M

Macy's, Inc.

NYSE · Retail-Department Stores · Inc. DE · CIK 0000794367
$22.16 -3.78% $6.1B
Insider Selling Cluster (5 insiders)High Impact Filing (7/10)3 Institutional Exits
Vol
Market Cap$6.1B
Cap SizeMid Cap
Analyst ConsensusHold (37%)
Inst. Holders9 funds
Inst. Value$849.9M
Inst. Activity2 buys / 3 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 $23.03

Recent Activity

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
Apr 6, 2026 Insider
Spring Antony sold 50,044 shares
Chairman & CEO @ $17.92 ($897.0K)
Apr 6, 2026 Insider
Preston Tracy M sold 5,271 shares
EVP, CLO & Corporate Secretary @ $17.92 ($94.5K)
Apr 6, 2026 Insider
Kirgan Danielle L. sold 10,010 shares
EVP, Chief HR Officer @ $17.92 ($179.4K)
Inst.
NORGES BANK — NEW
3,855,764 shares ($85.0M)
Inst.
BANK OF AMERICA CORP — TRIM
792,528 shares ($17.5M)

Price Targets

$20.10 -9.3% upside Sell
Current $22.16 Low $9.00 Median $20.50 High $25.00 10 analysts
$9.00 $25.00

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 $0.36 ▲ +3.8% $0.31 — $0.39 17% YoY 6
Next Q $-0.04 ▼ -1056.8% $-0.15 — $0.04 -141% YoY 6
Current FY $2.09 $2.00 — $2.20 -10% YoY 9
Next FY $2.21 ▲ +1.0% $1.95 — $2.67 6% YoY 11

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$570.1M
NORGES BANK$85.0MNEW
MORGAN STANLEY$83.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$71.4MNEW
BANK OF AMERICA CORP$17.5MTRIM

Recent Insider Trades

DateInsiderTypeValue
Apr 6, 2026Spring AntonySELL$897.0K
Apr 6, 2026Preston TracySELL$94.5K
Apr 6, 2026Kirgan DanielleSELL$179.4K
Apr 6, 2026Griscom PaulSELL$13.4K
Apr 6, 2026Bron OlivierSELL$129.6K

