187,336 Shares in Dollar General Corporation $DG Bought by AEGON ASSET MANAGEMENT UK Plc

AEGON ASSET MANAGEMENT UK Plc bought a new position in shares of Dollar General Corporation (NYSE:DG) during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 187,336 shares of the company’s stock, valued at approximately $19,348,000. AEGON ASSET MANAGEMENT UK Plc owned about 0.09% of Dollar General at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in DG. Vanguard Group Inc. increased 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. Arrowstreet Capital Limited Partnership boosted its position in Dollar General by 116.0% during 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 during the period. Baupost Group LLC MA boosted its position in Dollar General by 26.7% during 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 during the period. Charles Schwab Investment Management Inc. grew its holdings in 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 during the last quarter. Finally, Russell Investments Group Ltd. raised its position in shares of Dollar General by 3.0% in the second quarter. Russell Investments Group Ltd. now owns 1,513,611 shares of the company’s stock valued at $173,130,000 after purchasing an additional 43,602 shares during the period. Institutional investors and hedge funds own 91.77% of the company’s stock.

Insider Activity at Dollar General

In other Dollar General news, EVP Rhonda Taylor sold 7,500 shares of Dollar General stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the sale, the executive vice president directly owned 73,492 shares of the company’s stock, valued at approximately $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Roderick J. West sold 2,282 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the completion of the transaction, the executive vice president directly owned 36,108 shares of the company’s stock, valued at approximately $4,815,001.80. The trade was a 5.94% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 58,673 shares of company stock valued at $7,713,389. Corporate insiders own 0.56% of the company’s stock.

Dollar General Stock Performance

Shares of NYSE DG opened at $146.87 on Monday. The firm has a market capitalization of $32.33 billion, a price-to-earnings ratio of 25.37, a PEG ratio of 2.66 and a beta of 0.26. Dollar General Corporation has a one year low of $69.32 and a one year high of $154.75. The business has a fifty day simple moving average of $130.05 and a 200 day simple moving average of $114.72. 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 (NYSE:DG) last posted its quarterly earnings results on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, topping 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 firm had revenue of $10.65 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same quarter in the previous year, the company earned $0.89 earnings per share. The business’s 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. Sell-side analysts expect that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 6th were paid a dividend of $0.59 per share. The ex-dividend date was Tuesday, January 6th. This represents a $2.36 dividend on an annualized basis and a yield of 1.6%. Dollar General’s dividend payout ratio (DPR) is currently 40.76%.

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

Wall Street Analysts Forecast Growth

DG has been the subject of a number of analyst reports. Gordon Haskett boosted their price objective on shares of Dollar General from $140.00 to $150.00 and gave the stock a “buy” rating in a research note on Tuesday, December 16th. Telsey Advisory Group reiterated a “market perform” rating and issued a $130.00 target price (up previously from $123.00) on shares of Dollar General in a report on Thursday, December 4th. Wolfe Research upped 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. Morgan Stanley raised their price target on Dollar General from $135.00 to $160.00 and gave the company an “equal weight” rating in a research report on Thursday, January 15th. Finally, Argus boosted their price objective on Dollar General from $135.00 to $152.00 and gave the stock a “buy” rating in a research report on Thursday, December 18th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, Dollar General currently has an average rating of “Hold” and an average target price of $140.19.

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.