FFG Partners LLC Invests $4.52 Million in Dollar General Corporation $DG

Key Points

• FFG Partners LLC purchased 34,067 shares of Dollar General in Q4, a $4.523 million new position that represents 1.3% of its portfolio and is the stock's 23rd largest holding.
• Dollar General beat expectations with Q results of $1.93 EPS vs. $1.57 est. and $10.91B revenue, set FY2026 guidance of $7.10–$7.35, and currently has a consensus "Hold" rating with a $146.54 price target.
• The company declared a quarterly dividend of $0.59 per share (annualized $2.36), with an ex-dividend date of April 7, implying about a 2.0% yield.

FFG Partners LLC purchased a new position in shares of Dollar General Corporation (NYSE:DG - Free Report) during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 34,067 shares of the company's stock, valued at approximately $4,523,000. Dollar General accounts for 1.3% of FFG Partners LLC's investment portfolio, making the stock its 23rd largest holding.

A number of other hedge funds also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in shares of Dollar General by 0.3% during the third quarter. Vanguard Group Inc. now owns 26,896,503 shares of the company's stock worth $2,779,754,000 after purchasing an additional 78,854 shares during the period. State Street Corp lifted its holdings in shares of Dollar General by 9.1% during the third quarter. State Street Corp now owns 10,963,378 shares of the company's stock worth $1,133,065,000 after purchasing an additional 913,373 shares during the period. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Dollar General by 3.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,811,797 shares of the company's stock worth $290,599,000 after purchasing an additional 96,825 shares during the period. Invesco Ltd. lifted its holdings in shares of Dollar General by 7.4% during the third quarter. Invesco Ltd. now owns 2,725,276 shares of the company's stock worth $281,657,000 after purchasing an additional 188,949 shares during the period. Finally, Dimensional Fund Advisors LP lifted its holdings in shares of Dollar General by 31.0% during the third quarter. Dimensional Fund Advisors LP now owns 2,596,250 shares of the company's stock worth $268,313,000 after purchasing an additional 614,373 shares during the period. Institutional investors and hedge funds own 91.77% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on the stock. Loop Capital lifted their price target on shares of Dollar General from $120.00 to $145.00 and gave the stock a "hold" rating in a report on Friday, February 6th. Piper Sandler lifted their target price on shares of Dollar General from $132.00 to $133.00 and gave the stock a "neutral" rating in a research note on Friday, March 13th. Guggenheim lowered their target price on shares of Dollar General from $165.00 to $160.00 and set a "buy" rating for the company in a research note on Friday, March 13th. Argus lifted their target price on shares of Dollar General from $135.00 to $152.00 and gave the stock a "buy" rating in a research note on Thursday, December 18th. Finally, Wall Street Zen downgraded shares of Dollar General from a "buy" rating to a "hold" rating in a research note on Saturday, April 4th. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus price target of $146.54.

Dollar General Trading Down 0.0%

DG opened at $115.72 on Monday. Dollar General Corporation has a 1-year low of $86.25 and a 1-year high of $158.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. The company has a market cap of $25.49 billion, a P/E ratio of 16.89, a price-to-earnings-growth ratio of 1.87 and a beta of 0.34. The company has a fifty day moving average price of $137.87 and a two-hundred day moving average price of $125.95.

Dollar General (NYSE:DG - Get Free Report) last posted its quarterly earnings results 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 net margin of 3.54% and a return on equity of 18.66%. The firm had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. During the same period in the previous year, the firm posted $0.87 earnings per share. The business's revenue was up 5.9% compared to the same quarter last year. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. 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. Stockholders of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date is Tuesday, April 7th. Dollar General's dividend payout ratio (DPR) is currently 34.45%.

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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