Dillard's Q1 EPS Forecast Reduced by Telsey Advisory Group

Dillard's, Inc. (NYSE:DDS - Free Report) - Telsey Advisory Group reduced their Q1 2026 earnings per share estimates for Dillard's in a note issued to investors on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $9.25 per share for the quarter, down from their previous estimate of $9.99. Telsey Advisory Group currently has a "Market Perform" rating and a $450.00 target price on the stock. The consensus estimate for Dillard's' current full-year earnings is $33.25 per share. Telsey Advisory Group also issued estimates for Dillard's' Q2 2026 earnings at $3.41 EPS, Q3 2026 earnings at $6.42 EPS, FY2026 earnings at $28.60 EPS and FY2027 earnings at $25.00 EPS.

A number of other equities research analysts also recently weighed in on DDS. UBS Group lifted their price target on shares of Dillard's from $200.00 to $202.00 and gave the company a "sell" rating in a research report on Friday. StockNews.com cut shares of Dillard's from a "buy" rating to a "hold" rating in a research note on Tuesday, February 25th.

Dillard's Stock Performance

Shares of DDS stock traded up $2.23 on Friday, hitting $369.10. The company's stock had a trading volume of 240,812 shares, compared to its average volume of 124,907. Dillard's has a fifty-two week low of $328.00 and a fifty-two week high of $510.00. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.02 and a current ratio of 2.38. The stock's 50 day moving average is $461.65 and its 200-day moving average is $414.86. The company has a market capitalization of $5.87 billion, a PE ratio of 9.50 and a beta of 0.88.

Dillard's (NYSE:DDS - Get Free Report) last issued its quarterly earnings data on Tuesday, February 25th. The company reported $13.48 EPS for the quarter, beating analysts' consensus estimates of $9.84 by $3.64. Dillard's had a return on equity of 32.13% and a net margin of 9.55%. The firm had revenue of $2.05 billion for the quarter, compared to analyst estimates of $1.49 billion. During the same period in the prior year, the firm posted $15.44 EPS. The company's revenue for the quarter was down 5.0% on a year-over-year basis.

Dillard's Cuts Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 5th. Stockholders of record on Monday, March 31st will be paid a $0.25 dividend. The ex-dividend date of this dividend is Monday, March 31st. This represents a $1.00 dividend on an annualized basis and a dividend yield of 0.27%. Dillard's's payout ratio is currently 2.71%.

Insider Activity at Dillard's

In related news, VP Tom W. Bolin sold 300 shares of the business's stock in a transaction on Tuesday, January 14th. The stock was sold at an average price of $433.45, for a total transaction of $130,035.00. Following the sale, the vice president now owns 1,167 shares in the company, valued at $505,836.15. The trade was a 20.45 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 33.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Dillard's

Several large investors have recently bought and sold shares of DDS. Creative Planning boosted its position in Dillard's by 49.7% during the 3rd quarter. Creative Planning now owns 1,500 shares of the company's stock worth $576,000 after buying an additional 498 shares during the period. Allspring Global Investments Holdings LLC raised its position in Dillard's by 11.0% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 455 shares of the company's stock worth $175,000 after purchasing an additional 45 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. bought a new position in Dillard's during the 3rd quarter worth $70,000. Wealth Enhancement Advisory Services LLC lifted its holdings in Dillard's by 70.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 1,176 shares of the company's stock worth $451,000 after buying an additional 488 shares during the period. Finally, US Bancorp DE grew its position in shares of Dillard's by 61.3% in the 3rd quarter. US Bancorp DE now owns 129 shares of the company's stock valued at $49,000 after buying an additional 49 shares during the last quarter. 67.15% of the stock is currently owned by institutional investors.

About Dillard's

Dillard's, Inc engages in the retail of fashion apparel, cosmetics, and home furnishings, and other consumer goods. It operates through the Retail Operations and Construction segments. The Retail Operations segment comprises sells cosmetics, ladies' apparel, ladies' accessories and lingerie, juniors' and children's apparel, men's apparel and accessories, shoes, and home and furniture products.