Teacher Retirement System of Texas Raises Position in Dollar General Corporation $DG

Teacher Retirement System of Texas raised its holdings in shares of Dollar General Corporation (NYSE:DG) by 530.9% in the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 210,730 shares of the company’s stock after acquiring an additional 177,328 shares during the period. Teacher Retirement System of Texas’ holdings in Dollar General were worth $21,779,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of the business. Elevation Point Wealth Partners LLC bought a new stake in shares of Dollar General during the 2nd quarter valued at about $25,000. Caldwell Trust Co bought a new stake in Dollar General during the second quarter valued at approximately $25,000. Atlantic Union Bankshares Corp purchased a new position in Dollar General in the 2nd quarter worth approximately $26,000. Root Financial Partners LLC bought a new position in shares of Dollar General in the 3rd quarter worth $26,000. Finally, Peoples Financial Services CORP. purchased a new stake in shares of Dollar General during the 3rd quarter valued at $35,000. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Trending Headlines about Dollar General

Here are the key news stories impacting Dollar General this week:

• Positive Sentiment: Expanded same‑day delivery — Dollar General has rolled out myDG Delivery to 17,000+ stores with 1‑hour service, deepening its digital link to rural shoppers, which should help basket size and frequency. Dollar General Enhances Shopping Speed With Expanded myDG Delivery
• Positive Sentiment: Promotional push and free‑delivery trial — DG is offering one free myDG Delivery order (promotion through Feb. 28) to drive adoption of same‑day commerce, a direct sales lift and customer acquisition lever. Dollar General Launches Promotion for Same-Day Delivery Service
• Positive Sentiment: Analyst momentum / buy lists — Zacks included DG on lists highlighting momentum and named it a Zacks Rank #1 (Strong Buy) growth stock, which can attract buy‑side attention and support the stock. Best Growth Stocks to Buy for January 23rd
• Positive Sentiment: Technical/momentum signal — DG was flagged among stocks trading near 52‑week highs with upside potential, reinforcing positive price momentum for momentum‑driven investors. 4 Stocks Trading Near 52-Week High With More Upside Potential
• Neutral Sentiment: Analyst commentary roundup — Recent analyst notes discuss DG alongside peers, offering mixed operational takeaways but no major revisions yet; useful for context but not an immediate catalyst. Analysts Offer Insights on Consumer Goods Companies: Dollar General (DG) and Simply Good Foods (SMPL)
• Neutral Sentiment: Mention in REIT coverage — Realty Income commentary cites DG as a key essential‑retailer tenant, underscoring DG’s defensive retail footprint but offering indirect impact on DG’s share moves. Realty Income: The Monthly Paycheck Winner of 2026
• Negative Sentiment: Earnings risk ahead — Analysts expect a single‑digit decline in Q4 earnings, and an upcoming earnings release is a near‑term catalyst that could reverse optimism if results or guidance disappoint. What You Need To Know Ahead of Dollar General’s Earnings Release
• Negative Sentiment: Legal/settlement cost — Dollar General agreed to a $15M deceptive‑pricing class‑action settlement; shoppers may get ~$10 each, creating a one‑time cash outflow and a modest reputational headwind. Dollar General Shoppers Maybe Eligible To Receive $10 As Part Of $15 Million ‘Deceptive’ Pricing Class Action Settlement

Insider Activity at Dollar General

In other news, EVP Tracey N. Herrmann sold 12,583 shares of Dollar General stock in a transaction that occurred on Wednesday, December 10th. The stock was sold at an average price of $125.07, for a total value of $1,573,755.81. Following the sale, the executive vice president directly owned 30,948 shares in the company, valued at approximately $3,870,666.36. This trade represents a 28.91% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Carman R. Wenkoff sold 19,166 shares of the company’s stock in a transaction that occurred on Thursday, December 11th. The shares were sold at an average price of $132.01, for a total value of $2,530,103.66. Following the transaction, the executive vice president owned 43,179 shares of the company’s stock, valued at approximately $5,700,059.79. This represents a 30.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 58,673 shares of company stock worth $7,713,389 over the last 90 days. 0.56% of the stock is owned by insiders.

Dollar General Stock Up 1.6%

Shares of Dollar General stock opened at $146.87 on Friday. The company has a debt-to-equity ratio of 0.63, a quick ratio of 0.24 and a current ratio of 1.17. Dollar General Corporation has a 52-week low of $69.32 and a 52-week high of $154.75. The company’s 50 day moving average price is $130.05 and its 200-day moving average price is $114.70. The stock has a market capitalization of $32.33 billion, a price-to-earnings ratio of 25.37, a P/E/G ratio of 2.66 and a beta of 0.26.

Dollar General (NYSE:DG) last announced its quarterly earnings results on Thursday, December 4th. The company reported $1.28 earnings per share for the quarter, beating the consensus estimate of $0.95 by $0.33. The business had revenue of $10.65 billion during the quarter, compared to analysts’ expectations of $10.60 billion. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The firm’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.89 EPS. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. Equities research analysts forecast that Dollar General Corporation will post 5.75 EPS for the current year.

Dollar General Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, January 20th. Investors of record on Tuesday, January 6th were paid a $0.59 dividend. The ex-dividend date of this dividend was Tuesday, January 6th. This represents a $2.36 annualized dividend and a dividend yield of 1.6%. Dollar General’s dividend payout ratio (DPR) is presently 40.76%.

Analyst Ratings Changes

A number of research firms recently commented on DG. Daiwa Capital Markets increased their target price on Dollar General from $113.00 to $130.00 and gave the company a “neutral” rating in a research note on Monday, December 8th. Deutsche Bank Aktiengesellschaft upgraded Dollar General from a “hold” rating to a “buy” rating and set a $170.00 price objective on the stock in a research report on Thursday, January 8th. Telsey Advisory Group restated a “market perform” rating and issued a $130.00 target price (up previously from $123.00) on shares of Dollar General in a research report on Thursday, December 4th. Truist Financial set a $144.00 price target on shares of Dollar General in a research report on Friday, January 16th. Finally, Evercore ISI lifted their price target on shares of Dollar General from $130.00 to $135.00 and gave the stock an “in-line” rating in a research note on Tuesday, December 23rd. Fourteen equities research analysts have rated the stock with a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and an average target price of $140.19.

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.