Market Cap
$26.4B
DG
DOLLAR GENERAL CORP
$118.22 ▼ -0.59%
Prev close $118.93Market cap$26.4B
ConsensusHold
12-mo target$140.93 (+19.2%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on DG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (45%)
Inst. Holders
50 funds
Inst. Value
$18.3B
Inst. Activity
32 buys / 18 sells
Insider Activity
$0.00 buy / $732.6K sell
Insider Net $
-$732.6K
Social Sentiment
30° Cool
SEC Reports
8
Price chart 30d -9.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Short Volume: DG — 56.0% short (0.4M / 0.7M)
Short: 388,467 | Exempt: 90 | TRF Vol: 693,082 | Short Ratio: 56.0% | Off-exchange volume (dark pool
Sep 3, 2026 Insider
Sep 2, 2026 SEC REARDON KATHLEEN A sold 5,578 shares
EVP & Chief People Officer @ $131.33 ($732.6K)
Dollar General's Q2 2026 institutional cluster shows a mixed but net-selling pattern: 60 buyers accumulated $684.9M (net
INST-CLUSTER — Impact 5/10
Dollar General announced the planned retirement of EVP and General Counsel Rhonda Taylor, effective December 7, 2026, wi
8-K — Impact 2/10
Dollar General reported Q2 FY2026 results that significantly exceeded expectations, with EPS of $2.48 (+33.3% YoY) on ne
8-K — Impact 7/10
Jun 30, 2026 Inst.
PZENA INVESTMENT MANAGEMENT LLC — ADD
10,222,060 shares ($1.2B)
Jun 30, 2026 Inst.
NORDEA INVESTMENT MANAGEMENT AB — ADD
3,093,004 shares ($358.0M)
May 28, 2026 Insider
BRYANT WARREN F disposed of 1.285 shares
Director @ $109.90 ($141.23)
Analyst ratings buy % -15.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
45% rate it Buy or better · 40 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | HSBC | UPGRADE | Buy | 55% |
| Sep 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Sep 4, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Aug 31, 2026 | Guggenheim | REITERATE | Buy | 52% |
| Aug 28, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Aug 28, 2026 | BNP Paribas | MAINTAIN | Neutral | — |
| Aug 28, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 28, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Aug 28, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 28, 2026 | BMO Capital | MAINTAIN | Market Perform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 10 | 8 | 21 | 1 | 0 | 45% | |
| Aug 1, 2026 | 10 | 8 | 21 | 1 | 0 | 45% | |
| Jul 1, 2026 | 10 | 8 | 21 | 1 | 0 | 45% | |
| Jun 1, 2026 | 10 | 8 | 20 | 1 | 0 | 46% | |
| May 1, 2026 | 11 | 9 | 18 | 1 | 0 | 51% | |
| Apr 1, 2026 | 11 | 9 | 18 | 1 | 0 | 51% | |
| Mar 1, 2026 | 11 | 9 | 18 | 1 | 0 | 51% | |
| Feb 1, 2026 | 11 | 9 | 19 | 0 | 0 | 51% |
Price targets
Where 29 covering analysts think DG trades over the next 12 months.
$140.93 +19.2% upside Buy
Current$118.23 Low$90.00 Median$140.00 High$176.00 29 analysts
$90.00$176.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
30°
Cool
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
8 SEC filing reports analyzed · 2 bullish, 0 bearish, 3 mixed, 3 neutral · avg impact 4.5/10.
MIXEDINST-CLUSTER5/10
Dollar General's Q2 2026 institutional cluster shows a mixed but net-selling pattern: 60 buyers accu
Sep 2, 2026
NEUTRAL8-K2/10
Dollar General announced the planned retirement of EVP and General Counsel Rhonda Taylor, effective
Aug 28, 2026
BULLISH8-K7/10
Dollar General reported Q2 FY2026 results that significantly exceeded expectations, with EPS of $2.4
Aug 27, 2026
MIXEDINST-CLUSTER4/10
A mixed institutional cluster in DG for Q2 2025 shows 5 buyers accumulating $307.4M (led by UBS and
Jun 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: DG — 56.0% short (0.4M / 0.7M)
Short: 388,467 | Exempt: 90 | TRF Vol: 693,082 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: DG — 55.3% short (0.5M / 1.0M)
Short: 549,562 | Exempt: 3 | TRF Vol: 993,886 | Short Ratio: 55.3% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: DG — 2.7M shares, 67,440 trades
Week starting 2026-09-07. Total ATS volume: 2,674,812 shares across 67,440 trades.
