Optimize Financial Inc Makes New Investment in Dollar General Corporation $DG

Optimize Financial Inc acquired a new position in Dollar General Corporation (NYSE:DG) during the third quarter, according to its most recent 13F filing with the SEC. The firm acquired 5,474 shares of the company’s stock, valued at approximately $566,000.

A number of other institutional investors have also modified their holdings of DG. Arrowstreet Capital Limited Partnership lifted its position in Dollar General by 116.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock valued at $310,538,000 after buying an additional 1,458,093 shares in the last quarter. Norges Bank acquired a new stake in shares of Dollar General in the second quarter worth $154,371,000. Massachusetts Financial Services Co. MA raised its stake in shares of Dollar General by 15,369.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 1,219,179 shares of the company’s stock valued at $139,450,000 after acquiring an additional 1,211,298 shares during the period. Laurel Wealth Advisors LLC lifted its holdings in shares of Dollar General by 10,936.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,204,193 shares of the company’s stock valued at $137,736,000 after acquiring an additional 1,193,282 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main boosted its position in Dollar General by 845.0% during the 2nd quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 1,178,232 shares of the company’s stock worth $134,766,000 after purchasing an additional 1,053,555 shares during the period. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Analysts Set New Price Targets

DG has been the topic of several research reports. BMO Capital Markets raised their price objective 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. Piper Sandler increased their target price on Dollar General from $117.00 to $129.00 and gave the company a “neutral” rating in a research note on Friday, December 5th. UBS Group raised their target price on Dollar General from $135.00 to $143.00 and gave the company a “buy” rating in a report on Friday, December 5th. Evercore ISI upped their price target on Dollar General from $143.00 to $145.00 and gave the stock an “in-line” rating in a report on Tuesday. Finally, Telsey Advisory Group reaffirmed a “market perform” rating and issued a $130.00 price objective (up previously from $123.00) on shares of Dollar General in a research report on Thursday, December 4th. Fourteen investment analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat.com, Dollar General presently has an average rating of “Hold” and an average price target of $141.35.

Key Dollar General News

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 Price Performance

Shares of NYSE DG opened at $148.06 on Wednesday. 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 Corporation has a fifty-two week low of $70.01 and a fifty-two week high of $154.75. The business has a 50 day moving average price of $136.15 and a two-hundred day moving average price of $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.

Dollar General (NYSE:DG) last released its earnings results on Thursday, December 4th. The company reported $1.28 EPS for the quarter, beating the consensus estimate of $0.95 by $0.33. The company had revenue of $10.65 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business’s revenue was up 4.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.89 EPS. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. Sell-side analysts expect that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The business also recently disclosed 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 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend was Tuesday, January 6th. Dollar General’s dividend payout ratio (DPR) is currently 40.76%.

Insider Buying and Selling

In other news, EVP Roderick J. West sold 2,282 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $133.35, for a total transaction of $304,304.70. Following the transaction, the executive vice president owned 36,108 shares of the company’s stock, valued at approximately $4,815,001.80. This trade represents a 5.94% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CAO Anita C. Elliott sold 2,516 shares of Dollar General stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $132.52, for a total value of $333,420.32. Following the completion of the transaction, the chief accounting officer owned 29,344 shares of the company’s stock, valued at $3,888,666.88. This trade represents a 7.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 58,673 shares of company stock worth $7,713,389. 0.56% of the stock is currently owned by insiders.

About Dollar General

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.