Live nieuws • Jun 09
Alex Dillard and Family Hold 31.8% Stake as Dillard's Q1 Revenue Reaches US$1.57B Alex Dillard has registered ownership of 31.8% of Dillard's Class A shares, held jointly with William T. Dillard II and Mike Dillard, under a Voting and Exchange Agreement.
Dillard's reported Q1 FY2026 revenue of US$1.57b.
The company’s Q1 FY2026 net income and diluted EPS were higher year over year.
Greater disclosed ownership by Alex Dillard and the coordinated Voting and Exchange Agreement indicate a concentrated shareholder group with significant influence over corporate decisions and long-term direction.
The combination of higher revenue, net income and EPS in Q1 FY2026 provides more recent financial data to weigh against that ownership structure when considering how aligned management and controlling shareholders might be with minority investors’ interests. Declared Dividend • Jun 02
Dividend of US$0.30 announced Shareholders will receive a dividend of US$0.30. Ex-date: 30th June 2026 Payment date: 3rd August 2026 Dividend yield will be 5.3%, 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 (65% 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 20% over the next 3 years. However, it would need to fall by 98% to increase the payout ratio to a potentially unsustainable range. Aankondiging • May 29
Dillard's, Inc. Declares Cash Dividend, Payable on August 3, 2026 Dillard’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 21
Consensus 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. Reported Earnings • May 15
First quarter 2027 earnings: EPS and revenues exceed analyst expectations First 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. Aankondiging • May 14
Dillard's, Inc. to Report Q1, 2027 Results on May 14, 2026 Dillard's, Inc. announced that they will report Q1, 2027 results at 9:30 AM, US Eastern Standard Time on May 14, 2026 Aankondiging • Apr 08
Dillard’S Inc Introduces Cyd Morris X Gianni Bini Dillard’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. Aankondiging • Mar 30
Dillard's, Inc., Annual General Meeting, May 28, 2026 Dillard's, Inc., Annual General Meeting, May 28, 2026. Reported Earnings • Mar 30
Full year 2026 earnings: EPS exceeds analyst expectations Full 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 24
Upcoming dividend of US$0.30 per share Eligible 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 02
Dividend of US$0.30 announced Shareholders 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. Aankondiging • Feb 27
Dillard's, Inc. Declares a Cash Dividend, Payable on May 4, 2026 Dillard’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 24
Full year 2026 earnings: EPS exceeds analyst expectations Full 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. Aankondiging • Feb 24
Dillard's, Inc. to Report Fiscal Year 2026 Results on Feb 24, 2026 Dillard's, Inc. announced that they will report fiscal year 2026 results Pre-Market on Feb 24, 2026 Buy Or Sell Opportunity • Feb 02
Now 23% overvalued after recent price rise Over 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 23
Now 21% overvalued after recent price rise Over 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 08
Upcoming dividend of US$30.00 per share Eligible 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 26
Consensus 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 24
Dividend of US$30.00 announced Shareholders 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. Price Target Changed • Nov 14
Price target increased by 14% to US$432 Up 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 14
Third quarter 2026 earnings: EPS and revenues exceed analyst expectations Third 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. Aankondiging • Nov 14
Dillard's, Inc. Introduces Sydney Silverman X Gianni Bini Dillard'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 13
Now 21% overvalued after recent price rise Over 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. Aankondiging • Nov 13
Dillard's, Inc. to Report Q3, 2026 Results on Nov 13, 2025 Dillard's, Inc. announced that they will report Q3, 2026 results at 9:30 AM, US Eastern Standard Time on Nov 13, 2025 Aankondiging • Oct 24
Sydney Silverman Partners with Dillard's to Launch Gianni Bini X Sydney Silverman Dillard'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 23
Upcoming dividend of US$0.30 per share Eligible 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 25
Dividend increased to US$0.30 Dividend 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. Aankondiging • Aug 22
Dillard's, Inc. Announces Cash Dividend on Class A and Class B Common Stock, Payable on November 3, 2025 Dillard’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. Price Target Changed • Aug 15
Price target increased by 8.3% to US$389 Up 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 15
Second quarter 2026 earnings: EPS exceeds analyst expectations Second 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. Aankondiging • Aug 14
