Dillard's（DDS）株式概要は米国南東部、南西部、中西部で小売百貨店を経営している。 詳細DDS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績5/6財務の健全性6/6配当金6/6報酬株価収益率（ 14 x） US市場（ 18.8 x）を下回っています。過去1年間で収益は13.8%増加しました 5.3%の高配当で安定した配当金を支払う リスク分析今後3年間の収益は年平均7.7%減少すると予測されている。 すべてのリスクチェックを見るDDS Community Fair Values Create NarrativeSee what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueUS$Current PriceUS$588.1943.6% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-129m7b2016201920222025202620282031Revenue US$7.0bEarnings US$695.1mAdvancedSet Fair ValueView all narrativesDillard's, Inc. 競合他社Vipshop HoldingsSymbol: NYSE:VIPSMarket cap: US$6.8bEtsySymbol: NYSE:ETSYMarket cap: US$6.4bMacy'sSymbol: NYSE:MMarket cap: US$5.7bOllie's Bargain Outlet HoldingsSymbol: NasdaqGM:OLLIMarket cap: US$5.0b価格と性能株価の高値、安値、推移の概要Dillard's過去の株価現在の株価US$588.1952週高値US$741.9852週安値US$386.85ベータ1.211ヶ月の変化4.01%3ヶ月変化-3.86%1年変化50.22%3年間の変化93.82%5年間の変化260.19%IPOからの変化128,232.46%最新ニュースライブニュース • 27mDillard’s Shareholders Approve Merger Plan and Major Share IssuanceShareholders approved the Agreement and Plan of Merger among Dillard's, W.D. Company, Inc., and Alex Dillard as shareholder representative. The meeting authorized the issuance of up to 41,496 Class A shares and 3,985,776 Class B shares of common stock tied to the merger. All nominated directors were elected, KPMG LLP was ratified as independent auditor for 2026, and shareholders gave advisory approval to executive compensation. The approvals remove several procedural hurdles around the merger and related share issuance, and they also signal broad shareholder support for current leadership and governance practices. You may want to watch how the added share capacity is ultimately used and whether any ownership or voting control shifts as the merger terms are implemented.お知らせ • May 29Dillard's, Inc. Declares Cash Dividend, Payable on August 3, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 3, 2026 to shareholders of record as of June 30, 2026.Major Estimate Revision • May 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from US$33.89 to US$39.74. Revenue forecast steady at US$6.62b. Net income forecast to shrink 9.1% next year vs 18% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$521 to US$537. Share price was steady at US$539 over the past week.Seeking Alpha • May 15Dillard's: Strength Is TemporarySummary Dillard’s, Inc. reported a clear improvement in sales growth in Q1, also helping margin stability. The improvement is driven by tariff-related apparel inflation instead of DDS's operational strength. DDS's outlook is still weak. E-commerce continues to erode department store traffic, and the consumer sentiment is currently very low. I estimate DDS stock to have a fair value of $495.4. Read the full article on Seeking AlphaReported Earnings • May 15First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$16.06 (up from US$10.39 in 1Q 2026). Revenue: US$1.59b (up 2.7% from 1Q 2026). Net income: US$250.6m (up 53% from 1Q 2026). Profit margin: 16% (up from 11% in 1Q 2026). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • May 14Dillard's, Inc. to Report Q1, 2027 Results on May 14, 2026Dillard's, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on May 14, 2026最新情報をもっと見るRecent updatesライブニュース • 27mDillard’s Shareholders Approve Merger Plan and Major Share IssuanceShareholders approved the Agreement and Plan of Merger among Dillard's, W.D. Company, Inc., and Alex Dillard as shareholder representative. The meeting authorized the issuance of up to 41,496 Class A shares and 3,985,776 Class B shares of common stock tied to the merger. All nominated directors were elected, KPMG LLP was ratified as independent auditor for 2026, and shareholders gave advisory approval to executive compensation. The approvals remove several procedural hurdles around the merger and related share issuance, and they also signal broad shareholder support for current leadership and governance practices. You may want to watch how the added share capacity is ultimately used and whether any ownership or voting control shifts as the merger terms are implemented.お知らせ • May 29Dillard's, Inc. Declares Cash Dividend, Payable on August 3, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 3, 2026 to shareholders of record as of June 30, 2026.Major Estimate Revision • May 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from US$33.89 to US$39.74. Revenue forecast steady at US$6.62b. Net income forecast to shrink 9.1% next year vs 18% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$521 to US$537. Share price was steady at US$539 over the past week.Seeking Alpha • May 15Dillard's: Strength Is TemporarySummary Dillard’s, Inc. reported a clear improvement in sales growth in Q1, also helping margin stability. The improvement is driven by tariff-related apparel inflation instead of DDS's operational strength. DDS's outlook is still weak. E-commerce continues to erode department store traffic, and the consumer sentiment is currently very low. I estimate DDS stock to have a fair value of $495.4. Read the full article on Seeking AlphaReported Earnings • May 15First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$16.06 (up from US$10.39 in 1Q 2026). Revenue: US$1.59b (up 2.7% from 1Q 2026). Net income: US$250.6m (up 53% from 1Q 2026). Profit margin: 16% (up from 11% in 1Q 2026). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • May 14Dillard's, Inc. to Report Q1, 2027 Results on May 14, 2026Dillard's, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on May 14, 2026お知らせ • Apr 08Dillard’S Inc Introduces Cyd Morris X Gianni BiniDillard’s, Inc. introduced Cyd Morris x Gianni Bini. This exclusive, limited-edition capsule collection marks the first collaboration between Dillard’s and renowned designer and tastemaker Cydney Morris, now available only at Dillard’s stores and online at dillards.com. Drawing inspiration from her grandmother’s seaside garden in California, Morris’s collection reflects a year of returning to her roots. The aesthetic captures a profound sense of nostalgia, warmth, and the effortless grace of coastal living. Rendered in her signature pale blues with delicate scalloped details, Cyd Morris x Gianni Bini is designed for the modern woman’s versatile lifestyle. The collection features: Apparel: Effortless dresses, separates, sets, and swimwear. Accessories: Vintage-inspired footwear, handbags, and hats to complete the look. The pieces embody everything Morris dreamed of packing for a getaway to Sicily—feminine, timeless, and unmistakably her. Gianni Bini, Dillard's largest ladies' contemporary brand, was launched in 2001 in footwear and later extended to apparel. The mission of Gianni Bini is to remain at the forefront of fashion, offering designs that exude high quality and satisfy the contemporary customer's constant craving for innovation and trend-forward style. Each season, Gianni Bini delivers fresh yet timeless pieces that speak to every facet of the modern woman's life. Cyd Morris pictured in her Paige Tube Top & Violante Skirt. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Birdie Dress. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Bambie Blouse. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Abigail Blouse & Sara Short. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Van Blouse. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Kiki Blouse & Georgia Pant. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Levi Top, Beau Bottom & Dottie Bag. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Dottie Bag & Miramar Shoe. Cyd Morris x Gianni Bini is available exclusively at Dillard's.お知らせ • Mar 30Dillard's, Inc., Annual General Meeting, May 28, 2026Dillard's, Inc., Annual General Meeting, May 28, 2026.Reported Earnings • Mar 30Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: US$36.42 (down from US$36.82 in FY 2025). Revenue: US$6.56b (flat on FY 2025). Net income: US$570.2m (down 3.9% from FY 2025). Profit margin: 8.7% (down from 9.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 24Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 04 May 2026. Payout ratio is a comfortable 3.0% and the cash payout ratio is 78%. Trailing yield: 5.5%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.4%).Declared Dividend • Mar 02Dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 31st March 2026 Payment date: 4th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 63% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 2.9% over the next 3 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 27Dillard's, Inc. Declares a Cash Dividend, Payable on May 4, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable May 4, 2026 to shareholders of record as of March 31, 2026.Reported Earnings • Feb 24Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: US$36.32 (down from US$36.82 in FY 2025). Revenue: US$6.56b (flat on FY 2025). Net income: US$570.2m (down 3.9% from FY 2025). Profit margin: 8.7% (down from 9.