M

Macy's, Inc.

NYSE · Retail-Department Stores · Inc. DE · CIK 0000794367
$25.37 +1.32% $6.7B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)30 New Institutional Positions20 Institutional Exits
Vol
Market Cap$6.7B
Cap SizeMid Cap
Analyst ConsensusHold (37%)
Inst. Holders50 funds
Inst. Value$2.9B
Inst. Activity30 buys / 20 sells
Insider Activity0B / 17S
Insider Net $-$3.5M
Reddit Sentiment42° Neutral
SEC Reports7
Exchange NYSE·Sector Retail-Department Stores·Inc. DE·CIK 0000794367·Prev Close $25.04

Recent Activity

Jun 5, 2026 Insider
VARGA PAUL C was granted 8,348 shares
Director
Jun 5, 2026 Insider
MARKEE RICHARD L was granted 8,348 shares
Director
Jun 5, 2026 Insider
Granoff Jill was granted 8,348 shares
Director
Jun 5, 2026 short_volume
Short Volume: M — 65.0% short (1.8M / 2.8M)
Short: 1,842,318 | Exempt: 3,746 | TRF Vol: 2,832,158 | Short Ratio: 65.0% | Off-exchange volume (da
Jun 3, 2026 SEC
Macy's reported strong Q1 2026 results, with comparable sales up 3.0% (strongest first quarter in four years) and GAAP E
8-K — Impact 7/10
May 18, 2026 SEC
Macy's held its 2026 annual meeting on May 15, with shareholders approving all proposals including the election of 10 di
8-K — Impact 3/10
Apr 7, 2026 SEC
Macy's CEO Spring Antony led a $1.3M insider selling cluster over the past week, including $1.2M in open-market sales, a
CLUSTER — Impact 3/10
Inst.
CHARLES SCHWAB INVESTMENT MANAGEMENT — DOUBLED
9,206,905 shares ($166.6M)

Price Targets

$21.50 -15.3% upside Strong Sell
Current $25.37 Low $9.00 Median $22.00 High $27.00 10 analysts
$9.00 $27.00

Analyst Ratings

Sell37% buy · 19 analysts
3Strong Buy
4Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 4, 2026 Telsey Advisory Group MAINTAIN Market Perform → Market Perform
Jun 4, 2026 Citigroup MAINTAIN Neutral → Neutral
Jun 4, 2026 JP Morgan MAINTAIN Neutral → Neutral
Jun 4, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Apr 1, 2026 Telsey Advisory Group MAINTAIN Market Perform → Market Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.34 ▼ -1.9% $0.31 — $0.39 10% YoY 11
Next Q $-0.07 ▼ -2134.1% $-0.20 — $0.04 -179% YoY 11
Current FY $2.16 ▲ +3.1% $2.00 — $2.30 -7% YoY 11
Next FY $2.28 ▲ +4.0% $2.05 — $2.67 6% YoY 11

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
BlackRock, Inc.$511.3M
DIMENSIONAL FUND ADVISORS LP$298.0M
VANGUARD PORTFOLIO MANAGEMENT LLC$246.7M
VANGUARD CAPITAL MANAGEMENT LLC$205.7M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026VARGA PAULA$0.00
Jun 5, 2026MARKEE RICHARDA$0.00
Jun 5, 2026Granoff JillA$0.00
Jun 5, 2026Connelly DeirdreA$0.00
Jun 5, 2026Chandoha MarieA$0.00

