Dollar General Corporation $DG Holdings Lifted by ACR Alpine Capital Research LLC

Key Points

• ACR Alpine Capital Research increased its Dollar General stake by 0.6% in the third quarter, adding 10,319 shares and bringing its holdings to 1.74 million shares, valued at about $207.8 million.
• Dollar General beat quarterly expectations, reporting adjusted earnings of $2.48 per share and revenue of $11.29 billion; revenue rose 5.2% year over year. The company’s fiscal 2026 EPS guidance is $7.80–$8.00.
• Analysts’ average rating is Hold, with an average price target of $137.96. Separately, the FTC and several states have sued the retailer over alleged consumer-protection and privacy violations, creating potential legal and operational risks.

ACR Alpine Capital Research LLC grew its stake in Dollar General Corporation (NYSE:DG - Free Report) by 0.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,737,618 shares of the company's stock after acquiring an additional 10,319 shares during the quarter. Dollar General accounts for 2.8% of ACR Alpine Capital Research LLC's portfolio, making the stock its 15th biggest holding. ACR Alpine Capital Research LLC owned about 0.79% of Dollar General worth $207,784,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently modified their holdings of the stock. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of Dollar General during the second quarter valued at $50,887,000. Royal London Asset Management Ltd. raised its position in Dollar General by 30.7% in the 2nd quarter. Royal London Asset Management Ltd. now owns 638,681 shares of the company's stock worth $73,519,000 after buying an additional 149,869 shares during the last quarter. KBC Group NV raised its position in Dollar General by 63.8% in the 1st quarter. KBC Group NV now owns 60,896 shares of the company's stock worth $7,230,000 after buying an additional 23,710 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in Dollar General in the 2nd quarter worth about $162,412,000. Finally, Tidal Investments LLC lifted its stake in Dollar General by 31.0% during the 2nd quarter. Tidal Investments LLC now owns 80,326 shares of the company's stock valued at $9,246,000 after acquiring an additional 19,024 shares during the period. 91.77% of the stock is owned by hedge funds and other institutional investors.

Dollar General Trading Down 2.6%

Shares of DG stock opened at $138.00 on Friday. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.21 and a quick ratio of 0.31. The company has a market cap of $30.45 billion, a price-to-earnings ratio of 17.95, a PEG ratio of 1.89 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 firm has a fifty day moving average price of $127.39 and a 200-day moving average price of $125.84.

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 analysts' consensus estimates of $2.01 by $0.47. The company had revenue of $11.29 billion for the quarter, compared to analysts' expectations of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%. Dollar General's revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period last year, the firm earned $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, equities analysts predict that Dollar General Corporation will post 7.70 earnings per share for the current year.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 20th. Shareholders of record on Tuesday, October 6th were paid 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

Several research analysts have recently weighed in on DG shares. Sanford C. Bernstein reissued an "outperform" rating and set a $160.00 price objective on shares of Dollar General in a report on Friday, August 28th. The Goldman Sachs Group increased their price objective on shares of Dollar General from $128.00 to $141.00 and gave the company a "neutral" rating in a research report on Friday, August 28th. BMO Capital Markets raised their target price on shares of Dollar General from $120.00 to $135.00 and gave the stock a "market perform" rating in a report on Friday, August 28th. BNP Paribas Exane lifted their target price on shares of Dollar General from $113.00 to $129.00 and gave the stock a "neutral" rating in a research report on Friday, August 28th. Finally, Raymond James Financial reiterated an "outperform" rating and set a $150.00 target price on shares of Dollar General in a research note on Friday, August 28th. Twelve research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, Dollar General has an average rating of "Hold" and an average price target of $137.96.

Dollar General News Summary

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

• Positive Sentiment: Dollar General is promoting nearly 100 discounted seasonal food items and says shoppers can buy holiday sides and essentials for under $20. The offers could reinforce its value proposition and attract budget-conscious customers, though the effect on sales and margins is not yet known. Article: How Dollar General Helps Customers Serve Everything But the Turkey for Under $20 This Holiday Season
• Neutral Sentiment: The company said it will report fiscal third-quarter 2026 results on December 3. The announcement sets an upcoming date for investors to assess performance but contains no new earnings information. Article: Dollar General Corporation Announces Webcast of its Third Quarter 2026 Earnings Conference Call
• Negative Sentiment: The FTC and multiple states have sued Dollar General, alleging consumer-protection and privacy violations. Separate coverage says regulators claim the retailer repeatedly charged shoppers more at checkout than advertised. Potential monetary penalties and court-ordered changes to its practices create legal costs and operational uncertainty; the allegations have not been established in court. This legal action is the clearest adverse catalyst in the recent news. Article: Dollar General Faces FTC and State Consumer Privacy Lawsuit

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.