NYSE · Consumer Discretionary

DILLARDS INC DDS

Dillard's, Inc. operates retail department stores in the southeastern, southwestern, and midwestern areas of the United States. The company offers fashion apparel for men, women, and children; accessories, cosmetics, home furnishings, and other consumer goods through dillards.com, an Internet store and clearance centers.

Department/Specialty Retail Stores

Company profile

Business mix

  • The company offers fashion apparel for men, women, and children; accessories, cosmetics, home furnishings, and other consumer goods through dillards.com, an Internet store and clearance centers.
  • It also engages in the general contracting construction activities, such as constructing and remodeling stores for the company.
  • The company was founded in 1938 and is based in Little Rock, Arkansas.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in department stores?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 14.41 FCF 7.97% Buyback 2.5%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Gotham Asset Management Joel Greenblatt 0.2% $58.6M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $44.3M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +311.9% +77,499 / 24,845
Gotham Asset Management Joel Greenblatt 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 75.2% 13F value change +$9.3M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 52.8% 13F value change +$22.7M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 10.7% 13F value change +$3.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 39.0% 13F value change +$13.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 24,845 Last 4 periods +77,499 (+311.9%) Total shares 102,344 Value $58.6M

Recent mentions

No public mentions.