Nykredit A S Makes New Investment in Dollar General Corporation $DG

Nykredit A S acquired a new stake in Dollar General Corporation (NYSE:DG) during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 75,925 shares of the company’s stock, valued at approximately $8,740,000.

A number of other large investors have also made changes to their positions in DG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake 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 purchasing an additional 1,185 shares during the last quarter. NewEdge Advisors LLC raised its position 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 buying an additional 1,148 shares during the last quarter. Woodline Partners LP raised its position 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 buying an additional 5,373 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dollar General during the second quarter valued at approximately $211,000. Finally, Jump Financial LLC purchased a new position in shares of Dollar General during the second quarter valued at approximately $209,000. 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: Dollar General reported second-quarter sales of approximately $11.29 billion and net income of $550.3 million. Earnings per share of $2.48 exceeded the $2.01 consensus estimate, while revenue increased 5.2% year over year. Will Dollar General’s Raised Guidance and AI Bet Reshape Its Margin and Expansion Narrative?
• Positive Sentiment: The company raised its full-year 2026 earnings outlook to $7.80-$8.00 per share, above the roughly $7.68 consensus cited in the coverage. It also reaffirmed its $0.59 quarterly dividend, supporting the income-investment case. Raised Guidance and AI Bet
• Positive Sentiment: Dollar General reiterated plans for approximately 4,730 real-estate projects and announced an artificial-intelligence partnership with RELEX Solutions to improve forecasting and replenishment. Better inventory management could support sales, reduce out-of-stocks and improve margins over time. AI and Expansion Plans
• Positive Sentiment: Argus raised its price target from $165 to $170 and initiated or reiterated a Buy rating, implying substantial upside from the referenced trading level. J.P. Morgan also maintained its Buy rating. J.P. Morgan Buy Rating
• Neutral Sentiment: Recent Zacks and other analysis describes DG as a potentially attractive long-term value or countercyclical stock, but these articles are valuation commentary rather than new fundamental catalysts. Dollar General Long-Term Value Analysis
• Negative Sentiment: Chief Executive Todd Vasos warned that Dollar General’s core customers remain under financial pressure and are changing their shopping behavior. Persistent consumer distress could weigh on discretionary purchases, product mix and margins despite the stronger quarter. Dollar General CEO Customer Warning

Wall Street Analyst Weigh In

DG has been the subject of several recent analyst reports. Piper Sandler lifted their target price on shares of Dollar General from $118.00 to $123.00 and gave the stock a “neutral” rating in a research note on Friday, August 28th. HSBC reduced their price target on Dollar General from $141.00 to $125.00 and set a “hold” rating on the stock in a research note on Wednesday, June 3rd. Deutsche Bank Aktiengesellschaft lifted their price objective on Dollar General from $110.00 to $114.00 and gave the company a “hold” rating in a research report on Thursday, June 4th. Gordon Haskett lowered Dollar General from a “buy” rating to a “hold” rating and dropped their target price for the company from $140.00 to $110.00 in a research note on Friday, May 22nd. Finally, Evercore reduced their target price on Dollar General from $145.00 to $140.00 in a research report on Wednesday, June 3rd. Ten research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $135.35.

Dollar General Stock Up 1.5%

Shares of DG opened at $133.23 on Friday. The firm has a market cap of $29.39 billion, a PE ratio of 17.33, a price-to-earnings-growth ratio of 1.82 and a beta of 0.23. The company’s fifty day moving average is $122.82 and its two-hundred day moving average is $122.54. Dollar General Corporation has a fifty-two week low of $95.11 and a fifty-two week high of $158.23. 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 (NYSE:DG) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.48 EPS for the quarter, topping analysts’ consensus estimates of $2.01 by $0.47. The business had revenue of $11.29 billion during the quarter, compared to the consensus estimate of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The business’s revenue for the quarter was up 5.2% on a year-over-year basis. During the same period in the prior year, the firm posted $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Analysts forecast that Dollar General Corporation will post 7.68 earnings per share for the current year.

Dollar General Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Stockholders of record on Tuesday, October 6th will be issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date is Tuesday, October 6th. Dollar General’s dividend payout ratio (DPR) is 30.69%.

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.