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.お知らせ • Feb 24Dillard's, Inc. to Report Fiscal Year 2026 Results on Feb 24, 2026Dillard's, Inc. announced that they will report fiscal year 2026 results Pre-Market on Feb 24, 2026Buy Or Sell Opportunity • Feb 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to US$633. The fair value is estimated to be US$515, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to decline by 7.8% in the next 2 years.Buy Or Sell Opportunity • Dec 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$625. The fair value is estimated to be US$517, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to decline by 7.8% in the next 2 years.Upcoming Dividend • Dec 08Upcoming dividend of US$30.00 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.1%).Major Estimate Revision • Nov 26Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$29.55 to US$34.42. Revenue forecast steady at US$6.61b. Net income forecast to shrink 24% next year vs 16% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$432 to US$469. Share price rose 11% to US$671 over the past week.Declared Dividend • Nov 24Dividend of US$30.00 announcedShareholders will receive a dividend of US$30.00. Ex-date: 12th December 2025 Payment date: 5th January 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (0.6776% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 32% over the next 2 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.お知らせ • Nov 21+ 1 more updateDillard’s, Inc. Announces Special Dividend, Payable on January 5, 2026Dillard’s, Inc. announced that the Board of Directors declared a special dividend of $30.00 per share on the Class A and Class B Common Stock of the Company. The special dividend is payable January 5, 2026 to shareholders of record as of December 12, 2025.Price Target Changed • Nov 14Price target increased by 14% to US$432Up from US$379, the current price target is an average from 3 analysts. New target price is 32% below last closing price of US$635. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$29.55 for next year compared to US$36.82 last year.Reported Earnings • Nov 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$8.32 (up from US$7.73 in 3Q 2025). Revenue: US$1.49b (up 2.7% from 3Q 2025). Net income: US$129.8m (up 4.2% from 3Q 2025). Profit margin: 8.7% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 10%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.お知らせ • Nov 14Dillard's, Inc. Introduces Sydney Silverman X Gianni BiniDillard's, Inc. announced Sydney Silverman x Gianni Bini, launching on dillards.com at 10.00 a.m. Central as well as in Dillard's stores nationwide. This limited-edition capsule collection is inspired by timeless luxury infused with Silverman's signature West Coast edge. A year in the making, Sydney Silverman x GianniBini defines the new American classic - where Western edge meets city sophistication. The line features plush knits, structured coats, tailored denim, and rich, cozy neutrals designed to elevate every fall-to-winter wardrobe. Each piece embodies refined ease for the modern woman who moves effortlessly between the ranch and the runway. Sydney Silverman x Gianni bini features pants, jackets, tops, dresses, and outerwear in sizes 0-14 as well as footwear (sizes 5-9.5, 10, 11, & 12) and even a ring watch in three different finishes.Buy Or Sell Opportunity • Nov 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to US$664. The fair value is estimated to be US$551, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to decline by 3.3% in 2 years. Earnings are forecast to decline by 35% in the next 2 years.お知らせ • Nov 13Dillard's, Inc. to Report Q3, 2026 Results on Nov 13, 2025Dillard's, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Nov 13, 2025お知らせ • Oct 24Sydney Silverman Partners with Dillard's to Launch Gianni Bini X Sydney SilvermanDillard's, Inc. and style phenom Sydney Silverman unveil Gianni Bini x Syndey Silverman, a limited-edition capsule inspired by the timeless luxury of Ralph Lauren and infused with Silverman's signature West Coast edge. The collection launches November 14th nationwide and online at Dillards.com. The 30-piece Gianni Bini x Sydney Silverman collection from Dillard's defines the new American classic - where Western edge meets city sophistication. Inspired by timeless luxury infused with modern sensibility, the line features plush knits, structured coats, tailored denim, and rich, cozy neutrals designed to elevate every fall-to-winter wardrobe. Each piece embodies refined ease for the modern woman who moves effortlessly between the ranch and the runway. Known for her effortlessly polished, trend-forward looks, Sydney Silverman has quickly become one of Los Angeles' most influential fashion voices, blending timeless Americana with a fresh, youthful spirit that resides across social media and beyond. With millions of views and a devoted following for her transitional styling and luxe minimalism, this collaboration marks her biggest retail partnership to date.Upcoming Dividend • Sep 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 03 November 2025. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.1%).Declared Dividend • Aug 25Dividend increased to US$0.30Dividend of US$0.30 is 20% higher than last year. Ex-date: 30th September 2025 Payment date: 3rd November 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 30% over the next 2 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 22Dillard's, Inc. Announces Cash Dividend on Class A and Class B Common Stock, Payable on November 3, 2025Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable November 3, 2025 to shareholders of record as of September 30, 2025.分析記事 • Aug 21Some May Be Optimistic About Dillard's' (NYSE:DDS) EarningsNYSE:DDS 1 Year Share Price vs Fair Value Explore Dillard's's Fair Values from the Community and select yours...Price Target Changed • Aug 15Price target increased by 8.3% to US$389Up from US$359, the current price target is an average from 3 analysts. New target price is 25% below last closing price of US$516. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$28.79 for next year compared to US$36.82 last year.Reported Earnings • Aug 15Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: US$4.67. Revenue: US$1.54b (up 1.4% from 2Q 2025). Net income: US$72.8m (down 2.3% from 2Q 2025). Profit margin: 4.7% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to stay flat during the next 3 years compared to a 9.6% growth forecast for the Multiline Retail industry in the US.お知らせ • Aug 14Dillard's, Inc. to Report Q2, 2026 Results on Aug 14, 2025Dillard's, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Aug 14, 2025分析記事 • Jun 26A Look At The Fair Value Of Dillard's, Inc. (NYSE:DDS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dillard's fair value estimate is US$504 With US$410 share...Upcoming Dividend • Jun 23Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 04 August 2025. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.5%).Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$402. The fair value is estimated to be US$503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 4.3% in 2 years. Earnings are forecast to decline by 47% in the next 2 years.お知らせ • May 23Dillard's, Inc. Elects Warren A. Stephens as Class B DirectorDillard's, Inc. held its Annual Meeting of Stockholders on May 17, 2025, approved to elect Warren A. Stephens as Class B director.Major Estimate Revision • May 22Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$23.07 to US$27.27. Revenue forecast steady at US$6.45b. Net income forecast to shrink 30% next year vs 8.1% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$304 to US$329. Share price rose 3.0% to US$423 over the past week.Declared Dividend • May 21Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 30th June 2025 Payment date: 4th August 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (2% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 65% over the next 3 years. However, it would need to fall by 98% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • May 18Price target increased by 8.2% to US$329Up from US$304, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$420. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of US$27.27 for next year compared to US$36.82 last year.