Market Cap
$10.5B
DDS
DILLARD'S, INC.
$646.39 ▲ +0.01%
Prev close $646.35Market cap$10.5B
ConsensusStrong Sell
12-mo target$545.67 (-15.6%)
▼ Bearish
Analyst conviction 1/10
22 New Institutional Positions12 Institutional Exits Consumer & Retail
Snapshot
The big-picture read on DDS right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Sell (0%)
Inst. Holders
50 funds
Inst. Value
$4.0B
Inst. Activity
22 buys / 12 sells
SEC Reports
4
Press Releases
1
Price chart 30d +1.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 28, 2026 Insider
BOLIN TOM W was granted 12 shares
VICE PRESIDENT @ $673.69 ($8.1K)
Sep 28, 2026 Insider
Jazic Annemarie was granted 8 shares
VICE PRESIDENT @ $673.69 ($5.4K)
Sep 28, 2026 Insider
Dillard William T. III was granted 17 shares
SENIOR VICE PRESIDENT @ $673.69 ($11.5K)
Sep 18, 2026 other
Dillard’s, Inc. to Transfer U.S. Stock Exchange Listings to the Texas Stock Exchange (TXSE)
LITTLE ROCK, Ark., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (NYSE: DDS) (the “Company” or
Jun 30, 2026 Inst.
BNP PARIBAS FINANCIAL MARKETS — ADD
113,669 shares ($60.1M)
Jun 30, 2026 Inst.
Jun 4, 2026 SEC JPMORGAN CHASE & CO — ADD
50,977 shares ($27.5M)
Dillard's completed the merger of its family holding company, W.D. Company, Inc. (WDC), into itself on June 4, 2026. WDC
8-K — Impact 3/10
Dillard's reported Q1 2026 EPS of $16.04, a 54% YoY increase, on net sales of $1.568B (+2.6% YoY). Results included a $1
PRESS-RELEASE — Impact 6/10
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
0% rate it Buy or better · 11 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 17, 2026 | JP Morgan | MAINTAIN | Underweight | 55% |
| Aug 17, 2026 | UBS | MAINTAIN | Sell | 55% |
| May 6, 2026 | UBS | MAINTAIN | Sell | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| May 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Apr 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Mar 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% | |
| Feb 1, 2026 | 0 | 0 | 4 | 6 | 1 | 0% |
Price targets
Where 3 covering analysts think DDS trades over the next 12 months.
$545.67 -15.6% upside Strong Sell
Current$646.39 Low$468.00 Median$519.00 High$650.00 3 analysts
$468.00$650.00
Analyst rating Underperform· 4.0/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
4 SEC filing reports analyzed · 1 bullish, 1 bearish, 0 mixed, 2 neutral · avg impact 4.8/10.Plus 1 press releases.
NEUTRAL8-K3/10
Dillard's completed the merger of its family holding company, W.D. Company, Inc. (WDC), into itself
Jun 4, 2026
BULLISHPRESS-RELEASE6/10
Dillard's reported Q1 2026 EPS of $16.04, a 54% YoY increase, on net sales of $1.568B (+2.6% YoY). R
May 14, 2026
NEUTRALDEFA14A4/10
Dillard's, Inc. (DDT) is merging with W.D. Company, Inc., a family holding company that owns a signi
Mar 20, 2026
BEARISH8-K6/10
Dillard's reported flat retail sales and unchanged comparable store sales for the fiscal year ended
Feb 24, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
other
Dillard’s, Inc. to Transfer U.S. Stock Exchange Listings to the Texas Stock Exchange (TXSE)
LITTLE ROCK, Ark., Sept. 18, 2026 (GLOBE NEWSWIRE) -- Dillard’s, Inc. (NYSE: DDS) (the “Company” or “Dillard’s”), a Texas corporation headquartered in
Sep 7, 2026
dark_pool
Dark Pool: DDS — 0.1M shares, 14,765 trades
Week starting 2026-09-07. Total ATS volume: 145,264 shares across 14,765 trades.
Sep 3, 2026
ftd
FTD: DDS — 2,459 shares ($1.6M) failed to deliver
Settlement: 20260903, Price: $636.66, FTD Value: $1,565,546.94, DILLARD'S INC
Aug 31, 2026
dark_pool
Dark Pool: DDS — 0.2M shares, 20,257 trades
Week starting 2026-08-31. Total ATS volume: 234,097 shares across 20,257 trades.
