Dollar General Corporation $DG Shares Sold by Holocene Advisors LP

Holocene Advisors LP lowered its stake in Dollar General Corporation (NYSE:DG) by 31.5% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 1,696,313 shares of the company’s stock after selling 778,699 shares during the quarter. Holocene Advisors LP owned 0.77% of Dollar General worth $175,314,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Elevation Point Wealth Partners LLC acquired a new position in shares of Dollar General during the 2nd quarter worth about $25,000. Caldwell Trust Co acquired a new position in Dollar General in the 2nd quarter valued at $25,000. Root Financial Partners LLC acquired a new stake in Dollar General during the 3rd quarter worth $26,000. Peoples Financial Services CORP. acquired a new stake in shares of Dollar General in the third quarter valued at about $35,000. Finally, Byrne Asset Management LLC boosted its position in Dollar General by 952.6% during the third quarter. Byrne Asset Management LLC now owns 400 shares of the company’s stock worth $41,000 after acquiring an additional 362 shares during the last quarter. 91.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages recently commented on DG. Wall Street Zen upgraded Dollar General from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Argus raised their target price on Dollar General from $135.00 to $152.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Deutsche Bank Aktiengesellschaft upgraded shares of Dollar General from a “hold” rating to a “buy” rating and set a $170.00 price objective on the stock in a report on Thursday, January 8th. Loop Capital increased their price objective on shares of Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Finally, Truist Financial set a $139.00 price objective on Dollar General in a research note on Thursday. Fourteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $145.52.

Dollar General Price Performance

Dollar General stock opened at $131.63 on Monday. Dollar General Corporation has a 12-month low of $77.52 and a 12-month high of $158.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. The stock has a market cap of $28.97 billion, a P/E ratio of 19.22, a price-to-earnings-growth ratio of 2.15 and a beta of 0.23. The company has a fifty day simple moving average of $147.70 and a 200-day simple moving average of $123.80.

Dollar General (NYSE:DG) last posted its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The firm had revenue of $10.91 billion during the quarter, compared to analysts’ expectations of $10.78 billion. During the same quarter in the previous year, the business earned $0.87 earnings per share. The firm’s revenue was up 5.9% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Equities analysts expect that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th will be given a $0.59 dividend. The ex-dividend date is Tuesday, April 7th. This represents a $2.36 annualized dividend and a yield of 1.8%. Dollar General’s dividend payout ratio is 34.45%.

Dollar General News Summary

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

• Positive Sentiment: Q4 results materially beat expectations — revenue of ~$10.9B (+5.9% YoY), same-store sales up 4.3% and GAAP EPS of $1.93, with margin expansion that management attributes to cost controls and store efforts. This underpins near-term fundamentals. DG Q4 Deep Dive
• Positive Sentiment: Institutional investors have been buyers on the dip and technicals showed quick support after the drop, suggesting a base for a rebound if forward signals improve. MarketBeat: Holds Its Ground
• Positive Sentiment: Management continues returning capital (quarterly dividend announced) and highlighted balance-sheet improvements and margin momentum, which supports long-term cash returns. BusinessWire: Q4 Results
• Neutral Sentiment: Store-footprint rationalization: DG closed hundreds of locations after evaluating its footprint — a drag in the near term but positioned to improve profitability and comps over time. FastCompany: Store Closures
• Neutral Sentiment: Dollar General has outperformed the Dow over the past year, but analysts are cautious — the setup is mixed: upside potential exists but may require follow-through later in 2026. Barchart: Outperforming the Dow?
• Negative Sentiment: Guidance disappointed: management offered a more muted 2026 sales/same-store-sales outlook than some had modeled, which is the primary reason investors sold the stock despite the beat. Yahoo: Why DG Is Down
• Negative Sentiment: Mixed analyst responses and price-target moves — several firms trimmed targets or kept hold/neutral ratings (some smaller upward adjustments), leaving near-term sentiment mixed and limiting immediate upside. Benzinga: Analyst Coverage
• Negative Sentiment: Broader market weakness (oil-driven risk-off and equity declines) amplified selling pressure across retail names, exacerbating DG’s pullback after the cautious guide. Yahoo: Market Headwinds

Insider Buying and Selling at Dollar General

In related news, 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 transaction, the executive vice president owned 73,492 shares of the company’s stock, valued at $9,913,335.88. This trade represents a 9.26% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Bryan D. Wheeler sold 9,776 shares of the business’s stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $135.32, for a total value of $1,322,888.32. Following the completion of the transaction, the executive vice president directly owned 22,295 shares in the company, valued at approximately $3,016,959.40. The trade was a 30.48% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 19,558 shares of company stock worth $2,638,868. 0.56% of the stock is owned by company insiders.

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.