Royal London Asset Management Ltd. Has $73.52 Million Stock Position in Dollar General Corporation $DG

Royal London Asset Management Ltd. grew its position in Dollar General Corporation (NYSE:DG) by 30.7% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 638,681 shares of the company’s stock after acquiring an additional 149,869 shares during the period. Royal London Asset Management Ltd.’s holdings in Dollar General were worth $73,519,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of DG. Geode Capital Management LLC raised its position in Dollar General by 0.8% in the fourth quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company’s stock valued at $754,857,000 after purchasing an additional 42,936 shares during the period. Norges Bank acquired a new stake in shares of Dollar General in the fourth quarter valued at $133,431,000. KBC Group NV raised its holdings in shares of Dollar General by 63.8% in the 1st quarter. KBC Group NV now owns 60,896 shares of the company’s stock valued at $7,230,000 after buying an additional 23,710 shares during the period. Pinebridge Investments LLC acquired a new position in Dollar General during the 4th quarter worth about $11,864,000. Finally, Dana Investment Advisors Inc. boosted its holdings in Dollar General by 36.0% during the 4th quarter. Dana Investment Advisors Inc. now owns 39,170 shares of the company’s stock valued at $5,201,000 after acquiring an additional 10,370 shares during the period. Institutional investors own 91.77% of the company’s stock.

Dollar General Stock Performance

NYSE:DG opened at $122.57 on Friday. Dollar General Corporation has a 12 month low of $95.11 and a 12 month high of $158.23. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.21 and a quick ratio of 0.25. The firm has a market capitalization of $27.04 billion, a PE ratio of 15.94, a price-to-earnings-growth ratio of 1.78 and a beta of 0.23. The business’s fifty day moving average price is $121.41 and its 200 day moving average price is $123.16.

Dollar General (NYSE:DG) last announced 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. The company 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%.Dollar General’s revenue for the quarter was up 5.2% on a year-over-year basis. During the same period in the previous year, the business earned $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, sell-side analysts anticipate that Dollar General Corporation will post 7.9 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Tuesday, October 6th will be issued a dividend of $0.59 per share. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $2.36 dividend on an annualized basis and a yield of 1.9%. Dollar General’s dividend payout ratio (DPR) is presently 33.38%.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
• Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
• Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
• Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

Analyst Upgrades and Downgrades

A number of analysts have issued reports on DG shares. Deutsche Bank Aktiengesellschaft boosted their price target on shares of Dollar General from $110.00 to $114.00 and gave the stock a “hold” rating in a research note on Thursday, June 4th. Rothschild & Co Redburn dropped their price objective on shares of Dollar General from $111.00 to $90.00 and set a “sell” rating for the company in a report on Monday, May 18th. UBS Group reiterated a “buy” rating on shares of Dollar General in a report on Wednesday, May 27th. Morgan Stanley raised their price target on shares of Dollar General from $132.00 to $145.00 and gave the company an “equal weight” rating in a research report on Friday. Finally, Citigroup upped their price objective on Dollar General from $116.00 to $133.00 and gave the stock a “neutral” rating in a research report on Friday. 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’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $134.65.

Dollar General Company 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.