Texas Permanent School Fund Corp Sells 8,790 Shares of Dollar General Corporation $DG

Texas Permanent School Fund Corp trimmed its position in Dollar General Corporation (NYSE:DG) by 36.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 15,492 shares of the company’s stock after selling 8,790 shares during the quarter. Texas Permanent School Fund Corp’s holdings in Dollar General were worth $1,772,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Caldwell Trust Co bought a new stake in Dollar General in the 2nd quarter worth $25,000. Valeo Financial Advisors LLC purchased a new stake in shares of Dollar General during the second quarter worth about $292,000. Q3 Asset Management bought a new stake in shares of Dollar General in the second quarter worth about $209,000. Orion Porfolio Solutions LLC grew its stake in shares of Dollar General by 35.7% in the second quarter. Orion Porfolio Solutions LLC now owns 8,076 shares of the company’s stock worth $924,000 after purchasing an additional 2,125 shares during the last quarter. Finally, Thrivent Financial for Lutherans increased its holdings in Dollar General by 21.0% during the 2nd quarter. Thrivent Financial for Lutherans now owns 10,434 shares of the company’s stock valued at $1,194,000 after purchasing an additional 1,814 shares during the period. Hedge funds and other institutional investors own 91.77% of the company’s stock.

Key Dollar General News

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

• Positive Sentiment: JPMorgan upgraded same-store sales expectations, saying improving comps could change the investment case for DG by supporting sales and margin outlooks — a catalyst for further analyst support and multiple expansion. JPMorgan’s Same-Store Sales Upgrade Might Change The Case For Investing In Dollar General (DG)
• Positive Sentiment: An analyst raised Dollar General’s price target to $152, signaling increased upside from current levels and reinforcing bullish sentiment among institutional investors. Dollar General (NYSE:DG) Price Target Raised to $152.00
• Positive Sentiment: Media commentary from Jim Cramer called Dollar General an “extremely well-run” company, which can boost retail investor confidence and short-term sentiment. Jim Cramer Considers Dollar General an “Extremely Well-Run” Company
• Positive Sentiment: Zacks published an update raising its FY2026 EPS estimate for DG, suggesting some analysts see continued earnings power beyond the current year. Dollar General FY2026 EPS Estimate Raised by Zacks Research
• Neutral Sentiment: Zacks also issued a separate note reducing certain earnings estimates for Dollar General (timing/period specifics differ from the FY2026 raise), creating mixed signals on near-term performance expectations. Zacks Research Reduces Earnings Estimates for Dollar General
• Negative Sentiment: An executive vice president sold about $1.32 million of DG stock; while insider sales can be routine, the transaction is often viewed negatively by investors watching insider conviction. Insider Selling: Dollar General (NYSE:DG) EVP Sells $1,322,888.32 in Stock
• Negative Sentiment: A Seeking Alpha piece argues Dollar General’s valuation is rich and recommends taking profits, highlighting a higher P/E/PEG and limited margin for error — a cautionary note for momentum investors. Dollar General’s High Valuation Means It’s Time To Take Profits

Analyst Upgrades and Downgrades

DG has been the topic of a number of recent analyst reports. Guggenheim lifted their price objective on Dollar General from $125.00 to $140.00 and gave the stock a “buy” rating in a research report on Friday, December 5th. Argus lifted their price target on shares of Dollar General from $135.00 to $152.00 and gave the company a “buy” rating in a report on Thursday, December 18th. Evercore ISI set a $130.00 price objective on shares of Dollar General in a report on Friday, December 5th. BMO Capital Markets lifted their target price on shares of Dollar General from $115.00 to $130.00 and gave the company a “market perform” rating in a research note on Friday, December 5th. Finally, Oppenheimer boosted their price target on shares of Dollar General from $138.00 to $145.00 and gave the company an “outperform” rating in a research report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and sixteen have given a Hold rating to the stock. Based on data from MarketBeat, Dollar General presently has an average rating of “Moderate Buy” and an average price target of $131.73.

Insider Buying and Selling at Dollar General

In other news, EVP Bryan D. Wheeler sold 9,776 shares of Dollar General stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $135.32, for a total value of $1,322,888.32. Following the completion of the transaction, the executive vice president owned 22,295 shares of the company’s stock, valued at $3,016,959.40. The trade was a 30.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Rhonda Taylor sold 7,500 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was sold at an average price of $134.89, for a total transaction of $1,011,675.00. Following the completion of the transaction, the executive vice president owned 73,492 shares in the company, valued at approximately $9,913,335.88. The trade was a 9.26% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 58,673 shares of company stock valued at $7,713,389 in the last ninety days. Corporate insiders own 0.56% of the company’s stock.

Dollar General Stock Up 0.1%

NYSE:DG opened at $137.42 on Tuesday. The company has a debt-to-equity ratio of 0.63, a current ratio of 1.17 and a quick ratio of 0.24. The firm’s 50-day moving average price is $110.82 and its 200-day moving average price is $109.81. The company has a market capitalization of $30.25 billion, a PE ratio of 23.73, a P/E/G ratio of 2.50 and a beta of 0.27. Dollar General Corporation has a 1-year low of $66.43 and a 1-year high of $138.46.

Dollar General (NYSE:DG) last posted its quarterly earnings data on Thursday, December 4th. The company reported $1.28 EPS for the quarter, topping the consensus estimate of $0.95 by $0.33. Dollar General had a net margin of 3.03% and a return on equity of 18.59%. The business had revenue of $10.65 billion for the quarter, compared to analyst estimates of $10.60 billion. During the same quarter in the previous year, the firm posted $0.89 earnings per share. Dollar General’s quarterly revenue was up 4.6% on a year-over-year basis. Dollar General has set its FY 2025 guidance at 6.300-6.500 EPS. On average, equities analysts predict that Dollar General Corporation will post 5.75 EPS for the current fiscal year.

Dollar General Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, January 20th. Investors of record on Tuesday, January 6th will be given a dividend of $0.59 per share. This represents a $2.36 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend is Tuesday, January 6th. Dollar General’s dividend payout ratio (DPR) is 40.76%.

Dollar General 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.