Dillard's, Inc. insider Drue Matheny, a director and Executive Vice President, reported a Form 4 transaction dated 12/17/2025. The filing shows a disposition coded "G" of 3,000 shares of Class A common stock at a stated price of $0, which typically indicates a gift or similar transfer under SEC coding.
After this transaction, Matheny directly beneficially owned 400,962 Class A shares through a retirement plan and 36,648 Class A shares directly. Indirect holdings included 7,300 Class A shares held as trustee of GST Trust and 2,521 Class A shares owned by a spouse, as described in the footnotes.
Dillard’s, Inc. reported slightly higher quarterly results while strengthening its balance sheet. For the quarter ended November 1, 2025, net sales rose to $1.47 billion from $1.43 billion, with comparable retail store sales up 3% after a 4% decline a year earlier. Net income increased to $129.8 million or $8.31 per share from $124.6 million or $7.73 per share, helped by higher retail gross margin of 45.3% and total gross margin of 43.4%.
SG&A grew faster than sales, rising to 30.0% of net sales, mainly from higher payroll costs. For the nine months, cash provided by operations improved to $505.9 million, boosting cash and cash equivalents to $1.15 billion and supporting working capital of $1.72 billion. Total debt stood at $521.6 million, and the company had an $800 million revolving credit facility with $774.7 million of availability.
After quarter‑end, the board declared a $30.00 per share special dividend, payable January 5, 2026 to stockholders of record on December 12, 2025. Dillard’s also continues its share repurchase program, having bought back 0.3 million Class A shares for $107.8 million year‑to‑date, with $165.2 million of authorization remaining.
Dillard's, Inc. officer reports share gift
A corporate vice president of stores at Dillard's, Inc. reported a transaction in the company’s Class A common stock. On 12/01/2025, the insider disposed of 375 shares of Common Class A in a transaction coded "G," which indicates a gift, at a reported price of $0 per share. After this transaction, the insider directly held 3,270 shares of Common Class A. The filing also shows beneficial ownership of 8,461 shares of Common Class A through a retirement plan. The report is filed on Form 4 by a single reporting person who is an officer of Dillard's.
Dillard's, Inc. (DDS) reported an insider stock purchase by a company officer. A vice president acquired 11 shares of Dillard's Class A common stock on 11/24/2025 at a price of $614.41 per share. After this transaction, the officer directly beneficially owns 35,289 shares of Class A common stock. The filing also lists 21,093 shares of Class A common stock held in a retirement plan, reported as directly owned. No derivative securities transactions were reported in this filing, and the form was filed for a single reporting person.
Dillard's, Inc. (DDS) corporate vice president of stores reported a small open-market stock purchase. On 11/24/2025, the insider acquired 7 shares of Dillard's Common Class A stock at $614.41 per share. Following this transaction, the insider directly owns 3,645 Common Class A shares and holds an additional 8,461 Common Class A shares through a retirement plan.
Dillard's, Inc. (DDS) insider Denise Dillard Mahaffy, a director and Senior Vice President, reported a small open-market purchase of company stock. On 11/24/2025, she acquired 9 shares of Dillard's Class A common stock at a price of $614.41 per share.
Following this transaction, she beneficially owns 163,514 Class A shares directly. She is also listed as trustee of the GST Trust, which holds an additional 7,300 shares reported as indirectly owned. The filing is a routine Form 4 disclosing insider activity and confirms her status as both a director and senior executive at the company.
Dillard's, Inc. (DDS) reported an insider stock purchase by its Vice President, General Counsel and Secretary on a Form 4. On 11/24/2025, the officer acquired 8 shares of Dillard's Class A common stock at a price of $614.41 per share. Following this transaction, the officer directly beneficially owned 6,418 shares of Class A common stock, and also held 3,485 shares of Class A common stock in a retirement plan.
Dillard's, Inc. (DDS) reported an insider share transaction by its Senior Vice President. On 11/24/2025, the executive acquired 9 shares of Common Class A stock at a price of $614.41 per share. After this transaction, the executive directly owns 8,923 Common Class A shares. In addition, 10,322 Common Class A shares are held in a retirement plan, which is also reported as beneficially owned. The filing is made on behalf of one reporting person and includes the standard Rule 10b5-1(c) plan checkbox language, though it is not marked in this excerpt.
Dillard's, Inc. (DDS) vice president Denise Alexandra Lucie reported buying 8 shares of Common Class A on 11/24/2025 at $614.41 per share.
After this transaction she directly owned 37,038 shares, held 5,068 shares in a retirement plan, and indirectly held 38,423 shares as trustee of trust accounts and 13,389 shares as grantor for children's trust accounts.
Dillard's, Inc. (DDS) reported an insider stock purchase by a company officer. A vice president acquired 8 shares of Class A common stock on 11/24/2025 at a price of $614.41 per share. Following this transaction, the officer directly held 3,203 shares of Dillard's Class A common stock.