Dillard’s’ (DDS) “Market Perform” Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group reaffirmed their market perform rating on shares of Dillard’s (NYSE:DDS) in a research report sent to investors on Wednesday,Benzinga reports. They currently have 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 equities research analysts also recently issued reports on DDS. UBS Group upped their price objective on Dillard’s from $196.00 to $200.00 and gave the company a “sell” rating in a research report on Wednesday, February 19th. StockNews.com downgraded Dillard’s from a “buy” rating to a “hold” rating in a research report on Tuesday.

Dillard’s Price Performance

NYSE:DDS opened at $389.34 on Wednesday. The company has a current ratio of 2.38, a quick ratio of 1.02 and a debt-to-equity ratio of 0.27. The company has a market capitalization of $6.19 billion, a P/E ratio of 10.02 and a beta of 0.88. Dillard’s has a 12 month low of $328.00 and a 12 month high of $510.00. The business’s 50-day moving average is $463.18 and its 200 day moving average is $414.45.

Dillard’s (NYSE:DDS) last posted its earnings results on Tuesday, February 25th. The company reported $13.48 EPS for the quarter, topping analysts’ consensus estimates of $9.84 by $3.64. The company had revenue of $2.05 billion for the quarter, compared to the consensus estimate of $1.49 billion. Dillard’s had a return on equity of 32.13% and a net margin of 9.55%. The firm’s revenue for the quarter was down 5.0% on a year-over-year basis. During the same period in the previous year, the business earned $15.44 earnings per share. On average, equities research analysts forecast that Dillard’s will post 33.25 earnings per share for the current fiscal year.

Dillard’s Cuts Dividend

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

Insider Activity

In other news, VP Tom W. Bolin sold 300 shares of the company’s stock in a transaction that occurred on Tuesday, January 14th. The stock was sold at an average price of $433.45, for a total transaction of $130,035.00. Following the transaction, the vice president now owns 1,167 shares of the company’s stock, valued at approximately $505,836.15. This represents a 20.45 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders own 33.80% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently modified their holdings of DDS. PNC Financial Services Group Inc. grew its stake in shares of Dillard’s by 177.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 61 shares of the company’s stock valued at $26,000 after buying an additional 39 shares during the last quarter. Capital Performance Advisors LLP bought a new position in shares of Dillard’s during the third quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd bought a new position in shares of Dillard’s during the fourth quarter valued at approximately $36,000. US Bancorp DE grew its stake in shares of Dillard’s by 61.3% during the third quarter. US Bancorp DE now owns 129 shares of the company’s stock valued at $49,000 after buying an additional 49 shares during the last quarter. Finally, Mirae Asset Global Investments Co. Ltd. bought a new position in shares of Dillard’s during the third quarter valued at approximately $70,000. 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.