DG

DOLLAR GENERAL CORP

NYSE · Retail-Variety Stores · Inc. TN · CIK 0000029534
$114.80 +0.40% $25.3B
38 New Institutional Positions12 Institutional Exits
Vol
Market Cap$25.3B
Cap SizeLarge Cap
Analyst ConsensusHold (46%)
Inst. Holders50 funds
Inst. Value$16.0B
Inst. Activity38 buys / 12 sells
Reddit Sentiment30° Cool
SEC Reports5
Exchange NYSE·Sector Retail-Variety Stores·Inc. TN·CIK 0000029534·Prev Close $114.34

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in DG for Q2 2025 shows 5 buyers accumulating $307.4M (led by UBS and RenTech) against 7 s
INST-CLUSTER — Impact 4/10
Jun 2, 2026 SEC
Dollar General reported Q1 2026 EPS of $2.00, beating consensus of $1.88 by 6.4%, on revenue of $10.79B (in line with $1
8-K — Impact 6/10
Jun 2, 2026 earnings_calendar
DG Q1 2027 Earnings Scheduled — 2026-06-02
May 28, 2026 Insider
BRYANT WARREN F disposed of 1.285 shares
Director @ $109.90 ($141.23)
May 28, 2026 Insider
CALBERT MICHAEL M was granted 1,647 shares
Director
May 28, 2026 Insider
Chadwick Ana Maria was granted 1,647 shares
Director
Apr 7, 2026 SEC
Dollar General Corporation filed a definitive proxy statement for its 2026 Annual Meeting, which includes a shareholder
DEFA14A — Impact 2/10
Inst.
PZENA INVESTMENT MANAGEMENT LLC — TRIM
6,897,541 shares ($818.9M)

Price Targets

$131.24 +14.3% upside Buy
Current $114.80 Low $90.00 Median $126.00 High $175.00 29 analysts
$90.00 $175.00

Analyst Ratings

Hold46% buy · 39 analysts
10Strong Buy
8Buy
20Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Barclays MAINTAIN Overweight → Overweight
Jun 3, 2026 Telsey Advisory Group MAINTAIN Market Perform → Market Perform
Jun 3, 2026 Freedom Broker DOWNGRADE Buy → Hold
Jun 3, 2026 Citigroup MAINTAIN Neutral → Neutral
Jun 3, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.00 $1.90 — $2.09 7% YoY 20
Next Q $1.39 $1.29 — $1.66 9% YoY 20
Current FY $7.37 ▲ +1.2% $7.20 — $7.55 8% YoY 24
Next FY $7.98 $7.16 — $8.67 8% YoY 26

Top Institutional Holders

FundValueMove
BlackRock, Inc.$3.0B
VANGUARD CAPITAL MANAGEMENT LLC$1.7B
STATE STREET CORP$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC$1.3B
PZENA INVESTMENT MANAGEMENT LLC$818.9MTRIM

Recent Insider Trades

DateInsiderTypeValue
May 28, 2026BRYANT WARREND$141.23
May 28, 2026CALBERT MICHAELA$0.00
May 28, 2026Chadwick AnaA$0.00
May 28, 2026Chadwick AnaD$35.81
May 28, 2026McGuire TimothyA$0.00

