Nykredit A S Acquires New Stake in Dollar General Corporation $DG

Key Points

• Nykredit A/S acquired 68,886 Dollar General shares worth approximately $7.9 million in the second quarter. Institutional investors and hedge funds collectively own 91.77% of the company.
• Dollar General exceeded quarterly expectations, reporting $2.48 earnings per share versus the $2.01 consensus and revenue of $11.29 billion, up 5.2% year over year. Management reaffirmed fiscal 2026 earnings guidance of $7.80–$8.00 per share.
• The company declared a quarterly dividend of $0.59, equal to an annualized $2.36 payout and a 1.9% yield. Analysts maintain a consensus “Hold” rating, with an average price target of $135.46 versus the stock’s reported $122.17 price.

Nykredit A S purchased a new position in Dollar General Corporation (NYSE:DG - Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 68,886 shares of the company's stock, valued at approximately $7,929,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd lifted its holdings in shares of Dollar General by 4,550.0% in the 4th quarter. Caitong International Asset Management Co. Ltd now owns 186 shares of the company's stock worth $25,000 after acquiring an additional 182 shares during the last quarter. Fideuram Asset Management Ireland dac acquired a new stake in shares of Dollar General in the 4th quarter valued at $25,000. Annis Gardner Whiting Capital Advisors LLC raised its stake in Dollar General by 69.3% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company's stock valued at $26,000 after buying an additional 79 shares in the last quarter. Evergreen Advisors LLC acquired a new stake in shares of Dollar General during the 1st quarter worth about $25,000. Finally, Reflection Asset Management purchased a new stake in shares of Dollar General during the 4th quarter worth approximately $28,000. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Dollar General Trading Down 0.2%

Shares of DG opened at $122.17 on Tuesday. The stock has a market cap of $26.95 billion, a PE ratio of 15.89, a P/E/G ratio of 1.67 and a beta of 0.23. Dollar General Corporation has a 12 month low of $95.11 and a 12 month high of $158.23. The stock's 50-day moving average is $124.62 and its two-hundred day moving average is $120.19. The company has a debt-to-equity ratio of 0.49, a current ratio of 1.21 and a quick ratio of 0.31.

Dollar General (NYSE:DG - Get Free Report) last issued its quarterly earnings data 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. The firm had revenue of $11.29 billion during the quarter, compared to analyst estimates of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.Dollar General's quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter last year, the firm earned $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. Equities analysts forecast that Dollar General Corporation will post 7.68 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on DG shares. Piper Sandler raised their target price on shares of Dollar General from $118.00 to $123.00 and gave the stock a "neutral" rating in a research report on Friday, August 28th. Freedom Capital cut Dollar General from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, June 2nd. Loop Capital boosted their price target on Dollar General from $110.00 to $115.00 and gave the stock a "hold" rating in a research note on Wednesday, June 3rd. UBS Group reissued a "buy" rating on shares of Dollar General in a research note on Wednesday, May 27th. Finally, HSBC cut their target price on shares of Dollar General from $141.00 to $125.00 and set a "hold" rating for the company in a research note on Wednesday, June 3rd. Ten analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of "Hold" and an average price target of $135.46.

Key Stories Impacting Dollar General

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

• Positive Sentiment: Dollar General’s exclusive Simply for You by Hallmark Holiday 2026 collection includes more than 30 seasonal décor, gift and entertaining products priced from $1 to $15, with over 70% below $5. The rollout across roughly 19,500 stores could support holiday traffic, strengthen its value proposition and test a broader branded-merchandise strategy. Is Dollar General’s Hallmark Holiday Tie-Up a Small Test of a Bigger Brand Strategy?
• Positive Sentiment: Management says consumers earning around $100,000 increasingly view themselves as value shoppers because of inflation and high fuel prices. Dollar General’s roughly 2,000 items priced at or below $1 may help it attract higher-income customers and maintain traffic as shoppers trade down. Dollar General CEO says consumers making $100,000 a year don’t feel like high-income shoppers anymore
• Neutral Sentiment: Recent valuation analyses compare DG favorably with other discount retailers on selected value metrics, but the articles do not provide a strong new earnings catalyst. Investors remain focused on whether its valuation is supported by earnings revisions and execution. Should Value Investors Buy Dollar General Stock?
• Neutral Sentiment: Consumer data from Dollar General and Target illustrates a widening split in U.S. purchasing power, reinforcing DG’s relevance to budget-conscious households while highlighting uneven consumer demand. Target, Dollar General illustrate the split forming between US consumers
• Negative Sentiment: The CEO’s comments also signal a consumer warning: inflation and gas costs are affecting even six-figure earners. That may increase traffic, but could reduce basket sizes, shift demand toward ultra-low-priced products and pressure profitability. Dollar General CEO raises major red flag about consumers
• Negative Sentiment: Executive Vice President Reardon sold 5,578 shares for approximately $733,000, representing about 8% of direct holdings. While the sale may be routine diversification, insider selling can create modest sentiment pressure. Dollar General EVP Reardon Sells 5,578 Shares

Dollar General Profile

Dollar General Corporation NYSE: DG is a discount retailer that operates stores offering everyday essentials at low prices. Its merchandise assortment includes consumable products such as food, snacks, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic home products, apparel, and select health and beauty products.

The company serves primarily rural and suburban communities, with stores located throughout the United States. Dollar General also operates related retail formats, including DG Market, DGX, and pOpshelf, which offer assortments tailored to different shopping needs and locations.

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.