Just noticed something interesting in the Dillard's filings from earlier this year. Drue Matheny, who's an executive VP over there, dropped about 93k on company stock back in February. He picked up 199 shares, which is a solid vote of confidence if you ask me.

What caught my eye is that Drue Matheny's move came when the stock was already trading pretty strong. You don't usually see execs buying in size unless they think there's more upside coming. The shares were sitting around $458 at the time, and Drue Matheny's purchase happened right in the middle of their earnings cycle.

Dillard's itself is interesting - they're primarily a fashion and home goods retailer, but they also run a construction company that handles their store builds and renovations. From what I can see, the company's sitting on some decent valuations. Their P/E is below average at 11.9, and they're not overleveraged with a debt-to-equity ratio of just 0.28. EPS is solid too at 7.73.

Revenue's been a bit choppy though - they saw a decline around October 2024. But that insider buy from Drue Matheny suggests management might see a turnaround coming. Worth keeping an eye on if you're into retail plays with actual insider conviction behind them.