Dillard’s (NYSE:DDS) Upgraded to “Buy” at Wall Street Zen

Wall Street Zen upgraded shares of Dillard’s (NYSE:DDS) from a hold rating to a buy rating in a report published on Saturday.

Other analysts have also issued reports about the stock. Zacks Research lowered shares of Dillard’s from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. UBS Group increased their price target on shares of Dillard’s from $460.00 to $465.00 and gave the stock a “sell” rating in a research report on Wednesday, May 6th. Finally, Weiss Ratings cut shares of Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, June 23rd. Three analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Reduce” and an average target price of $521.33.

Dillard’s Price Performance

Shares of NYSE:DDS opened at $559.68 on Friday. The company has a market cap of $8.74 billion, a price-to-earnings ratio of 12.82 and a beta of 1.15. The business has a 50 day moving average price of $572.30 and a 200 day moving average price of $587.38. The company has a quick ratio of 1.20, a current ratio of 3.03 and a debt-to-equity ratio of 0.16. Dillard’s has a twelve month low of $492.28 and a twelve month high of $741.97.

Dillard’s (NYSE:DDS) last released its earnings results on Thursday, August 13th. The company reported $6.25 earnings per share for the quarter, beating the consensus estimate of $4.29 by $1.96. Dillard’s had a net margin of 10.48% and a return on equity of 31.88%. The business had revenue of $1.53 billion during the quarter, compared to analysts’ expectations of $1.52 billion. Research analysts predict that Dillard’s will post 35.26 earnings per share for the current year.

Dillard’s Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Tuesday, June 30th were paid a $0.30 dividend. The ex-dividend date was Tuesday, June 30th. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.2%. Dillard’s’s payout ratio is 2.75%.

Insider Activity at Dillard’s

In other news, Director J C. Watts, Jr. sold 400 shares of the business’s stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $609.18, for a total value of $243,672.00. Following the transaction, the director directly owned 10,150 shares of the company’s stock, valued at $6,183,177. The trade was a 3.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 34.80% of the stock is owned by insiders.

Institutional Investors Weigh In On Dillard’s

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Northwestern Mutual Wealth Management Co. increased its position in Dillard’s by 28,394.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 226,529 shares of the company’s stock worth $137,354,000 after purchasing an additional 225,734 shares during the period. Renaissance Technologies LLC lifted its position in Dillard’s by 18.7% during the 1st quarter. Renaissance Technologies LLC now owns 142,180 shares of the company’s stock valued at $81,343,000 after purchasing an additional 22,400 shares during the period. AQR Capital Management LLC grew its position in shares of Dillard’s by 12.4% during the 4th quarter. AQR Capital Management LLC now owns 116,577 shares of the company’s stock worth $70,686,000 after buying an additional 12,863 shares during the period. Gotham Asset Management LLC grew its position in shares of Dillard’s by 10.7% during the 4th quarter. Gotham Asset Management LLC now owns 73,642 shares of the company’s stock worth $44,652,000 after buying an additional 7,123 shares during the period. Finally, UBS Group AG raised its stake in shares of Dillard’s by 27.7% during the fourth quarter. UBS Group AG now owns 67,895 shares of the company’s stock worth $41,167,000 after buying an additional 14,718 shares during the last quarter. Institutional investors and hedge funds own 67.15% of the company’s stock.

Key Stories Impacting Dillard’s

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

• Positive Sentiment: Adjusted earnings were $6.25 per share, substantially above estimates ranging from $4.04 to $4.29 and up from $4.66 a year earlier. Higher margins and tariff refunds helped lift profitability. Dillard’s Q2 Earnings Beat on Higher Margins and Tariff Refunds
• Positive Sentiment: Revenue of approximately $1.53 billion slightly exceeded the roughly $1.52 billion consensus estimate, while the company reduced debt, supporting balance-sheet strength and financial flexibility. Dillard’s Quarterly Earnings Results
• Positive Sentiment: Management maintained its fiscal 2026 outlook, indicating no immediate deterioration in expectations despite a challenging retail environment. Dillard’s Fiscal 2026 Outlook
• Neutral Sentiment: The sales performance was broadly in line with expectations, suggesting that the earnings upside came more from margin expansion and tariff-related refunds than from stronger-than-anticipated demand. Dillard’s Q2 Key Metrics
• Negative Sentiment: Shares declined after the results, likely reflecting investor concern that tariff refunds may be a one-time benefit and that the sizable EPS beat does not necessarily indicate equivalent improvement in underlying retail demand. Dillard’s Shares Fall After Earnings

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.