Allianz Asset Management GmbH Boosts Stock Position in Dollar General Corporation $DG

Allianz Asset Management GmbH boosted its holdings in shares of Dollar General Corporation (NYSE:DG) by 16.3% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 805,645 shares of the company’s stock after purchasing an additional 112,862 shares during the period. Allianz Asset Management GmbH owned about 0.37% of Dollar General worth $83,263,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Bryn Mawr Trust Advisors LLC bought a new position in shares of Dollar General during the third quarter valued at $8,803,000. Ameritas Advisory Services LLC bought a new position in Dollar General during the 2nd quarter valued at about $101,000. Vanguard Group Inc. boosted its holdings in shares of 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 during the last quarter. Empowered Funds LLC grew its stake in shares of Dollar General by 483.1% in 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 period. Finally, Korea Investment CORP raised its holdings in shares of Dollar General by 1.6% during 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 during the last quarter. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Insider Activity at Dollar General

In other news, CAO Anita C. Elliott sold 2,516 shares of the company’s 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 represents a 7.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Tracey N. Herrmann sold 12,583 shares of the stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $125.07, for a total value of $1,573,755.81. Following the sale, the executive vice president owned 30,948 shares of the company’s stock, valued at $3,870,666.36. This represents a 28.91% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 58,673 shares of company stock worth $7,713,389 in the last 90 days. Company insiders own 0.56% of the company’s stock.

Key Stories Impacting Dollar General

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 Stock Performance

Shares of DG opened at $148.06 on Wednesday. The business has a 50-day simple moving average of $136.15 and a two-hundred day simple moving average of $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. Dollar General Corporation has a 52 week low of $70.01 and a 52 week high of $154.75. The stock has a market cap of $32.59 billion, a price-to-earnings ratio of 25.57, a PEG ratio of 2.39 and a beta of 0.25.

Dollar General (NYSE:DG) last announced its quarterly earnings data on Thursday, December 4th. The company reported $1.28 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.33. The company had revenue of $10.65 billion during the quarter, compared to the consensus estimate of $10.60 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The firm’s revenue was up 4.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.89 EPS. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. On average, analysts expect that Dollar General Corporation will post 5.75 EPS for the current 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 given 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 (DPR) is presently 40.76%.

Analyst Ratings Changes

DG has been the topic of several research reports. BMO Capital Markets raised their target price on shares of Dollar General from $115.00 to $130.00 and gave the stock a “market perform” rating in a report on Friday, December 5th. Evercore ISI raised their price target on Dollar General from $143.00 to $145.00 and gave the stock an “in-line” rating in a research note on Tuesday. Truist Financial set a $144.00 price objective on Dollar General in a report on Friday, January 16th. Piper Sandler increased their target price on Dollar General from $117.00 to $129.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Finally, Sanford C. Bernstein raised their target price on Dollar General from $141.00 to $150.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. Based on data from MarketBeat, Dollar General presently has an average rating of “Hold” and a consensus price target of $141.35.

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.