UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Has $211.87 Million Stake in Dollar General Corporation $DG

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC reduced its stake in shares of Dollar General Corporation (NYSE:DG) by 11.8% during the 2nd quarter, Holdings Channel.com reports. The institutional investor owned 1,840,544 shares of the company’s stock after selling 246,840 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in Dollar General were worth $211,865,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Parkside Financial Bank & Trust increased its holdings in shares of Dollar General by 9.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 808 shares of the company’s stock valued at $107,000 after acquiring an additional 69 shares during the last quarter. BOKF NA grew its holdings in Dollar General by 15.2% during the fourth quarter. BOKF NA now owns 554 shares of the company’s stock valued at $74,000 after purchasing an additional 73 shares during the last quarter. Strata Wealth Advisors LLC raised its position in shares of Dollar General by 3.3% in the fourth quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company’s stock valued at $314,000 after purchasing an additional 75 shares during the period. Optimize Financial Inc raised its position in shares of Dollar General by 1.4% in the fourth quarter. Optimize Financial Inc now owns 5,550 shares of the company’s stock valued at $737,000 after purchasing an additional 76 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC lifted its stake in shares of Dollar General by 69.3% in the fourth quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company’s stock worth $26,000 after buying an additional 79 shares during the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

Wall Street Analysts Forecast Growth

DG has been the topic of several research analyst reports. Citigroup raised their price target on Dollar General from $116.00 to $133.00 and gave the company a “neutral” rating in a research report on Friday. Truist Financial boosted their price objective on Dollar General from $109.00 to $114.00 and gave the stock a “hold” rating in a research report on Tuesday, June 2nd. Freedom Capital lowered Dollar General from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 2nd. Daiwa Securities Group dropped their price target on Dollar General from $136.00 to $111.00 and set a “neutral” rating on the stock in a research report on Thursday, June 4th. Finally, Gordon Haskett lowered Dollar General from a “buy” rating to a “hold” rating and cut their price target for the stock from $140.00 to $110.00 in a report on Friday, May 22nd. Ten analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $134.65.

Dollar General Stock Performance

Dollar General stock opened at $126.87 on Tuesday. The stock has a 50-day simple moving average of $121.70 and a 200 day simple moving average of $122.86. The stock has a market capitalization of $27.99 billion, a price-to-earnings ratio of 16.50, a P/E/G ratio of 1.79 and a beta of 0.23. The company has a quick ratio of 0.31, a current ratio of 1.21 and a debt-to-equity ratio of 0.49. Dollar General Corporation has a 12-month low of $95.11 and a 12-month high of $158.23.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.48 earnings per share for the quarter, topping the consensus estimate of $2.01 by $0.47. The firm had revenue of $11.29 billion during the quarter, compared to analysts’ expectations of $11.20 billion. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. Dollar General’s revenue was up 5.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.86 EPS. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, research analysts anticipate that Dollar General Corporation will post 7.63 earnings per share for the current fiscal year.

Dollar General Announces Dividend

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

Trending Headlines about Dollar General

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

• Positive Sentiment: AI investment may improve efficiency. Dollar General is deploying Relex Solutions’ artificial-intelligence supply-chain platform across distribution centers and stores to optimize ordering schedules, supplier coordination, lead times and fulfillment. Better inventory management could support margins and product availability over time. Dollar General deploys AI across distribution centers, stores
• Positive Sentiment: Management highlighted accelerating share gains. On the Q2 2027 earnings call, CEO Todd Vasos said Dollar General is benefiting from constrained consumer spending, suggesting its value-focused model is attracting shoppers from other retail channels. Dollar General Q2 2027 Earnings Call Transcript
• Positive Sentiment: Recent operating results remain strong. Dollar General reported quarterly EPS of $2.48 versus the $2.01 consensus, revenue of $11.29 billion versus estimates of $11.20 billion, and 5.2% year-over-year revenue growth. Coverage also cited real comparable-sales and traffic gains rather than temporary tariff-related benefits. 3 Retail Stocks to Watch After a Big Consumer Earnings Week
• Positive Sentiment: Wall Street support has improved. Institutional buying, higher analyst price targets and rating upgrades—including BNP Paribas Exane’s $129 target—are providing additional momentum and reinforcing expectations for further appreciation. BNP Paribas Exane Increases Dollar General Price Target
• Neutral Sentiment: Valuation could limit further gains. One analysis described Dollar General as a high-quality business but argued that the stock offers limited upside at its current valuation. Dollar General: Excellent Company, Limited Upside At This Price
• Negative Sentiment: Investors still face execution and regulatory risks. Dollar General flagged new 2026 business challenges and regulatory-related risks, which could pressure results if compliance costs or operating disruptions increase. Dollar General Highlights Stable Risk Profile but Flags New 2026 Business Challenges

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.