お知らせ • May 18Dillard's, Inc. Announces Cash Dividend, Payable on August 4, 2025Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 4, 2025 to shareholders of record as of June 30, 2025.Reported Earnings • May 15First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$10.37 (down from US$11.09 in 1Q 2025). Revenue: US$1.55b (down 1.6% from 1Q 2025). Net income: US$163.8m (down 9.0% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.0%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • May 15Dillard's, Inc. to Report Q1, 2026 Results on May 15, 2025Dillard's, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 15, 2025Seeking Alpha • Apr 26Dillard's: It Is Trading At A Premium Despite Overpricing And Market RisksSummary Dillard’s, Inc. faces significant challenges from competition, economic volatility, and tariffs, leading to weak topline performance and a -5.0% YoY revenue decrease in Q4 2024. Despite a strong Balance Sheet, DDS struggles with high inventory levels, declining operating margins, and increased cost sensitivity, making it vulnerable to inflation. The stock remains overpriced with a P/B Ratio of 2.84x and a -16.0% downside risk, supported by weak technical indicators and a Death Cross formation. Given the market risks and overvaluation, I recommend a hold rating for DDS to avoid potential downside and bull traps. Read the full article on Seeking AlphaMajor Estimate Revision • Apr 09Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$25.60 to US$23.02 per share. Revenue forecast steady at US$6.43b. Net income forecast to shrink 39% next year vs 15% growth forecast for Multiline Retail industry in the US . Consensus price target down from US$322 to US$304. Share price fell 9.9% to US$328 over the past week.Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$295, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in the US. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$524 per share.お知らせ • Apr 07Dillard's, Inc., Annual General Meeting, May 17, 2025Dillard's, Inc., Annual General Meeting, May 17, 2025. Location: dillards corporate office, 1600 cantrell road, little rock, arkansas, United Statesお知らせ • Apr 01Dillard's, Inc. Introduces Shea Leigh Mills for Gianni BiniDillard's, Inc. introduced Shea Leigh Mills for Gianni Bini, a limited-edition capsule collection created by Shea Leigh Mills and now available on company website as well as in Dillard's stores nationwide. Shea Leigh Mills, has designed this comprehensive collection of coordinating apparel, footwear, swimwear, handbags and accessories exclusively for Gianni Bini. Shea drew inspiration for Shea Leigh Mills for Gianni from the people and places she loves and the moments that matter in her life, naming each piece in honor of these meaningful relationships and experiences. The collection captures Shea's contagious positivity reflected in her motto, " nothing can ruin this day" The collaboration features coordinating dresses, separates in feminine prints, statement solids and flowy, summer silhouettes complemented by coordinating shoes, handbags and accessories.Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$36.82 (down from US$44.73 in FY 2024). Revenue: US$6.59b (down 4.1% from FY 2024). Net income: US$593.5m (down 20% from FY 2024). Profit margin: 9.0% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Like-for-like sales growth: Down 3.0% vs FY 2024 Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.2%. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.3%).Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$367, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in the US. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$571 per share.Declared Dividend • Mar 03Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 31st March 2025 Payment date: 5th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 58% over the next 3 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.お知らせ • Feb 28Dillard's, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on May 5, 2025Dillard's, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable May 5, 2025 to shareholders of record as of March 31, 2025.Seeking Alpha • Feb 26Dillard's: Growing Weakness And Misplaced Incentives Justify A Bearish OutlookSummary Despite Dillard's stock soaring 113.1% since May 2022, revenue, profits, and cash flows have worsened, prompting a downgrade to 'sell'. Management's focus on dividends and buybacks over operational improvements signals short-term gains at the expense of long-term health. Comparable store sales and transaction numbers are declining, indicating deeper issues with customer engagement and overall financial performance. Its current valuation, while fairly attractive, is high compared to peers, making DDS less attractive amidst declining fundamentals. Read the full article on Seeking AlphaReported Earnings • Feb 26Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$36.86 (down from US$44.73 in FY 2024). Revenue: US$6.59b (down 4.1% from FY 2024). Net income: US$593.5m (down 20% from FY 2024). Profit margin: 9.0% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.4%. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.お知らせ • Feb 25Dillard's, Inc. to Report Q4, 2025 Results on Feb 26, 2025Dillard's, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 26, 2025お知らせ • Feb 24Dillard's, Inc. Introduces Style by Simkins for Antonio MelaniDillard's, Inc. announced Style by Simkins for Antonio Melani, now available on dillards.com as well as in stores nationwide. New York City-based content creator and fashion stylist, Natalie Simkins, has created this elegant and comprehensive Spring/Summer collaboration exclusively for Dillard's Antonio Melani customers. Conused with the vibrant colors of the landscape, the graceful silhouettes of coastal living, and geometric patterns that give my coastal roots a modern twist, this collection is an homage to the place that inspired it all. Think flowy dresses for warm, sunny days, resort ready pieces for next getaway, and bold yet refined patterns that capture the essence of coastal style. Style by Simkins for AntonioMelani showcases a coordinating collection of Spring/Summer dresses and separates in sizes ranging from 0-18 and XS to XL as well as footwear, swimwear and coverups. It is available for a limited time on dillards.com and in Dillard's stores nationwide.お知らせ • Feb 11Dillard’s Introduces Kristin Ellen Hockman for EdgehillDillard’s, Inc. announced Kristin Ellen Hockman for Edgehill, launching on dillards.com at 10.00 a.m. Central as well as in stores nationwide. Kristin Ellen Hockman, a mother, interior designer and fashion tastemaker, has designed this limited-edition capsule collection for Edgehill, the Company’s elevated and exclusive line of children’s apparel and accessories. Kristin Ellen Hockman for Edgehill features exclusive selections of infants and children’s apparel with coordinating footwear and accessories. Apparel sizes range from newborn to 6x (girls) and 7 (boys). Footwear sizes range from Infant 5 to Youth 1. The line also features a coordinating quilt, two plush ducks, a weekender bag and a storage trunk.Seeking Alpha • Dec 10Dillard's: Why Dividend Investors May Want To Add This Stock To Their PortfolioSummary Dillard's, despite facing headwinds, has strong fundamentals, a low debt balance sheet, and sufficient cash flows to cover dividends, making it attractive for dividend investors. The company rewards shareholders with frequent special dividends, including a recent $25 special dividend, enhancing its appeal despite a low average yield. Dillard's has consistently repurchased shares, reducing share count by 62% over nine years, which boosts earnings growth and dividend safety. Potential downside risks include a forecasted decline in sales and a possible price correction post-special dividend, warranting cautious investment consideration. Read the full article on Seeking AlphaSeeking Alpha • Nov 27Dillard's: Demand Outlook Remains Poor With Risk Of Margin ContractionSummary I maintain a hold rating on Dillard’s due to ongoing macro headwinds, poor demand outlook, and risks to gross margin performance. 3Q24 results showed a 3.8% revenue decline, with negative same-store sales and margin contractions. The promotional environment is intense, and DDS may need to mark down inventory, further risking margin contraction amid already poor demand. Read the full article on Seeking AlphaDeclared Dividend • Nov 26Dividend of US$25.00 announcedShareholders will receive a dividend of US$25.00. Ex-date: 13th December 2024 Payment date: 6th January 2025 Dividend yield will be 5.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 56% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 51% over the next 2 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.お知らせ • Nov 22+ 1 more updateDillard's, Inc. Announces Special Dividend on Class A and Class B Common Stock, Payable January 6, 2025Dillard's, Inc. announced that the Board of Directors declared a special dividend of $25.00 per share on the Class A and Class B Common Stock of the Company. The special dividend is payable January 6, 2025 to shareholders of record as of December 13, 2024.Price Target Changed • Nov 17Price target increased by 11% to US$332Up from US$299, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$427. Stock is up 26% over the past year. The company is forecast to post earnings per share of US$32.64 for next year compared to US$44.73 last year.Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$7.74 (down from US$9.49 in 3Q 2024). Revenue: US$1.45b (down 3.5% from 3Q 2024). Net income: US$124.6m (down 20% from 3Q 2024). Profit margin: 8.6% (down from 10% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is expected to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 10%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.お知らせ • Nov 15Dillard’S, Inc. Announces the Launch of Lilly Sisto for Gianni BiniDillard’s, Inc. announced the launch of Lilly Sisto for Gianni Bini. This exclusive line of contemporary apparel, footwear, handbags and accessories is a limited-edition capsule collection designed in collaboration with New York-based fashion tastemaker, Lilly Sisto. The collection is now available for a limited time in Dillard’s stores across the nation as well as online.お知らせ • Nov 14Dillard's, Inc. to Report Q3, 2025 Results on Nov 14, 2024Dillard's, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 14, 2024お知らせ • Oct 09Dillard's, Inc. Introduces Muse by MarchesaDillard’s, Inc. introduced Muse by Marchesa, a new line of social dresses, separates and footwear for all dress-wear occasions designed exclusively for Dillard’s by Georgina Chapman, Creative Director and co-founder of Marchesa. Currently available in 99 Dillard’s locations and online at dillards.com, Muse by Marchesa incorporates the couture sensibility and signature opulence with which the Marchesa name has become synonymous. The collection exudes Marchesa’s iconic artistry through high fashion designs and unique textural elements including embroidery, three-dimensional fabrication, and stone and jewel encrusting.Upcoming Dividend • Sep 23Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 04 November 2024. Payout ratio is a comfortable 2.5% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.7%).Seeking Alpha • Aug 27Dillard's: Negative Outlook On Topline, MarginsSummary I recommend a hold rating for Dillard’s due to an unfavorable macro backdrop and growing inventory risks impacting near-term performance. DDS reported disappointing 2Q24 results, with declining sales, margins, and continued negative same-store sales growth, leading to a significant stock price drop. High inventory levels and weak consumer spending environment pose downside risks to DDS's gross margins and profitability in the near term. DDS's current valuation at ~12x forward earnings is not attractive, given the poor topline and margin outlook, suggesting potential for further multiple contraction. Read the full article on Seeking AlphaDeclared Dividend • Aug 26Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 30th September 2024 Payment date: 4th November 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (1% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 56% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 50% over the next 2 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.お知らせ • Aug 23Dillard's, Inc. Announces Cash Dividend, Payable on November 4, 2024Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable November 4, 2024 to shareholders of record as of September 30, 2024.Price Target Changed • Aug 18Price target decreased by 14% to US$299Down from US$349, the current price target is an average from 3 analysts. New target price is 15% below last closing price of US$353. Stock is up 3.9% over the past year. The company is forecast to post earnings per share of US$30.79 for next year compared to US$44.73 last year.Reported Earnings • Aug 16Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$4.60 (down from US$7.98 in 2Q 2024). Revenue: US$1.51b (down 5.2% from 2Q 2024). Net income: US$74.5m (down 43% from 2Q 2024). Profit margin: 4.9% (down from 8.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Seeking Alpha • Aug 15Dillard's: Sales Worsen Worryingly In Q2Summary Dillard's reported Q2 results with below-expectation comparable store sales, related to continuing challenges in consumer spending. The weak sales are in part related to macroeconomic worries, but in light of recent performance against peers, Dillard's Q2 could also be a sign of company-specific traffic weakness. Worryingly, Dillard's didn't manage to adapt costs to the weaker consumer spending, only starting to adapt after Q2. Dillard's stock now comes at a justified margin of safety. Read the full article on Seeking Alphaお知らせ • Aug 15Dillard's, Inc. to Report Q2, 2025 Results on Aug 15, 2024Dillard's, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 15, 2024Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$395, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Multiline Retail industry in the US. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$715 per share.お知らせ • Jul 03+ 1 more updateDillard's, Inc.(NYSE:DDS) dropped from Russell 2000 Defensive IndexDillard's, Inc.(NYSE:DDS) dropped from Russell 2000 Defensive IndexSeeking Alpha • Jun 03Dillard's Stock: Wait For A Better SaleSummary We recap the Q1 earnings report from Dillard's, Inc. Management is citing a challenging environment that has pressured sales and margins. We expect shares to face some volatility amid a more uncertain near-term operating outlook. Read the full article on Seeking AlphaDeclared Dividend • May 23Dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 28th June 2024 Payment date: 5th August 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (2% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 59% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 63% over the next 3 years. However, it would need to fall by 98% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • May 17First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$11.11 (down from US$11.85 in 1Q 2024). Revenue: US$1.57b (down 2.5% from 1Q 2024). Net income: US$180.0m (down 11% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.3%. Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 17Dillard's, Inc. to Report Q1, 2025 Results on May 16, 2024Dillard's, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 16, 2024Price Target Changed • May 16Price target increased by 8.2% to US$337Up from US$311, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$434. Stock is up 48% over the past year. The company is forecast to post earnings per share of US$32.20 for next year compared to US$44.73 last year.株主還元DDSUS Multiline RetailUS 市場7D4.7%0.5%1.6%1Y50.2%19.7%28.2%株主還元を見る業界別リターン: DDS過去 1 年間で19.7 % の収益を上げたUS Multiline Retail業界を上回りました。リターン対市場: DDS過去 1 年間で28.2 % の収益を上げたUS市場を上回りました。価格変動Is DDS's price volatile compared to industry and market?DDS volatilityDDS Average Weekly Movement4.6%Multiline Retail Industry Average Movement6.8%Market Average Movement7.2%10% most volatile stocks in US Market16.8%10% least volatile stocks in US Market3.0%安定した株価: DDS 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DDSの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1938n/aWilliam Dillardwww.dillards.comは米国南東部、南西部、中西部で小売百貨店を経営している。紳士、婦人、子供用ファッション衣料品、アクセサリー、化粧品、家庭用品、その他の消費財をインターネット・ストアdillards.comやクリアランス・センターを通じて販売している。また、同社店舗の建設や改装などのゼネコン建設活動も行っている。同社は1938年に設立され、アーカンソー州リトルロックに本拠を置く。もっと見るDillard's, Inc. 基礎のまとめDillard's の収益と売上を時価総額と比較するとどうか。DDS 基礎統計学時価総額US$9.22b収益（TTM）US$656.99m売上高(TTM)US$6.60b14.0xPER（株価収益率1.4xP/SレシオDDS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DDS 損益計算書（TTM）収益US$6.60b売上原価US$3.93b売上総利益US$2.68bその他の費用US$2.02b収益US$656.99m直近の収益報告May 02, 2026次回決算日該当なし一株当たり利益（EPS）42.07グロス・マージン40.51%純利益率9.95%有利子負債／自己資本比率25.8%DDS の長期的なパフォーマンスは？過去の実績と比較を見る配当金5.3%現在の配当利回り2%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/01 04:29終値2026/06/01 00:00収益2026/05/02年間収益2026/01/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dillard's, Inc. 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Lorraine Corrine HutchinsonBofA Global ResearchPaul TrussellDeutsche BankMatthew BossJ.P. Morgan5 その他のアナリストを表示
ライブニュース • 27mDillard’s Shareholders Approve Merger Plan and Major Share IssuanceShareholders approved the Agreement and Plan of Merger among Dillard's, W.D. Company, Inc., and Alex Dillard as shareholder representative. The meeting authorized the issuance of up to 41,496 Class A shares and 3,985,776 Class B shares of common stock tied to the merger. All nominated directors were elected, KPMG LLP was ratified as independent auditor for 2026, and shareholders gave advisory approval to executive compensation. The approvals remove several procedural hurdles around the merger and related share issuance, and they also signal broad shareholder support for current leadership and governance practices. You may want to watch how the added share capacity is ultimately used and whether any ownership or voting control shifts as the merger terms are implemented.
