Macy's Inc (M) Stock Up 5.0% but GF Value Says Overvalued -- GF Score: 73/100
Macy's Inc (M) shares saw a 5.0% increase, reaching $20.00, but GuruFocus's GF Value™ indicates the stock is 31.6% overvalued with a GF Value™ of $15.20. Despite a GF Score™ of 73/100 suggesting above-average long-term potential, insider selling of $2.9M and a low growth rank of 3/10 raise concerns. Investors are advised to exercise caution due to the current overvaluation and lack of insider confidence.
Berkshire Stake Triggers Fresh Optimism For Macy's
Macy's stock is experiencing renewed optimism following a disclosure that Berkshire Hathaway has opened a new stake in the company, valued at approximately $55 million. This investment, though small by Berkshire's standards, is seen by traders as a signal of potential upside, especially given recent portfolio reshuffling by Berkshire under Greg Abel's leadership. Despite mixed technical signals, the company's valuation and quality metrics are compelling, with the stock currently at a critical decision zone near its longer-term trend gauges.
Bluemercury Expands Access to Professional-Grade & Luxury Beauty with HSA/FSA Offering via Flex Partnership
Bluemercury has partnered with Flex to allow customers to use HSA/FSA funds for eligible beauty products online, including professional-grade skincare, SPF, and medical devices. This initiative makes 75% of their skincare and 35% of their total product assortment HSA/FSA eligible, streamlining the purchasing process for wellness-focused consumers. The integration aims to simplify the use of pre-tax healthcare dollars for dermatologist-recommended and luxury beauty items.
Macy's (NYSE: M) investors approve equity plan, pay and elect full board
Macy's, Inc. shareholders approved all management proposals at their virtual annual meeting on May 15, 2026. Key approvals included the election of 10 directors, ratification of KPMG LLP as the independent auditor, and advisory approval of named executive officer compensation. Additionally, shareholders approved an amendment and restatement of the Macy’s, Inc. 2024 Equity and Incentive Compensation Plan.
Macy’s, Inc. to Report First Quarter 2026 Results on June 3, 2026
Macy's, Inc. announced it will report its first quarter 2026 sales and earnings results on Wednesday, June 3. The company will host a call and webcast for financial analysts and investors at 8:00 a.m. ET, led by Chairman and CEO Tony Spring and COO and CFO Tom Edwards. The general public and media can access the webcast via the company's website.
Press Release: Macy's, Inc. to Report First Quarter 2026 Results on June 3, 2026
Macy's, Inc. (NYSE: M) announced it will release its first-quarter 2026 financial results on Tuesday, June 3, 2026. The company will conduct a conference call and webcast to discuss these results at 8:00 a.m. ET on the same day. Interested parties can access the webcast and related materials through Macy's investor relations website.
Why Berkshire’s $55M Macy’s Bet Matters
Macy's stock surged over 5% after Berkshire Hathaway's Q1 2026 13F filing revealed a new $55 million position in the company, representing about a 1% ownership stake. This investment signals institutional validation for Macy's, which despite a compressed P/E multiple, demonstrates robust cash flow, strong liquidity, and active real estate monetization as it executes its "A Bold New Chapter" turnaround strategy. The market is now closely watching Macy's Q1 2026 earnings report on June 3, 2026, to see if its luxury pivot can stabilize operating income and justify an expanding valuation.
Macy’s, Inc. to Report First Quarter 2026 Results on June 3, 2026
Macy's, Inc. announced that it will report its first-quarter 2026 sales and earnings on Wednesday, June 3, 2026. The company will host a call and webcast for financial analysts and investors at 8:00 a.m. ET, featuring chairman and CEO Tony Spring and COO and CFO Tom Edwards. The webcast will be accessible via Macy's, Inc.'s website, with a replay available for approximately two hours post-call.
Macy’s, Inc. to Report First Quarter 2026 Results on June 3, 2026
Macy's, Inc. announced it will release its first quarter 2026 sales and earnings results on Wednesday, June 3, followed by a call and webcast for financial analysts and investors at 8:00 a.m. ET. The event will feature Chairman and CEO Tony Spring and COO and CFO Tom Edwards. The general public and media can access the live webcast via the company's website.
Macy's, Inc. (NYSE:M) Receives Average Rating of "Reduce" from Analysts
Macy's, Inc. has received a consensus "Reduce" rating from analysts, with a target price of $18.90. Despite better-than-expected quarterly results, including an EPS of $1.67 and revenue of $7.92 billion, the revenue declined 1.7% year-over-year. The company increased its quarterly dividend to $0.1915 per share, but recent insider sales by the CEO and EVP were noted.
