Dillard's, Inc. Class A (DDS)

Dillard's stock has experienced several notable events and trends in the past six months. In August 2025, Dillard's reported Q2 CY2025 results that exceeded market revenue expectations. In November 2025, Dillard's reported strong Q3 CY2025 results, again surpassing Wall Street's revenue expectations and announced a significant special dividend of $30.00 per share. Analyst sentiment regarding DDS has been mixed to bearish, with a consensus rating of "Hold" or "Sell" from some analysts.

Demand for Dillard's products and services exhibits seasonality, with the holiday season being a crucial period for retailers. The fourth quarter, which includes the critical holiday shopping period, is generally the strongest for retailers. Consumer sentiment and macroeconomic factors like inflation can impact discretionary spending, leading to cautious shopper behavior, particularly during off-peak seasons.

Dillard's, Inc. is an American fashion apparel, cosmetics, and home furnishings retailer operating department stores primarily in the southeastern, southwestern, and midwestern United States. The company offers a wide variety of merchandise and features over 52 exclusive merchandise brands. Beyond its retail operations, Dillard's also engages in general contracting construction activities through CDI Contractors, LLC.

Dillard's, Inc. operates 272 Dillard's stores, including 28 clearance centers, across 30 states, with the majority of its stores located in the Southern and Western regions of the United States. The company also maintains an internet store, dillards.com, which serves as an e-commerce platform.

Dillard's maintains a brand reputation focused on offering fashionable products, quality, and value, complemented by client-focused customer care. Strategic initiatives, such as the limited-edition collaboration with influencer stylist Lilly Sisto for its Gianni Bini label, aim to expand its customer base and enhance brand relations. Dillard's also engages in charitable initiatives. Despite industry-wide pressures, Dillard's consistent earnings beats and focus on customer experience contribute positively to its brand perception.

Dillard's, Inc. has a significant institutional ownership base, with 507 institutional owners and shareholders holding a total of 8,519,128 shares. Major institutional shareholders include Newport Trust Co, Vanguard Group Inc, Dimensional Fund Advisors Lp, BlackRock, Inc., Allianz Asset Management GmbH, Morgan Stanley, Renaissance Technologies Llc, SDVY - First Trust SMID Cap Rising Dividend Achievers ETF, PMJIX - PIMCO RAE US Small Fund Institutional Class, and First Trust Advisors Lp.