Dillard's (DDS)
Sells fashion, cosmetics, and home goods through an owned-store network and dillards.com.
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Sells fashion apparel, cosmetics, accessories, shoes, and home furnishings through full-line stores, clearance centers, and dillards.com. Retail dominates the business, with CDI Contractors forming a small construction segment, while an owned, US-concentrated store footprint ties performance to discretionary spending and mall traffic.
Operates full-line department stores, clearance centers, and dillards.com, selling fashion apparel for women, men, and children alongside cosmetics, accessories, shoes, and home furnishings. Retail operations are the core business, while CDI Contractors handles construction and remodeling for stores and outside customers.
Concentrated in the United States, the store network is paired with an Internet channel. Centralized merchandising and technology combine with regional offices, store visits, and online merchandise information to adjust assortments for local preferences, tastes, and sizes.
Family executives continue to run the business, and the dual-class share structure divides director-election rights between Class A and Class B holders. Most occupied store square footage is owned, while demand depends on discretionary spending, mall traffic, and anchor-tenant health; private-label credit income also relies on the Citibank alliance.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 17, 2026 | UBS | Reiterate | Rating: —Target: $465 | Target: $468 |
| May 6, 2026 | UBS | Reiterate | Rating: —Target: $460 | Target: $465 |
| Feb 25, 2026 | Telsey Advisory | Target | Target: $380 | Target: $650 |
| Nov 28, 2025 | UBS | Reiterate | Rating: —Target: $192 | Target: $460 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $1.26B · Total debt $456.8M · Total assets $3.75B · Shareholders' equity $2.12B
- Revenue
- $1.53B
- Operating income
- $124.2M
- Net income
- $97.7M
HistoryDividendAnnual yieldUpcoming
| Institutions | 53.90% | 8.42M shares | |
|---|---|---|---|
| 314 holders · as of Jun 30, 2026 | |||
| Insiders | 64.50% | 10.07M shares | |
| 22 holders · as of Sep 4, 2026 | |||
| Adds to | 118.40% | ||
15.62M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 118.40%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Alex Dillard1Insiderdirector, 10 percent owner, officer: PRESIDENT | 31.22% | 4.88M COMPANY | filed Aug 26, 2026 |
Newport Trust CoInstitution | 28.64% | 4.47M A | as of Jun 30, 2026 |
William T. Ii DillardInsiderdirector, 10 percent owner, officer: CEO, CHAIRMAN OF BOARD | 11.96% | 907,931 A · 960,246 B | filed Aug 26, 2026 |
Mike DillardInsiderdirector, 10 percent owner, officer: EXECUTIVE VICE PRESIDENT | 9.35% | 546,920 A · 913,975 B | filed Aug 26, 2026 |
Drue MathenyInsiderdirector, officer: EXECUTIVE VICE PRESIDENT | 4.36% | 407,687 A · 273,724 B | filed Aug 26, 2026 |
- Alex Dillard's transaction reports restate only vehicles that traded; the 2026 ownership statement (4.88M) plus the 53 net shares acquired since is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 5, 2026 | J. C. Jr Watts | director | −400 | $609.18 |
| Oct 16, 2025 | J. C. Jr Watts | director | −750 | $594.60 |
| Sep 29, 2025 | Chris B. Johnson | officer: SENIOR VICE PRESIDENT | −400 | $617.00 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Dillard's | $649.04 | +1.55% | $9.98B | 14.6 | 18.8 | 1.5 | −0.4% |
| Macy's | $22.58 | +1.76% | $5.84B | 8.2 | 10.5 | 0.3 | −2.7% |
| Kohl's | $17.95 | +2.98% | $1.98B | 7.5 | 12.0 | 0.1 | −6.4% |
| TJX Companies | $130.39 | −0.44% | $144.66B | 24.2 | 24.2 | 2.3 | +5.4% |
| Ross Stores | $231.23 | −0.01% | $74.18B | 28.0 | 27.2 | 3.0 | +13.3% |
| Ulta Beauty | $555.86 | −0.36% | $23.98B | 20.3 | 18.2 | 1.9 | +8.9% |
| Target | $159.45 | +1.10% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| Amazon | $254.94 | −1.36% | $2.78T | 20.8 | 27.3 | 3.6 | +19.6% |
| Abercrombie & Fitch | $135.52 | −0.90% | $6.08B | 11.7 | 11.0 | 1.1 | +4.8% |
| Median | 18.3 | 17.7 | 1.5 | +5.3% |