Fluent Financial LLC Purchases New Position in Dollar General Corporation $DG

Fluent Financial LLC acquired a new position in shares of Dollar General Corporation (NYSE:DG) in the 4th quarter, Holdings Channel reports. The fund acquired 20,795 shares of the company’s stock, valued at approximately $2,761,000. Dollar General makes up about 1.1% of Fluent Financial LLC’s portfolio, making the stock its 29th biggest holding.

Other large investors have also modified their holdings of the company. Kaufman Rossin Wealth LLC acquired a new stake in Dollar General during the 4th quarter worth $237,000. Fairvoy Private Wealth LLC grew its position in Dollar General by 3.6% during the 4th quarter. Fairvoy Private Wealth LLC now owns 11,165 shares of the company’s stock worth $1,482,000 after purchasing an additional 386 shares during the last quarter. Exchange Traded Concepts LLC increased its stake in Dollar General by 32.6% in the fourth quarter. Exchange Traded Concepts LLC now owns 71,944 shares of the company’s stock valued at $9,552,000 after purchasing an additional 17,689 shares during the period. Pallas Capital Advisors LLC raised its holdings in shares of Dollar General by 84.7% in the fourth quarter. Pallas Capital Advisors LLC now owns 16,621 shares of the company’s stock valued at $2,207,000 after buying an additional 7,621 shares during the last quarter. Finally, Fort Washington Investment Advisors Inc. OH raised its holdings in shares of Dollar General by 1.9% in the fourth quarter. Fort Washington Investment Advisors Inc. OH now owns 329,848 shares of the company’s stock valued at $43,794,000 after buying an additional 6,029 shares during the last quarter. Institutional investors and hedge funds own 91.77% of the company’s stock.

Dollar General News Roundup

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 Performance

Shares of DG stock opened at $117.28 on Friday. The stock has a fifty day moving average price of $143.17 and a 200 day moving average price of $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. The stock has a market cap 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 Corporation has a 1 year low of $84.70 and a 1 year high of $158.23.

Dollar General (NYSE:DG) last posted its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share 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 during the quarter, compared to the consensus estimate of $10.78 billion. During the same period last year, the firm posted $0.87 EPS. The firm’s revenue for the quarter was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Sell-side analysts forecast that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th will be paid a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.0%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General’s dividend payout ratio is currently 34.45%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Gordon Haskett raised their price target on Dollar General from $170.00 to $180.00 and gave the stock a “buy” rating in a report on Wednesday, February 11th. UBS Group reaffirmed a “buy” rating and set a $163.00 price objective on shares of Dollar General in a research note on Monday, March 16th. KeyCorp reiterated a “sector weight” rating on shares of Dollar General in a research note on Friday, March 13th. Jefferies Financial Group reissued a “buy” rating and issued a $170.00 target price on shares of Dollar General in a report on Thursday, March 12th. Finally, Argus upped their price target on Dollar General from $135.00 to $152.00 and gave the stock a “buy” rating in a research note on Thursday, December 18th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $145.33.

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.