お知らせ • May 29Dillard's, Inc. Declares Cash Dividend, Payable on August 3, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 3, 2026 to shareholders of record as of June 30, 2026.
Major Estimate Revision • May 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from US$33.89 to US$39.74. Revenue forecast steady at US$6.62b. Net income forecast to shrink 9.1% next year vs 18% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$521 to US$537. Share price was steady at US$539 over the past week.
Seeking Alpha • May 15Dillard's: Strength Is TemporarySummary Dillard’s, Inc. reported a clear improvement in sales growth in Q1, also helping margin stability. The improvement is driven by tariff-related apparel inflation instead of DDS's operational strength. DDS's outlook is still weak. E-commerce continues to erode department store traffic, and the consumer sentiment is currently very low. I estimate DDS stock to have a fair value of $495.4. Read the full article on Seeking Alpha
Reported Earnings • May 15First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$16.06 (up from US$10.39 in 1Q 2026). Revenue: US$1.59b (up 2.7% from 1Q 2026). Net income: US$250.6m (up 53% from 1Q 2026). Profit margin: 16% (up from 11% in 1Q 2026). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • May 14Dillard's, Inc. to Report Q1, 2027 Results on May 14, 2026Dillard's, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on May 14, 2026
ライブニュース • 27mDillard’s Shareholders Approve Merger Plan and Major Share IssuanceShareholders approved the Agreement and Plan of Merger among Dillard's, W.D. Company, Inc., and Alex Dillard as shareholder representative. The meeting authorized the issuance of up to 41,496 Class A shares and 3,985,776 Class B shares of common stock tied to the merger. All nominated directors were elected, KPMG LLP was ratified as independent auditor for 2026, and shareholders gave advisory approval to executive compensation. The approvals remove several procedural hurdles around the merger and related share issuance, and they also signal broad shareholder support for current leadership and governance practices. You may want to watch how the added share capacity is ultimately used and whether any ownership or voting control shifts as the merger terms are implemented.
お知らせ • May 29Dillard's, Inc. Declares Cash Dividend, Payable on August 3, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 3, 2026 to shareholders of record as of June 30, 2026.
Major Estimate Revision • May 21Consensus EPS estimates increase by 17%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from US$33.89 to US$39.74. Revenue forecast steady at US$6.62b. Net income forecast to shrink 9.1% next year vs 18% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$521 to US$537. Share price was steady at US$539 over the past week.
Seeking Alpha • May 15Dillard's: Strength Is TemporarySummary Dillard’s, Inc. reported a clear improvement in sales growth in Q1, also helping margin stability. The improvement is driven by tariff-related apparel inflation instead of DDS's operational strength. DDS's outlook is still weak. E-commerce continues to erode department store traffic, and the consumer sentiment is currently very low. I estimate DDS stock to have a fair value of $495.4. Read the full article on Seeking Alpha
Reported Earnings • May 15First quarter 2027 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2027 results: EPS: US$16.06 (up from US$10.39 in 1Q 2026). Revenue: US$1.59b (up 2.7% from 1Q 2026). Net income: US$250.6m (up 53% from 1Q 2026). Profit margin: 16% (up from 11% in 1Q 2026). The increase in margin was primarily driven by lower expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 51%. Revenue is forecast to stay flat during the next 3 years compared to a 11% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • May 14Dillard's, Inc. to Report Q1, 2027 Results on May 14, 2026Dillard's, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on May 14, 2026
お知らせ • Apr 08Dillard’S Inc Introduces Cyd Morris X Gianni BiniDillard’s, Inc. introduced Cyd Morris x Gianni Bini. This exclusive, limited-edition capsule collection marks the first collaboration between Dillard’s and renowned designer and tastemaker Cydney Morris, now available only at Dillard’s stores and online at dillards.com. Drawing inspiration from her grandmother’s seaside garden in California, Morris’s collection reflects a year of returning to her roots. The aesthetic captures a profound sense of nostalgia, warmth, and the effortless grace of coastal living. Rendered in her signature pale blues with delicate scalloped details, Cyd Morris x Gianni Bini is designed for the modern woman’s versatile lifestyle. The collection features: Apparel: Effortless dresses, separates, sets, and swimwear. Accessories: Vintage-inspired footwear, handbags, and hats to complete the look. The pieces embody everything Morris dreamed of packing for a getaway to Sicily—feminine, timeless, and unmistakably her. Gianni Bini, Dillard's largest ladies' contemporary brand, was launched in 2001 in footwear and later extended to apparel. The mission of Gianni Bini is to remain at the forefront of fashion, offering designs that exude high quality and satisfy the contemporary customer's constant craving for innovation and trend-forward style. Each season, Gianni Bini delivers fresh yet timeless pieces that speak to every facet of the modern woman's life. Cyd Morris pictured in her Paige Tube Top & Violante Skirt. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Birdie Dress. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Bambie Blouse. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Abigail Blouse & Sara Short. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Van Blouse. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Kiki Blouse & Georgia Pant. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Levi Top, Beau Bottom & Dottie Bag. Cyd Morris x Gianni Bini is available exclusively at Dillard's. The Dottie Bag & Miramar Shoe. Cyd Morris x Gianni Bini is available exclusively at Dillard's.
お知らせ • Mar 30Dillard's, Inc., Annual General Meeting, May 28, 2026Dillard's, Inc., Annual General Meeting, May 28, 2026.
Reported Earnings • Mar 30Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: US$36.42 (down from US$36.82 in FY 2025). Revenue: US$6.56b (flat on FY 2025). Net income: US$570.2m (down 3.9% from FY 2025). Profit margin: 8.7% (down from 9.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to stay flat during the next 3 years compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 31 March 2026. Payment date: 04 May 2026. Payout ratio is a comfortable 3.0% and the cash payout ratio is 78%. Trailing yield: 5.5%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.4%).
Declared Dividend • Mar 02Dividend of US$0.30 announcedShareholders will receive a dividend of US$0.30. Ex-date: 31st March 2026 Payment date: 4th May 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (78% cash payout ratio). The dividend has increased by an average of 63% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 2.9% over the next 3 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 27Dillard's, Inc. Declares a Cash Dividend, Payable on May 4, 2026Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable May 4, 2026 to shareholders of record as of March 31, 2026.
Reported Earnings • Feb 24Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: US$36.32 (down from US$36.82 in FY 2025). Revenue: US$6.56b (flat on FY 2025). Net income: US$570.2m (down 3.9% from FY 2025). Profit margin: 8.7% (down from 9.0% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Revenue is forecast to grow 1.3% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Multiline Retail industry in the US. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 19% per year, which means it is well ahead of earnings.
お知らせ • Feb 24Dillard's, Inc. to Report Fiscal Year 2026 Results on Feb 24, 2026Dillard's, Inc. announced that they will report fiscal year 2026 results Pre-Market on Feb 24, 2026
Buy Or Sell Opportunity • Feb 02Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 6.3% to US$633. The fair value is estimated to be US$515, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to decline by 7.8% in the next 2 years.
Buy Or Sell Opportunity • Dec 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to US$625. The fair value is estimated to be US$517, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to grow by 1.5% in 2 years. Earnings are forecast to decline by 7.8% in the next 2 years.
