DDSConsumer Cyclical · Department StoresThe 3 Wall Street analysts covering Dillard's, Inc. hold a median 12-month price target of $519 — -21.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 89 of 100 as at 15 Oct 2026 — inside the top quartile. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Dillard's, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (92): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (39): The share price moves around a lot.
Size (15): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on DDS, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −21.8% from it.
Of the 20 most recent actions, 3 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 17 Aug 2026 | JP Morgan | Maintains | Underweight | $496 → $519 |
| 17 Aug 2026 | UBS | Maintains | Sell | $465 → $468 |
| 6 May 2026 | UBS | Maintains | Sell | $460 → $465 |
| 6 May 2026 | UBS | Maintains | Sell | — |
| 25 Feb 2026 | JP Morgan | Maintains | Underweight | — |
| 25 Feb 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 28 Nov 2025 | UBS | Maintains | Sell | — |
| 25 Nov 2025 | JP Morgan | Maintains | Underweight | — |
| 5 Nov 2025 | UBS | Maintains | Sell | — |
| 15 Aug 2025 | Telsey Advisory Group | Maintains | Market Perform | — |
| 15 Aug 2025 | UBS | Maintains | Sell | — |
| 28 July 2025 | JP Morgan | Maintains | Underweight | — |
| 16 May 2025 | Telsey Advisory Group | Maintains | Market Perform | — |
| 16 May 2025 | UBS | Maintains | Sell | — |
| 28 Feb 2025 | UBS | Maintains | Sell | — |
| 26 Feb 2025 | Telsey Advisory Group | Maintains | Market Perform | — |
| 19 Feb 2025 | UBS | Maintains | Sell | — |
| 15 Nov 2024 | Telsey Advisory Group | Maintains | Market Perform | — |
| 15 Nov 2024 | UBS | Maintains | Sell | — |
| 16 Aug 2024 | Telsey Advisory Group | Maintains | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. DDS appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 16 Oct 2026, Dillard's, Inc. returned +16.1% against +16.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 46% of US stocks
Cheaper than 58% of US stocks
Cheaper than 20% of US stocks
Cheaper than 34% of US stocks
Higher than 27% of US stocks
Higher than 68% of US stocks
Higher than 50% of US stocks
Higher than 56% of US stocks
Higher than 71% of US stocks
Higher than 89% of US stocks
Higher than 94% of US stocks
Higher than 63% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Dillard's, Inc. has a market value of $10.4B and an enterprise value of $9.7B.
Revenue in the twelve months to 31 July 2026: $6.6B. The latest quarter shrank 0.4% year on year.
Net income over the same four quarters: $681.8M, a 10.3% net margin.
Diluted earnings per share, trailing twelve months: $43.65.
Free cash flow in the twelve months to 31 July 2026: $635.1M.
Dillard's, Inc. spent $0.0 on share buybacks and $486.3M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 15.2×; forward P/E: 19.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.18%, paying out 3% of earnings.
Dillard's, Inc. employs 0 people.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| DDSDillard's, Inc. | $10.4B | 89 |
| MMacy's, Inc. | $6.4B | 95 |
| KSSKohl's Corp. | $2.5B | 90 |
| PLBLPolibeli Group Ltd. | $2.0B | 1 |
| AURAurora Innovation, Inc.* | $10.6B | 22 |
| DPZDomino's Pizza, Inc.* | $10.0B | 63 |
| MUSAMurphy USA, Inc.* | $10.0B | 95 |
* Nearest Consumer Cyclical names by size — few department stores companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Dillard's, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Texas Stock Exchange CEO Jim Lee commented on Dillard's departure from the New York Stock Exchange.
Why it matters — DDS watchers may want to note the coverage of the company's move away from the NYSE and the Texas Stock Exchange CEO's reaction.
Zacks Investment Research's article presents Dillard's (DDS) as a strong momentum stock and points readers to Zacks Style Scores as a way to identify stocks.
Why it matters — DDS watchers may note the article's favorable momentum framing and its reference to Zacks Style Scores.
The Texas Stock Exchange (TXSE) is set to begin its rollout of corporate listings this October, aiming to challenge the long-standing dominance of the New York Stock Exchange and Nasdaq in U.S. corporate listings. The exchange has reportedly secured $80 billion in listings.
Why it matters — A new competing exchange launching could introduce additional listing venues and market dynamics that may indirectly affect how retail companies like Dillard's are traded or listed in the future.
Dillard's stock currently shows a nominal dividend yield of just 0.18%, yet some shareholders collected more than $31 per share in the past year. The article notes that whether that level of payout recurs depends on factors that income investors often overlook.
Why it matters — DDS watchers would care because the piece highlights a large gap between the company's reported yield and actual shareholder payouts, which could inform expectations about future income potential.
Dillard's announced its 32nd annual holiday fundraiser benefiting Ronald McDonald House, featuring an exclusive Southern Living Christmas Cookbook. The company stated it is pleased to further its commitment to the organization through this campaign.
Why it matters — A DDS watcher would note the company's ongoing community engagement and its 32-year tradition of supporting Ronald McDonald House through its annual holiday fundraiser.
The 3 Wall Street analysts covering Dillard's, Inc. have a median 12-month price target of $519, with estimates ranging from $468 to $650. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 3 analysts covering Dillard's, Inc., 0 rate it a Buy, 1 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Dillard's, Inc. 89 out of 100 across roughly 4,600 US stocks as at 15 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 15 Oct 2026, Dillard's, Inc. ranks 89 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (92 of 100).
No one can know that. What the data says: the median 12-month target from 3 analysts implies -21.8% from the last close, and Ticker Nerd's factor model ranks Dillard's, Inc. 89 out of 100 as at 15 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Dillard's, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for DDS are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $468 to $650 over the next 12 months.
Dillard's, Inc. returned +16.1% over the 12 months to 16 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Dillard's Inc. Class A Common Stock is the equity security of Dillard’s, Inc., a U.S.
The most recent item we track (Fox Business, 9 Oct 2026): "Texas Stock Exchange CEO Jim Lee talks Dillard's move". Texas Stock Exchange CEO Jim Lee commented on Dillard's departure from the New York Stock Exchange.
Dillard's Inc. Class A Common Stock is the equity security of Dillard’s, Inc., a U.S. department store retailer focused on fashion apparel, cosmetics, home furnishings, and related consumer goods. Dillard’s serves customers through a broad retail format that combines private-label and national brands across clothing, beauty, accessories, and home categories. The company’s business is centered on merchandising, store operations, and inventory management, with a product mix aimed at everyday shopping as well as seasonal and occasion-based demand. Dillard’s also supports its retail platform with e-commerce and customer service capabilities that complement its physical store network. As a publicly traded common stock, the Class A shares represent an ownership interest in a consumer discretionary business that is closely tied to retail spending patterns and department store activity. The asset is associated with Dillard’s ongoing role in the U.S. retail market and its established presence in broadline retail.
CEO Mr. William T. Dillard II · United States · https://www.dillards.com
