DILLARD'S, INC.(DDS)Stock Analysis
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Rank #782 of 2,960 stocksTOP 50%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
DDS Stock Analysis & AI Quality Score
Data updated 2026-09-12AI 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 61.4/100 on a 32-signal composite quality model, placing it at rank #782 of 2,960 stocks — the top half of the AI-ranked universe. DDS scores in the top quartile across balance sheet strength (95.3), revenue scale (81.8). Areas of concern include earnings quality (28.6) and revenue growth (35.5), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2026), DILLARD'S, INC. reports quarterly revenue of $1.5B, net income of $97.7M, an operating margin of 8.3%. Top institutional holders of DDS by reported 13-F value include Newport Company, BlackRock, DIMENSIONAL FUND ADVISORS, 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 61.4 — an improving long-term trajectory across 69 quarterly and live scoring snapshots.
What's Driving DDS's Business? Latest 10-Q Breakdown
AI-extracted from DILLARD'S, INC.'s 10-Q filed 2026-09-04 — Q2 FY2026 (quarter ended August 1, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Biggest Revenue Drivers
Comparable store sales increased 1%; strong performance in ladies' accessories, home and furniture offset by declines in ladies' apparel and juniors' apparel.
Decreased construction activity offset by growing remaining performance obligations of $152.1M.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q2 2026
$1.5B
Net Income
Q2 2026
$97.7M
Free Cash Flow
Q2 2026
$-59.5M
Operating Margin
Q2 2026
8.3%
ROIC
Q2 2026
24.0%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · ProRevenue
-0.4% YoYNet Income
-3.9% YoYEPS (Diluted)
-1.1% YoYTotal Assets
-0.7% YoYTotal Debt
Op. Cash Flow
+0.4% YoYFree Cash Flow
+2.3% YoY| 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 |
| Free Cash Flow | $623.6M +2.3% | $609.6M -18.8% | $750.6M -9.4% | $828.3M -29.5% | $1.18B +510.8% | $192.5M |
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Available Research
13F Pro tracks comprehensive data for DILLARD'S, INC. including:
Top Institutional Holders of DDS
Newport Trust Company, LLC
$2.4B4,472,875 shBlackRock, Inc.
$115.4M218,316 shDIMENSIONAL FUND ADVISORS LP
$113.6M214,974 shUBS Group AG
$100.7M190,636 shAllianz Asset Management GmbH
$85.8M162,415 shRENAISSANCE TECHNOLOGIES LLC
$85.4M161,539 shAQR CAPITAL MANAGEMENT LLC
$84.4M159,685 shVANGUARD PORTFOLIO MANAGEMENT LLC
$82.7M156,478 shMORGAN STANLEY
$79.2M149,934 shVANGUARD CAPITAL MANAGEMENT LLC
$70.0M132,562 sh
| Fund | Value | Shares |
|---|---|---|
| Newport Trust Company, LLC | $2.4B | 4,472,875 |
| BlackRock, Inc. | $115.4M | 218,316 |
| DIMENSIONAL FUND ADVISORS LP | $113.6M | 214,974 |
| UBS Group AG | $100.7M | 190,636 |
| Allianz Asset Management GmbH | $85.8M | 162,415 |
| RENAISSANCE TECHNOLOGIES LLC | $85.4M | 161,539 |
| AQR CAPITAL MANAGEMENT LLC | $84.4M | 159,685 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $82.7M | 156,478 |
| MORGAN STANLEY | $79.2M | 149,934 |
| VANGUARD CAPITAL MANAGEMENT LLC | $70.0M | 132,562 |
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Popular Research
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. DDS is classified as a mid company.
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.