Dollar General Corporation $DG Shares Sold by Reinhart Partners LLC.

Reinhart Partners LLC. cut its stake in Dollar General Corporation (NYSE:DG) by 9.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 53,814 shares of the company’s stock after selling 5,561 shares during the period. Reinhart Partners LLC.’s holdings in Dollar General were worth $7,145,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. CIBC Asset Management Inc raised its holdings in Dollar General by 69.9% in the fourth quarter. CIBC Asset Management Inc now owns 51,791 shares of the company’s stock valued at $6,876,000 after buying an additional 21,306 shares during the period. Bank of New York Mellon Corp raised its holdings in Dollar General by 6.9% in the fourth quarter. Bank of New York Mellon Corp now owns 1,365,622 shares of the company’s stock valued at $181,314,000 after buying an additional 88,231 shares during the period. Westpac Banking Corp raised its holdings in Dollar General by 3.8% in the fourth quarter. Westpac Banking Corp now owns 9,550 shares of the company’s stock valued at $1,268,000 after buying an additional 353 shares during the period. Fiduciary Family Office LLC purchased a new position in Dollar General in the fourth quarter valued at approximately $238,000. Finally, Natixis Advisors LLC raised its holdings in Dollar General by 24.6% in the fourth quarter. Natixis Advisors LLC now owns 554,096 shares of the company’s stock valued at $73,567,000 after buying an additional 109,324 shares during the period. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Trading Down 2.9%

DG opened at $106.78 on Wednesday. The firm has a market capitalization of $23.52 billion, a P/E ratio of 15.59, a P/E/G ratio of 1.79 and a beta of 0.26. The firm’s 50 day moving average is $115.21 and its 200-day moving average is $128.71. Dollar General Corporation has a 52-week low of $95.11 and a 52-week high of $158.23. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.89 by $0.11. The company had revenue of $10.79 billion for the quarter, compared to analyst estimates of $10.81 billion. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The business’s quarterly revenue was up 3.4% on a year-over-year basis. During the same quarter last year, the firm posted $1.78 earnings per share. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Analysts expect that Dollar General Corporation will post 7.25 EPS for the current fiscal year.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Tuesday, July 7th will be paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date is Tuesday, July 7th. Dollar General’s payout ratio is 34.45%.

More Dollar General News

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

• Positive Sentiment: Dollar General beat Q1 earnings expectations with EPS of $2.00 versus estimates around $1.89, while same-store sales rose 2.0% and operating profit increased 10.8%, signaling healthy underlying demand. Dollar General Corporation Reports First Quarter 2026 Results
• Positive Sentiment: The company lifted its FY2026 EPS guidance to $7.20-$7.45, which investors are reading as a sign that margins and earnings momentum are improving. Dollar General raises annual profit forecast on resilient demand for discount goods
• Positive Sentiment: Management said lower-income and middle-income customers are still trading down to Dollar General for low-cost goods, and that pressure in rural communities may support traffic as households cut discretionary spending. Dollar General Attracts All Income Groups as Economic Pressures Mount
• Neutral Sentiment: The company also declared a quarterly dividend of $0.59 per share, reinforcing its cash-return profile but not likely the main driver of the stock move today.
• Negative Sentiment: Revenue came in slightly below expectations at $10.79 billion versus about $10.81 billion, and that mild top-line miss may temper enthusiasm even after the earnings beat. Dollar General (NYSE:DG) reports Q1 CY2026 in line with expectations

Analysts Set New Price Targets

Several research firms recently commented on DG. KeyCorp restated a “sector weight” rating on shares of Dollar General in a report on Friday, March 13th. Rothschild & Co Redburn cut their price target on shares of Dollar General from $111.00 to $90.00 and set a “sell” rating on the stock in a report on Monday, May 18th. Barclays restated an “overweight” rating on shares of Dollar General in a report on Thursday, March 12th. Sanford C. Bernstein cut their price target on shares of Dollar General from $150.00 to $146.00 and set an “outperform” rating on the stock in a report on Wednesday, March 25th. Finally, Evercore cut their price target on shares of Dollar General from $145.00 to $144.00 in a report on Tuesday, March 3rd. Twelve equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Dollar General presently has an average rating of “Hold” and a consensus target price of $139.38.

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.