Berkshire Pushes Macy’s, Inc. Stock—What’s Next for Traders Before Monday
Macy's shares received a boost following Berkshire Hathaway's disclosure of a new stake in the department store, outlined in a recent 13F filing. Despite this, Macy's stock had a challenging week, dropping 5.5% with an overall soft market outlook. The company is working on strategy changes, including focusing on better stores and its luxury brands, but faces ongoing macro pressures and cautious guidance for fiscal 2026, making Monday’s trading crucial for determining if the Berkshire news can drive sustained recovery.
Macy’s, Inc. Board of Directors Declares Quarterly Dividend
Macy's, Inc. (NYSE: M) announced that its Board of Directors has declared a regular quarterly dividend of 19.15 cents per share on the company's common stock. This dividend is payable on July 1, 2026, to shareholders of record as of the close of business on June 15, 2026.
Press Release: Macy's, Inc. Board of Directors Declares Quarterly Dividend
Macy's, Inc. announced that its Board of Directors has declared a regular quarterly dividend of $0.17 per share. This dividend is payable on July 1, 202X, to shareholders of record as of June 15, 202X. The declaration underscores the company's commitment to returning value to its shareholders.
Macy’s declares quarterly dividend of 19.15 cents per share
Macy's, Inc. announced a regular quarterly dividend of 19.15 cents per share, payable on July 1, 2026, to shareholders of record as of June 15, 2026. This decision follows a strong fourth-quarter earnings report where the company surpassed analyst expectations for both earnings per share and sales. However, analysts have provided mixed responses regarding future price targets, citing concerns about market share, margins, and macroeconomic uncertainties.
Macy’s locks in July 1 cash payout at 19.15 cents a share
Macy's, Inc. announced a regular quarterly dividend of 19.15 cents per share for its common stock, payable on July 1, 2026. Shareholders of record by the close of business on June 15, 2026, will be eligible to receive this dividend. The company, known for its Macy's, Bloomingdale's, and Bluemercury brands, continues to provide a seamless shopping experience for its customers.
Celebrations Start 50 Days from the 50th Macy’s 4th of July Fireworks®
Macy's is celebrating the 50th anniversary of its 4th of July Fireworks by expanding the display to include the Brooklyn Bridge, lower East River, and lower Hudson River, connecting more communities. This milestone event coincides with the nation's 250th birthday and is part of Macy's "Celebrations Start at Macy’s" initiative, which also includes a "Golden Confetti" sweepstakes with a grand prize of a $100,000 shopping spree. The show will be broadcast on NBC, Peacock, and Telemundo, bringing the patriotic spectacle to millions nationwide.
Macy’s, Inc. Board of Directors Declares Quarterly Dividend
Macy's, Inc. (NYSE: M) board of directors has declared a regular quarterly dividend of 19.15 cents per share. This dividend will be payable on July 1, 2026, to shareholders of record as of June 15, 2026. Macy’s, Inc. is known for its iconic brands including Macy’s, Bloomingdale’s, and Bluemercury.
Signet Jewelers adds former Macy’s CEO to its board
Signet Jewelers, the world's largest retailer of diamond jewelry, has appointed former Macy’s CEO Jeffrey Gennette to its board of directors. The article, published on May 8, 2026, highlights this significant addition to Signet's leadership.
Signet Jewelers appoints former Macy’s CEO to board
Signet Jewelers has appointed Jeffrey Gennette, former CEO of Macy's, to its Board of Directors, effective immediately. Gennette brings over 40 years of retail experience and will serve on the Human Capital Management and Compensation Committee and the Finance Committee. This appointment expands the board to 12 directors, which will reduce to 11 after Nancy Reardon's departure at the upcoming Annual General Meeting.
Closing down sales reach 80% as Macy’s pulls the plug on 8 more stores
Macy's is continuing with its plan to close 14 stores in early 2026, with eight additional locations yet to shut down. These closures are part of Macy's "Bold New Chapter" strategy to shut down 150 underperforming stores and focus on better-performing stores and online experiences. Shoppers can find liquidation sales with discounts up to 80% at these closing stores.
Macy’s and Molly Rogers Celebrate the Spirit of NYC in New On 34th Collaboration
Macy's has announced a new collaboration for its On 34th brand with Emmy Award–winning costume designer Molly Rogers. The collection is inspired by Rogers' iconic work dressing New York City characters in film and television, featuring unexpected prints, layered scarves, and color blocking. It aims to capture the cinematic spirit of NYC and is available online, in select Macy's stores, and through the Macy's app, with prices ranging from $19.50 to $139.50.