Reddit Sentiment

30°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 4 bearish
50 institutional holders with $16.0B total value (134,883,071 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.25,365,065$3.0B18.8%
2VANGUARD CAPITAL MANAGEMENT LLC14,305,232$1.7B10.6%
3STATE STREET CORP11,178,948$1.3B8.3%
4VANGUARD PORTFOLIO MANAGEMENT LLC10,937,158$1.3B8.1%
5PZENA INVESTMENT MANAGEMENT LLC6,897,541$818.9M5.1%TRIM -35.4%
6First Eagle Investment Management, LLC4,455,622$529.0M3.3%
7MORGAN STANLEY4,320,387$513.0M3.2%TRIM -31.1%
8BANK OF AMERICA CORP /DE/3,725,112$442.3M2.8%
9BAILLIE GIFFORD & CO3,152,900$374.3M2.3%
10GOLDMAN SACHS GROUP INC3,133,318$372.0M2.3%
11ARROWSTREET CAPITAL, LIMITED PARTNERSHIP2,868,239$340.5M2.1%
12DIMENSIONAL FUND ADVISORS LP2,800,145$332.4M2.1%
13FRANKLIN RESOURCES INC2,747,095$326.2M2.0%
14Invesco Ltd.2,744,685$325.9M2.0%
15ROYAL BANK OF CANADA2,723,506$323.4M2.0%
16Allianz Asset Management GmbH2,312,005$274.5M1.7%DOUBLED +105.4%
17MARSHALL WACE, LLP2,228,370$264.6M1.7%ADD +32.2%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,743,843$207.0M1.3%
19NORDEA INVESTMENT MANAGEMENT AB1,633,674$190.7M1.2%DOUBLED +429.0%
20Russell Investments Group, Ltd.1,481,777$175.9M1.1%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
PZENA INVESTMENT MANAGEMENT LLCTRIM10,676,8236,897,541-35.4%$818.9M2026-Q1
MORGAN STANLEYTRIM6,270,3334,320,387-31.1%$513.0M2026-Q1
Allianz Asset Management GmbHDOUBLED1,125,6972,312,005+105.4%$274.5M2026-Q1
MARSHALL WACE, LLPADD1,685,8702,228,370+32.2%$264.6M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABDOUBLED308,8231,633,674+429.0%$190.7M2026-Q1
JUPITER ASSET MANAGEMENT LTDDOUBLED382,6361,353,322+253.7%$160.7M2026-Q1
Holocene Advisors, LPTRIM2,206,7211,168,361-47.1%$138.7M2026-Q1
RENAISSANCE TECHNOLOGIES LLCDOUBLED318,204704,204+121.3%$83.6M2026-Q1
SEMPER AUGUSTUS INVESTMENTS GROUP LLCTRIM925,955648,227-30.0%$77.0M2026-Q1
HSBC HOLDINGS PLCADD470,605613,509+30.4%$72.5M2026-Q1
Swedbank ABADD406,198608,408+49.8%$72.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED247,776602,443+143.1%$71.5M2026-Q1
Alecta Tjanstepension OmsesidigtTRIM933,800595,900-36.2%$70.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD395,108578,286+46.4%$68.7M2026-Q1
AmundiADD371,332502,073+35.2%$59.6M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD257,857440,628+70.9%$52.3M2026-Q1
Capital World InvestorsTRIM936,230438,673-53.1%$52.1M2026-Q1
Erste Asset Management GmbHTRIM650,000369,300-43.2%$43.5M2026-Q1
AMERIPRISE FINANCIAL INCADD267,174361,007+35.1%$42.9M2026-Q1
Gotham Asset Management, LLCADD266,188349,998+31.5%$41.6M2026-Q1
PINEBRIDGE INVESTMENTS LLCDOUBLED89,356220,473+146.7%$26.2M2026-Q1
FIL LtdTRIM381,140215,705-43.4%$25.6M2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDADD157,827200,665+27.1%$23.8M2026-Q1
Korea Investment CORPTRIM303,573186,891-38.4%$22.2M2026-Q1
