MAC
MACERICH CO
$22.43
+2.28%
$5.7B
No data for this timeframe.
Vol
Market Cap$5.7B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders7 funds
Inst. Value$1.3B
Inst. Activity2 buys / 2 sells
SEC Reports3
Press Releases2
Recent Activity
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
May 6, 2026
SEC
Macerich Q1 2026 FFO as adjusted of $0.34 per share beat consensus of $0.31 by 9.7%, but total revenue declined 3.1% YoY
8-K — Impact 5/10
Inst.
NORGES BANK — NEW
3,625,338 shares ($66.9M)
Inst.
BANK OF AMERICA CORP — TRIM
1,029,387 shares ($19.0M)
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
May 12, 2026
Press
Macerich priced an upsized underwritten public offering of 19.2 million shares at $21.00 per share, expected gross proce
Impact 6/10
May 1, 2026
Event
HSR Early Termination: Credit Union 1; MAC Federal Credit Union
The FTC granted early termination of the HSR Act waiting period for a transaction involving Credit U
Price Targets
$22.44
+0.0% upside
Hold
Current $22.43
Low $19.00
Median $23.00
High $27.00
16 analysts
$19.00
$27.00
Analyst Ratings
5Strong Buy
6Buy
6Hold
2Sell
1Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
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
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
BEARISH
424B5
6/10
Macerich is offering 16,000,000 shares of common stock (plus a 30-day underwriter option for 2,400,000 additional shares
May 11, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $712.1M | — |
| FMR LLC | $364.6M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $93.0M | NEW |
| NORGES BANK | $66.9M | NEW |
| MORGAN STANLEY | $46.5M | — |
7 institutional holders with $1.3B total value (70,856,940 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 38,576,064 | $712.1M | 54.4% | — |
| 2 | FMR LLC | 19,750,982 | $364.6M | 27.9% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,039,561 | $93.0M | 7.1% | NEW |
| 4 | NORGES BANK | 3,625,338 | $66.9M | 5.1% | NEW |
| 5 | MORGAN STANLEY | 2,517,835 | $46.5M | 3.6% | — |
| 6 | BANK OF AMERICA CORP /DE/ | 1,029,387 | $19.0M | 1.5% | TRIM -28.6% |
| 7 | WELLS FARGO & COMPANY/MN | 317,773 | $5.9M | 0.4% | ADD +39.9% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 3,625,338 | — | $66.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,441,213 | 1,029,387 | -28.6% | $19.0M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 227,107 | 317,773 | +39.9% | $5.9M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 202,587 | 0 | -100.0% | $0.00 | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEAR_EXIT | 1,143,787 | 202,587 | -82.3% | $3.7M | 2025-Q3 |
| NORGES BANK | EXIT | 3,181,374 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 3,181,374 | — | $51.5M | 2025-Q2 |
| CITADEL ADVISORS LLC | DOUBLED | 1,594,855 | 5,959,478 | +273.7% | $102.3M | 2025-Q1 |
| NORGES BANK | EXIT | 244,790 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 2,906,107 | 1,594,855 | -45.1% | $31.8M | 2024-Q4 |
| UBS Group AG | DOUBLED | 169,031 | 1,446,591 | +755.8% | $28.8M | 2024-Q4 |
| NORGES BANK | TRIM | 352,623 | 244,790 | -30.6% | $4.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 136,504 | 176,861 | +29.6% | $3.5M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 4,801,369 | — | $87.6M | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
3 SEC filing reports analyzed. Sentiment: 0 bullish, 2 bearish, 1 mixed, 0 neutral. Avg impact: 5.7/10.
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, 2 sell, 1 strong sell.
Analyst Price Targets
$22.44 mean target
+0.0% upside
Hold (2.25)
$19.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $22.43 |
| Target Low | $19.00 |
| Target Mean | $22.44 |
| Target Median | $23.00 |
| Target High | $27.00 |
| # Analysts | 16 |
| Recommendation | Hold (2.25) |
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 | 1.0% | 3 |
| Next Q 2026-09-30 |
$-0.03 | $-0.04 | $-0.02 | 81.0% | +42.9% | 2↑ 0↓ | $0.2B | 2.7% | 3 |
| Current FY 2026-12-31 |
$-0.14 | $-0.17 | $-0.11 | 51.5% | +9.0% | 2↑ 0↓ | $0.9B | -6.3% | 3 |
| Next FY 2027-12-31 |
$0.03 | $-0.11 | $0.11 | 120.9% | +1100.0% | 2↑ 1↓ | $1.0B | 1.1% | 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 |
8 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|---|---|---|
| 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.
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
May 6, 2026
earnings_calendar
MAC Q1 2026 Earnings Scheduled — 2026-05-06
May 4, 2026
dividend
Macerich Declares the Quarterly Dividend on Its Common Shares
<p>SANTA MONICA, Calif., May 04, 2026 (GLOBE NEWSWIRE) -- The Board of Directors of The Macerich Company (NYSE: MAC) declared a quarterly cash divid
May 4, 2026
short_volume
Short Volume: MAC — 65.5% short (0.5M / 0.7M)
Short: 486,166 | Exempt: 0 | TRF Vol: 742,555 | Short Ratio: 65.5% | Off-exchange volume (dark pool + OTC)
May 1, 2026
Enforcement
HSR Early Termination: Credit Union 1; MAC Federal Credit Union
The FTC granted early termination of the HSR Act waiting period for a transaction involving Credit Union 1; MAC Federal Credit Union.
Apr 30, 2026
short_volume
Short Volume: MAC — 65.0% short (0.4M / 0.6M)
Short: 364,553 | Exempt: 0 | TRF Vol: 560,545 | Short Ratio: 65.0% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: MAC — 63.3% short (0.5M / 0.8M)
Short: 477,518 | Exempt: 172 | TRF Vol: 754,478 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
Enforcement
Emir Yazici v. MAC Parent LLC
Court ruling from Court of Appeals for the Third Circuit. Docket: 25-2639
Mar 30, 2026
Enforcement
1:26-cv-00176 Ericsson Inc. v. Acer Inc.
Court ruling from United States District Court for the District of Delaware. Docket: N/A