Zacks Research Has Bullish Outlook for Dillard’s Q2 Earnings

Dillard’s, Inc. (NYSE:DDS) – Stock analysts at Zacks Research lifted their Q2 2027 EPS estimates for Dillard’s in a report released on Tuesday, March 10th. Zacks Research analyst Team now expects that the company will post earnings per share of $3.83 for the quarter, up from their previous forecast of $3.30. Zacks Research currently 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 announced its quarterly earnings results on Tuesday, February 24th. The company reported $13.05 EPS for the quarter, beating analysts’ consensus estimates of $9.98 by $3.07. The company 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%. Dillard’s’s revenue was down 3.0% compared to the same quarter last year. During the same period in the prior year, the company posted $13.48 EPS.

Several other equities analysts have also recently weighed in on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of Dillard’s in a research report on Wednesday, January 21st. Telsey Advisory Group dropped their price objective on Dillard’s from $700.00 to $650.00 and set a “market perform” rating on the stock in a report on Wednesday, February 25th. UBS Group raised their target price on Dillard’s from $184.00 to $460.00 and gave the stock a “sell” rating in a research note on Friday, November 28th. JPMorgan Chase & Co. reduced their target price on Dillard’s from $524.00 to $449.00 and set an “underweight” rating for the company in a report on Wednesday, February 25th. Finally, Wall Street Zen raised shares of Dillard’s from a “hold” rating to a “buy” rating in a report on Sunday. Three investment analysts have rated the stock with a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Dillard’s has an average rating of “Reduce” and an average target price of $519.67.

Dillard’s Trading Up 0.7%

Shares of DDS stock opened at $602.34 on Thursday. The stock has a market capitalization of $9.42 billion, a price-to-earnings ratio of 16.54 and a beta of 1.30. The company’s fifty day simple moving average is $638.20 and its two-hundred day simple moving average is $623.41. Dillard’s has a 1 year low of $282.24 and a 1 year high of $741.97. The company has a debt-to-equity ratio of 0.24, a current ratio of 2.65 and a quick ratio of 1.31.

Dillard’s Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Tuesday, March 31st will be given a dividend of $0.30 per share. This represents a $1.20 annualized dividend and a yield of 0.2%. The ex-dividend date is Tuesday, March 31st. Dillard’s’s payout ratio is presently 3.30%.

Institutional Trading of Dillard’s

Institutional investors and hedge funds have recently modified their holdings of the business. Northwestern Mutual Wealth Management Co. grew its holdings in shares of Dillard’s by 28,394.2% during the fourth 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 in the last quarter. AQR Capital Management LLC raised its stake in 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 in the last quarter. Gotham Asset Management LLC lifted its position in Dillard’s by 10.7% during the fourth quarter. Gotham Asset Management LLC now owns 73,642 shares of the company’s stock valued at $44,652,000 after purchasing an additional 7,123 shares during the last quarter. Wedge Capital Management L L P NC lifted 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 valued at $43,554,000 after purchasing an additional 62,608 shares during the last quarter. Finally, UBS Group AG grew its stake in Dillard’s by 27.7% in the 4th 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 in the last quarter. Hedge funds and other institutional investors own 67.15% of the company’s stock.

Dillard’s News Roundup

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

• Positive Sentiment: Zacks raised several near?term estimates — Q2 2027 to $3.83 (from $3.30), Q3 2027 to $7.46 (from $6.88) and lifted FY2027 estimates to $31.93 (from $30.18), signaling stronger-than-expected profit outlooks for the coming year. Zacks Raises EPS Estimates
• Positive Sentiment: Zacks also bumped FY2028/FY2029 and several quarterly forecasts (examples: Q1 2027, Q1 2028, Q3 2028), indicating upward revisions across multiple years — a positive signal for medium?term earnings power. Zacks Multi?Year Estimate Raises
• Neutral Sentiment: Broader media coverage is mixed — a recent Yahoo Finance roundup of consumer stocks mentions one name worth investigating and two to avoid; the piece may include Dillard’s context but is not a clear buy/sell signal on its own. 1 Consumer Stock Worth Investigating and 2 We Brush Off
• Negative Sentiment: Zacks maintained a “Hold” rating and made small downgrades on a couple of quarters (Q4 2027 trimmed to $10.75 from $10.80; Q2 2028 to $3.75 from $3.76), reminding investors that revisions are modest and not a wholesale upgrade of the thesis. Zacks Minor Downgrades

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.