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DILLARD'S, INC.

DDS, DDT · Retail-Department Stores · 16.5M shares · -10%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $281M (gross $281M, SBC $17K)

Reference price $609.18 · est. market cap ~$10.1B — last insider sale, 2026-06-05 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B77

Dillard's is a remarkably high-return regional department store with elite ROA/ROE, strong cash returns and a fortress balance sheet, offset by flat sales in a declining channel.

Strengths

Risks

Notable findings

Quarterly revenue

2025-05-03 · $1.5B2025-08-02 · $1.5B2025-11-01 · $1.5B2026-05-02 · $1.6B

Last 4 quarters · from SEC filings.

Key metrics

Gross margin
39.0%
Net margin
8.7%
Return on equity
32.1%
Return on assets
16.3%
Revenue growth (QoQ)
6.5%
Net-income growth
-3.9%
Current ratio
2.6×
Free cash flow
$624M
Tangible book value
$1.8B
Cash & investments
$861M

Insider transactions · last 18 months

DateInsiderTypeSharesPrice
2026-06-05WATTS J C JRSell400$609.18
2026-06-04W.D. Company, Inc.Disposition41K
2026-06-04DILLARD MIKEGrant9.5K
2026-06-04Lucie Denise AlexandraGrant151
2026-06-04MATHENY DRUEGrant2.9K
2026-06-04Mahaffy Denise DillardGrant2.9K
2026-06-04DILLARD ALEXDisposition41K
2026-06-04DILLARD ALEXGrant10K
2026-06-04Jazic AnnemarieGrant151
2026-06-04Dillard William T. IIIGrant734
2026-06-04DILLARD MIKEDisposition41K
2026-06-04Dillard William T. IIIGrant400
2026-06-04Dillard William T. IIIGrant100
2026-06-04DILLARD WILLIAM T IIGrant10.0K
2026-06-04DILLARD WILLIAM T IIDisposition41K
2026-05-28CONNOR ROBERT CGrant300$592.85
2026-05-28FREEMAN JAMES IGrant300$592.85
2026-05-28WATTS J C JRGrant300$592.85
2026-05-28Connor William E IIGrant300$592.85
2026-05-28Holmes Rob CGrant300$592.85
2026-05-28Rutledge ReynieGrant300$592.85
2026-05-28Hastings H. Lee IIIGrant300$592.85
2026-05-28White NickGrant300$592.85
2026-05-26Dillard William T. IIIGrant16$570.32
2026-05-26Lucie Denise AlexandraGrant7$570.32
2026-05-26Jazic AnnemarieGrant7$570.32
2026-05-26STOCKMAN JAMES DGrant12$570.32
2026-05-26LITCHFORD MIKEGrant2$570.32
2026-05-26BOLIN TOM WGrant8$570.32
2026-05-26Worley Dean L.Grant9$570.32
2026-05-26Johnson Chris B.Grant11$570.32
2026-05-26Watts Phillip R.Grant9$570.32
2026-05-26MUSGRAVE BRANTGrant11$570.32
2026-05-26Mahaffy Denise DillardGrant10$570.32
2026-05-26MATHENY DRUEGrant11$570.32
2026-05-26DILLARD MIKEGrant11$570.32
2026-05-26DILLARD ALEXGrant16$570.32
2026-05-26DILLARD WILLIAM T IIGrant16$570.32
2026-04-27Lucie Denise AlexandraGrant52$594.31
2026-04-27Jazic AnnemarieGrant52$594.31
2026-04-27STOCKMAN JAMES DGrant26$594.31
2026-04-27Worley Dean L.Grant77$594.31
2026-04-27Johnson Chris B.Grant84$594.31
2026-04-27Watts Phillip R.Grant83$594.31
2026-04-27Dillard William T. IIIGrant103$594.31
2026-04-27Mahaffy Denise DillardGrant86$594.31
2026-04-27MATHENY DRUEGrant160$594.31
2026-04-27DILLARD MIKEGrant160$594.31
2026-04-27DILLARD ALEXGrant495$594.31
2026-04-27DILLARD WILLIAM T IIGrant495$594.31
2026-04-14Worley Dean L.Gift100
2026-03-25FREEMAN JAMES IGift75
2026-01-30MATHENY DRUEGrant133$607.55
2026-01-30Lucie Denise AlexandraGrant60$607.55
2026-01-30Jazic AnnemarieGrant61$607.55
2026-01-30STOCKMAN JAMES DGrant55$607.55
2026-01-30LITCHFORD MIKEGrant45$607.55
2026-01-30BOLIN TOM WGrant42$607.55
2026-01-30Worley Dean L.Grant73$607.55
2026-01-30Johnson Chris B.Grant87$607.55
2026-01-30Watts Phillip R.Grant87$607.55
2026-01-30MUSGRAVE BRANTGrant42$607.55
2026-01-30Dillard William T. IIIGrant95$607.55
2026-01-30Mahaffy Denise DillardGrant90$607.55
2026-01-30DILLARD MIKEGrant126$607.55
2026-01-30DILLARD ALEXGrant292$607.55
2026-01-30DILLARD WILLIAM T IIGrant292$607.55
