Captrust Financial Advisors Acquires 651,096 Shares of Dollar General Corporation $DG

Key Points

• Captrust Financial Advisors dramatically boosted its Dollar General stake by 2,876.6% in the fourth quarter, buying 651,096 additional shares and bringing its total holding to 673,730 shares worth about $89.45 million.
• Dollar General reported better-than-expected quarterly earnings of $2.00 per share, topping estimates, while revenue rose 3.4% year over year to $10.79 billion and the company reaffirmed FY2026 EPS guidance of $7.20 to $7.45.
• The company also announced a quarterly dividend of $0.59 per share, and analysts currently have a consensus Hold rating on the stock with an average target price of $131.27.

Captrust Financial Advisors raised its holdings in shares of Dollar General Corporation (NYSE:DG - Free Report) by 2,876.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 673,730 shares of the company's stock after acquiring an additional 651,096 shares during the quarter. Captrust Financial Advisors owned approximately 0.31% of Dollar General worth $89,451,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Parkside Financial Bank & Trust grew its stake in shares of Dollar General by 9.3% during the 4th quarter. Parkside Financial Bank & Trust now owns 808 shares of the company's stock worth $107,000 after acquiring an additional 69 shares in the last quarter. BOKF NA grew its stake in shares of Dollar General by 15.2% during the 4th quarter. BOKF NA now owns 554 shares of the company's stock worth $74,000 after acquiring an additional 73 shares in the last quarter. Strata Wealth Advisors LLC grew its stake in shares of Dollar General by 3.3% during the 4th quarter. Strata Wealth Advisors LLC now owns 2,367 shares of the company's stock worth $314,000 after acquiring an additional 75 shares in the last quarter. Optimize Financial Inc grew its stake in shares of Dollar General by 1.4% during the 4th quarter. Optimize Financial Inc now owns 5,550 shares of the company's stock worth $737,000 after acquiring an additional 76 shares in the last quarter. Finally, Tevis Investment Management grew its stake in shares of Dollar General by 0.5% during 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. 91.77% of the stock is owned by institutional investors.

Dollar General Trading Down 2.1%

Shares of Dollar General stock opened at $114.00 on Wednesday. Dollar General Corporation has a 12-month low of $95.11 and a 12-month high of $158.23. The stock has a market cap of $25.15 billion, a P/E ratio of 16.12, a P/E/G ratio of 1.77 and a beta of 0.26. The business's 50 day moving average is $112.99 and its 200-day moving average is $129.20. The company has a quick ratio of 0.25, a current ratio of 1.17 and a debt-to-equity ratio of 0.52.

Dollar General (NYSE:DG - Get Free Report) last released its quarterly earnings data on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.89 by $0.11. The company had revenue of $10.79 billion during the quarter, compared to analysts' expectations of $10.81 billion. Dollar General had a return on equity of 18.65% and a net margin of 3.63%.The business's revenue was up 3.4% on a year-over-year basis. During the same period last year, the firm posted $1.78 earnings per share. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Equities research analysts predict that Dollar General Corporation will post 7.38 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Investors of record on Tuesday, July 7th will be issued a dividend of $0.59 per share. The ex-dividend date of this dividend is Tuesday, July 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.1%. Dollar General's payout ratio is presently 33.38%.

Analyst Upgrades and Downgrades

DG has been the topic of a number of analyst reports. Gordon Haskett cut Dollar General from a "buy" rating to a "hold" rating and dropped their price objective for the stock from $140.00 to $110.00 in a research note on Friday, May 22nd. Morgan Stanley dropped their price objective on Dollar General from $150.00 to $132.00 and set an "equal weight" rating on the stock in a research note on Wednesday, June 3rd. Raymond James Financial reiterated an "outperform" rating and set a $145.00 price objective on shares of Dollar General in a research note on Wednesday, June 3rd. Piper Sandler dropped their price objective on Dollar General from $133.00 to $118.00 and set a "neutral" rating on the stock in a research note on Wednesday, June 3rd. Finally, Jefferies Financial Group dropped their price objective on Dollar General from $155.00 to $135.00 and set a "buy" rating on the stock in a research note on Wednesday, June 3rd. Ten equities research analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Dollar General has an average rating of "Hold" and a consensus target price of $131.27.

About Dollar General

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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