MAC
MACERICH CO
$25.45
+1.76%
$6.7B
No data for this timeframe.
Vol
Market Cap$6.7B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders50 funds
Inst. Value$3.4B
Inst. Activity17 buys / 12 sells
SEC Reports4
Press Releases2
Recent Activity
Jun 8, 2026
short_volume
Short Volume: MAC — 72.2% short (0.5M / 0.7M)
Short: 480,178 | Exempt: 2,915 | TRF Vol: 665,089 | Short Ratio: 72.2% | Off-exchange volume (dark p
Jun 5, 2026
SEC
Macerich posted an investor presentation on its website detailing its Path Forward Plan v3.0, which includes updated 202
8-K — Impact 4/10
Jun 1, 2026
Insider
Hash Steve was granted 9,520 shares
Director
Jun 1, 2026
Insider
Hirsch Daniel J. was granted 6,720 shares
Director
Jun 1, 2026
Insider
Murphy Devin Ignatius was granted 6,720 shares
Director
May 12, 2026
SEC
Macerich is offering 19,200,000 shares of common stock at $21.00 per share, raising approximately $389.6 million in net
424B5 — Impact 6/10
May 11, 2026
SEC
Macerich is offering 16,000,000 shares of common stock (plus a 30-day underwriter option for 2,400,000 additional shares
424B5 — Impact 6/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — ADD
5,053,671 shares ($95.5M)
Price Targets
$23.50
-7.7% upside
Sell
Current $25.45
Low $19.00
Median $23.50
High $28.00
16 analysts
$19.00
$28.00
Analyst Ratings
5Strong Buy
6Buy
6Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 10, 2026 | Keybanc | MAINTAIN | Overweight → Overweight |
| Jun 2, 2026 | Deutsche Bank | UPGRADE | Hold → Buy |
| May 19, 2026 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
| May 15, 2026 | Goldman Sachs | MAINTAIN | Sell → Sell |
| May 15, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $-0.06 ▲ +21.8% | $-0.06 — $-0.05 | 51% YoY | 3 |
| Next Q | $-0.03 ▲ +42.9% | $-0.04 — $-0.02 | 81% YoY | 3 |
| Current FY | $-0.14 ▲ +9.0% | $-0.17 — $-0.11 | 51% YoY | 3 |
| Next FY | $0.03 ▲ +1100.0% | $-0.11 — $0.11 | 121% YoY | 4 |
Latest Reports
NEUTRAL
8-K
4/10
Macerich posted an investor presentation on its website detailing its Path Forward Plan v3.0, which includes updated 202
Jun 5, 2026
BEARISH
424B5
6/10
Macerich is offering 19,200,000 shares of common stock at $21.00 per share, raising approximately $389.6 million in net
May 12, 2026
BEARISH
Press
6/10
Macerich priced an upsized underwritten public offering of 19.2 million shares at $21.00 per share, expected gross proce
May 12, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| BlackRock, Inc. | $874.3M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $483.2M | — |
| FMR LLC | $454.5M | — |
| STATE STREET CORP | $279.4M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $216.8M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 1, 2026 | Hash Steve | A | $0.00 |
| Jun 1, 2026 | Hirsch Daniel | A | $0.00 |
| Jun 1, 2026 | Murphy Devin | A | $0.00 |
| Jun 1, 2026 | Lowenthal Marianne | A | $0.00 |
| Jun 1, 2026 | Stephen Andrea | A | $0.00 |
50 institutional holders with $3.4B total value (178,682,631 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, FMR. Net buying activity: 17 institutions added/increased vs 12 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 46,259,103 | $874.3M | 25.9% | — |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25,565,859 | $483.2M | 14.3% | — |
| 3 | FMR LLC | 24,047,392 | $454.5M | 13.5% | — |
| 4 | STATE STREET CORP | 14,781,086 | $279.4M | 8.3% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 11,472,606 | $216.8M | 6.4% | — |
| 6 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,214,469 | $98.6M | 2.9% | — |
| 7 | WELLINGTON MANAGEMENT GROUP LLP | 5,053,671 | $95.5M | 2.8% | ADD +37.5% |
| 8 | BAMCO INC /NY/ | 4,084,693 | $77.2M | 2.3% | — |
| 9 | DIMENSIONAL FUND ADVISORS LP | 3,848,113 | $72.7M | 2.2% | — |
| 10 | GOLDMAN SACHS GROUP INC | 3,469,964 | $65.6M | 1.9% | — |
| 11 | AMERIPRISE FINANCIAL INC | 2,868,539 | $53.4M | 1.6% | TRIM -25.3% |
| 12 | MORGAN STANLEY | 2,607,737 | $49.3M | 1.5% | — |
