Equity Investment Corp Sells 26,535 Shares of Dollar General Corporation $DG

Equity Investment Corp lowered its holdings in shares of Dollar General Corporation (NYSE:DG) by 2.4% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,070,991 shares of the company’s stock after selling 26,535 shares during the quarter. Dollar General accounts for 2.3% of Equity Investment Corp’s portfolio, making the stock its 17th biggest holding. Equity Investment Corp owned about 0.49% of Dollar General worth $110,687,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Dollar General by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock valued at $2,314,000 after buying an additional 1,185 shares in the last quarter. NewEdge Advisors LLC raised its stake in shares of Dollar General by 12.3% during the first quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock valued at $919,000 after acquiring an additional 1,148 shares in the last quarter. Woodline Partners LP boosted its holdings in shares of Dollar General by 40.7% in the first quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock valued at $1,634,000 after purchasing an additional 5,373 shares during the period. Sivia Capital Partners LLC bought a new position in Dollar General in the second quarter worth approximately $211,000. Finally, PFG Investments LLC purchased a new position in Dollar General during the 2nd quarter worth $221,000. 91.77% of the stock is currently owned by institutional investors.

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 Price Performance

NYSE DG opened at $148.06 on Wednesday. The firm’s fifty day simple moving average is $136.15 and its two-hundred day simple moving average is $116.38. The company has a current ratio of 1.17, a quick ratio of 0.24 and a debt-to-equity ratio of 0.63. Dollar General Corporation has a 12-month low of $70.01 and a 12-month high of $154.75. The firm has a market capitalization of $32.59 billion, a P/E ratio of 25.57, a P/E/G ratio of 2.39 and a beta of 0.25.

Dollar General (NYSE:DG) last issued its quarterly earnings data on Thursday, December 4th. The company reported $1.28 EPS for the quarter, beating the consensus estimate of $0.95 by $0.33. The firm had revenue of $10.65 billion during the quarter, compared to analyst estimates of $10.60 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.The business’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.89 EPS. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. Analysts forecast that Dollar General Corporation will post 5.75 EPS for the current fiscal 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. The ex-dividend date was Tuesday, January 6th. This represents a $2.36 annualized dividend and a dividend yield of 1.6%. Dollar General’s dividend payout ratio is 40.76%.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. Weiss Ratings reissued a “hold (c-)” rating on shares of Dollar General in a research report on Monday, December 29th. Morgan Stanley raised their target price on shares of Dollar General from $135.00 to $160.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Wolfe Research boosted their price target on shares of Dollar General from $141.00 to $159.00 and gave the company an “outperform” rating in a report on Monday, December 22nd. UBS Group upped their price target on shares of Dollar General from $135.00 to $143.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Finally, Barclays lifted their price objective on shares of Dollar General from $127.00 to $151.00 and gave the company an “overweight” rating in a report on Thursday, January 8th. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $141.35.

Insider Transactions at Dollar General

In other Dollar General news, EVP Rhonda Taylor sold 7,500 shares of the firm’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $134.89, for a total value of $1,011,675.00. Following the completion of the transaction, the executive vice president owned 73,492 shares of the company’s stock, valued at approximately $9,913,335.88. This trade represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Tracey N. Herrmann sold 12,583 shares of Dollar General stock in a transaction on 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 sale, the executive vice president owned 30,948 shares of the company’s stock, valued at $3,870,666.36. The trade was a 28.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 58,673 shares of company stock worth $7,713,389 over the last ninety days. 0.56% of the stock is currently owned by insiders.

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.