Dillard’s (NYSE:DDS) Trading Down 5.9% – Here’s Why

Dillard’s, Inc. (NYSE:DDS)’s share price traded down 5.9% during mid-day trading on Friday . The stock traded as low as $580.95 and last traded at $577.6330. 72,107 shares traded hands during trading, a decline of 43% from the average session volume of 127,372 shares. The stock had previously closed at $613.81.

More Dillard’s News

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

• Positive Sentiment: Adjusted earnings were $6.25 per share, substantially above estimates ranging from $4.04 to $4.29 and up from $4.66 a year earlier. Higher margins and tariff refunds helped lift profitability. Dillard’s Q2 Earnings Beat on Higher Margins and Tariff Refunds
• Positive Sentiment: Revenue of approximately $1.53 billion slightly exceeded the roughly $1.52 billion consensus estimate, while the company reduced debt, supporting balance-sheet strength and financial flexibility. Dillard’s Quarterly Earnings Results
• Positive Sentiment: Management maintained its fiscal 2026 outlook, indicating no immediate deterioration in expectations despite a challenging retail environment. Dillard’s Fiscal 2026 Outlook
• Neutral Sentiment: The sales performance was broadly in line with expectations, suggesting that the earnings upside came more from margin expansion and tariff-related refunds than from stronger-than-anticipated demand. Dillard’s Q2 Key Metrics
• Negative Sentiment: Shares declined after the results, likely reflecting investor concern that tariff refunds may be a one-time benefit and that the sizable EPS beat does not necessarily indicate equivalent improvement in underlying retail demand. Dillard’s Shares Fall After Earnings

Analysts Set New Price Targets

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

Dillard’s Trading Down 8.8%

The company has a debt-to-equity ratio of 0.16, a current ratio of 3.03 and a quick ratio of 1.20. The company has a market cap of $8.74 billion, a price-to-earnings ratio of 12.82 and a beta of 1.15. The business has a 50 day simple moving average of $572.30 and a 200 day simple moving average of $587.38.

Dillard’s (NYSE:DDS) last announced its earnings results on Thursday, August 13th. The company reported $6.25 EPS for the quarter, topping the consensus estimate of $4.29 by $1.96. Dillard’s had a return on equity of 31.88% and a net margin of 10.48%.The company had revenue of $1.53 billion for the quarter, compared to analysts’ expectations of $1.52 billion. As a group, equities analysts forecast that Dillard’s, Inc. will post 35.26 EPS for the current year.

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 issued a dividend of $0.30 per share. The ex-dividend date of this dividend was Tuesday, June 30th. This represents a $1.20 dividend on an annualized basis and a yield of 0.2%. Dillard’s’s dividend payout ratio is currently 2.75%.

Insider Activity

In other news, Director J C. Watts, Jr. sold 400 shares of the company’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 transaction, the director directly owned 10,150 shares in the company, valued at approximately $6,183,177. This represents a 3.79% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 34.80% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of DDS. Rockefeller Capital Management L.P. increased its stake in shares of Dillard’s by 108.7% in the 4th quarter. Rockefeller Capital Management L.P. now owns 48 shares of the company’s stock valued at $29,000 after buying an additional 25 shares during the period. Atlas Capital Advisors Inc. acquired a new position in shares of Dillard’s during the fourth quarter valued at $29,000. Quarry LP acquired a new position in shares of Dillard’s during the third quarter valued at $33,000. EverSource Wealth Advisors LLC boosted its holdings in Dillard’s by 790.0% in the second quarter. EverSource Wealth Advisors LLC now owns 89 shares of the company’s stock valued at $37,000 after acquiring an additional 79 shares during the last quarter. Finally, Global Retirement Partners LLC increased its position in Dillard’s by 6,300.0% in the fourth quarter. Global Retirement Partners LLC now owns 64 shares of the company’s stock worth $39,000 after purchasing an additional 63 shares during the period. Institutional investors own 67.15% of the company’s stock.

Dillard’s Company Profile

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.