Aug 24, 2026
dark_pool
Dark Pool: DDS — 0.2M shares, 18,223 trades
Week starting 2026-08-24. Total ATS volume: 189,991 shares across 18,223 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $8.05 | $8.05–$8.05 | -2.9% | +1.4% | 1↑ 0↓ | $1.5B | 1 |
| Next Q | $10.75 | $10.75–$10.75 | -11.6% | +0.0% | 1↑ 0↓ | $2.0B | 1 |
| Current FY | $35.99 | $35.99–$35.99 | 2.1% | +6.4% | 1↑ 0↓ | $6.6B | 1 |
| Next FY | $34.50 | $34.50–$34.50 | -4.1% | +1.3% | 1↑ 0↓ | $6.7B | 1 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $8.050 | — |
| 7d ago | $7.940 | +0.110 |
| 30d ago | $7.940 | +0.110 |
| 60d ago | $7.940 | +0.110 |
| 90d ago | $7.940 | +0.110 |
Institutional ownership
Which big funds own DDS (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $4.0B total value (7,529,660 shares) as of 2026-Q2. Top holders: Erste, Newport, BlackRock,. Net buying activity: 22 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| Newport Trust Company, LLC | 4,472,875 | $2.4B | 59.4% | — |
| BlackRock, Inc. | 218,316 | $115.4M | 2.9% | — |
| DIMENSIONAL FUND ADVISORS LP | 214,974 | $113.6M | 2.9% | — |
| UBS Group AG | 190,636 | $100.7M | 2.5% | DOUBLED +145.5% |
| Allianz Asset Management GmbH | 162,415 | $85.8M | 2.2% | — |
| RENAISSANCE TECHNOLOGIES LLC | 161,539 | $85.4M | 2.1% | — |
| AQR CAPITAL MANAGEMENT LLC | 159,685 | $84.4M | 2.1% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 156,478 | $82.7M | 2.1% | — |
| MORGAN STANLEY | 149,934 | $79.2M | 2.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | ADD | 79,861 | 113,669 | +42.3% | $60.1M |
| JPMORGAN CHASE & CO | ADD | 29,190 | 50,977 | +74.6% | $27.5M |
| NORGES BANK | NEW | — | 40,568 | — | $21.4M |
| Point72 Asset Management, L.P. | DOUBLED | 9,220 | 34,029 | +269.1% | $18.0M |
| Squarepoint Ops LLC | DOUBLED | 16,680 | 33,581 | +101.3% | $17.7M |
| Alyeska Investment Group, L.P. | NEW | — | 31,204 | — | $16.5M |
| CITADEL ADVISORS LLC | TRIM | 54,593 | 26,392 | -51.7% | $13.9M |
| CAPITAL FUND MANAGEMENT S.A. | ADD | 11,698 | 15,301 | +30.8% | $8.1M |
| Man Group plc | TRIM | 36,171 | 11,075 | -69.4% | $5.9M |
| VICTORY CAPITAL MANAGEMENT INC | TRIM | 15,232 | 10,751 | -29.4% | $5.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 28, 2026 | BOLIN TOM W | VICE PRESIDENT | AWARD | 12 | $673.69 | $8.1K |
| Sep 28, 2026 | Jazic Annemarie | VICE PRESIDENT | AWARD | 8 | $673.69 | $5.4K |
| Sep 28, 2026 | Dillard William T. III | SENIOR VICE PRESIDENT | AWARD | 17 | $673.69 | $11.5K |
| Sep 28, 2026 | DILLARD ALEX | PRESIDENT | AWARD | 17 | $673.69 | $11.5K |
| Sep 28, 2026 | Mahaffy Denise Dillard | SENIOR VICE PRESIDENT | AWARD | 11 | $673.69 | $7.4K |
| Sep 28, 2026 | DILLARD WILLIAM T II | CEO, CHAIRMAN OF BOARD | AWARD | 17 | $673.69 | $11.5K |
| Sep 28, 2026 | DILLARD MIKE | EXECUTIVE VICE PRESIDENT | AWARD | 12 | $673.69 | $8.1K |
| Sep 28, 2026 | Lucie Denise Alexandra | VICE PRESIDENT | AWARD | 8 | $673.69 | $5.4K |
| Sep 28, 2026 | MATHENY DRUE | EXECUTIVE VICE PRESIDENT | AWARD | 12 | $673.69 | $8.1K |
| Sep 28, 2026 | Watts Phillip R. | SENIOR VICE PRESIDENT | AWARD | 10 | $673.69 | $6.7K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for DDS.
Shares short
935,324
Settlement Sep 15, 2026
Change vs prior
-2.2%
Semi-monthly cycle
Days to cover
5.4
At avg daily volume
Of shares outstanding
≈6.0%
Estimate — not % of float
All DDS filing & press-release reports (5)
- 8-K reportJun 4, 2026
- PRESS-RELEASE reportMay 14, 2026
- DEFA14A reportMar 20, 2026
- PRESS-RELEASE reportMar 2, 2026
- 8-K reportFeb 24, 2026