Dillard's Receives 'Reduce' Rating from Brokerages

Analysts cut price targets amid concerns over the department store chain's performance.

Published on Mar. 9, 2026

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Dillard's, Inc. (NYSE:DDS) has received an average 'Reduce' rating from five research firms covering the company, according to Marketbeat.com. Two analysts have issued sell recommendations, while three have given hold ratings. The average 12-month price target among analysts is $519.67, down significantly from previous levels.

Why it matters

Dillard's has faced challenges in recent years as consumer shopping habits have shifted towards e-commerce. The 'Reduce' rating and lower price targets suggest analysts see further downside potential for the department store chain, reflecting broader concerns about its ability to adapt to a changing retail landscape.

The details

Several analysts have recently adjusted their views on Dillard's stock. UBS Group increased its price target to $460, but maintained a 'sell' rating. JPMorgan Chase & Co. cut its target from $524 to $449 and kept an 'underweight' rating. Weiss Ratings reissued a 'hold (c)' rating, while Zacks Research downgraded the stock from 'strong-buy' to 'hold'.

  • Dillard's last reported earnings on February 24, 2026.
  • The company will pay a $0.30 quarterly dividend on May 4, 2026 to shareholders of record as of March 31, 2026.

The players

Dillard's, Inc.

A U.S.-based department store chain founded in 1938 and headquartered in Little Rock, Arkansas. Dillard's operates approximately 280 stores across 29 states, offering apparel, accessories, cosmetics, footwear, and home furnishings.

UBS Group

A global financial services firm that has issued a 'sell' rating on Dillard's stock with a $460 price target.

JPMorgan Chase & Co.

A multinational investment bank that has cut its price target for Dillard's from $524 to $449 and maintained an 'underweight' rating.

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What they’re saying

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— Robert Jenkins, San Francisco resident (San Francisco Chronicle)

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee (Instagram)

What’s next

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The takeaway

This case highlights growing concerns in the community about repeat offenders released on bail, raising questions about bail reform, public safety on SF streets, and if any special laws to govern autonomous vehicles in residential and commercial areas.