MACERICH CO SEC 10-K Report
Macerich Co. (MAC) released its 2025 10-K report, highlighting an 8.7% increase in Funds From Operations (FFO) to $396.9 million and the implementation of its "Path Forward Plan" to deleverage its capital structure. The REIT reported a net loss of $197.1 million due to interest and depreciation expenses but maintained a strong 94.0% leased occupancy rate across its 39 million square foot retail portfolio.
Scotiabank Remains a Hold on Macerich (MAC)
Scotiabank analyst Greg McGinniss maintained a Hold rating on Macerich (MAC) with a price target of $19.00. This is consistent with Piper Sandler, who also maintained a Hold rating, attributing the same price target. Macerich reported a quarterly revenue of $253.26 million and a GAAP net loss of $87.36 million for the quarter ending September 30.
Assessing Macerich (MAC) Valuation After Latest Earnings Reveal Shifts In Sales And Net Losses
Macerich (MAC) recently released its Q4 and full-year 2025 earnings, showing positive stock momentum with an 18.21% 90-day return despite a negative one-year return. The company is considered 4.9% undervalued with a fair value of $20.13, focusing on experiential retail and strategic acquisitions to drive future growth. However, its high leverage and exposure to challenged brick-and-mortar markets present risks.
Macerich Q4 FFO Beats Estimates, Revenues Miss, Occupancy Declines Y/Y
Macerich (MAC) reported fourth-quarter 2025 FFO of 48 cents per share, surpassing estimates, while revenues of $261.7 million missed expectations. Despite a decline in year-over-year occupancy, the company saw solid leasing volume and an increase in NOI for its Go-Forward Portfolio Centers. Macerich ended the quarter with substantial liquidity and maintains a Zacks Rank #3 (Hold).
Macerich Reports Fourth Quarter 2025 Earnings Results
The Macerich Company (NYSE: MAC) has announced its Fourth Quarter 2025 Earnings Results and Supplemental Information, which are now available on the investor relations section of its website. Management will host a conference call today, February 18, 2026, to discuss these results, with details provided for both telephone registration and live webcast access. A replay of the webcast will also be available on the company's investor relations website.
Macerich (MAC) Q4 earnings: How key metrics compare to Wall Street estimates
This article is a placeholder for Macerich's (MAC) upcoming Q4 earnings report. It indicates that the report will detail how key financial metrics compare to Wall Street estimates. As the provided content is incomplete, no further summary can be generated.
Macerich Narrows Losses and Advances Path Forward Plan
Macerich (MAC) significantly narrowed its net loss in Q4 2025, reporting improved earnings and rising Funds from Operations (FFO) to $128.9 million. The company's "Path Forward Plan" successfully progressed with record leasing activity of 7.1 million square feet, major asset sales totaling $1.3 billion, and maintaining ample liquidity. Macerich also declared a quarterly cash dividend of $0.17 per common share, signaling confidence in its improving financial health, despite TipRanks' AI Analyst Spark rating MAC as "Neutral" due to profitability and leverage concerns.
Macerich Co. (NYSE:MAC) Reports Q4 2025 Earnings Beat Amid Revenue Shortfall
Macerich Co. (NYSE:MAC) announced its Q4 2025 financial results, reporting Funds From Operations (FFO) of $0.48 per share, significantly beating the analyst consensus of $0.0231. Despite this earnings beat, the company experienced a slight revenue miss, bringing in $261.7 million against an estimated $267.0 million. The stock saw a cautiously positive reaction, trading higher in after-hours activity, with investors now looking to the upcoming conference call for further management insights.
Macerich Reports Fourth Quarter 2025 Earnings Results
The Macerich Company (NYSE: MAC) announced it has released its Fourth Quarter 2025 Earnings Results, making the supplemental information available on the Investor Relations section of its website. Management is scheduled to hold a conference call on February 18, 2026, to discuss these results. Macerich is a real estate investment trust specializing in high-quality retail real estate primarily in California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor.
Macerich Reports Fourth Quarter 2025 Earnings Results
The Macerich Company (NYSE: MAC) has released its Fourth Quarter 2025 Earnings Results and Supplemental Information, which are available on its investor relations website. Management is scheduled to hold a conference call on February 18, 2026, to discuss these results. Macerich is a real estate investment trust specializing in high-quality retail properties across various U.S. markets.
