Intech Investment Management LLC Has $18.52 Million Holdings in Dollar General Corporation $DG

Key Points

• Intech Investment Management increased its stake in Dollar General by 11.6% in the fourth quarter, ending with 139,498 shares valued at about $18.52 million.
• Wall Street sentiment remains cautious overall: several analysts have trimmed price targets or downgraded the stock, and the consensus rating is now Hold with a target price of $139.96.
• Dollar General recently posted a strong quarter, with EPS of $1.93 beating estimates and revenue rising 5.9% year over year, while the stock also received support from renewed buying interest in discount retailers.

Intech Investment Management LLC raised its position in shares of Dollar General Corporation (NYSE:DG - Free Report) by 11.6% in the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 139,498 shares of the company's stock after acquiring an additional 14,460 shares during the period. Intech Investment Management LLC owned approximately 0.06% of Dollar General worth $18,521,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Annis Gardner Whiting Capital Advisors LLC grew its holdings in Dollar General by 69.3% in the 4th quarter. Annis Gardner Whiting Capital Advisors LLC now owns 193 shares of the company's stock valued at $26,000 after buying an additional 79 shares in the last quarter. Root Financial Partners LLC acquired a new stake in shares of Dollar General during the third quarter worth $26,000. Eastern Bank bought a new stake in shares of Dollar General in the fourth quarter valued at about $35,000. Flagship Harbor Advisors LLC bought a new stake in shares of Dollar General in the fourth quarter valued at about $36,000. Finally, First Horizon Corp grew its stake in shares of Dollar General by 74.4% in the fourth quarter. First Horizon Corp now owns 340 shares of the company's stock valued at $45,000 after acquiring an additional 145 shares in the last quarter. Institutional investors and hedge funds own 91.77% of the company's stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on DG shares. Evercore dropped their price objective on shares of Dollar General from $145.00 to $144.00 in a research note on Tuesday, March 3rd. Piper Sandler raised their target price on shares of Dollar General from $132.00 to $133.00 and gave the stock a "neutral" rating in a report on Friday, March 13th. Gordon Haskett cut Dollar General from a "buy" rating to a "hold" rating and cut their price target for the company from $140.00 to $110.00 in a research note on Friday, May 22nd. UBS Group reissued a "buy" rating on shares of Dollar General in a research report on Wednesday. Finally, Jefferies Financial Group dropped their price objective on Dollar General from $170.00 to $155.00 and set a "buy" rating for the company in a report on Monday, May 18th. Twelve equities research analysts have rated the stock with a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $139.96.

Dollar General Stock Up 5.2%

NYSE DG opened at $109.73 on Friday. The business has a fifty day moving average price of $115.80 and a two-hundred day moving average price of $128.60. The stock has a market capitalization of $24.17 billion, a PE ratio of 16.02, a PEG ratio of 1.69 and a beta of 0.28. Dollar General Corporation has a fifty-two week low of $95.11 and a fifty-two week high of $158.23. 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 posted its quarterly earnings results on Thursday, March 12th. The company reported $1.93 EPS for the quarter, topping analysts' consensus estimates of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The company had revenue of $10.91 billion during the quarter, compared to analysts' expectations of $10.78 billion. During the same quarter in the previous year, the firm earned $0.87 EPS. Dollar General's 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. Equities analysts expect that Dollar General Corporation will post 7.26 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th were paid a $0.59 dividend. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date was Tuesday, April 7th. Dollar General's dividend payout ratio (DPR) is presently 34.45%.

Key Dollar General News

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

• Positive Sentiment: Discount-store stocks are seeing renewed buying interest after Dollar Tree’s strong Q1 beat and raised outlook, which lifted sentiment across the low-price retail group and helped support DG. Dollar Tree Soars 17%, Dollar General Jumps 5%: Here's Why Discount Store Stocks Are Catching a Bid
• Positive Sentiment: UBS said Dollar General is expected to meet the market’s bar for about 2% comparable sales growth in Q1, reinforcing expectations that the company is on track heading into earnings. Dollar General Poised to Meet Market's Bar for Comparable Sales Growth in Q1, UBS Says
• Neutral Sentiment: Rothschild & Co Redburn raised some longer-term EPS estimates for DG, but kept a Sell rating and $90 price target, which offsets the positive earnings revisions.
• Neutral Sentiment: Truist cut its price target on DG to $109 from $139 and maintained a Hold rating, signaling more cautious valuation views from analysts.
• Negative Sentiment: Dollar General’s shareholder vote on a human rights proposal highlights ongoing concerns around labor practices and workplace safety, while the CEO transition adds an extra layer of execution risk. Dollar General Faces Human Rights Vote As Leadership Transition Shapes Valuation

Dollar General 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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