AIA Group Ltd Purchases 4,610 Shares of Dollar General Corporation $DG

AIA Group Ltd raised its position in Dollar General Corporation (NYSE:DG) by 111.5% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,746 shares of the company’s stock after acquiring an additional 4,610 shares during the quarter. AIA Group Ltd’s holdings in Dollar General were worth $904,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Dollar General by 4.7% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock valued at $2,314,000 after acquiring an additional 1,185 shares in the last quarter. NewEdge Advisors LLC grew its stake in shares of Dollar General by 12.3% in the 1st quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock worth $919,000 after buying an additional 1,148 shares during the last quarter. Woodline Partners LP increased its position in Dollar General by 40.7% during the 1st quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock valued at $1,634,000 after buying an additional 5,373 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in Dollar General during the second quarter valued at $211,000. Finally, Rockefeller Capital Management L.P. boosted its stake in Dollar General by 228.3% in the 2nd quarter. Rockefeller Capital Management L.P. now owns 34,647 shares of the company’s stock worth $3,963,000 after purchasing an additional 24,094 shares in the last quarter. 91.77% of the stock is owned by institutional investors.

Dollar General Stock Performance

Shares of DG stock opened at $124.43 on Friday. The business has a fifty day moving average of $146.22 and a 200 day moving average of $124.23. Dollar General Corporation has a 1 year low of $80.51 and a 1 year high of $158.23. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.13 and a quick ratio of 0.22. The firm has a market capitalization of $27.39 billion, a price-to-earnings ratio of 18.17, a price-to-earnings-growth ratio of 2.00 and a beta of 0.23.

Dollar General (NYSE:DG) last posted its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.36. The business had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The company’s quarterly revenue was up 5.9% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. As a group, research analysts expect that Dollar General Corporation will post 5.75 earnings per share for the current year.

Dollar General Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be paid a $0.59 dividend. The ex-dividend date is Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.9%. Dollar General’s dividend payout ratio is presently 34.45%.

Analysts Set New Price Targets

Several analysts recently commented on DG shares. The Goldman Sachs Group raised shares of Dollar General from a “strong sell” rating to a “hold” rating in a research report on Friday, December 5th. KeyCorp reiterated a “sector weight” rating on shares of Dollar General in a research note on Friday, March 13th. BMO Capital Markets increased their price target on shares of Dollar General from $130.00 to $145.00 and gave the company a “market perform” rating in a report on Friday, February 13th. Argus raised their price target on shares of Dollar General from $135.00 to $152.00 and gave the company a “buy” rating in a research report on Thursday, December 18th. Finally, Daiwa Securities Group upped their price objective on Dollar General from $113.00 to $130.00 and gave the company a “neutral” rating in a research report on Monday, December 8th. Fourteen 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 stock presently has an average rating of “Hold” and a consensus price target of $145.33.

Dollar General News Roundup

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating and a $165 price target while raising a couple of quarter estimates (notably Q4 2027 and Q4 2028), which supports upside expectations for DG. Wolfe Research note / MarketBeat DG page
• Positive Sentiment: Q4 results and industry wrap-ups highlight Dollar General as a leader in non-discretionary retail — DG beat revenue and EPS estimates and management emphasized value initiatives that drove traffic and private-brand gains. Q4 Earnings Review (Yahoo Finance)
• Positive Sentiment: Management comments and other retail CEOs say customers aren’t yet cutting back because of higher gas prices, signaling resilience in DG’s customer base and less downside risk to sales. We’re not too worried about gas prices (MarketWatch)
• Neutral Sentiment: Strong results at Five Below and other discount retailers are lifting sector sentiment — this can buoy DG even if the news is about a competitor rather than DG-specific fundamentals. Five Below earnings blowout (MarketBeat)
• Negative Sentiment: Wolfe also trimmed a number of near-term quarter estimates (Q1–Q3 2027, parts of 2028) and lowered FY2027–FY2028 EPS forecasts slightly, which could cap upside and increase focus on execution vs. thesis risk. Wolfe Research note / MarketBeat DG page
• Negative Sentiment: Some analysts and commentary argue DG’s “buy case” weakened after Q4 despite the beat — that skepticism (and the market’s negative reaction to parts of the call) can pressure the stock if guidance or margin drivers look uncertain. Dollar General loses its buy case (TipRanks)

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.