NEOS Investment Management LLC Raises Stock Position in Dollar General Corporation $DG

NEOS Investment Management LLC lifted its holdings in shares of Dollar General Corporation (NYSE:DG) by 14.4% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,324 shares of the company’s stock after acquiring an additional 4,452 shares during the quarter. NEOS Investment Management LLC’s holdings in Dollar General were worth $4,066,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Fideuram Asset Management Ireland dac acquired a new stake in shares of Dollar General in the fourth quarter valued at about $25,000. Caitong International Asset Management Co. Ltd lifted its position in Dollar General by 4,550.0% during the 4th 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 in the last quarter. Evergreen Advisors LLC acquired a new position in Dollar General during the 1st quarter worth approximately $25,000. Annis Gardner Whiting Capital Advisors LLC boosted its holdings in Dollar General by 69.3% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company’s stock worth $26,000 after acquiring an additional 79 shares during the period. Finally, Reflection Asset Management purchased a new position in Dollar General in the 4th quarter worth approximately $28,000. 91.77% of the stock is owned by hedge funds and other institutional investors.

Dollar General News Roundup

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 Analysts Forecast Growth

A number of analysts have recently issued reports on DG shares. The Goldman Sachs Group lifted their price objective on shares of Dollar General from $128.00 to $141.00 and gave the company a “neutral” rating in a research note on Friday, August 28th. Wolfe Research restated an “outperform” rating and issued a $143.00 target price on shares of Dollar General in a research note on Thursday, August 13th. Guggenheim reiterated a “buy” rating and issued a $140.00 price objective on shares of Dollar General in a report on Monday, August 31st. Weiss Ratings reissued a “hold (c)” rating on shares of Dollar General in a research report on Wednesday, July 8th. Finally, Barclays lowered their target price on Dollar General from $151.00 to $148.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Ten equities research 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’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $135.35.

Dollar General Stock Up 0.0%

DG stock opened at $133.23 on Monday. Dollar General Corporation has a twelve month low of $95.11 and a twelve month high of $158.23. 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 company has a market capitalization of $29.39 billion, a P/E ratio of 17.33, a PEG ratio of 1.82 and a beta of 0.23. The firm has a 50 day simple moving average of $122.82 and a 200-day simple moving average of $122.32.

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. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. The business had revenue of $11.29 billion during the quarter, compared to analyst estimates of $11.20 billion. During the same quarter in the previous year, the firm earned $1.86 earnings per share. The business’s revenue was up 5.2% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, equities research analysts predict that Dollar General Corporation will post 7.68 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Stockholders of record on Tuesday, October 6th will be paid 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 is 30.69%.

About Dollar General

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.