20,795 Shares in Dollar General Corporation $DG Purchased by Fluent Financial LLC

Fluent Financial LLC purchased a new position in shares of Dollar General Corporation (NYSE:DG) in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 20,795 shares of the company’s stock, valued at approximately $2,761,000. Dollar General comprises about 1.1% of Fluent Financial LLC’s holdings, making the stock its 29th largest holding.

Several other institutional investors have also recently made changes to their positions in the company. AQR Capital Management LLC grew its position in Dollar General by 416.4% in the third quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after acquiring an additional 2,036,573 shares during the period. Arrowstreet Capital Limited Partnership increased its stake in Dollar General by 116.0% during the second quarter. Arrowstreet Capital Limited Partnership now owns 2,714,972 shares of the company’s stock worth $310,538,000 after acquiring an additional 1,458,093 shares during the last quarter. Norges Bank purchased a new stake in Dollar General in the second quarter valued at $154,371,000. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main raised its position in Dollar General by 845.0% in the second quarter. DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main now owns 1,178,232 shares of the company’s stock valued at $134,766,000 after purchasing an additional 1,053,555 shares during the period. Finally, Schroder Investment Management Group lifted its stake in shares of Dollar General by 6,414.7% in the 3rd quarter. Schroder Investment Management Group now owns 960,785 shares of the company’s stock valued at $99,297,000 after purchasing an additional 946,037 shares during the last quarter. Hedge funds and other institutional investors own 91.77% of the company’s stock.

More Dollar General News

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

• Positive Sentiment: Zacks/analyst commentary: multiple Zacks research notes raised near‑ and medium‑term EPS forecasts for DG (FY2027–FY2029), and Zacks Style Scores flagged DG as a strong value pick — implies improving modeled earnings power and a valuation argument for buyers. Zacks: DG value stock
• Positive Sentiment: Fundamentals: recent quarter beat consensus (EPS and revenue) and same‑store sales growth was solid; that underpins the analyst upgrades and supports the company’s FY2026 guidance range — positive for earnings reliability. MarketBeat: DG report
• Positive Sentiment: Contrarian/tactical view: Barron’s and a Yahoo op‑ed argue the CEO announcement sell‑off is an overreaction and present a buying opportunity given DG’s margin recovery and upgraded estimates — potential catalyst for a rebound if believers step in. Barron’s: buy on selloff
• Neutral Sentiment: Analyst note roundup: some outlets compiled broader retail/consumer takes on DG alongside peers (WMT, EL) — useful context but not an immediate directional catalyst. Globe and Mail: analyst insights
• Negative Sentiment: Leadership change: DG named Jerry “JJ” Fleeman Jr. as CEO effective Jan 1, 2027. The timing and governance transition introduced investor uncertainty about strategy execution and near‑term management continuity, triggering selling pressure. Yahoo: CEO appointment
• Negative Sentiment: Market reaction / sentiment pieces: coverage highlighting the drop and investor rattling has amplified downside momentum in the short term — headlines and sentiment, rather than fresh operational weakness, appear to be the primary driver of the decline. Blockonomi: stock slides on CEO news

Dollar General Stock Down 1.6%

Shares of DG opened at $117.28 on Friday. The company’s 50-day simple moving average is $143.17 and its 200-day simple moving average is $124.74. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.22 and a current ratio of 1.13. Dollar General Corporation has a 1 year low of $84.70 and a 1 year high of $158.23. The stock has a market capitalization of $25.83 billion, a PE ratio of 17.12, a P/E/G ratio of 1.89 and a beta of 0.23.

Dollar General (NYSE:DG) last announced its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) 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 business had revenue of $10.91 billion for the quarter, compared to analysts’ expectations of $10.78 billion. During the same period last year, the firm earned $0.87 earnings per share. The company’s revenue for the quarter 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 forecast that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Announces Dividend

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

Analyst Ratings Changes

A number of brokerages recently issued reports on DG. BNP Paribas Exane reissued a “neutral” rating and set a $127.00 price objective on shares of Dollar General in a research report on Thursday, March 12th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $170.00 target price on shares of Dollar General in a research report on Thursday, March 12th. UBS Group reaffirmed a “buy” rating and set a $163.00 target price on shares of Dollar General in a research note on Monday, March 16th. Truist Financial set a $139.00 price target on shares of Dollar General in a research report on Thursday, March 12th. Finally, Deutsche Bank Aktiengesellschaft raised shares of Dollar General from a “hold” rating to a “buy” rating and set a $170.00 price target on the stock in a research note on Thursday, January 8th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $145.33.

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.