WINTON GROUP Ltd Lowers Stock Position in Dollar General Corporation $DG

Key Points

• WINTON GROUP Ltd cut its Dollar General position by 69.4% in the second quarter, selling 14,704 shares and retaining 6,474 shares valued at approximately $745,000.
• Dollar General reported strong quarterly results, with EPS of $2.48 versus the $2.01 consensus and revenue of $11.29 billion, up 5.2% year over year. The company reaffirmed fiscal 2026 EPS guidance of $7.80–$8.00.
• The company declared a quarterly dividend of $0.59 per share, or $2.36 annualized, representing a 1.8% yield. Analysts maintain a consensus “Hold” rating with an average price target of $135.46.

WINTON GROUP Ltd trimmed its position in shares of Dollar General Corporation (NYSE:DG - Free Report) by 69.4% in the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,474 shares of the company's stock after selling 14,704 shares during the period. WINTON GROUP Ltd's holdings in Dollar General were worth $745,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. California State Teachers Retirement System grew its position in Dollar General by 14,024.5% during the second quarter. California State Teachers Retirement System now owns 37,348,936 shares of the company's stock valued at $4,299,236,000 after acquiring an additional 37,084,509 shares during the period. Geode Capital Management LLC raised its holdings in shares of Dollar General by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 5,707,809 shares of the company's stock worth $754,857,000 after purchasing an additional 42,936 shares during the period. Arrowstreet Capital Limited Partnership lifted its stake in shares of Dollar General by 6.2% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 2,868,239 shares of the company's stock valued at $340,546,000 after purchasing an additional 167,546 shares in the last quarter. Dimensional Fund Advisors LP lifted its stake in shares of Dollar General by 2.8% in the 1st quarter. Dimensional Fund Advisors LP now owns 2,800,145 shares of the company's stock valued at $332,443,000 after purchasing an additional 75,323 shares in the last quarter. Finally, Life Cycle Investment Partners Ltd acquired a new position in shares of Dollar General in the 4th quarter valued at about $363,299,000. 91.77% of the stock is owned by hedge funds and other institutional investors.

Dollar General Stock Performance

Dollar General stock opened at $129.20 on Tuesday. The firm has a market capitalization of $28.50 billion, a PE ratio of 16.80, a price-to-earnings-growth ratio of 1.70 and a beta of 0.23. Dollar General Corporation has a one year low of $95.11 and a one year high of $158.23. The stock's 50 day moving average price is $124.05 and its 200 day moving average price is $121.27. The company has a debt-to-equity ratio of 0.49, a quick ratio of 0.31 and a current ratio of 1.21.

Dollar General (NYSE:DG - Get Free Report) last issued its quarterly earnings data on Thursday, August 27th. The company reported $2.48 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.01 by $0.47. Dollar General had a net margin of 3.90% and a return on equity of 18.93%. The company had revenue of $11.29 billion during the quarter, compared to the consensus estimate of $11.20 billion. During the same quarter last year, the company earned $1.86 earnings per share. Dollar General's revenue for the quarter was up 5.2% on a year-over-year basis. Dollar General has set its FY 2026 guidance at 7.800-8.000 EPS. As a group, sell-side analysts expect that Dollar General Corporation will post 7.68 EPS for the current fiscal year.

Dollar General Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, October 20th. Investors of record on Tuesday, October 6th will be issued a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend is Tuesday, October 6th. Dollar General's dividend payout ratio (DPR) is presently 30.69%.

Analyst Ratings Changes

A number of analysts recently issued reports on DG shares. Citigroup increased their target price on shares of Dollar General from $116.00 to $133.00 and gave the stock a "neutral" rating in a research report on Friday, August 28th. Oppenheimer reaffirmed an "outperform" rating and set a $150.00 price target on shares of Dollar General in a research report on Tuesday, August 25th. Rothschild & Co Redburn decreased their price objective on shares of Dollar General from $111.00 to $90.00 and set a "sell" rating for the company in a research note on Monday, May 18th. Wolfe Research reissued an "outperform" rating and issued a $143.00 target price on shares of Dollar General in a research note on Thursday, August 13th. Finally, Sanford C. Bernstein restated an "outperform" rating and set a $160.00 target price on shares of Dollar General in a report on Friday, August 28th. Ten equities research analysts have rated the stock with a Buy rating, eighteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of "Hold" and a consensus price target of $135.46.

Dollar General Profile

Dollar General Corporation NYSE: DG is a discount retailer that operates stores offering everyday essentials at low prices. Its merchandise assortment includes consumable products such as food, snacks, cleaning supplies, paper products, and personal-care items, along with seasonal goods, basic home products, apparel, and select health and beauty products.

The company serves primarily rural and suburban communities, with stores located throughout the United States. Dollar General also operates related retail formats, including DG Market, DGX, and pOpshelf, which offer assortments tailored to different shopping needs and locations.

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