Dimensional Fund Advisors LP Raises Position in Dollar General Corporation $DG

Dimensional Fund Advisors LP increased its holdings in Dollar General Corporation (NYSE:DG) by 31.0% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,596,250 shares of the company’s stock after purchasing an additional 614,373 shares during the period. Dimensional Fund Advisors LP owned 1.18% of Dollar General worth $268,313,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. Cresset Asset Management LLC grew its holdings in Dollar General by 31.4% in the 3rd quarter. Cresset Asset Management LLC now owns 27,671 shares of the company’s stock valued at $2,860,000 after buying an additional 6,605 shares during the period. Picton Mahoney Asset Management purchased a new stake in Dollar General in the third quarter valued at approximately $1,047,000. CI Investments Inc. raised its stake in Dollar General by 13.4% during the third quarter. CI Investments Inc. now owns 1,530 shares of the company’s stock worth $158,000 after purchasing an additional 181 shares during the period. Focus Partners Advisor Solutions LLC boosted its holdings in shares of Dollar General by 482.2% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 13,757 shares of the company’s stock valued at $1,394,000 after purchasing an additional 11,394 shares during the last quarter. Finally, Kingsview Wealth Management LLC grew its stake in shares of Dollar General by 38.3% during the 3rd quarter. Kingsview Wealth Management LLC now owns 127,455 shares of the company’s stock valued at $13,172,000 after buying an additional 35,269 shares during the period. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other Dollar General news, EVP Carman R. Wenkoff sold 19,166 shares of the company’s stock in a transaction dated Thursday, December 11th. The shares were sold at an average price of $132.01, for a total value of $2,530,103.66. Following the completion of the transaction, the executive vice president directly owned 43,179 shares of the company’s stock, valued at $5,700,059.79. This represents a 30.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Bryan D. Wheeler sold 9,776 shares of Dollar General stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $135.32, for a total value of $1,322,888.32. Following the sale, the executive vice president directly owned 22,295 shares in the company, valued at approximately $3,016,959.40. The trade was a 30.48% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 58,673 shares of company stock worth $7,713,389 over the last three months. 0.56% of the stock is currently owned by corporate insiders.

Dollar General News Summary

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

• Positive Sentiment: Street expects an earnings beat: analysts and previews point to the right mix of traffic, promotions and cost control that could produce an upside to consensus when Dollar General reports. Dollar General (DG) Expected to Beat Earnings Estimates: Can the Stock Move Higher?
• Neutral Sentiment: Event risk — DG has its fiscal Q4 / full‑year release scheduled for March 12, creating a common pre‑earnings positioning window that can increase volatility. Dollar General (DG) to Release Earnings on Thursday
• Neutral Sentiment: Mixed analyst picture: QuiverQuant shows a wide range of targets (median ≈ $143) — several high targets exist alongside lower ones, signaling divergent Street expectations rather than consensus momentum. That mixed view can keep price action sensitive to the print and guidance. Dollar General slides 4.5% as traders de-risk ahead of earnings and technicals cool off
• Negative Sentiment: Piper Sandler raised its price target to $132 but kept a “neutral” rating — that target sits below the current share price, implying downside in that shop’s view despite the raise. Benzinga
• Negative Sentiment: Evercore trimmed its price target to $144, signaling more muted upside from that analyst and adding to headline risk ahead of the report. Evercore Cuts Dollar General (NYSE:DG) Price Target to $144.00
• Negative Sentiment: Near‑term technical/profit‑taking and notable insider/institutional selling have weighed on the stock in recent sessions — items investors often treat as cautionary ahead of earnings. Dollar General slides 4.5% as traders de-risk ahead of earnings and technicals cool off

Dollar General Price Performance

DG stock opened at $146.05 on Friday. The firm has a market cap of $32.15 billion, a P/E ratio of 25.22, a price-to-earnings-growth ratio of 2.42 and a beta of 0.23. 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 1 year low of $74.67 and a 1 year high of $158.23. The stock has a 50-day simple moving average of $147.14 and a 200-day simple moving average of $122.66.

Dollar General (NYSE:DG) last released its quarterly earnings results on Thursday, December 4th. The company reported $1.28 EPS for the quarter, topping the consensus estimate of $0.95 by $0.33. The firm 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%.Dollar General’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.89 EPS. On average, equities analysts predict that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Wolfe Research increased their target price on Dollar General from $141.00 to $159.00 and gave the stock an “outperform” rating in a research report on Monday, December 22nd. Jefferies Financial Group upped their price target on Dollar General from $165.00 to $178.00 in a research note on Wednesday, February 25th. UBS Group restated a “buy” rating and issued a $168.00 price objective on shares of Dollar General in a report on Friday, February 6th. Morgan Stanley lifted their price objective on Dollar General from $135.00 to $160.00 and gave the company an “equal weight” rating in a research note on Thursday, January 15th. Finally, Sanford C. Bernstein boosted their target price on Dollar General from $141.00 to $150.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Fourteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $145.93.

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.