Macerich: Q4 Earnings Snapshot
The Macerich Co. (MAC) reported fourth-quarter funds from operations of $125.4 million, or 48 cents per share, surpassing Wall Street expectations of 43 cents per share. Despite exceeding profitability measures, the real estate investment trust posted a net loss of $18.8 million, or 7 cents per share, and revenue of $261.7 million, which fell short of analysts' forecasts. For the full year, Macerich reported $397 million in funds from operations and $1.01 billion in revenue.
Macerich (NYSE: MAC) boosts 2025 FFO and record leasing while de-risking portfolio
Macerich (NYSE: MAC) reported a significantly narrowed net loss in Q4 2025 and improved operating metrics, with a record 7.1 million square feet of leases signed for the year, an 85% increase from 2024. The company increased FFO, continued its "Path Forward Plan" with $1.3 billion in asset dispositions, and extended key debt, notably the South Plains Mall loan. Macerich maintains a quarterly dividend of $0.17 per common share, demonstrating strong operational performance and strategic portfolio de-risking.
FlatIron Crossing mall reveals new tenants
Flatiron Crossing mall in Broomfield, Colorado, is expanding its retail offerings with the addition of six new tenants, including Abercrombie & Fitch and Levi's. This expansion is part of a larger plan by owner The Macerich Co. to diversify the mall's offerings, including the development of a 25-acre mixed-use project called HiFi with new retail, dining, entertainment, and apartments. All new shops are anticipated to open this year.
Countdown to Macerich (MAC) Q4 Earnings: Wall Street Forecasts for Key Metrics
Wall Street analysts anticipate Macerich (MAC) to report quarterly earnings of $0.43 per share for Q4, a decline of 8.5% year-over-year, with revenues expected to increase by 3.5% to $283.31 million. Key metrics like 'Leasing Revenue- Minimum rents' are projected to rise, while 'Management Companies revenues' and 'Leasing Revenue- Percentage rents' are expected to decrease. The company currently holds a Zacks Rank #4 (Sell), suggesting potential underperformance.
Public Sector Pension Investment Board Raises Position in Macerich Company (The) $MAC
The Public Sector Pension Investment Board increased its stake in Macerich Company by 14.5% in the third quarter, now owning 985,884 shares valued at approximately $17.94 million. Several other institutional investors also increased their positions in the real estate investment trust, bringing institutional ownership to 87.38%. Analysts have a mixed view on MAC, with a consensus "Hold" rating and a target price of $19.76, while the company announced a quarterly dividend of $0.17, yielding about 3.7%.
Technical Reactions to MAC Trends in Macro Strategies
This article analyzes Macerich Company (MAC) using AI models to provide trading strategies for various risk profiles. It identifies weak near-term sentiment but strong mid- and long-term outlooks, with an exceptional 32.8:1 risk-reward setup. The analysis includes position trading, momentum breakout, and risk hedging strategies, along with multi-timeframe signal analysis.
Macerich to pay 17-cent quarterly dividend on March 30
Macerich (NYSE: MAC) has declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 30, 2026, to stockholders of record at the close of business on March 16, 2026. Macerich is a real estate investment trust (REIT) focused on high-quality retail real estate in densely populated U.S. markets.
Macerich Keeps Quarterly Dividend at $0.17 per Share, Payable March 30 to Holders of Record March 16
The Macerich Company announced that it is maintaining its quarterly dividend of $0.17 per share. This dividend will be payable on March 30 to shareholders of record as of March 16. The news was published on February 12, 2026.
Macerich Declares the Quarterly Dividend on Its Common Shares
The Macerich Company announced that its Board of Directors has declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 30, 2026, to stockholders of record as of March 16, 2026. Macerich is a real estate investment trust (REIT) focused on owning and operating high-quality retail real estate in densely populated U.S. markets.
Macerich (MAC) Expected to Announce Earnings on Wednesday
Macerich (NYSE:MAC) is scheduled to release its Q4 2025 earnings after the market closes on Wednesday, February 18th, with analysts projecting earnings of $0.44 per share and revenue of $260.4830 million. The company's stock shows a current market cap of $4.82 billion and its shares opened at $18.84 on Thursday. Institutional investors have significantly increased their positions in MAC, holding 87.38% of the company's stock, while analysts have a consensus "Hold" rating with an average target price of $19.76.
Allianz Asset Management GmbH Reduces Stock Holdings in Macerich Company (The) $MAC
Allianz Asset Management GmbH decreased its stake in The Macerich Company (NYSE:MAC) by 22.7% in the third quarter, selling 76,038 shares and retaining 258,662 shares valued at approximately $4.71 million. Despite this reduction, other institutional investors like GAMMA Investing LLC and Northwestern Mutual Wealth Management Co. increased their holdings. Macerich currently holds a "Hold" consensus rating from analysts with an average target price of $19.76.
