UBS reiterates Sell rating on Dillard’s stock, sees structural market share losses

Published 08/07/2025, 15:46
UBS reiterates Sell rating on Dillard’s stock, sees structural market share losses

Investing.com - UBS maintained its Sell rating on Dillard’s Inc. (NYSE:DDS) with a price target of $170.00, according to a research note released Tuesday. The stock currently trades at $443.81, significantly above UBS’s target, with technical indicators from InvestingPro suggesting overbought conditions.

UBS analyst Mauricio Serna expressed concerns about Dillard’s facing structural market share losses against retail competitors with more appealing value propositions. Despite these concerns, InvestingPro data shows the company maintains strong financial health with a 40.3% gross margin and holds more cash than debt on its balance sheet.

The investment firm believes these competitive pressures will lead to weakening sales and margins for Dillard’s, impacts that UBS suggests the market is currently underappreciating.

UBS forecasts a negative 17% five-year earnings per share compound annual growth rate for the department store retailer.

The firm expects continuous EPS declines will eventually drive Dillard’s stock price toward its $170 price target.

In other recent news, Dillard’s, Inc. reported its first-quarter earnings, surpassing analyst expectations with a net income of $163.8 million, or $10.39 per share, compared to the projected $8.92 per share. Revenue for the quarter was $1.53 billion, aligning with estimates. Despite a 1% decrease in comparable store sales year-over-year and a 2% decline in total retail sales to $1.47 billion, the company maintained a strong performance in juniors’ and children’s apparel and men’s clothing. Dillard’s also announced the outcomes of its Annual Meeting of Stockholders, where all Class A and Class B nominees for the board of directors were successfully elected. Additionally, shareholders ratified KPMG LLP as the independent accounting firm for 2025 with an overwhelming majority. The company repurchased $98 million worth of stock during the quarter and concluded the period with $1.2 billion in cash and short-term investments. For fiscal 2025, Dillard’s plans capital expenditures of $120 million, an increase from $105 million in 2024. The retailer operated 272 stores across 30 states as of the end of the quarter.

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