What is the 13F Pro Quality Score for DDS?

13F Pro ranks DILLARD'S, INC. (DDS) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View DDS's current score at https://13fpro.ai/research/DDS (free sign-up required for the full ranking).

Which hedge funds own the most DDS stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of DDS include Newport Company,, DIMENSIONAL FUND ADVISORS, BlackRock,. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/DDS as soon as new 13F filings post.

Where does 13F Pro source DDS data?

All DILLARD'S, INC. fundamentals and ownership data come directly from SEC EDGAR. DILLARD'S, INC. files with the SEC under CIK 28917. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is DDS in?

DILLARD'S, INC. (DDS) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives DDS's revenue?

Per DILLARD'S, INC.'s latest 10-Q filed with the SEC on 2026-06-05, the biggest revenue drivers are: Retail Operations segment ($1,518.2M, +3.4% YoY); Construction segment ($50.3M, -17.5% YoY); Service charges and other income ($20.2M, +11.5% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/research/DDS.

What are DDS's largest expenses?

DILLARD'S, INC.'s latest 10-Q reports these as the largest expense items: Cost of sales ($870.4M, +1.5% YoY); Selling, general and administrative expenses ($443.98M, +5.3% YoY); Depreciation and amortization ($43.3M, -2.7% YoY). Sourced directly from SEC EDGAR filing text for Q1 FY2026 (quarter ended May 2, 2026).

How often is DDS research updated on 13F Pro?

DDS's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

DILLARD'S, INC.(DDS)Stock Analysis

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13F Pro Quality Score

67.7/100

Rank #453 of 2,879 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

28.5/100

Profitability

69.9/100

Balance Sheet

95.3/100

Earnings Quality

33.1/100

Free Cash Flow

69.3/100

Institutional Flow

96.5/100

Revenue Scale

81.0/100

Dilution Risk

94.9/100

DDS Stock Analysis & AI Quality Score

AI stock analysis and institutional research for DILLARD'S, INC. (DDS), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores DDS at 67.7/100 on a 32-signal composite quality model, placing it at rank #453 of 2,879 stocks — the top 25% of the AI-ranked universe. DDS scores in the top quartile across institutional flow (96.5), balance sheet strength (95.3), revenue scale (81.0). Areas of concern include revenue growth (28.5) and earnings quality (33.1), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2027), DILLARD'S, INC. reports quarterly revenue of $1.6B, net income of $250.6M, free cash flow of $346.8M. Top institutional holders of DDS by reported 13-F value include Newport Company,, DIMENSIONAL FUND ADVISORS, BlackRock,, based on the most recent SEC filings. DDS trades on the NYSE exchange and files with the SEC under CIK 28917. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate DDS daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for DILLARD'S, INC. directly from SEC EDGAR. DILLARD'S, INC.'s 13F Pro composite quality score has ranged between 32 and 75 since 2021, currently 67.7 — an improving long-term trajectory across 28 quarterly and live scoring snapshots.

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Fun facts about DILLARD'S, INC.

Quirks, history, and lore behind DDS — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. retail company · mid-cap · listed on the NYSE · headquartered in the American South.
2
The Numbers
Annual revenue of roughly $6 billion, with a footprint of about 250 department stores — mostly in malls across the Sun Belt.
3
The History
Founded in 1938 in Arkansas by a retailer's son who started with a single store and methodically built a regional department store empire over decades.
4
The Secret
While rivals were drowning in debt and closing stores, this company quietly became one of the best-performing retail stocks of the 2020s — a genuine Wall Street cult favorite hiding in plain sight.
5
The Lore
Known for selling name-brand clothing and cosmetics in states where it's often the biggest anchor in the mall — and loyal shoppers swear by its semi-annual clearance sales.
6
The Giveaway
This Arkansas-born department store chain, named after its founder William T., is still a family-controlled mall staple from Texas to Florida — check the nameplate on the door.

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What's Driving DDS's Business? Latest 10-Q Breakdown

AI-extracted from DILLARD'S, INC.'s 10-Q filed 2026-06-05 — Q1 FY2026 (quarter ended May 2, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Dillard's Q1 net income surged to $250.6M ($16.04/share) from $163.8M, boosted by a $104.1M litigation settlement gain; retail sales grew 3% with gross margin expanding to 45.8%.

Biggest Revenue Drivers

Total revenue: $1,588.6M+2.7% YoY

Retail Operations segment$1,518.2M+3.4% YoY

Comparable store sales increased 3%; strong performance in home/furniture (+8.4%), ladies' accessories/lingerie (+6.6%), and shoes (+5.1%).

Construction segment$50.3M-17.5% YoY

Decrease in construction activity; remaining performance obligations of $176.9M.

Service charges and other income$20.2M+11.5% YoY

Citibank Alliance income increased $3.4M primarily from decreases in credit losses.

Largest Expense Items

Cost of sales$870.4M+1.5% YoY

Gross margin improved to 44.5% from 43.9% YoY.

Selling, general and administrative expenses$443.98M+5.3% YoY

Increased $22.3M largely due to higher payroll and payroll-related expenses; inflation impacting many operating expense areas.

