Dillard’s (NYSE:DDS) Releases Quarterly Earnings Results, Beats Expectations By $1.96 EPS

Dillard’s (NYSE:DDS) released its earnings results on Thursday. The company reported $6.25 EPS for the quarter, topping analysts’ consensus estimates of $4.29 by $1.96, Zacks reports. The business had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Dillard’s had a net margin of 10.48% and a return on equity of 31.88%.

Dillard’s Price Performance

Shares of Dillard’s stock traded down $54.13 on Friday, hitting $559.68. 157,973 shares of the company were exchanged, compared to its average volume of 142,100. The stock has a market capitalization of $8.74 billion, a price-to-earnings ratio of 12.82 and a beta of 1.15. The company has a 50-day moving average price of $572.30 and a 200 day moving average price of $587.38. Dillard’s has a 1-year low of $492.28 and a 1-year high of $741.97. The company has a quick ratio of 1.20, a current ratio of 3.03 and a debt-to-equity ratio of 0.16.

Dillard’s Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Tuesday, June 30th were paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 30th. Dillard’s’s dividend payout ratio (DPR) is 2.85%.

Insider Activity

In related news, Director J C. Watts, Jr. sold 400 shares of the stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $609.18, for a total value of $243,672.00. Following the completion of the sale, the director owned 10,150 shares of the company’s stock, valued at approximately $6,183,177. This trade represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 34.80% of the stock is owned by company insiders.

Institutional Trading of Dillard’s

Large investors have recently added to or reduced their stakes in the stock. Invesco Ltd. raised its holdings in shares of Dillard’s by 40.9% during the 4th quarter. Invesco Ltd. now owns 18,851 shares of the company’s stock worth $11,430,000 after acquiring an additional 5,473 shares during the period. Corient Private Wealth LLC grew its holdings in shares of Dillard’s by 63.4% in the fourth quarter. Corient Private Wealth LLC now owns 1,268 shares of the company’s stock valued at $769,000 after purchasing an additional 492 shares during the period. Mercer Global Advisors Inc. ADV grew its holdings in shares of Dillard’s by 42.6% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 1,278 shares of the company’s stock valued at $775,000 after purchasing an additional 382 shares during the period. XTX Topco Ltd acquired a new stake in Dillard’s during the fourth quarter worth about $729,000. Finally, SummitTX Capital L.P. increased its position in Dillard’s by 1.6% during the fourth quarter. SummitTX Capital L.P. now owns 2,856 shares of the company’s stock worth $1,732,000 after purchasing an additional 45 shares during the last quarter. 67.15% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dillard’s

Here are the key news stories impacting Dillard’s this week:

• Positive Sentiment: Adjusted earnings were $6.25 per share, substantially above estimates ranging from $4.04 to $4.29 and up from $4.66 a year earlier. Higher margins and tariff refunds helped lift profitability. Dillard’s Q2 Earnings Beat on Higher Margins and Tariff Refunds
• Positive Sentiment: Revenue of approximately $1.53 billion slightly exceeded the roughly $1.52 billion consensus estimate, while the company reduced debt, supporting balance-sheet strength and financial flexibility. Dillard’s Quarterly Earnings Results
• Positive Sentiment: Management maintained its fiscal 2026 outlook, indicating no immediate deterioration in expectations despite a challenging retail environment. Dillard’s Fiscal 2026 Outlook
• Neutral Sentiment: The sales performance was broadly in line with expectations, suggesting that the earnings upside came more from margin expansion and tariff-related refunds than from stronger-than-anticipated demand. Dillard’s Q2 Key Metrics
• Negative Sentiment: Shares declined after the results, likely reflecting investor concern that tariff refunds may be a one-time benefit and that the sizable EPS beat does not necessarily indicate equivalent improvement in underlying retail demand. Dillard’s Shares Fall After Earnings

Analyst Ratings Changes

Several research firms have commented on DDS. Weiss Ratings lowered Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, June 23rd. UBS Group lifted their price target on Dillard’s from $460.00 to $465.00 and gave the stock a “sell” rating in a research note on Wednesday, May 6th. Wall Street Zen upgraded Dillard’s from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Zacks Research downgraded Dillard’s from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Three analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $521.33.

About Dillard’s

Dillard’s, Inc (NYSE:DDS), headquartered in Little Rock, Arkansas, is a U.S.-based department store chain founded by William T. Dillard in 1938. Over more than eight decades of operation, the company has grown from a single store in Nashville, Arkansas, to a prominent retailer with a national footprint. Dillard’s equity is publicly traded on the New York Stock Exchange under the ticker DDS.

The company operates approximately 280 departmental stores across 29 states, offering a broad assortment of merchandise that includes men’s and women’s apparel, accessories, cosmetics, footwear, and home furnishings.