Baillie Gifford & Co. Buys 68,723 Shares of Dollar General Corporation $DG

Key Points

• Baillie Gifford & Co. increased its stake in Dollar General by 2.1%, buying 68,723 shares to hold 3,316,155 shares (about 1.51% of the company) valued at roughly $440.3 million.
• Dollar General reported an earnings beat with Q results of $1.93 EPS vs. $1.57 expected and $10.91 billion in revenue, and issued FY2026 EPS guidance of $7.10–$7.35 (analysts project ~5.75 EPS for the current fiscal year).
• The company announced a quarterly dividend of $0.59 (annualized $2.36, ~2.0% yield; ex-dividend April 7, payable April 21) while analysts’ consensus is a "Hold" with an average target price of $146.54.

Baillie Gifford & Co. grew its stake in Dollar General Corporation (NYSE:DG - Free Report) by 2.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,316,155 shares of the company's stock after purchasing an additional 68,723 shares during the period. Baillie Gifford & Co. owned approximately 1.51% of Dollar General worth $440,286,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also modified their holdings of the business. Tevis Investment Management boosted its holdings in shares of Dollar General by 0.5% in the 3rd quarter. Tevis Investment Management now owns 16,655 shares of the company's stock worth $1,721,000 after acquiring an additional 77 shares in the last quarter. Frank Rimerman Advisors LLC raised its position in shares of Dollar General by 1.7% during the 4th quarter. Frank Rimerman Advisors LLC now owns 4,628 shares of the company's stock valued at $614,000 after acquiring an additional 77 shares during the last quarter. SteelPeak Wealth LLC raised its position in shares of Dollar General by 3.6% during the 4th quarter. SteelPeak Wealth LLC now owns 2,424 shares of the company's stock valued at $322,000 after acquiring an additional 84 shares during the last quarter. New Wave Wealth Advisors LLC raised its position in shares of Dollar General by 3.9% during the 4th quarter. New Wave Wealth Advisors LLC now owns 2,449 shares of the company's stock valued at $325,000 after acquiring an additional 91 shares during the last quarter. Finally, Cardinal Point Capital Management ULC grew its stake in Dollar General by 5.0% in the third quarter. Cardinal Point Capital Management ULC now owns 2,120 shares of the company's stock valued at $219,000 after acquiring an additional 100 shares during the period. 91.77% of the stock is owned by institutional investors and hedge funds.

Dollar General Stock Performance

Shares of NYSE:DG opened at $115.72 on Monday. The company's 50 day simple moving average is $137.87 and its 200 day simple moving average is $125.95. The stock has a market capitalization of $25.49 billion, a price-to-earnings ratio of 16.89, a price-to-earnings-growth ratio of 1.87 and a beta of 0.34. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.13 and a quick ratio of 0.22. Dollar General Corporation has a 1 year low of $86.25 and a 1 year high of $158.23.

Dollar General (NYSE:DG - Get Free Report) last announced its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.57 by $0.36. The business had revenue of $10.91 billion for the quarter, compared to analysts' expectations of $10.78 billion. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The firm's quarterly revenue was up 5.9% compared to the same quarter last year. During the same period last year, the firm posted $0.87 earnings per share. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. As a group, research analysts predict that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th will be paid a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $2.36 annualized dividend and a dividend yield of 2.0%. Dollar General's payout ratio is currently 34.45%.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Wolfe Research reissued an "outperform" rating and issued a $165.00 target price on shares of Dollar General in a research note on Thursday, March 12th. Weiss Ratings restated a "hold (c-)" rating on shares of Dollar General in a report on Monday, December 29th. Sanford C. Bernstein reduced their price target on Dollar General from $150.00 to $146.00 and set an "outperform" rating for the company in a report on Wednesday, March 25th. BNP Paribas Exane reiterated a "neutral" rating and set a $127.00 price target on shares of Dollar General in a report on Thursday, March 12th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Dollar General from $166.00 to $170.00 and gave the stock an "overweight" rating in a research report on Friday, January 9th. Thirteen research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of "Hold" and an average target price of $146.54.

Dollar General Company Profile

Dollar General Corporation is a U.S.-based variety and discount retailer operating a large network of small-format stores that serve primarily rural and suburban communities. The company is publicly traded on the New York Stock Exchange under the ticker DG and is headquartered in the Nashville/Goodlettsville, Tennessee area. Founded in 1939, Dollar General has grown from a regional operation into one of the nation's prominent low-price retailers focused on convenience and value.

Dollar General's stores offer a wide assortment of everyday consumables and household goods, including food and beverage items, cleaning supplies, health and beauty products, paper goods, apparel basics, seasonal merchandise and small household items.

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