Dillard’s (NYSE:DDS) Posts Earnings Results

Dillard’s (NYSE:DDS) released its quarterly earnings results on Tuesday. The company reported $13.05 EPS for the quarter, beating analysts’ consensus estimates of $9.98 by $3.07, Briefing.com reports. Dillard’s had a net margin of 8.90% and a return on equity of 30.50%. The firm had revenue of $1.99 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same period in the previous year, the business earned $13.48 earnings per share. The company’s revenue for the quarter was down 3.0% compared to the same quarter last year.

Dillard’s Stock Down 7.9%

DDS traded down $50.78 on Tuesday, hitting $595.40. 302,195 shares of the company were exchanged, compared to its average volume of 149,405. The stock’s fifty day moving average is $643.70 and its 200-day moving average is $616.35. Dillard’s has a 12 month low of $282.24 and a 12 month high of $741.97. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.00 and a current ratio of 2.19. The company has a market cap of $9.31 billion, a PE ratio of 16.16 and a beta of 1.27.

Key Dillard’s News

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

• Positive Sentiment: Q4 EPS slightly beat consensus (reported $10.08 vs $9.98 est.), which provided an earnings bright spot. Dillard’s (DDS) Tops Q4 Earnings Estimates
• Positive Sentiment: Company returned sizable cash to holders — largest-ever dividend (~$484.8M) and ~$108M of share repurchases during the year — supporting shareholder value. Dillard’s, Inc. Reports Fiscal Year 2026 Operating Results and Dividend Highlights
• Positive Sentiment: Solid retail gross margin (40.8%) and roughly $1.1B in cash + short‑term investments reinforce liquidity and balance‑sheet strength. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Neutral Sentiment: Company reiterated near‑term estimates (capex, depreciation, etc.) and flagged forward‑looking assumptions — helpful for modeling but not a growth signal. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Neutral Sentiment: Planned store opening in Beavercreek, Ohio (March) signals ongoing brick‑and‑mortar expansion but is not material to near‑term revenue. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Negative Sentiment: Total retail sales were flat for the year and Q4 total/comparable store sales declined (~1%); revenue was down year‑over‑year, weighing on growth prospects. Dillard’s (NYSE:DDS) misses Q4 CY2025 sales expectations
• Negative Sentiment: Operating expenses rose (payroll-driven), and full‑year net income and EPS fell slightly versus prior year — margin pressure is a concern. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Negative Sentiment: Analysts/market commentary emphasize the mixed print — beat on EPS but weak sales and cautious tone — and several recent analyst ratings/targets sit well below the current price, prompting profit‑taking. What’s Going On With Dillard’s Stock Today?

Analysts Set New Price Targets

Several research analysts have recently issued reports on DDS shares. JPMorgan Chase & Co. raised their price target on Dillard’s from $411.00 to $524.00 and gave the stock an “underweight” rating in a research report on Tuesday, November 25th. UBS Group upped their price objective on Dillard’s from $184.00 to $460.00 and gave the company a “sell” rating in a report on Friday, November 28th. Zacks Research upgraded Dillard’s from a “hold” rating to a “strong-buy” rating in a report on Friday, November 28th. Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Dillard’s in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $511.33.

Institutional Trading of Dillard’s

Hedge funds have recently made changes to their positions in the business. Balyasny Asset Management L.P. acquired a new stake in Dillard’s during the third quarter worth about $31,813,000. Man Group plc lifted its holdings in shares of Dillard’s by 464.3% during the 3rd quarter. Man Group plc now owns 38,806 shares of the company’s stock worth $23,846,000 after acquiring an additional 31,929 shares during the period. Goldman Sachs Group Inc. boosted its position in shares of Dillard’s by 75.6% during the 1st quarter. Goldman Sachs Group Inc. now owns 66,142 shares of the company’s stock worth $23,687,000 after acquiring an additional 28,468 shares in the last quarter. Millennium Management LLC increased its stake in Dillard’s by 201.9% in the fourth quarter. Millennium Management LLC now owns 32,599 shares of the company’s stock valued at $19,766,000 after acquiring an additional 21,800 shares during the last quarter. Finally, Two Sigma Investments LP increased its stake in Dillard’s by 362.4% in the third quarter. Two Sigma Investments LP now owns 24,625 shares of the company’s stock valued at $15,132,000 after acquiring an additional 19,299 shares during the last quarter. 67.15% of the stock is owned by institutional investors and hedge funds.

Dillard’s Company Profile

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.