Beddow Capital Management Inc. Increases Stake in Dollar General Corporation $DG

Beddow Capital Management Inc. boosted its holdings in Dollar General Corporation (NYSE:DG) by 14.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 122,750 shares of the company’s stock after purchasing an additional 15,560 shares during the quarter. Dollar General makes up about 4.7% of Beddow Capital Management Inc.’s investment portfolio, making the stock its 6th largest holding. Beddow Capital Management Inc. owned about 0.06% of Dollar General worth $12,686,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Vanguard Group Inc. increased its position in Dollar General by 0.3% in the 3rd quarter. Vanguard Group Inc. now owns 26,896,503 shares of the company’s stock valued at $2,779,754,000 after acquiring an additional 78,854 shares during the period. Arrowstreet Capital Limited Partnership grew its stake in shares of Dollar General by 116.0% in the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after purchasing an additional 1,458,093 shares in the last quarter. Baupost Group LLC MA grew its stake 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 worth $305,037,000 after purchasing an additional 562,000 shares in the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Dollar General by 31.0% during the third quarter. Dimensional Fund Advisors LP now owns 2,596,250 shares of the company’s stock valued at $268,313,000 after purchasing an additional 614,373 shares during the period. Finally, Charles Schwab Investment Management Inc. raised its stake in shares of Dollar General by 4.1% during the second quarter. Charles Schwab Investment Management Inc. now owns 1,778,479 shares of the company’s stock valued at $203,422,000 after purchasing an additional 70,588 shares in the last quarter. 91.77% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on DG shares. JPMorgan Chase & Co. boosted their price objective on Dollar General from $166.00 to $170.00 and gave the stock an “overweight” rating in a research note on Friday, January 9th. Rothschild & Co Redburn upgraded shares of Dollar General to a “strong sell” rating in a research report on Wednesday, February 25th. Gordon Haskett upped their price target on shares of Dollar General from $170.00 to $180.00 and gave the company a “buy” rating in a report on Wednesday, February 11th. Barclays raised their price objective on shares of Dollar General from $127.00 to $151.00 and gave the company an “overweight” rating in a research report on Thursday, January 8th. Finally, Telsey Advisory Group reiterated a “market perform” rating and issued a $130.00 target price (up from $123.00) on shares of Dollar General in a report on Thursday, December 4th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $145.81.

Insider Transactions at Dollar General

In other Dollar General news, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $132.52, for a total value of $333,420.32. Following the transaction, the chief accounting officer directly owned 29,344 shares in the company, valued at $3,888,666.88. The trade was a 7.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, EVP Rhonda Taylor sold 7,500 shares of the business’s stock in a transaction that occurred on Tuesday, December 16th. The stock was 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 directly owned 73,492 shares in the company, valued at $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 58,673 shares of company stock worth $7,713,389. 0.56% of the stock is currently owned by company insiders.

Dollar General Trading Down 3.4%

Dollar General stock opened at $146.48 on Friday. Dollar General Corporation has a one year low of $73.60 and a one year high of $158.23. The company’s fifty day moving average price is $146.98 and its two-hundred day moving average price is $122.42. 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 company has a market capitalization of $32.24 billion, a price-to-earnings ratio of 25.30, a PEG ratio of 2.50 and a beta of 0.23.

Dollar General (NYSE:DG) last released its quarterly earnings results on Thursday, December 4th. The company reported $1.28 EPS for the quarter, beating 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 for the quarter, compared to analyst estimates of $10.60 billion. During the same quarter last year, the firm posted $0.89 earnings per share. The company’s quarterly revenue was up 4.6% compared to the same quarter last year. On average, analysts forecast that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Analysts and earnings previews expect a likely beat — recent previews (Zacks / Yahoo coverage) argue DG has the mix of stable traffic, margin levers and conservative street estimates to deliver an upside to consensus. This supports the case for buying on any post-earnings upside. Dollar General (DG) Expected to Beat Earnings Estimates
• Positive Sentiment: Street analyst interest remains supportive — several firms have recent buy/overweight notes and raised price targets, indicating upside expectations that can limit downside if results meet or beat views. Dollar General slides 4.5% as traders de-risk
• Neutral Sentiment: Upcoming earnings date is a near-term catalyst — the scheduled March 12 release is likely driving positioning and volatility as investors hedge or reduce exposure ahead of the print. Dollar General (DG) to Release Earnings on Thursday
• Neutral Sentiment: Valuation and recent run-up are under review — coverage asking whether DG is still attractively priced after a large one‑year rally is prompting some investors to reassess position sizing. This is informational rather than a fresh fundamental change. Is It Too Late To Consider Dollar General (DG)?
• Negative Sentiment: Technical and positioning-driven selling — short‑term profit‑taking and “de‑risking” ahead of earnings, plus recent overbought technical readings, appear to have amplified the pullback; that dynamic can continue until the earnings print reduces uncertainty. Dollar General slides 4.5% as traders de-risk
• Negative Sentiment: Insider selling and mixed institutional flows raise caution — recent disclosed insider sales and large, mixed institutional rebalancing may weigh on sentiment until fundamentals (same‑store sales, margins) are confirmed by results. Dollar General slides 4.5% as traders de-risk

Dollar General Company 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.