Dollar General Corporation $DG Shares Acquired by QV Investors Inc.

Key Points

• QV Investors increased its Dollar General stake by 20.5% in the second quarter to 159,850 shares valued at approximately $18.4 million. Institutional investors and hedge funds collectively own 91.77% of DG shares.
• Dollar General reported a strong quarter, with revenue up 5.2% year over year to $11.29 billion and EPS of $2.48, beating estimates of $2.01. The company raised fiscal 2026 EPS guidance to $7.80–$8.00 and expects continued demand for value-priced essentials.
• Analysts remain broadly neutral, with 18 Hold ratings, 10 Buys and one Sell, producing a consensus target price of $134.65 versus the stock’s recent price of $122.57. Dollar General also declared a quarterly dividend of $0.59, equivalent to a 1.9% annual yield.

QV Investors Inc. lifted its stake in shares of Dollar General Corporation (NYSE:DG - Free Report) by 20.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 159,850 shares of the company's stock after acquiring an additional 27,220 shares during the quarter. Dollar General accounts for about 1.4% of QV Investors Inc.'s portfolio, making the stock its 24th largest position. QV Investors Inc. owned 0.07% of Dollar General worth $18,400,000 as of its most recent filing with the Securities and Exchange Commission.

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

Wall Street Analyst Weigh In

DG has been the topic of a number of recent research reports. Deutsche Bank Aktiengesellschaft upped their target price on shares of Dollar General from $110.00 to $114.00 and gave the stock a "hold" rating in a research note on Thursday, June 4th. Evercore lowered their price target on shares of Dollar General from $145.00 to $140.00 in a report on Wednesday, June 3rd. Wall Street Zen raised shares of Dollar General from a "hold" rating to a "buy" rating in a research report on Saturday. Citigroup raised their price objective on shares of Dollar General from $116.00 to $133.00 and gave the company a "neutral" rating in a report on Friday. Finally, Daiwa Securities Group decreased their price objective on shares of Dollar General from $136.00 to $111.00 and set a "neutral" rating for the company in a research report on Thursday, June 4th. Ten research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus target price of $134.65.

Dollar General Price Performance

DG stock opened at $122.57 on Monday. The business has a 50 day moving average price of $121.41 and a 200 day moving average price of $122.99. The stock has a market cap of $27.04 billion, a price-to-earnings ratio of 15.94, a PEG ratio of 1.79 and a beta of 0.23. Dollar General Corporation has a fifty-two week low of $95.11 and a fifty-two week 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.

Dollar General (NYSE:DG - Get Free Report) last announced its quarterly earnings results on Thursday, August 27th. The company reported $2.48 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $2.01 by $0.47. The firm had revenue of $11.29 billion during the quarter, compared to the consensus estimate of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.The firm's quarterly revenue was up 5.2% compared to the same quarter last year. During the same period in the prior year, the company posted $1.86 earnings per share. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Equities research analysts anticipate that Dollar General Corporation will post 7.63 earnings per share for the current fiscal year.

Dollar General Announces Dividend

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

Dollar General News Summary

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

• Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
• Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
• Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
• Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

About Dollar General

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.

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.

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