Dollar General Corporation $DG Shares Sold by Provident Investment Management Inc.

Posted by Brenda Bartman on Oct 26th, 2026

Provident Investment Management Inc. cut its position in shares of Dollar General Corporation (NYSE:DG – Free Report) by 77.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 2,500 shares of the company’s stock after selling 8,550 shares during the quarter. Provident Investment Management Inc.’s holdings in Dollar General were worth $299,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Arrowstreet Capital Limited Partnership increased its stake in Dollar General by 6.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,868,239 shares of the company’s stock valued at $340,546,000 after buying an additional 167,546 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in shares of Dollar General by 2.8% during the 1st quarter. Dimensional Fund Advisors LP now owns 2,800,145 shares of the company’s stock worth $332,443,000 after buying an additional 75,323 shares in the last quarter. Royal Bank of Canada boosted its stake in shares of Dollar General by 0.8% in the 1st quarter. Royal Bank of Canada now owns 2,723,506 shares of the company’s stock worth $323,362,000 after buying an additional 20,366 shares during the last quarter. Bank of New York Mellon Corp purchased a new position in shares of Dollar General in the 2nd quarter worth approximately $162,412,000. Finally, Flossbach Von Storch SE purchased a new position in shares of Dollar General in the 2nd quarter worth approximately $81,178,000. 91.77% of the stock is owned by institutional investors.

Dollar General Stock Performance

NYSE DG opened at $132.65 on Monday. The company has a market capitalization of $29.27 billion, a PE ratio of 17.25, a price-to-earnings-growth ratio of 1.81 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 52-week low of $95.11 and a 52-week high of $158.23. The company has a 50-day simple moving average of $125.82 and a 200 day simple moving average of $119.69.

Dollar General (NYSE:DG – Get Free Report) last released 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 firm had revenue of $11.29 billion for the quarter, compared to analysts’ expectations of $11.20 billion. During the same period in the previous year, the company earned $1.86 earnings per share. The company’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 predict that Dollar General Corporation will post 7.69 EPS for the current year.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th were issued a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend was Tuesday, October 6th. Dollar General’s payout ratio is 30.69%.

Key Dollar General News

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

Positive Sentiment: Dollar General’s latest quarterly results remain supportive: net sales rose 5.2%, same-store sales increased 3.5%, and operating profit climbed 29.2%. Management also raised its fiscal 2026 outlook, while the company has indicated that share repurchases could resume in the second half of the fiscal year. Dollar General second-quarter results
Positive Sentiment: Some analysts maintain a bullish view that Dollar General can gain market share when households become more budget-conscious, potentially supporting traffic and sales over time. Bull of the Day: Dollar General
Neutral Sentiment: Recent institutional positioning was mixed, with major investors both adding and reducing DG holdings. Analyst price targets have also varied widely, with a reported six-month median target of $125, indicating limited consensus on the stock’s near-term valuation.
Neutral Sentiment: One recent insider sale involved Executive Vice President Kathleen Reardon selling 5,578 shares. The transaction is a modest data point and does not by itself indicate a change in the company’s operating outlook.
Negative Sentiment: Dollar General fell alongside Dollar Tree in a broader discount-retail selloff, suggesting investors were reducing exposure to the group rather than responding to a fresh DG filing or earnings warning. Dollar General falls as discount retail sells off
Negative Sentiment: Higher food, housing, and other living costs could leave Dollar General’s core customers with less money for discretionary purchases, raising concerns about transaction sizes, product mix, and future sales growth. Dollar Tree and Dollar General stocks slide
Negative Sentiment: Broader market pressure, including elevated Treasury yields and rising oil prices, likely added to the selling pressure and reduced investors’ appetite for retail stocks.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on DG shares. Guggenheim reaffirmed a “buy” rating and issued a $140.00 target price on shares of Dollar General in a report on Monday, August 31st. The Goldman Sachs Group lifted their price target on Dollar General from $128.00 to $141.00 and gave the stock a “neutral” rating in a report on Friday, August 28th. Weiss Ratings upgraded Dollar General from a “hold (c)” rating to a “hold (c+)” rating in a report on Thursday, September 10th. Barclays boosted their price objective on Dollar General from $148.00 to $151.00 and gave the stock an “overweight” rating in a research report on Tuesday, September 8th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $160.00 price objective on shares of Dollar General in a research note on Friday, August 28th. Twelve investment analysts have rated the stock with a Buy rating, sixteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $137.96.

Read Our Latest Analysis on Dollar General

Dollar General Company Profile

(Free Report)

Dollar General Corporation (NYSE: DG) is a discount retailer that operates stores offering everyday essentials at value-oriented prices. Its merchandise typically includes consumable products such as food, beverages, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic apparel, home products, and select health and beauty items.

The company primarily serves communities across the United States through a large network of neighborhood-focused stores, including locations in rural and suburban markets.