Upcoming Dividend • Dec 08Upcoming dividend of US$30.00 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 05 January 2026. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.4%). Higher than average of industry peers (1.1%).
Major Estimate Revision • Nov 26Consensus EPS estimates increase by 16%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$29.55 to US$34.42. Revenue forecast steady at US$6.61b. Net income forecast to shrink 24% next year vs 16% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$432 to US$469. Share price rose 11% to US$671 over the past week.
Declared Dividend • Nov 24Dividend of US$30.00 announcedShareholders will receive a dividend of US$30.00. Ex-date: 12th December 2025 Payment date: 5th January 2026 Dividend yield will be 5.1%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (0.6776% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 32% over the next 2 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Nov 21+ 1 more updateDillard’s, Inc. Announces Special Dividend, Payable on January 5, 2026Dillard’s, Inc. announced that the Board of Directors declared a special dividend of $30.00 per share on the Class A and Class B Common Stock of the Company. The special dividend is payable January 5, 2026 to shareholders of record as of December 12, 2025.
Price Target Changed • Nov 14Price target increased by 14% to US$432Up from US$379, the current price target is an average from 3 analysts. New target price is 32% below last closing price of US$635. Stock is up 49% over the past year. The company is forecast to post earnings per share of US$29.55 for next year compared to US$36.82 last year.
Reported Earnings • Nov 14Third quarter 2026 earnings: EPS and revenues exceed analyst expectationsThird quarter 2026 results: EPS: US$8.32 (up from US$7.73 in 3Q 2025). Revenue: US$1.49b (up 2.7% from 3Q 2025). Net income: US$129.8m (up 4.2% from 3Q 2025). Profit margin: 8.7% (up from 8.6% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.3%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 10%. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 21% per year, which means it is well ahead of earnings.
お知らせ • Nov 14Dillard's, Inc. Introduces Sydney Silverman X Gianni BiniDillard's, Inc. announced Sydney Silverman x Gianni Bini, launching on dillards.com at 10.00 a.m. Central as well as in Dillard's stores nationwide. This limited-edition capsule collection is inspired by timeless luxury infused with Silverman's signature West Coast edge. A year in the making, Sydney Silverman x GianniBini defines the new American classic - where Western edge meets city sophistication. The line features plush knits, structured coats, tailored denim, and rich, cozy neutrals designed to elevate every fall-to-winter wardrobe. Each piece embodies refined ease for the modern woman who moves effortlessly between the ranch and the runway. Sydney Silverman x Gianni bini features pants, jackets, tops, dresses, and outerwear in sizes 0-14 as well as footwear (sizes 5-9.5, 10, 11, & 12) and even a ring watch in three different finishes.
Buy Or Sell Opportunity • Nov 13Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 29% to US$664. The fair value is estimated to be US$551, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 13%. Revenue is forecast to decline by 3.3% in 2 years. Earnings are forecast to decline by 35% in the next 2 years.
お知らせ • Nov 13Dillard's, Inc. to Report Q3, 2026 Results on Nov 13, 2025Dillard's, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Nov 13, 2025
お知らせ • Oct 24Sydney Silverman Partners with Dillard's to Launch Gianni Bini X Sydney SilvermanDillard's, Inc. and style phenom Sydney Silverman unveil Gianni Bini x Syndey Silverman, a limited-edition capsule inspired by the timeless luxury of Ralph Lauren and infused with Silverman's signature West Coast edge. The collection launches November 14th nationwide and online at Dillards.com. The 30-piece Gianni Bini x Sydney Silverman collection from Dillard's defines the new American classic - where Western edge meets city sophistication. Inspired by timeless luxury infused with modern sensibility, the line features plush knits, structured coats, tailored denim, and rich, cozy neutrals designed to elevate every fall-to-winter wardrobe. Each piece embodies refined ease for the modern woman who moves effortlessly between the ranch and the runway. Known for her effortlessly polished, trend-forward looks, Sydney Silverman has quickly become one of Los Angeles' most influential fashion voices, blending timeless Americana with a fresh, youthful spirit that resides across social media and beyond. With millions of views and a devoted following for her transitional styling and luxe minimalism, this collaboration marks her biggest retail partnership to date.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.30 per shareEligible shareholders must have bought the stock before 30 September 2025. Payment date: 03 November 2025. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of American dividend payers (4.5%). Higher than average of industry peers (1.1%).
Declared Dividend • Aug 25Dividend increased to US$0.30Dividend of US$0.30 is 20% higher than last year. Ex-date: 30th September 2025 Payment date: 3rd November 2025 Dividend yield will be 4.9%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 30% over the next 2 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 22Dillard's, Inc. Announces Cash Dividend on Class A and Class B Common Stock, Payable on November 3, 2025Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.30 per share on the Class A and Class B Common Stock of the Company. The dividend is payable November 3, 2025 to shareholders of record as of September 30, 2025.
分析記事 • Aug 21Some May Be Optimistic About Dillard's' (NYSE:DDS) EarningsNYSE:DDS 1 Year Share Price vs Fair Value Explore Dillard's's Fair Values from the Community and select yours...
Price Target Changed • Aug 15Price target increased by 8.3% to US$389Up from US$359, the current price target is an average from 3 analysts. New target price is 25% below last closing price of US$516. Stock is up 46% over the past year. The company is forecast to post earnings per share of US$28.79 for next year compared to US$36.82 last year.
Reported Earnings • Aug 15Second quarter 2026 earnings: EPS exceeds analyst expectationsSecond quarter 2026 results: EPS: US$4.67. Revenue: US$1.54b (up 1.4% from 2Q 2025). Net income: US$72.8m (down 2.3% from 2Q 2025). Profit margin: 4.7% (down from 4.9% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 17%. Revenue is forecast to stay flat during the next 3 years compared to a 9.6% growth forecast for the Multiline Retail industry in the US.
お知らせ • Aug 14Dillard's, Inc. to Report Q2, 2026 Results on Aug 14, 2025Dillard's, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Aug 14, 2025
分析記事 • Jun 26A Look At The Fair Value Of Dillard's, Inc. (NYSE:DDS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Dillard's fair value estimate is US$504 With US$410 share...
Upcoming Dividend • Jun 23Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 30 June 2025. Payment date: 04 August 2025. Payout ratio is a comfortable 2.8% and this is well supported by cash flows. Trailing yield: 6.4%. Within top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.5%).
Buy Or Sell Opportunity • Jun 12Now 20% undervaluedOver the last 90 days, the stock has risen 13% to US$402. The fair value is estimated to be US$503, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. Revenue is forecast to decline by 4.3% in 2 years. Earnings are forecast to decline by 47% in the next 2 years.
お知らせ • May 23Dillard's, Inc. Elects Warren A. Stephens as Class B DirectorDillard's, Inc. held its Annual Meeting of Stockholders on May 17, 2025, approved to elect Warren A. Stephens as Class B director.
Major Estimate Revision • May 22Consensus EPS estimates increase by 18%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from US$23.07 to US$27.27. Revenue forecast steady at US$6.45b. Net income forecast to shrink 30% next year vs 8.1% growth forecast for Multiline Retail industry in the US . Consensus price target up from US$304 to US$329. Share price rose 3.0% to US$423 over the past week.
Declared Dividend • May 21Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 30th June 2025 Payment date: 4th August 2025 Dividend yield will be 6.4%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (2% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 65% over the next 3 years. However, it would need to fall by 98% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • May 18Price target increased by 8.2% to US$329Up from US$304, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$420. Stock is down 3.9% over the past year. The company is forecast to post earnings per share of US$27.27 for next year compared to US$36.82 last year.
