Dillard’s (NYSE:DDS) Announces Quarterly Earnings Results

Dillard’s (NYSE:DDS) announced its earnings results on Thursday. The company reported $6.25 earnings per share for the quarter, beating the consensus estimate of $4.29 by $1.96, Zacks reports. Dillard’s had a net margin of 10.09% and a return on equity of 31.43%.

Dillard’s Stock Performance

Dillard’s stock traded down $30.11 during mid-day trading on Thursday, hitting $605.90. The company had a trading volume of 121,741 shares, compared to its average volume of 127,429. The company has a current ratio of 2.37, a quick ratio of 1.20 and a debt-to-equity ratio of 0.21. Dillard’s has a 12-month low of $487.74 and a 12-month high of $741.97. The company’s fifty day moving average is $573.24 and its 200-day moving average is $587.69. The company has a market capitalization of $9.46 billion, a price-to-earnings ratio of 14.46 and a beta of 1.15.

Dillard’s Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Tuesday, June 30th were given a $0.30 dividend. This represents a $1.20 annualized dividend and a yield of 0.2%. The ex-dividend date was Tuesday, June 30th. Dillard’s’s dividend payout ratio is currently 2.85%.

Analyst Upgrades and Downgrades

DDS has been the subject of several analyst reports. Wall Street Zen lowered Dillard’s from a “buy” rating to a “hold” rating in a report on Monday, July 20th. Weiss Ratings downgraded Dillard’s from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Tuesday, June 23rd. Zacks Research lowered Dillard’s from a “strong-buy” rating to a “hold” rating in a research report on Monday, July 27th. Finally, UBS Group increased their price target on Dillard’s from $460.00 to $465.00 and gave the company a “sell” rating in a research note on Wednesday, May 6th. Three equities research analysts have rated the stock with a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $521.33.

Dillard’s News Summary

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

• Positive Sentiment: Second-quarter earnings were $6.25 per share, well above the Zacks consensus estimate of $4.04 and the $4.66 reported a year earlier. Another estimate placed consensus at $4.29, still implying a significant beat. Dillard’s Beats Q2 Earnings Estimates
• Positive Sentiment: The company reported a 10.09% net margin and 31.43% return on equity, indicating strong profitability. Reports attributed part of the margin benefit to tariff refunds, which helped offset cost pressures. Dillard’s Q2 Profit Beats Forecasts
• Neutral Sentiment: Dillard’s released results for the 13 and 26 weeks ended August 1, 2026. Investors are assessing the detailed operating metrics, including how sales, margins and other key measures compared with Wall Street forecasts and year-ago levels. Dillard’s Q2 Key Metrics Versus Estimates
• Negative Sentiment: Quarterly sales were reported as broadly in line with estimates, rather than materially exceeding them. That may have limited enthusiasm around the earnings beat, particularly because the margin boost benefited from tariff refunds that may not recur. Dillard’s Sales In Line With Estimates

Insider Buying and Selling at Dillard’s

In other news, Director J C. Watts, Jr. sold 400 shares of Dillard’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $609.18, for a total transaction of $243,672.00. Following the completion of 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 34.80% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in DDS. Royal Bank of Canada grew its position in shares of Dillard’s by 322.9% during the 1st quarter. Royal Bank of Canada now owns 3,510 shares of the company’s stock valued at $1,257,000 after acquiring an additional 2,680 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in Dillard’s by 110.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 139 shares of the company’s stock worth $50,000 after purchasing an additional 73 shares during the period. Millennium Management LLC boosted its position in Dillard’s by 18.3% during the first quarter. Millennium Management LLC now owns 44,703 shares of the company’s stock worth $16,009,000 after purchasing an additional 6,913 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in Dillard’s by 75.6% during the first quarter. Goldman Sachs Group Inc. now owns 66,142 shares of the company’s stock worth $23,687,000 after purchasing an additional 28,468 shares in the last quarter. Finally, Jane Street Group LLC acquired a new stake in Dillard’s in the first quarter valued at approximately $3,746,000. 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.