Dillard's, Inc. to Report Q2, 2026 Results on Aug 14, 2025 Dillard's, Inc. announced that they will report Q2, 2026 results at 9:30 AM, US Eastern Standard Time on Aug 14, 2025 Upcoming Dividend • Jun 23
Upcoming dividend of US$0.25 per share Eligible 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 12
Now 20% undervalued Over 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. Aankondiging • May 23
Dillard's, Inc. Elects Warren A. Stephens as Class B Director Dillard'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 22
Consensus 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 21
Dividend of US$0.25 announced Dividend 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 18
Price target increased by 8.2% to US$329 Up 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. Aankondiging • May 18
Dillard's, Inc. Announces Cash Dividend, Payable on August 4, 2025 Dillard’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 15
First quarter 2026 earnings: EPS exceeds analyst expectations First 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. Aankondiging • May 15
Dillard's, Inc. to Report Q1, 2026 Results on May 15, 2025 Dillard's, Inc. announced that they will report Q1, 2026 results at 9:30 AM, US Eastern Standard Time on May 15, 2025 Major Estimate Revision • Apr 09
Consensus 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 08
Investor 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. Aankondiging • Apr 07
Dillard's, Inc., Annual General Meeting, May 17, 2025 Dillard's, Inc., Annual General Meeting, May 17, 2025. Location: dillards corporate office, 1600 cantrell road, little rock, arkansas, United States Aankondiging • Apr 01
Dillard's, Inc. Introduces Shea Leigh Mills for Gianni Bini Dillard'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 30
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full 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 24
Upcoming dividend of US$0.25 per share Eligible 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 04
Investor 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 03
Dividend of US$0.25 announced Dividend 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. Aankondiging • Feb 28
Dillard's, Inc. Announces Quarterly Cash Dividend on Class A and Class B Common Stock, Payable on May 5, 2025 Dillard'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. Reported Earnings • Feb 26
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full 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. Aankondiging • Feb 25
Dillard's, Inc. to Report Q4, 2025 Results on Feb 26, 2025 Dillard's, Inc. announced that they will report Q4, 2025 results at 9:30 AM, US Eastern Standard Time on Feb 26, 2025 Aankondiging • Feb 24
Dillard's, Inc. Introduces Style by Simkins for Antonio Melani Dillard'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. Aankondiging • Feb 11
Dillard’s Introduces Kristin Ellen Hockman for Edgehill Dillard’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. Declared Dividend • Nov 26
Dividend of US$25.00 announced Shareholders 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. Price Target Changed • Nov 17
Price target increased by 11% to US$332 Up 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 15
Third quarter 2025 earnings: EPS exceeds analyst expectations Third 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. Aankondiging • Nov 15
Dillard’S, Inc. Announces the Launch of Lilly Sisto for Gianni Bini Dillard’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. Aankondiging • Nov 14
Dillard's, Inc. to Report Q3, 2025 Results on Nov 14, 2024 Dillard's, Inc. announced that they will report Q3, 2025 results at 9:30 AM, US Eastern Standard Time on Nov 14, 2024 Aankondiging • Oct 09
Dillard's, Inc. Introduces Muse by Marchesa Dillard’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 23
Upcoming dividend of US$0.25 per share Eligible 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%). Declared Dividend • Aug 26
Dividend of US$0.25 announced Dividend 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. Aankondiging • Aug 23
Dillard's, Inc. Announces Cash Dividend, Payable on November 4, 2024 Dillard’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 18
Price target decreased by 14% to US$299 Down 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 16
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second 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. Aankondiging • Aug 15
Dillard's, Inc. to Report Q2, 2025 Results on Aug 15, 2024 Dillard's, Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 15, 2024 Valuation Update With 7 Day Price Move • Jul 19
Investor 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. Declared Dividend • May 23
Dividend of US$0.25 announced Shareholders 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 17
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First 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. Aankondiging • May 17
Dillard's, Inc. to Report Q1, 2025 Results on May 16, 2024 Dillard's, Inc. announced that they will report Q1, 2025 results at 9:30 AM, US Eastern Standard Time on May 16, 2024