Zacks Research Downgrades Dillard’s (NYSE:DDS) to Hold

Dillard’s (NYSE:DDS) was downgraded by analysts at Zacks Research from a “strong-buy” rating to a “hold” rating in a research note issued on Monday,Zacks.com reports.

DDS has been the subject of a number of other research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Dillard’s in a report on Wednesday, January 21st. JPMorgan Chase & Co. upped their price objective on Dillard’s from $411.00 to $524.00 and gave the company an “underweight” rating in a research report on Tuesday, November 25th. UBS Group raised their price objective on Dillard’s from $184.00 to $460.00 and gave the company a “sell” rating in a research note on Friday, November 28th. Finally, Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Reduce” and a consensus target price of $511.33.

Dillard’s Trading Down 7.9%

DDS stock opened at $595.40 on Monday. The firm has a fifty day moving average price of $643.70 and a 200 day moving average price of $616.35. Dillard’s has a fifty-two week low of $282.24 and a fifty-two week high of $741.97. The firm has a market cap of $9.31 billion, a PE ratio of 16.16 and a beta of 1.27. The company has a debt-to-equity ratio of 0.21, a quick ratio of 1.00 and a current ratio of 2.19.

Dillard’s (NYSE:DDS) last released its quarterly earnings data on Tuesday, February 24th. The company reported $13.05 EPS for the quarter, beating the consensus estimate of $9.98 by $3.07. Dillard’s had a net margin of 8.90% and a return on equity of 30.50%. The business had revenue of $1.99 billion during the quarter, compared to analyst estimates of $2.03 billion. During the same quarter last year, the business earned $13.48 earnings per share. Dillard’s’s quarterly revenue was down 3.0% compared to the same quarter last year. Sell-side analysts anticipate that Dillard’s will post 33.25 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Dillard’s

Hedge funds and other institutional investors have recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. lifted its stake in shares of Dillard’s by 28,394.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 226,529 shares of the company’s stock worth $137,354,000 after acquiring an additional 225,734 shares during the last quarter. Wedge Capital Management L L P NC increased its stake in Dillard’s by 756.9% in the third quarter. Wedge Capital Management L L P NC now owns 70,880 shares of the company’s stock worth $43,554,000 after purchasing an additional 62,608 shares during the period. Norges Bank bought a new stake in shares of Dillard’s during the fourth quarter worth $36,598,000. Balyasny Asset Management L.P. bought a new stake in shares of Dillard’s during the third quarter worth $31,813,000. Finally, Man Group plc boosted its stake in shares of Dillard’s by 464.3% during the third quarter. Man Group plc now owns 38,806 shares of the company’s stock valued at $23,846,000 after purchasing an additional 31,929 shares during the period. 67.15% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Dillard’s

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?

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.