お知らせ • May 18Dillard's, Inc. Announces Cash Dividend, Payable on August 4, 2025Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable August 4, 2025 to shareholders of record as of June 30, 2025.
Reported Earnings • May 15First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: US$10.37 (down from US$11.09 in 1Q 2025). Revenue: US$1.55b (down 1.6% from 1Q 2025). Net income: US$163.8m (down 9.0% from 1Q 2025). Profit margin: 11% (in line with 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 14%. Revenue is expected to decline by 3.1% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.0%. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 15Dillard's, Inc. to Report Q1, 2026 Results on May 15, 2025Dillard's, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 15, 2025
Seeking Alpha • Apr 26Dillard's: It Is Trading At A Premium Despite Overpricing And Market RisksSummary Dillard’s, Inc. faces significant challenges from competition, economic volatility, and tariffs, leading to weak topline performance and a -5.0% YoY revenue decrease in Q4 2024. Despite a strong Balance Sheet, DDS struggles with high inventory levels, declining operating margins, and increased cost sensitivity, making it vulnerable to inflation. The stock remains overpriced with a P/B Ratio of 2.84x and a -16.0% downside risk, supported by weak technical indicators and a Death Cross formation. Given the market risks and overvaluation, I recommend a hold rating for DDS to avoid potential downside and bull traps. Read the full article on Seeking Alpha
Major Estimate Revision • Apr 09Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate fell from US$25.60 to US$23.02 per share. Revenue forecast steady at US$6.43b. Net income forecast to shrink 39% next year vs 15% growth forecast for Multiline Retail industry in the US . Consensus price target down from US$322 to US$304. Share price fell 9.9% to US$328 over the past week.
Valuation Update With 7 Day Price Move • Apr 08Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$295, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 14x in the Multiline Retail industry in the US. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$524 per share.
お知らせ • Apr 07Dillard's, Inc., Annual General Meeting, May 17, 2025Dillard's, Inc., Annual General Meeting, May 17, 2025. Location: dillards corporate office, 1600 cantrell road, little rock, arkansas, United States
お知らせ • Apr 01Dillard's, Inc. Introduces Shea Leigh Mills for Gianni BiniDillard's, Inc. introduced Shea Leigh Mills for Gianni Bini, a limited-edition capsule collection created by Shea Leigh Mills and now available on company website as well as in Dillard's stores nationwide. Shea Leigh Mills, has designed this comprehensive collection of coordinating apparel, footwear, swimwear, handbags and accessories exclusively for Gianni Bini. Shea drew inspiration for Shea Leigh Mills for Gianni from the people and places she loves and the moments that matter in her life, naming each piece in honor of these meaningful relationships and experiences. The collection captures Shea's contagious positivity reflected in her motto, " nothing can ruin this day" The collaboration features coordinating dresses, separates in feminine prints, statement solids and flowy, summer silhouettes complemented by coordinating shoes, handbags and accessories.
Reported Earnings • Mar 30Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$36.82 (down from US$44.73 in FY 2024). Revenue: US$6.59b (down 4.1% from FY 2024). Net income: US$593.5m (down 20% from FY 2024). Profit margin: 9.0% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Like-for-like sales growth: Down 3.0% vs FY 2024 Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 2.0% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.2%. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 24Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 31 March 2025. Payment date: 05 May 2025. Payout ratio is a comfortable 2.7% and this is well supported by cash flows. Trailing yield: 7.4%. Within top quartile of American dividend payers (4.7%). Higher than average of industry peers (1.3%).
Valuation Update With 7 Day Price Move • Mar 04Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to US$367, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 15x in the Multiline Retail industry in the US. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$571 per share.
Declared Dividend • Mar 03Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 31st March 2025 Payment date: 5th May 2025 Dividend yield will be 6.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (3% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 60% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 58% over the next 3 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Feb 28Dillard's, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on May 5, 2025Dillard's, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable May 5, 2025 to shareholders of record as of March 31, 2025.
Seeking Alpha • Feb 26Dillard's: Growing Weakness And Misplaced Incentives Justify A Bearish OutlookSummary Despite Dillard's stock soaring 113.1% since May 2022, revenue, profits, and cash flows have worsened, prompting a downgrade to 'sell'. Management's focus on dividends and buybacks over operational improvements signals short-term gains at the expense of long-term health. Comparable store sales and transaction numbers are declining, indicating deeper issues with customer engagement and overall financial performance. Its current valuation, while fairly attractive, is high compared to peers, making DDS less attractive amidst declining fundamentals. Read the full article on Seeking Alpha
Reported Earnings • Feb 26Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$36.86 (down from US$44.73 in FY 2024). Revenue: US$6.59b (down 4.1% from FY 2024). Net income: US$593.5m (down 20% from FY 2024). Profit margin: 9.0% (down from 11% in FY 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Revenue is expected to decline by 3.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in the US are expected to grow by 9.4%. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
お知らせ • Feb 25Dillard's, Inc. to Report Q4, 2025 Results on Feb 26, 2025Dillard's, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 26, 2025
お知らせ • Feb 24Dillard's, Inc. Introduces Style by Simkins for Antonio MelaniDillard's, Inc. announced Style by Simkins for Antonio Melani, now available on dillards.com as well as in stores nationwide. New York City-based content creator and fashion stylist, Natalie Simkins, has created this elegant and comprehensive Spring/Summer collaboration exclusively for Dillard's Antonio Melani customers. Conused with the vibrant colors of the landscape, the graceful silhouettes of coastal living, and geometric patterns that give my coastal roots a modern twist, this collection is an homage to the place that inspired it all. Think flowy dresses for warm, sunny days, resort ready pieces for next getaway, and bold yet refined patterns that capture the essence of coastal style. Style by Simkins for AntonioMelani showcases a coordinating collection of Spring/Summer dresses and separates in sizes ranging from 0-18 and XS to XL as well as footwear, swimwear and coverups. It is available for a limited time on dillards.com and in Dillard's stores nationwide.
お知らせ • Feb 11Dillard’s Introduces Kristin Ellen Hockman for EdgehillDillard’s, Inc. announced Kristin Ellen Hockman for Edgehill, launching on dillards.com at 10.00 a.m. Central as well as in stores nationwide. Kristin Ellen Hockman, a mother, interior designer and fashion tastemaker, has designed this limited-edition capsule collection for Edgehill, the Company’s elevated and exclusive line of children’s apparel and accessories. Kristin Ellen Hockman for Edgehill features exclusive selections of infants and children’s apparel with coordinating footwear and accessories. Apparel sizes range from newborn to 6x (girls) and 7 (boys). Footwear sizes range from Infant 5 to Youth 1. The line also features a coordinating quilt, two plush ducks, a weekender bag and a storage trunk.