Comerica Bank Purchases 100,925 Shares of Macy's, Inc. $M
Comerica Bank significantly increased its stake in Macy's, Inc. by 136.9% in Q4, acquiring 100,925 shares to hold a total of 174,664 shares valued at $3.85 million. Despite this institutional accumulation, company insiders like CEO Antony Spring and EVP Tracy Preston sold a total of 94,967 shares, primarily due to tax withholding from equity vesting. Analysts maintain a "Reduce" consensus rating with a target price of $18.90, even though Macy's recently surpassed EPS estimates and raised its quarterly dividend.
Artemis Investment Management LLP Makes New Investment in Macy's, Inc. $M
Artemis Investment Management LLP acquired a new stake of 124,794 shares in Macy's, Inc. during Q4, valued at approximately $2.75 million. Institutional investors now hold about 87.36% of the company, while insiders, including CEO Antony Spring and Olivier Bron, sold a combined 94,967 shares, reducing insider ownership to 1.05%. Despite beating quarterly EPS estimates and raising its dividend, Macy's maintains an average "Reduce" rating from analysts with an average price target of $18.90.
Mitsubishi UFJ Trust & Banking Corp Sells 133,316 Shares of Macy's, Inc. $M
Mitsubishi UFJ Trust & Banking Corp significantly reduced its stake in Macy's, Inc. by 17.6% in the fourth quarter, selling 133,316 shares and holding 0.24% of the company's stock worth $13.805 million. Despite institutional selling, Macy's reported strong earnings, exceeding analyst estimates, and increased its quarterly dividend. The article also notes recent insider sales by Macy's executives to cover tax obligations.
Vanguard holds 13.4M Macy's shares (NYSE: M) in Schedule 13G filing
Vanguard Capital Management has reported a 5.07% beneficial ownership in Macy's Inc., totaling 13,387,949 shares, through a Schedule 13G filing. This indicates a passive investment intent, with Vanguard exercising sole voting power over 2,015,026 shares and sole dispositive power over all 13,387,949 shares. The filing references affiliated Vanguard entities and was signed on April 30, 2026, reporting ownership as of March 31, 2026.
Macy’s at Pittsburgh Mills now closed
The Macy's at Pittsburgh Mills mall in Frazer has officially closed its doors, following an announcement in January that the New York City-based company planned to shutter 150 locations this year. Shoppers will now have to travel at least 30 minutes to other malls or shop online. The 12-acre property was bought by mall owner Namdar Realty Group for $2 million in January, as the mall continues to face issues with vacant spaces and ongoing legal challenges regarding public nuisance fines.
Vanguard reports 13.79M Macy's shares (NYSE: M) as 5.22% stake
Vanguard Portfolio Management has reported a 5.22% stake in Macy's Inc. (NYSE: M), beneficially owning 13,785,524 shares as of March 31, 2026. This information comes from a Schedule 13G filing, which indicates that Vanguard holds sole dispositive power over all these shares but only sole voting power over 149,634 shares. The holdings are for Vanguard funds and managed accounts, and no other single entity holds more than 5% of the class.
Universal Beteiligungs und Servicegesellschaft mbH Acquires 163,674 Shares of Macy's, Inc. $M
Universal Beteiligungs und Servicegesellschaft mbH significantly increased its stake in Macy's, Inc. by 99.7% in Q4 2025, purchasing 163,674 shares to now own 327,827 shares valued at approximately $7.23 million. This increase occurred despite some insider selling by Macy's executives, primarily to cover tax obligations on vested awards. Macy's also reported strong Q4 earnings, beating estimates, and raised its quarterly dividend.
Macy's, Inc. to Participate in 2025 Global Consumer & Retail Conference
Macy's, Inc. announced its participation in the 2025 Global Consumer & Retail Conference. The announcement was delivered by Quantisnow, a market data and news platform that aggregates information for retail investors. The article also lists recent analyst ratings and related insider transaction filings for Macy's.
NC mall losing Macy's and Saks Fifth Avenue at Triangle Town Center in Raleigh; what's future of the shopping spot
Triangle Town Center in Raleigh, North Carolina, is set to lose major anchor stores Macy's and Saks Fifth Avenue, with Macy's closing on Sunday. This poses questions about the mall's future, as some shoppers are also deterred by a recent shooting incident. While the parent company sees vacancies as opportunities for repurposing, local tourism officials note a consumer shift towards mixed-use developments, although Crabtree Valley Mall remains an exception to this trend.
HomeGoods, Macy’s and others commit to mohair ban
HomeGoods, Macy’s, and other retailers have announced a ban on mohair products, influenced by a PETA video expose uncovering animal cruelty in mohair operations. This aligns them with several other major brands that had previously banned mohair. PETA is now urging H&M to reinstate its mohair ban.
