Mitsubishi UFJ Asset Management Co. Ltd. Has $63.69 Million Stock Position in Dollar General Corporation $DG

Key Points

• Mitsubishi UFJ Asset Management increased its stake in Dollar General by 8.4% in Q4 to 465,527 shares valued at $63.69 million, representing about 0.21% of the company.
• Other major institutions — including AQR, Robeco, Schroder, State Street and Caisse de dépôt — also materially increased holdings, leaving institutional ownership at roughly 91.77%.
• Dollar General recently beat quarterly estimates with $1.93 EPS (vs. $1.57 expected) and $10.91B revenue, set FY2026 guidance of 7.10–7.35 EPS, has a market cap of $25.7B and a PE of 17.04, and pays a $0.59 quarterly dividend (~2.0% yield).

Mitsubishi UFJ Asset Management Co. Ltd. lifted its stake in Dollar General Corporation (NYSE:DG - Free Report) by 8.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 465,527 shares of the company's stock after acquiring an additional 36,244 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. owned approximately 0.21% of Dollar General worth $63,693,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DG. AQR Capital Management LLC lifted its position in Dollar General by 416.4% in the third quarter. AQR Capital Management LLC now owns 2,525,608 shares of the company's stock worth $259,759,000 after purchasing an additional 2,036,573 shares during the period. Robeco Institutional Asset Management B.V. lifted its position in Dollar General by 426.9% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 1,699,871 shares of the company's stock worth $225,692,000 after purchasing an additional 1,377,226 shares during the period. Schroder Investment Management Group lifted its position in Dollar General by 6,414.7% in the third quarter. Schroder Investment Management Group now owns 960,785 shares of the company's stock worth $99,297,000 after purchasing an additional 946,037 shares during the period. State Street Corp lifted its position in Dollar General by 9.1% in the third quarter. State Street Corp now owns 10,963,378 shares of the company's stock worth $1,133,065,000 after purchasing an additional 913,373 shares during the period. Finally, Caisse de depot et placement du Quebec lifted its position in Dollar General by 1,615.1% in the third quarter. Caisse de depot et placement du Quebec now owns 908,110 shares of the company's stock worth $93,853,000 after purchasing an additional 855,162 shares during the period. 91.77% of the stock is owned by institutional investors.

Dollar General Stock Performance

Shares of NYSE:DG opened at $116.70 on Friday. Dollar General Corporation has a twelve month low of $86.25 and a twelve month high of $158.23. The firm has a market cap of $25.70 billion, a PE ratio of 17.04, a price-to-earnings-growth ratio of 1.88 and a beta of 0.28. 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 business has a fifty day moving average of $127.90 and a 200-day moving average of $128.18.

Dollar General (NYSE:DG - Get Free Report) last announced its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share 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 company had revenue of $10.91 billion during the quarter, compared to analyst estimates of $10.78 billion. During the same period last year, the company posted $0.87 earnings per share. The firm's quarterly 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 predict that Dollar General Corporation will post 7.29 EPS for the current fiscal year.

Dollar General Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, April 21st. Stockholders of record on Tuesday, April 7th were paid a $0.59 dividend. The ex-dividend date was Tuesday, April 7th. This represents a $2.36 dividend on an annualized basis and a dividend yield of 2.0%. Dollar General's dividend payout ratio (DPR) is 34.45%.

Wall Street Analysts Forecast Growth

DG has been the subject of several research reports. Oppenheimer raised their target price on Dollar General from $145.00 to $170.00 and gave the stock an "outperform" rating in a research report on Tuesday, February 24th. Guggenheim cut their price objective on Dollar General from $165.00 to $160.00 and set a "buy" rating for the company in a report on Friday, March 13th. Barclays reissued an "overweight" rating on shares of Dollar General in a report on Thursday, March 12th. Weiss Ratings reissued a "hold (c)" rating on shares of Dollar General in a report on Friday, April 10th. Finally, Jefferies Financial Group reissued a "buy" rating and set a $170.00 price objective on shares of Dollar General in a report on Thursday, March 12th. Thirteen equities research analysts have rated the stock with a Buy rating, fifteen have issued a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $145.00.

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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