Dillard’s (NYSE:DDS) Releases Quarterly Earnings Results, Beats Estimates By $3.07 EPS

Dillard’s (NYSE:DDS) issued its quarterly earnings results on Tuesday. The company reported $13.05 EPS for the quarter, beating analysts’ consensus estimates of $9.98 by $3.07, Briefing.com reports. Dillard’s had a return on equity of 30.50% and a net margin of 8.90%.The company had revenue of $1.99 billion for the quarter, compared to analyst estimates of $2.03 billion. During the same period last year, the company earned $13.48 earnings per share. The company’s quarterly revenue was down 3.0% compared to the same quarter last year.

Dillard’s Stock Performance

Shares of NYSE DDS opened at $595.40 on Wednesday. The stock’s fifty day simple moving average is $643.70 and its 200 day simple moving average is $616.35. The stock has a market capitalization of $9.31 billion, a price-to-earnings ratio of 16.16 and a beta of 1.27. The company has a quick ratio of 1.00, a current ratio of 2.19 and a debt-to-equity ratio of 0.21. Dillard’s has a 52-week low of $282.24 and a 52-week high of $741.97.

Dillard’s News Roundup

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

• Positive Sentiment: Q4 and FY earnings beat on an EPS basis — Dillard’s reported stronger-than-expected EPS and healthy retail gross margins, supporting profitability even as sales softened. Dillard’s Reports Fourth Quarter and Fiscal Year Results
• Positive Sentiment: Strong shareholder returns — company paid its largest-ever dividend and repurchased ~300,000 shares during the year, underlining cash generation and capital-return priorities. QuiverQuant FY highlights
• Neutral Sentiment: Cash and liquidity remain healthy — roughly $1.1B in cash and short-term investments at year-end, and remaining repurchase authorization, which can support future buybacks or dividends. Dillard’s press release PDF
• Neutral Sentiment: Company continues modest expansion — plans to open a large new store in Beavercreek, Ohio, signaling selective growth. Store opening mention
• Negative Sentiment: Revenue and comps missed or declined — Q4 and FY total retail sales were flat-to-down (Q4 comps -1%, FY unchanged), and overall net sales missed some analyst expectations, weighing on growth outlook. Investing.com coverage
• Negative Sentiment: Rising operating costs and margin pressure — operating expenses rose (payroll-driven), and net income/EPS declined modestly year-over-year despite gross-margin resilience. Full results
• Negative Sentiment: Analyst downgrades and cautious commentary — Zacks moved DDS from “strong‑buy” to “hold” and some firms retain sell/underweight stances, amplifying selling pressure after the mixed report. TickerReport on Zacks downgrade

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the stock. JPMorgan Chase & Co. raised their target price on shares of Dillard’s from $411.00 to $524.00 and gave the company an “underweight” rating in a research note on Tuesday, November 25th. Zacks Research lowered shares of Dillard’s from a “strong-buy” rating to a “hold” rating in a research note on Monday. Weiss Ratings reissued a “hold (c)” rating on shares of Dillard’s in a report on Wednesday, January 21st. UBS Group increased their price target 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, Telsey Advisory Group dropped their price objective on Dillard’s from $700.00 to $650.00 and set a “market perform” rating on the stock in a research note on Wednesday. Three investment analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Dillard’s has an average rating of “Reduce” and an average target price of $544.67.

Hedge Funds Weigh In On Dillard’s

A number of institutional investors have recently bought and sold shares of the stock. Balyasny Asset Management L.P. purchased a new stake in Dillard’s during the third quarter valued at about $31,813,000. Man Group plc raised its holdings 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 acquiring an additional 31,929 shares during the period. Goldman Sachs Group Inc. lifted its position in shares of Dillard’s by 75.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 66,142 shares of the company’s stock valued at $23,687,000 after acquiring an additional 28,468 shares in the last quarter. Millennium Management LLC lifted its position in shares of Dillard’s by 201.9% in the 4th quarter. Millennium Management LLC now owns 32,599 shares of the company’s stock valued at $19,766,000 after acquiring an additional 21,800 shares in the last quarter. Finally, Two Sigma Investments LP boosted its stake in Dillard’s by 362.4% in the 3rd quarter. Two Sigma Investments LP now owns 24,625 shares of the company’s stock worth $15,132,000 after purchasing an additional 19,299 shares during the period. Hedge funds and other institutional investors own 67.15% of the company’s stock.

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.