Dillard's Inc (DDS) experienced a price drop of 5.22%, hitting a 5-day low. This decline comes despite the broader market's positive performance, with the Nasdaq-100 up 0.30% and the S&P 500 up 0.46%.
The downturn in Dillard's stock is attributed to sector rotation, as investors are shifting their focus amidst concerns over economic health and high valuations in the market. Although the company has shown strong performance over the past five years, recent market trends have led to a reevaluation of investment strategies.
Investors may need to consider the implications of this decline, especially in light of the company's previous strong profitability and growth trajectory. The current market conditions suggest that while Dillard's has been a strong performer historically, external factors are influencing its stock price.
Wall Street analysts forecast DDS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DDS is 492.00 USD with a low forecast of 460.00 USD and a high forecast of 524.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
Wall Street analysts forecast DDS stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for DDS is 492.00 USD with a low forecast of 460.00 USD and a high forecast of 524.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
0 Buy
0 Hold
2 Sell
Moderate Sell
Current: 603.730
Low
460.00
Averages
492.00
High
524.00
Current: 603.730
Low
460.00
Averages
492.00
High
524.00
UBS
Mauricio Serna
Sell
maintain
$184 -> $460
2025-11-28
Reason
UBS
Mauricio Serna
Price Target
$184 -> $460
AI Analysis
2025-11-28
maintain
Sell
Reason
UBS analyst Mauricio Serna raised the firm's price target on Dillard's to $460 from $184 and keeps a Sell rating on the shares. The firm updated the company's model post the Q3 report. Dillard's "is adept to drive modest sales growth," the analyst tells investors in a research note. However, UBS sees "very limited" earnings growth potential for Dillard's given its low-single-digit sales growth and flattish margins.
JPMorgan
Matthew Boss
maintain
$411 -> $524
2025-11-25
Reason
JPMorgan
Matthew Boss
Price Target
$411 -> $524
2025-11-25
maintain
Reason
JPMorgan analyst Matthew Boss raised the firm's price target on Dillard's to $524 from $411 and keeps an Underweight rating on the shares. The firm updated the company's model post the Q3 report.
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Telsey Advisory
Dana Telsey
Market Perform
maintain
$550 -> $700
2025-11-14
Reason
Telsey Advisory
Dana Telsey
Price Target
$550 -> $700
2025-11-14
maintain
Market Perform
Reason
Telsey Advisory analyst Dana Telsey raised the firm's price target on Dillard's to $700 from $550 and keeps a Market Perform rating on the shares. The company recorded another "solid" earnings beat, highlighting the company's disciplined execution and ability to deliver consistent performance during macroeconomic uncertainty, the analyst tells investors.
UBS
Mauricio Serna
Sell
maintain
$175 -> $184
2025-11-05
Reason
UBS
Mauricio Serna
Price Target
$175 -> $184
2025-11-05
maintain
Sell
Reason
UBS analyst Mauricio Serna raised the firm's price target on Dillard's to $184 from $175 and keeps a Sell rating on the shares. The firm has doubts that Q3 will be a big catalyst for the stock, the analyst tells investors in a research note.
About DDS
Dillard's, Inc. is a retailer of fashion apparel, cosmetics and home furnishings. The Company’s segments include the operation of retail department stores and a general contracting construction company. It operates 272 Dillard’s stores, including 28 clearance centers, and an Internet store at dillards.com 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 includes constructing and remodeling stores for the Company. Its merchandise selections include its lines of exclusive branded merchandise, such as Antonio Melani, Gianni Bini, GB, Roundtree & Yorke and Daniel Cremieux. Its retail stores are located primarily in shopping malls and open-air centers throughout the southwest, southeast and Midwest regions of the United States.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
