Andra AP fonden Has $19.81 Million Stock Position in Dollar General Corporation $DG

Key Points

• Andra AP-fonden more than doubled its Dollar General stake in the second quarter, increasing holdings by 124.3% to 172,133 shares valued at approximately $19.81 million. Institutional investors collectively own 91.77% of the company.
• Dollar General’s latest quarterly results exceeded expectations, with EPS of $2.48 versus the $2.01 consensus and revenue of $11.29 billion, up 5.2% year over year. The company maintained fiscal 2026 EPS guidance of $7.80–$8.00.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $135.46 versus the stock’s reported price of $124.66. Dollar General also declared a quarterly dividend of $0.59 per share, implying a 1.9% annual yield.

Andra AP fonden grew its position in shares of Dollar General Corporation (NYSE:DG - Free Report) by 124.3% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 172,133 shares of the company's stock after buying an additional 95,400 shares during the quarter. Andra AP fonden owned approximately 0.08% of Dollar General worth $19,814,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently added to or reduced their stakes in the company. Tidal Investments LLC lifted its holdings in Dollar General by 31.0% in the 2nd quarter. Tidal Investments LLC now owns 80,326 shares of the company's stock worth $9,246,000 after purchasing an additional 19,024 shares during the last quarter. National Pension Service raised its position in shares of Dollar General by 13.1% in the second quarter. National Pension Service now owns 666,612 shares of the company's stock valued at $76,734,000 after purchasing an additional 77,116 shares during the period. Cidel Asset Management Inc. lifted its stake in shares of Dollar General by 5.9% in the second quarter. Cidel Asset Management Inc. now owns 4,323 shares of the company's stock worth $498,000 after buying an additional 240 shares during the last quarter. Community Bank N.A. lifted its stake in shares of Dollar General by 216.4% in the second quarter. Community Bank N.A. now owns 443 shares of the company's stock worth $51,000 after buying an additional 303 shares during the last quarter. Finally, RFG Advisory LLC boosted its holdings in shares of Dollar General by 6.7% during the 2nd quarter. RFG Advisory LLC now owns 2,369 shares of the company's stock worth $273,000 after buying an additional 149 shares during the period. Institutional investors and hedge funds own 91.77% of the company's stock.

Wall Street Analyst Weigh In

DG has been the subject of a number of recent analyst reports. HSBC decreased their price target on shares of Dollar General from $141.00 to $125.00 and set a "hold" rating for the company in a report on Wednesday, June 3rd. The Goldman Sachs Group increased their target price on Dollar General from $128.00 to $141.00 and gave the company a "neutral" rating in a research note on Friday, August 28th. Deutsche Bank Aktiengesellschaft lifted their price target on Dollar General from $110.00 to $114.00 and gave the stock a "hold" rating in a research report on Thursday, June 4th. Sanford C. Bernstein reiterated an "outperform" rating and set a $160.00 price target on shares of Dollar General in a report on Friday, August 28th. Finally, Freedom Capital cut Dollar General from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, June 2nd. Ten investment analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Dollar General currently has a consensus rating of "Hold" and a consensus target price of $135.46.

Dollar General Price Performance

NYSE:DG traded up $2.75 on Tuesday, reaching $124.66. The stock had a trading volume of 543,995 shares, compared to its average volume of 3,085,597. The company has a market capitalization of $27.50 billion, a P/E ratio of 16.23, a price-to-earnings-growth ratio of 1.67 and a beta of 0.23. Dollar General Corporation has a 1-year low of $95.11 and a 1-year high of $158.23. The company has a quick ratio of 0.31, a current ratio of 1.21 and a debt-to-equity ratio of 0.49. The stock has a fifty day moving average price of $124.62 and a 200-day moving average price of $120.19.

Dollar General (NYSE:DG - Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.48 EPS for the quarter, topping analysts' consensus estimates of $2.01 by $0.47. The company had revenue of $11.29 billion for the quarter, compared to analyst estimates of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The business's revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.86 earnings per share. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Research analysts forecast that Dollar General Corporation will post 7.68 EPS for the current year.

Dollar General Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Shareholders of record on Tuesday, October 6th will be paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Tuesday, October 6th. Dollar General's payout ratio is presently 30.69%.

Key Dollar General News

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

• Positive Sentiment: Value positioning supports investor interest. Zacks highlighted Dollar General among discount retailers with potential near-term upside, citing value-focused strategies, improving estimates and store initiatives. A separate comparison with Ross Stores also keeps attention on DG’s valuation opportunity. Zacks discount retailer article Zacks DG versus ROST article
• Positive Sentiment: Value-conscious consumers remain a growth opportunity. Management says shoppers earning about $100,000 increasingly feel financially squeezed by high fuel costs and inflation. Dollar General’s large selection of low-priced products—including roughly 2,000 items priced at or below $1—could support traffic and market-share gains across a broader income range. Yahoo Finance CEO consumer trends article
• Positive Sentiment: Holiday merchandising could add incremental sales. The exclusive Simply for You by Hallmark holiday collection includes more than 30 affordable décor, entertaining and gift products across approximately 19,500 stores. The initiative may strengthen DG’s seasonal appeal while reinforcing its low-price brand positioning. Dollar General Hallmark holiday article
• Neutral Sentiment: Leadership changes announced. Dollar General disclosed leadership updates, but the available report does not specify the roles or strategic implications, making the near-term stock impact unclear. Dollar General leadership updates
• Negative Sentiment: Executive share sale may create a modest sentiment overhang. EVP Reardon sold 5,578 shares for approximately $733,000, representing 8% of the executive’s direct holdings. The transaction does not necessarily indicate a change in company fundamentals but can weigh on investor sentiment. Dollar General executive share sale

Dollar General Profile

Dollar General Corporation NYSE: DG is a discount retailer that operates stores offering everyday essentials at low prices. Its merchandise assortment includes consumable products such as food, snacks, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic home products, apparel, and select health and beauty products.

The company serves primarily rural and suburban communities, with stores located throughout the United States. Dollar General also operates related retail formats, including DG Market, DGX, and pOpshelf, which offer assortments tailored to different shopping needs and locations.

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