2026-01-05DILLARD ALEXGrant3$635.50
2026-01-05BOLIN TOM WGrant53$635.50
2025-12-29Jazic AnnemarieGrant9$632.11
2025-12-29STOCKMAN JAMES DGrant13$632.11
2025-12-29LITCHFORD MIKEGrant10$632.11
2025-12-29BOLIN TOM WGrant12$632.11
2025-12-29Worley Dean L.Grant10$632.11
2025-12-29Johnson Chris B.Grant12$632.11
2025-12-29Watts Phillip R.Grant11$632.11
2025-12-29MUSGRAVE BRANTGrant9$632.11
2025-12-29Dillard William T. IIIGrant17$632.11
2025-12-29Mahaffy Denise DillardGrant11$632.11
2025-12-29MATHENY DRUEGrant13$632.11
2025-12-29DILLARD ALEXGrant18$632.11
2025-12-29DILLARD WILLIAM T IIGrant18$632.11
2025-12-29DILLARD MIKEGrant13$632.11
2025-12-29Lucie Denise AlexandraGrant9$632.11
2025-12-24Dillard William T. IIIGift3.0K
2025-12-23FREEMAN JAMES IGift400
2025-12-18FREEMAN JAMES IGift800
2025-12-17Lucie Denise AlexandraGift232
2025-12-17Jazic AnnemarieGift58
2025-12-17Jazic AnnemarieGift174
2025-12-17Jazic AnnemarieGift174
2025-12-17Jazic AnnemarieGift348
2025-12-17MATHENY DRUEGift3.0K
2025-12-17DILLARD ALEXGift638
2025-12-17Lucie Denise AlexandraGift58
2025-12-17Lucie Denise AlexandraGift116
2025-12-01MUSGRAVE BRANTGift375
2025-11-24Lucie Denise AlexandraGrant8$614.41
2025-11-24Jazic AnnemarieGrant8$614.41
2025-11-24STOCKMAN JAMES DGrant11$614.41
2025-11-24LITCHFORD MIKEGrant8$614.41
2025-11-24BOLIN TOM WGrant10$614.41
2025-11-24Worley Dean L.Grant8$614.41
2025-11-24Johnson Chris B.Grant10$614.41
2025-11-24Watts Phillip R.Grant9$614.41
2025-11-24MUSGRAVE BRANTGrant7$614.41
2025-11-24Dillard William T. IIIGrant14$614.41
2025-11-24Mahaffy Denise DillardGrant9$614.41
2025-11-24MATHENY DRUEGrant21$614.41
2025-11-24DILLARD MIKEGrant10$614.41
2025-11-24DILLARD ALEXGrant15$614.41
2025-11-24DILLARD WILLIAM T IIGrant15$614.41
2025-10-27Lucie Denise AlexandraGrant8$623.52
2025-10-27Jazic AnnemarieGrant8$623.52
2025-10-27STOCKMAN JAMES DGrant11$623.52
2025-10-27LITCHFORD MIKEGrant8$623.52
2025-10-27BOLIN TOM WGrant10$623.52
2025-10-27Worley Dean L.Grant8$623.52
2025-10-27Johnson Chris B.Grant9$623.52
2025-10-27Watts Phillip R.Grant9$623.52
2025-10-27MUSGRAVE BRANTGrant7$623.52
2025-10-27Dillard William T. IIIGrant14$623.52
2025-10-27Mahaffy Denise DillardGrant9$623.52
2025-10-27DILLARD MIKEGrant23$623.52
2025-10-27DILLARD ALEXGrant14$623.52
2025-10-27DILLARD WILLIAM T IIGrant14$623.52
2025-10-16WATTS J C JRSell750$594.60
2025-09-29Lucie Denise AlexandraGrant9$622.50
2025-09-29Jazic AnnemarieGrant9$622.50
2025-09-29STOCKMAN JAMES DGrant13$622.50
2025-09-29LITCHFORD MIKEGrant10$622.50
2025-09-29BOLIN TOM WGrant12$622.50
2025-09-29Worley Dean L.Grant10$622.50
2025-09-29Johnson Chris B.Sell400$617.00
2025-09-29Johnson Chris B.Grant12$622.50
2025-09-29Watts Phillip R.Grant11$622.50
2025-09-29MUSGRAVE BRANTGrant9$622.50
2025-09-29Dillard William T. IIIGrant18$622.50
2025-09-29Mahaffy Denise DillardGrant12$622.50
2025-09-29MATHENY DRUEGrant13$622.50
2025-09-29DILLARD ALEXGrant18$622.50
2025-09-29DILLARD WILLIAM T IIGrant18$622.50
2025-09-19Johnson Chris B.Gift100
2025-09-17Worley Dean L.Gift200
2025-09-17Watts Phillip R.Gift500
2025-09-08DILLARD WILLIAM T IIGift81
2025-08-25Johnson Chris B.Grant11$533.45
2025-08-25Worley Dean L.Grant9$533.45
2025-08-25Watts Phillip R.Grant10$533.45
2025-08-25STOCKMAN JAMES DGrant12$533.45
2025-08-25MUSGRAVE BRANTGrant8$533.45
2025-08-25Mahaffy Denise DillardGrant11$533.45
2025-08-25Lucie Denise AlexandraGrant9$533.45
2025-08-25LITCHFORD MIKEGrant9$533.45
2025-08-25Jazic AnnemarieGrant9$533.45
2025-08-25Dillard William T. IIIGrant17$533.45
2025-08-25DILLARD WILLIAM T IIGrant17$533.45
2025-08-25DILLARD MIKEGrant12$533.45
2025-08-25DILLARD ALEXGrant17$533.45
2025-08-25MATHENY DRUEGrant12$533.45
2025-08-25BOLIN TOM WGrant12$533.45
2025-08-21MUSGRAVE BRANTGift10
