Border to Coast Pensions Partnership Ltd Purchases 134,988 Shares of Dollar General Corporation $DG

Border to Coast Pensions Partnership Ltd raised its position in shares of Dollar General Corporation (NYSE:DG) by 66.1% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 339,166 shares of the company’s stock after purchasing an additional 134,988 shares during the quarter. Border to Coast Pensions Partnership Ltd’s holdings in Dollar General were worth $35,053,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Elevation Point Wealth Partners LLC bought a new stake in Dollar General in the second quarter worth $25,000. Caldwell Trust Co bought a new position in Dollar General during the second quarter valued at $25,000. Atlantic Union Bankshares Corp purchased a new position in shares of Dollar General in the 2nd quarter worth $26,000. Root Financial Partners LLC bought a new stake in shares of Dollar General in the 3rd quarter worth about $26,000. Finally, Peoples Financial Services CORP. bought a new stake in shares of Dollar General in the 3rd quarter worth about $35,000. 91.77% of the stock is owned by hedge funds and other institutional investors.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Jim Cramer publicly endorsed Dollar General, calling it “terrific” and citing a positive personal shopping experience — a high‑profile vote of confidence that can lift retail sentiment and retail investor interest. Jim Cramer on Dollar General
• Positive Sentiment: Zacks highlights DG as a strong value stock using its Style Scores, reinforcing the idea that valuation, combined with steady fundamentals, makes the shares attractive to value-oriented investors. Here’s Why Dollar General is a Strong Value Stock
• Positive Sentiment: Analyses citing margin recovery and improvements in inventory shrink are driving a more bullish valuation narrative — investors are rewarding better profitability and operational fixes that improve earnings visibility. Valuation Check After Margin Recovery
• Positive Sentiment: Management is shifting emphasis from new-store openings to remodels (Project Elevate and Renovate lifts), with ~90% of FY26 projects slated as remodels — a lower‑capital, faster ROI way to boost sales and margins if execution holds. Dollar General Bets on Remodels
• Positive Sentiment: Several bull-case writeups (Yahoo/MSN) outline upside from continued execution and the company’s FY2025 EPS guide, reinforcing buy-side narratives. Dollar General: A Bull Case Theory
• Neutral Sentiment: Dollar General announced a board leadership change with David Rowland named chairman; governance updates can be positive longer term but typically have limited immediate impact on operations. Dollar General appoints David Rowland as new chairman
• Neutral Sentiment: Evercore ISI nudged its price target up to $145 with an “in‑line” rating — a modest target lift that still implies limited near-term upside versus current levels, so watch for further analyst revisions. Price Target Raised by Evercore ISI
• Neutral Sentiment: Minor institutional buying: the State of Wyoming increased its DG stake — a small vote of confidence but not a large directional block trade. State of Wyoming Has $754,000 Stock Position

Analyst Ratings Changes

Several brokerages have weighed in on DG. Evercore ISI boosted their price objective on Dollar General from $143.00 to $145.00 and gave the stock an “in-line” rating in a research note on Tuesday. Deutsche Bank Aktiengesellschaft upgraded 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. Gordon Haskett increased their price target on Dollar General from $150.00 to $170.00 and gave the company a “buy” rating in a report on Tuesday, January 27th. Guggenheim raised their price target on Dollar General from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, Telsey Advisory Group reaffirmed a “market perform” rating and set a $130.00 price objective (up from $123.00) on shares of Dollar General in a research note on Thursday, December 4th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat, Dollar General currently has an average rating of “Hold” and an average price target of $141.35.

Dollar General Stock Up 0.7%

Shares of Dollar General stock opened at $149.09 on Thursday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. The stock has a market cap of $32.82 billion, a price-to-earnings ratio of 25.75, a PEG ratio of 2.46 and a beta of 0.25. The firm’s 50-day moving average is $136.96 and its two-hundred day moving average is $116.60. Dollar General Corporation has a 1 year low of $70.01 and a 1 year high of $154.75.

Dollar General (NYSE:DG) last announced 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 for the quarter, compared to the consensus estimate of $10.60 billion. During the same period last year, the business posted $0.89 EPS. The business’s 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, research analysts expect that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Announces Dividend

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 was Tuesday, January 6th. Dollar General’s dividend payout ratio (DPR) is presently 40.76%.

Insider Buying and Selling at Dollar General

In related news, EVP Bryan D. Wheeler sold 9,776 shares of Dollar General stock in a transaction that occurred on Friday, December 19th. The stock was sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the completion of the transaction, the executive vice president directly owned 22,295 shares in the company, valued at approximately $3,016,959.40. This trade represents a 30.48% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Carman R. Wenkoff sold 19,166 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $132.01, for a total value of $2,530,103.66. Following the transaction, the executive vice president directly owned 43,179 shares of the company’s stock, valued at approximately $5,700,059.79. The trade was a 30.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 58,673 shares of company stock worth $7,713,389. Insiders own 0.56% of the company’s stock.

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.