CIBC Bancorp USA Inc. Takes Position in Dollar General Corporation $DG

CIBC Bancorp USA Inc. acquired a new stake in Dollar General Corporation (NYSE:DG) in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 81,309 shares of the company’s stock, valued at approximately $8,403,000.

Other large investors have also added to or reduced their stakes in the company. Elevation Point Wealth Partners LLC bought a new stake in Dollar General during the 2nd quarter worth approximately $25,000. Caldwell Trust Co bought a new position in shares of Dollar General during the second quarter valued at $25,000. Root Financial Partners LLC acquired a new position in shares of Dollar General during the third quarter worth $26,000. Peoples Financial Services CORP. acquired a new position in shares of Dollar General during the third quarter worth $35,000. Finally, Byrne Asset Management LLC grew its stake in shares of Dollar General by 952.6% in the third quarter. Byrne Asset Management LLC now owns 400 shares of the company’s stock worth $41,000 after purchasing an additional 362 shares during the last quarter. Institutional investors own 91.77% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on DG. Loop Capital increased their price objective on Dollar General from $120.00 to $145.00 and gave the company a “hold” rating in a report on Friday, February 6th. UBS Group reiterated a “buy” rating and issued a $163.00 price target on shares of Dollar General in a research report on Monday. Guggenheim decreased their price target on Dollar General from $165.00 to $160.00 and set a “buy” rating for the company in a research note on Friday, March 13th. Wall Street Zen upgraded Dollar General from a “hold” rating to a “buy” rating in a research report on Saturday, December 6th. Finally, Telsey Advisory Group lifted their price objective on Dollar General from $130.00 to $140.00 and gave the stock a “market perform” rating in a research note on Monday, March 9th. Fourteen investment analysts have rated the stock with a Buy rating, fifteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $145.33.

Dollar General News Summary

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

• Positive Sentiment: Wolfe Research reaffirmed an Outperform rating and a $165 price target while raising a couple of quarter estimates (notably Q4 2027 and Q4 2028), which supports upside expectations for DG. Wolfe Research note / MarketBeat DG page
• Positive Sentiment: Q4 results and industry wrap-ups highlight Dollar General as a leader in non-discretionary retail — DG beat revenue and EPS estimates and management emphasized value initiatives that drove traffic and private-brand gains. Q4 Earnings Review (Yahoo Finance)
• Positive Sentiment: Management comments and other retail CEOs say customers aren’t yet cutting back because of higher gas prices, signaling resilience in DG’s customer base and less downside risk to sales. We’re not too worried about gas prices (MarketWatch)
• Neutral Sentiment: Strong results at Five Below and other discount retailers are lifting sector sentiment — this can buoy DG even if the news is about a competitor rather than DG-specific fundamentals. Five Below earnings blowout (MarketBeat)
• Negative Sentiment: Wolfe also trimmed a number of near-term quarter estimates (Q1–Q3 2027, parts of 2028) and lowered FY2027–FY2028 EPS forecasts slightly, which could cap upside and increase focus on execution vs. thesis risk. Wolfe Research note / MarketBeat DG page
• Negative Sentiment: Some analysts and commentary argue DG’s “buy case” weakened after Q4 despite the beat — that skepticism (and the market’s negative reaction to parts of the call) can pressure the stock if guidance or margin drivers look uncertain. Dollar General loses its buy case (TipRanks)

Dollar General Price Performance

Shares of NYSE:DG opened at $124.43 on Friday. The company’s fifty day moving average price is $146.22 and its 200-day moving average price is $124.23. The company has a debt-to-equity ratio of 0.54, a current ratio of 1.13 and a quick ratio of 0.22. The firm has a market capitalization of $27.39 billion, a price-to-earnings ratio of 18.17, a PEG ratio of 2.00 and a beta of 0.23. Dollar General Corporation has a one year low of $80.51 and a one year high of $158.23.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.57 by $0.36. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The company had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. During the same period in the previous year, the firm posted $0.87 EPS. The firm’s revenue 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. On average, equities research analysts anticipate that Dollar General Corporation will post 5.75 earnings per share for the current fiscal year.

Dollar General Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th will be issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is currently 34.45%.

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.