Dillard's, Inc.

NYSE:DDS Stok Raporu

Piyasa değeri: US$10.2b

Dillard's Yönetim

Yönetim kriter kontrolleri 3/4

Dillard's CEO'su William Dillard, May1998 tarihinde atandı, in görev süresi 28.33 yıldır. in toplam yıllık tazminatı $ 9.10M olup, şirket hissesi ve opsiyonları dahil olmak üzere 12.9% maaş ve 87.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 12.01% ine doğrudan sahiptir ve bu hisseler $ 1.22B değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 13.2 yıl ve 25.7 yıldır.

Anahtar bilgiler

William Dillard

İcra Kurulu Başkanı

US$9.1m

Toplam tazminat

CEO maaş yüzdesi12.86%
CEO görev süresi28.3yrs
CEO sahipliği12.0%
Yönetim ortalama görev süresi13.2yrs
Yönetim Kurulu ortalama görev süresi25.7yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha • Aug 20

Dillard's Remains A Dividend Idea As Q2 Results Glitter While Leverage Remains Low

Summary Dillard's, Inc. gets upgraded to a buy again after delivering its fourth consecutive earnings beat, highlighting continued operational strength in a challenging retail environment. Dillard's has achieved a total return of +116% since my 2023 buy call and continues to be a compelling dividend idea driven by yield, growth, and safety. Key investment pillars remain brand strength, scale, dividend growth, and an investment-grade rating, balanced against apparel's cyclical risks. The analysis benchmarks Dillard's against Macy's, Kohl's, and Ralph Lauren, emphasizing competitive positioning, scale, and margins. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 16

Dillard's, Inc. Just Beat EPS By 45%: Here's What Analysts Think Will Happen Next

Shareholders might have noticed that Dillard's, Inc. ( NYSE:DDS ) filed its quarterly result this time last week. The...
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

CEO Tazminat Analizi

William Dillard'un ücretlendirmesi Dillard's'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Aug 01 2026n/an/a

US$682m

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

Tazminat ve Piyasa: William 'nin toplam tazminatı ($USD 9.10M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 14.71M ).

Tazminat ve Kazançlar: William 'in maaşı son bir yılda %20'den fazla arttı.

CEO

William Dillard (81 yo)

28.3yrs
Görev süresi
US$9,101,150
Tazminat

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...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
William Dillard
Chairman & CEO28.3yrsUS$9.10m12.01%
$ 1.2b
Alex Dillard
President & Director28.7yrsUS$8.47m13.88%
$ 1.4b
Chris Johnson
Senior VP & Co-Principal Financial Officer11.7yrsUS$2.16m0.12%
$ 12.4m
Phillip Watts
Senior VP11.6yrsUS$2.83m0.12%
$ 12.5m
Mike Dillard
Executive VP & Director42.7yrsUS$2.23m9.4%
$ 957.8m
Drue Matheny
Executive VP & Director28.7yrsUS$4.58m4.64%
$ 472.5m
Julie Guymon
Director of Investor Relationsno dataVeri yokVeri yok
Dean Worley
VP, General Counsel & Corporate Secretary14.7yrsVeri yok0.064%
$ 6.5m
Denise Mahaffy
Senior VP & Director11.7yrsVeri yok1.09%
$ 111.5m
William Dillard
Senior VP & Director11.7yrsVeri yok2.35%
$ 239.6m
Tony Bolte
Senior Vice President of Information Technology & Logistics5.7yrsVeri yokVeri yok
13.2yrs
Ortalama Görev Süresi
67yo
Ortalama Yaş

Deneyimli Yönetim: DDS 'un yönetim ekibi deneyimli ve deneyimlidir ( 13.2 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
William Dillard
Chairman & CEO59.7yrsUS$9.10m12.01%
$ 1.2b
Alex Dillard
President & Director51.7yrsUS$8.47m13.88%
$ 1.4b
Mike Dillard
Executive VP & Director50.7yrsUS$2.23m9.4%
$ 957.8m
Drue Matheny
Executive VP & Director32.7yrsUS$4.58m4.64%
$ 472.5m
Denise Mahaffy
Senior VP & Director5.3yrsVeri yok1.09%
$ 111.5m
William Dillard
Senior VP & Director5.3yrsVeri yok2.35%
$ 239.6m
James Freeman
Independent Director35.7yrsUS$295.80k0.48%
$ 48.7m
Robert Connor
Independent Director39.7yrsUS$295.80k0.50%
$ 51.3m
J.C. Watts
Independent Director17.1yrsUS$295.80k0.065%
$ 6.6m
John Rutledge
Independent Director13.7yrsUS$295.80k0.15%
$ 15.3m
Nick White
Independent Director18.7yrsUS$265.80k0.017%
$ 1.7m
Harry Hastings
Independent Director16.3yrsUS$272.89k0.14%
$ 14.3m
25.7yrs
Ortalama Görev Süresi
76yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: DDS 'in yönetim kurulu deneyimli ve tecrübelidir (ortalama görev süresi 25.7 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/15 11:56
Gün Sonu Hisse Fiyatı2026/09/15 00:00
Kazançlar2026/08/01
Yıllık Kazançlar2026/01/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Dillard's, Inc. 7 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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