Mitsubishi UFJ Trust & Banking Corp Sells 52,088 Shares of Dollar General Corporation $DG

Key Points

• Mitsubishi UFJ Trust & Banking Corp trimmed its Dollar General stake by 12.2%, selling 52,088 shares in Q4 and ending the period with 375,024 shares (about 0.17% of the company) worth ~$49.79 million.
• Major institutional investors including Vanguard, State Street, Baillie Gifford, Arrowstreet and Invesco mostly increased holdings, and institutional ownership of DG stands at 91.77%.
• Dollar General beat quarterly estimates (EPS $1.93 vs. $1.57), set FY2026 guidance of 7.10–7.35 EPS, pays a $0.59 quarterly dividend (2.0% yield), and carries a MarketBeat consensus rating of Hold with a $146.54 target.

Mitsubishi UFJ Trust & Banking Corp lowered its position in shares of Dollar General Corporation (NYSE:DG - Free Report) by 12.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 375,024 shares of the company's stock after selling 52,088 shares during the period. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.17% of Dollar General worth $49,792,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. increased its position in shares of Dollar General by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 27,309,045 shares of the company's stock valued at $3,625,822,000 after acquiring an additional 412,542 shares in the last quarter. State Street Corp increased its position in shares of Dollar General by 9.1% during the third quarter. State Street Corp now owns 10,963,378 shares of the company's stock valued at $1,133,065,000 after acquiring an additional 913,373 shares in the last quarter. Baillie Gifford & Co. increased its position in shares of Dollar General by 2.1% during the fourth quarter. Baillie Gifford & Co. now owns 3,316,155 shares of the company's stock valued at $440,286,000 after acquiring an additional 68,723 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its position in shares of Dollar General by 3.6% during the third quarter. Arrowstreet Capital Limited Partnership now owns 2,811,797 shares of the company's stock valued at $290,599,000 after acquiring an additional 96,825 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of Dollar General by 7.4% during the third quarter. Invesco Ltd. now owns 2,725,276 shares of the company's stock valued at $281,657,000 after acquiring an additional 188,949 shares in the last quarter. Institutional investors own 91.77% of the company's stock.

Dollar General Trading Down 1.3%

Shares of DG stock opened at $115.83 on Wednesday. Dollar General Corporation has a 12-month low of $86.25 and a 12-month high of $158.23. 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 firm's 50 day moving average is $131.51 and its 200 day moving average is $127.76. The stock has a market capitalization of $25.51 billion, a P/E ratio of 16.91, a P/E/G ratio of 1.90 and a beta of 0.34.

Dollar General (NYSE:DG - Get Free Report) last issued its earnings results on Thursday, March 12th. The company reported $1.93 earnings per share (EPS) for the quarter, topping the consensus estimate 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 for the quarter, compared to analysts' expectations of $10.78 billion. During the same quarter last year, the company posted $0.87 earnings per share. The firm's quarterly revenue was up 5.9% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.100-7.35 EPS. Research analysts expect that Dollar General Corporation will post 7.29 earnings per share for the current year.

Dollar General Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on DG. Morgan Stanley reduced their price target on shares of Dollar General from $160.00 to $150.00 and set an "equal weight" rating for the company in a research report on Friday, March 13th. Jefferies Financial Group reissued a "buy" rating and set a $170.00 price target on shares of Dollar General in a research report on Thursday, March 12th. Gordon Haskett raised their price target on shares of Dollar General from $170.00 to $180.00 and gave the company a "buy" rating in a research report on Wednesday, February 11th. Rothschild & Co Redburn upgraded shares of Dollar General to a "strong sell" rating in a report on Wednesday, February 25th. Finally, JPMorgan Chase & Co. raised their target price on shares of Dollar General from $166.00 to $170.00 and gave the stock an "overweight" rating in a report on Friday, January 9th. Thirteen investment 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. According to MarketBeat.com, Dollar General presently has a consensus rating of "Hold" and a consensus target price of $146.54.

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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