Swiss Life Asset Management Ltd Acquires 63,676 Shares of Dollar General Corporation $DG

Key Points

• Swiss Life Asset Management increased its stake in Dollar General by 159.1% in Q3, buying an additional 63,676 shares to hold 103,707 shares valued at about $10.7 million, as institutional investors now own roughly 91.8% of the stock.
• Dollar General beat Q4 estimates with $1.93 EPS (vs. $1.57 expected) and $10.91 billion in revenue, and issued FY2026 guidance of roughly $7.10–$7.35 in EPS.
• Analyst sentiment is mixed: the average rating is a Hold with an average price target of $145.33, based on 14 Buys, 15 Holds and 1 Sell.

Swiss Life Asset Management Ltd lifted its holdings in shares of Dollar General Corporation (NYSE:DG - Free Report) by 159.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 103,707 shares of the company's stock after buying an additional 63,676 shares during the quarter. Swiss Life Asset Management Ltd's holdings in Dollar General were worth $10,718,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of DG. Bryn Mawr Trust Advisors LLC bought a new position in shares of Dollar General in the 3rd quarter worth $8,803,000. Arista Wealth Management LLC bought a new stake in Dollar General in the third quarter valued at about $351,000. Allianz Asset Management GmbH lifted its stake in Dollar General by 16.3% in the third quarter. Allianz Asset Management GmbH now owns 805,645 shares of the company's stock valued at $83,263,000 after buying an additional 112,862 shares during the period. Vanguard Group Inc. lifted its stake in Dollar General by 1.5% in the second quarter. Vanguard Group Inc. now owns 26,817,649 shares of the company's stock valued at $3,067,403,000 after buying an additional 384,447 shares during the period. Finally, Westpac Banking Corp boosted its holdings in Dollar General by 765.2% during the third quarter. Westpac Banking Corp now owns 9,197 shares of the company's stock worth $951,000 after buying an additional 8,134 shares during the last quarter. 91.77% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Wolfe Research restated an "outperform" rating and set a $165.00 target price on shares of Dollar General in a research report on Thursday, March 12th. Jefferies Financial Group reissued a "buy" rating and set a $170.00 price objective on shares of Dollar General in a research note on Thursday, March 12th. BNP Paribas Exane reaffirmed a "neutral" rating and issued a $127.00 target price on shares of Dollar General in a research note on Thursday, March 12th. Weiss Ratings reiterated a "hold (c-)" rating on shares of Dollar General in a report on Monday, December 29th. Finally, Citigroup lifted their price target on shares of Dollar General from $112.00 to $138.00 and gave the stock a "neutral" rating in a research report on Monday, December 8th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Dollar General currently has an average rating of "Hold" and an average target price of $145.33.

Dollar General Stock Up 0.8%

Shares of DG stock opened at $124.43 on Friday. The firm's fifty day moving average price is $146.22 and its two-hundred day moving average price is $124.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. Dollar General Corporation has a 1 year low of $80.51 and a 1 year high of $158.23. The firm has a market capitalization of $27.39 billion, a P/E ratio of 18.17, a PEG ratio of 2.00 and a beta of 0.23.

Dollar General (NYSE:DG - Get Free Report) last posted its quarterly earnings data on Thursday, March 12th. The company reported $1.93 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.36. The company had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The company's quarterly revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the business posted $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. On average, equities analysts predict that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th will be paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date is Tuesday, April 7th. Dollar General's dividend payout ratio (DPR) is currently 34.45%.

Dollar General News Roundup

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating and a $165 price target while raising a couple of quarter estimates (notably Q4 2027 and Q4 2028), which supports upside expectations for DG. Wolfe Research note / MarketBeat DG page
• Positive Sentiment: Q4 results and industry wrap-ups highlight Dollar General as a leader in non-discretionary retail — DG beat revenue and EPS estimates and management emphasized value initiatives that drove traffic and private-brand gains. Q4 Earnings Review (Yahoo Finance)
• Positive Sentiment: Management comments and other retail CEOs say customers aren’t yet cutting back because of higher gas prices, signaling resilience in DG’s customer base and less downside risk to sales. We’re not too worried about gas prices (MarketWatch)
• Neutral Sentiment: Strong results at Five Below and other discount retailers are lifting sector sentiment — this can buoy DG even if the news is about a competitor rather than DG-specific fundamentals. Five Below earnings blowout (MarketBeat)
• Negative Sentiment: Wolfe also trimmed a number of near-term quarter estimates (Q1–Q3 2027, parts of 2028) and lowered FY2027–FY2028 EPS forecasts slightly, which could cap upside and increase focus on execution vs. thesis risk. Wolfe Research note / MarketBeat DG page
• Negative Sentiment: Some analysts and commentary argue DG’s “buy case” weakened after Q4 despite the beat — that skepticism (and the market’s negative reaction to parts of the call) can pressure the stock if guidance or margin drivers look uncertain. Dollar General loses its buy case (TipRanks)

Dollar General Company 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.

Want to see what other hedge funds are holding DG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Dollar General Corporation (NYSE:DG - Free Report).

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.