Q4 EPS Estimates for Dillard's Increased by Analyst

Dillard's, Inc. (NYSE:DDS - Free Report) - Equities research analysts at Telsey Advisory Group increased their Q4 2026 earnings estimates for Dillard's in a research report issued to clients and investors on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will earn $9.52 per share for the quarter, up from their previous forecast of $9.33. 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 $33.25 per share.

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

Other equities research analysts also recently issued reports about the stock. UBS Group upped their price target on shares of Dillard's from $200.00 to $202.00 and gave the company a "sell" rating in a report on Friday. StockNews.com lowered shares of Dillard's from a "buy" rating to a "hold" rating in a research report on Tuesday, February 25th.

Dillard's Price Performance

Shares of Dillard's stock traded down $21.83 during trading on Thursday, hitting $367.26. The stock had a trading volume of 229,192 shares, compared to its average volume of 124,450. The business has a fifty day moving average of $463.18 and a two-hundred day moving average of $414.73. Dillard's has a fifty-two week low of $328.00 and a fifty-two week high of $510.00. The firm has a market cap of $5.84 billion, a P/E ratio of 9.45 and a beta of 0.88. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.38 and a quick ratio of 1.02.

Institutional Investors Weigh In On Dillard's

A number of institutional investors have recently modified their holdings of DDS. PNC Financial Services Group Inc. raised its stake in shares of Dillard's by 177.3% during the 4th quarter. PNC Financial Services Group Inc. now owns 61 shares of the company's stock worth $26,000 after purchasing an additional 39 shares in the last quarter. Capital Performance Advisors LLP acquired a new position in Dillard's in the third quarter worth approximately $29,000. Aster Capital Management DIFC Ltd bought a new position in Dillard's during the fourth quarter valued at approximately $36,000. US Bancorp DE lifted its stake in 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 acquiring an additional 49 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. acquired a new stake in Dillard's in the third quarter valued at approximately $70,000. Institutional investors and hedge funds own 67.15% of the company's stock.

Insiders Place Their Bets

In related news, VP Tom W. Bolin sold 300 shares of the business's stock in a transaction that occurred on Tuesday, January 14th. The shares were sold at an average price of $433.45, for a total transaction of $130,035.00. Following the transaction, the vice president now directly owns 1,167 shares of the company's stock, valued at approximately $505,836.15. The trade was a 20.45 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 33.80% of the company's stock.

Dillard's Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 5th. Shareholders of record on Monday, March 31st will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a yield of 0.27%. The ex-dividend date is Monday, March 31st. Dillard's's payout ratio is 2.71%.

Dillard's Company Profile

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.