Dollar General slides as investors position ahead of June 2 earnings and late-May shareholder vote

Dollar General Corporation (DG) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be positioning and risk reduction ahead of Dollar General’s upcoming quarterly earnings release, with an added governance overhang as shareholders head into the annual meeting. This could also reflect broader caution around labor, safety, and execution risks that have been in focus for the chain.

Details:

Dollar General said it plans to report fiscal 2026 first-quarter results (quarter ended May 1, 2026) on June 2, 2026, and host an earnings conference call that morning.

The company recently announced a CEO succession plan, naming Jerry W. “JJ” Fleeman Jr. as CEO effective January 1, 2027, with Todd Vasos continuing as CEO through the transition and then serving as senior advisor.

Shareholder proponents have been soliciting votes for a proposal tied to the May 28, 2026 annual meeting that requests a board-level feasibility report on adopting a comprehensive human rights policy, citing labor organizing disputes and workplace safety concerns.

Sources:

Business Wire, ICCR, SEC

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 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.

Here’s a breakdown of recent trading of $DG stock by insiders over the last 6 months:

CARMAN R WENKOFF (EVP & Chief Information Ofc) sold 19,166 shares for an estimated $2,530,013
TRACEY N HERRMANN (EVP, Store Operations) has made 0 purchases and 2 sales selling 17,433 shares for an estimated $2,210,921.
BRYAN D WHEELER (EVP & Chief Merchandising Ofc) sold 9,776 shares for an estimated $1,322,890
RHONDA TAYLOR (EVP & General Counsel) sold 7,500 shares for an estimated $1,011,676
KATHLEEN A REARDON (EVP & Chief People Officer) sold 4,395 shares for an estimated $558,027
ANITA C ELLIOTT (SVP & Chief Accounting Officer) sold 2,516 shares for an estimated $333,423
RODERICK J WEST (EVP, Global Supply Chain) sold 2,282 shares for an estimated $304,315

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.

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$DG Hedge Fund Activity

We have seen 584 institutional investors add shares of $DG stock to their portfolio, and 588 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

PZENA INVESTMENT MANAGEMENT LLC removed 3,779,282 shares (-35.4%) from their portfolio in Q1 2026, for an estimated $442,081,511
BAUPOST GROUP LLC/MA removed 2,062,821 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $241,298,486
MORGAN STANLEY removed 1,949,946 shares (-31.1%) from their portfolio in Q1 2026, for an estimated $228,094,933
ACR ALPINE CAPITAL RESEARCH, LLC removed 1,503,046 shares (-57.2%) from their portfolio in Q1 2026, for an estimated $175,818,805
ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. added 1,462,645 shares (+86.0%) to their portfolio in Q1 2026, for an estimated $171,092,898
SG AMERICAS SECURITIES, LLC added 1,462,554 shares (+1583.5%) to their portfolio in Q1 2026, for an estimated $171,082,254
AQR CAPITAL MANAGEMENT LLC added 1,430,626 shares (+38.3%) to their portfolio in Q1 2026, for an estimated $167,347,476

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.

$DG Congressional Stock Trading

Members of Congress have traded $DG stock 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 members of Congress over the last 6 months:

REPRESENTATIVE DAN NEWHOUSE sold up to $15,000 on 12/11.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$DG Analyst Ratings

Wall Street analysts have issued reports on $DG in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

JP Morgan issued a "Overweight" rating on 12/15/2025
UBS issued a "Buy" rating on 12/05/2025

To track analyst ratings and price targets for $DG, check out Quiver Quantitative's $DG forecast page.

$DG Price Targets

Multiple analysts have issued price targets for $DG recently. We have seen 15 analysts offer price targets for $DG in the last 6 months, with a median target of $143.0.

Here are some recent targets:

Michael Montani from Evercore ISI Group set a target price of $145.0 on 04/21/2026
Joseph Feldman from Telsey Advisory Group set a target price of $140.0 on 03/25/2026
John Heinbockel from Guggenheim set a target price of $160.0 on 03/13/2026
Peter Keith from Piper Sandler set a target price of $133.0 on 03/13/2026
Simeon Gutman from Morgan Stanley set a target price of $150.0 on 03/13/2026
Rupesh Parikh from Oppenheimer set a target price of $170.0 on 02/24/2026
Seth Sigman from Barclays set a target price of $151.0 on 01/08/2026

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.