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
8 mentions 2 bullish 4 bearish
50 institutional holders with $2.9B total value (161,594,440 shares) as of 2026-Q1. Top holders: Erste, BlackRock,, DIMENSIONAL. Net buying activity: 30 institutions added/increased vs 20 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2BlackRock, Inc.28,264,857$511.3M17.5%
3DIMENSIONAL FUND ADVISORS LP16,475,647$298.0M10.2%
4VANGUARD PORTFOLIO MANAGEMENT LLC13,635,890$246.7M8.4%
5VANGUARD CAPITAL MANAGEMENT LLC11,372,923$205.7M7.0%
6STATE STREET CORP9,224,423$168.6M5.8%
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC9,206,905$166.6M5.7%DOUBLED +184.4%
8GOLDMAN SACHS GROUP INC7,621,525$137.9M4.7%
9Newport Trust Company, LLC6,932,729$125.4M4.3%
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP5,763,721$104.3M3.6%ADD +81.9%
11Allianz Asset Management GmbH5,527,554$100.0M3.4%DOUBLED +119.2%
12Invesco Ltd.3,887,569$70.3M2.4%
13MORGAN STANLEY3,507,654$63.5M2.2%
14PRUDENTIAL FINANCIAL INC3,206,142$58.0M2.0%ADD +30.1%
15BERKSHIRE HATHAWAY INC3,038,355$55.0M1.9%NEW
16FRANKLIN RESOURCES INC2,426,017$43.9M1.5%DOUBLED +198.5%
17BARCLAYS PLC1,803,788$32.6M1.1%
18NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,743,785$31.5M1.1%DOUBLED +217.0%
19MACQUARIE GROUP LTD1,667,585$30.2M1.0%DOUBLED +234.3%
20VANGUARD FIDUCIARY TRUST CO1,640,677$29.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED3,236,8029,206,905+184.4%$166.6M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPADD3,169,1725,763,721+81.9%$104.3M2026-Q1
Allianz Asset Management GmbHDOUBLED2,522,0345,527,554+119.2%$100.0M2026-Q1
PRUDENTIAL FINANCIAL INCADD2,465,2063,206,142+30.1%$58.0M2026-Q1
BERKSHIRE HATHAWAY INCNEW3,038,355$55.0M2026-Q1
FRANKLIN RESOURCES INCDOUBLED812,8692,426,017+198.5%$43.9M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.DOUBLED550,0681,743,785+217.0%$31.5M2026-Q1
MACQUARIE GROUP LTDDOUBLED498,8681,667,585+234.3%$30.2M2026-Q1
Russell Investments Group, Ltd.DOUBLED102,7581,414,622+1276.7%$25.6M2026-Q1
Gotham Asset Management, LLCADD1,036,4701,368,183+32.0%$24.8M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNEW1,288,800$23.3M2026-Q1
AMERIPRISE FINANCIAL INCADD939,1011,200,212+27.8%$21.7M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCNEW621,342$11.2M2026-Q1
CAPITAL FUND MANAGEMENT S.A.ADD299,254484,603+61.9%$8.8M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDTRIM1,699,847440,600-74.1%$8.0M2026-Q1
VICTORY CAPITAL MANAGEMENT INCADD307,289410,356+33.5%$7.4M2026-Q1
Grantham, Mayo, Van Otterloo & Co. LLCADD252,368328,035+30.0%$5.9M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCADD183,144242,479+32.4%$4.4M2026-Q1
HSBC HOLDINGS PLCTRIM383,947232,955-39.3%$4.2M2026-Q1
AmundiDOUBLED48,357230,041+375.7%$4.2M2026-Q1
FIFTH THIRD BANCORPDOUBLED4,356206,309+4636.2%$3.7M2026-Q1
Mirae Asset Global Investments Co., Ltd.DOUBLED2,460188,624+7567.6%$3.4M2026-Q1
O'SHAUGHNESSY ASSET MANAGEMENT, LLCTRIM288,283179,596-37.7%$3.2M2026-Q1
FMR LLCTRIM695,221177,980-74.4%$3.2M2026-Q1
MACKENZIE FINANCIAL CORPADD73,561145,778+98.2%$2.6M2026-Q1
17 unique insiders with 50 transactions. Net insider value: -$3.5M ($0.00 bought, $3.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026VARGA PAUL CDirectorAWARD8,348
Jun 5, 2026MARKEE RICHARD LDirectorAWARD8,348
Jun 5, 2026Granoff JillDirectorAWARD8,348
Jun 5, 2026Connelly Deirdre PDirectorAWARD8,348
Jun 5, 2026Chandoha Marie ADirectorAWARD8,348
Jun 5, 2026CHOPRA NAVEEN K.DirectorAWARD8,348
Jun 5, 2026Chavez Robert B.DirectorAWARD8,348
Jun 5, 2026Boone TorrenceDirectorAWARD8,348
Jun 5, 2026Arel EmilieDirectorAWARD8,348
Apr 6, 2026Spring AntonyChairman & CEOSELL50,044$17.92$897.0K
Apr 6, 2026Preston Tracy MEVP, CLO & Corporate SecretarySELL5,271$17.92$94.5K
Apr 6, 2026Kirgan Danielle L.EVP, Chief HR OfficerSELL10,010$17.92$179.4K
Apr 6, 2026Griscom PaulSVP and ControllerSELL745$17.92$13.4K
Apr 6, 2026Bron OlivierCEO, Bloomingdale'sSELL7,228$17.92$129.6K
Apr 3, 2026Spring AntonyChairman & CEOEXERCISE98,597
Apr 3, 2026Kirgan Danielle L.EVP, Chief HR OfficerEXERCISE19,719
Apr 3, 2026Preston Tracy MEVP, CLO & Corporate SecretaryEXERCISE13,146
Apr 3, 2026Griscom PaulSVP and ControllerEXERCISE2,629
Apr 3, 2026Bron OlivierCEO, Bloomingdale'sEXERCISE13,146
Apr 1, 2026Kirgan Danielle L.EVP, Chief HR OfficerSELL6,573$18.08$118.8K
Apr 1, 2026Spring AntonyChairman & CEOSELL14,606$18.08$264.0K
Apr 1, 2026Griscom PaulSVP and ControllerSELL490$18.08$8.9K
Mar 31, 2026Clark RichardDirectorAWARD1,366$20.12$27.5K
Mar 31, 2026MARKEE RICHARD LDirectorAWARD1,366$20.12$27.5K
Mar 31, 2026Sesler Douglas WilliamDirectorAWARD1,366$20.12$27.5K
Mar 31, 2026Spring AntonyChairman & CEOEXERCISE28,588
Mar 31, 2026Griscom PaulSVP and ControllerEXERCISE1,715
Mar 31, 2026Kirgan Danielle L.EVP, Chief HR OfficerEXERCISE12,864
Mar 30, 2026Spring AntonyChairman & CEOSELL27,451$17.73$486.8K
Mar 30, 2026Kirgan Danielle L.EVP, Chief HR OfficerSELL5,161$17.73$91.5K
Mar 30, 2026Preston Tracy MEVP, CLO & Corporate SecretarySELL2,736$17.74$48.5K
Mar 30, 2026Bron OlivierCEO, Bloomingdale'sSELL3,051$17.74$54.1K
Mar 30, 2026Griscom PaulSVP and ControllerSELL433$17.74$7.7K
Mar 28, 2026Spring AntonyChairman & CEOEXERCISE53,152
Mar 28, 2026Preston Tracy MEVP, CLO & Corporate SecretaryEXERCISE7,504
Mar 28, 2026Kirgan Danielle L.EVP, Chief HR OfficerEXERCISE11,256
Mar 28, 2026Bron OlivierCEO, Bloomingdale'sEXERCISE7,504
Mar 28, 2026Griscom PaulSVP and ControllerEXERCISE1,501
Mar 27, 2026Spring AntonyChairman & CEOSELL41,450$17.91$742.5K
Mar 27, 2026Kirgan Danielle L.EVP, Chief HR OfficerSELL15,415$17.91$276.1K
Mar 27, 2026Bron OlivierCEO, Bloomingdale'sSELL4,712$17.91$84.4K
Mar 27, 2026Griscom PaulSVP and ControllerSELL2,919$17.92$52.3K
Mar 26, 2026Spring AntonyChairman & CEOAWARD103,984
Mar 26, 2026Spring AntonyChairman & CEOTAX W/H6,092$18.49$112.6K
Mar 26, 2026Spring AntonyChairman & CEOAWARD286,641
Mar 26, 2026Kirgan Danielle L.EVP, Chief HR OfficerAWARD46,789
Mar 26, 2026Kirgan Danielle L.EVP, Chief HR OfficerTAX W/H2,114$18.49$39.1K
Mar 26, 2026Edwards Thomas Jr.EVP, COO & CFOAWARD83,829
Mar 26, 2026Kirgan Danielle L.EVP, Chief HR OfficerAWARD48,674
Mar 26, 2026Bron OlivierCEO, Bloomingdale'sAWARD48,674

