DOLLAR GENERAL CORP
DOLLAR GENERAL CORP (DG) has a dated report snapshot, but its current priced-in claim is temporarily suppressed because the live engine record is unavailable or has changed.
• Dollar General is a mature retailer in a margin recovery: Q1 fiscal 2026 same-store sales rose 2.0% on a fourth straight quarter of traffic growth, operating profit climbed 10.8%, and gross margin recovered 65 basis points to 31.6% on lower shrink [Source: Q1 fiscal 2026 earnings release]. • The defining risk is its fragile core customer and a thin 5.3% operating margin: the 10-K names inflation, tariffs, and cuts to SNAP and other assistance as direct pressures, and 2026 brought a significant
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1,109 institutional managers reported holding DG in 13F filings for the quarter ended 2026-03-31. 116 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 7.9M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DG has cut its share count 6.2% over the past five years, spending $4.30B on repurchases. It pays a dividend, and has for 11 years running; the current rate is $2.36 a share annually. Cash returned over the past three years: $1.56B in dividends.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DG over the trailing three years: 2023: 3 buys totaling $323k; 2024: 3 buys totaling $121k. 21 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DG's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-02 | -17.4% | +1.0% |
| 2023-09-01 | -17.4% | -8.5% |
| 2023-12-08 | -5.0% | +6.3% |
| 2024-03-26 | -3.9% | -5.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DG's latest 8-K filings: 2026-06-02 (items 2.02, 5.07, 7.01, 9.01); 2026-03-24 (items 5.02, 7.01, 9.01); 2026-03-12 (items 2.02, 7.01, 9.01); 2026-02-03 (items 5.02, 7.01, 9.01); 2025-12-04 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 29, 2026
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