Seeking Alpha • Dec 10Dillard's: Why Dividend Investors May Want To Add This Stock To Their PortfolioSummary Dillard's, despite facing headwinds, has strong fundamentals, a low debt balance sheet, and sufficient cash flows to cover dividends, making it attractive for dividend investors. The company rewards shareholders with frequent special dividends, including a recent $25 special dividend, enhancing its appeal despite a low average yield. Dillard's has consistently repurchased shares, reducing share count by 62% over nine years, which boosts earnings growth and dividend safety. Potential downside risks include a forecasted decline in sales and a possible price correction post-special dividend, warranting cautious investment consideration. Read the full article on Seeking Alpha
Seeking Alpha • Nov 27Dillard's: Demand Outlook Remains Poor With Risk Of Margin ContractionSummary I maintain a hold rating on Dillard’s due to ongoing macro headwinds, poor demand outlook, and risks to gross margin performance. 3Q24 results showed a 3.8% revenue decline, with negative same-store sales and margin contractions. The promotional environment is intense, and DDS may need to mark down inventory, further risking margin contraction amid already poor demand. Read the full article on Seeking Alpha
Declared Dividend • Nov 26Dividend of US$25.00 announcedShareholders will receive a dividend of US$25.00. Ex-date: 13th December 2024 Payment date: 6th January 2025 Dividend yield will be 5.8%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (3% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 56% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 51% over the next 2 years. However, it would need to fall by 97% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Nov 22+ 1 more updateDillard's, Inc. Announces Special Dividend on Class A and Class B Common Stock, Payable January 6, 2025Dillard's, Inc. announced that the Board of Directors declared a special dividend of $25.00 per share on the Class A and Class B Common Stock of the Company. The special dividend is payable January 6, 2025 to shareholders of record as of December 13, 2024.
Price Target Changed • Nov 17Price target increased by 11% to US$332Up from US$299, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$427. Stock is up 26% over the past year. The company is forecast to post earnings per share of US$32.64 for next year compared to US$44.73 last year.
Reported Earnings • Nov 15Third quarter 2025 earnings: EPS exceeds analyst expectationsThird quarter 2025 results: EPS: US$7.74 (down from US$9.49 in 3Q 2024). Revenue: US$1.45b (down 3.5% from 3Q 2024). Net income: US$124.6m (down 20% from 3Q 2024). Profit margin: 8.6% (down from 10% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 21%. Revenue is expected to decline by 3.2% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 10%. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
お知らせ • Nov 15Dillard’S, Inc. Announces the Launch of Lilly Sisto for Gianni BiniDillard’s, Inc. announced the launch of Lilly Sisto for Gianni Bini. This exclusive line of contemporary apparel, footwear, handbags and accessories is a limited-edition capsule collection designed in collaboration with New York-based fashion tastemaker, Lilly Sisto. The collection is now available for a limited time in Dillard’s stores across the nation as well as online.
お知らせ • Nov 14Dillard's, Inc. to Report Q3, 2025 Results on Nov 14, 2024Dillard's, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 14, 2024
お知らせ • Oct 09Dillard's, Inc. Introduces Muse by MarchesaDillard’s, Inc. introduced Muse by Marchesa, a new line of social dresses, separates and footwear for all dress-wear occasions designed exclusively for Dillard’s by Georgina Chapman, Creative Director and co-founder of Marchesa. Currently available in 99 Dillard’s locations and online at dillards.com, Muse by Marchesa incorporates the couture sensibility and signature opulence with which the Marchesa name has become synonymous. The collection exudes Marchesa’s iconic artistry through high fashion designs and unique textural elements including embroidery, three-dimensional fabrication, and stone and jewel encrusting.
Upcoming Dividend • Sep 23Upcoming dividend of US$0.25 per shareEligible shareholders must have bought the stock before 30 September 2024. Payment date: 04 November 2024. Payout ratio is a comfortable 2.5% and this is well supported by cash flows. Trailing yield: 5.7%. Within top quartile of American dividend payers (4.3%). Higher than average of industry peers (1.7%).
Seeking Alpha • Aug 27Dillard's: Negative Outlook On Topline, MarginsSummary I recommend a hold rating for Dillard’s due to an unfavorable macro backdrop and growing inventory risks impacting near-term performance. DDS reported disappointing 2Q24 results, with declining sales, margins, and continued negative same-store sales growth, leading to a significant stock price drop. High inventory levels and weak consumer spending environment pose downside risks to DDS's gross margins and profitability in the near term. DDS's current valuation at ~12x forward earnings is not attractive, given the poor topline and margin outlook, suggesting potential for further multiple contraction. Read the full article on Seeking Alpha
Declared Dividend • Aug 26Dividend of US$0.25 announcedDividend of US$0.25 is the same as last year. Ex-date: 30th September 2024 Payment date: 4th November 2024 Dividend yield will be 6.0%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is covered by both earnings (1% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 56% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 50% over the next 2 years. However, it would need to fall by 99% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Aug 23Dillard's, Inc. Announces Cash Dividend, Payable on November 4, 2024Dillard’s, Inc. announced that the Board of Directors declared a cash dividend of $0.25 per share on the Class A and Class B Common Stock of the Company. The dividend is payable November 4, 2024 to shareholders of record as of September 30, 2024.
Price Target Changed • Aug 18Price target decreased by 14% to US$299Down from US$349, the current price target is an average from 3 analysts. New target price is 15% below last closing price of US$353. Stock is up 3.9% over the past year. The company is forecast to post earnings per share of US$30.79 for next year compared to US$44.73 last year.
Reported Earnings • Aug 16Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: US$4.60 (down from US$7.98 in 2Q 2024). Revenue: US$1.51b (down 5.2% from 2Q 2024). Net income: US$74.5m (down 43% from 2Q 2024). Profit margin: 4.9% (down from 8.2% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 24%. Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Seeking Alpha • Aug 15Dillard's: Sales Worsen Worryingly In Q2Summary Dillard's reported Q2 results with below-expectation comparable store sales, related to continuing challenges in consumer spending. The weak sales are in part related to macroeconomic worries, but in light of recent performance against peers, Dillard's Q2 could also be a sign of company-specific traffic weakness. Worryingly, Dillard's didn't manage to adapt costs to the weaker consumer spending, only starting to adapt after Q2. Dillard's stock now comes at a justified margin of safety. Read the full article on Seeking Alpha
お知らせ • Aug 15Dillard's, Inc. to Report Q2, 2025 Results on Aug 15, 2024Dillard's, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 15, 2024
Valuation Update With 7 Day Price Move • Jul 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$395, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Multiline Retail industry in the US. Total returns to shareholders of 151% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$715 per share.
お知らせ • Jul 03+ 1 more updateDillard's, Inc.(NYSE:DDS) dropped from Russell 2000 Defensive IndexDillard's, Inc.(NYSE:DDS) dropped from Russell 2000 Defensive Index
Seeking Alpha • Jun 03Dillard's Stock: Wait For A Better SaleSummary We recap the Q1 earnings report from Dillard's, Inc. Management is citing a challenging environment that has pressured sales and margins. We expect shares to face some volatility amid a more uncertain near-term operating outlook. Read the full article on Seeking Alpha
Declared Dividend • May 23Dividend of US$0.25 announcedShareholders will receive a dividend of US$0.25. Ex-date: 28th June 2024 Payment date: 5th August 2024 Dividend yield will be 4.7%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (2% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 59% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 63% over the next 3 years. However, it would need to fall by 98% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • May 17First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$11.11 (down from US$11.85 in 1Q 2024). Revenue: US$1.57b (down 2.5% from 1Q 2024). Net income: US$180.0m (down 11% from 1Q 2024). Profit margin: 11% (down from 13% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 7.3%. Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in the US are expected to grow by 11%. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 17Dillard's, Inc. to Report Q1, 2025 Results on May 16, 2024Dillard's, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 16, 2024
Price Target Changed • May 16Price target increased by 8.2% to US$337Up from US$311, the current price target is an average from 3 analysts. New target price is 22% below last closing price of US$434. Stock is up 48% over the past year. The company is forecast to post earnings per share of US$32.20 for next year compared to US$44.73 last year.