Macerich Schedules Fourth Quarter 2025 Earnings Release and Conference Call
Macerich (NYSE: MAC) has scheduled the release of its fourth-quarter 2025 earnings after market close on Wednesday, February 18, 2026. Management will host a conference call at 2:00 pm Pacific Time (5:00 pm Eastern Time) the same day to discuss the results. Participants can register for the call via telephone or join a live webcast available in the Investors Section of the company's website.
Macerich Schedules Fourth Quarter 2025 Earnings Release and Conference Call
Macerich (NYSE: MAC) has announced it will release its Fourth Quarter 2025 earnings after market close on Wednesday, February 18, 2026. The company will host a conference call on the same day at 2:00 pm PT / 5:00 pm ET to discuss the results. Investors can register for the phone dial-in or live webcast through Macerich's investor website, with a replay available afterward.
Macerich Stock Tries To Hold Its Ground As Wall Street Stays Cautious On Malls
Macerich's stock has been trading sideways, experiencing a recent pullback after a significant rally, while the broader market climbs. Despite a double-digit yield attracting income investors, challenges remain due to structural retail risks and mixed analyst views. The company's future hinges on interest rates, sustained leasing momentum, successful redevelopment, and overall consumer health.
Macerich earnings in focus as turnaround plan faces test By Investing.com
Macerich, a mall REIT, is preparing to release its fourth-quarter earnings, with investors keenly watching to see if CEO Jackson Hsieh's year-old turnaround strategy is proving effective. Analysts anticipate earnings close to breakeven on revenue of $261.12 million, reflecting increased confidence despite a significant loss in the prior quarter. The focus will be on occupancy improvements, debt reduction, and whether its high-quality portfolio is capturing the current retail sector rebound.
Trading the Move, Not the Narrative: (MAC) Edition
This article provides an in-depth analysis of The Macerich Company (NYSE: MAC), highlighting a strong near-term sentiment with neutral mid and long-term outlooks. It details three AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—each tailored to different risk profiles. The analysis also emphasizes an exceptional 34.2:1 risk-reward setup targeting a 9.4% gain against a 0.3% risk.
Macerich: Deleveraging Balance Sheet And Redevelopments To Limit Downside Risk
Macerich (MAC) is executing a "Path Forward Plan" to sell non-core properties and reduce debt. The author downgrades MAC to Hold from Buy, noting that shares are trading above the calculated intrinsic NAV of $15.42. Future improvements in portfolio quality and debt reduction could lead to cap rate compression.
Strs Ohio Sells 166,500 Shares of Macerich Company (The) $MAC
STRS Ohio significantly reduced its stake in Macerich Company (NYSE:MAC) by selling 166,500 shares, leaving it with 46,200 shares valued at approximately $841,000. Despite a consensus "Hold" rating from analysts with an average price target of $19.76, the real estate investment trust recently missed EPS expectations while reporting revenue growth. The company currently trades near $17.95 with a market capitalization of $4.6 billion and exhibits negative net margin and return on equity.
Institutional Investors Show Renewed Interest in Macerich Shares
Institutional investors are showing renewed interest in Macerich, a U.S. shopping center specialist, with several funds adjusting their holdings ahead of the company's Q4 2025 earnings report. Notable investment activities include GAMMA Investing LLC increasing its stake and new positions from Triumph Capital Management and Danske Bank. The company continues its "Path Forward" strategy, aiming for a $2 billion asset sale program to strengthen its balance sheet.
Institutional Investors Show Renewed Interest in Macerich Shares
Institutional investors are showing renewed interest in Macerich, a U.S. shopping center specialist, with several funds adjusting their holdings in anticipation of the company's upcoming quarterly earnings report. This interest comes as Macerich implements its "Path Forward" strategy, which includes a $2 billion asset sale program, and despite reporting a net loss in the third quarter of 2025. Major stakeholders like GAMMA Investing LLC, Triumph Capital Management, and Danske Bank have recently made significant adjustments to their positions, indicating growing confidence in the REIT.
(MAC) Volatility Zones as Tactical Triggers
This article provides an AI-driven analysis of Macerich Company (NYSE: MAC), highlighting a strong near-term sentiment while mid and long-term outlooks remain neutral. It details three trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The report also includes multi-timeframe signal analysis with support and resistance levels.