Depreciation and amortization$43.3M-2.7% YoY

Watch Items from the Filing

Retail gross margin subject to tariff and inflation risks; 1% markdown change impacts net income by ~$1M quarterly. Company flagged ongoing concerns about tariffs and inflation pressures.
SG&A increased 5.3% YoY while sales grew only 2.7%, signaling expense deleverage primarily from payroll inflation pressures despite 3% comparable store sales growth.
Construction segment revenues declined 17.5% YoY; however, remaining performance obligations of $176.9M represent +26% increase from January 31, 2026, suggesting future revenue recovery.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →Share on X

Revenue

Q1 2027

$1.6B

Net Income

Q1 2027

$250.6M

Free Cash Flow

Q1 2027

$346.8M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-0.4% YoY

$6.56BFY 2026

FY23 $7.00BFY24 $6.87BFY25 $6.59BFY26 $6.56B

Net Income

-3.9% YoY

$570.2MFY 2026

FY23 $891.6MFY24 $738.8MFY25 $593.5MFY26 $570.2M

EPS (Diluted)

-1.1% YoY

$36.42FY 2026

FY23 $50.81FY24 $44.73FY25 $36.82FY26 $36.42

Total Assets

-0.7% YoY

$3.51BFY 2026

FY23 $3.33BFY24 $3.45BFY25 $3.53BFY26 $3.51B

Total Debt

—FY 2026

FY23 —FY24 —FY25 —FY26 —

Op. Cash Flow

+0.4% YoY

$717.0MFY 2026

FY23 $948.4MFY24 $883.6MFY25 $714.1MFY26 $717.0M

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$6.56B -0.4%	$6.59B -4.1%	$6.87B -1.7%	$7.00B +5.6%	$6.62B +49.4%	$4.43B
Net Income	$570.2M -3.9%	$593.5M -19.7%	$738.8M -17.1%	$891.6M +3.4%	$862.5M +1303.7%	$-71.7M
EPS (Diluted)	$36.42 -1.1%	$36.82 -17.7%	$44.73 -12.0%	$50.81 +21.3%	$41.88 +1425.3%	$-3.16
Total Assets	$3.51B -0.7%	$3.53B +2.4%	$3.45B +3.6%	$3.33B +2.6%	$3.25B +4.9%	$3.09B
Total Debt	—	—	—	—	—	$365.8M
Operating Cash Flow	$717.0M +0.4%	$714.1M -19.2%	$883.6M -6.8%	$948.4M -25.9%	$1.28B +406.0%	$252.9M

AI Insight: DDS Financial Trends

Net income surged 53% YoY in Q2 2026 to $251M, while operating cash flow doubled to $364M, signaling strengthened profitability despite flat-to-down revenue.

• Net income in Q2 2026 ($251M) up 53% vs Q2 2025 ($164M); operating cash flow jumped to $364M from $233M.

• Q1 2026 revenue ($1,989M) rebounded 3% vs Q1 2025 ($2,052M decline), but Q2 2026 revenue softened to $1,589M.

• Equity declined from $1,949M (Q3 2024) to $1,779M (Q1 2026), then ticked up to $2,026M in Q2 2026.

⚠ Q2 2026 revenue ($1,589M) trails Q2 2025 ($1,547M) by only $42M; seasonal strength in Q1 does not yet indicate sustainable growth.

⚠ Total debt spiked to $2,045M in Q4 2025 and remains elevated at $2,026M in Q2 2026; leverage ratio deteriorating vs early-2025 lows.

AI Insight: DDS Ratio Trends

Dillard's surged to 20.6% operating margin in Q2 2026, with ROIC hitting 64.6%—the strongest profitability reading in the dataset.

• Operating margin expanded from 10.9% in Q1 2026 to 20.6% in Q2 2026, driving net profit margin to 15.8%.

• ROIC climbed to 64.6% in Q2 2026 from 48.9% in Q1 2026, reflecting exceptional capital efficiency.

• ROE reached 49.5% in Q2 2026, maintaining elevated returns on equity versus historical lows of 15.2–15.3% in Q3 quarters.

⚠ Q3 historically compresses margins to ~6% OpMargin and ~20% ROIC—Q2 2026's spike may reflect seasonal strength ahead of Q3 softness.

⚠ TTM OpMargin at 12.2% lags Q2 2026's 20.6%, suggesting Q2 is outsized relative to trailing performance.

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Available Research

13F Pro tracks comprehensive data for DILLARD'S, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of DDS

Newport Trust Company, LLC
$2.6B4,512,177 sh
DIMENSIONAL FUND ADVISORS LP
$123.6M216,085 sh
BlackRock, Inc.
$107.7M188,173 sh
UBS Group AG
$95.4M166,707 sh
Allianz Asset Management GmbH
$92.0M160,885 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$85.3M149,102 sh
MORGAN STANLEY
$82.8M144,759 sh
RENAISSANCE TECHNOLOGIES LLC
$81.3M142,180 sh
VANGUARD CAPITAL MANAGEMENT LLC
$75.4M131,844 sh
AQR CAPITAL MANAGEMENT LLC
$70.8M125,492 sh

Fund	Value	Shares
Newport Trust Company, LLC	$2.6B	4,512,177
DIMENSIONAL FUND ADVISORS LP	$123.6M	216,085
BlackRock, Inc.	$107.7M	188,173
UBS Group AG	$95.4M	166,707
Allianz Asset Management GmbH	$92.0M	160,885
VANGUARD PORTFOLIO MANAGEMENT LLC	$85.3M	149,102
MORGAN STANLEY	$82.8M	144,759
RENAISSANCE TECHNOLOGIES LLC	$81.3M	142,180
VANGUARD CAPITAL MANAGEMENT LLC	$75.4M	131,844
AQR CAPITAL MANAGEMENT LLC	$70.8M	125,492

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Is DDS a good stock to buy?

13F Pro's AI-powered analysis of DILLARD'S, INC. (DDS) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for DDS are available on the DDS stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own DDS?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling DDS. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of DILLARD'S, INC.'s investment landscape.