Dillard’s Q1 EPS Forecast Decreased by Telsey Advisory Group

Dillard’s, Inc. (NYSE:DDS) – Telsey Advisory Group cut their Q1 2026 earnings per share (EPS) estimates for shares of Dillard’s in a report issued on Wednesday, February 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $9.25 for the quarter, down from their previous estimate of $9.99. Telsey Advisory Group has a “Market Perform” rating and a $450.00 price objective 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.

Other equities analysts also recently issued reports about the company. UBS Group raised their price target on Dillard’s from $196.00 to $200.00 and gave the stock a “sell” rating in a research note on Wednesday, February 19th. StockNews.com cut Dillard’s from a “buy” rating to a “hold” rating in a report on Tuesday.

Dillard’s Stock Performance

DDS stock opened at $399.31 on Friday. The company has a market cap of $6.35 billion, a P/E ratio of 10.28 and a beta of 0.88. Dillard’s has a 1 year low of $328.00 and a 1 year high of $510.00. The company has a debt-to-equity ratio of 0.27, a current ratio of 2.38 and a quick ratio of 1.02. The stock’s fifty day moving average price is $464.08 and its 200-day moving average price is $414.45.

Dillard’s (NYSE:DDS) last released 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 firm had revenue of $2.05 billion for the quarter, compared to the consensus estimate of $1.49 billion. Dillard’s had a return on equity of 32.13% and a net margin of 9.55%. The company’s revenue for the quarter was down 5.0% on a year-over-year basis. During the same period last year, the business posted $15.44 EPS.

Dillard’s Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 5th. Investors of record on Monday, March 31st will be issued a $0.25 dividend. This represents a $1.00 dividend on an annualized basis and a yield of 0.25%. Dillard’s’s dividend payout ratio is currently 2.71%.

Insider Buying and Selling

In related news, VP Tom W. Bolin sold 300 shares of the firm’s stock in a transaction on Tuesday, January 14th. The stock was sold at an average price of $433.45, for a total value of $130,035.00. Following the transaction, the vice president now directly owns 1,167 shares of the company’s stock, valued at approximately $505,836.15. This trade represents a 20.45 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 33.80% of the stock is owned by insiders.

Institutional Investors Weigh In On Dillard’s

A number of institutional investors and hedge funds have recently bought and sold shares of DDS. PNC Financial Services Group Inc. raised its holdings 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 acquiring an additional 39 shares during the period. Capital Performance Advisors LLP bought a new stake in Dillard’s during the third quarter valued at about $29,000. Aster Capital Management DIFC Ltd bought a new stake in Dillard’s during the fourth quarter valued at about $36,000. US Bancorp DE raised its holdings in Dillard’s by 61.3% during the third quarter. US Bancorp DE now owns 129 shares of the company’s stock valued at $49,000 after acquiring an additional 49 shares during the period. Finally, Mirae Asset Global Investments Co. Ltd. bought a new stake in shares of Dillard’s in the third quarter worth about $70,000. 67.15% of the stock is owned by institutional investors.

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.