Islay Capital Management LLC Has $1.02 Million Stock Position in Dollar General Corporation $DG

Islay Capital Management LLC increased its position in shares of Dollar General Corporation (NYSE:DG) by 15,220.0% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 7,660 shares of the company’s stock after purchasing an additional 7,610 shares during the quarter. Islay Capital Management LLC’s holdings in Dollar General were worth $1,017,000 at the end of the most recent quarter.

A number of other hedge funds have also made changes to their positions in DG. Life Cycle Investment Partners Ltd acquired a new stake in shares of Dollar General during the 4th quarter worth about $363,299,000. AQR Capital Management LLC grew its holdings in Dollar General by 416.4% during the 3rd 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 last quarter. Bessemer Group Inc. grew its holdings in Dollar General by 24,882.5% during the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock worth $224,953,000 after acquiring an additional 1,687,533 shares during the last quarter. Morgan Stanley grew its holdings in Dollar General by 35.0% during the 4th quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock worth $832,513,000 after acquiring an additional 1,624,748 shares during the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its holdings in Dollar General by 426.9% during the 4th quarter. Robeco Institutional Asset Management B.V. now owns 1,699,871 shares of the company’s stock worth $225,692,000 after acquiring an additional 1,377,226 shares during the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on DG. Morgan Stanley decreased their price objective on shares of Dollar General from $150.00 to $132.00 and set an “equal weight” rating on the stock in a report on Wednesday, June 3rd. BNP Paribas Exane decreased their price objective on shares of Dollar General from $144.00 to $113.00 and set a “neutral” rating on the stock in a report on Wednesday, June 3rd. Jefferies Financial Group decreased their price objective on shares of Dollar General from $155.00 to $135.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Barclays decreased their price objective on shares of Dollar General from $151.00 to $148.00 and set an “overweight” rating on the stock in a report on Wednesday, June 3rd. Finally, Citigroup decreased their price objective on shares of Dollar General from $138.00 to $116.00 and set a “neutral” rating on the stock in a report on Wednesday, June 3rd. Ten analysts have rated the stock with a Buy rating, eighteen have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $131.27.

Dollar General Stock Up 1.4%

Shares of NYSE DG opened at $116.39 on Tuesday. The firm has a market capitalization of $25.67 billion, a PE ratio of 16.46, a price-to-earnings-growth ratio of 1.75 and a beta of 0.26. The company has a current ratio of 1.17, a quick ratio of 0.25 and a debt-to-equity ratio of 0.52. Dollar General Corporation has a 1 year low of $95.11 and a 1 year high of $158.23. The firm’s 50-day moving average is $113.11 and its 200-day moving average is $129.16.

Dollar General (NYSE:DG) last issued its earnings results on Tuesday, June 2nd. The company reported $2.00 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.89 by $0.11. The company had revenue of $10.79 billion for the quarter, compared to analyst estimates of $10.81 billion. Dollar General had a net margin of 3.63% and a return on equity of 18.65%. The company’s revenue for the quarter was up 3.4% on a year-over-year basis. During the same quarter last year, the firm earned $1.78 EPS. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Equities analysts expect that Dollar General Corporation will post 7.38 EPS for the current year.

Dollar General Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Tuesday, July 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 of this dividend is Tuesday, July 7th. Dollar General’s dividend payout ratio (DPR) is 33.38%.

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.