| 13 | CITADEL ADVISORS LLC | 2,604,585 | $49.2M | 1.5% | — |
| 14 | FIL Ltd | 2,523,354 | $47.7M | 1.4% | — |
| 15 | BANK OF AMERICA CORP /DE/ | 2,240,478 | $42.3M | 1.3% | DOUBLED +117.7% |
| 16 | JANUS HENDERSON GROUP PLC | 2,114,016 | $40.0M | 1.2% | — |
| 17 | Legal & General Group Plc | 1,675,465 | $31.7M | 0.9% | — |
| 18 | VANGUARD FIDUCIARY TRUST CO | 1,656,803 | $31.3M | 0.9% | — |
| 19 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1,588,824 | $29.4M | 0.9% | NEW |
| 20 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 1,296,594 | $24.5M | 0.7% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 3,675,803 | 5,053,671 | +37.5% | $95.5M | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 1,029,387 | 2,240,478 | +117.7% | $42.3M | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | NEW | — | 1,588,824 | — | $29.4M | 2026-Q1 |
| Nuveen, LLC | TRIM | 2,452,229 | 1,195,082 | -51.3% | $22.6M | 2026-Q1 |
| 1832 Asset Management L.P. | ADD | 500,370 | 727,706 | +45.4% | $13.8M | 2026-Q1 |
| Woodline Partners LP | TRIM | 960,410 | 584,125 | -39.2% | $11.0M | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB | ADD | 274,857 | 549,665 | +100.0% | $10.3M | 2026-Q1 |
| STRS OHIO | DOUBLED | 44,800 | 409,600 | +814.3% | $7.7M | 2026-Q1 |
| DEUTSCHE BANK AG\ | TRIM | 543,345 | 402,600 | -25.9% | $7.6M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 189,059 | 363,148 | +92.1% | $6.9M | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC | DOUBLED | 68,431 | 325,271 | +375.3% | $6.1M | 2026-Q1 |
| CI INVESTMENTS INC. | ADD | 174,685 | 254,428 | +45.6% | $4.8M | 2026-Q1 |
| ALLSTATE CORP | ADD | 113,958 | 165,322 | +45.1% | $3.1M | 2026-Q1 |
| FIRST TRUST ADVISORS LP | ADD | 90,033 | 138,561 | +53.9% | $2.6M | 2026-Q1 |
| FEDERATED HERMES, INC. | ADD | 84,644 | 125,339 | +48.1% | $2.4M | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC | ADD | 84,654 | 106,176 | +25.4% | $2.0M | 2026-Q1 |
| MACQUARIE GROUP LTD | TRIM | 133,472 | 98,407 | -26.3% | $1.9M | 2026-Q1 |
| Verition Fund Management LLC | NEAR_EXIT | 974,969 | 96,111 | -90.1% | $1.8M | 2026-Q1 |
| M&T BANK CORP | TRIM | 71,237 | 30,118 | -57.7% | $569.2K | 2026-Q1 |
| BNP Paribas Asset Management Holding S.A. | NEAR_EXIT | 155,670 | 15,677 | -89.9% | $296.3K | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD | TRIM | 22,900 | 15,400 | -32.8% | $291.1K | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. | TRIM | 7,388 | 5,275 | -28.6% | $99.7K | 2026-Q1 |
| Rockefeller Capital Management L.P. | DOUBLED | 866 | 3,932 | +354.0% | $74.3K | 2026-Q1 |
| CWM, LLC | ADD | 1,568 | 2,097 | +33.7% | $39.6K | 2026-Q1 |
| GROUP ONE TRADING LLC | ADD | 619 | 1,156 | +86.8% | $21.8K | 2026-Q1 |
7 unique insiders with 7 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 1, 2026 | Hash Steve | Director | AWARD | 9,520 | — | — |
| Jun 1, 2026 | Hirsch Daniel J. | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Murphy Devin Ignatius | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Lowenthal Marianne | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Stephen Andrea M | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | LAING DIANA | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | HERNANDEZ ENRIQUE JR | Director | AWARD | 6,720 | — | — |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 1 neutral. Avg impact: 5.3/10.
NEUTRAL
8-K
4/10
Macerich posted an investor presentation on its website detailing its Path Forward Plan v3.0, which
Jun 5, 2026
BEARISH
424B5
6/10
Macerich is offering 19,200,000 shares of common stock at $21.00 per share, raising approximately $3
May 12, 2026
BEARISH
424B5
6/10
Macerich is offering 16,000,000 shares of common stock (plus a 30-day underwriter option for 2,400,0
May 11, 2026
MIXED
8-K
5/10
Macerich Q1 2026 FFO as adjusted of $0.34 per share beat consensus of $0.31 by 9.7%, but total reven
May 6, 2026
Current analyst consensus: Hold (55% buy). Based on 20 analysts: 5 strong buy, 6 buy, 6 hold, 3 sell, 0 strong sell.