Macerich’s Shopping Center Network taps Screenverse for partnership
Macerich, a developer of retail and mixed-use properties, has partnered with Screenverse, a programmatic Digital Out-of-Home (DOOH) network, to streamline programmatic access to digital screens within its shopping centers. This collaboration aims to boost performance and efficiency in Macerich's network of 345 digital displays across iconic retail destinations, providing brands with impactful media solutions to connect with shoppers. Screenverse will also offer private marketplace (PMP) deals for large-format placements, expanding advertising reach and flexibility for brands.
Macerich price target raised to $20 from $19 at Truist
Truist has raised its price target for Macerich (MAC) to $20 from $19, maintaining a Buy rating on the shares. This adjustment is part of their 2026 outlook for real estate investment trusts (REITs), where Truist remains Neutral overall. While fundamentals for REITs are improving, the firm notes that stocks do not appear particularly cheap, and they are cautious on mall and office REITs.
Truist Financial Maintains Macerich Co(MAC.US) With Buy Rating, Raises Target Price to $20
Truist Financial has reiterated its "Buy" rating for Macerich Co (MAC.US) and increased its target price from $19 to $20. This adjustment reflects continued confidence in the real estate investment trust. Analyst Michael Lewis, who has a 62.1% success rate and 9.0% average return over the past year, made the revised projection.
Macerich Co Is Suddenly Trending — Is This Sleepy Mall Stock Your Next Power Move?
Macerich Co, a mall landlord, is unexpectedly gaining attention due to renewed interest in physical retail spaces driven by social media trends. The article explores whether MAC stock represents a genuine comeback opportunity for investors, weighing its potential upside from evolving mall experiences against the risks of debt and competition. It advises that the stock is a speculative play for those who believe in the "mall revival" narrative, rather than a safe investment.
Macerich Co Is Suddenly Trending — Is This Sleepy Mall Stock Your Next Power Move?
Macerich Co, a real estate investment trust (REIT) owning large shopping centers, is gaining unexpected traction online, sparking debate among investors. The article explores whether MAC represents a genuine "mall revival" investment opportunity or a potential value trap. It advises that while Macerich offers speculative upside due to evolving mall usage and potential dividend income, it also carries significant risks like debt and tenant churn, making it a high-volatility play compared to more stable competitors like Simon Property Group.
303,500 Shares in Macerich Company (The) $MAC Acquired by Nordea Investment Management AB
Nordea Investment Management AB acquired a new stake of 303,500 shares, valued at approximately $5.33 million, in Macerich Company during the third quarter, representing about 0.12% ownership. Several other institutional investors also significantly increased their positions in the real estate investment trust. Macerich reported mixed Q3 results, missing EPS estimates but exceeding revenue forecasts, and currently has a consensus "Hold" rating from analysts with an average price target of $19.67.
Sumitomo Mitsui Trust Group Inc. Grows Stock Position in Macerich Company (The) $MAC
Sumitomo Mitsui Trust Group Inc. increased its stake in Macerich Company by 39.2% in the third quarter, acquiring 109,413 additional shares to own 388,219 shares valued at approximately $7.07 million. Other institutional investors also adjusted their positions in the real estate investment trust (REIT). Despite Macerich reporting mixed Q3 results with revenue up 15% year-over-year but missing EPS estimates and showing negative profitability metrics, analysts maintain a "Hold" rating with an average target price of $19.67.
Assessing Macerich (MAC) Valuation After Triad Investment Management’s New Stake
Triad Investment Management has taken a new stake in Macerich (MAC), totaling US$3.82 million, bringing institutional attention back to the retail REIT. While the mainstream narrative suggests Macerich is undervalued by about 5.6% based on future earnings and growth potential driven by experiential retail, another perspective using P/S ratios indicates potential valuation risk despite trading below industry and peer averages. Investors are encouraged to consider both detailed earnings forecasts and market multiples when evaluating Macerich's current trading price.
Assessing Macerich (MAC) Valuation After Triad Investment Management’s New Stake
Macerich (MAC) has gained fresh institutional attention after Triad Investment Management acquired a new stake of 206,916 shares. The retail REIT's stock is currently trading below its analyst price target and an estimated intrinsic value, suggesting it may be undervalued. While a popular narrative places its fair value at US$19.86, primarily due to accelerated leasing and a focus on experiential retail, a different perspective from P/S ratios suggests potential valuation risk.
Macerich’s Stock On The Edge: Is This Retail REIT Quietly Setting Up Its Next Move?
