FY2026 EPS Estimates for Dillard’s Boosted by Zacks Research

Dillard’s, Inc. (NYSE:DDS) – Stock analysts at Zacks Research increased their FY2026 earnings per share (EPS) estimates for shares of Dillard’s in a report issued on Wednesday, December 24th. Zacks Research analyst Team now forecasts that the company will post earnings per share of $33.13 for the year, up from their prior forecast of $32.50. Zacks Research has a “Strong-Buy” 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’ Q1 2027 earnings at $9.20 EPS, Q2 2027 earnings at $3.30 EPS, Q3 2027 earnings at $6.88 EPS, FY2027 earnings at $30.18 EPS, Q1 2028 earnings at $9.92 EPS and Q3 2028 earnings at $7.28 EPS.

Dillard’s (NYSE:DDS) last released its earnings results on Thursday, November 13th. The company reported $8.31 EPS for the quarter, topping analysts’ consensus estimates of $6.43 by $1.88. Dillard’s had a return on equity of 30.50% and a net margin of 8.90%.The firm had revenue of $1.49 billion for the quarter, compared to analysts’ expectations of $1.41 billion. During the same period in the prior year, the firm posted $7.73 earnings per share. The company’s quarterly revenue was up 2.9% on a year-over-year basis.

A number of other analysts have also recently issued reports on DDS. UBS Group increased their price objective on shares of Dillard’s from $184.00 to $460.00 and gave the stock a “sell” rating in a research note on Friday, November 28th. JPMorgan Chase & Co. lifted their price objective on Dillard’s from $411.00 to $524.00 and gave the company an “underweight” rating in a report on Tuesday, November 25th. Wall Street Zen upgraded Dillard’s from a “hold” rating to a “buy” rating in a research note on Saturday, November 8th. Finally, Weiss Ratings reissued a “hold (c)” rating on shares of Dillard’s in a research report on Wednesday, October 8th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Dillard’s currently has an average rating of “Hold” and an average price target of $511.33.

Dillard’s Stock Performance

DDS opened at $631.87 on Monday. The company has a current ratio of 2.19, a quick ratio of 1.00 and a debt-to-equity ratio of 0.21. Dillard’s has a 12-month low of $282.24 and a 12-month high of $741.97. The company has a market cap of $9.88 billion, a price-to-earnings ratio of 17.15 and a beta of 1.25. The company’s 50 day moving average is $638.25 and its 200 day moving average is $559.03.

Institutional Investors Weigh In On Dillard’s

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. New Vernon Capital Holdings II LLC grew its stake in shares of Dillard’s by 26,618.5% in the first quarter. New Vernon Capital Holdings II LLC now owns 186,228 shares of the company’s stock valued at $66,694,000 after buying an additional 185,531 shares in the last quarter. Wedge Capital Management L L P NC increased its stake in shares of Dillard’s by 756.9% during 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 acquiring an additional 62,608 shares during the period. Balyasny Asset Management L.P. purchased a new stake in shares of Dillard’s in the third quarter valued at approximately $31,813,000. Man Group plc increased its holdings in shares of Dillard’s by 464.3% in the 3rd 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 in the last quarter. Finally, Goldman Sachs Group Inc. grew its holdings 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 worth $23,687,000 after acquiring an additional 28,468 shares during the period. Hedge funds and other institutional investors own 67.15% of the company’s stock.

Insider Transactions at Dillard’s

In other Dillard’s news, Director J C. Watts, Jr. sold 750 shares of the firm’s stock in a transaction on Thursday, October 16th. The stock was sold at an average price of $594.60, for a total value of $445,950.00. Following the completion of the sale, the director directly owned 10,250 shares of the company’s stock, valued at $6,094,650. This trade represents a 6.82% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 34.80% of the stock is currently owned by insiders.

Dillard’s Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Wednesday, December 31st will be issued a dividend of $0.30 per share. The ex-dividend date of this dividend is Wednesday, December 31st. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.2%. Dillard’s’s dividend payout ratio is presently 3.26%.

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.