Telsey Advisory Group Predicts Dillard's Q1 Earnings

Dillard's, Inc. (NYSE:DDS - Free Report) - Investment analysts at Telsey Advisory Group dropped their Q1 2026 earnings per share estimates for Dillard's in a report released on Friday, November 15th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $9.99 per share for the quarter, down from their previous forecast of $10.00. Telsey Advisory Group has a "Market Perform" rating and a $450.00 price target on the stock. The consensus estimate for Dillard's' current full-year earnings is $31.20 per share. Telsey Advisory Group also issued estimates for Dillard's' Q2 2026 earnings at $3.92 EPS.

Dillard's (NYSE:DDS - Get Free Report) last announced its quarterly earnings data on Thursday, August 15th. The company reported $4.59 earnings per share for the quarter, missing the consensus estimate of $5.97 by ($1.38). The firm had revenue of $1.49 billion during the quarter, compared to analyst estimates of $1.53 billion. Dillard's had a net margin of 9.55% and a return on equity of 32.13%. The company's quarterly revenue was down 6.7% compared to the same quarter last year. During the same quarter last year, the company earned $7.98 EPS.

Several other analysts have also commented on DDS. StockNews.com raised shares of Dillard's from a "hold" rating to a "buy" rating in a research note on Friday. UBS Group upped their price target on Dillard's from $194.00 to $198.00 and gave the company a "sell" rating in a report on Friday.

Dillard's Price Performance

NYSE DDS traded up $4.21 on Monday, reaching $431.13. The company's stock had a trading volume of 115,598 shares, compared to its average volume of 118,432. Dillard's has a twelve month low of $328.00 and a twelve month high of $476.48. The company has a debt-to-equity ratio of 0.27, a quick ratio of 1.62 and a current ratio of 2.38. The firm's 50 day moving average is $376.07 and its two-hundred day moving average is $397.49. The stock has a market cap of $6.98 billion, a PE ratio of 10.84 and a beta of 0.86.

Institutional Trading of Dillard's

A number of hedge funds have recently bought and sold shares of the company. Atlantic Edge Private Wealth Management LLC purchased a new stake in shares of Dillard's in the 2nd quarter valued at approximately $26,000. Capital Performance Advisors LLP acquired a new stake in Dillard's during the 3rd quarter valued at $29,000. US Bancorp DE lifted its holdings in shares of Dillard's by 61.3% in the third quarter. US Bancorp DE now owns 129 shares of the company's stock valued at $49,000 after purchasing an additional 49 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. acquired a new stake in shares of Dillard's in the third quarter worth $70,000. Finally, Point72 Hong Kong Ltd grew its holdings in shares of Dillard's by 430.3% during the second quarter. Point72 Hong Kong Ltd now owns 175 shares of the company's stock valued at $77,000 after buying an additional 142 shares in the last quarter. 67.15% of the stock is owned by hedge funds and other institutional investors.

Dillard's Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, November 4th. Shareholders of record on Monday, September 30th were issued a dividend of $0.25 per share. The ex-dividend date of this dividend was Monday, September 30th. This represents a $1.00 annualized dividend and a yield of 0.23%. Dillard's's payout ratio is presently 2.57%.

About Dillard's

Dillard's, Inc operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. The company's stores offer merchandise, including fashion apparel for women, men, and children; and accessories, cosmetics, home furnishings, and other consumer goods.