Dillard’s Q4 EPS Forecast Boosted by Telsey Advisory Group

Dillard’s, Inc. (NYSE:DDS) – Telsey Advisory Group boosted their Q4 2026 earnings estimates for shares of Dillard’s in a research note issued to investors on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will post earnings of $9.52 per share for the quarter, up from their prior forecast of $9.33. 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.

Dillard’s (NYSE:DDS) last issued its quarterly earnings data on Tuesday, February 25th. The company reported $13.48 earnings per share for the quarter, topping the consensus estimate of $9.84 by $3.64. The company had revenue of $2.05 billion for the quarter, compared to analysts’ expectations 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 firm posted $15.44 earnings per share.

DDS has been the subject of several other reports. UBS Group lifted their price objective on shares of Dillard’s from $200.00 to $202.00 and gave the stock a “sell” rating in a research note on Friday. StockNews.com cut shares of Dillard’s from a “buy” rating to a “hold” rating in a research note on Tuesday.

Dillard’s Stock Performance

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

Institutional Investors Weigh In On Dillard’s

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. increased its position 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 worth $26,000 after acquiring an additional 39 shares during the period. Capital Performance Advisors LLP purchased a new stake in shares of Dillard’s in the third quarter valued at approximately $29,000. Aster Capital Management DIFC Ltd bought a new position in Dillard’s in the fourth quarter worth approximately $36,000. US Bancorp DE increased its holdings in Dillard’s by 61.3% during the 3rd quarter. US Bancorp DE now owns 129 shares of the company’s stock worth $49,000 after purchasing an additional 49 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. bought a new stake in Dillard’s during the 3rd quarter valued at $70,000. Institutional investors own 67.15% of the company’s stock.

Insider Buying and Selling at Dillard’s

In other news, VP Tom W. Bolin sold 300 shares of the company’s stock in a transaction dated Tuesday, January 14th. The shares were 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 in the company, valued at approximately $505,836.15. This represents a 20.45 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. 33.80% of the stock is currently owned by corporate insiders.

Dillard’s Cuts Dividend

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

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.