Loading...
DDS logo

Dillard's, Inc.NYSE:DDS Stock Report

Market Cap US$9.2b
Share Price
US$590.21
US$537
9.9% overvalued intrinsic discount
1Y50.7%
7D5.1%
1D
Portfolio Value
View

Dillard's, Inc.

NYSE:DDS Stock Report

Market Cap: US$9.2b

Dillard's (DDS) Stock Overview

Operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. More details

DDS fundamental analysis
Snowflake Score
Valuation2/6
Future Growth1/6
Past Performance5/6
Financial Health6/6
Dividends6/6

DDS Community Fair Values

Create Narrative

See what 18 others think this stock is worth. Follow their fair value or set your own to get alerts.

Dillard's, Inc. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Dillard's
Historical stock prices
Current Share PriceUS$590.21
52 Week HighUS$741.98
52 Week LowUS$386.85
Beta1.21
1 Month Change4.37%
3 Month Change-3.53%
1 Year Change50.74%
3 Year Change94.49%
5 Year Change261.43%
Change since IPO128,673.18%

Recent News & Updates

Seeking Alpha May 15

Dillard's: Strength Is Temporary

Summary 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

Recent updates

Seeking Alpha May 15

Dillard's: Strength Is Temporary

Summary 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
New Narrative Mar 03

Dillard's Inc. (DDS): The Retail Cash Machine – Navigating Seasonal Storms with a Fortress Balance Sheet in 2026.

Dillard's (DDS) is currently operating as a masterclass in capital discipline within the retail sector, trading at $611.60 as of the March 3, 2026, close. The stock has been a battleground for investors lately, as it works to digest its Q4 2025 earnings report released on February 24.
Analysis Article Aug 21

Some May Be Optimistic About Dillard's' (NYSE:DDS) Earnings

NYSE:DDS 1 Year Share Price vs Fair Value Explore Dillard's's Fair Values from the Community and select yours...
Analysis Article Jun 26

A 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...
Seeking Alpha Apr 26

Dillard's: It Is Trading At A Premium Despite Overpricing And Market Risks

Summary 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
Seeking Alpha Feb 26

Dillard's: Growing Weakness And Misplaced Incentives Justify A Bearish Outlook

Summary 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
Seeking Alpha Dec 10

Dillard's: Why Dividend Investors May Want To Add This Stock To Their Portfolio

Summary 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 27

Dillard's: Demand Outlook Remains Poor With Risk Of Margin Contraction

Summary 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
Seeking Alpha Aug 27

Dillard's: Negative Outlook On Topline, Margins

Summary 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
Seeking Alpha Aug 15

Dillard's: Sales Worsen Worryingly In Q2

Summary 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
Seeking Alpha Jun 03

Dillard's Stock: Wait For A Better Sale

Summary 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

Shareholder Returns

DDSUS Multiline RetailUS Market
7D5.1%0.5%1.6%
1Y50.7%19.7%28.2%

Return vs Industry: DDS exceeded the US Multiline Retail industry which returned 19.7% over the past year.

Return vs Market: DDS exceeded the US Market which returned 28.2% over the past year.

Price Volatility

Is DDS's price volatile compared to industry and market?
DDS volatility
DDS 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%

Stable Share Price: DDS has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: DDS's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
1938n/aWilliam Dillardwww.dillards.com

Dillard's, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. The company offers fashion apparel for men, women, and children; accessories, cosmetics, home furnishings, and other consumer goods through dillards.com, an Internet store and clearance centers. It also engages in the general contracting construction activities, such as constructing and remodeling stores for the company.

Dillard's, Inc. Fundamentals Summary

How do Dillard's's earnings and revenue compare to its market cap?
DDS fundamental statistics
Market capUS$9.22b
Earnings (TTM)US$656.99m
Revenue (TTM)US$6.60b
14.0x
P/E Ratio
1.4x
P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
DDS income statement (TTM)
RevenueUS$6.60b
Cost of RevenueUS$3.93b
Gross ProfitUS$2.68b
Other ExpensesUS$2.02b
EarningsUS$656.99m

Last Reported Earnings

May 02, 2026

Next Earnings Date

n/a

Earnings per share (EPS)42.07
Gross Margin40.51%
Net Profit Margin9.95%
Debt/Equity Ratio25.8%

How did DDS perform over the long term?

See historical performance and comparison

Dividends

5.3%
Current Dividend Yield
2%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/01 17:35
End of Day Share Price 2026/05/29 00:00
Earnings2026/05/02
Annual Earnings2026/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Dillard's, Inc. is covered by 8 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Lorraine Corrine HutchinsonBofA Global Research
Paul TrussellDeutsche Bank
Matthew BossJ.P. Morgan