report) by 10.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 114,045 shares of the company’s stock after selling 13,007 shares during the quarter. Handelsbanken Fonder AB’s holdings in Dollar General were worth $15,142,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Resona Asset Management Co. Ltd. raised its position in shares of Dollar General by 1.5% during the 4th quarter. Resona Asset Management Co. Ltd. now owns 76,443 shares of the company’s stock worth $10,207,000 after purchasing an additional 1,116 shares during the period. Ironwood Investment Counsel LLC increased its position in Dollar General by 0.7% in the 4th quarter. Ironwood Investment Counsel LLC now owns 39,988 shares of the company’s stock valued at $5,309,000 after acquiring an additional 261 shares during the period. Spectrum Strategic Capital Management LLC acquired a new stake in Dollar General in the 4th quarter valued at approximately $638,000. TD Private Client Wealth LLC increased its position in Dollar General by 17.3% in the 4th quarter. TD Private Client Wealth LLC now owns 14,967 shares of the company’s stock valued at $1,987,000 after acquiring an additional 2,211 shares during the period. Finally, Mission Wealth Management LP acquired a new stake in Dollar General in the 4th quarter valued at approximately $353,000. 91.77% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting Dollar General
Here are the key news stories impacting Dollar General this week:
- Positive Sentiment: Zacks highlighted Dollar General as a potential earnings beat candidate, citing its strong history of surprising to the upside and a favorable setup in its next quarterly report. Will Dollar General (DG) Beat Estimates Again in Its Next Earnings Report?
- Positive Sentiment: HSBC raised its FY2027 EPS estimate for Dollar General to $7.32 from $7.29, which signals modestly improved longer-term profit expectations. HSBC estimate updates for Dollar General
- Positive Sentiment: Multiple articles also framed DG as a value stock, suggesting investors may see support from its lower valuation after recent weakness. Assessing Dollar General (DG) Valuation After Recent Share Price Weakness
- Neutral Sentiment: HSBC and KeyCorp mainly made small forecast revisions for 2027 earnings, with no major change to their overall stance; that keeps sentiment mixed rather than strongly directional. Analyst estimate changes for Dollar General
- Neutral Sentiment: Recent coverage of digital initiatives and customer-experience awards may support the long-term investment story, but it does not appear to be a near-term stock-moving catalyst. Dollar General Awards Spotlight Digital Push As Shares Trade Below Targets
- Negative Sentiment: Valuation-focused coverage noted that Dollar General’s shares have fallen sharply over the past month and quarter, reflecting weaker momentum and investor caution. Assessing Dollar General (DG) Valuation After Recent Share Price Weakness
- Negative Sentiment: Rothschild & Co Redburn reportedly lowered its price target to $90, indicating at least some analysts remain skeptical about near-term upside. Dollar General (NYSE:DG) Price Target Lowered to $90.00 at Rothschild & Co Redburn
Dollar General Stock Performance
Dollar General (NYSE:DG – Get Free Report) last issued its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36. The firm had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The firm’s quarterly revenue was up 5.9% on a year-over-year basis. During the same period last year, the company posted $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Research analysts forecast that Dollar General Corporation will post 7.28 EPS for the current fiscal year.
Dollar General Announces Dividend
The company also recently declared a quarterly dividend, which was paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th were paid a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date of this dividend was Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is presently 34.45%.
Wall Street Analyst Weigh In
Several analysts recently commented on DG shares. Loop Capital raised their target price on Dollar General from $120.00 to $145.00 and gave the company a “hold” rating in a research report on Friday, February 6th. Sanford C. Bernstein lowered their target price on Dollar General from $150.00 to $146.00 and set an “outperform” rating on the stock in a research report on Wednesday, March 25th. Evercore lowered their target price on Dollar General from $145.00 to $144.00 in a research report on Tuesday, March 3rd. Wolfe Research restated an “outperform” rating and issued a $165.00 target price on shares of Dollar General in a research report on Thursday, March 12th. Finally, UBS Group restated a “buy” rating and issued a $163.00 target price on shares of Dollar General in a research report on Monday, March 16th. Thirteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $143.62.
Check Out Our Latest Report on Dollar General
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.
Recommended Stories
- Five stocks we like better than Dollar General
- From Zepbound to Foundayo: Lilly’s Latest Results Support Oral GLP-1 Outlook
- AI Consolidation Begins: Blackstone & Google Forge an AI Empire
- USA Rare Earth Posts Strong Q1 2026 as Massive Serra Vera Deal Looms
- 3 Space Infrastructure Stocks Gaining Momentum Ahead of the SpaceX IPO
Want to see what other hedge funds are holding DG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dollar General Corporation (NYSE:DG – Free Report).
Receive News & Ratings for Dollar General Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Dollar General and related companies with MarketBeat.com's FREE daily email newsletter.
