Assessing Macerich’s (MAC) Valuation After Recent Results And Ongoing Share Price Rebound
Macerich (MAC), a US$5.199b retail REIT, reported annual revenue of US$1,041.061 million and a net loss of US$197.923 million. The stock has shown strong performance with a 30.05% total shareholder return over the past year, and is currently trading at US$19.53, indicating a potential undervaluation based on different models. While some models suggest an 8% undervaluation ($21.19 fair value), the SWS DCF model points to a much deeper undervaluation with an estimated fair value of $32.07.
Book value per share of Macerich Company – GETTEX:M6G
This article provides the book value per share for the Macerich Company (GETTEX: M6G). It shows a section for "Period Value Change Change %" under its financials. The data is provided by ICE Data Services and FactSet, with SEC filings by Quartr.
Triad Investment Management Buys New Stake in Macerich Company (The) $MAC
Triad Investment Management has acquired a new stake of 206,916 shares in The Macerich Company (NYSE:MAC) during the fourth quarter, valued at approximately $3.82 million. This investment makes Macerich approximately 3.9% of Triad's portfolio. Macerich reported a Q4 EPS of ($0.07), missing estimates, and revenue of $261.7 million, with the stock currently having a consensus "Hold" rating and a target price of $20.83.
MEX:MAC PB Ratio: 1.87 — 25% Above Median
Macerich Co (MEX:MAC) has a Price-to-Book (PB) Ratio of 1.87 as of April 2, 2026, which is 25% above its 10-year median. The stock's current price of MXN320.00 is 26.6% above its estimated GF Value™ of MXN252.80, indicating it is overvalued. Macerich Co ranks worse than 91.76% of 910 REITs companies on this metric, and its overall GF Score™ is 65/100 with 9 warning signs for investors.
Macerich to post quarterly results after market, then hold 5 p.m. ET call
Macerich (NYSE: MAC) will release its first-quarter 2026 earnings after market close on Wednesday, May 6, 2026. The company will also host a conference call on the same day at 2:00 PM PT / 5:00 PM ET to discuss the results. Historically, similar announcements of earnings call schedules have led to modest and mixed stock price reactions for Macerich.
Macerich Schedules First Quarter 2026 Earnings Release and Conference Call
Macerich (NYSE: MAC) announced it will release its first quarter 2026 earnings after market close on Wednesday, May 6, 2026. The company will host a conference call on the same day at 2:00 pm Pacific Time to discuss the results. Investor information, including dial-in details and webcast links, is provided for the event.
‘Good Retail Is Not Going Away’: Mall Operators Shudder Back to Life
Mall operators Simon Property Group, Macerich, and Tanger Outlets are beginning to reopen their properties across the US, eager to resume rent collection and revitalize the retail sector. Despite challenges like tenant bankruptcies and changing consumer behavior, they express optimism about the long-term viability of physical stores, particularly high-quality malls, noting the increasing trend of online order fulfillment from mall-based locations. The article details each company's reopening strategies, financial performance, and outlook amidst the ongoing pandemic.
Responsive Playbooks and the MAC Inflection
This article analyzes The Macerich Company (NYSE: MAC), identifying a neutral near and mid-term outlook that could moderate a long-term positive bias. It highlights a mid-channel oscillation pattern and presents an exceptional 25.8:1 risk-reward setup. The analysis offers three distinct AI-generated trading strategies tailored for different risk profiles and holding periods, including position, momentum, and risk-hedging strategies.
Macerich (NYSE:MAC) Upgraded by Scotiabank to "Sector Outperform" Rating
Scotiabank has upgraded Macerich (NYSE:MAC) from "sector perform" to "sector outperform," setting a new price target of $22.00, suggesting a potential 20.03% upside. This upgrade comes despite Macerich missing quarterly EPS estimates, reporting negative net margin and ROE, and a 4.4% year-over-year revenue decline. The stock currently holds a "Hold" consensus rating among analysts with an average price target of $20.69.
Scotiabank recently released its latest ratings report, upgrading the stock rating of the commercial real estate investment trust company Macerich from "sector perform" to "sector outperform."
Scotiabank has upgraded Macerich's stock rating from "sector perform" to "sector outperform" and increased its target price from $19 to $22. This positive outlook is based on Macerich's strategic position in retail real estate and the anticipated improvement in occupancy rates and rental income as the consumer market recovers. The upgrade suggests significant upside potential for the company's stock.
Macerich’s progress in leasing hasn’t been enough to counteract challenges impacting its earnings—major investors are monitoring for improvements in FFO.
