Dillard’s (NYSE:DDS) Issues Earnings Results, Beats Expectations By $1.96 EPS

Dillard’s (NYSE:DDSGet Free Report) issued its earnings results on Thursday. The company reported $6.25 EPS for the quarter, topping the consensus estimate of $4.29 by $1.96, Zacks reports. The business 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%.

Dillard’s Price Performance

DDS traded down $26.39 on Friday, reaching $587.42. The company had a trading volume of 56,530 shares, compared to its average volume of 127,302. Dillard’s has a 52-week low of $492.28 and a 52-week high of $741.97. The company has a market cap of $9.18 billion, a price-to-earnings ratio of 13.96 and a beta of 1.15. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.20 and a current ratio of 2.37. The business has a 50 day simple moving average of $573.21 and a 200 day simple moving average of $587.57.

Dillard’s Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Tuesday, June 30th were paid a $0.30 dividend. This represents a $1.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend was Tuesday, June 30th. 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 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 transaction, the director owned 10,150 shares of the company’s stock, valued at $6,183,177. This represents a 3.79% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 34.80% of the stock is currently owned by corporate insiders.

Institutional Trading of Dillard’s

A number of hedge funds have recently made changes to their positions in the stock. Atlas Capital Advisors Inc. bought a new position in Dillard’s in the fourth quarter valued at $29,000. Quarry LP bought a new stake in Dillard’s during the third quarter worth about $33,000. Global Retirement Partners LLC lifted its stake in Dillard’s by 6,300.0% during the fourth quarter. Global Retirement Partners LLC now owns 64 shares of the company’s stock worth $39,000 after purchasing an additional 63 shares during the last quarter. EverSource Wealth Advisors LLC boosted its holdings in shares of Dillard’s by 790.0% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 89 shares of the company’s stock worth $37,000 after purchasing an additional 79 shares in the last quarter. Finally, BI Asset Management Fondsmaeglerselskab A S purchased a new position in shares of Dillard’s in the 2nd quarter worth about $55,000. 67.15% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Weiss Ratings cut Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, June 23rd. Wall Street Zen cut shares of Dillard’s from a “buy” rating to a “hold” rating in a research note 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. Finally, UBS Group upped their target price on shares of Dillard’s from $460.00 to $465.00 and gave the stock a “sell” rating in a report on Wednesday, May 6th. Three analysts have rated the stock with a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Dillard’s has a consensus rating of “Reduce” and a consensus target price of $521.33.

Get Our Latest Research Report on DDS

Key Headlines Impacting Dillard’s

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

  • Positive Sentiment: Dillard’s reported quarterly EPS of $6.25, well above analyst estimates of approximately $4.04–$4.29 and up from $4.66 a year earlier. Revenue of $1.53 billion was broadly in line with the $1.52 billion consensus estimate. Dillard’s Beats Q2 Earnings Estimates
  • Positive Sentiment: Higher margins and tariff refunds significantly supported profitability. The company also reduced debt and maintained its fiscal 2026 outlook, providing evidence of balance-sheet discipline and continued confidence in its business. Dillard’s Q2 Earnings Beat on Higher Margins and Tariff Refunds
  • Positive Sentiment: Profitability remained strong, with a reported net margin of 10.09% and return on equity of 31.43%. These metrics, along with the company’s relatively modest debt-to-equity ratio, may support the stock’s fundamental appeal. Dillard’s Quarterly Earnings Data
  • Neutral Sentiment: Sales were essentially in line with expectations, suggesting the earnings beat was driven more by margins, cost management and tariff-related benefits than by stronger-than-expected demand. Dillard’s Sales In Line With Estimates
  • Negative Sentiment: Shares decreased following the results despite the earnings beat, likely reflecting concern that tariff refunds are a temporary benefit and that sales momentum did not exceed expectations. The stock also remains below its 52-week high, keeping valuation and future growth expectations in focus. Dillard’s Shares Fall

Dillard’s Company Profile

(Get Free Report)

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.

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Earnings History for Dillard's (NYSE:DDS)

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