Dillard's, INC

Market Movers (8-K)

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NYSE
Dillard's announced robust second-quarter results, with net income soaring to $97.7 million, driven by significant tariff rebates and a favorable litigation settlement, alongside a 1% increase in total retail sales.
Better than expected
NYSE
Dillard's, Inc. announced the results of its Annual Meeting of Stockholders, with overwhelming approval for a merger agreement and the election of directors.
Capital raise
NYSE
Dillard's, Inc. announced an agreement to merge W.D. Company, Inc., a family holding company, into Dillard's, consolidating Dillard family stock ownership.
NYSE
Dillard's announced a respectable fiscal year with unchanged retail sales and a strong cash position, despite declines in net income and earnings per share for both the full year and fourth quarter.
Worse than expected
Delay expected
NYSE
Dillard's, Inc. reported a 3% increase in total retail sales and comparable store sales for the third quarter, with net income rising to $129.8 million or $8.31 per share.
Better than expected
NYSE
Dillard's, Inc. stockholders approved the company's reincorporation from Delaware to Texas, effective August 31, 2025, changing its governing law and corporate charter.

Quarterly Earnings (10-Q)

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NYSE
Dillard's reported a strong first quarter for 2026, bolstered by a $104.1 million litigation settlement and 3% comparable store sales growth.
Better than expected
NYSE
Dillard's Inc. reported a 3% increase in third-quarter net sales and a 4.2% rise in net income, alongside the declaration of a $30 per share special dividend.
Delay expected
Better than expected
NYSE
Dillard's reports a 1% increase in second-quarter retail sales and comparable store sales, but faces gross margin compression and a decline in six-month net income.
Worse than expected
Delay expected
NYSE
Dillard's, Inc. reported a decrease in net income and sales for the first quarter of fiscal 2025, attributing the decline to retail segment challenges and the transition to a new private label credit card alliance, despite effective expense control.
Worse than expected
NYSE
Dillard's third quarter results show a decrease in retail sales but an improvement in expense control, with a focus on gross margin performance.
Worse than expected
NYSE
Dillard's second quarter results were negatively impacted by a challenging consumer environment and increased expenses, leading to a decline in sales and profitability.
Worse than expected

Annual Reports (10-K)

NYSE
Dillard's, Inc. reported net income of $570.2 million for fiscal year 2025, maintaining gross margins and returning significant cash to shareholders despite flat retail sales.
Worse than expected
NYSE
Dillard's fiscal 2024 net income decreased to $593.5 million, with comparable store sales declining 3% amid a challenging consumer environment, while the company focused on gross margin performance and expense control.
Worse than expected
NYSE
Dillard's reports respectable 2023 results amidst a challenging consumer landscape, focusing on inventory control and returning capital to shareholders.
Worse than expected
Delay expected

Insider Trading (Form 4)

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NYSE
Dean L. Worley, VP/GENERAL COUNSEL & SECRETARY of Dillard'S, Inc., received 9 shares of common stock on July 27, 2026.
NYSE
Phillip R. Watts, SENIOR VICE PRESIDENT of Dillard'S, Inc., received 10 shares of common stock on July 27, 2026.
NYSE
Denise Dillard Mahaffy, SENIOR VICE PRESIDENT and a Director of Dillard'S, Inc., received 10 shares of common stock on July 27, 2026.
NYSE
Brant Musgrave, CORPORATE VP STORES of Dillard'S, Inc., received 8 shares of common stock on July 27, 2026.
NYSE
Denise Alexandra Lucie, VICE PRESIDENT of Dillard'S, Inc., received 7 shares of common stock on July 27, 2026.
NYSE
Mike Litchford, VICE PRESIDENT of Dillard'S, Inc., received 13 shares of common stock on July 27, 2026.

Proxy Statements (Def-14A)

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NYSE
Dillards, Inc. proposes reincorporating from Delaware to Texas to align with its operational base, reduce litigation risk, and achieve cost savings.
Better than expected
Delay expected
NYSE
Warren A. Stephens, a Dillard's board member since 2002, has resigned following his confirmation as the United States Ambassador to the United Kingdom and will not stand for re-election at the upcoming annual meeting.
NYSE
Dillard's Inc. is holding its annual stockholder meeting on May 17, 2025, and has released proxy materials for voting on director elections and the ratification of KPMG LLP as the independent accounting firm.
NYSE
Dillards, Inc. has announced its 2025 Annual Meeting of Stockholders to be held on May 17, 2025, covering director elections and auditor ratification.
Worse than expected
NYSE
Dillard's Inc. will hold its annual meeting on May 18, 2024, where shareholders will vote on the election of directors, ratification of the independent auditor, and an amendment to the non-employee director restricted stock plan.
NYSE
Dillard's Inc. is holding its 2024 Annual Meeting of Stockholders on May 18, 2024, to vote on director elections, ratify the appointment of KPMG LLP as its independent auditor, and approve an amendment to its non-employee director restricted stock plan.
Worse than expected

Schedule 13D - Activist Investments

NYSE
Dillard's, Inc. family members completed a merger of their holding company, W.D. Company, Inc., into the issuer to centralize voting control.

Schedule 13G - Passive Investments

NYSE
W.D. Company, Inc. filed an amendment to its Schedule 13G disclosing that it no longer beneficially owns any shares of Dillard's, Inc. Class A Common Stock.
NYSE
Newport Trust Company, LLC has reported beneficial ownership of 38.84% of Dillard's, Inc. Class A Common Stock as of September 30, 2025.