Baillie Gifford & Co. Sells 108,416 Shares of Dollar General Corporation $DG

Baillie Gifford & Co. lowered its stake in Dollar General Corporation (NYSE:DG) by 3.2% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 3,247,432 shares of the company’s stock after selling 108,416 shares during the period. Baillie Gifford & Co.’s holdings in Dollar General were worth $335,622,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in Dollar General by 1.5% in the second quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company’s stock valued at $3,067,403,000 after purchasing an additional 384,447 shares during the last quarter. Arrowstreet Capital Limited Partnership increased its stake in shares of Dollar General by 116.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after buying an additional 1,458,093 shares during the period. Baupost Group LLC MA raised its holdings in Dollar General by 26.7% during the 2nd quarter. Baupost Group LLC MA now owns 2,666,876 shares of the company’s stock valued at $305,037,000 after buying an additional 562,000 shares during the last quarter. Charles Schwab Investment Management Inc. boosted its position in Dollar General by 4.1% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 1,778,479 shares of the company’s stock valued at $203,422,000 after buying an additional 70,588 shares during the period. Finally, Russell Investments Group Ltd. grew its holdings in Dollar General by 3.0% in the 2nd quarter. Russell Investments Group Ltd. now owns 1,513,611 shares of the company’s stock worth $173,130,000 after acquiring an additional 43,602 shares during the last quarter. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft upgraded shares of Dollar General from a “hold” rating to a “buy” rating and set a $170.00 target price for the company in a report on Thursday, January 8th. BMO Capital Markets upped their price target on Dollar General from $115.00 to $130.00 and gave the company a “market perform” rating in a research report on Friday, December 5th. Wall Street Zen upgraded Dollar General from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Citigroup upped their target price on Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a report on Monday, December 8th. Finally, Truist Financial set a $144.00 price target on shares of Dollar General in a report on Friday, January 16th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $140.19.

Dollar General News Summary

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

• Positive Sentiment: Expanded same‑day delivery — Dollar General has rolled out myDG Delivery to 17,000+ stores with 1‑hour service, deepening its digital link to rural shoppers, which should help basket size and frequency. Dollar General Enhances Shopping Speed With Expanded myDG Delivery
• Positive Sentiment: Promotional push and free‑delivery trial — DG is offering one free myDG Delivery order (promotion through Feb. 28) to drive adoption of same‑day commerce, a direct sales lift and customer acquisition lever. Dollar General Launches Promotion for Same-Day Delivery Service
• Positive Sentiment: Analyst momentum / buy lists — Zacks included DG on lists highlighting momentum and named it a Zacks Rank #1 (Strong Buy) growth stock, which can attract buy‑side attention and support the stock. Best Growth Stocks to Buy for January 23rd
• Positive Sentiment: Technical/momentum signal — DG was flagged among stocks trading near 52‑week highs with upside potential, reinforcing positive price momentum for momentum‑driven investors. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Analyst commentary roundup — Recent analyst notes discuss DG alongside peers, offering mixed operational takeaways but no major revisions yet; useful for context but not an immediate catalyst. Analysts Offer Insights on Consumer Goods Companies: Dollar General (DG) and Simply Good Foods (SMPL)
• Neutral Sentiment: Mention in REIT coverage — Realty Income commentary cites DG as a key essential‑retailer tenant, underscoring DG’s defensive retail footprint but offering indirect impact on DG’s share moves. Realty Income: The Monthly Paycheck Winner of 2026
• Negative Sentiment: Earnings risk ahead — Analysts expect a single‑digit decline in Q4 earnings, and an upcoming earnings release is a near‑term catalyst that could reverse optimism if results or guidance disappoint. What You Need To Know Ahead of Dollar General’s Earnings Release
• Negative Sentiment: Legal/settlement cost — Dollar General agreed to a $15M deceptive‑pricing class‑action settlement; shoppers may get ~$10 each, creating a one‑time cash outflow and a modest reputational headwind. Dollar General Shoppers Maybe Eligible To Receive $10 As Part Of $15 Million ‘Deceptive’ Pricing Class Action Settlement

Insiders Place Their Bets

In other Dollar General news, EVP Carman R. Wenkoff sold 19,166 shares of the firm’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $132.01, for a total transaction of $2,530,103.66. Following the completion of the transaction, the executive vice president owned 43,179 shares of the company’s stock, valued at approximately $5,700,059.79. This trade represents a 30.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Rhonda Taylor sold 7,500 shares of Dollar General stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the transaction, the executive vice president owned 73,492 shares of the company’s stock, valued at $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 58,673 shares of company stock valued at $7,713,389. Insiders own 0.56% of the company’s stock.

Dollar General Trading Up 1.6%

NYSE DG opened at $146.87 on Friday. The firm has a market capitalization of $32.33 billion, a PE ratio of 25.37, a P/E/G ratio of 2.62 and a beta of 0.26. The stock’s 50 day moving average is $130.05 and its 200 day moving average is $114.69. Dollar General Corporation has a twelve month low of $69.32 and a twelve month high of $154.75. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63.

Dollar General (NYSE:DG) last announced its quarterly earnings data on Thursday, December 4th. The company reported $1.28 EPS for the quarter, beating the consensus estimate 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 analyst estimates of $10.60 billion. During the same quarter last year, the firm posted $0.89 earnings per share. The company’s revenue for the quarter was up 4.6% on a year-over-year basis. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. Research analysts forecast that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, January 20th. Investors of record on Tuesday, January 6th were paid a dividend of $0.59 per share. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $2.36 annualized dividend and a yield of 1.6%. Dollar General’s payout ratio is presently 40.76%.

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.