Macy’s (M) Proxy filing Summary
Macy's (M) has released its proxy filing summary, detailing the agenda for its annual meeting on May 15, 2026. Shareholders will vote on the election of ten directors, ratification of the accounting firm, an advisory vote on executive compensation, and an amendment to the 2024 Equity and Incentive Compensation Plan. The board recommends approval for all proposed matters.
A New Era for Online Shopping: How Macy’s Built the ‘Ask Macy’s’ AI Agent in 4 Weeks With Gemini Enterprise for Customer Experience
Macy's launched "Ask Macy's," an AI-powered shopping concierge developed in just four weeks using Gemini Enterprise for Customer Experience. This multimodal agent enhances the online shopping experience by offering personalized recommendations and a virtual try-on feature, addressing the challenge of overwhelming online choices. Early data indicates that users of "Ask Macy's" show significantly higher revenue per visit, demonstrating its potential to boost engagement and sales.
Macy's Inc stock (US55616P1049): Why Google Discover changes matter more now for retail stock tracking
Google's 2026 Discover Core Update is significantly altering how users receive stock information, prioritizing visual and fresh content directly in their mobile feeds without requiring a search. For Macy's Inc (US55616P1049) stock, this means faster dissemination of company developments, strategic shifts, and financial insights, favoring mobile-first and visually engaging stories. Investors and analysts tracking retail stocks must adapt to this proactive information delivery, leveraging platforms like Discover for timely updates on Macy's performance, strategies, and competitive landscape.
Macy's Inc stock (US55616P1049): Why Google Discover changes matter more now for retail stock tracki
Google's 2026 Discover Core Update is significantly altering how users receive information on Macy's Inc (US55616P1049) stock, prioritizing visual and fresh content on mobile feeds without requiring explicit searches. This shift amplifies visibility for Macy's strategies and developments, enabling investors to proactively track the NYSE-listed retailer's performance and market trends. The update fosters faster dissemination of information like store closures, online growth, and private label expansions, making Discover an essential tool for monitoring retail stock movements and identifying opportunities.
Macy’s shutting down another store in Northern California
Macy's is closing another store in Northern California, specifically its Tracy location at the West Valley Mall, as part of a larger strategy to shut down approximately 150 underperforming stores nationwide over three years. This Tracy closure follows earlier announcements for other Bay Area and Northern California locations. The company stated the decision allows them to focus on improving nearby Macy’s stores and investing in digital experiences.
Macy’s is closing more stores in 2026: See an updated list of locations that will shutter soon
Macy's is set to close 14 additional stores across 12 states in 2026, building on its previous announcement in February 2024 to shutter 150 "underproductive locations." This move is part of the company's "Bold New Chapter" strategy aimed at strengthening the Macy's brand, accelerating luxury growth through Bloomingdale's, and modernizing operations. The new closures come after 66 stores were slated for closure in January 2025 as the retailer adjusts its physical footprint.
118,797 Shares in Macy's, Inc. $M Bought by Decker Retirement Planning Inc.
Decker Retirement Planning Inc. has purchased 118,797 shares of Macy's, Inc. (NYSE:M) in the fourth quarter, valued at approximately $2.62 million, making it their 29th largest holding. Despite this new institutional investment, Macy's faces insider stock sales from its CEO and EVP to cover tax obligations, and analysts currently give the stock an average "Reduce" rating with an $18.90 target price. The company recently beat EPS estimates and increased its quarterly dividend, offering an annualized yield of about 4.0%.
Macy's Inc stock (US55616P1049): Why its retail transformation strategy matters more now for investo
Macy's Inc is actively transforming its retail strategy by focusing on accelerating digital sales, optimizing its physical store footprint, and enhancing customer experience. This multi-year plan involves significant investment in its online platform, private label brands, and data analytics for inventory management. The company's blend of physical and digital assets, along with its real estate holdings, positions it for potential long-term investor returns despite prevailing market challenges and competitive pressures.
Macy’s Flower Show Presents “Homegrown”
Macy's is launching its 51st annual Flower Show, "Homegrown," celebrating America's gardens with floral displays, special events, and curated products in New York City and for the first time, a pop-up installation in Chicago. The event features a collaboration with Valentino Beauty and plans for nationwide Mother's Day celebrations, alongside an exclusive collection of themed merchandise.