2025-07-28Mahaffy Denise DillardGrant11$513.00
2025-07-28Worley Dean L.Grant10$513.00
2025-07-28Watts Phillip R.Grant10$513.00
2025-07-28STOCKMAN JAMES DGrant13$513.00
2025-07-28MUSGRAVE BRANTGrant9$513.00
2025-07-28Lucie Denise AlexandraGrant9$513.00
2025-07-28LITCHFORD MIKEGrant9$513.00
2025-07-28Johnson Chris B.Grant12$513.00
2025-07-28Jazic AnnemarieGrant9$513.00
2025-07-28Dillard William T. IIIGrant17$513.00
2025-07-28DILLARD MIKEGrant12$513.00
2025-07-28DILLARD ALEXGrant18$513.00
2025-07-28MATHENY DRUEGrant12$513.00
2025-07-28BOLIN TOM WGrant12$513.00
2025-07-28DILLARD WILLIAM T IIGrant18$513.00
2025-06-30DILLARD WILLIAM T IIGrant27$413.32
2025-06-30Jazic AnnemarieGrant14$413.32
2025-06-30Worley Dean L.Grant15$413.32
2025-06-30Watts Phillip R.Grant18$413.32
2025-06-30STOCKMAN JAMES DGrant20$413.32
2025-06-30MUSGRAVE BRANTGrant8$413.32
2025-06-30Mahaffy Denise DillardGrant17$413.32
2025-06-30Lucie Denise AlexandraGrant14$413.32
2025-06-30LITCHFORD MIKEGrant15$413.32
2025-06-30Johnson Chris B.Grant19$413.32
2025-06-30DILLARD WILLIAM T IIGrant27$413.32
2025-06-30Dillard William T. IIIGrant27$413.32
2025-06-30DILLARD MIKEGrant19$413.32
2025-06-30DILLARD ALEXGrant27$413.32
2025-06-30MATHENY DRUEGrant19$413.32
2025-06-30BOLIN TOM WGrant11$413.32
2025-06-30FREEMAN JAMES IGift60
2025-06-24DILLARD WILLIAM T IIGift5.0K
2025-06-24FREEMAN JAMES IGift250
2025-05-27Worley Dean L.Grant12$416.79
2025-05-27Watts Phillip R.Grant13$416.79
2025-05-27STOCKMAN JAMES DGrant16$416.79
2025-05-27Mahaffy Denise DillardGrant14$416.79
2025-05-27Lucie Denise AlexandraGrant11$416.79
2025-05-27LITCHFORD MIKEGrant10$416.79
2025-05-27Johnson Chris B.Grant14$416.79
2025-05-27Jazic AnnemarieGrant11$416.79
2025-05-27DILLARD WILLIAM T IIGrant22$416.79
2025-05-27Dillard William T. IIIGrant21$416.79
2025-05-27DILLARD MIKEGrant15$416.79
2025-05-27DILLARD ALEXGrant22$416.79
2025-05-27MATHENY DRUEGrant15$416.79
2025-05-17Connor William E IIGrant400$414.49
2025-05-17Holmes Rob CGrant400$414.49
2025-05-17FREEMAN JAMES IGrant400$414.49
2025-05-17Rutledge ReynieGrant400$414.49
2025-05-17CONNOR ROBERT CGrant400$414.49
2025-05-17WATTS J C JRGrant400$414.49
2025-05-17White NickGrant400$414.49
2025-05-17Hastings H. Lee IIIGrant400$414.49
2025-04-28Worley Dean L.Grant155$334.52
2025-04-28Watts Phillip R.Grant158$334.52
2025-04-28STOCKMAN JAMES DGrant48$334.52
2025-04-28Mahaffy Denise DillardGrant163$334.52
2025-04-28Lucie Denise AlexandraGrant96$334.52
2025-04-28Johnson Chris B.Grant159$334.52
2025-04-28Jazic AnnemarieGrant94$334.52
2025-04-28DILLARD WILLIAM T IIGrant926$334.52
2025-04-28DILLARD MIKEGrant304$334.52
2025-04-28Dillard William T. IIIGrant174$334.52
2025-04-28DILLARD ALEXGrant926$334.52
2025-04-28MATHENY DRUEGrant304$334.52
2025-03-19FREEMAN JAMES IGift200
2025-03-03WATTS J C JRSell800$395.00
2025-02-10MATHENY DRUEGrant2$469.18
2025-02-10DILLARD MIKEGrant2$469.18
2025-02-10DILLARD ALEXGrant3$469.18
2025-02-10DILLARD WILLIAM T IIGrant3$469.18
2025-01-31Johnson Chris B.Grant126$469.18
2025-01-31BOLIN TOM WGrant57$469.18
2025-01-31Lucie Denise AlexandraGrant75$469.18
2025-01-31Jazic AnnemarieGrant75$469.18
2025-01-31MUSGRAVE BRANTGrant58$469.18
2025-01-31Worley Dean L.Grant92$469.18
2025-01-31Watts Phillip R.Grant126$469.18
2025-01-31Dillard William T. IIIGrant135$469.18
2025-01-31STOCKMAN JAMES DGrant74$469.18
2025-01-31LITCHFORD MIKEGrant61$469.18
2025-01-31Mahaffy Denise DillardGrant129$469.18
2025-01-31DILLARD MIKEGrant188$469.18
2025-01-31DILLARD ALEXGrant424$469.18
2025-01-31DILLARD WILLIAM T IIGrant424$469.18
2025-01-31MATHENY DRUEGrant199$469.18
2025-01-14BOLIN TOM WSell300$433.45
2025-01-06MUSGRAVE BRANTGrant17$444.77
2025-01-06BOLIN TOM WGrant71$444.77

