Dillard's, Inc.

NYSE:DDS Aktierapport

Börsvärde: US$9.0b

Dillard's Förvaltning

Förvaltning kriterier kontrolleras 3/4

Dillard's VD är William Dillard, utsedd i May 1998, har en mandatperiod på 59.33 år. totala årliga ersättningen är $ 9.10M, bestående av 12.9% lön 87.1% bonusar, inklusive företagsaktier och optioner. äger direkt 5.8% av företagets aktier, värda $ 522.05M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 12.8 år respektive 25.3 år.

Viktig information

William Dillard

Verkställande direktör

US$9.1m

Total ersättning

VD-lön i procent12.86%
Anställning som VD28yrs
Ägande av VD5.8%
Ledningens genomsnittliga anställningstid12.8yrs
Styrelsens genomsnittliga mandatperiod25.3yrs

Senaste uppdateringar av ledningen

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
Ny berättelse • 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.
Analysartikel • 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...
Analysartikel • 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

Analys av ersättningar till VD

Hur har William Dillard:s ersättning förändrats jämfört med Dillard's:s resultat?
DatumTotal ersättningLönFöretagets resultat
May 02 2026n/an/a

US$657m

Jan 31 2026US$9mUS$1m

US$570m

Nov 01 2025n/an/a

US$581m

Aug 02 2025n/an/a

US$576m

May 03 2025n/an/a

US$577m

Feb 01 2025US$5mUS$1m

US$593m

Nov 02 2024n/an/a

US$630m

Aug 03 2024n/an/a

US$660m

May 04 2024n/an/a

US$717m

Feb 03 2024US$12mUS$1m

US$739m

Oct 28 2023n/an/a

US$778m

Jul 29 2023n/an/a

US$810m

Apr 29 2023n/an/a

US$842m

Jan 28 2023US$23mUS$1m

US$892m

Oct 29 2022n/an/a

US$924m

Jul 30 2022n/an/a

US$933m

Apr 30 2022n/an/a

US$955m

Jan 29 2022US$13mUS$1m

US$862m

Oct 30 2021n/an/a

US$608m

Jul 31 2021n/an/a

US$443m

May 01 2021n/an/a

US$249m

Jan 30 2021US$3mUS$1m

-US$72m

Oct 31 2020n/an/a

-US$71m

Aug 01 2020n/an/a

-US$97m

May 02 2020n/an/a

-US$129m

Feb 01 2020US$2mUS$1m

US$111m

Ersättning vs marknad: William s total kompensation ($USD 9.10M ) är ungefär genomsnittet för företag av liknande storlek på US marknaden ($USD 8.29M ).

Ersättning vs inkomst: Ersättningen för William har ökat med mer än 20 % det senaste året.

VD OCH KONCERNCHEF

William Dillard (80 yo)

28yrs
Anställning
US$9,101,150
Kompensation

Mr. William T. Dillard, II has been the Chairman at Dillard's Inc. since May 2002 and has been Chief Executive Officer since May 1998. Mr. Dillard served as President and Chief Operating Officer of Dillard...

Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
William Dillard
Chairman & CEO28yrsUS$9.10m5.8%
$ 522.1m
Alex Dillard
President & Director28.3yrsUS$8.47m7.6%
$ 684.9m
Chris Johnson
Senior VP & Co-Principal Financial Officer11.3yrsUS$2.16m0.12%
$ 10.9m
Phillip Watts
Senior VP11.3yrsUS$2.83m0.12%
$ 11.2m
Mike Dillard
Executive VP & Director42.3yrsUS$2.23m3.49%
$ 314.1m
Drue Matheny
Executive VP & Director28.3yrsUS$4.58m2.86%
$ 257.6m
Julie Guymon
Director of Investor Relationsno datainga uppgifteringa uppgifter
Dean Worley
VP, General Counsel & Corporate Secretary14.3yrsinga uppgifter0.064%
$ 5.8m
Denise Mahaffy
Senior VP & Director11.3yrsinga uppgifter1.09%
$ 98.5m
William Dillard
Senior VP & Director11.3yrsinga uppgifter1.58%
$ 142.7m
Tony Bolte
Senior Vice President of Information Technology & Logistics5.3yrsinga uppgifteringa uppgifter
12.8yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder

Erfaren ledning: DDS s ledningsgrupp är erfaren och erfaren ( 12.8 års genomsnittlig anställning).

Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
William Dillard
Chairman & CEO59.3yrsUS$9.10m5.8%
$ 522.1m
Alex Dillard
President & Director51.3yrsUS$8.47m7.6%
$ 684.9m
Mike Dillard
Executive VP & Director50.3yrsUS$2.23m3.49%
$ 314.1m
Drue Matheny
Executive VP & Director32.3yrsUS$4.58m2.86%
$ 257.6m
Denise Mahaffy
Senior VP & Director5yrsinga uppgifter1.09%
$ 98.5m
William Dillard
Senior VP & Director5yrsinga uppgifter1.58%
$ 142.7m
James Freeman
Independent Director35.3yrsUS$295.80k0.48%
$ 42.9m
Robert Connor
Independent Director39.3yrsUS$295.80k0.50%
$ 45.2m
J.C. Watts
Independent Director16.8yrsUS$295.80k0.066%
$ 5.9m
John Rutledge
Independent Director13.3yrsUS$295.80k0.15%
$ 13.3m
Nick White
Independent Director18.3yrsUS$265.80k0.015%
$ 1.3m
Harry Hastings
Independent Director16yrsUS$272.89k0.14%
$ 12.5m
25.3yrs
Genomsnittlig anställningstid
75yo
Genomsnittlig ålder

Erfaren styrelse: DDS s styrelse är rutinerade och erfaren ( 25.3 års genomsnittlig mandatperiod).

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/27 18:21
Aktiekurs vid dagens slut2026/05/27 00:00
Intäkter2026/05/02
Årlig intjäning2026/01/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Dillard's, Inc. bevakas av 8 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

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