Swiss Life Asset Management Ltd increased its position in shares of Dollar General Corporation (NYSE:DG – Free Report) by 159.1% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 103,707 shares of the company’s stock after buying an additional 63,676 shares during the period. Swiss Life Asset Management Ltd’s holdings in Dollar General were worth $10,718,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Caldwell Trust Co bought 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 shares of Dollar General during the 2nd quarter worth about $25,000. Root Financial Partners LLC bought a new stake in shares of Dollar General in the 3rd quarter valued at about $26,000. Peoples Financial Services CORP. acquired a new stake in Dollar General in the 3rd quarter valued at about $35,000. Finally, Byrne Asset Management LLC lifted its stake in Dollar General by 952.6% in the 3rd quarter. Byrne Asset Management LLC now owns 400 shares of the company’s stock valued at $41,000 after purchasing an additional 362 shares during the last quarter. 91.77% of the stock is owned by institutional investors.
Wall Street Analyst Weigh In
DG has been the topic of a number of recent analyst reports. Loop Capital boosted their price target on Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Citigroup raised their price objective on Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research report on Monday, December 8th. BNP Paribas Exane reiterated a “neutral” rating and set a $127.00 target price on shares of Dollar General in a research note on Thursday, March 12th. Telsey Advisory Group boosted their target price on Dollar General from $130.00 to $140.00 and gave the stock a “market perform” rating in a report on Monday, March 9th. Finally, Evercore dropped their price target on Dollar General from $145.00 to $144.00 in a research note on Tuesday, March 3rd. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $145.33.
Dollar General Price Performance
Shares of DG opened at $124.43 on Friday. The business’s fifty day moving average is $146.22 and its 200 day moving average is $124.23. Dollar General Corporation has a 12-month low of $80.51 and a 12-month high of $158.23. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54. The stock has a market cap of $27.39 billion, a P/E ratio of 18.17, a P/E/G ratio of 2.00 and a beta of 0.23.
Dollar General (NYSE:DG – Get Free Report) last announced its quarterly earnings results on Thursday, March 12th. The company reported $1.93 EPS for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The business had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. During the same quarter in the previous year, the business posted $0.87 EPS. Dollar General’s quarterly revenue was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Sell-side analysts anticipate that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.
Dollar General Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th will be issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date is Tuesday, April 7th. Dollar General’s dividend payout ratio is currently 34.45%.
Dollar General News Summary
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 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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