5,474 Shares in Dollar General Corporation $DG Bought by Optimize Financial Inc

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

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Bryn Mawr Trust Advisors LLC acquired a new position in shares of Dollar General during the 3rd quarter worth $8,803,000. Ameritas Advisory Services LLC purchased a new position in Dollar General during the 2nd quarter valued at about $101,000. Vanguard Group Inc. raised its position in Dollar General by 1.5% during the second quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company’s stock worth $3,067,403,000 after acquiring an additional 384,447 shares during the last quarter. Empowered Funds LLC raised its position in Dollar General by 483.1% during the second quarter. Empowered Funds LLC now owns 30,630 shares of the company’s stock worth $3,503,000 after acquiring an additional 25,377 shares during the last quarter. Finally, Korea Investment CORP lifted its holdings in shares of Dollar General by 1.6% in the second quarter. Korea Investment CORP now owns 155,275 shares of the company’s stock valued at $17,760,000 after purchasing an additional 2,511 shares in the last quarter. 91.77% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Dollar General news, EVP Roderick J. West sold 2,282 shares of the stock in a transaction that occurred on 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 $4,815,001.80. This trade represents a 5.94% decrease in their ownership of the stock. The transaction 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 the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $132.52, for a total transaction of $333,420.32. Following the sale, the chief accounting officer directly owned 29,344 shares of the company’s stock, valued at $3,888,666.88. This represents a 7.90% 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 sold 58,673 shares of company stock valued at $7,713,389. 0.56% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on DG. Barclays raised their price objective on shares of Dollar General from $127.00 to $151.00 and gave the stock an “overweight” rating in a research note on Thursday, January 8th. Raymond James Financial reissued an “outperform” rating and set a $135.00 price target on shares of Dollar General in a research report on Friday, December 5th. Sanford C. Bernstein boosted their price target on Dollar General from $141.00 to $150.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Piper Sandler upped their price objective on Dollar General from $117.00 to $129.00 and gave the company a “neutral” rating in a research report on Friday, December 5th. Finally, Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Dollar General in a research note on Monday, December 29th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $141.35.

Dollar General Price Performance

DG stock opened at $148.06 on Wednesday. Dollar General Corporation has a 52-week low of $70.01 and a 52-week high of $154.75. The stock’s fifty day simple moving average is $136.15 and its 200-day simple moving average is $116.38. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63. The stock has a market capitalization of $32.59 billion, a price-to-earnings 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. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The firm had revenue of $10.65 billion during the quarter, compared to analyst estimates of $10.60 billion. During the same period in the prior year, the firm posted $0.89 earnings per share. The business’s quarterly 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. Equities research analysts expect that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, January 20th. Stockholders of record on Tuesday, January 6th were issued a dividend of $0.59 per share. 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 is presently 40.76%.

Dollar General News Roundup

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 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.