Dollar General Corporation $DG Position Increased by Assenagon Asset Management S.A.

Assenagon Asset Management S.A. grew its position in Dollar General Corporation (NYSE:DG) by 1,186.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 70,184 shares of the company’s stock after buying an additional 64,730 shares during the quarter. Assenagon Asset Management S.A.’s holdings in Dollar General were worth $7,254,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in DG. Vanguard Group Inc. grew its stake in Dollar General by 1.5% during the 2nd quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company’s stock valued at $3,067,403,000 after acquiring an additional 384,447 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of Dollar General by 116.0% during the 2nd 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 during the last quarter. Baupost Group LLC MA raised its position in shares of Dollar General by 26.7% in the second quarter. Baupost Group LLC MA now owns 2,666,876 shares of the company’s stock valued at $305,037,000 after purchasing an additional 562,000 shares during the period. Royal Bank of Canada raised its holdings in Dollar General by 251.6% in the 1st quarter. Royal Bank of Canada now owns 2,035,524 shares of the company’s stock worth $178,983,000 after acquiring an additional 1,456,549 shares during the period. Finally, Charles Schwab Investment Management Inc. increased its stake in shares of Dollar General by 4.1% in the second 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 during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

Key Stores Impacting Dollar General

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

• Positive Sentiment: Multiple analyst upgrades and price‑target raises lift sentiment and implied upside — Argus bumped its target to $152 and kept a Buy rating, Gordon Haskett raised its target to $150, and MarketBeat highlights JPMorgan’s upgrade/$166 street‑high target. Higher targets and upgrades often support near‑term buying interest. Argus Research price target Gordon Haskett boost MarketBeat turnaround
• Positive Sentiment: Zacks increased FY2026–FY2028 EPS forecasts (FY26: ~$6.43; FY27: ~$7.02; FY28: ~$7.54) and highlighted DG as a momentum stock — upgraded earnings power supports valuation and the street’s upside expectations. Zacks momentum article MarketBeat note on Zacks estimates
• Positive Sentiment: MarketBeat and other outlets point to an operational turnaround — improving traffic, margin recovery, stronger free cash flow and a plan to add stores/remodels (450 new US stores + remodels). Those fundamentals increase the case for multiple expansion and potential higher shareholder returns. Turnaround article
• Neutral Sentiment: Small options exercise noted (Rod West, ~$25k) — operationally immaterial but a disclosure investors may track. Benzinga options update
• Negative Sentiment: Insider selling: EVP Rhonda Taylor sold 7,500 shares and EVP Roderick West sold 2,282 shares (disclosed filings). Multiple insider sales can be a cautionary signal even if not proof of negative outlook; size and timing matter versus institutional ownership. InsiderTrades alert SEC filing

Dollar General Stock Up 0.4%

DG opened at $137.28 on Monday. The company has a market capitalization of $30.22 billion, a P/E ratio of 23.71, a P/E/G ratio of 2.49 and a beta of 0.27. 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 firm’s fifty day moving average price is $110.11 and its two-hundred day moving average price is $109.64. Dollar General Corporation has a fifty-two week low of $66.43 and a fifty-two week high of $137.90.

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 net margin of 3.03% and a return on equity of 18.59%. The company had revenue of $10.65 billion during the quarter, compared to the consensus estimate of $10.60 billion. During the same period last year, the firm earned $0.89 EPS. The firm’s revenue for the quarter 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. On average, analysts anticipate that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 20th. Stockholders of record on Tuesday, January 6th will be paid a $0.59 dividend. This represents a $2.36 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Tuesday, January 6th. Dollar General’s dividend payout ratio is currently 40.76%.

Insider Buying and Selling

In related news, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction on Friday, December 12th. The stock was sold at an average price of $132.52, for a total value of $333,420.32. Following the sale, the chief accounting officer owned 29,344 shares of the company’s stock, valued at $3,888,666.88. The trade was a 7.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Bryan D. Wheeler sold 9,776 shares of the stock in a transaction on Friday, December 19th. The stock was sold at an average price of $135.32, for a total value of $1,322,888.32. Following the transaction, the executive vice president owned 22,295 shares of the company’s stock, valued at $3,016,959.40. This represents a 30.48% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 58,673 shares of company stock worth $7,713,389. Insiders own 0.56% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently weighed in on DG shares. 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. Jefferies Financial Group increased their price objective on Dollar General from $130.00 to $142.00 and gave the company a “buy” rating in a research report on Friday, December 5th. Guggenheim raised their price objective on shares of Dollar General from $125.00 to $140.00 and gave the stock a “buy” rating in a research note on Friday, December 5th. Telsey Advisory Group reaffirmed a “market perform” rating and set a $130.00 target price (up previously from $123.00) on shares of Dollar General in a research report on Thursday, December 4th. Finally, Loop Capital increased their price target on shares of Dollar General from $100.00 to $120.00 and gave the company a “hold” rating in a report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and sixteen have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $131.73.

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.