Dillard's, Inc. Class A (DDS)

In the past six months, Dillard's (DDS) stock has shown a significant upward trend. Key events impacting the stock include strong Q3 Fiscal 2025 earnings, a 1% increase in total retail sales and comparable store sales for Q2 2025, a special dividend announcement of $30.00 per share, and analyst rating updates from various firms.

Demand for Dillard's products and services exhibits seasonality, with the fourth quarter being the strongest due to the holiday shopping season. Holiday season promotions generate a significant portion of the company's annual revenue. Other key promotional periods include Black Friday weekend and back-to-school sales.

Dillard's, Inc. is an American department store chain that operates as a middle-to-upscale retailer. Its Retail Operations segment focuses on fashion apparel, accessories, cosmetics, and home furnishings, blending national brands with exclusive private-label brands. Dillard's also operates CDI Contractors, LLC, a construction subsidiary. The company is categorized within the Retail Trade sector and the Department Stores industry.

Dillard's, Inc. primarily operates across the Southern and Western United States. As of November 2025, the company runs 272 Dillard's stores, including 28 clearance centers, spanning 30 states. Its operations also include an e-commerce platform, dillards.com.

Dillard's maintains a brand reputation for offering quality products, competitive prices, and a high level of customer service. The company focuses on delivering style, quality, and value through premium fashion apparel, beauty, and home collections. Dillard's has introduced limited-edition capsule collections with designers and partnered with Pandora, contributing to its fashion-forward image.

The Dillard family and company insiders maintain significant control, with high insider ownership. Major institutional owners include Vanguard Group Inc, Dimensional Fund Advisors LP, and BlackRock, Inc. Institutional investors own a significant percentage of the company's stock, while individual investors and non-institutional entities hold a smaller percentage.