Dillard’s (NYSE:DDS) Cut to Hold at Zacks Research

Zacks Research lowered shares of Dillard’s (NYSE:DDS) from a strong-buy rating to a hold rating in a research note issued to investors on Monday,Zacks.com reports.

Other research analysts have also issued research reports about the company. Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a research report on Saturday, November 8th. JPMorgan Chase & Co. boosted their target price on Dillard’s from $411.00 to $524.00 and gave the company an “underweight” rating in a research note on Tuesday, November 25th. UBS Group upped their target price on Dillard’s from $184.00 to $460.00 and gave the company a “sell” rating in a report on Friday, November 28th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Dillard’s in a report on Wednesday, January 21st. Three investment analysts have rated the stock with a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Reduce” and a consensus target price of $519.67.

Dillard’s Trading Up 0.3%

Shares of DDS opened at $597.82 on Monday. The stock has a market capitalization of $9.35 billion, a P/E ratio of 16.42 and a beta of 1.27. Dillard’s has a twelve month low of $282.24 and a twelve month high of $741.97. The company has a quick ratio of 1.00, a current ratio of 2.65 and a debt-to-equity ratio of 0.24. The firm has a fifty day simple moving average of $642.70 and a two-hundred day simple moving average of $616.22.

Dillard’s (NYSE:DDS) last released its quarterly earnings data on Tuesday, February 24th. The company reported $13.05 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $9.98 by $3.07. The firm had revenue of $1.99 billion for the quarter, compared to analysts’ expectations of $2.03 billion. Dillard’s had a net margin of 8.81% and a return on equity of 27.55%. The company’s revenue for the quarter was down 3.0% compared to the same quarter last year. During the same quarter in the previous year, the company earned $13.48 earnings per share. On average, research analysts anticipate that Dillard’s will post 33.25 EPS for the current year.

Hedge Funds Weigh In On Dillard’s

A number of institutional investors have recently added to or reduced their stakes in DDS. Atlas Capital Advisors Inc. bought a new stake in shares of Dillard’s during the 4th quarter valued at $29,000. Quarry LP purchased a new position in Dillard’s during the 3rd quarter valued at about $33,000. EverSource Wealth Advisors LLC lifted its position in Dillard’s by 790.0% during the 2nd 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. Global Retirement Partners LLC boosted its stake in Dillard’s by 6,300.0% during the fourth quarter. Global Retirement Partners LLC now owns 64 shares of the company’s stock worth $39,000 after acquiring an additional 63 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings 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 worth $50,000 after purchasing an additional 73 shares during the period. Institutional investors own 67.15% of the company’s stock.

More Dillard’s News

Here are the key news stories impacting Dillard’s this week:

• Positive Sentiment: Dillard’s beat consensus EPS and reported solid margins and cash balances (EPS beat, retail gross margin 40.8%, roughly $1.1B in cash) — fundamentals that support valuation and dividend sustainability. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Positive Sentiment: The company returned capital aggressively (record special dividend, $484.8M paid in dividends and continued buybacks ~300k shares purchased in FY) — a shareholder-friendly action that can support the share price. QuiverQuant: Dillard’s Reports Fiscal Year 2026 Results
• Neutral Sentiment: Company guidance and 2026 estimates are relatively modest (flat full‑year retail sales year‑over‑year; planned capital expenditures and one new store opening in Ohio) — steady but not growth-driving. Dillard’s, Inc. Reports Fourth Quarter and Fiscal Year Results
• Negative Sentiment: Revenue and comps fell short (total retail sales down ~1% in Q4; net sales missed the estimate), and management cited weather/disruption and a cautious demand outlook — the primary driver of the immediate post-earnings selloff. Zacks: Dillard’s Q4 Earnings Beat; Comps Down 1%
• Negative Sentiment: Analysts cut ratings/price targets after the report — notably JPMorgan lowered its PT to $449 and moved to “underweight,” while Zacks downgraded DDS to “hold”; Telsey trimmed its target as well — increasing downside risk and adding downward pressure on the stock. Benzinga: JPMorgan Lowers Dillard’s Price Target Zacks: Rating Change The Fly: Telsey Lowers Price Target

Dillard’s Company Profile

Dillard’s, Inc (NYSE:DDS), headquartered in Little Rock, Arkansas, is a U.S.-based department store chain founded by William T. Dillard in 1938. Over more than eight decades of operation, the company has grown from a single store in Nashville, Arkansas, to a prominent retailer with a national footprint. Dillard’s equity is publicly traded on the New York Stock Exchange under the ticker DDS.

The company operates approximately 280 departmental stores across 29 states, offering a broad assortment of merchandise that includes men’s and women’s apparel, accessories, cosmetics, footwear, and home furnishings.