Grandeur Peak Global Advisors LLC Increases Stock Position in Dollar General Corporation $DG

Grandeur Peak Global Advisors LLC increased its position in Dollar General Corporation (NYSE:DG) by 45.8% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 46,026 shares of the company’s stock after buying an additional 14,466 shares during the quarter. Dollar General comprises about 1.3% of Grandeur Peak Global Advisors LLC’s investment portfolio, making the stock its 19th biggest position. Grandeur Peak Global Advisors LLC’s holdings in Dollar General were worth $5,298,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. QV Investors Inc. grew its position in Dollar General by 20.5% during the second quarter. QV Investors Inc. now owns 159,850 shares of the company’s stock valued at $18,400,000 after acquiring an additional 27,220 shares during the period. Moore Capital Management LP purchased a new position in shares of Dollar General in the 2nd quarter worth about $4,321,000. Two Sigma Securities LLC purchased a new position in shares of Dollar General in the 2nd quarter worth about $458,000. Benjamin Edwards Inc. lifted its stake in shares of Dollar General by 27.0% in the 2nd quarter. Benjamin Edwards Inc. now owns 21,076 shares of the company’s stock valued at $2,426,000 after purchasing an additional 4,477 shares in the last quarter. Finally, New Mexico Educational Retirement Board lifted its stake in shares of Dollar General by 10.1% in the 2nd quarter. New Mexico Educational Retirement Board now owns 10,950 shares of the company’s stock valued at $1,260,000 after purchasing an additional 1,000 shares in the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

More Dollar General News

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

• Positive Sentiment: Q2 results beat expectations: Net sales rose 5.2% year over year to approximately $11.3 billion, while diluted EPS increased 33.3% to $2.48, well above the roughly $2.01 consensus. Same-store sales grew 3.5%, supported by higher traffic and transaction values, and operating profit increased 29.2%. Dollar General Corporation Reports Second Quarter 2026 Results
• Positive Sentiment: Higher full-year guidance reinforces the turnaround: Dollar General raised fiscal 2026 EPS guidance to $7.80–$8.00 and lifted its comparable-sales outlook, citing steady demand for lower-priced essentials as consumers remain focused on value. UBS described the quarter as credible evidence of sustainable turnaround momentum. Dollar General raises annual comparable sales forecast on steady demand, shares jump
• Positive Sentiment: Analysts raised price targets: BMO increased its target to $135, Telsey to $140 and BNP Paribas Exane to $129. All retained market-perform or neutral ratings, indicating improved expectations but limited conviction for significant outperformance. The company also declared a $0.59 quarterly dividend and expects up to $700 million of fiscal-year share repurchases.
• Neutral Sentiment: AI investment could improve operations: DG is partnering with RELEX Solutions to deploy AI-based forecasting, replenishment and inventory-allocation tools across its North American store and distribution network. The initiative may improve product availability and margins, although benefits will depend on implementation. RELEX Solutions Announces Partnership with Dollar General
• Negative Sentiment: Consumer pressures and leadership transition remain risks: DG said its core lower-income shopper is closely managing every dollar, while higher-income customers are increasingly seeking value. Executive Vice President and General Counsel Rhonda Taylor also plans to retire, with a transition to Kelly Collier beginning in December. These factors may temper enthusiasm despite the earnings beat. Dollar General Announces General Counsel Retirement and Transition

Analyst Upgrades and Downgrades

DG has been the subject of a number of research analyst reports. Raymond James Financial reissued an “outperform” rating and set a $150.00 target price on shares of Dollar General in a research report on Friday. Morgan Stanley lifted their price target on shares of Dollar General from $132.00 to $145.00 and gave the company an “equal weight” rating in a research report on Friday. Wall Street Zen upgraded shares of Dollar General from a “hold” rating to a “buy” rating in a research note on Saturday. Piper Sandler increased their price objective on shares of Dollar General from $118.00 to $123.00 and gave the stock a “neutral” rating in a research report on Friday. Finally, Evercore cut their target price on shares of Dollar General from $145.00 to $140.00 in a research note on Wednesday, June 3rd. Ten equities research analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and an average target price of $134.65.

Dollar General Price Performance

DG stock opened at $122.57 on Monday. The firm has a market cap of $27.04 billion, a P/E ratio of 15.94, a price-to-earnings-growth ratio of 1.79 and a beta of 0.23. 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 Corporation has a 1 year low of $95.11 and a 1 year high of $158.23. The stock has a 50-day simple moving average of $121.41 and a 200-day simple moving average of $122.99.

Dollar General (NYSE:DG) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.48 EPS for the quarter, topping the consensus estimate of $2.01 by $0.47. The firm had revenue of $11.29 billion for the quarter, compared to analyst estimates of $11.20 billion. Dollar General had a return on equity of 18.93% and a net margin of 3.90%.Dollar General’s revenue for the quarter was up 5.2% on a year-over-year basis. During the same period 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, equities analysts predict that Dollar General Corporation will post 7.63 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The company 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 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, October 6th. Dollar General’s payout ratio is presently 30.69%.

About Dollar General

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.