Oak Thistle LLC Sells 127,476 Shares of Macy's, Inc. $M
Oak Thistle LLC significantly reduced its stake in Macy's, Inc. by 68.6% in Q4, selling 127,476 shares and leaving them with 58,398 shares valued at approximately $1.29 million. Macy's recently reported strong quarterly earnings, beating EPS and revenue estimates, and increased its quarterly dividend. Despite positive earnings and dividend news, analysts maintain a cautious "Reduce" rating with a consensus target price slightly below the current trading price.
M Technical Analysis | Trend, Signals & Chart Patterns | MACY'S INC (NYSE:M)
Macy's Inc. (NYSE: M) holds a technical rating of 5 out of 10, showing good overall market performance in the past year despite recent negative short and medium-term trends. The stock is trading near the high of its 16.69 - 19.45 range over the last month and outperforms 75% of its industry peers. Key support and resistance levels are identified, with a resistance zone starting at $18.87 and a support zone at $18.21.
Jefferies Maintains Buy on Macy’s, Inc. (M) March 18, 2026
Jefferies has reiterated its Buy rating on Macy’s, Inc. (M) as of March 18, 2026, citing an encouraging Q1 comparable sales guide. This maintained rating led to a short-term stock price increase of 4.2% ($0.74) and stabilizes investor sentiment without providing a new price target. Meyka AI currently rates Macy's with a 'B' grade, reflecting its performance against benchmarks, financial growth, and analyst consensus.
Macy’s Lacks an Edge in a Crowded Market, but Its Investments Have Brought Some Stability
Macy's is implementing its "Bold New Chapter" plan, which includes closing 150 underperforming stores to counter market share losses to e-commerce and other retailers. Despite investments in continuing stores, smaller formats, and supply chain improvements, the company is expected to face slightly negative annual revenue growth and operating margins well below historical highs. Investments aim to bring stability, but sustained organic growth remains a challenge in a highly competitive market.
Macy's, Inc. (NYSE: M) CEO exercises RSUs, sells shares to cover taxes
Macy's Chairman & CEO Antony Spring reported the vesting of 98,597 restricted stock units (RSUs) on April 3, 2026. To cover tax withholding obligations associated with this vesting, he sold 50,044 common shares at a weighted average price of $17.9239 per share, a transaction stated as non-discretionary. Following these transactions, Spring directly holds 485,791 common shares and 295,793 unvested RSUs.
Tax-driven share sale as Macy's (NYSE: M) EVP RSUs vest and convert
Macy's EVP, Tracy M. Preston, recently engaged in tax-driven share sales following the vesting of Restricted Stock Units (RSUs). On April 3, 2026, Preston's 13,146 RSUs converted into common shares, and subsequently, 5,271 shares were sold on April 6, 2026, at a weighted average price of $17.9247 to cover tax withholding obligations. This transaction was not discretionary, and after the sale, Preston directly holds 28,773 shares of Macy's common stock.
Bloomingdale's CEO at Macy's (NYSE: M) sells 7,228 shares for tax withholding
Olivier Bron, CEO of Bloomingdale's (a Macy's subsidiary), sold 7,228 shares of Macy's common stock at a weighted average price of $17.9241 per share. This transaction, which occurred on April 6, 2026, was solely to cover tax withholding obligations associated with the vesting of restricted stock units and was not a discretionary trade. Prior to this sale, on April 3, 2026, Bron exercised 13,146 restricted stock units.
Macy's, Inc. (NYSE: M) HR chief logs RSU vesting and tax-driven share sale
Macy's Chief HR Officer, Danielle L. Kirgan, reported the vesting of 19,719 restricted stock units (RSUs) into common shares. Following this, she sold 10,010 common shares at a weighted average price of $17.9229 in a non-discretionary transaction specifically to cover tax withholding obligations. After these transactions, Kirgan directly holds 108,008 shares of common stock and 59,159 restricted stock units.
Insider sale notice: Macy's (NYSE: M) Form 144 lists 98,597 shares
Macy's, Inc. filed a Form 144 on April 3, 2026, disclosing proposed sales of 98,597 shares of Common Stock related to restricted stock vesting. The filing also shows several open-market dispositions by Antony Spring in March–April 2026, totaling 86,431 shares with proceeds exceeding $1.5 million. These transactions are connected to compensation arrangements and are handled through Charles Schwab & Co. and the NYSE.
Macy's files Form 144; affiliate to sell 13,146 shares (NYSE: M)
An affiliate of Macy's, Inc. has filed a Form 144, indicating an intent to sell 13,146 shares of common stock stemming from restricted stock vesting on April 3, 2026. The filing names Charles Schwab & Co. as the broker and also notes that 2,736 shares were sold in the prior three months for over $48,000. This regulatory notice serves as a disclosure step for potential future sales rather than a completed transaction.