Scotiabank has maintained a "Hold" rating for Macerich (MAC) with a $19.00 price target, following a previous downgrade due to disappointing Q1 2024 results. Despite strong leasing activity, Macerich continues to face financial challenges from tenant bankruptcies and e-commerce shifts, resulting in ongoing net losses. Institutional investors are showing cautious interest, but Scotiabank advises a "wait-and-see" approach until sustained improvement in Funds From Operations (FFO) is evident.
Macerich’s progress in leasing hasn’t been enough to counteract challenges impacting its earnings—major investors are monitoring for improvements in FFO.
Scotiabank has maintained a "Neutral" outlook on Macerich (MAC) with a $19.00 price target, despite the company's strong leasing activity, due to ongoing financial challenges like tenant bankruptcies and e-commerce impacts. While major institutional investors like Smead Capital Management are increasing their stakes, reflecting targeted confidence, the broader market remains cautious, awaiting sustained FFO growth for a potential re-rating. The current "Hold" rating underscores a "wait-and-see" approach until operational improvements translate into clear financial recovery.
Vanguard disaggregates Macerich ownership; The Vanguard Group (MAC) reports 0%
The Vanguard Group has filed an amended Schedule 13G/A for Macerich Co. (MAC), reporting 0% beneficial ownership following an internal realignment on January 12, 2026. This change is administrative, as Vanguard subsidiaries will now report their holdings separately, not indicating a sale of shares. Investors should look for subsequent filings from Vanguard-affiliated entities to track actual Macerich holdings.
Macerich Earns IBD Rating Upgrade
Macerich (MAC) recently received an upgrade in its Investor's Business Daily (IBD) Relative Strength Rating, moving from 69 to 73. This improvement signifies strengthening technical performance for the stock. IBD's rating system, which ranges from 1 to 99, assesses a stock's 52-week price performance against all other stocks in the market, highlighting shifts in market leadership.
Truist Financial Maintains Macerich Co(MAC.US) With Buy Rating, Announces Target Price $20
Truist Financial analyst Michael Lewis has maintained a "buy" rating on Macerich Co (MAC.US) and set a target price of $20. TipRanks data indicates that Lewis has a 57.7% success rate and an average return of 7.8% over the past year. This rating is based on an independent third-party analysis by TipRanks.
Fashion Fair Mall could land a Dick's House of Sport. First, a 55-year-old building has to come down
A proposed Dick's House of Sport at Fashion Fair Mall in Fresno is contingent on the demolition of the 55-year-old former Forever 21 building. The large-format sporting goods store, typically featuring outdoor turf fields and climbing walls, requires new construction. The Fresno Historic Preservation Commission is reviewing a report that recommends against historic designation for the existing structure, which was originally built in 1970 as a Weinstock's department store.
MAC: Path Forward Deleveraging And Asset Sales Will Drive Future Returns
The article discusses how Macerich’s "Path Forward Plan," focusing on deleveraging and asset sales, is influencing analyst price targets and expectations. While some analysts are optimistic about the plan's execution and potential for improved financials, others remain cautious, citing valuation concerns and sector fundamentals. The fair value estimate for MAC has slightly increased, reflecting these updated models and the company's progress.
Free cash flow per share of Macerich Company – BMV:MAC
This article provides financial data on the free cash flow per share for Macerich Company (BMV:MAC), traded on the Mexican Stock Exchange. It appears to be a stub or a data point from a larger financial analysis platform, showing a "Period" and associated "Value," "Change," and "Change %" metrics. The content is primarily a data placeholder within a financial information service provided by TradingView.
Why has Macerich (MAC) dropped 5% following its most recent earnings announcement?
Macerich's (MAC) stock price dropped approximately 5% after its latest earnings report, despite surpassing FFO expectations for Q4 2025 with $0.48 per share. The decline is attributed to falling revenue, which missed consensus estimates, and downward revisions in analyst forecasts. The company's future outlook remains cautious, with a Zacks Rank #3 (Hold), indicating market-aligned returns.
Why Is Macerich (MAC) Down 5% Since Last Earnings Report?
Macerich (MAC) shares have dropped 5% since its last earnings report, underperforming the S&P 500 despite beating Q4 FFO estimates. The company reported solid leasing volume and increased NOI, but revenues missed estimates and occupancy slightly declined year-over-year. Analysts have shown a downward trend in earnings estimates, leading to a Zacks Rank #3 (Hold) for Macerich, while industry peer Equinix (EQIX) has seen positive gains and a Zacks Rank #2 (Buy).
