Dollar General Corporation $DG Shares Purchased by QV Investors Inc.

QV Investors Inc. boosted its position in shares of Dollar General Corporation (NYSE:DG) by 20.5% during the 2nd quarter, HoldingsChannel reports. The institutional investor owned 159,850 shares of the company’s stock after acquiring an additional 27,220 shares during the quarter. Dollar General comprises 1.4% of QV Investors Inc.’s holdings, making the stock its 24th biggest position. QV Investors Inc.’s holdings in Dollar General were worth $18,400,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DG. State Street Corp boosted its holdings in shares of Dollar General by 0.5% in the fourth quarter. State Street Corp now owns 11,017,002 shares of the company’s stock valued at $1,462,727,000 after acquiring an additional 53,624 shares during the period. Morgan Stanley raised its position in Dollar General by 35.0% in the 4th quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock valued at $832,513,000 after purchasing an additional 1,624,748 shares during the last quarter. Geode Capital Management LLC raised its position in Dollar General by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after purchasing an additional 42,936 shares during the last quarter. AQR Capital Management LLC boosted its stake in Dollar General by 47.9% during the 4th quarter. AQR Capital Management LLC now owns 3,734,500 shares of the company’s stock worth $495,830,000 after purchasing an additional 1,208,892 shares during the period. Finally, Arrowstreet Capital Limited Partnership boosted its stake in Dollar General by 6.2% during the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,868,239 shares of the company’s stock worth $340,546,000 after purchasing an additional 167,546 shares during the period. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Dollar General Stock Down 0.3%

Shares of NYSE:DG opened at $122.57 on Monday. The company has a market cap of $27.04 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 1.79 and a beta of 0.23. The firm’s 50-day simple moving average is $121.41 and its 200-day simple moving average is $122.99. The company has a quick ratio of 0.31, a current ratio of 1.21 and a debt-to-equity ratio of 0.49. Dollar General Corporation has a fifty-two week low of $95.11 and a fifty-two week high of $158.23.

Dollar General (NYSE:DG) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.01 by $0.47. The business had revenue of $11.29 billion for the quarter, compared to analyst estimates of $11.20 billion. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. The business’s revenue was up 5.2% compared to the same quarter last year. During the same period in the previous 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 research analysts predict that Dollar General Corporation will post 7.63 earnings per share for the current year.

Dollar General Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Tuesday, October 6th will be given a dividend of $0.59 per share. The ex-dividend date is Tuesday, October 6th. This represents a $2.36 annualized dividend and a yield of 1.9%. Dollar General’s payout ratio is presently 30.69%.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Oppenheimer restated an “outperform” rating and issued a $150.00 price objective on shares of Dollar General in a research note on Tuesday, August 25th. Daiwa Securities Group lowered their price target on Dollar General from $136.00 to $111.00 and set a “neutral” rating on the stock in a report on Thursday, June 4th. Loop Capital boosted their price target on Dollar General from $110.00 to $115.00 and gave the company a “hold” rating in a research report on Wednesday, June 3rd. BMO Capital Markets upped their price objective on Dollar General from $120.00 to $135.00 and gave the company a “market perform” rating in a research note on Friday. Finally, Jefferies Financial Group decreased their price objective on Dollar General from $155.00 to $135.00 and set a “buy” rating for the company in a research report on Wednesday, June 3rd. Ten analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $134.65.

Dollar General News Roundup

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

• Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
• Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
• Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
• Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

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.