Telsey Advisory Group Predicts Dillard's Q2 Earnings

Dillard's, Inc. (NYSE:DDS - Free Report) - Research analysts at Telsey Advisory Group decreased their Q2 2026 EPS estimates for Dillard's in a research report issued on Friday, May 16th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $3.30 per share for the quarter, down from their previous estimate of $3.41. Telsey Advisory Group has a "Market Perform" rating and a $450.00 price objective 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' Q3 2026 earnings at $6.16 EPS, FY2026 earnings at $28.57 EPS, Q2 2027 earnings at $2.40 EPS, Q3 2027 earnings at $5.34 EPS, Q4 2027 earnings at $7.63 EPS and FY2027 earnings at $24.56 EPS.

Several other research firms have also recently commented on DDS. UBS Group increased their price target on shares of Dillard's from $150.00 to $170.00 and gave the company a "sell" rating in a research note on Friday, May 16th. Wall Street Zen upgraded shares of Dillard's from a "hold" rating to a "buy" rating in a report on Thursday.

Dillard's Price Performance

Shares of DDS traded down $14.62 during mid-day trading on Monday, hitting $408.14. 141,483 shares of the company traded hands, compared to its average volume of 142,798. Dillard's has a one year low of $282.24 and a one year high of $510.00. 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 business has a 50-day moving average of $352.45 and a 200 day moving average of $409.88. The stock has a market capitalization of $6.49 billion, a price-to-earnings ratio of 10.51 and a beta of 0.96.

Dillard's (NYSE:DDS - Get Free Report) last issued its quarterly earnings data on Thursday, May 15th. The company reported $10.39 earnings per share for the quarter, topping the consensus estimate of $9.10 by $1.29. Dillard's had a net margin of 9.55% and a return on equity of 32.13%. The firm had revenue of $1.54 billion for the quarter, compared to analysts' expectations of $1.53 billion. During the same period in the prior year, the firm earned $11.10 earnings per share.

Dillard's Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 4th. Investors of record on Monday, June 30th will be issued a $0.25 dividend. The ex-dividend date of this dividend is Monday, June 30th. This represents a $1.00 annualized dividend and a yield of 0.25%. Dillard's's dividend payout ratio is currently 2.76%.

Hedge Funds Weigh In On Dillard's

Several large investors have recently bought and sold shares of DDS. Nisa Investment Advisors LLC lifted its holdings in Dillard's by 7.5% in the fourth quarter. Nisa Investment Advisors LLC now owns 13,662 shares of the company's stock valued at $6,243,000 after buying an additional 950 shares during the period. SG Americas Securities LLC acquired a new stake in Dillard's in the fourth quarter worth $462,000. Blue Trust Inc. raised its holdings in Dillard's by 20.7% in the fourth quarter. Blue Trust Inc. now owns 518 shares of the company's stock worth $224,000 after purchasing an additional 89 shares during the period. KBC Group NV raised its holdings in Dillard's by 85.3% in the fourth quarter. KBC Group NV now owns 215 shares of the company's stock worth $93,000 after purchasing an additional 99 shares during the period. Finally, Pacer Advisors Inc. raised its holdings in Dillard's by 7.7% in the fourth quarter. Pacer Advisors Inc. now owns 352,006 shares of the company's stock worth $151,975,000 after purchasing an additional 25,212 shares during the period. 67.15% of the stock is currently owned by institutional investors and hedge funds.

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.