MAC
MACERICH CO
$23.39
-1.14%
$6.4B
No data for this timeframe.
Vol
Market Cap$6.4B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders7 funds
Inst. Value$1.3B
Inst. Activity2 buys / 2 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 sold 9,520 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
Hirsch Daniel J. sold 6,720 shares
Director @ $0.00 ($0.00)
Jun 1, 2026
Insider
Murphy Devin Ignatius sold 6,720 shares
Director @ $0.00 ($0.00)
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.
NORGES BANK — NEW
3,625,338 shares ($66.9M)
Price Targets
$23.13
-5.2% upside
Sell
Current $24.39
Low $19.00
Median $23.50
High $27.00
16 analysts
$19.00
$27.00
Analyst Ratings
5Strong Buy
6Buy
6Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| 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 |
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 |
|---|---|---|
| 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 | — |
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 |
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 |
7 unique insiders with 0 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 | A | 9,520 | $0.00 | $0.00 |
| Jun 1, 2026 | Hirsch Daniel J. | Director | A | 6,720 | $0.00 | $0.00 |
| Jun 1, 2026 | Murphy Devin Ignatius | Director | A | 6,720 | $0.00 | $0.00 |
| Jun 1, 2026 | Lowenthal Marianne | Director | A | 6,720 | $0.00 | $0.00 |
| Jun 1, 2026 | Stephen Andrea M | Director | A | 6,720 | $0.00 | $0.00 |
| Jun 1, 2026 | LAING DIANA | Director | A | 6,720 | $0.00 | $0.00 |
| Jun 1, 2026 | HERNANDEZ ENRIQUE JR | Director | A | 6,720 | $0.00 | $0.00 |
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
$23.13 mean target
-5.2% upside
Sell (2.13)
$19.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $24.39 |
| Target Low | $19.00 |
| Target Mean | $23.13 |
| Target Median | $23.50 |
| Target High | $27.00 |
| # 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 | 2.7% | 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 | 2.6% | 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 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