Dillard’s (NYSE:DDS) Shares Down 5.9% – Here’s Why

Shares of Dillard’s, Inc. (NYSE:DDS) traded down 5.9% on Friday . The stock traded as low as $580.95 and last traded at $577.6330. Approximately 72,107 shares traded hands during mid-day trading, a decline of 43% from the average session volume of 127,372 shares. The stock had previously closed at $613.81.

Dillard’s News Roundup

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

• Positive Sentiment: Second-quarter earnings were $6.25 per share, well above estimates of approximately $4.04–$4.29 and up from $4.66 a year earlier. Revenue of $1.53 billion was slightly ahead of the $1.52 billion consensus. Dillard’s Beats Q2 Earnings Estimates
• Positive Sentiment: Higher margins and refunds related to tariffs provided a significant boost to profitability. Dillard’s also reduced debt, supporting its balance sheet and financial flexibility. Dillard’s Q2 Earnings Beat on Higher Margins and Tariff Refunds
• Neutral Sentiment: Management maintained its fiscal 2026 outlook, offering stability but not a stronger forecast that could have further supported the shares. Dillard’s Reports Second-Quarter and Year-to-Date Results
• Negative Sentiment: Although profit exceeded expectations, sales were only roughly in line with estimates, suggesting limited top-line momentum. Investors may also view tariff refunds as a potentially temporary benefit rather than evidence of recurring earnings growth. Dillard’s Sales In Line With Estimates

Analysts Set New Price Targets

DDS has been the topic of several recent analyst reports. Wall Street Zen cut shares of Dillard’s from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Zacks Research lowered shares of Dillard’s from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. UBS Group increased their price target on shares of Dillard’s from $460.00 to $465.00 and gave the company a “sell” rating in a research report on Wednesday, May 6th. Finally, Weiss Ratings lowered shares of Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a report on Tuesday, June 23rd. Three investment analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Reduce” and an average target price of $521.33.

Dillard’s Trading Down 6.5%

The firm has a fifty day simple moving average of $573.21 and a two-hundred day simple moving average of $587.57. The company has a current ratio of 2.37, a quick ratio of 1.20 and a debt-to-equity ratio of 0.21. The firm has a market cap of $8.97 billion, a PE ratio of 13.67 and a beta of 1.15.

Dillard’s (NYSE:DDS) last released its earnings results on Thursday, August 13th. The company reported $6.25 EPS for the quarter, topping analysts’ consensus estimates of $4.29 by $1.96. The firm had revenue of $1.53 billion during the quarter, compared to the consensus estimate of $1.52 billion. Dillard’s had a return on equity of 31.43% and a net margin of 10.09%. Equities analysts forecast that Dillard’s, Inc. will post 35.26 EPS for the current year.

Dillard’s Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Tuesday, June 30th were given a dividend of $0.30 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.20 dividend on an annualized basis and a yield of 0.2%. Dillard’s’s dividend payout ratio (DPR) is currently 2.85%.

Insider Buying and Selling

In other news, Director J C. Watts, Jr. sold 400 shares of the company’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $609.18, for a total value of $243,672.00. Following the sale, the director directly owned 10,150 shares of the company’s stock, valued at $6,183,177. This represents a 3.79% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 34.80% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in DDS. Rockefeller Capital Management L.P. boosted its holdings in Dillard’s by 108.7% in the fourth quarter. Rockefeller Capital Management L.P. now owns 48 shares of the company’s stock valued at $29,000 after purchasing an additional 25 shares during the last quarter. Atlas Capital Advisors Inc. purchased a new position in shares of Dillard’s during the 4th quarter valued at about $29,000. Quarry LP purchased a new position in shares of Dillard’s during the 3rd quarter valued at about $33,000. Global Retirement Partners LLC lifted its holdings in shares of Dillard’s by 6,300.0% in the 4th quarter. Global Retirement Partners LLC now owns 64 shares of the company’s stock valued at $39,000 after buying an additional 63 shares during the period. Finally, EverSource Wealth Advisors LLC boosted its stake in shares of Dillard’s by 790.0% in the second quarter. EverSource Wealth Advisors LLC now owns 89 shares of the company’s stock worth $37,000 after buying an additional 79 shares during the last quarter. 67.15% of the stock is currently owned by institutional investors and hedge funds.

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.