Prana Capital Management LP Makes New $840,000 Investment in Dollar General Corporation $DG

Prana Capital Management LP purchased a new stake in shares of Dollar General Corporation (NYSE:DG) during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 8,126 shares of the company’s stock, valued at approximately $840,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Vanguard Group Inc. increased its holdings in Dollar General by 0.3% during the 3rd quarter. Vanguard Group Inc. now owns 26,896,503 shares of the company’s stock worth $2,779,754,000 after acquiring an additional 78,854 shares during the period. State Street Corp boosted its holdings in Dollar General by 9.1% in the 3rd quarter. State Street Corp now owns 10,963,378 shares of the company’s stock valued at $1,133,065,000 after purchasing an additional 913,373 shares during the period. Arrowstreet Capital Limited Partnership boosted its holdings in Dollar General by 3.6% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 2,811,797 shares of the company’s stock valued at $290,599,000 after purchasing an additional 96,825 shares during the period. Invesco Ltd. grew its position in shares of Dollar General by 7.4% during the 3rd quarter. Invesco Ltd. now owns 2,725,276 shares of the company’s stock valued at $281,657,000 after purchasing an additional 188,949 shares in the last quarter. Finally, Baupost Group LLC MA increased its holdings in shares of Dollar General by 26.7% in the second quarter. Baupost Group LLC MA now owns 2,666,876 shares of the company’s stock worth $305,037,000 after purchasing an additional 562,000 shares during the period. 91.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research firms recently commented on DG. BMO Capital Markets boosted their target price on Dollar General from $130.00 to $145.00 and gave the stock a “market perform” rating in a research report on Friday, February 13th. Gordon Haskett lifted their price target on Dollar General from $170.00 to $180.00 and gave the company a “buy” rating in a research report on Wednesday, February 11th. Loop Capital boosted their price objective on Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a report on Friday, February 6th. Daiwa Securities Group raised their target price on shares of Dollar General from $113.00 to $130.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. Finally, Evercore dropped their target price on shares of Dollar General from $145.00 to $144.00 in a research report on Tuesday, March 3rd. Fourteen analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Dollar General currently has an average rating of “Hold” and an average target price of $145.33.

Insider Transactions at Dollar General

In other Dollar General news, EVP Bryan D. Wheeler sold 9,776 shares of the company’s stock in a transaction dated Friday, December 19th. The shares were sold at an average price of $135.32, for a total transaction of $1,322,888.32. Following the completion of the sale, the executive vice president directly owned 22,295 shares in the company, valued at $3,016,959.40. This represents a 30.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. 0.56% of the stock is currently owned by insiders.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General highlighted at TPM26 that improved ocean schedule reliability and better carrier schedule accuracy are helping optimize production planning and reduce stockouts — a direct boost to inventory turns and sales availability that can lift margins. Ocean reliability drives inventory management gains, retailers say
• Positive Sentiment: Analyst/strategy pieces (Seeking Alpha) argue FY25 execution — improving merchandising, cost control and store productivity — points to additional upside beyond recent results, supporting a constructive medium‑term thesis. Dollar General: FY25 Execution Points To More Upside
• Positive Sentiment: UBS says the operational improvements shown in fiscal Q4 look sustainable and that the market may have overreacted to the quarter — a supportive institutional view that can underpin a rebound if execution continues. Dollar General’s Improvements ‘Sustainable’ Despite Market Reaction to Fiscal Q4, UBS Says
• Positive Sentiment: One outlet reported a modest upward price‑target revision to $133, signaling at least some analyst conviction above current levels. Dollar General (NYSE:DG) Price Target Raised to $133.00
• Neutral Sentiment: Comparative coverage (Dollar Tree vs. Dollar General) highlights valuation and strategy tradeoffs for investors; useful context but not an immediate catalyst. Dollar Tree vs Dollar General
• Neutral Sentiment: Coverage of KeyCorp’s Q1 outlook for DG provides modeling detail investors can use to compare against company guidance; informational but not a headline mover by itself. What is KeyCorp’s Forecast for Dollar General Q1 Earnings?
• Neutral Sentiment: Peer earnings (Dollar Tree) showed mixed reaction: Dollar Tree beat but guided cautiously — a reminder that the discount retail group faces mixed signals from consumer patterns. Dollar Tree’s Guidance Was Light. Why the Stock Is Rising Anyway After Earnings.
• Negative Sentiment: Several broker notes reduced price targets: Guggenheim cut its target (reported) and Morgan Stanley lowered its target to $150 — these downgrades contribute to near‑term selling pressure and investor caution. Guggenheim Cuts Dollar General (NYSE:DG) Price Target to $160.00 Morgan Stanley Cuts Dollar General (NYSE:DG) Price Target to $150.00
• Negative Sentiment: Short‑term market reaction to the fiscal Q4 print pushed shares lower despite the company’s operational narrative; higher trading volume suggests profit‑taking and position adjustments are amplifying the move. Dollar General’s Improvements ‘Sustainable’ Despite Market Reaction to Fiscal Q4, UBS Says

Dollar General Price Performance

Shares of Dollar General stock opened at $130.89 on Wednesday. The business’s 50-day moving average price is $147.34 and its 200-day moving average price is $124.11. The firm has a market capitalization of $28.81 billion, a PE ratio of 19.11, a price-to-earnings-growth ratio of 2.19 and a beta of 0.23. Dollar General Corporation has a 12 month low of $79.10 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.

Dollar General (NYSE:DG) last issued its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.57 by $0.36. The business had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.Dollar General’s revenue for the quarter was up 5.9% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.87 earnings per share. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Sell-side analysts forecast 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. Shareholders of record on Tuesday, April 7th will be paid a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $2.36 annualized dividend and a yield of 1.8%. Dollar General’s payout ratio is currently 34.45%.

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.