Telsey Advisory Group Predicts Higher Earnings for Dillard’s

Dillard’s, Inc. (NYSE:DDS) – Equities research analysts at Telsey Advisory Group raised their Q4 2026 EPS estimates for shares of Dillard’s in a report released on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $9.52 for the quarter, up from their prior forecast of $9.33. Telsey Advisory Group currently has a “Market Perform” rating and a $450.00 price target on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share.

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

Dillard’s Stock Performance

Shares of NYSE:DDS opened at $437.12 on Thursday. The company has a market capitalization of $6.95 billion, a price-to-earnings ratio of 11.25 and a beta of 0.88. The firm’s 50 day simple moving average is $464.73 and its 200 day simple moving average is $414.55. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.38 and a quick ratio of 1.02. Dillard’s has a fifty-two week low of $328.00 and a fifty-two week high of $510.00.

Dillard’s (NYSE:DDS) last announced its quarterly earnings results on Tuesday, February 25th. The company reported $13.48 earnings per share for the quarter, beating analysts’ consensus estimates of $9.84 by $3.64. The business had revenue of $2.05 billion for the quarter, compared to the consensus estimate of $1.49 billion. Dillard’s had a net margin of 9.55% and a return on equity of 32.13%. Dillard’s’s revenue for the quarter was down 5.0% on a year-over-year basis. During the same period last year, the company posted $15.44 EPS.

Dillard’s Dividend Announcement

The firm also recently announced a dividend, which was paid on Monday, January 6th. Investors of record on Monday, December 16th were paid a dividend of $25.00 per share. The ex-dividend date was Friday, December 13th. This represents a yield of 5.68%. Dillard’s’s payout ratio is 2.71%.

Insider Buying and Selling

In other news, VP Tom W. Bolin sold 300 shares of the firm’s stock in a transaction that occurred on Tuesday, January 14th. The shares were sold at an average price of $433.45, for a total transaction of $130,035.00. Following the completion of the transaction, the vice president now directly owns 1,167 shares of the company’s stock, 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 Securities & Exchange Commission, which is available through the SEC website. 33.80% of the stock is owned by company insiders.

Hedge Funds Weigh In On Dillard’s

Several hedge funds have recently made changes to their positions in the business. Pacer Advisors Inc. grew its stake in shares of Dillard’s by 7.7% during the 4th quarter. Pacer Advisors Inc. now owns 352,006 shares of the company’s stock worth $151,975,000 after acquiring an additional 25,212 shares in the last quarter. Allianz Asset Management GmbH grew its stake in shares of Dillard’s by 10.5% during the 4th quarter. Allianz Asset Management GmbH now owns 211,561 shares of the company’s stock worth $91,339,000 after acquiring an additional 20,155 shares in the last quarter. Beacon Pointe Advisors LLC grew its stake in shares of Dillard’s by 0.3% during the 4th quarter. Beacon Pointe Advisors LLC now owns 152,756 shares of the company’s stock worth $65,951,000 after acquiring an additional 480 shares in the last quarter. Clientfirst Wealth Management LLC bought a new position in shares of Dillard’s during the 4th quarter worth approximately $48,873,000. Finally, First Trust Advisors LP grew its stake in shares of Dillard’s by 47.0% during the 4th quarter. First Trust Advisors LP now owns 81,779 shares of the company’s stock worth $35,307,000 after acquiring an additional 26,132 shares in the last quarter. 67.15% of the stock is owned by institutional investors.

Dillard’s Company Profile

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.