Recent discussions on X about Dollar General (DG) have centered around the company’s significant stock price drop, with shares plummeting over 25% in a single day last month, marking one of the steepest declines in its history. Many users have pointed to comments from the company’s leadership about 'financially constrained' core customers as a key driver of the downturn. The retailer’s struggles have sparked intense debate about the broader economic pressures facing low-income consumers.
Additionally, posts on X highlight a mix of concern and curiosity about Dollar General’s long-term outlook, with some questioning whether the current challenges could present future opportunities for investors. Sentiment also reflects frustration over the stock’s performance, as it has fallen nearly 70% from its 2022 highs. The conversation remains dynamic as users weigh the impact of economic conditions against the company’s strategic moves in rural markets.
Note: This discussion summary was generated from an AI condensation of post data.
Dollar General Congressional Stock Trading
Members of Congress have traded $DG stock 10 times in the past 6 months. Of those trades, 6 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $DG stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/09 and 1 sale worth up to $15,000 on 06/11.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 03/05 and 1 sale worth up to $50,000 on 05/12.
- REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 04/11.
- REPRESENTATIVE GREG LANDSMAN sold up to $15,000 on 03/27.
- REPRESENTATIVE MARJORIE TAYLOR GREENE has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/07, 03/03 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 02/26.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 02/25.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Dollar General Insider Trading Activity
Dollar General insiders have traded $DG stock on the open market 4 times in the past 6 months. Of those trades, 0 have been purchases and 4 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) has made 0 purchases and 2 sales selling 6,438 shares for an estimated $718,228.
- EMILY C TAYLOR (EVP & Chief Merchandising Ofc) has made 0 purchases and 2 sales selling 2,778 shares for an estimated $299,128.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Dollar General Hedge Fund Activity
We have seen 575 institutional investors add shares of Dollar General stock to their portfolio, and 489 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BAILLIE GIFFORD & CO added 3,355,848 shares (+inf%) to their portfolio in Q2 2025, for an estimated $383,841,894
- CAPITAL INTERNATIONAL INVESTORS removed 3,327,442 shares (-35.6%) from their portfolio in Q2 2025, for an estimated $380,592,815
- LONGVIEW PARTNERS (GUERNSEY) LTD removed 3,254,829 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $372,287,341
- BANK OF AMERICA CORP /DE/ added 2,406,759 shares (+179.8%) to their portfolio in Q2 2025, for an estimated $275,285,094
- TWO SIGMA INVESTMENTS, LP removed 1,898,399 shares (-74.2%) from their portfolio in Q2 2025, for an estimated $217,138,877
- MARSHALL WACE, LLP removed 1,477,573 shares (-46.1%) from their portfolio in Q2 2025, for an estimated $169,004,799
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 1,458,093 shares (+116.0%) to their portfolio in Q2 2025, for an estimated $166,776,677
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Dollar General Analyst Ratings
Wall Street analysts have issued reports on $DG in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Raymond James issued a "Outperform" rating on 06/04/2025
- B of A Securities issued a "Buy" rating on 06/04/2025
- Barclays issued a "Overweight" rating on 06/04/2025
- UBS issued a "Buy" rating on 06/04/2025
- Oppenheimer issued a "Outperform" rating on 06/04/2025
- Guggenheim issued a "Buy" rating on 05/08/2025
- Gordon Haskett issued a "Reduce" rating on 04/10/2025
To track analyst ratings and price targets for Dollar General, check out Quiver Quantitative's $DG forecast page.
Dollar General Price Targets
Multiple analysts have issued price targets for $DG recently. We have seen 17 analysts offer price targets for $DG in the last 6 months, with a median target of $119.0.
Here are some recent targets:
- Scot Ciccarelli from Truist Securities set a target price of $119.0 on 08/13/2025
- Michael Montani from Evercore ISI Group set a target price of $120.0 on 08/12/2025
- Peter Keith from Piper Sandler set a target price of $115.0 on 07/22/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $120.0 on 07/17/2025
- Anthony Chukumba from Loop Capital set a target price of $120.0 on 07/10/2025
- Kate McShane from Goldman Sachs set a target price of $116.0 on 06/24/2025
- Bobby Griffin from Raymond James set a target price of $125.0 on 06/04/2025
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.
