Dollar General Corporation $DG Stock: Sterling Capital Management LLC Increases Holdings

Sterling Capital Management LLC increased its position in shares of Dollar General Corporation (NYSE:DG) by 108.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 53,887 shares of the company’s stock after buying an additional 28,004 shares during the quarter. Sterling Capital Management LLC’s holdings in Dollar General were worth $6,444,000 at the end of the most recent reporting period.

A number of other large investors have also recently added to or reduced their stakes in the business. Caitong International Asset Management Co. Ltd grew its position in Dollar General by 4,550.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company’s stock worth $25,000 after acquiring an additional 182 shares during the period. Evergreen Advisors LLC acquired a new stake in Dollar General during the first quarter worth $25,000. Reyes Financial Architecture Inc. acquired a new stake in Dollar General during the third quarter worth $30,000. Pension & Wealth Management Advisors Inc. purchased a new stake in Dollar General in the third quarter valued at $32,000. Finally, Nvwm LLC raised its position in Dollar General by 2,780.0% in the third quarter. Nvwm LLC now owns 288 shares of the company’s stock valued at $34,000 after purchasing an additional 278 shares during the period. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Dollar General News Roundup

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

• Positive Sentiment: Dollar General’s latest quarterly results remain supportive: net sales rose 5.2%, same-store sales increased 3.5%, and operating profit climbed 29.2%. Management also raised its fiscal 2026 outlook, while the company has indicated that share repurchases could resume in the second half of the fiscal year. Dollar General second-quarter results
• Positive Sentiment: Some analysts maintain a bullish view that Dollar General can gain market share when households become more budget-conscious, potentially supporting traffic and sales over time. Bull of the Day: Dollar General
• Neutral Sentiment: Recent institutional positioning was mixed, with major investors both adding and reducing DG holdings. Analyst price targets have also varied widely, with a reported six-month median target of $125, indicating limited consensus on the stock’s near-term valuation.
• Neutral Sentiment: One recent insider sale involved Executive Vice President Kathleen Reardon selling 5,578 shares. The transaction is a modest data point and does not by itself indicate a change in the company’s operating outlook.
• Negative Sentiment: Dollar General fell alongside Dollar Tree in a broader discount-retail selloff, suggesting investors were reducing exposure to the group rather than responding to a fresh DG filing or earnings warning. Dollar General falls as discount retail sells off
• Negative Sentiment: Higher food, housing, and other living costs could leave Dollar General’s core customers with less money for discretionary purchases, raising concerns about transaction sizes, product mix, and future sales growth. Dollar Tree and Dollar General stocks slide
• Negative Sentiment: Broader market pressure, including elevated Treasury yields and rising oil prices, likely added to the selling pressure and reduced investors’ appetite for retail stocks.

Dollar General Stock Down 4.6%

Dollar General stock opened at $132.65 on Friday. Dollar General Corporation has a twelve month low of $95.11 and a twelve month high of $158.23. The stock’s fifty day simple moving average is $125.82 and its 200-day simple moving average is $119.72. The company has a current ratio of 1.21, a quick ratio of 0.31 and a debt-to-equity ratio of 0.49. The firm has a market capitalization of $29.27 billion, a P/E ratio of 17.25, a P/E/G ratio of 1.81 and a beta of 0.23.

Dollar General (NYSE:DG) last released its earnings results on Thursday, August 27th. The company reported $2.48 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.01 by $0.47. The firm had revenue of $11.29 billion during the quarter, compared to analyst estimates of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%. Dollar General’s revenue was up 5.2% compared to the same quarter last year. During the same period last year, the business posted $1.86 earnings per share. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, equities analysts expect that Dollar General Corporation will post 7.69 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 20th. Shareholders of record on Tuesday, October 6th were given a $0.59 dividend. The ex-dividend date of this dividend was Tuesday, October 6th. This represents a $2.36 dividend on an annualized basis and a yield of 1.8%. Dollar General’s dividend payout ratio (DPR) is currently 30.69%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on DG. The Goldman Sachs Group upped their price target on Dollar General from $128.00 to $141.00 and gave the company a “neutral” rating in a research note on Friday, August 28th. Barclays raised their price objective on Dollar General from $148.00 to $151.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 8th. Wolfe Research reissued an “outperform” rating and set a $143.00 price objective on shares of Dollar General in a research report on Thursday, August 13th. Sanford C. Bernstein restated an “outperform” rating and issued a $160.00 price objective on shares of Dollar General in a report on Friday, August 28th. Finally, Telsey Advisory Group upped their target price on shares of Dollar General from $125.00 to $140.00 and gave the company a “market perform” rating in a research report on Friday, August 28th. Twelve analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $137.96.

Dollar General Profile

Dollar General Corporation (NYSE: DG) is a discount retailer that operates stores offering everyday essentials at value-oriented prices. Its merchandise typically includes consumable products such as food, beverages, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic apparel, home products, and select health and beauty items.

The company primarily serves communities across the United States through a large network of neighborhood-focused stores, including locations in rural and suburban markets.