All non-derivative Form 4 activity (SEC), newest first.

Supply chain

Named in the 10-K; linked when we track them.

Notable events (8-K)

DateItems
2026-06-04Acquisition/disposition3.02Exhibitsfiling ↗
2026-06-01Shareholder votefiling ↗
2026-05-14ResultsExhibitsfiling ↗
2026-03-20Material agreement3.02Exhibitsfiling ↗
2026-02-24ResultsExhibitsfiling ↗
2025-11-13ResultsExhibitsfiling ↗
2025-08-203.035.03Shareholder voteExhibitsfiling ↗
2025-08-14ResultsExhibitsfiling ↗

Recent filings

FormFiledPeriodAccession
10-Q2026-06-052026-05-020000028917-26-000019 ↗
8-K2026-06-042026-06-040001104659-26-070529 ↗
8-K2026-06-012026-05-280000028917-26-000015 ↗
8-K2026-05-142026-05-140000028917-26-000009 ↗
10-K2026-03-272026-01-310000028917-26-000006 ↗
8-K2026-03-202026-03-200001104659-26-032749 ↗
8-K2026-02-242026-02-240000028917-26-000002 ↗
10-Q2025-12-052025-11-010000028917-25-000032 ↗
8-K2025-11-132025-11-130000028917-25-000029 ↗
10-Q2025-09-052025-08-020000028917-25-000025 ↗
8-K2025-08-202025-08-190001104659-25-080914 ↗
8-K2025-08-142025-08-140001558370-25-011572 ↗