Telsey Advisory Group Predicts 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) - Research analysts at Telsey Advisory Group upped their Q1 2027 EPS estimates for shares of Dillard's in a report released on Friday, August 15th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will post earnings per share of $9.28 for the quarter, up from their previous estimate of $9.19. Telsey Advisory Group currently has a "Market Perform" rating and a $550.00 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' Q3 2027 earnings at $5.37 EPS and Q4 2027 earnings at $7.70 EPS.

Dillard's (NYSE:DDS - Get Free Report) last issued its earnings results on Thursday, August 14th. The company reported $4.66 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.79 by $0.87. The company 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%. The company's revenue for the quarter was up 1.6% on a year-over-year basis. During the same quarter last year, the firm earned $11.09 EPS.

Several other research analysts have also weighed in on the stock. UBS Group lifted their price objective on shares of Dillard's from $170.00 to $175.00 and gave the stock a "sell" rating in a research note on Friday, August 15th. Wall Street Zen raised shares of Dillard's from a "hold" rating to a "buy" rating in a research note on Saturday, August 2nd. Finally, JPMorgan Chase & Co. raised 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. One analyst has rated the stock with a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of "Sell" and an average price target of $394.33.

Dillard's Trading Up 4.9%

Dillard's stock traded up $24.6550 during midday trading on Monday, hitting $531.4550. 64,039 shares of the stock were exchanged, compared to its average volume of 142,585. The company has a fifty day simple moving average of $456.58 and a two-hundred day simple moving average of $410.26. Dillard's has a 52 week low of $282.24 and a 52 week high of $534.60. The stock has a market capitalization of $8.31 billion, a PE ratio of 14.66 and a beta of 1.06. The company has a quick ratio of 1.13, a current ratio of 2.41 and a debt-to-equity ratio of 0.28.

Dillard's Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 3rd. Stockholders of record on Tuesday, September 30th will be issued a $0.30 dividend. This is an increase from Dillard's's previous quarterly dividend of $0.25. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.2%. Dillard's's dividend payout ratio (DPR) is 2.76%.

Institutional Trading of Dillard's

Hedge funds and other institutional investors have recently made changes to their positions in the business. PNC Financial Services Group Inc. increased its holdings in Dillard's by 62.3% during the first quarter. PNC Financial Services Group Inc. now owns 99 shares of the company's stock worth $35,000 after buying an additional 38 shares during the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Dillard's by 790.0% in the second quarter. EverSource Wealth Advisors LLC now owns 89 shares of the company's stock valued at $37,000 after acquiring an additional 79 shares during the period. GAMMA Investing LLC raised its stake in Dillard's by 220.7% in the second quarter. GAMMA Investing LLC now owns 93 shares of the company's stock valued at $39,000 after purchasing an additional 64 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Dillard's by 110.6% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 139 shares of the company's stock valued at $50,000 after purchasing an additional 73 shares in the last quarter. Finally, Whipplewood Advisors LLC raised its stake in Dillard's by 2,980.0% in the first quarter. Whipplewood Advisors LLC now owns 154 shares of the company's stock valued at $55,000 after purchasing an additional 149 shares in the last quarter. 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.