Baillie Gifford & Co. Sells 108,416 Shares of Dollar General Corporation $DG

Baillie Gifford & Co. decreased its position in shares of Dollar General Corporation (NYSE:DG) by 3.2% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 3,247,432 shares of the company’s stock after selling 108,416 shares during the quarter. Baillie Gifford & Co. owned approximately 1.48% of Dollar General worth $335,622,000 at the end of the most recent quarter.

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

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on DG. Evercore ISI boosted their price objective on Dollar General from $130.00 to $135.00 and gave the company an “in-line” rating in a research note on Tuesday, December 23rd. UBS Group lifted 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. Barclays increased their price target on shares of Dollar General from $127.00 to $151.00 and gave the stock an “overweight” rating in a report on Thursday, January 8th. The Goldman Sachs Group raised shares of Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Finally, BMO Capital Markets increased their target price on shares of Dollar General from $115.00 to $130.00 and gave the stock a “market perform” rating in a research note on Friday, December 5th. Fourteen 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 currently has an average rating of “Hold” and a consensus price target of $140.19.

More Dollar General News

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

• Positive Sentiment: Expanded same‑day delivery — Dollar General has rolled out myDG Delivery to 17,000+ stores with 1‑hour service, deepening its digital link to rural shoppers, which should help basket size and frequency. Dollar General Enhances Shopping Speed With Expanded myDG Delivery
• Positive Sentiment: Promotional push and free‑delivery trial — DG is offering one free myDG Delivery order (promotion through Feb. 28) to drive adoption of same‑day commerce, a direct sales lift and customer acquisition lever. Dollar General Launches Promotion for Same-Day Delivery Service
• Positive Sentiment: Analyst momentum / buy lists — Zacks included DG on lists highlighting momentum and named it a Zacks Rank #1 (Strong Buy) growth stock, which can attract buy‑side attention and support the stock. Best Growth Stocks to Buy for January 23rd
• Positive Sentiment: Technical/momentum signal — DG was flagged among stocks trading near 52‑week highs with upside potential, reinforcing positive price momentum for momentum‑driven investors. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Analyst commentary roundup — Recent analyst notes discuss DG alongside peers, offering mixed operational takeaways but no major revisions yet; useful for context but not an immediate catalyst. Analysts Offer Insights on Consumer Goods Companies: Dollar General (DG) and Simply Good Foods (SMPL)
• Neutral Sentiment: Mention in REIT coverage — Realty Income commentary cites DG as a key essential‑retailer tenant, underscoring DG’s defensive retail footprint but offering indirect impact on DG’s share moves. Realty Income: The Monthly Paycheck Winner of 2026
• Negative Sentiment: Earnings risk ahead — Analysts expect a single‑digit decline in Q4 earnings, and an upcoming earnings release is a near‑term catalyst that could reverse optimism if results or guidance disappoint. What You Need To Know Ahead of Dollar General’s Earnings Release
• Negative Sentiment: Legal/settlement cost — Dollar General agreed to a $15M deceptive‑pricing class‑action settlement; shoppers may get ~$10 each, creating a one‑time cash outflow and a modest reputational headwind. Dollar General Shoppers Maybe Eligible To Receive $10 As Part Of $15 Million ‘Deceptive’ Pricing Class Action Settlement

Insider Activity

In related news, EVP Tracey N. Herrmann sold 12,583 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $125.07, for a total transaction of $1,573,755.81. Following the transaction, the executive vice president directly owned 30,948 shares of the company’s stock, valued at approximately $3,870,666.36. This trade represents a 28.91% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction that occurred 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 completion of 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 SEC filing for this sale provides additional information. In the last three months, insiders sold 58,673 shares of company stock worth $7,713,389. 0.56% of the stock is currently owned by insiders.

Dollar General Trading Up 1.6%

Shares of Dollar General stock opened at $146.87 on Friday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. Dollar General Corporation has a 1 year low of $69.32 and a 1 year high of $154.75. The firm has a market cap of $32.33 billion, a PE ratio of 25.37, a PEG ratio of 2.62 and a beta of 0.26. The company has a 50 day simple moving average of $130.05 and a two-hundred day simple moving average of $114.69.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.33. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The firm had revenue of $10.65 billion for the quarter, compared to analysts’ expectations of $10.60 billion. During the same quarter last year, the company posted $0.89 EPS. The business’s quarterly revenue 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 expect that Dollar General Corporation will post 5.75 earnings per share for the current fiscal 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 issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date was Tuesday, January 6th. Dollar General’s dividend payout ratio is presently 40.76%.

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.