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Sell (37% buy). Based on 19 analysts: 3 strong buy, 4 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$21.50 mean target -15.3% upside Strong Sell (3.00)
$9.00 Low $27.00 High
MetricValue
Current Price$25.37
Target Low$9.00
Target Mean$21.50
Target Median$22.00
Target High$27.00
# Analysts10
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.34 $0.31 $0.39 10.3% -1.9% 3↑ 4↓ $4.8B -0.6% 11
Next Q
2026-10-31
$-0.07 $-0.20 $0.04 -178.7% -2134.1% 1↑ 5↓ $4.6B -1.4% 11
Current FY
2027-01-31
$2.16 $2.00 $2.30 -6.9% +3.1% 8↑ 0↓ $21.6B -0.5% 11
Next FY
2028-01-31
$2.28 $2.05 $2.67 5.5% +4.0% 6↑ 0↓ $21.4B -1.3% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.342
7d ago$0.349-0.007
30d ago$0.348-0.007
60d ago$0.344-0.002
90d ago$0.377-0.035
6 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 4, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Jun 4, 2026 Citigroup MAINTAIN Neutral Neutral
Jun 4, 2026 JP Morgan MAINTAIN Neutral Neutral
Jun 4, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 1, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 19, 2026 Citigroup MAINTAIN Neutral Neutral
Mar 19, 2026 TD Cowen MAINTAIN Hold Hold
Mar 19, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 18, 2026 JP Morgan MAINTAIN Neutral Neutral
Mar 18, 2026 Telsey Advisory Group MAINTAIN Market Perform Market Perform
Mar 9, 2026 UBS MAINTAIN Sell Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202634111037%
May 1, 202634111037%
Apr 1, 202634111037%
Mar 1, 202611114211%
Feb 1, 202611114211%
Jan 1, 202611114211%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

