Dollar General Corporation $DG Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. decreased its holdings in Dollar General Corporation (NYSE:DG) by 45.9% during the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 7,721 shares of the company’s stock after selling 6,556 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in Dollar General were worth $889,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of DG. Life Cycle Investment Partners Ltd purchased a new position in shares of Dollar General in the 4th quarter valued at $363,299,000. AQR Capital Management LLC boosted its position in Dollar General by 416.4% during the 3rd quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after purchasing an additional 2,036,573 shares during the period. Bessemer Group Inc. increased its holdings in Dollar General by 24,882.5% in the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock valued at $224,953,000 after purchasing an additional 1,687,533 shares in the last quarter. Morgan Stanley raised its position in Dollar General by 35.0% in the fourth quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock valued at $832,513,000 after purchasing an additional 1,624,748 shares during the period. Finally, SG Americas Securities LLC raised its position in Dollar General by 2,208.2% in the first quarter. SG Americas Securities LLC now owns 1,554,918 shares of the company’s stock valued at $184,615,000 after purchasing an additional 1,487,554 shares during the period. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on the company. Gordon Haskett downgraded Dollar General from a “buy” rating to a “hold” rating and decreased their target price for the stock from $140.00 to $110.00 in a research report on Friday, May 22nd. Loop Capital raised their target price on Dollar General from $110.00 to $115.00 and gave the company a “hold” rating in a report on Wednesday, June 3rd. Wall Street Zen raised Dollar General from a “hold” rating to a “buy” rating in a research report on Saturday, August 29th. Sanford C. Bernstein restated an “outperform” rating and issued a $160.00 price target on shares of Dollar General in a report on Friday, August 28th. Finally, Freedom Capital downgraded shares of Dollar General from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 2nd. Ten equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $135.35.

Trending Headlines about Dollar General

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

• Positive Sentiment: Dollar General reported second-quarter sales of approximately $11.29 billion and net income of $550.3 million. Earnings per share of $2.48 exceeded the $2.01 consensus estimate, while revenue increased 5.2% year over year. Will Dollar General’s Raised Guidance and AI Bet Reshape Its Margin and Expansion Narrative?
• Positive Sentiment: The company raised its full-year 2026 earnings outlook to $7.80-$8.00 per share, above the roughly $7.68 consensus cited in the coverage. It also reaffirmed its $0.59 quarterly dividend, supporting the income-investment case. Raised Guidance and AI Bet
• Positive Sentiment: Dollar General reiterated plans for approximately 4,730 real-estate projects and announced an artificial-intelligence partnership with RELEX Solutions to improve forecasting and replenishment. Better inventory management could support sales, reduce out-of-stocks and improve margins over time. AI and Expansion Plans
• Positive Sentiment: Argus raised its price target from $165 to $170 and initiated or reiterated a Buy rating, implying substantial upside from the referenced trading level. J.P. Morgan also maintained its Buy rating. J.P. Morgan Buy Rating
• Neutral Sentiment: Recent Zacks and other analysis describes DG as a potentially attractive long-term value or countercyclical stock, but these articles are valuation commentary rather than new fundamental catalysts. Dollar General Long-Term Value Analysis
• Negative Sentiment: Chief Executive Todd Vasos warned that Dollar General’s core customers remain under financial pressure and are changing their shopping behavior. Persistent consumer distress could weigh on discretionary purchases, product mix and margins despite the stronger quarter. Dollar General CEO Customer Warning

Dollar General Price Performance

DG stock opened at $133.23 on Friday. The stock’s 50 day moving average is $122.82 and its two-hundred day moving average is $122.54. Dollar General Corporation has a 52-week low of $95.11 and a 52-week high of $158.23. The company has a market capitalization of $29.39 billion, a PE ratio of 17.33, a P/E/G ratio of 1.82 and a beta of 0.23. The company has a quick ratio of 0.31, a current ratio of 1.21 and a debt-to-equity ratio of 0.49.

Dollar General (NYSE:DG) last released its earnings results on Thursday, August 27th. The company reported $2.48 EPS for the quarter, beating the consensus estimate of $2.01 by $0.47. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The company had revenue of $11.29 billion during the quarter, compared to analysts’ expectations of $11.20 billion. During the same period in the prior year, the business posted $1.86 EPS. The business’s revenue was up 5.2% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Analysts predict that Dollar General Corporation will post 7.68 earnings per share for the current fiscal year.

Dollar General Announces Dividend

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 paid a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date is Tuesday, October 6th. Dollar General’s dividend payout ratio is 30.69%.

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.