J. Safra Sarasin Holding AG Acquires New Holdings in Dollar General Corporation $DG

J. Safra Sarasin Holding AG purchased a new position in shares of Dollar General Corporation (NYSE:DG) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 23,566 shares of the company’s stock, valued at approximately $3,129,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the company. Northwest Wealth Management LLC acquired a new stake in Dollar General in the fourth quarter valued at approximately $356,000. Beacon Investment Advisory Services Inc. increased its stake in Dollar General by 6.2% in the fourth quarter. Beacon Investment Advisory Services Inc. now owns 5,607 shares of the company’s stock valued at $744,000 after purchasing an additional 329 shares during the last quarter. Spire Wealth Management raised its holdings in Dollar General by 31.4% during the fourth quarter. Spire Wealth Management now owns 892 shares of the company’s stock worth $118,000 after purchasing an additional 213 shares in the last quarter. Eastern Bank purchased a new position in shares of Dollar General in the 4th quarter valued at $35,000. Finally, Fluent Financial LLC purchased a new position in shares of Dollar General during the fourth quarter worth about $2,761,000. 91.77% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have commented on DG shares. Wolfe Research restated an “outperform” rating and issued a $165.00 price objective on shares of Dollar General in a research note on Thursday, March 12th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of Dollar General in a report on Monday, December 29th. Loop Capital boosted their target price on shares of Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. The Goldman Sachs Group upgraded shares of Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Finally, BNP Paribas Exane restated a “neutral” rating and issued a $127.00 price target on shares of Dollar General in a report on Thursday, March 12th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $145.33.

More Dollar General News

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

• Positive Sentiment: Project Elevate continues to drive sales: research and reporting say Dollar General’s Project Elevate is producing ~3% comparable-store lifts by upgrading layouts and merchandising at a large portion of the chain — supporting higher sales productivity without full-store remodel costs. How Project Elevate Is Driving 3% Comp Lifts for Dollar General Stores
• Positive Sentiment: Store growth: a local report notes another Dollar General opened in Blair County, illustrating ongoing unit expansion that supports revenue growth and geographic penetration. Another Dollar General opens in Blair County
• Neutral Sentiment: Management hires: Dollar General announced five vice‑president appointments — routine leadership moves that signal investment in operations and category leadership but are not expected to materially change near‑term fundamentals. Dollar General makes VP appointments Dollar General Announces Five Vice President Appointments
• Negative Sentiment: Competitive backdrop: coverage of Costco’s aggressive warehouse expansion highlights pressure from larger-format competitors that can erode share or margin in some markets; investors may view this as a long-term competitive consideration. Costco’s Warehouse Expansion Plans Signal Long-Term Growth Engine
• Negative Sentiment: Short-term underperformance vs. the market: an analyst note points out DG is sitting out the broad market rally and was trading below the session leaders, which can pressure sentiment and cap short-term gains despite positive operational news. Target This Discount Retail Stock Next Month

Dollar General Trading Up 0.6%

Shares of DG stock opened at $118.56 on Wednesday. The firm has a market cap of $26.11 billion, a P/E ratio of 17.31, a PEG ratio of 1.90 and a beta of 0.23. The firm’s 50-day simple moving average is $141.99 and its 200-day simple moving average is $125.05. Dollar General Corporation has a 1-year low of $84.70 and a 1-year 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) last posted its quarterly earnings results on Thursday, March 12th. The company reported $1.93 EPS 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 for the quarter, compared to analyst estimates of $10.78 billion. During the same quarter last year, the firm posted $0.87 earnings per share. Dollar General’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. As a group, equities analysts forecast that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be issued a $0.59 dividend. 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 payout ratio is 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.