Analyst Price Targets
$23.50 mean target
-7.7% upside
Sell (2.13)
$19.00 Low
$28.00 High
| Metric | Value |
|---|---|
| Current Price | $25.45 |
| Target Low | $19.00 |
| Target Mean | $23.50 |
| Target Median | $23.50 |
| Target High | $28.00 |
| # Analysts | 16 |
| Recommendation | Sell (2.13) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$-0.06 | $-0.06 | $-0.05 | 51.4% | +21.8% | 2↑ 0↓ | $0.2B | 0.8% | 3 |
| Next Q 2026-09-30 |
$-0.03 | $-0.04 | $-0.02 | 81.0% | +42.9% | 2↑ 0↓ | $0.2B | 2.6% | 3 |
| Current FY 2026-12-31 |
$-0.14 | $-0.17 | $-0.11 | 51.5% | +9.0% | 2↑ 0↓ | $1.0B | -6.2% | 3 |
| Next FY 2027-12-31 |
$0.03 | $-0.11 | $0.11 | 120.9% | +1100.0% | 2↑ 1↓ | $1.0B | 2.7% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $-0.057 | |
| 7d ago | $-0.072 | +0.016 |
| 30d ago | $-0.072 | +0.016 |
| 60d ago | $-0.075 | +0.018 |
| 90d ago | $-0.085 | +0.028 |
9 analyst firms have rated this stock: 3 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 10, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Jun 2, 2026 | Deutsche Bank | UPGRADE | Hold | Buy |
| May 19, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| May 15, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| May 15, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| May 13, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 8, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Mar 30, 2026 | Scotiabank | UPGRADE | Sector Perform | Sector Outperform |
| Mar 10, 2026 | JP Morgan | MAINTAIN | Underweight | Underweight |
| Mar 2, 2026 | Goldman Sachs | MAINTAIN | Sell | Sell |
| Feb 25, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 23, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 23, 2026 | Keybanc | UPGRADE | Sector Weight | Overweight |
| Jan 20, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Dec 19, 2025 | Truist Securities | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 6 | 3 | 0 | 55% | |
| May 1, 2026 | 5 | 6 | 6 | 2 | 1 | 55% | |
| Apr 1, 2026 | 5 | 6 | 6 | 2 | 1 | 55% | |
| Mar 1, 2026 | 5 | 5 | 7 | 2 | 1 | 50% | |
| Feb 1, 2026 | 5 | 4 | 8 | 2 | 1 | 45% | |
| Jan 1, 2026 | 5 | 4 | 8 | 2 | 1 | 45% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 8, 2026
short_volume
Short Volume: MAC — 72.2% short (0.5M / 0.7M)
Short: 480,178 | Exempt: 2,915 | TRF Vol: 665,089 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MAC — 69.2% short (0.5M / 0.7M)
Short: 510,098 | Exempt: 101 | TRF Vol: 737,280 | Short Ratio: 69.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MAC — 55.2% short (0.4M / 0.7M)
Short: 389,254 | Exempt: 0 | TRF Vol: 705,261 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: MAC — 58.3% short (0.3M / 0.5M)
Short: 316,707 | Exempt: 63 | TRF Vol: 542,824 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: MAC — 59.5% short (0.5M / 0.9M)
Short: 549,162 | Exempt: 351 | TRF Vol: 922,584 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: MAC — 77.4% short (0.5M / 0.7M)
Short: 529,890 | Exempt: 3 | TRF Vol: 684,460 | Short Ratio: 77.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: MAC — 58.9% short (0.4M / 0.7M)
Short: 437,364 | Exempt: 1,000 | TRF Vol: 742,441 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: MAC — 70.4% short (0.9M / 1.3M)
Short: 882,993 | Exempt: 0 | TRF Vol: 1,253,389 | Short Ratio: 70.4% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: MAC — 66.4% short (0.8M / 1.1M)
Short: 761,904 | Exempt: 236 | TRF Vol: 1,146,900 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
offering
Macerich Announces Pricing of Upsized Public Offering of Common Stock
<p>SANTA MONICA, Calif., May 11, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (the “Company” or “Macerich”) announced today that it has
May 11, 2026
activist
Macerich Announces Commencement of Public Offering of Common Stock
<p align="left">SANTA MONICA, Calif., May 11, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (the “Company” or “Macerich”) announced toda
May 11, 2026
short_volume
Short Volume: MAC — 55.6% short (0.4M / 0.7M)
Short: 392,316 | Exempt: 99 | TRF Vol: 705,540 | Short Ratio: 55.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: MAC — 60.4% short (0.7M / 1.2M)
Short: 719,941 | Exempt: 0 | TRF Vol: 1,191,709 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
m_and_a
Macerich Acquires Annapolis Mall for $272 Million
Attractive Yield Including SNO of Approximately 10.5% with Compelling Opportunity to Elevate and Transform Through New Remerchandising Plan; Accretive
May 6, 2026
earnings
Macerich Reports First Quarter 2026 Earnings Results
<p align="left">SANTA MONICA, Calif., May 06, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) has released its First Quarter 2026 Earnings