Landscape Capital Management L.L.C. Makes New Investment in Dollar General Corporation $DG

Landscape Capital Management L.L.C. acquired a new position in Dollar General Corporation (NYSE:DG) in the fourth quarter, Holdings Channel reports. The fund acquired 88,444 shares of the company’s stock, valued at approximately $11,743,000. Dollar General accounts for approximately 0.8% of Landscape Capital Management L.L.C.’s holdings, making the stock its 13th biggest holding.

A number of other institutional investors have also added to or reduced their stakes in DG. Life Cycle Investment Partners Ltd bought a new stake in Dollar General in the 4th quarter worth about $363,299,000. AQR Capital Management LLC grew its position in Dollar General by 416.4% in the 3rd quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company’s stock worth $259,759,000 after purchasing an additional 2,036,573 shares in the last quarter. Bessemer Group Inc. grew its position in Dollar General by 24,882.5% in the 4th quarter. Bessemer Group Inc. now owns 1,694,315 shares of the company’s stock worth $224,953,000 after purchasing an additional 1,687,533 shares in the last quarter. Morgan Stanley grew its position in Dollar General by 35.0% in the 4th quarter. Morgan Stanley now owns 6,270,333 shares of the company’s stock worth $832,513,000 after purchasing an additional 1,624,748 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its position in Dollar General by 426.9% in 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 purchasing an additional 1,377,226 shares in the last quarter. 91.77% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

DG has been the subject of a number of research analyst reports. Barclays decreased their price objective on shares of Dollar General from $151.00 to $148.00 and set an “overweight” rating for the company in a report on Wednesday, June 3rd. Evercore decreased their price objective on shares of Dollar General from $145.00 to $140.00 in a report on Wednesday, June 3rd. Weiss Ratings restated a “hold (c)” rating on shares of Dollar General in a report on Friday, April 10th. Gordon Haskett downgraded shares of Dollar General from a “buy” rating to a “hold” rating and decreased their price objective for the stock from $140.00 to $110.00 in a report on Friday, May 22nd. Finally, Freedom Capital downgraded shares of Dollar General from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 2nd. Ten analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $131.27.

Dollar General Price Performance

DG opened at $114.90 on Friday. The company has a market capitalization of $25.35 billion, a price-to-earnings ratio of 16.25, a PEG ratio of 1.75 and a beta of 0.26. The company has a quick ratio of 0.25, a current ratio of 1.17 and a debt-to-equity ratio of 0.52. The firm has a 50-day moving average price of $113.17 and a 200-day moving average price of $128.89. Dollar General Corporation has a twelve month low of $95.11 and a twelve month high of $158.23.

Dollar General (NYSE:DG) last posted its earnings results on Tuesday, June 2nd. The company reported $2.00 earnings per share for the quarter, topping the consensus estimate of $1.89 by $0.11. The firm had revenue of $10.79 billion during the quarter, compared to the consensus estimate 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 was up 3.4% on a year-over-year basis. During the same quarter last year, the company earned $1.78 earnings per share. 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. The ex-dividend date is Tuesday, July 7th. This represents a $2.36 annualized dividend and a dividend yield of 2.1%. Dollar General’s dividend payout ratio (DPR) is presently 33.38%.

Trending Headlines about Dollar General

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

• Positive Sentiment: Multiple analysts raised longer-term earnings estimates for Dollar General, signaling improved profit expectations and supporting the stock’s outlook.
• Positive Sentiment: Wolfe Research reiterated an Outperform rating and a $165 price target, reflecting a constructive view on the shares.
• Positive Sentiment: Coverage emphasized Dollar General’s appeal as a defensive retailer as consumers trade down amid inflation and economic uncertainty. Article Title
• Neutral Sentiment: Technical commentary says the stock is trying to stage a short-term turnaround after finding support near the $100 level, but the broader technical picture is still weak. Article Title
• Neutral Sentiment: Dollar General announced officer appointments and a charitable donation to the American Red Cross, which are positive corporate updates but likely limited near-term stock impact. Article Title

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.