Dillard's has delivered four consecutive earnings beats at an average surprise above 28%, and its shares trade at a forward multiple of roughly 16.6 times with a PEG below 0.35—a combination that keeps valuation attractive even as price momentum has softened and the stock sits in a range-bound pattern with a high short-interest overhang.
Thesis pillars
- Consistent Earnings Outperformance→Stable
- Quality Balance Sheet Returns→Stable
- Attractive Valuation Low Peg↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Mar 27, 2026· older than 90 days
Dillard's, Inc. (DDS) Stock Analysis
Consumer Cyclical · Department Stores
Sell if holding. Analyst target reached at $636.21 — A.R:R is negative (-2.9) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Consumer Cyclical): -1.5.
The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964 (and was reincorporated in Texas in 2025). As of January 31, 2026, we operated 271 Dillard's stores, including 28 clearance centers, and an Internet store at dillards.com offering... Read more
Sell if holding. Analyst target reached at $636.21 — A.R:R is negative (-2.9) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Consumer Cyclical): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.8/10, moderate confidence.
Passes 4/8 gates (positive momentum, clean insider activity, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio and earnings proximity 7d<=7d. Suitability: moderate.
Recent developments
updated Nov 3, 2026Recent Developments — Dillard's, Inc.
Latest news
- NEWS UBS Analyst Suggests Dillard's Unlikely to Provide Annual Guidance in Q3 Report — fiscal.ai Nov 3, 2026 neutral
- NEWS Dillard's, Camping World, and OneWater Shares Are Falling, What You Need To Know - StockStory — StockStory Aug 14, 2026 negative
- NEWS Dillard's (DDS) Dropped, What Is Behind The Fresh Attention? - Yahoo Finance — Yahoo Finance Aug 14, 2026 negative
- NEWS Dillard's (DDS) Stock Price Drops As One Off Gains Fail To Convince - Sahm — Sahm Aug 14, 2026 negative
- NEWS Dillard's Inc (DDS) Shares Fall 3.5% -- What GF Score of 79 Tells Investors - GuruFocus — GuruFocus Aug 13, 2026 negative
Latest item Nov 3, 2026 · Generated 2026-11-05T11:44:07Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Material Events(8-K, last 90d)
- 2026-09-18Item 3.01LOWOn September 17, 2026, Dillard's, Inc. (the "Company"), acting pursuant to authorization from its Board of Directors (the "Board"), notified the New York Stock Exchange ("NYSE") of its intention to voluntarily withdraw the primary listings of the Company's Class A common stock, par value $0.01 pe...SEC filing →
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Rating Breakdown
10 dimensions · all in-band
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $636.21 — A.R:R is negative (-2.9) — price has exceeded the analyst target. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Sector modifier (Consumer Cyclical): -1.5. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $591.68. Score 5.8/10, moderate confidence.
Analyst target $463.82 reached (−27.1% from $636.21); no take-profit level is published. Prior stop was $591.68. Stop-loss: $591.68.
Analyst target reached - limited upside remaining; Sector modifier (Consumer Cyclical): -1.5; Earnings in 7 days (event risk).
Dillard's, Inc. trades at a P/E of 15.3 (forward 18.4). TrendMatrix value score: 7.0/10. Verdict: Sell.
11 analysts rate DDS, with a consensus score of 2.3/5. 3 analysts publish price targets averaging $546.
What does Dillard's, Inc. do?The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964 (and was...
The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964 (and was reincorporated in Texas in 2025). As of January 31, 2026, we operated 271 Dillard's stores, including 28 clearance centers, and an Internet store at dillards.com offering a wide selection of merchandise including fashion apparel for women, men and children, accessories, cosmetics, home furnishings and other consumer goods. The Company also operates a general contracti