Independent Advisor Alliance lifted its stake in Dollar General Corporation (NYSE:DG – Free Report) by 169.2% during the third quarter, HoldingsChannel.com reports. The firm owned 10,115 shares of the company’s stock after purchasing an additional 6,358 shares during the quarter. Independent Advisor Alliance’s holdings in Dollar General were worth $1,045,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DG. Elevation Point Wealth Partners LLC bought a new stake in Dollar General in the second quarter worth $25,000. Caldwell Trust Co purchased a new position in shares of Dollar General in the 2nd quarter worth about $25,000. Atlantic Union Bankshares Corp purchased a new position in shares of Dollar General in the 2nd quarter worth about $26,000. Root Financial Partners LLC bought a new position in Dollar General in the 3rd quarter worth about $26,000. Finally, Peoples Financial Services CORP. purchased a new stake in Dollar General during the 3rd quarter valued at about $35,000. Institutional investors own 91.77% of the company’s stock.
Insiders Place Their Bets
In other news, EVP Tracey N. Herrmann sold 12,583 shares of Dollar General stock in a transaction on Wednesday, December 10th. The shares were sold at an average price of $125.07, for a total transaction of $1,573,755.81. Following the transaction, the executive vice president owned 30,948 shares in the company, valued at $3,870,666.36. This trade represents a 28.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CAO Anita C. Elliott sold 2,516 shares of the business’s 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 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. In the last ninety days, insiders sold 58,673 shares of company stock valued at $7,713,389. 0.56% of the stock is currently owned by corporate insiders.
Dollar General Stock Up 3.2%
Dollar General (NYSE:DG – Get Free Report) last released its quarterly earnings results on Thursday, December 4th. The company reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.33. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business had revenue of $10.65 billion during the quarter, compared to the consensus estimate of $10.60 billion. During the same period in the previous year, the company posted $0.89 EPS. The business’s quarterly revenue was up 4.6% compared to the same quarter last year. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. As a group, sell-side analysts predict that Dollar General Corporation will post 5.75 EPS for the current year.
Dollar General Announces Dividend
The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 6th were issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend was Tuesday, January 6th. Dollar General’s dividend payout ratio is currently 40.76%.
Wall Street Analyst Weigh In
Several brokerages recently weighed in on DG. Weiss Ratings reissued a “hold (c-)” rating on shares of Dollar General in a research report on Monday, December 29th. Daiwa Capital Markets increased their target price on Dollar General from $113.00 to $130.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. JPMorgan Chase & Co. boosted their price target on Dollar General from $166.00 to $170.00 and gave the stock an “overweight” rating in a research note on Friday, January 9th. Oppenheimer upped their price target on Dollar General from $138.00 to $145.00 and gave the company an “outperform” rating in a report on Friday, December 5th. Finally, Sanford C. Bernstein increased their price objective on Dollar General from $141.00 to $150.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $141.35.
Read Our Latest Stock Analysis on Dollar General
Key Headlines Impacting Dollar General
Here are the key news stories impacting Dollar General this week:
- Positive Sentiment: Board leadership clarified as Dollar General named David Rowland its new chairman, replacing longtime director Warren F. Bryant; the move reduces governance uncertainty and is being viewed favorably by investors. Dollar General appoints David Rowland as new chairman
- Positive Sentiment: Analysts and market write-ups point to margin recovery and shrink improvements as reasons for renewed investor optimism and a higher implied valuation — supporting multiple expansion after recent operational fixes. Dollar General (DG) Valuation Check After Margin Recovery And Shrink Improvements Fuel Investor Optimism
- Positive Sentiment: Management is shifting growth focus from new-store builds to remodels (Project Elevate & Renovate), with ~90% of FY2026 remodel projects — a capital-efficient way to lift comp sales and returns on invested capital. Dollar General Bets on Remodels as Its Next Growth Engine
- Positive Sentiment: DG was added to a Zacks “Best Growth Stocks” list (Zacks Rank #1), which can attract more attention from growth-focused investors and funds. Best Growth Stocks to Buy for February 2nd
- Neutral Sentiment: Evercore ISI raised its price target slightly (to $145) but kept an “in-line” rating, a modest analyst action that provides limited upside conviction relative to the current market price. Dollar General price target raised by Evercore ISI
- Neutral Sentiment: State of Wyoming increased its DG stake (small size), a routine institutional filing that signals incremental investor interest but is not material to market supply/demand. State of Wyoming Has $754,000 Stock Position in Dollar General Corporation $DG
- Neutral Sentiment: Coverage pieces offering a “bull case” narrative are circulating, helpful for sentiment but opinion-driven rather than news-changing. Dollar General Corporation (DG): A bull case theory
- Neutral Sentiment: Retail trackers show Dollar General among retailers planning many openings in 2026, reinforcing long-term footprint growth but with typical execution and capex considerations. Here are the retailers with the most store openings and closures planned for 2026
- Negative Sentiment: A recent pricing settlement has refocused investor attention on compliance and store execution risks; potential remediation costs and operational changes are negatives that could pressure margins if material. Dollar General Pricing Settlement Puts Compliance And Store Execution In Focus
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.
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