Moore Capital Management LP Invests $4.32 Million in Dollar General Corporation $DG

Moore Capital Management LP acquired a new stake in shares of Dollar General Corporation (NYSE:DG) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 37,542 shares of the company’s stock, valued at approximately $4,321,000.

A number of other large investors have also bought and sold shares of the company. Two Sigma Securities LLC bought a new stake in shares of Dollar General in the second quarter valued at $458,000. Benjamin Edwards Inc. grew its stake in shares of Dollar General by 27.0% during the 2nd quarter. Benjamin Edwards Inc. now owns 21,076 shares of the company’s stock worth $2,426,000 after acquiring an additional 4,477 shares during the period. New Mexico Educational Retirement Board increased its holdings in Dollar General by 10.1% in the 2nd quarter. New Mexico Educational Retirement Board now owns 10,950 shares of the company’s stock worth $1,260,000 after acquiring an additional 1,000 shares during the last quarter. Royal London Asset Management Ltd. raised its stake in Dollar General by 30.7% in the 2nd quarter. Royal London Asset Management Ltd. now owns 638,681 shares of the company’s stock valued at $73,519,000 after acquiring an additional 149,869 shares during the period. Finally, Mufg Securities Americas Inc. raised its stake in Dollar General by 8.9% in the 2nd quarter. Mufg Securities Americas Inc. now owns 6,633 shares of the company’s stock valued at $764,000 after acquiring an additional 542 shares during the period. 91.77% of the stock is owned by hedge funds and other institutional investors.

Dollar General Price Performance

NYSE:DG opened at $126.87 on Tuesday. The firm 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. Dollar General Corporation has a 52-week low of $95.11 and a 52-week high of $158.23. The stock has a fifty day moving average of $121.70 and a 200 day moving average of $122.86. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.31 and a current ratio of 1.21.

Dollar General (NYSE:DG) last announced its earnings results 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. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. The business had revenue of $11.29 billion for the quarter, compared to the consensus estimate of $11.20 billion. During the same period last year, the firm posted $1.86 earnings per share. Dollar General’s quarterly revenue was up 5.2% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. On average, research analysts expect that Dollar General Corporation will post 7.63 EPS for the current fiscal year.

Dollar General Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th will be paid a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, October 6th. This represents a $2.36 annualized dividend and a dividend yield of 1.9%. Dollar General’s dividend payout ratio (DPR) is presently 30.69%.

Analyst Ratings Changes

DG has been the subject of several recent research reports. Barclays reduced their target price on shares of Dollar General from $151.00 to $148.00 and set an “overweight” rating for the company in a research note on Wednesday, June 3rd. Jefferies Financial Group cut their price objective on shares of Dollar General from $155.00 to $135.00 and set a “buy” rating for the company in a report on Wednesday, June 3rd. Truist Financial lifted their price objective on shares of Dollar General from $109.00 to $114.00 and gave the company a “hold” rating in a research note on Tuesday, June 2nd. Morgan Stanley increased their target price on Dollar General from $132.00 to $145.00 and gave the stock an “equal weight” rating in a research report on Friday. Finally, Rothschild & Co Redburn cut 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. Ten equities research 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’s stock. Based on data from MarketBeat.com, Dollar General currently has an average rating of “Hold” and an average target price of $134.65.

Key Stories Impacting 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 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.