Telsey Advisory Group Expects Higher Earnings for Dillard’s

Dillard’s, Inc. (NYSE:DDS) – Stock analysts at Telsey Advisory Group raised their Q4 2026 earnings per share (EPS) estimates for Dillard’s in a report released on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $9.52 per share for the quarter, up from their previous estimate of $9.33. Telsey Advisory Group has a “Market Perform” rating and a $450.00 price objective on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share.

Dillard’s (NYSE:DDS) last issued its earnings results on Tuesday, February 25th. The company reported $13.48 EPS for the quarter, beating the consensus estimate of $9.84 by $3.64. The firm had revenue of $2.05 billion during the quarter, compared to the consensus estimate of $1.49 billion. Dillard’s had a net margin of 9.55% and a return on equity of 32.13%. The business’s quarterly revenue was down 5.0% on a year-over-year basis. During the same quarter in the prior year, the firm earned $15.44 earnings per share.

A number of other equities research analysts have also commented on DDS. StockNews.com lowered Dillard’s from a “buy” rating to a “hold” rating in a research report on Tuesday. UBS Group raised their target price on shares of Dillard’s from $196.00 to $200.00 and gave the stock a “sell” rating in a report on Wednesday, February 19th.

Dillard’s Price Performance

DDS opened at $399.31 on Thursday. The stock has a market cap of $6.35 billion, a P/E ratio of 10.28 and a beta of 0.88. Dillard’s has a 12 month low of $328.00 and a 12 month high of $510.00. The company has a quick ratio of 1.02, a current ratio of 2.38 and a debt-to-equity ratio of 0.27. The company has a fifty day simple moving average of $464.73 and a 200 day simple moving average of $414.55.

Institutional Investors Weigh In On Dillard’s

Several institutional investors and hedge funds have recently added to or reduced their stakes in DDS. State Street Corp raised its holdings in Dillard’s by 3.7% during the third quarter. State Street Corp now owns 76,515 shares of the company’s stock worth $29,377,000 after acquiring an additional 2,758 shares in the last quarter. Consolidated Planning Corp increased its position in shares of Dillard’s by 154.5% during the 4th quarter. Consolidated Planning Corp now owns 1,514 shares of the company’s stock worth $654,000 after purchasing an additional 919 shares during the last quarter. Pacer Advisors Inc. bought a new stake in shares of Dillard’s during the 3rd quarter worth approximately $125,388,000. Quantbot Technologies LP boosted its holdings in shares of Dillard’s by 49.3% in the 3rd quarter. Quantbot Technologies LP now owns 5,659 shares of the company’s stock valued at $2,171,000 after buying an additional 1,868 shares during the last quarter. Finally, Stifel Financial Corp grew its stake in shares of Dillard’s by 10.1% in the third quarter. Stifel Financial Corp now owns 5,105 shares of the company’s stock valued at $1,957,000 after buying an additional 467 shares in the last quarter. 67.15% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, VP Tom W. Bolin sold 300 shares of the business’s stock in a transaction on Tuesday, January 14th. The shares were sold at an average price of $433.45, for a total value of $130,035.00. Following the sale, the vice president now owns 1,167 shares of the company’s stock, valued at $505,836.15. The trade was a 20.45 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 33.80% of the stock is owned by corporate insiders.

Dillard’s Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 5th. Stockholders of record on Monday, March 31st will be given a dividend of $0.25 per share. This represents a $1.00 annualized dividend and a dividend yield of 0.25%. Dillard’s’s dividend payout ratio is currently 2.71%.

Dillard’s Company Profile

Dillard’s, Inc engages in the retail of fashion apparel, cosmetics, and home furnishings, and other consumer goods. It operates through the Retail Operations and Construction segments. The Retail Operations segment comprises sells cosmetics, ladies’ apparel, ladies’ accessories and lingerie, juniors’ and children’s apparel, men’s apparel and accessories, shoes, and home and furniture products.