Dollar General Corporation $DG Shares Sold by Teacher Retirement System of Texas

Key Points

• Teacher Retirement System of Texas trimmed its stake in Dollar General by 10.8%, selling 22,808 shares and leaving 187,922 shares worth $24.95 million; institutional ownership stands at about 91.77% while major funds like Vanguard, State Street, Baillie Gifford and Invesco have recently increased positions.
• Dollar General beat quarterly expectations (EPS $1.93 vs. $1.57; revenue $10.91B) and set FY2026 guidance of $7.10–$7.35 EPS, but analysts' consensus is a "Hold" with an average target of $146.54 while the stock trades near $122 (market cap ≈ $26.9B).

Teacher Retirement System of Texas cut its position in shares of Dollar General Corporation (NYSE:DG - Free Report) by 10.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 187,922 shares of the company's stock after selling 22,808 shares during the quarter. Teacher Retirement System of Texas owned 0.09% of Dollar General worth $24,950,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. increased its position in Dollar General by 0.3% during the third quarter. Vanguard Group Inc. now owns 26,896,503 shares of the company's stock worth $2,779,754,000 after buying an additional 78,854 shares in the last quarter. State Street Corp increased its position in Dollar General by 9.1% during the third quarter. State Street Corp now owns 10,963,378 shares of the company's stock worth $1,133,065,000 after buying an additional 913,373 shares in the last quarter. Baillie Gifford & Co. increased its position in Dollar General by 2.1% during the fourth quarter. Baillie Gifford & Co. now owns 3,316,155 shares of the company's stock worth $440,286,000 after buying an additional 68,723 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in Dollar General by 3.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,811,797 shares of the company's stock worth $290,599,000 after buying an additional 96,825 shares in the last quarter. Finally, Invesco Ltd. increased its position in Dollar General by 7.4% during the third quarter. Invesco Ltd. now owns 2,725,276 shares of the company's stock worth $281,657,000 after buying an additional 188,949 shares in the last quarter. 91.77% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

DG has been the subject of several recent research reports. Evercore dropped their price target on Dollar General from $145.00 to $144.00 in a research report on Tuesday, March 3rd. Truist Financial set a $139.00 price target on Dollar General in a research report on Thursday, March 12th. Wall Street Zen downgraded Dollar General from a "buy" rating to a "hold" rating in a research report on Saturday, April 4th. Loop Capital raised 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. Finally, Gordon Haskett lifted their price objective on Dollar General from $170.00 to $180.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Thirteen 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 company's stock. According to data from MarketBeat, Dollar General has an average rating of "Hold" and an average target price of $146.54.

Dollar General Price Performance

Shares of NYSE:DG opened at $122.06 on Friday. The company has a market cap of $26.88 billion, a P/E ratio of 17.82, a P/E/G ratio of 1.99 and a beta of 0.34. The company has a quick ratio of 0.22, a current ratio of 1.13 and a debt-to-equity ratio of 0.54. Dollar General Corporation has a 52 week low of $86.25 and a 52 week high of $158.23. The business has a fifty day simple moving average of $133.58 and a 200-day simple moving average of $126.94.

Dollar General (NYSE:DG - Get Free Report) last announced its quarterly earnings data on Thursday, March 12th. The company reported $1.93 EPS for the quarter, beating analysts' consensus estimates of $1.57 by $0.36. Dollar General had a return on equity of 18.66% and a net margin of 3.54%.The business had revenue of $10.91 billion during the quarter, compared to the consensus estimate of $10.78 billion. During the same quarter in the previous year, the business earned $0.87 earnings per share. The business'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. Equities research analysts forecast that Dollar General Corporation will post 7.29 EPS for the current year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, April 21st. Shareholders of record on Tuesday, April 7th were paid 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 was Tuesday, April 7th. Dollar General's payout ratio is currently 34.45%.

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.

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