DILLARD’S, INC.
In the published model solve dated 2026-Q2, anchored at $588.92, DILLARD’S, INC. (DDS) is priced for +7.4% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Dillard's runs the department store business backwards from the rest of the industry: it owns most of its real estate, borrows essentially nothing, and hands the surplus back: for fiscal 2025 ⟦"the Board of Directors declared a special dividend of $30.00 per share"⟧ on top of the ordinary quarterly payout. • The structural risk is the channel rather than the company, with net sales at $6,473.6 million in fiscal 2025 against $6,752.1 million two years earlier, a drift that no amount of expense
Is DDS overvalued? See what's priced in →
301 institutional managers reported holding DDS in 13F filings for the quarter ended 2026-03-31. Together they hold about 52% of the company; the top 10 hold 39%. 51 opened new positions that quarter. Held by Vanguard Group, Dimensional Fund Advisors, BlackRock, among others. On the short side, 1.0M shares were sold short as of the 2026-06-15 count, about 7% of shares outstanding (9.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
DDS has cut its share count 25.9% over the past five years, spending $1.47B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 2 years straight; the current rate is $31.10 a share annually. Cash returned over the past three years: $1.24B in dividends and $396.39M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at DDS over the trailing three years: 2024: 1 buy totaling $35k. 23 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
DDS's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-06-03 | -0.1% | +6.7% |
| 2023-09-02 | +8.3% | -4.8% |
| 2023-12-08 | -5.2% | +12.3% |
| 2024-03-30 | +1.3% | -5.2% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
DDS's latest 8-K filings: 2026-06-04 (items 2.01, 3.02, 9.01); 2026-06-01 (items 5.07); 2026-05-14 (items 2.02, 9.01); 2026-03-20 (items 1.01, 3.02, 9.01); 2026-02-24 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.