Dillard's

DDS · NYSE

$695.68−$23.93 (−3.33%)TodayMarket closed · Oct 23, 7:30 PM ET

Prev close $719.61

DDS analyst rating

SellConsensus of 3 analysts over the last 12 months. 0% rate it a buy.

Strong buy0
Buy0
Hold1
Underperform1
Sell1

12-month price target · 5 analysts

Average $570.18 (−18.0% downside)

Low: $472.68
Now: $695.68
High: $682.50

Upgrades and downgrades

The latest rating actions, newest first

DDS analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
JP Morgan	Aug 17, 2026	Maintains	Underweight	$496.00 → $519.00	58%
UBS	Aug 17, 2026	Maintains	Sell	$465.00 → $468.00	45%
UBS	May 6, 2026	Maintains	Sell	$460.00 → $465.00	45%
Telsey Advisory Group	Feb 25, 2026	Maintains	Market Perform	$700.00 → $650.00	49%
JP Morgan	Feb 25, 2026	Maintains	Underweight	$524.00 → $449.00	58%
UBS	Nov 28, 2025	Maintains	Sell	$184.00 → $460.00	45%
JP Morgan	Nov 25, 2025	Maintains	Underweight	$411.00 → $524.00	58%
UBS	Nov 5, 2025	Maintains	Sell	$175.00 → $184.00	45%

The case for and against

Updated Feb 2, 2026

Bull case

Dillard's Inc. demonstrated a modest yet positive performance with net sales increasing by 1.6% year-over-year, indicating a resilient customer demand amidst market fluctuations. The company's retail comparable sales for the second quarter of 2025 were up 1.0%, aligning with both consensus forecasts and internal estimates, which reflects effective sales strategies and market positioning. Additionally, the reported total sales growth of 1.4%, despite a concurrent 5.9% rise in inventories, suggests that Dillard's is managing its stock levels effectively while driving revenue growth.

Bear case

Dillard's Inc. reported a notable decline in its Q2 gross margin, which fell 110 basis points year-over-year to 37.5%, significantly underperforming compared to the consensus forecast of 37.8%. Additionally, the consolidated gross margin, including its construction segment, contracted by 100 basis points year-over-year to 36.6%, which was also below prior estimates of 37.9%. These metrics highlight a broader trend of declining profitability, particularly within the ladies' apparel category, indicating potential challenges for the company's financial performance moving forward.

Information on this page is provided for informational purposes only and is not a recommendation to buy, sell or hold any security. Investing involves risk, including possible loss of principal. Market data is delayed at least 15 minutes and is provided without warranty. Analyst ratings, price targets and company data come from third-party sources. Past performance does not guarantee future results.