Dollar General (DG) reported second-quarter fiscal 2026 net sales of $11.3 billion, up 5.2% from a year earlier. Net income rose 33.8% to $550.3 million, while diluted earnings per share increased 33.3% to $2.48.
The retailer raised its fiscal 2026 outlook, projecting net sales growth of about 4.0% to 4.3% and diluted EPS of approximately $7.80 to $8.00.
- Same-store sales increased 3.5%, driven by a 2.0% increase in customer traffic and a 1.5% increase in average transaction amount.
- Operating profit rose 29.2% to $769.2 million.
- Dollar General opened 126 stores during the quarter, including one in Mexico, and declared a quarterly dividend of $0.59 per share.
- The company expects up to $700 million in share repurchases during fiscal 2026.
$DG Hedge Fund Activity
We have seen 538 institutional investors add shares of $DG stock to their portfolio, and 672 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
- BAUPOST GROUP LLC/MA removed 2,062,821 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $241,298,486
- ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. removed 1,979,413 shares (-62.6%) from their portfolio in Q2 2026, for an estimated $227,850,230
- 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
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.
