Dillard’s (NYSE:DDS) Issues Earnings Results

Dillard’s (NYSE:DDS) posted its quarterly earnings results on Thursday. The company reported $6.25 EPS for the quarter, beating the consensus estimate of $4.29 by $1.96, Zacks reports. Dillard’s had a net margin of 10.09% and a return on equity of 31.43%.

Dillard’s Stock Down 3.8%

Shares of Dillard’s stock traded down $24.22 on Thursday, reaching $611.80. The stock had a trading volume of 118,359 shares, compared to its average volume of 127,408. The company has a quick ratio of 1.20, a current ratio of 2.37 and a debt-to-equity ratio of 0.21. The stock has a market capitalization of $9.56 billion, a P/E ratio of 14.55 and a beta of 1.15. The company has a 50 day moving average price of $573.24 and a 200 day moving average price of $587.69. Dillard’s has a 1 year low of $487.74 and a 1 year high of $741.97.

Dillard’s Dividend Announcement

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

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on DDS. Zacks Research lowered shares of Dillard’s from a “strong-buy” rating to a “hold” rating in a report on Monday, July 27th. Wall Street Zen lowered Dillard’s from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Weiss Ratings cut Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, June 23rd. Finally, UBS Group lifted their price target on Dillard’s from $460.00 to $465.00 and gave the company a “sell” rating in a report on Wednesday, May 6th. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Reduce” and a consensus price target of $521.33.

Key Dillard’s News

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

• Positive Sentiment: Second-quarter earnings were $6.25 per share, well above the Zacks consensus estimate of $4.04 and the $4.66 reported a year earlier. Another estimate placed consensus at $4.29, still implying a significant beat. Dillard’s Beats Q2 Earnings Estimates
• Positive Sentiment: The company reported a 10.09% net margin and 31.43% return on equity, indicating strong profitability. Reports attributed part of the margin benefit to tariff refunds, which helped offset cost pressures. Dillard’s Q2 Profit Beats Forecasts
• Neutral Sentiment: Dillard’s released results for the 13 and 26 weeks ended August 1, 2026. Investors are assessing the detailed operating metrics, including how sales, margins and other key measures compared with Wall Street forecasts and year-ago levels. Dillard’s Q2 Key Metrics Versus Estimates
• Negative Sentiment: Quarterly sales were reported as broadly in line with estimates, rather than materially exceeding them. That may have limited enthusiasm around the earnings beat, particularly because the margin boost benefited from tariff refunds that may not recur. Dillard’s Sales In Line With Estimates

Insider Buying and Selling

In related news, Director J C. Watts, Jr. sold 400 shares of the stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $609.18, for a total transaction of $243,672.00. Following the completion of the sale, the director owned 10,150 shares of the company’s stock, valued at $6,183,177. This represents a 3.79% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 34.80% of the stock is owned by insiders.

Hedge Funds Weigh In On Dillard’s

Large investors have recently made changes to their positions in the business. New York State Common Retirement Fund increased its holdings in shares of Dillard’s by 0.9% in the 4th quarter. New York State Common Retirement Fund now owns 1,729 shares of the company’s stock valued at $1,048,000 after acquiring an additional 16 shares during the last quarter. Cetera Investment Advisers lifted its stake in Dillard’s by 4.2% during the fourth quarter. Cetera Investment Advisers now owns 399 shares of the company’s stock worth $242,000 after purchasing an additional 16 shares during the last quarter. Mercer Global Advisors Inc. ADV lifted its stake in Dillard’s by 3.1% during the third quarter. Mercer Global Advisors Inc. ADV now owns 896 shares of the company’s stock worth $551,000 after purchasing an additional 27 shares during the last quarter. Geneos Wealth Management Inc. boosted its holdings in Dillard’s by 14.8% in the second quarter. Geneos Wealth Management Inc. now owns 263 shares of the company’s stock worth $110,000 after purchasing an additional 34 shares during the period. Finally, Rafferty Asset Management LLC boosted its holdings in Dillard’s by 5.1% in the second quarter. Rafferty Asset Management LLC now owns 892 shares of the company’s stock worth $373,000 after purchasing an additional 43 shares during the period. 67.15% of the stock is 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.