Dollar General (DG) is down 4.8% today. Here is some analysis on what might have caused this price movement. ([stockanalysis.com](https://stockanalysis.com/stocks/dg/?utm_source=openai))
Analysis: The most likely driver appears to be a sector-specific selloff in discount retail rather than fresh negative company news. This could be because investors rotated out of dollar-store names on a weak market day, even though Dollar General’s most recent quarterly update had shown improving sales, profit, and full-year guidance. ([finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/dollar-store-stocks-slide-selling-175512887.html?utm_source=openai))
Details:
Sources:
Associated Press, SEC, Dollar General Investor Relations, Yahoo Finance ([apnews.com](https://apnews.com/article/7b47ef3b037bfba4e34f685329b9b963?utm_source=openai))
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$DG Insider Trading Activity
$DG insiders have traded $DG stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $DG stock by insiders over the last 6 months:
- KATHLEEN A REARDON (EVP & Chief People Officer) sold 5,578 shares for an estimated $732,554
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$DG Hedge Fund Activity
We have seen 539 institutional investors add shares of $DG stock to their portfolio, and 541 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PZENA INVESTMENT MANAGEMENT LLC added 3,324,519 shares (+48.2%) to their portfolio in Q2 2026, for an estimated $382,685,382
- BLACKROCK, INC. removed 2,397,980 shares (-9.5%) from their portfolio in Q2 2026, for an estimated $276,031,477
- INVESCO LTD. added 1,816,404 shares (+66.2%) to their portfolio in Q2 2026, for an estimated $209,086,264
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,760,628 shares (+inf%) to their portfolio in Q2 2026, for an estimated $202,665,889
- NORDEA INVESTMENT MANAGEMENT AB added 1,459,330 shares (+89.3%) to their portfolio in Q2 2026, for an estimated $167,983,476
- ROYAL BANK OF CANADA removed 1,262,323 shares (-46.3%) from their portfolio in Q2 2026, for an estimated $145,306,000
- WORLDQUANT MILLENNIUM ADVISORS LLC removed 1,247,700 shares (-97.9%) from their portfolio in Q2 2026, for an estimated $143,622,747
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$DG Price Targets
Multiple analysts have issued price targets for $DG recently. We have seen 11 analysts offer price targets for $DG in the last 6 months, with a median target of $125.0.
Here are some recent targets:
- Michael Montani from Evercore ISI Group set a target price of $135.0 on 07/07/2026
- Seth Sigman from Barclays set a target price of $148.0 on 06/04/2026
- Kelly Bania from BMO Capital set a target price of $120.0 on 06/03/2026
- Anthony Chukumba from Loop Capital set a target price of $115.0 on 06/03/2026
- Scot Ciccarelli from Truist Securities set a target price of $114.0 on 06/03/2026
- Simeon Gutman from Morgan Stanley set a target price of $132.0 on 06/03/2026
- Peter Keith from Piper Sandler set a target price of $118.0 on 06/03/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
