Latest revenue
$1.47B
as of 2025-11-01
Latest net income
$129.8M
as of 2025-11-01
Net margin
8.8%
as of 2025-11-01
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $69.68B
- Enterprise value
- $69.68B
- P/E (trailing)
- 122.2×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 5.5%
- 52-wk high
- $741.98
- 52-wk low
- $386.85
- Beta
- —
- Shares out
- 124.0M
5-year trend
What this company does
ITEM 1. BUSINESS. Dillard's, Inc. ("Dillard's", the "Company", "we", "us", "our" or "Registrant") ranks among the nation's largest fashion apparel, cosmetics and home furnishing retailers. The Company, originally founded in 1938 by William T. Dillard, was incorporated in Delaware in 1964. As of January 29, 2022, we operated 280 Dillard's stores, including 30 clearance centers, and an Internet store 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 contracting construction company, CDI Contractors, LLC ("CDI"), a portion of whose business…
AI summary unavailable — showing raw filing excerpt
Generated from DDS's filing dated 2022-03-29
Key risks
Table of Contents Contents ITEM 1A. RISK FACTORS. The risks described in this Item 1A, Risk Factors, of this Annual Report could materially and adversely affect our business, financial condition and results of operations. The Company cautions that forward-looking statements, as such term is defined in the Private Securities Litigation Reform Act of 1995, contained in this Annual Report on Form 10-K are based on estimates, projections, beliefs and assumptions of management at the time of such statements and are not guarantees of future performance. The Company disclaims any obligation to update or revise any forward-looking statements based on the occurrence of future events, the receipt of…
AI summary unavailable — showing raw filing excerpt
Generated from DDS's filing dated 2022-03-29
Profitability
Net margin
8.7%
3.5%Return on equity
32.1%
3.0%Return on assets
16.3%
3.2%Leverage
Debt / equity
0.97×
0.5%Long-term debt / equity
0.13×
29.1%Debt / assets
49.2%
0.2%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-01-31 | $2.05B | -3.4% | $203.7M | -5.0% | 9.9% |
Q4 2025 2025-11-01 | $1.47B | +2.9% | $129.8M | +4.2% | 8.8% |
Q3 2025 2025-08-02 | $1.51B | +1.6% | $72.8M | -2.2% | 4.8% |
Q2 2025 2025-05-03 | $1.53B | -1.3% | $163.8M | -9.0% | 10.7% |
Q1 2025 2025-02-01 | $2.12B | — | $214.4M | — | 10.1% |
Q4 2024 2024-11-02 | $1.43B | -3.3% | $124.6M | -19.8% | 8.7% |
Q3 2024 2024-08-03 | $1.49B | -4.9% | $74.5M | -43.4% | 5.0% |
Q2 2024 2024-05-04 | $1.55B | — | $180.0M | — | 11.6% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Retail-Department Stores · SIC 5311
Your notes
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Insider activity
Insider buying
$0
Insider selling
$692.8K
Net activity
−$692.8K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value |
|---|
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns DDS
Institutional value
$1.07B
Total shares held
1.9M
Distinct holders
186
-125 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 216.1K | $123.6M | -640 (-0.3%) | Trimmed |
| 2 | BlackRock, Inc. | 188.1K | $107.6M | +3.6K (+2.0%) | Added |
| 3 | UBS Group AG | 166.7K | $95.4M | +98.8K (+145.5%) | Added |
| 4 | Allianz Asset Management GmbH | 160.9K | $92.0M | -4.4K (-2.7%) | Trimmed |
| 5 | VANGUARD PORTFOLIO MANAGEMENT LLC | 149.1K | $85.3M | — | New |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 131.8K | $75.4M | — | New |
| 7 | Clientfirst Wealth Management, LLC | 108.1K | $61.8M | +0 (+0.0%) | No change |
| 8 | BNP PARIBAS FINANCIAL MARKETS | 79.9K | $45.7M | +46.3K (+137.9%) | Added |
| 9 | Bank of New York Mellon Corp | 68.2K | $39.0M | -6.9K (-9.1%) | Trimmed |
| 10 | WEDGE CAPITAL MANAGEMENT L L P/NC | 61.4K | $35.1M | +5.7K (+10.3%) | Added |
| 11 | Hexagon Capital Partners LLC | 49.1K | $28.1M | +45 (+0.1%) | Added |
| 12 | JANE STREET GROUP, LLC | 34.3K | $19.6M | +20.7K (+152.5%) | Added |
| 13 | JPMORGAN CHASE & CO | 29.2K | $16.2M | +8.4K (+40.2%) | Added |
| 14 | Nuveen, LLC | 24.5K | $14.0M | +16.1K (+191.2%) | Added |
| 15 | Horrell Capital Management, Inc. | 22.3K | $12.8M | -2.0K (-8.2%) | Trimmed |
| 16 | Walleye Capital LLC | 22.0K | $12.6M | +14.1K (+177.2%) | Added |
| 17 | ROYCE & ASSOCIATES LP | 20.0K | $11.4M | -570 (-2.8%) | Trimmed |
| 18 | FRANKLIN RESOURCES INC | 19.6K | $11.2M | +14.2K (+260.2%) | Added |
| 19 | VANGUARD FIDUCIARY TRUST CO | 18.6K | $10.6M | — | New |
| 20 | NISA INVESTMENT ADVISORS, LLC | 16.8K | $9.6M | -1.0K (-5.6%) | Trimmed |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once DDS's latest filing finishes processing.