Dollar General Corporation $DG Shares Bought by Robeco Institutional Asset Management B.V.

Key Points

• Robeco Institutional Asset Management increased its stake in Dollar General by 426.9%, buying 1,377,226 shares to hold 1,699,871 shares (~0.77% of the company) worth about $225.7 million at quarter-end.
• Dollar General beat Q4 estimates, reporting EPS of $1.93 vs. $1.57 expected and revenue of $10.91 billion, and set FY2026 guidance of $7.10–$7.35 EPS (sell‑side consensus for the current fiscal year is 5.75 EPS).
• The company declared a quarterly dividend of $0.59 per share (annualized $2.36, ~2.0% yield), with an ex-dividend date of April 7 and payment on April 21.

Robeco Institutional Asset Management B.V. lifted its holdings in shares of Dollar General Corporation (NYSE:DG - Free Report) by 426.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,699,871 shares of the company's stock after buying an additional 1,377,226 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.77% of Dollar General worth $225,692,000 at the end of the most recent reporting period.

A number of other large investors have also modified their holdings of the business. Ritholtz Wealth Management purchased a new position in shares of Dollar General during the 4th quarter worth approximately $205,000. Carnegie Investment Counsel purchased a new position in shares of Dollar General during the 4th quarter worth approximately $206,000. Venturi Wealth Management LLC raised its stake in shares of Dollar General by 14.9% during the 4th quarter. Venturi Wealth Management LLC now owns 7,889 shares of the company's stock worth $1,047,000 after buying an additional 1,022 shares in the last quarter. Apollon Wealth Management LLC raised its stake in shares of Dollar General by 13.0% during the 4th quarter. Apollon Wealth Management LLC now owns 3,920 shares of the company's stock worth $520,000 after buying an additional 451 shares in the last quarter. Finally, Foundation Resource Management Inc. raised its stake in shares of Dollar General by 0.5% during the 4th quarter. Foundation Resource Management Inc. now owns 284,930 shares of the company's stock worth $37,830,000 after buying an additional 1,296 shares in the last quarter. 91.77% of the stock is owned by hedge funds and other institutional investors.

Dollar General Stock Performance

NYSE DG opened at $115.72 on Friday. Dollar General Corporation has a 1-year low of $86.25 and a 1-year high of $158.23. The company has a market capitalization of $25.49 billion, a P/E ratio of 16.89, a PEG ratio of 1.87 and a beta of 0.34. The business has a 50 day moving average price of $137.87 and a 200 day moving average price of $125.80. 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 (NYSE:DG - Get Free Report) last released its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share for the quarter, beating the consensus estimate of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The firm had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. During the same period last year, the business posted $0.87 EPS. Dollar General's quarterly revenue was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Sell-side analysts expect that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th will be given a dividend of $0.59 per share. The ex-dividend date of this dividend is Tuesday, April 7th. This represents a $2.36 annualized dividend and a yield of 2.0%. Dollar General's dividend payout ratio (DPR) is presently 34.45%.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on DG. Oppenheimer increased their target price on Dollar General from $145.00 to $170.00 and gave the stock an "outperform" rating in a research note on Tuesday, February 24th. Guggenheim cut their target price on Dollar General from $165.00 to $160.00 and set a "buy" rating for the company in a research note on Friday, March 13th. Loop Capital increased their target price on Dollar General from $120.00 to $145.00 and gave the stock a "hold" rating in a research note on Friday, February 6th. BMO Capital Markets raised their price objective on Dollar General from $130.00 to $145.00 and gave the company a "market perform" rating in a research note on Friday, February 13th. Finally, Barclays reaffirmed an "overweight" rating on shares of Dollar General in a research note on Thursday, March 12th. Thirteen investment analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $146.54.

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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