What is Zacks Research's Estimate for Dillard's Q3 Earnings?

Key Points

• Zacks Research has lowered its Q3 2026 EPS estimate for Dillard's to $6.48 from a previous forecast of $6.61, while the full-year earnings estimate is $33.25 per share.
• Dillard's reported Q2 earnings of $4.66 per share, significantly exceeding the consensus estimate of $3.79, with revenue reaching $1.51 billion.
• The company announced a quarterly dividend increase to $0.30 per share from $0.25, with the next payment due on November 3rd for stockholders of record on September 30th.

Dillard's, Inc. (NYSE:DDS - Free Report) - Zacks Research reduced their Q3 2026 earnings estimates for shares of Dillard's in a note issued to investors on Thursday, August 28th. Zacks Research analyst Team now forecasts that the company will earn $6.48 per share for the quarter, down from their prior forecast of $6.61. The consensus estimate for Dillard's' current full-year earnings is $33.25 per share. Zacks Research also issued estimates for Dillard's' Q4 2026 earnings at $9.35 EPS, FY2026 earnings at $30.89 EPS, Q1 2027 earnings at $9.07 EPS and Q1 2028 earnings at $9.17 EPS.

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

DDS has been the subject of several other reports. Wall Street Zen downgraded shares of Dillard's from a "buy" rating to a "hold" rating in a research report on Saturday, August 30th. JPMorgan Chase & Co. boosted their target price on shares of Dillard's from $368.00 to $458.00 and gave the stock an "underweight" rating in a research report on Monday, July 28th. Telsey Advisory Group boosted their target price on shares of Dillard's from $450.00 to $550.00 and gave the stock a "market perform" rating in a research report on Friday, August 15th. Finally, UBS Group raised their price target on shares of Dillard's from $170.00 to $175.00 and gave the company a "sell" rating in a research report on Friday, August 15th. One equities research analyst has rated the stock with a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock has an average rating of "Sell" and a consensus price target of $394.33.

Dillard's Stock Up 0.9%

Shares of DDS stock traded up $5.05 on Monday, reaching $564.80. 75,417 shares of the company were exchanged, compared to its average volume of 142,994. The company has a market cap of $8.83 billion, a price-to-earnings ratio of 15.58 and a beta of 0.99. The company has a 50-day moving average of $480.92 and a 200-day moving average of $413.68. The company has a debt-to-equity ratio of 0.28, a current ratio of 2.41 and a quick ratio of 1.13. Dillard's has a one year low of $282.24 and a one year high of $570.08.

Hedge Funds Weigh In On Dillard's

Institutional investors have recently added to or reduced their stakes in the stock. PNC Financial Services Group Inc. grew its position in Dillard's by 62.3% during the first quarter. PNC Financial Services Group Inc. now owns 99 shares of the company's stock valued at $35,000 after buying an additional 38 shares during the period. EverSource Wealth Advisors LLC grew its position in Dillard's by 790.0% during the second quarter. EverSource Wealth Advisors LLC now owns 89 shares of the company's stock valued at $37,000 after buying an additional 79 shares during the period. GAMMA Investing LLC grew its position in Dillard's by 220.7% during the second quarter. GAMMA Investing LLC now owns 93 shares of the company's stock valued at $39,000 after buying an additional 64 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Dillard's by 110.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 139 shares of the company's stock valued at $50,000 after buying an additional 73 shares during the period. Finally, Whipplewood Advisors LLC grew its position in Dillard's by 2,980.0% during the first quarter. Whipplewood Advisors LLC now owns 154 shares of the company's stock valued at $55,000 after buying an additional 149 shares during the period. Institutional investors own 67.15% of the company's stock.

Dillard's Increases Dividend

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

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.