Dollar General Corporation $DG Shares Sold by Victory Capital Management Inc.

Victory Capital Management Inc. trimmed its position in shares of Dollar General Corporation (NYSE:DG) by 50.6% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 109,614 shares of the company’s stock after selling 112,210 shares during the period. Victory Capital Management Inc.’s holdings in Dollar General were worth $11,329,000 at the end of the most recent reporting period.

Other hedge funds have also recently added to or reduced their stakes in the company. Arrowstreet Capital Limited Partnership lifted its position 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 buying an additional 1,458,093 shares during the last quarter. Norges Bank acquired a new stake in shares of Dollar General in the second quarter valued at about $154,371,000. Massachusetts Financial Services Co. MA boosted its position in shares of Dollar General by 15,369.9% in the 2nd quarter. Massachusetts Financial Services Co. MA now owns 1,219,179 shares of the company’s stock worth $139,450,000 after buying an additional 1,211,298 shares in the last quarter. Laurel Wealth Advisors LLC raised its position in shares of Dollar General by 10,936.5% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,204,193 shares of the company’s stock worth $137,736,000 after purchasing an additional 1,193,282 shares during 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 valued at $134,766,000 after buying an additional 1,053,555 shares during the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Jefferies Financial Group increased their price target on shares of Dollar General from $165.00 to $178.00 in a research note on Wednesday, February 25th. Guggenheim lifted their price objective on Dollar General from $140.00 to $165.00 and gave the company a “buy” rating in a research note on Tuesday, February 17th. Truist Financial set a $144.00 price target on shares of Dollar General in a report on Friday, January 16th. Oppenheimer boosted their price objective on shares of Dollar General from $145.00 to $170.00 and gave the stock an “outperform” rating in a research note on Tuesday, February 24th. Finally, Piper Sandler raised their target price on shares of Dollar General from $129.00 to $132.00 and gave the company a “neutral” rating in a research note on Friday, March 6th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $146.15.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Dollar General posted a Q4 earnings beat — $1.93 EPS vs. $1.57 expected — and revenue of $10.91B that topped estimates; same-store sales rose 4.3% and operating profit jumped sharply. These results point to improved margin traction and execution. Press Release
• Positive Sentiment: Research support — Wolfe Research raised its price target to $165, signaling some analyst confidence in DG’s outlook despite mixed forward commentary. Wolfe Research Raises PT
• Positive Sentiment: Longer-term performance: DG has outpaced the Dow over the past year, suggesting investor appetite for discount-retailer exposure as consumers seek value. Is DG Outperforming the Dow?
• Neutral Sentiment: Macro/theme coverage notes that discount-retailer ETFs and value-focused names could benefit from budget-conscious consumers — a sector tailwind that may support DG over time. ETFs That Could Benefit
• Neutral Sentiment: Pre-market and analyst chatter (calls, watchlists) increased ahead of the report — heightened attention can amplify intraday moves but doesn’t change fundamentals. Stocks to Watch
• Negative Sentiment: Guidance worry — Dollar General forecast annual comparable sales below Wall Street estimates and noted customers shifting to Walmart and online for better deals; that guidance is the primary driver of today’s weakness. DG Forecasts Sales Below Estimates
• Negative Sentiment: Mixed analyst view — Telsey reaffirmed a “Market Perform” rating, underscoring cautious sentiment among some sell-side analysts despite the beat. Telsey Reaffirms Rating

Dollar General Stock Performance

Shares of DG stock opened at $144.70 on Thursday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. The company’s fifty day moving average price is $147.75 and its two-hundred day moving average price is $123.40. The firm has a market capitalization of $31.85 billion, a P/E ratio of 24.99, a P/E/G ratio of 2.41 and a beta of 0.23. Dollar General Corporation has a 12 month low of $74.67 and a 12 month high of $158.23.

Dollar General (NYSE:DG) last announced its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.36. The business had revenue of $10.91 billion for the quarter, compared to analyst estimates of $10.78 billion. Dollar General had a return on equity of 18.59% and a net margin of 3.03%.Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. On average, research analysts anticipate that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Insider Activity at Dollar General

In related news, EVP Rhonda Taylor sold 7,500 shares of the business’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total value of $1,011,675.00. Following the completion of the sale, the executive vice president directly owned 73,492 shares of the company’s stock, valued at $9,913,335.88. The trade was a 9.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, EVP Roderick J. West sold 2,282 shares of the stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $133.35, for a total value of $304,304.70. Following the transaction, the executive vice president directly owned 36,108 shares in the company, valued at approximately $4,815,001.80. This represents a 5.94% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 22,074 shares of company stock valued at $2,972,288. 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.