Captrust Financial Advisors Has $89.45 Million Position in Dollar General Corporation $DG

Captrust Financial Advisors increased its holdings in shares of Dollar General Corporation (NYSE:DG) by 2,876.6% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 673,730 shares of the company’s stock after acquiring an additional 651,096 shares during the quarter. Captrust Financial Advisors’ holdings in Dollar General were worth $89,451,000 as of its most recent SEC filing.

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

Analyst Upgrades and Downgrades

DG has been the topic of a number of research reports. Truist Financial upped their price objective on Dollar General from $109.00 to $114.00 and gave the company a “hold” rating in a report on Tuesday, June 2nd. Raymond James Financial reaffirmed an “outperform” rating and issued a $145.00 price objective on shares of Dollar General in a report on Wednesday, June 3rd. Daiwa Securities Group decreased their price objective on Dollar General from $136.00 to $111.00 and set a “neutral” rating on the stock in a report on Thursday, June 4th. Citigroup decreased their price objective on Dollar General from $138.00 to $116.00 and set a “neutral” rating on the stock in a report on Wednesday, June 3rd. Finally, Guggenheim decreased their price objective on Dollar General from $160.00 to $140.00 and set a “buy” rating on the stock in a report on Wednesday, June 3rd. Ten investment analysts have rated the stock with a Buy rating, eighteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Dollar General has an average rating of “Hold” and a consensus price target of $131.27.

Dollar General Stock Performance

DG opened at $114.00 on Wednesday. The firm has a market cap of $25.15 billion, a P/E ratio of 16.12, a price-to-earnings-growth ratio of 1.77 and a beta of 0.26. Dollar General Corporation has a 52-week low of $95.11 and a 52-week high of $158.23. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.25 and a current ratio of 1.17. The business’s fifty day moving average is $112.99 and its 200-day moving average is $129.20.

Dollar General (NYSE:DG) last announced its quarterly earnings data 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. Dollar General had a return on equity of 18.65% and a net margin of 3.63%.The business had revenue of $10.79 billion during the quarter, compared to the consensus estimate of $10.81 billion. During the same period in the prior year, the company earned $1.78 EPS. Dollar General’s revenue for the quarter was up 3.4% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.200-7.450 EPS. Sell-side analysts expect that Dollar General Corporation will post 7.38 EPS for the current fiscal year.

Dollar General Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, July 21st. Stockholders of record on Tuesday, July 7th will be issued a $0.59 dividend. The ex-dividend date of this dividend is Tuesday, July 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.1%. Dollar General’s dividend payout ratio is 33.38%.

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.