M Macy's, Inc.

NEUTRAL Impact: 3/10 8-K
Horizon days Filed May 18, 2026 Processed 25d 15h ago SEC 0000794367-26-000038
8-K context-dependent: Items 5.02
Latest settled — T+5d
M ▲ +10.45% at T+5d
NEUTRAL call ✓ call won +10.45% · α vs SPY +8.16% · entry $19.05 → $21.04
Next anchor: T+20d in 3d
Currently $25.37 · +33.20% from $19.05 entry
Entry anchored
May 18, 2026
via day open
T+1d
+4.78%
call +4.78% · α +3.74%
$19.96
settled 25d ago
T+5d
+10.45%
call +10.45% · α +8.16%
$21.04
settled 18d ago
T+20d
call — · α —
in 3d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

Macy's held its 2026 annual meeting on May 15, with shareholders approving all proposals including the election of 10 directors, ratification of KPMG as auditor, advisory say-on-pay, and an amendment to the 2024 Equity and Incentive Compensation Plan. All items passed with strong support, though say-on-pay garnered 78.5% approval, slightly below typical levels. The filing is routine governance with no material financial or operational news.

Actionable Insight

No immediate catalyst from this routine governance filing. Monitor the next quarterly earnings report (likely late August 2026) for operational trends and guidance updates. The 78.5% say-on-pay support is slightly below the 90%+ typical for large caps, but not alarming. Watch for any activist pressure given the modest dissent on executive compensation.

Key Facts

  • Shareholders elected 10 directors; Deirdre P. Connelly received the lowest support (77.8% for vs 22.2% against).
  • KPMG ratified as independent auditor with 214,069,467 votes for (95.3%).
  • Advisory say-on-pay passed with 78.5% for, 21.5% against (157,691,659 for / 43,025,428 against).
  • Amendment and restatement of 2024 Equity and Incentive Compensation Plan approved (91.6% for).
  • No departure or appointment of officers or directors; the Item 5.02 disclosure solely covers the equity plan approval.

Financial Impact

No financial impact from this filing; equity plan amendment details were previously disclosed in the March 31, 2026 proxy statement.

Market Snapshot

Exchange
NYSE
Sector
Retail-Department Stores
Analyst Consensus
37% bullish (19 analysts)

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000794367-26-000038
Document: 0000794367-26-000038-index-headers.html0000794367-26-000038
Document: 0000794367-26-000038-index.html0000794367-26-000038
Document: 0000794367-26-000038.txt0000794367-26-000038
7 reports for M
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for M — sortable, filterable
Type Now
Jun 3, 2026
10d ago
8-K
BULLISH ★ 7/10
$21.78 $23.03▲ +5.74%▲ +5.34%$25.37 (+16.50%)
May 18, 2026
25d ago
8-K
NEUTRAL ★ 3/10
$19.05 $19.96▲ +4.78%▲ +3.74%$25.37 (+33.20%)
Apr 1, 2026
10w ago
144
NEUTRAL ★ 3/10
$17.80 $18.12▲ +1.80%▲ +1.32%$25.37 (+42.56%)
Mar 30, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.57 $18.10▲ +3.01%▲ +0.12%$25.37 (+44.42%)
Mar 30, 2026
10w ago
Insider Cluster
NEUTRAL ★ 3/10
$17.57 $18.10▲ +3.01%▲ +0.12%$25.37 (+44.42%)
Mar 25, 2026
11w ago
Insider Cluster
NEUTRAL ★ 4/10
$18.49 $18.49· 0.00%▲ +1.77%$25.37 (+37.24%)
Mar 18, 2026
12w ago
8-K
NEUTRAL ★ 4/10
$17.71 $18.03▲ +1.81%▲ +2.07%$25.37 (+43.28%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (48h 53m)

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