DDS Dillards Inc

Dillard's recently reported higher net sales and net income, demonstrating financial resilience, partly due to a focus on exclusive brand merchandise which supports retail gross margins. While the core investment case still emphasizes high returns and disciplined capital, a weaker construction segment introduces a new risk. The company's stock price has risen, but analysts have a wide range of fair value estimates, suggesting potential overextension.

Dillard's (DDS) reported Q3 2026 revenue of $1.5 billion and EPS of $4.66, revealing a net margin slip to 8.7% from 9.8% a year prior. While same-store sales improved slightly, the company faces net margin compression, slow forecasted growth compared to the broader market, and a projected annual earnings decline of 0.6%. Despite a P/E discount and a 3.72% dividend yield, the long-term outlook appears less dynamic due to these factors.

Dillard's Inc. (NYSE: DDS) has seen a 4.87% increase in short interest since its last report, with 813 thousand shares sold short, representing 28.02% of all available shares. This high short interest, which is significantly above its peer group average of 8.49%, signals a bearish market sentiment towards the stock. Traders would need an average of 9.13 days to cover their short positions, indicating a notable level of investor skepticism.

Dillard's, Inc. announced a special dividend of $30.00 per share and a quarterly cash dividend of $0.30 per share for its Class A and Class B Common Stock. The special dividend is payable on January 5, 2026, while the quarterly dividend is payable on February 2, 2026. This decision underscores the company's commitment to its shareholders, including its associates, for their trust and support.

Dillard’s (NYSE: DDS) has declared a special dividend of $30.00 per share, its largest ever, payable on January 5, 2026, to shareholders of record as of December 12, 2025. Additionally, the company announced a quarterly cash dividend of $0.30 per share, to be paid on February 2, 2026, to shareholders of record as of December 31, 2025. Management stated this move underscores their commitment to shareholders, many of whom are also associates.

Dillard's has launched a new limited-edition capsule collection called Sydney Silverman x Gianni Bini, available both online and in stores. This collection blends timeless luxury with a West Coast edge, featuring apparel, footwear, and accessories designed for the modern woman's fall-to-winter wardrobe. Both Sydney Silverman and Dillard's Vice-President of Merchandising, Alexandra Dillard Lucie, expressed enthusiasm for the collaboration, highlighting its unique blend of Colorado roots and city sophistication.