National Pension Service Has $48.77 Million Stake in Dollar General Corporation $DG

National Pension Service grew its position in shares of Dollar General Corporation (NYSE:DG) by 1,624.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 367,320 shares of the company’s stock after buying an additional 346,024 shares during the quarter. National Pension Service’s holdings in Dollar General were worth $48,769,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in the company. Basepoint Wealth LLC acquired a new stake in shares of Dollar General during the 4th quarter valued at about $39,000. Linscomb Wealth Inc. lifted its holdings in shares of Dollar General by 1.0% during the 4th quarter. Linscomb Wealth Inc. now owns 110,150 shares of the company’s stock valued at $14,625,000 after buying an additional 1,097 shares during the last quarter. Rothschild Investment LLC lifted its holdings in shares of Dollar General by 85.9% during the 4th quarter. Rothschild Investment LLC now owns 6,813 shares of the company’s stock valued at $905,000 after buying an additional 3,149 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of Dollar General by 3.5% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 8,742 shares of the company’s stock valued at $1,161,000 after buying an additional 298 shares during the last quarter. Finally, Jupiter Asset Management Ltd. acquired a new stake in shares of Dollar General during the 4th quarter valued at about $50,803,000. 91.77% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

DG has been the subject of several research reports. Telsey Advisory Group reiterated a “market perform” rating and set a $140.00 price target on shares of Dollar General in a report on Tuesday, March 24th. Rothschild & Co Redburn reduced their price target on Dollar General from $111.00 to $90.00 and set a “sell” rating for the company in a report on Monday, May 18th. Piper Sandler boosted their target price on Dollar General from $132.00 to $133.00 and gave the stock a “neutral” rating in a report on Friday, March 13th. BMO Capital Markets boosted their target price on Dollar General from $130.00 to $145.00 and gave the stock a “market perform” rating in a report on Friday, February 13th. Finally, Barclays restated an “overweight” rating on shares of Dollar General in a report on Thursday, March 12th. Twelve research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Dollar General presently has an average rating of “Hold” and a consensus price target of $139.19.

Key Headlines Impacting Dollar General

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

• Positive Sentiment: Dollar General rose alongside Dollar Tree after DLTR beat first-quarter expectations and lifted its profit forecast, boosting sentiment across discount retailers and suggesting resilient demand from lower-income consumers.
• Positive Sentiment: Oppenheimer kept an outperform rating on Dollar General while lowering its price target to $150 from $170, citing potential upside despite cost pressures and cautious consumer spending; the new target still implies meaningful upside from current levels.
• Neutral Sentiment: Analysts at Rothschild & Co Redburn made several mixed EPS estimate changes for future years, including some upward revisions, but the firm maintained a Sell rating and a $90 target, making the revisions less relevant to near-term trading.
• Neutral Sentiment: Investors are also watching Dollar General’s upcoming Q1 results and guidance, with Oppenheimer suggesting the company could guide conservatively because of cost headwinds and pressure on consumers.
• Negative Sentiment: Broader concerns remain around labor practices, workplace safety, and a shareholder vote on a human rights policy, which could add reputational and governance pressure on the stock over time.

Dollar General Stock Down 0.1%

DG opened at $110.52 on Monday. The business has a 50 day moving average price of $115.48 and a 200 day moving average price of $128.67. Dollar General Corporation has a twelve month low of $95.11 and a twelve month high of $158.23. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.22 and a current ratio of 1.13. The firm has a market cap of $24.34 billion, a P/E ratio of 16.13, a price-to-earnings-growth ratio of 1.80 and a beta of 0.26.

Dollar General (NYSE:DG) last posted its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, topping the consensus estimate of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The firm had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. During the same period in the previous year, the company earned $0.87 EPS. The company’s revenue for the quarter was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Research analysts forecast that Dollar General Corporation will post 7.25 EPS for the current year.

Dollar General Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th were issued a dividend of $0.59 per share. The ex-dividend date was Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.1%. Dollar General’s payout ratio is 34.45%.

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.