Macerich’s stock has shown a slight downward bias recently, reflecting a tug-of-war between macroeconomic fears and the company's efforts in redevelopment and debt reduction. Despite this, the stock is up in the mid-double-digit percentage range over the past year, thanks to balance sheet repair and improved perceptions of Class A malls. Wall Street analysts generally hold a "Neutral" or "Hold" stance, emphasizing that Macerich is progressing but remains sensitive to interest rates and consumer spending.
Institutional Capital Flows into Macerich Amid Strategic Shift
Macerich's recent positive turn is attributed to new institutional investment from Triad Investment Management and a strategic partnership with Screenverse to monetize its digital out-of-home advertising inventory. The upcoming earnings report on February 26 for Q4 and full-year 2025 will be crucial in determining if these developments lead to a sustained recovery and improved financial performance, particularly in funds from operations.
Macerich’s Stock On The Edge: Is This Retail REIT Quietly Setting Up Its Next Move?
Macerich's stock has recently declined, reflecting investor caution despite the company's efforts in redevelopment and debt reduction. While the stock has seen a slight downward trend over the past five sessions, a one-year view shows a respectable, albeit volatile, gain due to balance sheet repair and improved perceptions of Class A malls. Analysts are cautiously optimistic, with most firms issuing "Hold" ratings and price targets modestly above the current share price, pending future interest rate movements and consumer spending.
Macerich Making Progress on Asset Sales to Reduce Leverage and Focus on Class-A Malls Portfolio
Macerich has been actively repositioning its portfolio over the past decade by selling lower-quality assets and acquiring Class A regional malls, with $1.2 billion in sales occurring in the last two years. This strategy aims to reduce company leverage and improve tenant productivity, occupancy, and rent. The company is expected to continue this trend through redevelopment and opportunistic acquisitions to drive strong earnings growth.
What's Behind This New $4 Million Bet on a Beaten-Down Mall Owner Lagging the Broader Market?
Triad Investment Management has initiated a new $3.82 million stake in Macerich (NYSE:MAC), a mall owner, by purchasing 206,916 shares. This investment suggests confidence in the company's fundamentals despite its recent underperformance compared to the broader market. Macerich, a REIT specializing in high-quality regional malls, maintains a focus on balance sheet discipline and asset quality, which appeals to investors looking for selective allocations in potentially undervalued asset classes.
Macerich Announces Tax Treatment of 2025 Dividends
The Macerich Company (NYSE: MAC) announced the tax treatment for its 2025 common stock dividends, totaling $0.68 per share. The company detailed the classification of these dividends for income tax purposes across four quarterly distributions. Macerich is a real estate investment trust (REIT) specializing in high-quality retail properties in key U.S. markets.
What's Behind This New $4 Million Bet on a Beaten-Down Mall Owner Lagging the Broader Market?
Triad Investment Management has made a new $3.82 million investment in Macerich (NYSE:MAC), a mall owner whose stock has underperformed the broader market. This investment, representing 3.87% of Triad's reportable assets, suggests a belief in Macerich's fundamentals despite current market skepticism and high interest rates. Macerich, a REIT specializing in high-quality regional malls, reported reduced net losses in the third quarter and maintains a focus on balance sheet discipline and asset quality.
Macerich Announces Tax Treatment of 2025 Dividends
Macerich Company (NYSE: MAC) has announced the tax treatment for its 2025 dividend distributions. The company paid $0.68 per share in dividends during the calendar year, with specific classifications for ordinary income tax purposes, and indicated these amounts are included in the taxable ordinary dividends column. Macerich is an integrated REIT specializing in high-quality retail real estate primarily in California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor.
Macerich Announces Tax Treatment of 2025 Dividends
Macerich Company (NYSE: MAC) has announced the tax treatment for dividend distributions made in 2025. During the calendar year, Macerich paid dividends of $0.68 per share, which are classified for income tax purposes across four record dates. The company provided a detailed breakdown of these classifications, including ordinary dividends, Section 199A dividends, qualified dividends, total capital gain distribution, and nondividend distribution for its common stock.
Shareholders get tax breakdown on Macerich’s $0.68 per share 2025 payouts
Macerich (NYSE: MAC) has announced the tax treatment for its 2025 dividend distributions, totaling $0.68 per share across four quarterly payments of $0.17. The company reported that all 2025 dividends are classified as non-dividend distributions for tax purposes, meaning $0.00 was attributed to taxable ordinary dividends, Section 199A dividends, qualified dividends, and total capital gain distributions. Shareholders should treat these distributions according to IRS rules for non-dividend distributions when filing their 2025 tax returns.
