Zacks Research Expects Increased Earnings for Dillard’s

Dillard’s, Inc. (NYSE:DDS) – Investment analysts at Zacks Research upped their FY2026 EPS estimates for Dillard’s in a research note issued to investors on Wednesday, December 24th. Zacks Research analyst Team now expects that the company will post earnings per share of $33.13 for the year, up from their previous estimate of $32.50. Zacks Research currently has a “Strong-Buy” rating on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share. Zacks Research also issued estimates for Dillard’s’ Q1 2027 earnings at $9.20 EPS, Q2 2027 earnings at $3.30 EPS, Q3 2027 earnings at $6.88 EPS, FY2027 earnings at $30.18 EPS, Q1 2028 earnings at $9.92 EPS and Q3 2028 earnings at $7.28 EPS.

Other equities research analysts have also issued research reports about the company. Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. JPMorgan Chase & Co. raised their target price on shares of Dillard’s from $411.00 to $524.00 and gave the company an “underweight” rating in a report on Tuesday, November 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Dillard’s in a research note on Wednesday, October 8th. Finally, UBS Group boosted their price target on shares of Dillard’s from $184.00 to $460.00 and gave the stock a “sell” rating in a report on Friday, November 28th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $511.33.

Dillard’s Trading Down 3.2%

NYSE:DDS opened at $611.65 on Monday. Dillard’s has a 12-month low of $282.24 and a 12-month high of $741.97. The firm has a market cap of $9.57 billion, a PE ratio of 16.60 and a beta of 1.25. The company has a current ratio of 2.19, a quick ratio of 1.00 and a debt-to-equity ratio of 0.21. The stock has a fifty day moving average price of $638.59 and a 200 day moving average price of $560.52.

Dillard’s (NYSE:DDS) last posted its quarterly earnings results on Thursday, November 13th. The company reported $8.31 EPS for the quarter, topping the consensus estimate of $6.43 by $1.88. Dillard’s had a net margin of 8.90% and a return on equity of 30.50%. The business had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.41 billion. During the same quarter in the previous year, the firm posted $7.73 earnings per share. The company’s quarterly revenue was up 2.9% compared to the same quarter last year.

Dillard’s Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Wednesday, December 31st will be paid a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 0.2%. The ex-dividend date is Wednesday, December 31st. Dillard’s’s dividend payout ratio (DPR) is currently 3.26%.

Insiders Place Their Bets

In related news, Director J C. Watts, Jr. sold 750 shares of the business’s stock in a transaction on Thursday, October 16th. The shares were sold at an average price of $594.60, for a total value of $445,950.00. Following the completion of the sale, the director directly owned 10,250 shares of the company’s stock, valued at $6,094,650. The trade was a 6.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 34.80% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Dillard’s

Hedge funds have recently made changes to their positions in the company. New Vernon Capital Holdings II LLC lifted its holdings in shares of Dillard’s by 26,618.5% in the 1st quarter. New Vernon Capital Holdings II LLC now owns 186,228 shares of the company’s stock valued at $66,694,000 after purchasing an additional 185,531 shares during the last quarter. Wedge Capital Management L L P NC increased its position in Dillard’s by 756.9% during the third quarter. Wedge Capital Management L L P NC now owns 70,880 shares of the company’s stock worth $43,554,000 after buying an additional 62,608 shares during the period. Balyasny Asset Management L.P. purchased a new stake in Dillard’s in the third quarter valued at approximately $31,813,000. Man Group plc lifted its stake in Dillard’s by 464.3% in the third quarter. Man Group plc now owns 38,806 shares of the company’s stock valued at $23,846,000 after buying an additional 31,929 shares during the last quarter. Finally, Goldman Sachs Group Inc. boosted its holdings in shares of Dillard’s by 75.6% in the first quarter. Goldman Sachs Group Inc. now owns 66,142 shares of the company’s stock valued at $23,687,000 after acquiring an additional 28,468 shares during the period. Hedge funds and other institutional investors own 67.15% of the company’s stock.

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.