Dillard’s (NYSE:DDS) Price Target Cut to $650.00 by Analysts at Telsey Advisory Group

Dillard’s (NYSE:DDS) had its target price trimmed by Telsey Advisory Group from $700.00 to $650.00 in a report published on Wednesday, Marketbeat Ratings reports. The firm currently has a market perform rating on the stock.

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

Dillard’s Trading Up 0.3%

Shares of Dillard’s stock opened at $597.82 on Wednesday. The company has a debt-to-equity ratio of 0.24, a quick ratio of 1.00 and a current ratio of 2.65. The company 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 1 year low of $282.24 and a 1 year high of $741.97. The company’s fifty day moving average is $642.70 and its two-hundred day moving average is $616.22.

Dillard’s (NYSE:DDS) last announced its earnings results on Tuesday, February 24th. The company reported $13.05 earnings per share for the quarter, topping the consensus estimate of $9.98 by $3.07. Dillard’s had a net margin of 8.81% and a return on equity of 27.55%. The business had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.03 billion. During the same quarter in the prior year, the firm earned $13.48 earnings per share. The business’s quarterly revenue was down 3.0% compared to the same quarter last year. Analysts forecast that Dillard’s will post 33.25 earnings per share for the current year.

Institutional Investors Weigh In On Dillard’s

Hedge funds and other institutional investors have recently bought and sold shares of the business. Northwestern Mutual Wealth Management Co. grew its stake in shares of Dillard’s by 28,394.2% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 226,529 shares of the company’s stock worth $137,354,000 after purchasing an additional 225,734 shares during the period. AQR Capital Management LLC lifted its stake in shares of Dillard’s by 12.4% in the fourth quarter. AQR Capital Management LLC now owns 116,577 shares of the company’s stock valued at $70,686,000 after purchasing an additional 12,863 shares during the period. Gotham Asset Management LLC boosted its holdings in Dillard’s by 10.7% during the fourth quarter. Gotham Asset Management LLC now owns 73,642 shares of the company’s stock worth $44,652,000 after buying an additional 7,123 shares in the last quarter. Wedge Capital Management L L P NC grew its position in Dillard’s by 756.9% during the third quarter. Wedge Capital Management L L P NC now owns 70,880 shares of the company’s stock worth $43,554,000 after buying an additional 62,608 shares during the period. Finally, UBS Group AG grew its position in Dillard’s by 27.7% during the fourth quarter. UBS Group AG now owns 67,895 shares of the company’s stock worth $41,167,000 after buying an additional 14,718 shares during the period. Institutional investors and hedge funds own 67.15% of the company’s stock.

Dillard’s News Summary

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.