MAC - NYSE
The Macerich Company
$22.83
+2.3%Macerich is a fully integrated, self-managed and self-administered real estate investment trust, which focuses on the acquisition, leasing, management, development and redevelopment of regional malls throughout the United States. Macerich currently owns 51 million square feet of real estate consisting primarily of interests in 47 regional shopping centers. Macerich specializes in successful retail properties in many of the country's most attractive, densely populated markets with significant presence in the West Coast, Arizona, Chicago and the Metro New York to Washington, DC corridor. A recognized leader in sustainability, Macerich has achieved the #1 GRESB ranking in the North American Retail Sector for five straight years (2015 - 2019).
At a Glance
Live SnapshotThe Macerich Company Street Expectations Map
Wall Street analysts project that MAC stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 22.44, with estimates ranging from a low of 19.00 to a high of 27.00.
The consensus 1-year price target stands at 22.44, with estimates ranging from a low of 19.00 to a high of 27.00.
Analyst Consensus Analysis
Upside Potential
Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.
Analyst Agreement
Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.
Risk-Reward Profile
Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.
Analyst Conviction
Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.
Market Sentiment Insight
Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.
The Macerich Company Forward Estimates of Revenue
Forward Growth Analysis
Declining expectations indicate headwinds—investigate whether temporary or structural issues.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Mixed signals—some positive indicators offset by concerns about growth or uncertainty.
The Macerich Company Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
The Macerich Company Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Narrow estimate range signals strong analyst consensus and predictable business outlook.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
The Macerich Company Forward Estimates of EBIT
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.
The Macerich Company Forward Estimates of EBITDA
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
The Macerich Company Forward Estimates of SG&A Expense
Forward Growth Analysis
Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.
Moderate coverage—sufficient for guidance but may lack depth of large-cap analysis.
Reasonable estimate spread indicates general agreement with normal forecast variance.
Generally favorable outlook with reasonable growth prospects and analyst support.
The Macerich Company Insider Positioning
During the last 12 months, insiders have sold $266K worth of MAC shares, with no buying activity reported.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
0
0.00
+0
+$0
6-9 Months
0
0.00
6.0K
102.78K
-103K
-$103K
9-12 Months
0
0.00
9.5K
163.07K
-163K
-$163K
Top Buyers
No buying activity
Top Sellers
Zecchini Christopher J
Officer: Chief Accounting Officer
$163K
Lowenthal Marianne
Director
$103K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $266K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Insider Participation
2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Related Guides
Continue your MAC research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.