Zacks Research Has Positive Outlook of Dillard’s Q2 Earnings

Dillard’s, Inc. (NYSE:DDS) – Equities researchers at Zacks Research raised their Q2 2027 earnings per share (EPS) estimates for Dillard’s in a note issued to investors on Tuesday, March 10th. Zacks Research analyst Team now anticipates that the company will earn $3.83 per share for the quarter, up from their previous estimate of $3.30. Zacks Research has a “Hold” 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’ Q3 2027 earnings at $7.46 EPS and FY2027 earnings at $31.93 EPS.

Dillard’s (NYSE:DDS) last issued its quarterly earnings data on Tuesday, February 24th. The company reported $13.05 earnings per share for the quarter, beating the consensus estimate of $9.98 by $3.07. The business had revenue of $1.99 billion for the quarter, compared to analysts’ expectations of $2.03 billion. Dillard’s had a return on equity of 27.55% and a net margin of 8.81%.The business’s revenue was down 3.0% on a year-over-year basis. During the same period last year, the business earned $13.48 EPS.

A number of other equities research analysts also recently issued reports on the stock. Wall Street Zen raised shares of Dillard’s from a “hold” rating to a “buy” rating in a research report on Sunday. Telsey Advisory Group cut their target price on Dillard’s from $700.00 to $650.00 and set a “market perform” rating on the stock in a research note on Wednesday, February 25th. JPMorgan Chase & Co. decreased their price target on Dillard’s from $524.00 to $449.00 and set an “underweight” rating for the company in a research report on Wednesday, February 25th. Weiss Ratings reiterated a “hold (c)” rating on shares of Dillard’s in a report on Wednesday, January 21st. Finally, UBS Group boosted their price objective on Dillard’s from $184.00 to $460.00 and gave the stock a “sell” rating in a research report on Friday, November 28th. Three 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, the stock presently has a consensus rating of “Reduce” and a consensus target price of $519.67.

Dillard’s Stock Performance

Shares of DDS stock opened at $602.34 on Thursday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.65 and a quick ratio of 1.31. The firm has a 50-day moving average of $638.20 and a 200-day moving average of $623.41. Dillard’s has a one year low of $282.24 and a one year high of $741.97. The company has a market cap of $9.42 billion, a P/E ratio of 16.54 and a beta of 1.30.

Dillard’s Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Tuesday, March 31st will be given a dividend of $0.30 per share. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, March 31st. Dillard’s’s dividend payout ratio is currently 3.30%.

Institutional Investors Weigh In On Dillard’s

Several large investors have recently modified their holdings of the stock. Royal Bank of Canada lifted its stake in Dillard’s by 322.9% in the first quarter. Royal Bank of Canada now owns 3,510 shares of the company’s stock valued at $1,257,000 after purchasing an additional 2,680 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Dillard’s by 110.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 139 shares of the company’s stock worth $50,000 after buying an additional 73 shares during the last quarter. Millennium Management LLC raised its stake in shares of Dillard’s by 18.3% in the first quarter. Millennium Management LLC now owns 44,703 shares of the company’s stock valued at $16,009,000 after buying an additional 6,913 shares during the period. Goldman Sachs Group Inc. raised its stake in shares of Dillard’s by 75.6% in the first quarter. Goldman Sachs Group Inc. now owns 66,142 shares of the company’s stock valued at $23,687,000 after buying an additional 28,468 shares during the period. Finally, Jane Street Group LLC purchased a new position in shares of Dillard’s during the 1st quarter valued at $3,746,000. Hedge funds and other institutional investors own 67.15% of the company’s stock.

Dillard’s News Summary

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

• Positive Sentiment: Zacks raised several near‑term estimates — Q2 2027 to $3.83 (from $3.30), Q3 2027 to $7.46 (from $6.88) and lifted FY2027 estimates to $31.93 (from $30.18), signaling stronger-than-expected profit outlooks for the coming year. Zacks Raises EPS Estimates
• Positive Sentiment: Zacks also bumped FY2028/FY2029 and several quarterly forecasts (examples: Q1 2027, Q1 2028, Q3 2028), indicating upward revisions across multiple years — a positive signal for medium‑term earnings power. Zacks Multi‑Year Estimate Raises
• Neutral Sentiment: Broader media coverage is mixed — a recent Yahoo Finance roundup of consumer stocks mentions one name worth investigating and two to avoid; the piece may include Dillard’s context but is not a clear buy/sell signal on its own. 1 Consumer Stock Worth Investigating and 2 We Brush Off
• Negative Sentiment: Zacks maintained a “Hold” rating and made small downgrades on a couple of quarters (Q4 2027 trimmed to $10.75 from $10.80; Q2 2028 to $3.75 from $3.76), reminding investors that revisions are modest and not a wholesale upgrade of the thesis. Zacks Minor Downgrades

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.