MUFG Securities EMEA plc Boosts Stock Position in Dollar General Corporation $DG

MUFG Securities EMEA plc grew its stake in shares of Dollar General Corporation (NYSE:DG) by 114.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,032 shares of the company’s stock after buying an additional 4,820 shares during the period. MUFG Securities EMEA plc’s holdings in Dollar General were worth $1,199,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in DG. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Dollar General by 4.7% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,317 shares of the company’s stock valued at $2,314,000 after buying an additional 1,185 shares in the last quarter. NewEdge Advisors LLC lifted its position in shares of Dollar General by 12.3% during the 1st quarter. NewEdge Advisors LLC now owns 10,450 shares of the company’s stock valued at $919,000 after buying an additional 1,148 shares in the last quarter. Woodline Partners LP lifted its position in shares of Dollar General by 40.7% during the 1st quarter. Woodline Partners LP now owns 18,580 shares of the company’s stock valued at $1,634,000 after buying an additional 5,373 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Dollar General during the 2nd quarter valued at about $211,000. Finally, Jump Financial LLC purchased a new position in shares of Dollar General during the 2nd quarter valued at about $209,000. 91.77% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on DG. KeyCorp reaffirmed a “sector weight” rating on shares of Dollar General in a research report on Friday, March 13th. Wall Street Zen downgraded Dollar General from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Morgan Stanley decreased their target price on Dollar General from $160.00 to $150.00 and set an “equal weight” rating on the stock in a research note on Friday, March 13th. BMO Capital Markets lifted their target price on Dollar General from $130.00 to $145.00 and gave the company a “market perform” rating in a research note on Friday, February 13th. Finally, Truist Financial set a $114.00 target price on Dollar General in a research note on Tuesday. Twelve analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $139.38.

Dollar General Stock Down 2.9%

Shares of DG opened at $106.78 on Wednesday. The business’s 50 day moving average is $115.21 and its 200 day moving average is $128.71. The company has a market capitalization of $23.52 billion, a PE ratio of 15.59, a price-to-earnings-growth ratio of 1.79 and a beta of 0.26. Dollar General Corporation has a 12-month low of $95.11 and a 12-month high of $158.23. 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 (NYSE:DG) last released its quarterly earnings data on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.89 by $0.11. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The business had revenue of $10.79 billion for the quarter, compared to the consensus estimate of $10.81 billion. During the same quarter in the previous year, the company posted $1.78 EPS. The company’s revenue was up 3.4% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Research analysts expect that Dollar General Corporation will post 7.25 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

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

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.