Telsey Advisory Group Comments on Dillard's Q1 Earnings

Key Points

• Analysts at Telsey Advisory Group have raised their Q1 2027 earnings per share estimate for Dillard's to $9.28, up from $9.19, while maintaining a "Market Perform" rating and a $550.00 target price.
• Dillard's reported Q2 earnings of $4.66 per share, exceeding consensus estimates of $3.79, with a revenue of $1.51 billion, surpassing the expected $1.50 billion.
• Hedge funds and institutional investors own approximately 67.15% of Dillard's stock, highlighting significant confidence and investment in the company.

Dillard's, Inc. (NYSE:DDS - Free Report) - Telsey Advisory Group upped their Q1 2027 earnings estimates for Dillard's in a research note issued to investors on Friday, August 15th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will earn $9.28 per share for the quarter, up from their previous forecast of $9.19. Telsey Advisory Group has a "Market Perform" rating and a $550.00 price target 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 2027 earnings at $5.37 EPS and Q4 2027 earnings at $7.70 EPS.

Dillard's (NYSE:DDS - Get Free Report) last announced its quarterly earnings data on Thursday, August 14th. The company reported $4.66 earnings per share for the quarter, beating the consensus estimate of $3.79 by $0.87. The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.50 billion. Dillard's had a net margin of 8.87% and a return on equity of 30.74%. Dillard's's revenue was up 1.6% compared to the same quarter last year. During the same period in the prior year, the business posted $11.09 earnings per share.

Several other equities research analysts have also weighed in on the stock. Wall Street Zen upgraded shares of Dillard's from a "hold" rating to a "buy" rating in a report on Saturday, August 2nd. JPMorgan Chase & Co. increased their target price on shares of Dillard's from $368.00 to $458.00 and gave the stock an "underweight" rating in a report on Monday, July 28th. Finally, UBS Group increased their target price on shares of Dillard's from $170.00 to $175.00 and gave the stock a "sell" rating in a report on Friday, August 15th. One analyst has rated the stock with a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, Dillard's presently has an average rating of "Sell" and an average price target of $394.33.

Dillard's Trading Up 5.1%

DDS traded up $25.7420 during mid-day trading on Monday, hitting $532.5420. The stock had a trading volume of 105,213 shares, compared to its average volume of 133,609. The stock's fifty day simple moving average is $459.23 and its 200-day simple moving average is $410.25. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.41 and a quick ratio of 1.13. The firm has a market capitalization of $8.33 billion, a price-to-earnings ratio of 14.69 and a beta of 1.06. Dillard's has a 1-year low of $282.24 and a 1-year high of $535.01.

Dillard's Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 3rd. Stockholders of record on Tuesday, September 30th will be given a dividend of $0.30 per share. This is a positive change from Dillard's's previous quarterly dividend of $0.25. This represents a $1.20 annualized dividend and a dividend yield of 0.2%. The ex-dividend date of this dividend is Tuesday, September 30th. Dillard's's payout ratio is currently 2.76%.

Institutional Investors Weigh In On Dillard's

Several large investors have recently made changes to their positions in DDS. JPMorgan Chase & Co. increased its position in shares of Dillard's by 37.6% during the fourth quarter. JPMorgan Chase & Co. now owns 10,256 shares of the company's stock worth $4,428,000 after acquiring an additional 2,801 shares in the last quarter. Wells Fargo & Company MN grew its position in Dillard's by 9.5% in the fourth quarter. Wells Fargo & Company MN now owns 783 shares of the company's stock valued at $338,000 after purchasing an additional 68 shares in the last quarter. Raymond James Financial Inc. bought a new position in Dillard's in the fourth quarter valued at $556,000. Walleye Capital LLC bought a new position in Dillard's in the fourth quarter valued at $427,000. Finally, CANADA LIFE ASSURANCE Co grew its position in Dillard's by 68.3% in the fourth quarter. CANADA LIFE ASSURANCE Co now owns 3,025 shares of the company's stock valued at $1,303,000 after purchasing an additional 1,228 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.