Exchange Traded Concepts LLC lifted its stake in shares of Dollar General Corporation (NYSE:DG – Free Report) by 32.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 71,944 shares of the company’s stock after purchasing an additional 17,689 shares during the quarter. Exchange Traded Concepts LLC’s holdings in Dollar General were worth $9,552,000 at the end of the most recent reporting period.
Several other institutional investors have also bought and sold shares of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in shares of Dollar General by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock worth $2,314,000 after buying an additional 1,185 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in shares of Dollar General by 12.3% in the first quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock valued at $919,000 after acquiring an additional 1,148 shares in the last quarter. Woodline Partners LP boosted its holdings in shares of Dollar General by 40.7% in the first quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock valued at $1,634,000 after acquiring an additional 5,373 shares in the last quarter. Sivia Capital Partners LLC acquired a new position in shares of Dollar General during the second quarter valued at approximately $211,000. Finally, XTX Topco Ltd acquired a new position in shares of Dollar General during the second quarter valued at approximately $492,000. Institutional investors and hedge funds own 91.77% of the company’s stock.
Trending Headlines about Dollar General
Here are the key news stories impacting Dollar General this week:
- Positive Sentiment: Zacks/analyst commentary: multiple Zacks research notes raised near‑ and medium‑term EPS forecasts for DG (FY2027–FY2029), and Zacks Style Scores flagged DG as a strong value pick — implies improving modeled earnings power and a valuation argument for buyers. Zacks: DG value stock
- Positive Sentiment: Fundamentals: recent quarter beat consensus (EPS and revenue) and same‑store sales growth was solid; that underpins the analyst upgrades and supports the company’s FY2026 guidance range — positive for earnings reliability. MarketBeat: DG report
- Positive Sentiment: Contrarian/tactical view: Barron’s and a Yahoo op‑ed argue the CEO announcement sell‑off is an overreaction and present a buying opportunity given DG’s margin recovery and upgraded estimates — potential catalyst for a rebound if believers step in. Barron’s: buy on selloff
- Neutral Sentiment: Analyst note roundup: some outlets compiled broader retail/consumer takes on DG alongside peers (WMT, EL) — useful context but not an immediate directional catalyst. Globe and Mail: analyst insights
- Negative Sentiment: Leadership change: DG named Jerry “JJ” Fleeman Jr. as CEO effective Jan 1, 2027. The timing and governance transition introduced investor uncertainty about strategy execution and near‑term management continuity, triggering selling pressure. Yahoo: CEO appointment
- Negative Sentiment: Market reaction / sentiment pieces: coverage highlighting the drop and investor rattling has amplified downside momentum in the short term — headlines and sentiment, rather than fresh operational weakness, appear to be the primary driver of the decline. Blockonomi: stock slides on CEO news
Dollar General Trading Up 0.1%
Dollar General (NYSE:DG – Get Free Report) last announced its quarterly earnings data on Thursday, March 12th. The company reported $1.93 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36. The company had revenue of $10.91 billion during 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 prior year, the firm earned $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. On average, research analysts predict that Dollar General Corporation will post 5.75 EPS for the current fiscal year.
Dollar General Announces Dividend
The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General’s dividend payout ratio is currently 34.45%.
Wall Street Analysts Forecast Growth
DG has been the subject of a number of research analyst reports. Morgan Stanley cut their target price on Dollar General from $160.00 to $150.00 and set an “equal weight” rating for the company in a research report on Friday, March 13th. BMO Capital Markets lifted their price target on Dollar General from $130.00 to $145.00 and gave the company a “market perform” rating in a research report on Friday, February 13th. Weiss Ratings reissued a “hold (c-)” rating on shares of Dollar General in a research note on Monday, December 29th. Argus upped their price objective on Dollar General from $135.00 to $152.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Finally, Wells Fargo & Company raised their target price on Dollar General from $115.00 to $125.00 and gave the company an “equal weight” rating in a research note on Friday, December 19th. Fourteen investment 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. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $145.33.
Get Our Latest Stock Analysis on Dollar General
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.
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