Zacks Investment Research·Jun 24, 2026
Is Dillard's (DDS) a Solid Growth Stock? 3 Reasons to Think "Yes"Dillard's (DDS) could produce exceptional returns because of its solid growth attributes.
Dillard's, Inc.(DDS)Earnings, Financials & Key Ratios
DDS•NYSE
$516.58
14.2× P/E·Price updated Jul 6, 2026
AboutDillard's, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. Its stores offer merchandise, including fashion apparel for women, men, and children; and accessories, cosmetics, home furnishings, and other consumer goods. As of January 29, 2022, the company operated 280 Dillard's stores, including 30 clearance centers, and an Internet store at dillards.com. It also engages in the general contracting construction activities. The company was founded in 1938 and is based in Little Rock, Arkansas.Show more
- Revenue$6.56B-0.4%
- EBITDA$868M-5.6%
- Net Income$571M-3.9%
- EPS (Diluted)36.44-1.0%
- Gross Margin37.59%-7.2%
- EBITDA Margin13.23%-5.2%
- Operating Margin10.49%-6.6%
- Net Margin8.69%-3.5%
- ROE31.92%-6.1%
DDS Price & Volume
Dillard's, Inc. (DDS) stock price & volume — 10-year historical chart
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Real Estate Ownership Supports Capital Return Strategy
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strong
Financial:Fortress
Cash Flow:Robust
Primary Risk:Stagnant top-line growth
Key Thesis Takeaways
- Dillard's maintains a unique competitive position through its fee-simple real estate ownership model, which minimizes rent-related overhead and supports a lean 14.3% operating margin as of 2026Q1.
- While top-line growth remains stagnant with recent quarterly revenue gains of only 2.7%, the company's robust cash generation allows for aggressive share repurchases that drive EPS growth.
- Investors should monitor whether this capital-return focus can continue to offset the risks of a mature retail model and potential volatility in seasonal inventory management.
Verdict Logic
while the company's 5.4% dividend yield and robust cash flow are attractive, the reliance on share buybacks to drive a 54.4% EPS growth in 2026Q1 masks underlying top-line stagnation that warrants caution.
DDS Growth Metrics
Dillard's, Inc. (DDS) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-0.29%
5 Years8.16%
3 Years-2.11%
TTM0.62%
Profit CAGR
10 Years7.79%
5 Years-
3 Years-13.83%
TTM13.89%
EPS CAGR
10 Years18.09%
5 Years-
3 Years-10.49%
TTM16.22%
Return on Capital
10 Years22.11%
5 Years37.25%
3 Years30.05%
Last Year25.99%
DDS Recent Earnings
Dillard's, Inc. (DDS) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 9/12 qtrs (75%)
Q2 2026Latest
May 14, 2026Metric
Actual
Est
EPS
$16.04+54.7%
$10.37
Rev
$1.6B+0.9%
$1.6B
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$10.08+1.0%
$9.98
Rev
$2.0B-2.6%
$2.0B
Q4 2025
Nov 13, 2025Metric
Actual
Est
EPS
$8.31+34.5%
$6.18
Rev
$1.5B+4.3%
$1.4B
Q3 2025
Aug 14, 2025Metric
Actual
Est
EPS
$4.66+23.0%
$3.79
Rev
$1.5B+0.8%
$1.5B
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 14, 2026 | $16.04vs $10.37+54.7% | $1.6Bvs $1.6B+0.9% |
| Q1 2026 | Feb 24, 2026 | $10.08vs $9.98+1.0% | $2.0Bvs $2.0B-2.6% |
| Q4 2025 | Nov 13, 2025 | $8.31vs $6.18+34.5% | $1.5Bvs $1.4B+4.3% |
| Q3 2025 | Aug 14, 2025 | $4.66vs $3.79+23.0% | $1.5Bvs $1.5B+0.8% |
Based on last 12 quarters of dataView full earnings history →
Latest DDS News
Recent stock market news and headlines for Dillard's, Inc. (DDS)
Forbes·Jun 22, 2026
How Dillard's Survived The Department Store BloodbathBetween the e-commerce revolution and the pandemic, the past decade has seemed like an extinction event for malls and their department store anchors. Companies that have lost their glow, or stumbled, or just faded away (e.g.
Zacks Investment Research·Jun 19, 2026
Why Dillard's (DDS) is a Top Momentum Stock for the Long-TermWhether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Zacks Investment Research·Jun 17, 2026
3 Retail Stocks with Bullish Analyst SentimentAs earnings expectations continue moving higher, these retail stocks could have additional room to run, making them attractive candidates for growth-oriented investors.
GuruFocus·Jun 15, 2026
Dillard's Inc (DDS) Shares Fall 7.2% -- GF Value Says Still OvervaluedOn June 15, 2026, Dillard's Inc (DDS) shares fell 7.2% to $565.78, continuing a downward trend reflected in a 7.6% drop over the past week. The stock has experi
Peers Comparison
Key metrics vs top competitors for Dillard's, Inc. (DDS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $516.58 | $8.07B | 14.18 | -0.41% | 8.69% | 31.92% | 6.02% | |
| $23.68 | $6.23B | 10.21 | -1.67% | 2.94% | 14.44% | — | |
| $16.90 | $1.9B | 7.13 | -4.28% | 1.76% | 6.83% | — | |
| $41.86 | $2.16B | 10.11 | 6.58% | 16.85% | 47.36% | — | |
| $83.68 | $4.59B | 22.93 | 7.26% | 7.77% | 13.1% | — | |
| $151.31 | $167.47B | 31.01 | 7.12% | 9.4% | 59.66% | — |
Compare DDS vs Peers
Dillard's, Inc. (DDS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DDS SEC Filings & Documents
Dillard's, Inc. (DDS) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
May 14, 2026·SEC
Material company update
Mar 20, 2026·SEC
Material company update
Feb 24, 2026·SEC
10-K Annual Reports
210-Q Quarterly Reports
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DDS Frequently Asked Questions
Dillard's, Inc. (DDS) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Dillard's, Inc.'s revenue?
Dillard's, Inc. (DDS) reported $6.61B in revenue for fiscal year 2025. This represents a 6% increase from $6.23B in 1996.
How fast is Dillard's, Inc. growing?
Dillard's, Inc. (DDS) saw revenue decline by 0.4% over the past year.
Is DDS profitable?
Yes, Dillard's, Inc. (DDS) is profitable, generating $657.4M in net income for fiscal year 2025 (8.7% net margin).
Dividend & Returns
Does DDS pay dividends?
Yes, Dillard's, Inc. (DDS) pays a dividend with a yield of 6.02%. This makes it attractive for income-focused investors.
What is DDS's return on equity?
Dillard's, Inc. (DDS) has a return on equity (ROE) of 31.9%. This is excellent, indicating efficient use of shareholder capital.
What is Dillard's, Inc.'s free cash flow?
Dillard's, Inc. (DDS) generated $751.3M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.