CSM Advisors LLC Takes $14.12 Million Position in Dollar General Corporation $DG

Key Points

• CSM Advisors LLC opened a new position in Dollar General by acquiring 136,548 shares in Q3, a stake worth about $14.12 million (roughly 0.06% of the company).
• Dollar General beat Q4 expectations with EPS of $1.93 (vs. $1.57 est.) and $10.91B in revenue, but management's muted FY2026 sales guidance and mixed analyst reactions pressured the stock down ~3.2%.
• Insiders have been net sellers (19,558 shares sold in the past 90 days, including EVP sales), even as the company announced a $0.59 quarterly dividend (1.8% yield) and institutions own about 91.8% of the shares.

CSM Advisors LLC acquired a new position in shares of Dollar General Corporation (NYSE:DG - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 136,548 shares of the company's stock, valued at approximately $14,115,000. CSM Advisors LLC owned approximately 0.06% of Dollar General as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in DG. Cardinal Point Capital Management ULC grew its holdings in Dollar General by 5.0% during the 3rd quarter. Cardinal Point Capital Management ULC now owns 2,120 shares of the company's stock worth $219,000 after acquiring an additional 100 shares in the last quarter. Meridian Wealth Management LLC raised its holdings in shares of Dollar General by 5.5% in the 3rd quarter. Meridian Wealth Management LLC now owns 1,955 shares of the company's stock valued at $202,000 after purchasing an additional 102 shares in the last quarter. Accurate Wealth Management LLC raised its holdings in shares of Dollar General by 1.2% in the 3rd quarter. Accurate Wealth Management LLC now owns 9,182 shares of the company's stock valued at $952,000 after purchasing an additional 108 shares in the last quarter. Stablepoint Partners LLC grew its stake in shares of Dollar General by 0.6% during the second quarter. Stablepoint Partners LLC now owns 17,474 shares of the company's stock worth $1,999,000 after purchasing an additional 110 shares in the last quarter. Finally, Smith Moore & CO. grew its stake in shares of Dollar General by 2.7% during the third quarter. Smith Moore & CO. now owns 4,387 shares of the company's stock worth $453,000 after purchasing an additional 115 shares in the last quarter. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Dollar General

In other news, EVP Rhonda Taylor sold 7,500 shares of the firm's stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the transaction, the executive vice president directly owned 73,492 shares in the company, valued at approximately $9,913,335.88. This trade represents a 9.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, EVP Roderick J. West sold 2,282 shares of Dollar General stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $133.35, for a total transaction of $304,304.70. Following the completion of the transaction, the executive vice president directly owned 36,108 shares in the company, valued at $4,815,001.80. The trade was a 5.94% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 19,558 shares of company stock worth $2,638,868. Insiders own 0.56% of the company's stock.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on DG shares. Citigroup lifted their price target on Dollar General from $112.00 to $138.00 and gave the stock a "neutral" rating in a report on Monday, December 8th. Barclays reiterated an "overweight" rating on shares of Dollar General in a report on Thursday. Jefferies Financial Group restated a "buy" rating and set a $170.00 target price on shares of Dollar General in a research note on Thursday. Rothschild & Co Redburn raised Dollar General to a "strong sell" rating in a report on Wednesday, February 25th. Finally, Loop Capital increased their price target on shares of Dollar General from $120.00 to $145.00 and gave the company a "hold" rating in a research note on Friday, February 6th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus target price of $145.52.

More Dollar General News

Here are the key news stories impacting Dollar General this week:

• Positive Sentiment: Q4 results materially beat expectations — revenue of ~$10.9B (+5.9% YoY), same-store sales up 4.3% and GAAP EPS of $1.93, with margin expansion that management attributes to cost controls and store efforts. This underpins near-term fundamentals. DG Q4 Deep Dive
• Positive Sentiment: Institutional investors have been buyers on the dip and technicals showed quick support after the drop, suggesting a base for a rebound if forward signals improve. MarketBeat: Holds Its Ground
• Positive Sentiment: Management continues returning capital (quarterly dividend announced) and highlighted balance-sheet improvements and margin momentum, which supports long-term cash returns. BusinessWire: Q4 Results
• Neutral Sentiment: Store-footprint rationalization: DG closed hundreds of locations after evaluating its footprint — a drag in the near term but positioned to improve profitability and comps over time. FastCompany: Store Closures
• Neutral Sentiment: Dollar General has outperformed the Dow over the past year, but analysts are cautious — the setup is mixed: upside potential exists but may require follow-through later in 2026. Barchart: Outperforming the Dow?
• Negative Sentiment: Guidance disappointed: management offered a more muted 2026 sales/same-store-sales outlook than some had modeled, which is the primary reason investors sold the stock despite the beat. Yahoo: Why DG Is Down
• Negative Sentiment: Mixed analyst responses and price-target moves — several firms trimmed targets or kept hold/neutral ratings (some smaller upward adjustments), leaving near-term sentiment mixed and limiting immediate upside. Benzinga: Analyst Coverage
• Negative Sentiment: Broader market weakness (oil-driven risk-off and equity declines) amplified selling pressure across retail names, exacerbating DG’s pullback after the cautious guide. Yahoo: Market Headwinds

Dollar General Stock Down 3.2%

DG opened at $131.63 on Friday. The business's 50-day simple moving average is $147.70 and its 200-day simple moving average is $123.71. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.24 and a current ratio of 1.17. Dollar General Corporation has a one year low of $77.52 and a one year high of $158.23. The stock has a market capitalization of $28.97 billion, a P/E ratio of 19.22, a price-to-earnings-growth ratio of 2.17 and a beta of 0.23.

Dollar General (NYSE:DG - Get Free Report) last announced its earnings results 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 firm had revenue of $10.91 billion during the quarter, compared to analysts' expectations of $10.78 billion. Dollar General had a return on equity of 18.98% and a net margin of 3.54%.The business's revenue was up 5.9% on a year-over-year basis. During the same period in the prior year, the firm earned $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Analysts anticipate that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be issued a $0.59 dividend. This represents a $2.36 annualized dividend and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General's dividend payout ratio is presently 34.45%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.