Dollar General Corporation $DG Shares Bought by National Pension Service

National Pension Service raised its holdings in Dollar General Corporation (NYSE:DG) by 323.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 21,296 shares of the company’s stock after purchasing an additional 16,268 shares during the period. National Pension Service’s holdings in Dollar General were worth $2,201,000 at the end of the most recent reporting period.

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

Insider Buying and Selling at Dollar General

In other news, EVP Carman R. Wenkoff sold 19,166 shares of the business’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $132.01, for a total transaction of $2,530,103.66. Following the completion of the sale, the executive vice president owned 43,179 shares in the company, valued at approximately $5,700,059.79. The trade was a 30.74% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Rhonda Taylor sold 7,500 shares of the firm’s 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 completion of the transaction, the executive vice president owned 73,492 shares in the company, valued at $9,913,335.88. The trade was a 9.26% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 58,673 shares of company stock worth $7,713,389. Company insiders own 0.56% of the company’s stock.

Analyst Ratings Changes

DG has been the topic of several analyst reports. Wall Street Zen raised shares of Dollar General from a “hold” rating to a “buy” rating in a research note on Saturday, December 6th. Deutsche Bank Aktiengesellschaft raised shares of Dollar General from a “hold” rating to a “buy” rating and set a $170.00 price objective on the stock in a research note on Thursday, January 8th. Daiwa Capital Markets raised their target price on shares of Dollar General from $113.00 to $130.00 and gave the stock a “neutral” rating in a research report on Monday, December 8th. Oppenheimer boosted 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, Telsey Advisory Group reissued a “market perform” rating and set a $130.00 price target (up previously from $123.00) on shares of Dollar General in a research note on Thursday, December 4th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $141.35.

Dollar General Stock Up 3.2%

Shares of DG opened at $148.06 on Wednesday. Dollar General Corporation has a fifty-two week low of $70.01 and a fifty-two week high of $154.75. The company’s fifty day moving average is $136.15 and its two-hundred day moving average is $116.38. The firm has a market cap of $32.59 billion, a PE ratio of 25.57, a price-to-earnings-growth ratio of 2.39 and a beta of 0.25. 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 released its quarterly earnings data on Thursday, December 4th. The company reported $1.28 EPS for the quarter, topping 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 prior year, the firm posted $0.89 EPS. The business’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. Analysts forecast that Dollar General Corporation will post 5.75 earnings per share for the current year.

Dollar General Dividend Announcement

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

Key Stories 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 Company 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.