Illinois Municipal Retirement Fund Boosts Stock Holdings in Dollar General Corporation $DG

Illinois Municipal Retirement Fund boosted its position in Dollar General Corporation (NYSE:DG) by 5.2% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 184,022 shares of the company’s stock after purchasing an additional 9,039 shares during the period. Illinois Municipal Retirement Fund’s holdings in Dollar General were worth $24,433,000 as of its most recent SEC filing.

Several other institutional investors have also bought and sold shares of the company. Calamos Advisors LLC raised its holdings in Dollar General by 32.9% during the 4th quarter. Calamos Advisors LLC now owns 245,473 shares of the company’s stock valued at $32,591,000 after acquiring an additional 60,746 shares during the period. Park Capital Management LLC WI bought a new stake in Dollar General during the 4th quarter valued at $1,245,000. Westpac Banking Corp raised its holdings in Dollar General by 765.2% during the 3rd quarter. Westpac Banking Corp now owns 9,197 shares of the company’s stock valued at $951,000 after acquiring an additional 8,134 shares during the period. Geode Capital Management LLC raised its holdings in Dollar General by 0.8% during the 4th quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after acquiring an additional 42,936 shares during the period. Finally, Norges Bank bought a new stake in Dollar General during the 4th quarter valued at $133,431,000. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on DG shares. Deutsche Bank Aktiengesellschaft boosted their target price on shares of Dollar General from $110.00 to $114.00 and gave the company a “hold” rating in a report on Thursday, June 4th. Gordon Haskett cut shares of Dollar General from a “buy” rating to a “hold” rating and decreased their price target for the stock from $140.00 to $110.00 in a report on Friday, May 22nd. Guggenheim decreased their price target on shares of Dollar General from $160.00 to $140.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dollar General in a report on Friday, April 10th. Finally, Barclays decreased their price target on shares of Dollar General from $151.00 to $148.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Ten research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $131.27.

Dollar General Trading Up 0.6%

Dollar General stock opened at $110.07 on Thursday. The stock has a market cap of $24.28 billion, a P/E ratio of 15.57, a PEG ratio of 1.67 and a beta of 0.26. Dollar General Corporation has a fifty-two week low of $95.11 and a fifty-two week high of $158.23. The firm’s fifty day moving average price is $113.30 and its 200-day moving average price is $128.90. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.25 and a current ratio of 1.17.

Dollar General (NYSE:DG) last released its quarterly earnings results on Tuesday, June 2nd. The company reported $2.00 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.11. The firm had revenue of $10.79 billion for the quarter, compared to analysts’ expectations of $10.81 billion. Dollar General had a net margin of 3.63% and a return on equity of 18.65%. The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.78 earnings per share. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Equities research analysts forecast that Dollar General Corporation will post 7.35 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Tuesday, July 7th will be paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a yield of 2.1%. The ex-dividend date of this dividend is Tuesday, July 7th. Dollar General’s dividend payout ratio is currently 33.38%.

Key Dollar General News

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

• Positive Sentiment: Dollar General’s profitable same-day delivery business is reportedly strong enough to support a pilot subscription program, suggesting a potentially higher-margin way to monetize e-commerce demand. Dollar General’s profitable delivery business spurs subscription pilot
• Positive Sentiment: Recent coverage highlighted stronger Q1 same-store sales, driven by higher traffic and positive comps across categories, reinforcing the view that Dollar General’s value proposition is resonating with customers. Dollar General’s Same-Store Sales Strength Suggests More Growth Ahead
• Positive Sentiment: The company’s strong Q1 beat, raised full-year guidance, and dividend declaration continue to support sentiment around earnings momentum and shareholder returns. What Dollar General (DG)’s Strong Q1 Beat, Guidance Hike and Dividend Move Means For Shareholders
• Neutral Sentiment: Loop Capital raised several long-range earnings estimates for Dollar General, but kept a Hold rating and a $115 target, which suggests the brokerage sees steady improvement but not a major re-rating yet.
• Neutral Sentiment: Wolfe Research and Gordon Haskett also made mixed forecast changes, with some longer-term estimates lowered and others left more favorable; overall, the revisions point to a still-cautious but stable outlook for DG’s earnings trajectory.
• Neutral Sentiment: Dollar General has also been mentioned in several “value stock” and “non-tech stock” idea lists, which may add to investor interest but is not a direct catalyst.

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.