Caerus Investment Advisors LLC Invests $593,000 in Dollar General Corporation $DG

Caerus Investment Advisors LLC bought a new position in Dollar General Corporation (NYSE:DG) during the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 5,742 shares of the company’s stock, valued at approximately $593,000.

Several other large investors have also added to or reduced their stakes in the business. Cardinal Point Capital Management ULC increased its holdings in Dollar General by 5.0% during the 3rd quarter. Cardinal Point Capital Management ULC now owns 2,120 shares of the company’s stock worth $219,000 after purchasing an additional 100 shares in the last quarter. Brooks Moore & Associates Inc. lifted its holdings in shares of Dollar General by 1.3% in the third quarter. Brooks Moore & Associates Inc. now owns 7,590 shares of the company’s stock valued at $784,000 after purchasing an additional 100 shares in the last quarter. Meridian Wealth Management LLC boosted its position in shares of Dollar General by 5.5% during the third quarter. Meridian Wealth Management LLC now owns 1,955 shares of the company’s stock valued at $202,000 after buying an additional 102 shares during the last quarter. Accurate Wealth Management LLC grew its holdings in Dollar General by 1.2% during the third quarter. Accurate Wealth Management LLC now owns 9,182 shares of the company’s stock worth $952,000 after buying an additional 108 shares in the last quarter. Finally, Stablepoint Partners LLC grew its holdings in Dollar General by 0.6% during the second quarter. Stablepoint Partners LLC now owns 17,474 shares of the company’s stock worth $1,999,000 after buying an additional 110 shares in the last quarter. Institutional investors own 91.77% of the company’s stock.

Dollar General Stock Down 2.9%

DG stock opened at $130.89 on Wednesday. The stock has a market cap of $28.81 billion, a P/E ratio of 19.11, a P/E/G ratio of 2.19 and a beta of 0.23. The company has a current ratio of 1.13, a quick ratio of 0.22 and a debt-to-equity ratio of 0.54. The stock’s fifty day simple moving average is $147.34 and its two-hundred day simple moving average is $124.11. Dollar General Corporation has a 1-year low of $79.10 and a 1-year high of $158.23.

Dollar General (NYSE:DG) last announced its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.57 by $0.36. The firm had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The business’s revenue was up 5.9% compared to the same quarter last year. During the same period last year, the firm posted $0.87 EPS. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Analysts expect that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th will be given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.8%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General’s dividend payout ratio is currently 34.45%.

Wall Street Analyst Weigh In

DG has been the topic of several recent analyst reports. The Goldman Sachs Group upgraded Dollar General from a “strong sell” rating to a “hold” rating in a research note on Friday, December 5th. Weiss Ratings reiterated a “hold (c-)” rating on shares of Dollar General in a report on Monday, December 29th. Morgan Stanley dropped their price target on shares of Dollar General from $160.00 to $150.00 and set an “equal weight” rating on the stock in a research report on Friday, March 13th. Barclays restated an “overweight” rating on shares of Dollar General in a report on Thursday, March 12th. Finally, Guggenheim reduced their price objective on shares of Dollar General from $165.00 to $160.00 and set a “buy” rating for the company in a research report on Friday, March 13th. Fourteen equities research analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $145.33.

Insider Activity

In related news, EVP Bryan D. Wheeler sold 9,776 shares of Dollar General stock in a transaction that occurred on Friday, December 19th. The shares were sold at an average price of $135.32, for a total value of $1,322,888.32. Following the sale, the executive vice president owned 22,295 shares of the company’s stock, valued at approximately $3,016,959.40. The trade was a 30.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.56% of the stock is currently owned by insiders.

Dollar General News Summary

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

• Positive Sentiment: Dollar General highlighted at TPM26 that improved ocean schedule reliability and better carrier schedule accuracy are helping optimize production planning and reduce stockouts — a direct boost to inventory turns and sales availability that can lift margins. Ocean reliability drives inventory management gains, retailers say
• Positive Sentiment: Analyst/strategy pieces (Seeking Alpha) argue FY25 execution — improving merchandising, cost control and store productivity — points to additional upside beyond recent results, supporting a constructive medium‑term thesis. Dollar General: FY25 Execution Points To More Upside
• Positive Sentiment: UBS says the operational improvements shown in fiscal Q4 look sustainable and that the market may have overreacted to the quarter — a supportive institutional view that can underpin a rebound if execution continues. Dollar General’s Improvements ‘Sustainable’ Despite Market Reaction to Fiscal Q4, UBS Says
• Positive Sentiment: One outlet reported a modest upward price‑target revision to $133, signaling at least some analyst conviction above current levels. Dollar General (NYSE:DG) Price Target Raised to $133.00
• Neutral Sentiment: Comparative coverage (Dollar Tree vs. Dollar General) highlights valuation and strategy tradeoffs for investors; useful context but not an immediate catalyst. Dollar Tree vs Dollar General
• Neutral Sentiment: Coverage of KeyCorp’s Q1 outlook for DG provides modeling detail investors can use to compare against company guidance; informational but not a headline mover by itself. What is KeyCorp’s Forecast for Dollar General Q1 Earnings?
• Neutral Sentiment: Peer earnings (Dollar Tree) showed mixed reaction: Dollar Tree beat but guided cautiously — a reminder that the discount retail group faces mixed signals from consumer patterns. Dollar Tree’s Guidance Was Light. Why the Stock Is Rising Anyway After Earnings.
• Negative Sentiment: Several broker notes reduced price targets: Guggenheim cut its target (reported) and Morgan Stanley lowered its target to $150 — these downgrades contribute to near‑term selling pressure and investor caution. Guggenheim Cuts Dollar General (NYSE:DG) Price Target to $160.00 Morgan Stanley Cuts Dollar General (NYSE:DG) Price Target to $150.00
• Negative Sentiment: Short‑term market reaction to the fiscal Q4 print pushed shares lower despite the company’s operational narrative; higher trading volume suggests profit‑taking and position adjustments are amplifying the move. Dollar General’s Improvements ‘Sustainable’ Despite Market Reaction to Fiscal Q4, UBS Says

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.