Why has Macerich (MAC) dropped 5% following its most recent earnings announcement?
Macerich (MAC) has seen its share price drop by approximately 5% since its last earnings report, despite surpassing Funds From Operations (FFO) expectations. The decline is attributed to revenue missing consensus estimates, a slight dip in occupancy, and analysts adopting a more cautious outlook with downward revisions. The market awaits Macerich's next earnings announcement to determine if this downward trend will continue.
Understanding the Setup: (MAC) and Scalable Risk
This article provides an analysis of Macerich Company (MAC), highlighting a potential short setup with a strong risk-reward ratio. It details three institutional trading strategies—Position Trading, Momentum Breakout, and Risk Hedging—along with multi-timeframe signal analysis, suggesting positive near-term sentiment within a long-term bullish context, despite a mid-term weak bias.
Total debt per share of Macerich Company – BMV:MAC
This article provides financial information for The Macerich Company (BMV:MAC), specifically focusing on its "Total debt per share" metric. The page appears to be a stub from TradingView, offering an overview of the company's financials, news, and community discussions. It serves as a portal for investors to access data and perform analysis on the stock.
Macerich Company Stock Live Price, Chart, Analysis, News & Forecast – Buy, Sell & Trade US Equities Today
This article provides a detailed financial overview of Macerich Company (MAC), a REIT specializing in retail properties, as of March 19, 2026. It covers the current stock price, 52-week high and low, key financial metrics like market cap, revenue, and dividend yield, as well as analyst ratings and historical performance. The piece also includes an FAQ section explaining the company's business model and how to invest.
DigitalBridge Group Inc. Invests $9.15 Million in Macerich Company (The) $MAC
DigitalBridge Group Inc. has acquired a new stake of 513,200 shares in Macerich Company, valued at approximately $9.15 million, representing about 0.20% of the company. Macerich recently missed earnings expectations, reporting a ($0.07) EPS against a $0.43 estimate, and negative net margin and return on equity. Despite the mixed financial performance and a "Hold" consensus rating from analysts with an average target price of $20.46, the company declared a quarterly dividend of $0.17, yielding around 3.6%.
Macerich Co Stock (ISIN: US5543821012) in Focus as Dividend Confirmed at $0.17
Macerich Co (ISIN: US5543821012) has declared a quarterly dividend of $0.17 per share ($0.1489 EUR equivalent) on March 16, 2026, drawing investor attention. This move signals the REIT's commitment to shareholder returns amidst challenges in the retail property market, offering steady income potential for investors, particularly those in Europe and the DACH region. The company operates high-quality regional malls, emphasizing experiential retail, and its dividend consistency aims to maintain investor confidence in its cash flow generation.
Macerich Company (The) (NYSE:MAC) Receives Average Recommendation of "Hold" from Brokerages
Macerich Company (NYSE: MAC) has received an average "Hold" recommendation from fourteen brokerage firms, with an average one-year price target of $20.46. This comes despite the company missing its Q1 earnings per share estimates, reporting ($0.07) against an expected $0.43, but exceeding revenue expectations with $261.7 million. The company recently declared a quarterly dividend of $0.17 per share, yielding 3.6% annually.
KeyBanc Maintains Macerich Co(MAC.US) With Buy Rating
KeyBanc analyst Todd Thomas has reiterated a "Buy" rating for Macerich Co (MAC.US). Thomas boasts a 58.1% success rate and an average return of 7.5% over the past year, according to TipRanks data. TipRanks provides independent analysis data for financial analysts, calculating success rates and average returns of their recommendations, which are then used to rank analysts on a 5-star scale.
Keybanc reiterates Macerich stock rating on leasing momentum
KeyBanc has reiterated an Overweight rating and $25.00 price target on The Macerich Company (NYSE:MAC), citing strong leasing momentum and progress on its "Path Forward Plan." The firm expects rent commencements to boost EBITDA growth in late 2026 and 2027, with transaction activity potentially aiding deleveraging. This positive outlook is supported by Macerich's recent successful amendment of its revolving credit facility and other analysts also raising price targets.
Bamco Inc. NY Purchases 463,102 Shares of Macerich Company (The) $MAC
Bamco Inc. NY significantly increased its stake in Macerich Company (The) by purchasing an additional 463,102 shares, bringing its total holdings to 2.9 million shares valued at $52.96 million. This comes as Macerich recently missed its EPS estimates, reporting a ($0.07) EPS against a $0.43 expectation, with a 4.4% year-over-year revenue decline. Despite this, the company declared a quarterly dividend of $0.17, and analysts hold a "Hold" consensus rating with an average target price of $20.46.
