Dollar General Corporation $DG Stock Bought by Crossmark Global Holdings Inc.

Key Points

• Crossmark Global Holdings increased its Dollar General stake by 50.4% in the third quarter, bringing its holdings to 51,965 shares valued at approximately $6.2 million. Institutional investors collectively own 91.77% of the company.
• Dollar General reported solid quarterly performance, with revenue up 5.2% year over year to $11.29 billion and EPS of $2.48, beating estimates. Management raised its fiscal 2026 outlook and indicated share repurchases could resume in the second half of the year.
• The stock offers a 1.8% dividend yield, while analyst sentiment remains mixed: the consensus rating is Hold, with an average price target of $137.96 versus a recent price of $132.65.

Crossmark Global Holdings Inc. grew its stake in shares of Dollar General Corporation (NYSE:DG - Free Report) by 50.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 51,965 shares of the company's stock after acquiring an additional 17,407 shares during the period. Crossmark Global Holdings Inc.'s holdings in Dollar General were worth $6,214,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. B. Riley Wealth Advisors Inc. lifted its stake in shares of Dollar General by 4.6% during the third quarter. B. Riley Wealth Advisors Inc. now owns 2,286 shares of the company's stock valued at $273,000 after buying an additional 100 shares during the period. Ballentine Partners LLC raised its stake in shares of Dollar General by 2.3% in the 2nd quarter. Ballentine Partners LLC now owns 5,470 shares of the company's stock valued at $630,000 after acquiring an additional 122 shares during the period. Investment Research Partners LLC grew its stake in shares of Dollar General by 6.2% in the third quarter. Investment Research Partners LLC now owns 2,377 shares of the company's stock valued at $284,000 after buying an additional 138 shares in the last quarter. Arkfeld Wealth Strategies L.L.C. boosted its stake in shares of Dollar General by 4.8% in the second quarter. Arkfeld Wealth Strategies L.L.C. now owns 3,060 shares of the company's stock valued at $356,000 after purchasing an additional 139 shares during the period. Finally, SJS Investment Consulting Inc. boosted its stake in shares of Dollar General by 45.6% during the 1st quarter. SJS Investment Consulting Inc. now owns 447 shares of the company's stock valued at $53,000 after buying an additional 140 shares during the last quarter. Hedge funds and other institutional investors own 91.77% of the company's stock.

Trending Headlines about 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 Price Performance

NYSE DG opened at $132.65 on Friday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.31 and a current ratio of 1.21. The stock has a market cap of $29.27 billion, a price-to-earnings ratio of 17.25, a PEG ratio of 1.90 and a beta of 0.23. The business has a 50 day simple moving average of $125.82 and a 200 day simple moving average of $119.72. 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 released its quarterly earnings results on Thursday, August 27th. The company reported $2.48 earnings per share for the quarter, beating analysts' consensus estimates of $2.01 by $0.47. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. The company had revenue of $11.29 billion during the quarter, compared to the consensus estimate of $11.20 billion. During the same period in the previous year, the business earned $1.86 earnings per share. The firm's quarterly 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. Analysts anticipate that Dollar General Corporation will post 7.69 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

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 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 payout ratio is 30.69%.

Analyst Ratings Changes

Several research analysts have commented on the stock. Weiss Ratings upgraded shares of Dollar General from a "hold (c)" rating to a "hold (c+)" rating in a report on Thursday, September 10th. Wall Street Zen downgraded Dollar General from a "buy" rating to a "hold" rating in a research note on Saturday. Oppenheimer reiterated an "outperform" rating and issued a $150.00 target price on shares of Dollar General in a research note on Tuesday, August 25th. BMO Capital Markets boosted their target price on shares of Dollar General from $120.00 to $135.00 and gave the stock a "market perform" rating in a research report on Friday, August 28th. Finally, Guggenheim reissued a "buy" rating and issued a $140.00 price objective on shares of Dollar General in a research note on Monday, August 31st. Twelve research analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average target price of $137.96.

About Dollar General

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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