Dollar General Corporation $DG Stock Holdings Lifted by Royal London Asset Management Ltd.

Royal London Asset Management Ltd. lifted its position in Dollar General Corporation (NYSE:DG) by 30.7% in the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 638,681 shares of the company’s stock after acquiring an additional 149,869 shares during the quarter. Royal London Asset Management Ltd. owned approximately 0.29% of Dollar General worth $73,519,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in DG. Parkside Financial Bank & Trust grew its stake in Dollar General by 9.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 808 shares of the company’s stock valued at $107,000 after acquiring an additional 69 shares in the last quarter. BOKF NA lifted its position in shares of Dollar General by 15.2% in the fourth quarter. BOKF NA now owns 554 shares of the company’s stock worth $74,000 after purchasing an additional 73 shares in the last quarter. Strata Wealth Advisors LLC lifted its position in shares of Dollar General by 3.3% in the fourth quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company’s stock worth $314,000 after purchasing an additional 75 shares in the last quarter. Optimize Financial Inc boosted its holdings in shares of Dollar General by 1.4% during the fourth quarter. Optimize Financial Inc now owns 5,550 shares of the company’s stock worth $737,000 after purchasing an additional 76 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC boosted its holdings in shares of Dollar General by 69.3% during the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company’s stock worth $26,000 after purchasing an additional 79 shares during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently commented on DG shares. Morgan Stanley boosted their price target on shares of Dollar General from $132.00 to $145.00 and gave the company an “equal weight” rating in a report on Friday. BMO Capital Markets increased their price objective on Dollar General from $120.00 to $135.00 and gave the stock a “market perform” rating in a report on Friday. Truist Financial lifted their price objective on Dollar General from $109.00 to $114.00 and gave the company a “hold” rating in a research report on Tuesday, June 2nd. Wolfe Research restated an “outperform” rating and issued a $143.00 target price on shares of Dollar General in a research note on Thursday, August 13th. Finally, Freedom Capital downgraded Dollar General from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, June 2nd. Ten equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $134.65.

Key Dollar General News

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

• Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
• Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
• Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
• Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

Dollar General Trading Down 2.6%

Dollar General stock opened at $122.57 on Friday. Dollar General Corporation has a one year low of $95.11 and a one year high of $158.23. The company’s fifty day moving average price is $121.41 and its two-hundred day moving average price is $123.16. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.21 and a quick ratio of 0.25. The company has a market capitalization of $27.04 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 1.78 and a beta of 0.23.

Dollar General (NYSE:DG) last issued its quarterly earnings data on Thursday, August 27th. The company reported $2.48 EPS for the quarter, beating analysts’ consensus estimates of $2.01 by $0.47. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The business had revenue of $11.29 billion for the quarter, compared to analyst estimates of $11.20 billion. During the same quarter in the prior year, the firm posted $1.86 EPS. The firm’s revenue for the quarter was up 5.2% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, analysts forecast that Dollar General Corporation will post 7.9 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, October 20th. Investors of record on Tuesday, October 6th will be given a $0.59 dividend. This represents a $2.36 annualized dividend and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, October 6th. Dollar General’s dividend payout ratio (DPR) is 33.38%.

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.