Banyan Capital Management Inc. Buys 10,402 Shares of Dollar General Corporation $DG

Banyan Capital Management Inc. grew its stake in Dollar General Corporation (NYSE:DG) by 9.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 118,491 shares of the company’s stock after buying an additional 10,402 shares during the quarter. Dollar General accounts for about 5.6% of Banyan Capital Management Inc.’s portfolio, making the stock its 7th largest holding. Banyan Capital Management Inc. owned about 0.05% of Dollar General worth $12,246,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of DG. Arrowstreet Capital Limited Partnership grew its stake in shares of Dollar General by 116.0% during the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after purchasing an additional 1,458,093 shares during the period. Norges Bank purchased a new stake in Dollar General during the second quarter worth $154,371,000. Massachusetts Financial Services Co. MA grew its position in Dollar General by 15,369.9% during the second quarter. Massachusetts Financial Services Co. MA now owns 1,219,179 shares of the company’s stock valued at $139,450,000 after buying an additional 1,211,298 shares during the period. Laurel Wealth Advisors LLC increased its holdings in Dollar General by 10,936.5% in the second quarter. Laurel Wealth Advisors LLC now owns 1,204,193 shares of the company’s stock valued at $137,736,000 after buying an additional 1,193,282 shares in the last quarter. Finally, DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in shares of Dollar General by 845.0% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 1,178,232 shares of the company’s stock worth $134,766,000 after acquiring an additional 1,053,555 shares during the period. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

More Dollar General News

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

• Positive Sentiment: Dollar General says its delivery footprint now reaches roughly 17,000 stores, accelerating online-to-store fulfillment and boosting same‑day convenience in rural markets — a clear revenue‑growth lever. Dollar General Delivery Push Reaches 17,000 Stores As Valuation Debated
• Positive Sentiment: Retail Dive reports Dollar General is expanding rural same‑day delivery, reinforcing its edge in underserved areas where big competitors are less present — upside for basket growth and frequency. Dollar General expands reach of rural same-day delivery service
• Positive Sentiment: Multiple sell‑side notes are bullish: Evercore ISI and Gordon Haskett publish forecasts expecting meaningful price appreciation, which can support investor confidence and drive buy‑side flows. Evercore ISI Forecasts Strong Price Appreciation for Dollar General (NYSE:DG) Stock Dollar General (NYSE:DG) Stock Price Expected to Rise, Gordon Haskett Analyst Says
• Positive Sentiment: Zacks highlights DG as a “Bull of the Day” and adds it to a Zacks Rank #1 (Strong Buy) growth list — signals that some quant/retail models view DG as a near‑term outperformer. Bull of the Day: Dollar General (DG) Best Growth Stocks to Buy for January 29th
• Positive Sentiment: Short interest fell sharply in January (down ~17.7% to ~8.28M shares), reducing one potential near‑term pressure point on the stock.
• Neutral Sentiment: Analyst comparisons: Zacks pieces compare DG to Costco and Ross Stores, arguing DG may offer more upside due to turnaround, real estate and digital expansion — useful context for relative valuation decisions. Costco vs. Dollar General: Which Discount Retailer Is the Better Buy? DG vs. ROST: Which Stock Is the Better Value Option?
• Negative Sentiment: Despite the positive headlines, DG shares recently pulled back (Zacks noted a decline while the broader market gained), reflecting investor debate over valuation and near‑term profit‑taking. Dollar General (DG) Stock Sinks As Market Gains: Here’s Why

Dollar General Trading Down 2.4%

Shares of DG opened at $141.62 on Friday. Dollar General Corporation has a 52-week low of $69.32 and a 52-week high of $154.75. The stock has a market cap of $31.17 billion, a PE ratio of 24.46, a price-to-earnings-growth ratio of 2.63 and a beta of 0.26. The firm’s fifty day moving average is $133.62 and its two-hundred day moving average is $115.62. The company has a quick ratio of 0.24, a current ratio of 1.17 and a debt-to-equity ratio of 0.63.

Dollar General (NYSE:DG) last posted its quarterly earnings results on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, topping the consensus estimate of $0.95 by $0.33. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The firm had revenue of $10.65 billion for the quarter, compared to the consensus estimate of $10.60 billion. During the same period last year, the firm posted $0.89 earnings per share. The company’s revenue for the quarter was up 4.6% on a year-over-year basis. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. Research analysts forecast that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Tuesday, January 6th were paid a $0.59 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.7%. Dollar General’s dividend payout ratio (DPR) is 40.76%.

Analyst Ratings Changes

Several brokerages recently weighed in on DG. Oppenheimer lifted their price target on Dollar General from $138.00 to $145.00 and gave the company an “outperform” rating in a research note on Friday, December 5th. Guggenheim raised their price objective on Dollar General from $125.00 to $140.00 and gave the company a “buy” rating in a report on Friday, December 5th. Daiwa Capital Markets upped their target price on Dollar General from $113.00 to $130.00 and gave the stock a “neutral” rating in a research note on Monday, December 8th. BMO Capital Markets lifted their price target on shares of Dollar General from $115.00 to $130.00 and gave the company a “market perform” rating in a research note on Friday, December 5th. Finally, Evercore ISI boosted their price target on shares of Dollar General from $140.00 to $143.00 in a report on Tuesday. Fourteen analysts have rated the stock with a Buy rating and fifteen have issued a Hold rating to the company. According to MarketBeat.com, Dollar General has an average rating of “Hold” and an average price target of $141.27.

Insider Buying and Selling at Dollar General

In other news, CAO Anita C. Elliott sold 2,516 shares of the business’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $132.52, for a total transaction of $333,420.32. Following the transaction, the chief accounting officer owned 29,344 shares of the company’s stock, valued at approximately $3,888,666.88. The trade was a 7.90% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Rhonda Taylor sold 7,500 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the sale, the executive vice president owned 73,492 shares of the company’s stock, valued at approximately $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 58,673 shares of company stock worth $7,713,389. Corporate insiders own 0.56% of the company’s stock.

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.