Dillard’s (NYSE:DDS) Earns “Market Perform” Rating from Telsey Advisory Group

Telsey Advisory Group restated their market perform rating on shares of Dillard’s (NYSE:DDS) in a research note published on Wednesday,Benzinga reports. The brokerage currently has a $450.00 price target on the stock. Telsey Advisory Group also issued estimates for Dillard’s’ Q1 2026 earnings at $9.25 EPS, Q2 2026 earnings at $3.41 EPS, Q3 2026 earnings at $6.42 EPS, Q4 2026 earnings at $9.52 EPS, FY2026 earnings at $28.60 EPS and FY2027 earnings at $25.00 EPS.

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

Dillard’s Stock Down 2.4 %

Shares of NYSE:DDS opened at $389.34 on Wednesday. Dillard’s has a 52-week low of $328.00 and a 52-week high of $510.00. The stock has a market cap of $6.19 billion, a P/E ratio of 10.02 and a beta of 0.88. The business’s 50 day moving average is $463.18 and its 200 day moving average is $414.45. The company has a quick ratio of 1.02, a current ratio of 2.38 and a debt-to-equity ratio of 0.27.

Dillard’s (NYSE:DDS) last announced its quarterly earnings data on Tuesday, February 25th. The company reported $13.48 earnings per share (EPS) for the quarter, topping the consensus estimate of $9.84 by $3.64. The company had revenue of $2.05 billion for the quarter, compared to analysts’ expectations of $1.49 billion. Dillard’s had a return on equity of 32.13% and a net margin of 9.55%. Dillard’s’s revenue was down 5.0% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $15.44 earnings per share. Sell-side analysts predict that Dillard’s will post 33.25 EPS for the current year.

Dillard’s Cuts Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 5th. Stockholders of record on Monday, March 31st will be issued a dividend of $0.25 per share. The ex-dividend date is Monday, March 31st. This represents a $1.00 annualized dividend and a dividend yield of 0.26%. Dillard’s’s dividend payout ratio is presently 2.71%.

Insider Activity

In related news, VP Tom W. Bolin sold 300 shares of the firm’s stock in a transaction on Tuesday, January 14th. The stock was sold at an average price of $433.45, for a total value of $130,035.00. Following the completion of the transaction, the vice president now owns 1,167 shares in the company, valued at $505,836.15. This trade represents a 20.45 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Company insiders own 33.80% of the company’s stock.

Hedge Funds Weigh In On Dillard’s

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in DDS. Creative Planning raised its stake in Dillard’s by 49.7% in the 3rd quarter. Creative Planning now owns 1,500 shares of the company’s stock worth $576,000 after acquiring an additional 498 shares during the last quarter. Allspring Global Investments Holdings LLC raised its stake in Dillard’s by 11.0% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 455 shares of the company’s stock worth $175,000 after acquiring an additional 45 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. purchased a new position in Dillard’s in the 3rd quarter worth $70,000. Wealth Enhancement Advisory Services LLC raised its stake in Dillard’s by 70.9% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 1,176 shares of the company’s stock worth $451,000 after acquiring an additional 488 shares during the last quarter. Finally, US Bancorp DE raised its stake in Dillard’s by 61.3% in the 3rd quarter. US Bancorp DE now owns 129 shares of the company’s stock worth $49,000 after acquiring an additional 49 shares during the last quarter. Hedge funds and other institutional investors own 67.15% of the company’s stock.

About Dillard’s

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.