Yousif Capital Management LLC Purchases 55,297 Shares of Dollar General Corporation $DG

Yousif Capital Management LLC increased its position in Dollar General Corporation (NYSE:DG) by 216.8% during the 3rd quarter, Holdings Channel reports. The firm owned 80,804 shares of the company’s stock after acquiring an additional 55,297 shares during the quarter. Yousif Capital Management LLC’s holdings in Dollar General were worth $9,663,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Bank of New York Mellon Corp bought a new stake in Dollar General during the 2nd quarter valued at $162,412,000. Flossbach Von Storch SE bought a new position in shares of Dollar General during the 2nd quarter worth $81,178,000. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of Dollar General during the 2nd quarter worth $50,887,000. Renaissance Technologies LLC grew its position in shares of Dollar General by 121.3% during the 1st quarter. Renaissance Technologies LLC now owns 704,204 shares of the company’s stock worth $83,610,000 after buying an additional 386,000 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. bought a new position in shares of Dollar General during the 2nd quarter worth $33,649,000. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Dollar General

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 Performance

Shares of NYSE:DG opened at $132.65 on Friday. The firm has a 50 day moving average of $125.82 and a 200 day moving average of $119.72. The company has a quick ratio of 0.31, a current ratio of 1.21 and a debt-to-equity ratio of 0.49. The company has a market capitalization of $29.27 billion, a price-to-earnings ratio of 17.25, a price-to-earnings-growth ratio of 1.81 and a beta of 0.23. Dollar General Corporation has a 52 week low of $95.11 and a 52 week high of $158.23.

Dollar General (NYSE:DG) last announced its earnings results on Thursday, August 27th. The company reported $2.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.47. The business had revenue of $11.29 billion for the quarter, compared to analysts’ expectations 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 quarter last year, the firm earned $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, sell-side analysts predict that Dollar General Corporation will post 7.69 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th were paid a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, October 6th. Dollar General’s dividend payout ratio is 30.69%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. Wolfe Research restated an “outperform” rating and set a $143.00 price target on shares of Dollar General in a research note on Thursday, August 13th. The Goldman Sachs Group upped their price objective on shares of Dollar General from $128.00 to $141.00 and gave the stock a “neutral” rating in a research note on Friday, August 28th. Weiss Ratings upgraded shares of Dollar General from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, September 10th. Sanford C. Bernstein reiterated an “outperform” rating and set a $160.00 target price on shares of Dollar General in a report on Friday, August 28th. Finally, BNP Paribas Exane raised their target price on shares of Dollar General from $113.00 to $129.00 and gave the company a “neutral” rating in a research report on Friday, August 28th. Twelve investment analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $137.96.

About Dollar General

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.