FIRST TRUST ADVISORS LPADD132,239183,798+39.0%$21.8M2026-Q1
19 unique insiders with 43 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 28, 2026BRYANT WARREN FDirectorD1.285$109.90$141.23
May 28, 2026CALBERT MICHAEL MDirectorAWARD1,647
May 28, 2026Chadwick Ana MariaDirectorAWARD1,647
May 28, 2026Chadwick Ana MariaDirectorD0.326$109.90$35.81
May 28, 2026McGuire Timothy IDirectorAWARD1,647
May 28, 2026McGuire Timothy IDirectorD0.326$109.90$35.81
May 28, 2026ROWLAND DAVID PDirectorAWARD1,647
May 28, 2026Sandler Debra A.DirectorAWARD1,647
May 28, 2026Sandler Debra A.DirectorD0.326$109.90$35.81
May 28, 2026SANTANA RALPH EDirectorAWARD1,647
May 28, 2026SANTANA RALPH EDirectorD0.326$109.90$35.81
May 28, 2026Scarlett KathleenDirectorD0.326$109.90$35.81
May 28, 2026Scarlett KathleenDirectorAWARD1,647
May 28, 2026Hicks Gregory HDirectorAWARD1,647
Apr 1, 2026TAYLOR EMILY CChief Operating OfficerTAX W/H8,928$117.17$1.0M
Apr 1, 2026Herrmann Tracey NEVP, Store OperationsTAX W/H4,519$117.17$529.5K
Apr 1, 2026REARDON KATHLEEN AEVP & Chief People OfficerTAX W/H7,938$117.17$930.1K
Apr 1, 2026TAYLOR RHONDAEVP & General CounselTAX W/H8,928$117.17$1.0M
Apr 1, 2026Wenkoff Carman REVP & Chief Information OfcTAX W/H8,870$117.17$1.0M
Apr 1, 2026West Roderick JEVP, Global Supply ChainTAX W/H8,017$117.17$939.4K
Apr 1, 2026Wheeler Bryan DEVP & Chief Merchandising OfcTAX W/H902$117.17$105.7K
Apr 1, 2026ELLIOTT ANITA CSVP & Chief Accounting OfficerTAX W/H1,303$117.17$152.7K
Mar 26, 2026TAYLOR EMILY CChief Operating OfficerAWARD12,581
Mar 26, 2026VASOS TODD JChief Executive OfficerAWARD40,260
Mar 26, 2026West Roderick JEVP, Global Supply ChainAWARD8,388
Mar 26, 2026TAYLOR RHONDAEVP & General CounselAWARD6,710
Mar 26, 2026Herrmann Tracey NEVP, Store OperationsAWARD6,710
Mar 26, 2026Lau Donny HEVP & Chief Financial OfficerAWARD10,065
Mar 26, 2026REARDON KATHLEEN AEVP & Chief People OfficerAWARD6,710
Mar 26, 2026Wenkoff Carman REVP & Chief Information OfcAWARD6,710
Mar 26, 2026Wheeler Bryan DEVP & Chief Merchandising OfcAWARD5,704
Mar 26, 2026ELLIOTT ANITA CSVP & Chief Accounting OfficerAWARD3,523
Mar 11, 2026West Roderick JEVP, Global Supply ChainEXERCISE2,691$84.67$227.8K
Mar 11, 2026West Roderick JEVP, Global Supply ChainTAX W/H1,858$144.84$269.1K
Mar 10, 2026Wenkoff Carman REVP & Chief Information OfcAWARD34,028
Mar 10, 2026TAYLOR EMILY CChief Operating OfficerAWARD34,028
Mar 10, 2026Herrmann Tracey NEVP, Store OperationsAWARD17,014
Mar 10, 2026REARDON KATHLEEN AEVP & Chief People OfficerAWARD30,626
Mar 10, 2026West Roderick JEVP, Global Supply ChainAWARD30,626
Mar 10, 2026Wheeler Bryan DEVP & Chief Merchandising OfcAWARD2,042
Mar 10, 2026ELLIOTT ANITA CSVP & Chief Accounting OfficerAWARD3,404
Mar 10, 2026TAYLOR RHONDAEVP & General CounselAWARD34,028
Feb 4, 2026ROWLAND DAVID PDirectorAWARD1,439