Cash per share of Macerich Company – GETTEX:M6G
This article provides financial information for Macerich Company (GETTEX:M6G), specifically detailing its cash per share value. It is presented within the TradingView platform, which offers various financial tools and market data services. The content focuses solely on this financial metric without additional analysis or context.
Is Macerich (MAC) Still Attractive After Recent Share Price Weakness And DCF Upside?
This article analyzes Macerich (MAC) using Discounted Cash Flow (DCF) and Price/Sales (P/S) valuation methods. While the DCF model suggests MAC is undervalued by 40.3% at $18.66, the P/S ratio indicates it's overvalued compared to its fair ratio. The analysis presents both a bull case (fair value US$21.13) and a bear case (fair value US$15.58), encouraging investors to consider different narratives based on their assumptions.
Macerich Co. Experiences Evaluation Revision Amid Shifting Market Dynamics and Performance Indicators
Macerich Co. has updated its stock evaluation due to changing market conditions. While the company has shown a 74.72% return over three years, outperforming the S&P 500, it has seen a recent decline of 5.81% over the past week. Technical indicators like MACD and KST show mixed signals, indicating both bullish and bearish trends.
Is Macerich (MAC) Still Attractive After Recent Share Price Weakness And DCF Upside?
This article analyzes Macerich (MAC) after recent share price declines, using discounted cash flow (DCF) and price-to-sales (P/S) ratios to assess its valuation. While the DCF model suggests MAC is undervalued by over 40% with an intrinsic value of $31.27 per share, the P/S ratio indicates it is overvalued compared to its fair ratio. The analysis presents both bull and bear case narratives, with fair values ranging from $15.58 to $21.13, offering investors different perspectives on the stock's future.
Macerich Co Stock Faces Retail Pressure as Mall REITs Navigate Consumer Demand Shift
Macerich Co, the largest US enclosed-mall REIT, is experiencing significant pressure due to shifting consumer demand towards e-commerce and omnichannel behavior. The article details Macerich's operational challenges, including tenant mix complexities, volatile occupancy trends, and moderated rent growth. It also examines capital structure, dividend sustainability, and the company's asset sales strategy, offering insights for European investors tracking US retail property valuations.
Macerich Co To Go Ex-Dividend On March 16th, 2026 With 0.17 USD Dividend Per Share
Macerich Co (MAC.US) is scheduled to go ex-dividend on March 16th, 2026, with shareholders of record on that date receiving a dividend of $0.17 USD per share on March 30th, 2026. The article also provides general definitions of cash and stock dividends, noting that dividend implementations are subject to final disclosure and are not guaranteed. It advises consulting a tax professional for specific tax situations.
J.P. Morgan Maintains Macerich Co(MAC.US) With Sell Rating, Raises Target Price to $19
J.P. Morgan analyst Michael Mueller has maintained a sell rating for Macerich Co (MAC.US) but raised the target price from $18 to $19. According to TipRanks data, Mueller has a 49.6% success rate and an average return of -1.0% over the past year. TipRanks provides independent analysis on financial analysts' recommendations, including success rates and average returns.
American Century Companies Inc. Acquires 182,291 Shares of Macerich Company (The) $MAC
American Century Companies Inc. increased its stake in Macerich Company by 16.1%, acquiring an additional 182,291 shares, bringing their total ownership to 1,317,513 shares valued at approximately $23.98 million. Despite missing earnings per share estimates for the last quarter, Macerich maintains an average "Hold" rating from analysts with a target price of $20.46 and has declared a quarterly dividend of $0.17 per share. Other institutional investors also adjusted their holdings in the real estate investment trust.
Macerich Q4 earnings benefit from controlled expenses, increased occupancy
The Macerich Company (MAC) reported its Q4 earnings, demonstrating strong financial performance attributable to effective cost management and a rise in occupancy rates. This suggests operational efficiency and growing demand for its properties.
The Technical Signals Behind (MAC) That Institutions Follow
This article analyzes the technical signals for Macerich Company (MAC), noting weak near-term sentiment but strong mid and long-term outlooks. It highlights an exceptional 22.5:1 risk-reward short setup and provides three distinct AI-generated trading strategies (Position, Momentum Breakout, Risk Hedging) tailored for different risk profiles. The analysis includes multi-timeframe signal strengths, support, and resistance levels for the stock.
