Dollar General Corporation $DG Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Key Points

• UBS Asset Management reduced its Dollar General stake by 11.8%, selling 246,840 shares and retaining 1.84 million shares worth approximately $211.9 million. Institutional investors and hedge funds collectively own 91.77% of the company.
• Dollar General exceeded quarterly expectations, reporting earnings of $2.48 per share versus the $2.01 consensus and revenue of $11.29 billion, up 5.2% year over year. Management issued fiscal 2026 EPS guidance of $7.80–$8.00.
• The company declared a quarterly dividend of $0.59 per share, equivalent to an annualized yield of about 1.9%. Analysts maintain a consensus “Hold” rating with an average price target of $134.65, modestly above the reported share price.

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC decreased its holdings in shares of Dollar General Corporation (NYSE:DG - Free Report) by 11.8% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,840,544 shares of the company's stock after selling 246,840 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.83% of Dollar General worth $211,865,000 at the end of the most recent reporting period.

Other hedge funds have also modified their holdings of the company. Fideuram Asset Management Ireland dac purchased a new position in Dollar General in the fourth quarter worth $25,000. Caitong International Asset Management Co. Ltd increased its holdings in Dollar General by 4,550.0% in the fourth quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company's stock valued at $25,000 after buying an additional 182 shares in the last quarter. Evergreen Advisors LLC acquired a new position in Dollar General during the first quarter worth $25,000. Annis Gardner Whiting Capital Advisors LLC boosted its position in shares of Dollar General by 69.3% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company's stock worth $26,000 after buying an additional 79 shares in the last quarter. Finally, Reflection Asset Management acquired a new stake in shares of Dollar General in the fourth quarter valued at approximately $28,000. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Trading Up 3.2%

Dollar General stock opened at $126.87 on Tuesday. 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 firm has a 50-day moving average price of $121.70 and a two-hundred day moving average price of $122.86. The firm has a market capitalization of $27.99 billion, a price-to-earnings ratio of 16.50, a PEG ratio of 1.79 and a beta of 0.23. Dollar General Corporation has a 52-week low of $95.11 and a 52-week high of $158.23.

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 net margin of 3.90% and a return on equity of 18.93%. The business had revenue of $11.29 billion during the quarter, compared to the consensus estimate of $11.20 billion. During the same quarter in the prior year, the company posted $1.86 earnings per share. The company's quarterly revenue was up 5.2% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Sell-side analysts expect that Dollar General Corporation will post 7.63 earnings per share for the current year.

Dollar General Dividend Announcement

The firm 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 dividend on an annualized basis and a dividend yield of 1.9%. Dollar General's dividend payout ratio is currently 30.69%.

More Dollar General News

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

• Positive Sentiment: AI investment may improve efficiency. Dollar General is deploying Relex Solutions’ artificial-intelligence supply-chain platform across distribution centers and stores to optimize ordering schedules, supplier coordination, lead times and fulfillment. Better inventory management could support margins and product availability over time. Dollar General deploys AI across distribution centers, stores
• Positive Sentiment: Management highlighted accelerating share gains. On the Q2 2027 earnings call, CEO Todd Vasos said Dollar General is benefiting from constrained consumer spending, suggesting its value-focused model is attracting shoppers from other retail channels. Dollar General Q2 2027 Earnings Call Transcript
• Positive Sentiment: Recent operating results remain strong. Dollar General reported quarterly EPS of $2.48 versus the $2.01 consensus, revenue of $11.29 billion versus estimates of $11.20 billion, and 5.2% year-over-year revenue growth. Coverage also cited real comparable-sales and traffic gains rather than temporary tariff-related benefits. 3 Retail Stocks to Watch After a Big Consumer Earnings Week
• Positive Sentiment: Wall Street support has improved. Institutional buying, higher analyst price targets and rating upgrades—including BNP Paribas Exane’s $129 target—are providing additional momentum and reinforcing expectations for further appreciation. BNP Paribas Exane Increases Dollar General Price Target
• Neutral Sentiment: Valuation could limit further gains. One analysis described Dollar General as a high-quality business but argued that the stock offers limited upside at its current valuation. Dollar General: Excellent Company, Limited Upside At This Price
• Negative Sentiment: Investors still face execution and regulatory risks. Dollar General flagged new 2026 business challenges and regulatory-related risks, which could pressure results if compliance costs or operating disruptions increase. Dollar General Highlights Stable Risk Profile but Flags New 2026 Business Challenges

Wall Street Analyst Weigh In

Several research analysts recently weighed in on DG shares. BNP Paribas Exane boosted their target price on shares of Dollar General from $113.00 to $129.00 and gave the company a "neutral" rating in a research note on Friday. Citigroup increased their target price on Dollar General from $116.00 to $133.00 and gave the stock a "neutral" rating in a research report on Friday. Barclays dropped their price target on Dollar General from $151.00 to $148.00 and set an "overweight" rating for the company in a research note on Wednesday, June 3rd. Raymond James Financial reaffirmed an "outperform" rating and issued a $150.00 price objective on shares of Dollar General in a research note on Friday. Finally, Evercore decreased their target price on Dollar General from $145.00 to $140.00 in a report on Wednesday, June 3rd. Ten analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $134.65.

Dollar General Profile

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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