127,592 Shares in Dollar General Corporation $DG Purchased by AEGON ASSET MANAGEMENT UK Plc

Key Points

• AEGON Asset Management UK initiated a Dollar General position, buying 127,592 shares worth about $15.3 million, equivalent to 0.06% of the company.
• Dollar General beat quarterly earnings and revenue expectations: EPS was $2.48 versus a $2.01 consensus, while revenue rose 5.2% year over year to $11.29 billion. The company set FY2026 EPS guidance of $7.80–$8.00.
• Analysts’ consensus rating is Hold, with an average price target of $137.96; 12 analysts rate the stock Buy, 16 Hold, and one Sell.

AEGON ASSET MANAGEMENT UK Plc bought a new position in shares of Dollar General Corporation (NYSE:DG - Free Report) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 127,592 shares of the company's stock, valued at approximately $15,257,000. AEGON ASSET MANAGEMENT UK Plc owned 0.06% of Dollar General at the end of the most recent quarter.

Other large investors also recently made changes to their positions in the company. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in shares of Dollar General during the 2nd quarter worth $50,887,000. Royal London Asset Management Ltd. increased its position in shares of Dollar General by 30.7% in the second quarter. Royal London Asset Management Ltd. now owns 638,681 shares of the company's stock worth $73,519,000 after purchasing an additional 149,869 shares during the period. KBC Group NV increased its position in shares of Dollar General by 63.8% in the first quarter. KBC Group NV now owns 60,896 shares of the company's stock worth $7,230,000 after purchasing an additional 23,710 shares during the period. Tidal Investments LLC raised its stake in Dollar General by 31.0% in the second quarter. Tidal Investments LLC now owns 80,326 shares of the company's stock valued at $9,246,000 after purchasing an additional 19,024 shares in the last quarter. Finally, Bank of New York Mellon Corp acquired a new position in Dollar General in the second quarter valued at about $162,412,000. Institutional investors own 91.77% of the company's stock.

Dollar General Stock Performance

NYSE:DG opened at $136.72 on Tuesday. The stock has a market cap of $30.16 billion, a P/E ratio of 19.04, a price-to-earnings-growth ratio of 1.89 and a beta of 0.19. The company has a current ratio of 1.21, a quick ratio of 0.31 and a debt-to-equity ratio of 0.49. The stock's 50-day moving average is $127.83 and its 200-day moving average is $125.72. Dollar General Corporation has a 1-year low of $97.32 and a 1-year high of $158.23.

Dollar General (NYSE:DG - Get Free Report) last announced its earnings results on Thursday, August 27th. The company reported $2.48 EPS for the quarter, topping 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 firm had revenue of $11.29 billion for the quarter, compared to the consensus estimate of $11.20 billion. During the same period in the previous year, the business earned $1.86 EPS. The business's quarterly revenue was up 5.2% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Equities research analysts anticipate that Dollar General Corporation will post 7.70 earnings per share for the current year.

Dollar General Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th were issued a $0.59 dividend. The ex-dividend date was Tuesday, October 6th. This represents a $2.36 annualized dividend and a yield of 1.7%. Dollar General's payout ratio is presently 30.69%.

Wall Street Analyst Weigh In

DG has been the subject of several recent analyst reports. Telsey Advisory Group upped their price objective on Dollar General from $125.00 to $140.00 and gave the stock a "market perform" rating in a research report on Friday, August 28th. HSBC raised Dollar General from a "hold" rating to a "buy" rating and raised their price objective for the company from $125.00 to $160.00 in a research note on Thursday, September 24th. Citigroup lifted their target price on Dollar General from $116.00 to $133.00 and gave the company a "neutral" rating in a research report on Friday, August 28th. Morgan Stanley boosted their target price on Dollar General from $132.00 to $145.00 and gave the stock an "equal weight" rating in a research note on Friday, August 28th. Finally, Weiss Ratings raised shares of Dollar General from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, September 10th. Twelve equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and an average price target of $137.96.

About Dollar General

Dollar General Corporation is an American discount retailer that operates neighborhood stores offering everyday essentials at value-oriented prices. Its merchandise includes food and household supplies, cleaning products, health and beauty items, seasonal goods, apparel, and home products, with a mix of national brands and private-label products.

The company traces its roots to J.L. Turner & Son, a family-owned business established in 1939. The first store operating under the Dollar General name opened in Springfield, Kentucky, in 1955.

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