Capital World Investors Sells 73,879 Shares of Dollar General Corporation $DG

Capital World Investors reduced its position in Dollar General Corporation (NYSE:DG) by 7.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 970,547 shares of the company’s stock after selling 73,879 shares during the period. Capital World Investors’ holdings in Dollar General were worth $100,306,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Cardinal Point Capital Management ULC raised its stake in shares of Dollar General by 5.0% in the third quarter. Cardinal Point Capital Management ULC now owns 2,120 shares of the company’s stock worth $219,000 after purchasing an additional 100 shares during the last quarter. Meridian Wealth Management LLC boosted its position in shares of Dollar General by 5.5% during the third quarter. Meridian Wealth Management LLC now owns 1,955 shares of the company’s stock valued at $202,000 after buying an additional 102 shares during the last quarter. Accurate Wealth Management LLC increased its holdings in Dollar General by 1.2% in the 3rd quarter. Accurate Wealth Management LLC now owns 9,182 shares of the company’s stock worth $952,000 after buying an additional 108 shares in the last quarter. Stablepoint Partners LLC raised its position in Dollar General by 0.6% in the 2nd quarter. Stablepoint Partners LLC now owns 17,474 shares of the company’s stock worth $1,999,000 after buying an additional 110 shares during the last quarter. Finally, Smith Moore & CO. raised its position in Dollar General by 2.7% in the 3rd quarter. Smith Moore & CO. now owns 4,387 shares of the company’s stock worth $453,000 after buying an additional 115 shares during the last quarter. 91.77% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts recently weighed in on DG shares. Raymond James Financial restated an “outperform” rating and set a $135.00 price objective on shares of Dollar General in a research report on Friday, December 5th. UBS Group reaffirmed a “buy” rating and issued a $168.00 target price on shares of Dollar General in a research report on Friday, February 6th. Citigroup boosted their target price on shares of Dollar General from $112.00 to $138.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. Wells Fargo & Company raised their price target on Dollar General from $115.00 to $125.00 and gave the stock an “equal weight” rating in a research note on Friday, December 19th. Finally, Wolfe Research reaffirmed an “outperform” rating on shares of Dollar General in a report on Thursday. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $145.67.

Dollar General Stock Performance

NYSE:DG opened at $135.34 on Friday. The stock has a 50-day moving average price of $147.80 and a 200 day moving average price of $123.48. The stock has a market capitalization of $29.79 billion, a P/E ratio of 23.37, a P/E/G ratio of 2.39 and a beta of 0.23. Dollar General Corporation has a 12-month low of $76.44 and a 12-month high of $158.23. The company has a current ratio of 1.17, a quick ratio of 0.24 and a debt-to-equity ratio of 0.63.

Dollar General (NYSE:DG) last announced its quarterly earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.57 by $0.36. The company had revenue of $10.91 billion for the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. Dollar General’s revenue for the quarter was up 5.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Equities research analysts forecast that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be paid a $0.59 dividend. This represents a $2.36 annualized dividend and a dividend yield of 1.7%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is presently 40.76%.

Insider Transactions at Dollar General

In related news, EVP Rhonda Taylor sold 7,500 shares of the stock in a transaction on 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 in the company, valued at approximately $9,913,335.88. This represents a 9.26% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP Roderick J. West sold 2,282 shares of the firm’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total transaction of $304,304.70. Following the completion of the sale, the executive vice president owned 36,108 shares of the company’s stock, valued at $4,815,001.80. This trade represents a 5.94% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 19,558 shares of company stock worth $2,638,868. 0.56% of the stock is currently owned by company insiders.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Q4 beat on revenue and EPS, with margin improvement and rising same-store sales (Q4 net sales +5.9%, comps +4.3%, GAAP EPS $1.93). Dollar General Reports Strong Fourth Quarter
• Positive Sentiment: Digital engagement is growing (about 7 million app users), supporting omnichannel and customer retention initiatives. Dollar General Logs 7 Million App Users
• Positive Sentiment: Institutional investors have been buying the dip, which MarketBeat flags as a supportive sign for longer-term upside if fundamentals hold. Dollar General Holds Its Ground at Critical Level, Signals Buy
• Positive Sentiment: Board continues shareholder returns: quarterly dividend declared (annualized ~$2.36; ~1.7% yield), signaling cash-flow confidence.
• Neutral Sentiment: Fiscal‑2026 guidance is mixed: management gave EPS guidance that sits above some estimates (FY EPS $7.10–7.35) and revenue guidance near Street levels, but comparable‑sales guidance was softer — a mixed signal for growth vs. profitability.
• Neutral Sentiment: Macro volatility (broader market selloff and rising oil) exacerbated intraday weakness in retail names, adding pressure to DG shares independent of company fundamentals.
• Negative Sentiment: Investors focused on the company’s slower FY26 comparable‑sales outlook and “muted” annual sales forecast, which many viewed as below Street expectations and the main reason the stock declined after the beat. Dollar General forecasts annual sales below estimates
• Negative Sentiment: Analysts are mixed: some maintained ratings but trimmed price targets or emphasized rising competitive pressure and slower profit-growth, leaving the consensus biased toward “Hold” and weighing on constructive near-term momentum. Dollar General: Solid Near‑Term Performance but Slower Profit Growth

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.