Aware Super Pty Ltd as trustee of Aware Super Sells 28,171 Shares of Dollar General Corporation $DG

Key Points

• Aware Super cut its Dollar General stake by 54.3%, selling 28,171 shares in the third quarter; it retained 23,712 shares valued at $2.835 million.
• Dollar General reported quarterly EPS of $2.48, beating the $2.01 consensus, while revenue rose 5.2% year over year to $11.29 billion. The company’s FY2026 EPS guidance is $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.

Aware Super Pty Ltd as trustee of Aware Super cut its position in Dollar General Corporation (NYSE:DG - Free Report) by 54.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 23,712 shares of the company's stock after selling 28,171 shares during the quarter. Aware Super Pty Ltd as trustee of Aware Super's holdings in Dollar General were worth $2,835,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Evergreen Advisors LLC acquired a new position in shares of Dollar General during the first quarter worth $25,000. Reyes Financial Architecture Inc. acquired a new stake in Dollar General in the third quarter valued at $30,000. Pension & Wealth Management Advisors Inc. acquired a new stake in Dollar General in the third quarter valued at $32,000. Nvwm LLC raised its position in Dollar General by 2,780.0% during the 3rd quarter. Nvwm LLC now owns 288 shares of the company's stock worth $34,000 after purchasing an additional 278 shares during the last quarter. Finally, Rosenberg Matthew Hamilton lifted its stake in shares of Dollar General by 788.1% in the second quarter. Rosenberg Matthew Hamilton now owns 373 shares of the company's stock worth $43,000 after acquiring an additional 331 shares during the period. 91.77% of the stock is currently owned by institutional investors.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General’s DGTP ’26 store format is intended to improve convenience and sales productivity. The company also plans about 2,000 remodels, which could support longer-term growth. Is Dollar General’s New DGTP Store Format a Growth Catalyst?
• Positive Sentiment: The company’s media network generated $170 million in annual volume in fiscal 2025. Expanded digital advertising and loyalty efforts could make it a higher-margin contributor over time. Can Dollar General’s Media Network Become a Major Margin Driver?
• Positive Sentiment: Zacks sees ingredients for another quarterly earnings beat, citing DG’s earnings-surprise history. This is an expectation—not a reported result—and could support sentiment ahead of the next release. Will Dollar General Beat Estimates Again?
• Neutral Sentiment: A comparison of Dollar General and Kingfisher with the retail-wholesale sector offers performance context, but the article summary gives no specific results or new company catalyst. Are Retail-Wholesale Stocks Lagging Dollar General This Year?
• Negative Sentiment: Despite the generally constructive coverage, DG shares declined in Tuesday trading. The articles supplied do not identify a clear news-driven reason for the weakness, so it may reflect broader trading factors rather than a change in the company outlook.

Wall Street Analysts Forecast Growth

DG has been the topic of a number of research analyst reports. Piper Sandler upped their price target on shares of Dollar General from $118.00 to $123.00 and gave the company a "neutral" rating in a research report on Friday, August 28th. Sanford C. Bernstein reissued an "outperform" rating and issued a $160.00 price objective on shares of Dollar General in a research report on Friday, August 28th. Weiss Ratings raised Dollar General from a "hold (c)" rating to a "hold (c+)" rating in a research report on Thursday, September 10th. Argus boosted their price objective on Dollar General from $165.00 to $170.00 and gave the company a "buy" rating in a research note on Friday, September 4th. Finally, Raymond James Financial restated an "outperform" rating and set a $150.00 target price on shares of Dollar General in a research report on Friday, August 28th. Twelve equities research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Dollar General presently has a consensus rating of "Hold" and a consensus target price of $137.96.

Dollar General Price Performance

DG opened at $130.63 on Wednesday. The firm's fifty day moving average price is $126.70 and its two-hundred day moving average price is $125.94. The company has a market capitalization of $28.82 billion, a price-to-earnings ratio of 18.25, a P/E/G ratio of 1.81 and a beta of 0.19. Dollar General Corporation has a 1 year low of $95.11 and a 1 year high of $158.23. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.21 and a quick ratio of 0.31.

Dollar General (NYSE:DG - Get Free Report) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.48 earnings per share 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 business had revenue of $11.29 billion for the quarter, compared to analysts' expectations of $11.20 billion. During the same quarter in the previous year, the firm earned $1.86 earnings per share. 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. As a group, analysts anticipate that Dollar General Corporation will post 7.70 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th were paid a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date was Tuesday, October 6th. Dollar General's payout ratio is presently 30.69%.

Dollar General Profile

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

The company primarily serves communities across the United States through a large network of neighborhood-focused stores, including locations in rural and suburban markets.

Want to see what other hedge funds are holding DG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dollar General Corporation (NYSE:DG - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.