Allianz Asset Management GmbH Acquires 320,052 Shares of Dollar General Corporation $DG

Allianz Asset Management GmbH lifted its holdings in Dollar General Corporation (NYSE:DG) by 39.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,125,697 shares of the company’s stock after acquiring an additional 320,052 shares during the period. Allianz Asset Management GmbH’s holdings in Dollar General were worth $149,459,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also recently made changes to their positions in DG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Dollar General by 4.7% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock worth $2,314,000 after acquiring an additional 1,185 shares in the last quarter. NewEdge Advisors LLC raised its position in shares of Dollar General by 12.3% in the 1st quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock worth $919,000 after acquiring an additional 1,148 shares in the last quarter. Woodline Partners LP raised its position in shares of Dollar General by 40.7% in the 1st quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock worth $1,634,000 after acquiring an additional 5,373 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in Dollar General in the 2nd quarter valued at about $211,000. Finally, Jump Financial LLC bought a new stake in Dollar General in the 2nd quarter valued at about $209,000. 91.77% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of analysts recently commented on the company. Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $149.00 target price on shares of Dollar General in a research report on Wednesday, June 3rd. Truist Financial boosted their target price on Dollar General from $109.00 to $114.00 and gave the company a “hold” rating in a research report on Tuesday, June 2nd. Morgan Stanley cut their price target on Dollar General from $150.00 to $132.00 and set an “equal weight” rating for the company in a research note on Wednesday, June 3rd. HSBC cut their target price on Dollar General from $141.00 to $125.00 and set a “hold” rating on the stock in a research note on Wednesday, June 3rd. Finally, Wall Street Zen downgraded Dollar General from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Ten investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $131.27.

Dollar General News Roundup

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

• Positive Sentiment: Dollar General’s Q1 results topped EPS expectations, and management raised full-year 2026 guidance for net sales and diluted EPS, signaling confidence in the company’s outlook. The board also approved a quarterly dividend, which can support investor sentiment. What Dollar General (DG)’s Strong Q1 Beat, Guidance Hike and Dividend Move Means For Shareholders
• Positive Sentiment: Same-store sales rose 2% in Q1, driven by higher traffic and broad-based category strength, which suggests Dollar General’s value-focused model is still resonating with customers and may support additional growth. Dollar General’s Same-Store Sales Strength Suggests More Growth Ahead
• Positive Sentiment: Analysts and market commentary highlighted Dollar General as a defensive, non-tech stock pick and noted strong trading-day performance versus peers, adding a near-term valuation and momentum tailwind. Want to Avoid the Whipsawing Tech Stocks? Dollar General and 7 Others to Buy.
• Neutral Sentiment: Commentary around the earnings call focused on solid execution and traffic gains, but also noted that the market remains concerned about competition and external pressures, which keeps sentiment mixed. 5 Insightful Analyst Questions From Dollar General’s Q1 Earnings Call
• Neutral Sentiment: One article noted that analysts remain divided on Dollar General, reflecting a split view on the stock’s upside after the latest earnings and guidance update. Analysts Conflicted on These Consumer Goods Names: Dollar General (DG) and Natural Grocers (NGVC)
• Positive Sentiment: Fast-delivery capabilities and improving fulfillment metrics are helping lift sales, showing that operational initiatives are contributing to growth. Dollar General’s fast delivery offering helps lift sales

Dollar General Trading Up 2.4%

NYSE:DG opened at $109.34 on Wednesday. The company has a market cap of $24.12 billion, a P/E ratio of 15.46, a P/E/G ratio of 1.63 and a beta of 0.26. The stock’s fifty day moving average price is $113.45 and its two-hundred day moving average price is $128.83. Dollar General Corporation has a 1 year low of $95.11 and a 1 year high of $158.23. The company has a debt-to-equity ratio of 0.52, a current ratio of 1.17 and a quick ratio of 0.25.

Dollar General (NYSE:DG) last posted its earnings results on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.89 by $0.11. The firm had revenue of $10.79 billion for the quarter, compared to the consensus estimate of $10.81 billion. Dollar General had a return on equity of 18.65% and a net margin of 3.63%.The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.78 earnings per share. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. As a group, analysts expect that Dollar General Corporation will post 7.33 EPS for the current year.

Dollar General Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Shareholders of record on Tuesday, July 7th will be given a dividend of $0.59 per share. The ex-dividend date is Tuesday, July 7th. This represents a $2.36 annualized dividend and a dividend yield of 2.2%. Dollar General’s dividend payout ratio is currently 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.