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (46% buy). Based on 39 analysts: 10 strong buy, 8 buy, 20 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$131.24 mean target +14.3% upside Buy (2.42)
$90.00 Low $175.00 High
MetricValue
Current Price$114.80
Target Low$90.00
Target Mean$131.24
Target Median$126.00
Target High$175.00
# Analysts29
RecommendationBuy (2.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$2.00 $1.90 $2.09 7.3% +0.1% 8↑ 6↓ $11.2B 4.3% 20
Next Q
2026-10-31
$1.39 $1.29 $1.66 8.9% -0.3% 7↑ 9↓ $11.1B 4.2% 20
Current FY
2027-01-31
$7.37 $7.20 $7.55 7.6% +1.2% 18↑ 1↓ $44.4B 4.0% 24
Next FY
2028-01-31
$7.98 $7.16 $8.67 8.3% +0.2% 13↑ 5↓ $46.3B 4.2% 26

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.995
7d ago$1.983+0.012
30d ago$1.994+0.001
60d ago$1.999-0.004
90d ago$2.059-0.064
15 analyst firms have rated this stock: 1 upgrades, 1 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Barclays MAINTAIN Overweight Overweight
Jun 3, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jun 3, 2026 Freedom Broker DOWNGRADE Buy Hold
Jun 3, 2026 Citigroup MAINTAIN Neutral Neutral
Jun 3, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jun 3, 2026 Piper Sandler MAINTAIN Neutral Neutral
Jun 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jun 3, 2026 Truist Securities MAINTAIN Hold Hold
Jun 3, 2026 BMO Capital MAINTAIN Market Perform Market Perform
Jun 3, 2026 Loop Capital MAINTAIN Hold Hold
May 29, 2026 Oppenheimer MAINTAIN Outperform Outperform
May 27, 2026 Truist Securities MAINTAIN Hold Hold
Apr 21, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Mar 25, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 20, 2026 Loop Capital MAINTAIN Hold Hold
Mar 13, 2026 Piper Sandler MAINTAIN Neutral Neutral
Mar 13, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Mar 13, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 13, 2026 Guggenheim MAINTAIN Buy Buy
Mar 9, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 6, 2026 Piper Sandler MAINTAIN Neutral Neutral
Feb 24, 2026 Oppenheimer MAINTAIN Outperform Outperform
Feb 17, 2026 Guggenheim MAINTAIN Buy Buy
Feb 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 15, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Barclays MAINTAIN Overweight Overweight
Jan 5, 2026 Bernstein MAINTAIN Outperform Outperform
Dec 23, 2025 Evercore ISI Group MAINTAIN In-Line In-Line
Dec 19, 2025 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Dec 15, 2025 JP Morgan UPGRADE Neutral Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026108201046%
May 1, 2026119181051%
Apr 1, 2026119181051%
Mar 1, 2026119181051%
Feb 1, 2026119190051%
Jan 1, 2026128180053%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

30°
Cool
Bearish Neutral Bullish
6 mentions 0 bullish 4 bearish 6 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Mar 18, 2026140° Cool011
Mar 18, 2026140° Cool011
Mar 14, 2026140° Cool011
Mar 14, 2026140° Cool011
Feb 28, 2026150° Neutral001
Feb 28, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Bearish 3mo ago
$30k on this war being far from over ($DG Dollar General puts)
▲ 1 💬 0 ⚡ 0.5
Jun 2, 2026
earnings_calendar
DG Q1 2027 Earnings Scheduled — 2026-06-02
Jun 2, 2026
short_volume
Short Volume: DG — 56.4% short (1.9M / 3.4M)
Short: 1,901,300 | Exempt: 60 | TRF Vol: 3,368,483 | Short Ratio: 56.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: DG — 60.1% short (1.9M / 3.1M)
Short: 1,867,858 | Exempt: 988 | TRF Vol: 3,110,196 | Short Ratio: 60.1% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: DG — 56.8% short (0.6M / 1.1M)
Short: 607,997 | Exempt: 77 | TRF Vol: 1,069,615 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: DG — 62.5% short (1.1M / 1.7M)
Short: 1,053,234 | Exempt: 391 | TRF Vol: 1,684,144 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: DG — 58.4% short (1.1M / 2.0M)
Short: 1,140,255 | Exempt: 900 | TRF Vol: 1,951,035 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: DG — 6.0M shares, 95,250 trades
Week starting 2026-05-18. Total ATS volume: 5,992,061 shares across 95,250 trades.
May 11, 2026
dark_pool
Dark Pool: DG — 7.1M shares, 123,361 trades
Week starting 2026-05-11. Total ATS volume: 7,077,094 shares across 123,361 trades.
May 8, 2026
short_volume
Short Volume: DG — 61.1% short (0.8M / 1.3M)
Short: 824,391 | Exempt: 5 | TRF Vol: 1,349,015 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: DG — 55.4% short (0.8M / 1.5M)
Short: 846,053 | Exempt: 111 | TRF Vol: 1,527,056 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: DG — 70.3% short (0.9M / 1.3M)
Short: 915,894 | Exempt: 0 | TRF Vol: 1,302,685 | Short Ratio: 70.3% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: DG — 5.5M shares, 94,636 trades
Week starting 2026-05-04. Total ATS volume: 5,523,868 shares across 94,636 trades.
May 4, 2026
short_volume
Short Volume: DG — 67.0% short (0.8M / 1.2M)
Short: 778,129 | Exempt: 0 | TRF Vol: 1,160,673 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: DG — 65.0% short (0.5M / 0.8M)
Short: 535,623 | Exempt: 3 | TRF Vol: 824,099 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: DG — 58.5% short (0.5M / 0.9M)
Short: 522,087 | Exempt: 251 | TRF Vol: 892,644 | Short Ratio: 58.5% | Off-exchange volume (dark pool + OTC)