Macy's, Inc.

Macy's, Inc.

MยทNYSE

$21.80

+0.55%
Consumer CyclicalDepartment Stores

Macy's, Inc., an omni-channel retail organization, operates stores, Websites, and mobile applications. The company sells a range of merchandise, such as apparel and accessories for men, women, and children; cosmetics; home furnishings; and other consumer goods. As of January 29, 2022, it operated 725 department stores in the District of Columbia, Puerto Rico, and Guam under the Macy's, Macy's Backstage, Market by Macy's, Bloomingdale's, Bloomingdale's The Outlet, Bloomies, and bluemercury brands. It also operates in Dubai, the United Arab Emirates, and Al Zahra, Kuwait under the license agreements. The company also operates as a beauty products and spa retailer. The company was formerly known as Federated Department Stores, Inc. and changed its name to Macy's, Inc. in June 2007. Macy's, Inc. was founded in 1830 and is based in New York, New York.

At a Glance

Live Snapshot
Market Cap$5.75B
EPS2.3700
P/E Ratio9.20
Earnings Date06/03/2026
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Macy's, Inc. Street Expectations Map

M ยท NYSE

Wall Street analysts project that M stock may decline over the coming 12 months. The consensus 1-year price target stands at 18.50, with estimates ranging from a low of 9.00 to a high of 22.00.

Lowest Target
9.00
-58.72%
Consensus Target
18.50
-15.14%
Highest Target
22.00
0.92%

The consensus 1-year price target stands at 18.50, with estimates ranging from a low of 9.00 to a high of 22.00.

Analyst Consensus Analysis

Upside Potential

-15.1%

Significant downside risk. Stock trading well above analyst consensus suggests elevated valuation concerns and potential correction.

Analyst Agreement

70.3% spread

High uncertainty. Very wide target spread indicates significant disagreement among analystsโ€”major valuation uncertainty or transformation underway.

Risk-Reward Profile

0.02x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

High uncertainty: Wide dispersion indicates analysts struggle to agree on valuationโ€”proceed with caution and independent analysis.

Market Sentiment Insight

Extreme uncertainty: Massive dispersion in price targets reflects fundamental disagreement on business trajectory. This could signal transformation, disruption, or complex valuationโ€”requires deep sector expertise and contrarian mindset.

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Macy's, Inc. Forward Estimates of Revenue

M ยท NYSE
Latest Revenue
22.62B
FY 2025
Avg Estimate
21.63B
FY 2026
Estimate Range
21.53B - 21.75B
Analyst Spread

Forward Growth Analysis

Projected Growth-4.4%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Macy's, Inc. Forward Estimates of Net Income

M ยท NYSE
Latest Net Income
642.00M
FY 2025
Avg Estimate
610.51M
FY 2026
Estimate Range
591.35M - 629.68M
Analyst Spread

Forward Growth Analysis

Projected Growth-4.9%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Macy's, Inc. Forward Estimates of EPS

M ยท NYSE
Latest EPS
2.37
FY 2025
Avg Estimate
$2.19
FY 2026
Estimate Range
$2.14 - $2.28
Analyst Spread

Forward Growth Analysis

Projected Growth-7.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage6 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread6%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Macy's, Inc. Forward Estimates of EBIT

M ยท NYSE
Latest EBIT
1.03B
FY 2025
Avg Estimate
1.03B
FY 2026
Estimate Range
1.03B - 1.04B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.5%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Macy's, Inc. Forward Estimates of EBITDA

M ยท NYSE
Latest EBITDA
1.92B
FY 2025
Avg Estimate
1.83B
FY 2026
Estimate Range
1.82B - 1.84B
Analyst Spread

Forward Growth Analysis

Projected Growth-5.0%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Macy's, Inc. Forward Estimates of SG&A Expense

M ยท NYSE
Latest SG&A Expense
8.24B
FY 2025
Avg Estimate
7.49B
FY 2026
Estimate Range
7.45B - 7.53B
Analyst Spread

Forward Growth Analysis

Projected Growth-9.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage5 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Macy's, Inc. Insider Positioning

M ยท NYSE

During the last 12 months, insiders have sold $10.60M worth of M shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

204.7K

3.67M

Net Activity

-3.7M

-$3.67M

3-6 Months

Bought

0

0.00

Sold

98.5K

2.33M

Net Activity

-2.3M

-$2.33M

6-9 Months

Bought

0

0.00

Sold

162.8K

2.87M

Net Activity

-2.9M

-$2.87M

9-12 Months

Bought

0

0.00

Sold

100.0K

1.73M

Net Activity

-1.7M

-$1.73M

Top Buyers

No buying activity

Top Sellers

1
KDL

Kirgan Danielle L.

Officer: Evp, Chief Hr Officer

375.2K sharesโ€ข9 transactions

$7.14M

2
SA

Spring Antony

Director, Officer: Chairman & Ceo

136.6K sharesโ€ข5 transactions

$2.45M

3
BO

Bron Olivier

Officer: Ceo, Bloomingdale'S

28.5K sharesโ€ข4 transactions

$568K

4
GP

Griscom Paul

Officer: Svp And Controller

17.8K sharesโ€ข6 transactions

$311K

5
PTM

Preston Tracy M

Officer: Evp, Clo & Corporate Secretary

8.0K sharesโ€ข2 transactions

$143K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $10.60M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$3.67M

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.