FY2026 EPS Estimate for Dillard’s Increased by Analyst

Dillard’s, Inc. (NYSE:DDS) – Analysts at Zacks Research upped their FY2026 EPS estimates for shares of Dillard’s in a research note issued to investors on Wednesday, December 24th. Zacks Research analyst Team now anticipates that the company will post earnings per share of $33.13 for the year, up from their prior forecast of $32.50. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share. Zacks Research also issued estimates for Dillard’s’ Q1 2027 earnings at $9.20 EPS, Q2 2027 earnings at $3.30 EPS, Q3 2027 earnings at $6.88 EPS, FY2027 earnings at $30.18 EPS, Q1 2028 earnings at $9.92 EPS and Q3 2028 earnings at $7.28 EPS.

Dillard’s (NYSE:DDS) last announced its earnings results on Thursday, November 13th. The company reported $8.31 earnings per share for the quarter, beating analysts’ consensus estimates of $6.43 by $1.88. Dillard’s had a net margin of 8.90% and a return on equity of 30.50%. The business had revenue of $1.49 billion during the quarter, compared to the consensus estimate of $1.41 billion. During the same quarter last year, the firm earned $7.73 earnings per share. The business’s revenue for the quarter was up 2.9% on a year-over-year basis.

Several other equities research analysts also recently commented on DDS. Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a report on Saturday, November 8th. JPMorgan Chase & Co. lifted 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. Weiss Ratings reissued a “hold (c)” rating on shares of Dillard’s in a research report on Wednesday, October 8th. Finally, UBS Group lifted their target price on shares of Dillard’s from $184.00 to $460.00 and gave the stock a “sell” rating in a report on Friday, November 28th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, Dillard’s currently has a consensus rating of “Hold” and a consensus target price of $511.33.

Dillard’s Stock Performance

Shares of DDS opened at $630.31 on Monday. The company has a quick ratio of 1.00, a current ratio of 2.19 and a debt-to-equity ratio of 0.21. The stock has a market cap of $9.86 billion, a P/E ratio of 17.11 and a beta of 1.25. The business’s 50 day moving average price is $637.51 and its 200-day moving average price is $557.41. Dillard’s has a 52 week low of $282.24 and a 52 week high of $741.97.

Dillard’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Wednesday, December 31st will be paid a dividend of $0.30 per share. The ex-dividend date is Wednesday, December 31st. This represents a $1.20 annualized dividend and a yield of 0.2%. Dillard’s’s dividend payout ratio is currently 3.26%.

Insider Transactions at Dillard’s

In other news, Director J C. Watts, Jr. sold 750 shares of the firm’s stock in a transaction dated Thursday, October 16th. The shares were sold at an average price of $594.60, for a total transaction of $445,950.00. Following the sale, the director owned 10,250 shares of the company’s stock, valued at $6,094,650. This trade represents a 6.82% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Corporate insiders own 34.80% of the company’s stock.

Institutional Investors Weigh In On Dillard’s

Several institutional investors and hedge funds have recently added to or reduced their stakes in DDS. Blue Trust Inc. raised its stake in Dillard’s by 7.5% during the 3rd quarter. Blue Trust Inc. now owns 300 shares of the company’s stock valued at $184,000 after buying an additional 21 shares during the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of Dillard’s by 1.8% in the second quarter. Envestnet Asset Management Inc. now owns 1,325 shares of the company’s stock worth $554,000 after acquiring an additional 23 shares during the period. Teacher Retirement System of Texas increased its position in Dillard’s by 2.3% during the third quarter. Teacher Retirement System of Texas now owns 1,040 shares of the company’s stock valued at $639,000 after acquiring an additional 23 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its holdings in Dillard’s by 3.1% in the third quarter. Mercer Global Advisors Inc. ADV now owns 896 shares of the company’s stock valued at $551,000 after acquiring an additional 27 shares during the period. Finally, Inspire Investing LLC lifted its holdings in Dillard’s by 3.5% in the first quarter. Inspire Investing LLC now owns 959 shares of the company’s stock valued at $343,000 after acquiring an additional 32 shares during the period. Hedge funds and other institutional investors own 67.15% of the company’s stock.

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.