Every 8-K that Dillards Inc (DDS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow DDS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full DDS filings page.
Dillard’s, Inc. reported higher profitability for the 13 and 26 weeks ended August 1, 2026. For the second quarter, net income was $97.7 million, or $6.25 per share, up from $72.8 million, or $4.66 per share, a year earlier. Results include $37.2 million in International Emergency Economic Powers Act (IEEPA) tariff refunds ($28.4 million after tax, or $1.82 per share), which the company does not expect to recur at a significant level.
Second-quarter net sales were $1.508 billion, essentially flat year over year, while total retail sales rose 1% and comparable-store sales also increased 1%. Consolidated gross margin improved to 39.7% of sales, with retail gross margin at 40.9%, supported by the tariff refunds. Operating expenses rose to $443.6 million, mainly from higher payroll.
For the first 26 weeks, Dillard’s generated net income of $348.2 million, or $22.30 per share, versus $236.7 million, or $15.08 per share, in the prior-year period. Net sales for the half-year were $3.076 billion, with total retail sales up 2% and comparable-store sales also up 2%. The company ended the quarter operating 272 stores plus its online channel, and held substantial liquidity with over $1.2 billion in cash and short-term investments, after paying off $96 million of debt.
Dillard’s, Inc. completed its merger with W.D. Company, Inc., a family holding company that owned Dillard’s shares, simplifying the company’s ownership structure. WDC previously held 41,496 shares of Class A and 3,985,776 shares of Class B common stock.
At closing, WDC shareholders received an aggregate of 41,494 Class A shares, 3,985,758 Class B shares and $85,652.51 in cash, allocated pro rata based on their WDC holdings. The Dillard’s shares held by WDC became treasury stock and were then cancelled and returned to authorized but unissued status, leaving existing Dillard’s shareholders with no dilution. The stock issued in the merger was exempt from registration under Section 4(a)(2) and Rule 506 of Regulation D.
Dillard’s, Inc. reported the results of its annual stockholder meeting held in Little Rock, Arkansas. Stockholders approved the Agreement and Plan of Merger among the company, W.D. Company, Inc. and Alex Dillard as shareholder representative, along with the merger and related transactions.
They also approved, for New York Stock Exchange compliance purposes, the issuance of up to 41,496 shares of Class A common stock and up to 3,985,776 shares of Class B common stock in connection with the merger. All Class A and Class B director nominees were elected, KPMG LLP was ratified as independent registered public accounting firm for 2026, and stockholders gave advisory approval to the compensation of named executive officers.
Dillard’s, Inc. reported a strong first quarter for the 13 weeks ended May 2, 2026, combining modest sales growth with a large one-time legal gain. Net income rose to $250.6 million, or $16.04 per share, from $163.8 million, or $10.39 per share, a year earlier.
Net sales increased to $1.568 billion from $1.529 billion, while total retail sales grew 3% and comparable-store sales also increased 3%. Consolidated gross margin improved to 44.5% of sales from 43.9%, and retail gross margin edged up to 45.8% from 45.5%.
Results included a pre-tax gain of $104.1 million (about $79.6 million after tax, or $5.10 per share) from a favorable settlement of a long-standing payment card interchange fee lawsuit, which significantly boosted profit. Operating expenses rose to $444.0 million, or 28.3% of sales, mainly from higher payroll costs.
Cash from operations increased to $364.0 million from $232.6 million, and cash and cash equivalents reached $1,157.7 million versus $900.5 million a year earlier. Dillard’s opened a new 160,000-square-foot store in Beavercreek, Ohio and now operates 272 stores plus its online business. The company also provided 2026 estimates for depreciation, rentals, net interest and capital expenditures.
Dillard’s, Inc. has signed a Merger Agreement to acquire W.D. Company, Inc. (WDC), a family holding company that owns Dillard’s stock for the Dillard family. WDC will merge into Dillard’s, and Dillard’s will be the surviving company.
At closing, WDC shareholders will receive their pro rata share of up to 41,496 shares of Dillard’s Class A common stock and up to 3,985,776 shares of Dillard’s Class B common stock, plus WDC’s cash and a small portfolio of other securities in cash value. The Dillard’s shares currently held by WDC will become treasury stock and then be cancelled, so overall ownership percentages for WDC shareholders remain the same or slightly lower, and existing Dillard’s shareholders will experience no dilution.
Completion of the merger requires approval from both Dillard’s and WDC shareholders, certain regulatory clearances, and limits on dissenting shares at both companies. Dillard’s plans to seek the required shareholder approval at its 2026 annual meeting scheduled for May 28, 2026, and the merger may terminate if not completed by August 1, 2026.
Dillard’s, Inc. reported steady but slightly lower results for the 52 weeks ended January 31, 2026. Net income was $570.2 million, or $36.42 per share, compared with $593.5 million, or $36.82 per share, a year earlier. Net sales were essentially flat at $6.474 billion versus $6.483 billion, while total retail sales inched up to $6.232 billion and comparable store sales were unchanged.
Retail gross margin remained strong at 40.8% of sales versus 41.0%, and operating cash flow was robust at $717.0 million. Fourth quarter net income was $203.7 million, or $13.05 per share, down modestly from $214.4 million, or $13.48 per share, on a 1% decline in total retail sales and comparable sales, which the company links partly to a January winter storm. Dillard’s highlighted paying the largest dividend in its history, repurchasing $107.8 million of stock (about 300,000 shares), and ending the year with roughly $1.1 billion in cash and short-term investments.
Dillard’s, Inc. filed a current report to note that it has released its latest operating results. On November 13, 2025, the company issued a press release announcing financial results for the 13- and 39-week periods ended November 1, 2025, and furnished that release as an exhibit to this report. The filing is primarily procedural, directing investors to the accompanying press release for detailed revenue and profit figures.
Dillard's, Inc. has agreed to reincorporate from Delaware to Texas so the company will continue as a Texas corporation named "Dillard's, Inc." The move will not change the company's headquarters, management, offices, properties, employees, obligations, assets or net worth except for costs related to the reincorporation.
Each outstanding Class A and Class B share of the Delaware corporation will automatically convert 1-for-1 into the corresponding Texas corporation shares and stockholders will not need to exchange certificates. Trading will continue uninterrupted on the New York Stock Exchange under the symbol DDS. The Delaware references to 5% Cumulative Preferred Stock will be eliminated and those designated shares will be cancelled and not available for reissuance. Existing employment and benefit plans will continue under the Texas corporation on the same terms.