Dollar General Corporation $DG Shares Acquired by Yousif Capital Management LLC

Key Points

• Yousif Capital Management increased its Dollar General stake by 216.8% in the third quarter, purchasing 55,297 additional shares and bringing its holdings to 80,804 shares valued at approximately $9.66 million. Institutional investors collectively own 91.77% of the company.
• Analyst sentiment remains mixed but generally constructive: HSBC upgraded DG to “buy,” while the average rating is “hold” with a consensus price target of $137.96.
• Dollar General reported quarterly earnings of $2.48 per share, exceeding estimates, while revenue rose 5.2% year over year to $11.29 billion. The company also paid a quarterly dividend of $0.59 per share, representing a 1.8% annualized yield.

Yousif Capital Management LLC increased its stake in shares of Dollar General Corporation (NYSE:DG - Free Report) by 216.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 80,804 shares of the company's stock after purchasing an additional 55,297 shares during the quarter. Yousif Capital Management LLC's holdings in Dollar General were worth $9,663,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. MBL Wealth LLC boosted its stake in Dollar General by 55.6% during the third quarter. MBL Wealth LLC now owns 5,886 shares of the company's stock worth $704,000 after buying an additional 2,103 shares during the period. Root Financial Partners LLC bought a new position in Dollar General during the third quarter valued at $351,000. Precedent Wealth Partners LLC increased its position in Dollar General by 15.9% during the third quarter. Precedent Wealth Partners LLC now owns 21,022 shares of the company's stock valued at $2,514,000 after acquiring an additional 2,890 shares during the last quarter. E. Ohman J or Asset Management AB increased its position in Dollar General by 12.4% during the third quarter. E. Ohman J or Asset Management AB now owns 8,138 shares of the company's stock valued at $973,000 after acquiring an additional 900 shares during the last quarter. Finally, SBI Securities Co. Ltd. increased its position in Dollar General by 80.3% during the third quarter. SBI Securities Co. Ltd. now owns 539 shares of the company's stock valued at $64,000 after acquiring an additional 240 shares during the last quarter. Hedge funds and other institutional investors own 91.77% of the company's stock.

Analyst Ratings Changes

DG has been the subject of several analyst reports. HSBC upgraded shares of Dollar General from a "hold" rating to a "buy" rating and raised their target price for the stock from $125.00 to $160.00 in a report on Thursday, September 24th. Barclays upped their price target on shares of Dollar General from $148.00 to $151.00 and gave the company an "overweight" rating in a report on Tuesday, September 8th. 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. Argus raised their price objective on shares of Dollar General from $165.00 to $170.00 and gave the stock a "buy" rating in a research note on Friday, September 4th. Finally, Weiss Ratings raised shares of Dollar General from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday, September 10th. Twelve equities research analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $137.96.

Dollar General Stock Performance

Shares of Dollar General stock opened at $132.65 on Friday. 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's fifty day moving average is $125.82 and its two-hundred day moving average is $119.72. Dollar General Corporation has a 52 week low of $95.11 and a 52 week high of $158.23. The company has a market capitalization of $29.27 billion, a PE ratio of 17.25, a price-to-earnings-growth ratio of 1.81 and a beta of 0.23.

Dollar General (NYSE:DG - Get Free Report) last released its earnings results 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. The business 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 business's revenue for the quarter was up 5.2% compared to the same quarter last year. During the same period last year, the company earned $1.86 earnings per share. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, analysts expect that Dollar General Corporation will post 7.69 earnings per share for the current year.

Dollar General Announces Dividend

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

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General’s latest quarterly results remain supportive: net sales rose 5.2%, same-store sales increased 3.5%, and operating profit climbed 29.2%. Management also raised its fiscal 2026 outlook, while the company has indicated that share repurchases could resume in the second half of the fiscal year. Dollar General second-quarter results
• Positive Sentiment: Some analysts maintain a bullish view that Dollar General can gain market share when households become more budget-conscious, potentially supporting traffic and sales over time. Bull of the Day: Dollar General
• Neutral Sentiment: Recent institutional positioning was mixed, with major investors both adding and reducing DG holdings. Analyst price targets have also varied widely, with a reported six-month median target of $125, indicating limited consensus on the stock’s near-term valuation.
• Neutral Sentiment: One recent insider sale involved Executive Vice President Kathleen Reardon selling 5,578 shares. The transaction is a modest data point and does not by itself indicate a change in the company’s operating outlook.
• Negative Sentiment: Dollar General fell alongside Dollar Tree in a broader discount-retail selloff, suggesting investors were reducing exposure to the group rather than responding to a fresh DG filing or earnings warning. Dollar General falls as discount retail sells off
• Negative Sentiment: Higher food, housing, and other living costs could leave Dollar General’s core customers with less money for discretionary purchases, raising concerns about transaction sizes, product mix, and future sales growth. Dollar Tree and Dollar General stocks slide
• Negative Sentiment: Broader market pressure, including elevated Treasury yields and rising oil prices, likely added to the selling pressure and reduced investors’ appetite for retail stocks.

Dollar General Company 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.

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