Reddit Sentiment

42°
Neutral
Bearish Neutral Bullish
8 mentions 2 bullish 4 bearish
9 institutional holders with $849.9M total value (38,542,152 shares) as of 2025-Q4. Top holders: VANGUARD, NORGES, MORGAN. Net selling activity: 3 institutions trimmed/exited vs 2 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC25,855,518$570.1M67.1%
2NORGES BANK3,855,764$85.0M10.0%NEW
3MORGAN STANLEY3,800,349$83.8M9.9%ADD +71.3%
4CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,236,802$71.4M8.4%NEW
5BANK OF AMERICA CORP /DE/792,528$17.5M2.1%TRIM -61.7%
6FMR LLC695,221$15.3M1.8%NEAR_EXIT -92.7%
7RENAISSANCE TECHNOLOGIES LLC131,664$2.9M0.3%NEAR_EXIT -85.9%
8TWO SIGMA INVESTMENTS, LP127,222$2.8M0.3%NEW
9WELLS FARGO & COMPANY/MN47,084$1.0M0.1%TRIM -63.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW3,855,764$85.0M2025-Q4
BANK OF AMERICA CORP /DE/TRIM2,069,889792,528-61.7%$17.5M2025-Q4
FMR LLCNEAR_EXIT9,542,247695,221-92.7%$15.3M2025-Q4
RENAISSANCE TECHNOLOGIES LLCNEAR_EXIT934,064131,664-85.9%$2.9M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW127,222$2.8M2025-Q4
FMR LLCTRIM14,086,6109,542,247-32.3%$171.1M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED742,5752,069,889+178.7%$37.1M2025-Q3
RENAISSANCE TECHNOLOGIES LLCADD639,564934,064+46.0%$16.7M2025-Q3
NORGES BANKEXIT5,037,9620-100.0%$0.002025-Q3
NORGES BANKNEW5,037,962$58.7M2025-Q2
MORGAN STANLEYADD2,784,4434,768,875+71.3%$55.6M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED355,906742,575+108.6%$8.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW639,564$7.5M2025-Q2
TWO SIGMA INVESTMENTS, LPEXIT244,3150-100.0%$0.002025-Q2
FMR LLCADD7,503,74212,450,571+65.9%$156.4M2025-Q1
UBS Group AGTRIM4,679,7803,478,439-25.7%$43.7M2025-Q1
CITADEL ADVISORS LLCTRIM7,845,1122,327,360-70.3%$29.2M2025-Q1
TWO SIGMA INVESTMENTS, LPADD137,158244,315+78.1%$3.1M2025-Q1
Fund 1 Investments, LLCEXIT378,0990-100.0%$0.002025-Q1
NORGES BANKEXIT5,711,0820-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED3,598,4017,845,112+118.0%$132.8M2024-Q4
UBS Group AGDOUBLED179,2634,679,780+2510.6%$79.2M2024-Q4
Fund 1 Investments, LLCNEW378,099$6.4M2024-Q4
WELLS FARGO & COMPANY/MNTRIM131,14648,210-63.2%$816.2K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW2,661,876$41.8M2024-Q3
8 unique insiders with 17 transactions. Net insider value: -$3.5M ($0.00 bought, $3.5M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
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 & CEOM98,597$0.00$0.00
Apr 3, 2026Spring AntonyChairman & CEOM98,597$0.00$0.00
Apr 3, 2026Preston Tracy MEVP, CLO & Corporate SecretaryM13,146$0.00$0.00
Apr 3, 2026Kirgan Danielle L.EVP, Chief HR OfficerM19,719$0.00$0.00
Apr 3, 2026Preston Tracy MEVP, CLO & Corporate SecretaryM13,146$0.00$0.00
Apr 3, 2026Kirgan Danielle L.EVP, Chief HR OfficerM19,719$0.00$0.00
Apr 3, 2026Griscom PaulSVP and ControllerM2,629$0.00$0.00
Apr 3, 2026Griscom PaulSVP and ControllerM2,629$0.00$0.00
Apr 3, 2026Bron OlivierCEO, Bloomingdale'sM13,146$0.00$0.00
Apr 3, 2026Bron OlivierCEO, Bloomingdale'sM13,146$0.00$0.00
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 RichardDirectorA1,366$20.12$27.5K
Mar 31, 2026MARKEE RICHARD LDirectorA1,366$20.12$27.5K
Mar 31, 2026Sesler Douglas WilliamDirectorA1,366$20.12$27.5K
Mar 31, 2026Spring AntonyChairman & CEOM28,588$0.00$0.00
Mar 31, 2026Spring AntonyChairman & CEOM28,588$0.00$0.00
Mar 31, 2026Griscom PaulSVP and ControllerM1,715$0.00$0.00
Mar 31, 2026Kirgan Danielle L.EVP, Chief HR OfficerM12,864$0.00$0.00
Mar 31, 2026Kirgan Danielle L.EVP, Chief HR OfficerM12,864$0.00$0.00
Mar 31, 2026Griscom PaulSVP and ControllerM1,715$0.00$0.00
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 & CEOM53,152$0.00$0.00
Mar 28, 2026Preston Tracy MEVP, CLO & Corporate SecretaryM7,504$0.00$0.00
Mar 28, 2026Spring AntonyChairman & CEOM53,152$0.00$0.00
Mar 28, 2026Kirgan Danielle L.EVP, Chief HR OfficerM11,256$0.00$0.00
Mar 28, 2026Kirgan Danielle L.EVP, Chief HR OfficerM11,256$0.00$0.00
Mar 28, 2026Bron OlivierCEO, Bloomingdale'sM7,504$0.00$0.00
Mar 28, 2026Preston Tracy MEVP, CLO & Corporate SecretaryM7,504$0.00$0.00
Mar 28, 2026Bron OlivierCEO, Bloomingdale'sM7,504$0.00$0.00
Mar 28, 2026Griscom PaulSVP and ControllerM1,501$0.00$0.00
Mar 28, 2026Griscom PaulSVP and ControllerM1,501$0.00$0.00
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 & CEOA103,984$0.00$0.00
Mar 26, 2026Spring AntonyChairman & CEOF6,092$18.49$112.6K
Mar 26, 2026Spring AntonyChairman & CEOA286,641$0.00$0.00
Mar 26, 2026Kirgan Danielle L.EVP, Chief HR OfficerA46,789$0.00$0.00

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

$20.10 mean target -9.3% upside Sell (2.92)
$9.00 Low $25.00 High
MetricValue
Current Price$22.16
Target Low$9.00
Target Mean$20.10
Target Median$20.50
Target High$25.00
# Analysts10
RecommendationSell (2.92)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$0.36 $0.31 $0.39 16.7% +3.8% 1↑ 0↓ $4.8B -1.0% 6
Next Q
2026-10-31
$-0.04 $-0.15 $0.04 -140.7% -1056.8% 1↑ 0↓ $4.6B -1.5% 6
Current FY
2027-01-31
$2.09 $2.00 $2.20 -9.8% -0.1% 1↑ 0↓ $21.6B -0.7% 9
Next FY
2028-01-31
$2.21 $1.95 $2.67 5.8% +1.0% 0↑ 1↓ $21.3B -1.3% 11

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.362
7d ago$0.349+0.013
30d ago$0.348+0.013
60d ago$0.344+0.018
90d ago$0.377-0.015
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 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
Dec 12, 2025 Jefferies MAINTAIN Buy Buy
Dec 10, 2025 Guggenheim INITIATE Neutral

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/pennystocks Bearish 2mo ago
Wes Edens buys 100$M of debt out of $NFE!! Skin in the game
▲ 1 💬 1 ⚡ 0.5
r/stocks Bearish 1mo ago
Earnings Week: Best Long Call Picks?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 3d 20h ago
Macys earnings this week $M
▲ 1 💬 0 ⚡ 0.5
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 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.
May 8, 2026
short_volume
Short Volume: M — 60.0% short (0.7M / 1.2M)
Short: 728,403 | Exempt: 7,781 | TRF Vol: 1,214,705 | Short Ratio: 60.0% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: M — 56.3% short (1.0M / 1.8M)
Short: 1,032,401 | Exempt: 7,590 | TRF Vol: 1,834,249 | Short Ratio: 56.3% | Off-exchange volume (dark pool + OTC)