Telsey Advisory Group Estimates Dillard’s Q1 Earnings

Dillard’s, Inc. (NYSE:DDS) – Equities research analysts at Telsey Advisory Group dropped their Q1 2026 earnings per share estimates for shares of Dillard’s in a research note issued on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will earn $9.25 per share for the quarter, down from their previous forecast of $9.99. Telsey Advisory Group currently has a “Market Perform” rating and a $450.00 price target on the stock. The consensus estimate for Dillard’s’ current full-year earnings is $33.25 per share. Telsey Advisory Group also issued estimates for Dillard’s’ Q2 2026 earnings at $3.41 EPS, Q3 2026 earnings at $6.42 EPS, FY2026 earnings at $28.60 EPS and FY2027 earnings at $25.00 EPS.

Dillard’s (NYSE:DDS) last announced its quarterly earnings results on Tuesday, February 25th. The company reported $13.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $9.84 by $3.64. The company had revenue of $2.05 billion for the quarter, compared to analysts’ expectations of $1.49 billion. Dillard’s had a net margin of 9.55% and a return on equity of 32.13%. Dillard’s’s revenue was down 5.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $15.44 EPS.

Several other research analysts have also recently weighed in on the company. UBS Group boosted their price target on Dillard’s from $200.00 to $202.00 and gave the stock a “sell” rating in a research note on Friday. StockNews.com lowered shares of Dillard’s from a “buy” rating to a “hold” rating in a research note on Tuesday.

Dillard’s Price Performance

Shares of DDS opened at $389.34 on Friday. Dillard’s has a twelve month low of $328.00 and a twelve month high of $510.00. The company has a market capitalization of $6.19 billion, a P/E ratio of 10.02 and a beta of 0.88. The firm has a 50 day moving average of $463.18 and a 200 day moving average of $414.45. The company has a quick ratio of 1.02, a current ratio of 2.38 and a debt-to-equity ratio of 0.27.

Institutional Investors Weigh In On Dillard’s

Hedge funds have recently modified their holdings of the business. PNC Financial Services Group Inc. lifted its position in Dillard’s by 177.3% during the fourth quarter. PNC Financial Services Group Inc. now owns 61 shares of the company’s stock valued at $26,000 after purchasing an additional 39 shares in the last quarter. Capital Performance Advisors LLP purchased a new stake in Dillard’s in the 3rd quarter worth approximately $29,000. Aster Capital Management DIFC Ltd purchased a new position in Dillard’s during the fourth quarter valued at approximately $36,000. US Bancorp DE boosted its position in shares of Dillard’s by 61.3% in the third quarter. US Bancorp DE now owns 129 shares of the company’s stock worth $49,000 after purchasing an additional 49 shares during the period. Finally, Gordian Capital Singapore Pte Ltd purchased a new stake in shares of Dillard’s in the fourth quarter worth $70,000. Institutional investors own 67.15% of the company’s stock.

Insider Buying and Selling at Dillard’s

In related news, VP Tom W. Bolin sold 300 shares of the business’s stock in a transaction that occurred on Tuesday, January 14th. The shares were sold at an average price of $433.45, for a total transaction of $130,035.00. Following the completion of the sale, the vice president now directly owns 1,167 shares in the company, valued at approximately $505,836.15. The trade was a 20.45 % decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 33.80% of the company’s stock.

Dillard’s Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, May 5th. Shareholders of record on Monday, March 31st will be given a $0.25 dividend. The ex-dividend date is Monday, March 31st. This represents a $1.00 annualized dividend and a yield of 0.26%. Dillard’s’s payout ratio is 2.71%.

About Dillard’s

Dillard’s, Inc engages in the retail of fashion apparel, cosmetics, and home furnishings, and other consumer goods. It operates through the Retail Operations and Construction segments. The Retail Operations segment comprises sells cosmetics, ladies’ apparel, ladies’ accessories and lingerie, juniors’ and children’s apparel, men’s apparel and accessories, shoes, and home and furniture products.