Fogo de Chão, Wonder headed to Green Acres in Valley Stream
Fogo de Chão and Wonder are opening new locations at Green Acres Mall and an adjacent shopping center in Valley Stream, Long Island, as part of a $130 million to $150 million redevelopment project. This revamp aims to transform the 70-year-old mall into a more upscale destination with new restaurants and entertainment, including other notable tenants like The Cheesecake Factory and ShopRite. The developments are part of Green Acres' ongoing efforts to enhance the visitor experience and strengthen its role as a premier shopping destination.
First Eagle Investment Management LLC Cuts Holdings in Macerich Company (The) $MAC
First Eagle Investment Management LLC reduced its stake in The Macerich Company (NYSE:MAC) by 25.5% in the third quarter of 2025, selling 57,800 shares and now owning 168,710 shares valued at approximately $3.07 million. This comes as Macerich recently reported missing quarterly EPS expectations with ($0.07) against an expected $0.43, and revenue of $261.7 million, a 4.4% year-over-year decrease. Despite these financial results, the company declared a quarterly dividend of $0.17 per share, yielding 3.4%, and has a consensus "Hold" rating from analysts with a target price of $20.46.
Fisher Asset Management LLC Lowers Stock Holdings in Macerich Company (The) $MAC
Fisher Asset Management LLC reduced its stake in Macerich Company (The) by 2.6% in the third quarter, holding 2,875,225 shares worth $52,329,000. Despite this, other institutions increased their holdings, and the company announced a quarterly dividend of $0.17 per share. Analysts have mixed ratings on Macerich, with a consensus "Hold" and an average price target of $20.46.
MAC Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Macerich (MAC) for fiscal year 2025, including income statements, balance sheets, and cash flow statements, derived from SEC filings. It highlights key financial metrics such as revenue, net income, EPS, cash/debt, and dividends, along with financial health signals like profitability, growth, leverage, liquidity, cash flow, and returns. The report indicates a mixed financial health status with a weak Piotroski F-Score and mixed earnings quality.
APG Asset Management US Inc. Boosts Stake in Macerich Company
APG Asset Management US Inc. has increased its stake in Macerich Company (The) by 29.7% during the 3rd quarter, now owning 1,351,135 shares, or 0.53% of its outstanding stock. This signals institutional confidence in the real estate investment trust despite challenges in the retail industry. The increased investment suggests a major investor sees value in Macerich's shopping mall portfolio.
Citigroup Reduces Stake in Macerich Real Estate Trust
Citigroup Inc. significantly reduced its stake in Macerich Company (The) by selling over 111,000 shares in the third quarter of 2025. This move decreases Citigroup's ownership to 0.24% and signals potential concerns about the retail real estate market and Macerich's future performance amidst challenges from e-commerce and changing consumer habits.
Macerich (NYSE:MAC) Price Target Raised to $17.00
The Goldman Sachs Group raised its price target for Macerich (NYSE:MAC) from $15.00 to $17.00 but maintained a "sell" rating, indicating a potential downside of nearly 15%. This comes after Macerich missed its Q4 EPS expectations and analysts' opinions remain mixed with a consensus "Hold" rating and an average target of $20.46. The company's stock is currently trading around $19.97 with a market capitalization of $5.13 billion.
Leasing surge and asset sales shape Macerich (NYSE: MAC) Path Forward
Macerich (NYSE: MAC) reported a significant surge in leasing activity for 2025, with a substantial increase in signed leases and store openings, leading to a rise in go-forward leased occupancy to 94.9%. The company also highlighted a strong signed-not-open (SNO) revenue pipeline projected to add up to $140 million in cumulative potential revenue and detailed its progress on a $2 billion asset sale and deleveraging plan, with $1.4-$1.5 billion already addressed. These efforts are part of its "Path Forward" strategy aimed at improving occupancy and reducing leverage.
Tangible book value per share of Macerich Company – BMV:MAC
This page from TradingView provides financial information for The Macerich Company (BMV:MAC), specifically focusing on its tangible book value per share. The content indicates that the market was closed at the time of access and offers a navigation structure for various financial data and community tools related to the stock. It appears to be a data-oriented page rather than a detailed news article.
Quantbot Technologies LP Buys 160,268 Shares of Macerich Company (The) $MAC
Quantbot Technologies LP significantly increased its stake in Macerich Company (The) ($MAC) by 294.8% in the third quarter, acquiring an additional 160,268 shares to bring its total holding to 214,642 shares, valued at approximately $3.91 million. Macerich recently reported quarterly earnings of ($0.07) EPS, missing analyst estimates, and declared a quarterly dividend of $0.17 per share. Analysts have an average "Hold" rating on the stock with a price target of $20.26.
