Telsey Advisory Group Weighs in on Dillard’s Q1 Earnings

Dillard’s, Inc. (NYSE:DDS) – Telsey Advisory Group decreased their Q1 2026 EPS estimates for shares of Dillard’s in a report issued on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $9.25 per share for the quarter, down from their prior estimate of $9.99. Telsey Advisory Group currently has a “Market Perform” rating and a $450.00 target price on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share. Telsey Advisory Group also issued estimates for Dillard’s’ Q2 2026 earnings at $3.41 EPS, Q3 2026 earnings at $6.42 EPS, FY2026 earnings at $28.60 EPS and FY2027 earnings at $25.00 EPS.

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

Other analysts also recently issued reports about the stock. StockNews.com downgraded shares of Dillard’s from a “buy” rating to a “hold” rating in a research report on Tuesday, February 25th. UBS Group upped their price objective on Dillard’s from $200.00 to $202.00 and gave the company a “sell” rating in a research report on Friday.

Dillard’s Stock Performance

Dillard’s stock opened at $389.34 on Friday. The stock’s 50 day moving average is $463.18 and its 200 day moving average is $414.57. 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 twelve month low of $328.00 and a twelve month high of $510.00. 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 Cuts Dividend

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

Insiders Place Their Bets

In other Dillard’s news, VP Tom W. Bolin sold 300 shares of the firm’s stock in a transaction dated Tuesday, January 14th. The stock was sold at an average price of $433.45, for a total value of $130,035.00. Following the transaction, the vice president now directly owns 1,167 shares of the company’s stock, valued at approximately $505,836.15. This trade represents a 20.45 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. 33.80% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Dillard’s

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