42°
Neutral
Bearish Neutral Bullish
8 mentions 2 bullish 4 bearish 8 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Jun 2, 2026150° Neutral001
Jun 2, 2026150° Neutral001
May 27, 2026160° Warm101
May 27, 2026160° Warm101
Apr 25, 2026140° Cool011
Apr 25, 2026140° Cool011
Apr 5, 2026140° Cool011
Apr 5, 2026140° Cool011

Recent Reddit Threads

r/wallstreetbets Neutral 11d 11h ago
Macys earnings this week $M
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 16d 16h ago
Yes, I held my $MU $160k yolo back at $110/share (for most of the run) 1,058% 1y return.
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 1mo ago
Earnings Week: Best Long Call Picks?
▲ 1 💬 0 ⚡ 0.5
r/pennystocks Bearish 2mo ago
Wes Edens buys 100$M of debt out of $NFE!! Skin in the game
▲ 1 💬 1 ⚡ 0.5
Jun 5, 2026
short_volume
Short Volume: M — 65.0% short (1.8M / 2.8M)
Short: 1,842,318 | Exempt: 3,746 | TRF Vol: 2,832,158 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: M — 60.0% short (2.6M / 4.4M)
Short: 2,646,760 | Exempt: 15,520 | TRF Vol: 4,411,616 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: M — 57.0% short (2.6M / 4.5M)
Short: 2,553,681 | Exempt: 13,998 | TRF Vol: 4,481,821 | Short Ratio: 57.0% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: M — 64.0% short (1.2M / 1.9M)
Short: 1,215,285 | Exempt: 383 | TRF Vol: 1,897,981 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
May 26, 2026
earnings_calendar
M Q1 2027 Earnings Scheduled — 2026-05-26
May 26, 2026
short_volume
Short Volume: M — 60.2% short (1.1M / 1.8M)
Short: 1,104,989 | Exempt: 0 | TRF Vol: 1,835,526 | Short Ratio: 60.2% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: M — 66.1% short (1.3M / 2.0M)
Short: 1,313,061 | Exempt: 930 | TRF Vol: 1,987,056 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: M — 62.8% short (1.3M / 2.1M)
Short: 1,295,166 | Exempt: 611 | TRF Vol: 2,062,117 | Short Ratio: 62.8% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: M — 57.2% short (1.5M / 2.6M)
Short: 1,498,809 | Exempt: 10,380 | TRF Vol: 2,618,331 | Short Ratio: 57.2% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: M — 63.9% short (2.6M / 4.1M)
Short: 2,636,064 | Exempt: 64 | TRF Vol: 4,126,088 | Short Ratio: 63.9% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: M — 7.2M shares, 97,671 trades
Week starting 2026-05-18. Total ATS volume: 7,245,590 shares across 97,671 trades.
May 13, 2026
short_volume
Short Volume: M — 64.1% short (1.1M / 1.7M)
Short: 1,088,794 | Exempt: 1,310 | TRF Vol: 1,698,916 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: M — 62.4% short (1.1M / 1.8M)
Short: 1,116,305 | Exempt: 80 | TRF Vol: 1,788,709 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: M — 78.8% short (2.0M / 2.5M)
Short: 1,969,435 | Exempt: 16 | TRF Vol: 2,498,449 | Short Ratio: 78.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: M — 5.8M shares, 87,232 trades
Week starting 2026-05-11. Total ATS volume: 5,795,229 shares across 87,232 trades.