Sep 4, 2026
ftd
FTD: DG — 6,529 shares ($0.9M) failed to deliver
Settlement: 20260904, Price: $131.26, FTD Value: $856,996.54, DOLLAR GEN CORP NEW COM STK (T
Aug 31, 2026
dark_pool
Dark Pool: DG — 4.0M shares, 96,455 trades
Week starting 2026-08-31. Total ATS volume: 4,040,212 shares across 96,455 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.41 | $1.35–$1.52 | 10.1% | +0.9% | 13↑ 3↓ | $11.1B | 22 |
| Next Q | $2.04 | $1.98–$2.10 | 5.5% | +1.9% | 14↑ 2↓ | $11.3B | 22 |
| Current FY | $7.91 | $7.40–$8.07 | 15.5% | +1.4% | 21↑ 0↓ | $44.5B | 28 |
| Next FY | $8.37 | $8.00–$8.97 | 5.9% | +0.9% | 21↑ 0↓ | $46.3B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.409 | — |
| 7d ago | $1.409 | — |
| 30d ago | $1.396 | +0.012 |
| 60d ago | $1.392 | +0.017 |
| 90d ago | $1.394 | +0.015 |
Institutional ownership
Which big funds own DG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $18.3B total value (159,370,270 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 22,967,085 | $2.6B | 14.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,390,108 | $1.7B | 9.0% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,534,271 | $1.3B | 7.2% | — |
| STATE STREET CORP | 10,721,256 | $1.2B | 6.7% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 10,222,060 | $1.2B | 6.4% | ADD +48.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 5,933,054 | $680.3M | 3.7% | — |
| Invesco Ltd. | 4,561,089 | $525.0M | 2.9% | — |
| First Eagle Investment Management, LLC | 4,500,001 | $518.0M | 2.8% | — |
| AQR CAPITAL MANAGEMENT LLC | 4,527,793 | $514.2M | 2.8% | — |
| MORGAN STANLEY | 3,907,161 | $449.8M | 2.5% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | ADD | 6,897,541 | 10,222,060 | +48.2% | $1.2B |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 1,633,674 | 3,093,004 | +89.3% | $358.0M |
| Holocene Advisors, LP | ADD | 1,168,361 | 2,087,289 | +78.7% | $240.3M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | DOUBLED | 685,366 | 1,786,391 | +160.6% | $205.6M |
| NORGES BANK | NEW | — | 1,541,181 | — | $177.4M |
| ROYAL BANK OF CANADA | TRIM | 2,723,506 | 1,461,183 | -46.3% | $168.2M |
| Qube Research & Technologies Ltd | TRIM | 1,908,636 | 1,299,585 | -31.9% | $149.6M |
| MARSHALL WACE, LLP | TRIM | 2,228,370 | 1,284,607 | -42.4% | $147.9M |
| Alecta Tjanstepension Omsesidigt | DOUBLED | 595,900 | 1,213,600 | +103.7% | $139.7M |
| AMERICAN CENTURY COMPANIES INC | ADD | 920,797 | 1,193,223 | +29.6% | $137.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
19 insiders, 44 transactions. Net -$732.6K — $0.00 bought, $732.6K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | REARDON KATHLEEN A | EVP & Chief People Officer | SELL | 5,578 | $131.33 | $732.6K |
| May 28, 2026 | BRYANT WARREN F | Director | D | 1.285 | $109.90 | $141.23 |
| May 28, 2026 | CALBERT MICHAEL M | Director | AWARD | 1,647 | — | — |
| May 28, 2026 | Chadwick Ana Maria | Director | AWARD | 1,647 | — | — |
| May 28, 2026 | Chadwick Ana Maria | Director | D | 0.326 | $109.90 | $35.81 |
| May 28, 2026 | McGuire Timothy I | Director | AWARD | 1,647 | — | — |
| May 28, 2026 | McGuire Timothy I | Director | D | 0.326 | $109.90 | $35.81 |
| May 28, 2026 | ROWLAND DAVID P | Director | AWARD | 1,647 | — | — |
| May 28, 2026 | Sandler Debra A. | Director | AWARD | 1,647 | — | — |
| May 28, 2026 | Sandler Debra A. | Director | D | 0.326 | $109.90 | $35.81 |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DG.
Shares short
6,030,543
Settlement Sep 15, 2026
Change vs prior
+2.4%
Semi-monthly cycle
Days to cover
2.4
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All DG filing & press-release reports (8)
- INST-CLUSTER reportSep 2, 2026
- 8-K reportAug 28, 2026
- 8-K reportAug 27, 2026
- INST-CLUSTER reportJun 11, 2026
- 8-K reportJun 2, 2026
- DEFA14A reportApr 7, 2026
- 8-K reportMar 12, 2026
- INST-CLUSTER reportFeb 28, 2026