Fortem Financial Group LLC Raises Holdings in Dollar General Corporation $DG

Posted by Brian Himes on May 11th, 2026

Fortem Financial Group LLC grew its position in shares of Dollar General Corporation (NYSE:DG – Free Report) by 710.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,201 shares of the company’s stock after purchasing an additional 14,201 shares during the period. Fortem Financial Group LLC’s holdings in Dollar General were worth $2,151,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Calamos Advisors LLC grew its position in shares of Dollar General by 32.9% during the fourth quarter. Calamos Advisors LLC now owns 245,473 shares of the company’s stock valued at $32,591,000 after purchasing an additional 60,746 shares in the last quarter. Bryn Mawr Trust Advisors LLC purchased a new position in Dollar General in the third quarter worth about $8,803,000. Arista Wealth Management LLC purchased a new position in Dollar General in the third quarter worth about $351,000. Park Capital Management LLC WI purchased a new position in Dollar General in the fourth quarter worth about $1,245,000. Finally, Allianz Asset Management GmbH grew its position in Dollar General by 16.3% in the third quarter. Allianz Asset Management GmbH now owns 805,645 shares of the company’s stock worth $83,263,000 after acquiring an additional 112,862 shares in the last quarter. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Analysts Set New Price Targets

DG has been the subject of several recent research reports. Loop Capital lifted their price target on Dollar General from $120.00 to $145.00 and gave the stock a “hold” rating in a research report on Friday, February 6th. Sanford C. Bernstein decreased their price objective on shares of Dollar General from $150.00 to $146.00 and set an “outperform” rating for the company in a research note on Wednesday, March 25th. Telsey Advisory Group reissued a “market perform” rating and issued a $140.00 price objective on shares of Dollar General in a research note on Tuesday, March 24th. Wall Street Zen downgraded shares of Dollar General from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Finally, Jefferies Financial Group reissued a “buy” rating and issued a $170.00 price objective on shares of Dollar General in a research note on Thursday, March 12th. Thirteen analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $145.00.

Read Our Latest Report on DG

Dollar General Stock Performance

Dollar General stock opened at $113.23 on Monday. The company has a 50 day moving average price of $127.90 and a 200-day moving average price of $128.18. The company has a debt-to-equity ratio of 0.54, a quick ratio of 0.22 and a current ratio of 1.13. Dollar General Corporation has a fifty-two week low of $86.25 and a fifty-two week high of $158.23. The company has a market capitalization of $24.94 billion, a PE ratio of 16.53, a P/E/G ratio of 1.83 and a beta of 0.28.

Dollar General (NYSE:DG – Get Free Report) last posted its quarterly 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. The firm had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. Dollar General had a net margin of 3.54% and a return on equity of 18.66%. The company’s revenue was up 5.9% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.87 earnings per share. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. As a group, equities analysts forecast that Dollar General Corporation will post 7.29 earnings per share for the current year.

Dollar General Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, April 21st. Investors of record on Tuesday, April 7th were issued a dividend of $0.59 per share. This represents a $2.36 annualized dividend and a yield of 2.1%. The ex-dividend date of this dividend was Tuesday, April 7th. Dollar General’s dividend payout ratio (DPR) is presently 34.45%.

Dollar General Profile

(Free Report)

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.