National Pension Service Grows Stock Holdings in Dollar General Corporation $DG

National Pension Service increased its position in shares of Dollar General Corporation (NYSE:DG) by 323.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 21,296 shares of the company’s stock after purchasing an additional 16,268 shares during the period. National Pension Service’s holdings in Dollar General were worth $2,201,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Caldwell Trust Co purchased a new position in shares of Dollar General in the 2nd quarter valued at about $25,000. Elevation Point Wealth Partners LLC acquired a new position in Dollar General in the second quarter valued at approximately $25,000. Atlantic Union Bankshares Corp acquired a new position in Dollar General in the second quarter valued at approximately $26,000. Root Financial Partners LLC purchased a new position in Dollar General in the third quarter valued at approximately $26,000. Finally, Peoples Financial Services CORP. acquired a new stake in Dollar General during the third quarter worth approximately $35,000. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on DG. Weiss Ratings restated a “hold (c-)” rating on shares of Dollar General in a report on Monday, December 29th. BMO Capital Markets boosted their price target on shares of Dollar General from $115.00 to $130.00 and gave the company a “market perform” rating in a research report on Friday, December 5th. Guggenheim upped their price objective on shares of Dollar General from $125.00 to $140.00 and gave the company a “buy” rating in a research note on Friday, December 5th. Raymond James Financial reiterated an “outperform” rating and set a $135.00 target price on shares of Dollar General in a research report on Friday, December 5th. Finally, BNP Paribas Exane boosted their target price on Dollar General from $118.00 to $127.00 and gave the company a “neutral” rating in a report on Friday, December 5th. Fourteen research analysts have rated the stock with a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $141.35.

Insider Buying and Selling at Dollar General

In related news, EVP Roderick J. West sold 2,282 shares of the company’s 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 sale, the executive vice president owned 36,108 shares in the company, valued at $4,815,001.80. This represents a 5.94% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, EVP Rhonda Taylor sold 7,500 shares of the firm’s stock in a transaction that occurred 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 directly owned 73,492 shares of the company’s stock, valued at $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 58,673 shares of company stock worth $7,713,389. Corporate insiders own 0.56% of the company’s stock.

Dollar General News Summary

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

Shares of DG opened at $148.06 on Wednesday. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.24 and a current ratio of 1.17. Dollar General Corporation has a fifty-two week low of $70.01 and a fifty-two week high of $154.75. The firm has a 50-day simple moving average of $136.15 and a 200-day simple moving average of $116.38. The company 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 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.33. The business had revenue of $10.65 billion for 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 company’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.89 earnings per share. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. On average, equities research analysts anticipate that Dollar General Corporation will post 5.75 earnings per share for the current year.

Dollar General Announces Dividend

The business also recently declared 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 dividend on an annualized basis 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%.

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.