Zacks Research Has Bullish Outlook for Dillard’s Q2 Earnings

Dillard’s, Inc. (NYSE:DDS) – Equities research analysts at Zacks Research raised their Q2 2027 earnings per share (EPS) estimates for Dillard’s in a research note issued to investors on Tuesday, March 10th. Zacks Research analyst Team now anticipates that the company will post earnings of $3.83 per share for the quarter, up from their prior forecast of $3.30. Zacks Research has a “Hold” rating on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share. Zacks Research also issued estimates for Dillard’s’ Q3 2027 earnings at $7.46 EPS and FY2027 earnings at $31.93 EPS.

Dillard’s (NYSE:DDS) last issued its quarterly earnings results on Tuesday, February 24th. The company reported $13.05 earnings per share for the quarter, beating analysts’ consensus estimates of $9.98 by $3.07. Dillard’s had a net margin of 8.81% and a return on equity of 27.55%. The company had revenue of $1.99 billion during the quarter, compared to the consensus estimate of $2.03 billion. During the same period in the prior year, the company earned $13.48 EPS. Dillard’s’s revenue was down 3.0% on a year-over-year basis.

Several other research firms have also commented on DDS. UBS Group increased their target price on shares of Dillard’s from $184.00 to $460.00 and gave the company a “sell” rating in a research note on Friday, November 28th. Wall Street Zen raised Dillard’s from a “hold” rating to a “buy” rating in a report on Sunday, March 8th. JPMorgan Chase & Co. cut their price objective on Dillard’s from $524.00 to $449.00 and set an “underweight” rating for the company in a research report on Wednesday, February 25th. Telsey Advisory Group reduced their price objective on Dillard’s from $700.00 to $650.00 and set a “market perform” rating for the company in a research note on Wednesday, February 25th. Finally, Weiss Ratings restated 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Reduce” and a consensus target price of $519.67.

Dillard’s Stock Performance

Shares of DDS opened at $576.38 on Thursday. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.65 and a quick ratio of 1.31. The firm’s 50 day moving average is $637.61 and its 200-day moving average is $623.09. Dillard’s has a 12-month low of $282.24 and a 12-month high of $741.97. The stock has a market capitalization of $9.01 billion, a P/E ratio of 15.83 and a beta of 1.30.

Dillard’s Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Tuesday, March 31st will be issued a dividend of $0.30 per share. The ex-dividend date is Tuesday, March 31st. This represents a $1.20 dividend on an annualized basis and a dividend yield of 0.2%. Dillard’s’s payout ratio is currently 3.30%.

Institutional Investors Weigh In On Dillard’s

Several hedge funds have recently made changes to their positions in the company. Allspring Global Investments Holdings LLC increased its stake in Dillard’s by 31.5% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 17,280 shares of the company’s stock valued at $10,867,000 after buying an additional 4,142 shares during the period. Wedge Capital Management L L P NC boosted its stake in shares of Dillard’s by 756.9% during the 3rd quarter. Wedge Capital Management L L P NC now owns 70,880 shares of the company’s stock valued at $43,554,000 after buying an additional 62,608 shares during the period. SG Americas Securities LLC purchased a new position in shares of Dillard’s during the 3rd quarter valued at $1,565,000. Abacus FCF Advisors LLC purchased a new position in shares of Dillard’s during the 3rd quarter valued at $5,254,000. Finally, JPMorgan Chase & Co. increased its stake in shares of Dillard’s by 24.3% in the third quarter. JPMorgan Chase & Co. now owns 28,681 shares of the company’s stock worth $17,624,000 after acquiring an additional 5,604 shares during the last quarter. Hedge funds and other institutional investors own 67.15% of the company’s stock.

Key Dillard’s News

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

• Positive Sentiment: Zacks lifted Q2 2027 EPS to $3.83 (from $3.30), signaling stronger near‑term earnings expectations. https://www.marketbeat.com/stocks/NYSE/DDS/
• Positive Sentiment: Zacks raised Q3 2027 EPS to $7.46 (from $6.88) and bumped FY2027 forecasts (now $31.93 vs prior $30.18), improving the full‑year earnings outlook. https://www.marketbeat.com/stocks/NYSE/DDS/
• Positive Sentiment: Analysts at Zacks also increased several 2028–2029 estimates (including FY2028 to $32.22 and FY2029 to $32.45 and higher quarterly EPS for multiple quarters), suggesting upside to longer‑run profitability assumptions. https://www.marketbeat.com/stocks/NYSE/DDS/
• Neutral Sentiment: Zacks maintained a “Hold” rating on DDS across these reports — upside to EPS is offset by no change in conviction from this analyst. https://www.marketbeat.com/stocks/NYSE/DDS/
• Neutral Sentiment: A Yahoo Finance consumer‑stocks roundup that mentions Dillard’s offers broader context but does not constitute a specific catalyst; impact on the stock is unclear. 1 Consumer Stock Worth Investigating and 2 We Brush Off
• Negative Sentiment: Zacks made a few small downward tweaks (Q4 2027 from $10.80 to $10.75; Q2 2028 from $3.76 to $3.75). While minor, the cuts introduce some mixed signals amid the generally higher estimates. https://www.marketbeat.com/stocks/NYSE/DDS/

About Dillard’s

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.