Macy’s (M) Expected to Announce Quarterly Earnings on Thursday

Macy’s (NYSE:M) is expected to post its Q4 2026 results before the market opens on Thursday, March 5th. Analysts expect Macy’s to post earnings of $1.55 per share and revenue of $7.4831 billion for the quarter. Macy’s has set its FY 2025 guidance at 2.000-2.20 EPS. Interested persons may review the information on the company’s upcoming Q4 2026 earning report for the latest details on the call scheduled for Wednesday, March 4, 2026 at 12:30 PM ET.

Macy’s (NYSE:M) last released its quarterly earnings results on Wednesday, December 3rd. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.13) by $0.22. Macy’s had a return on equity of 15.57% and a net margin of 2.10%.The firm had revenue of $4.91 billion for the quarter, compared to the consensus estimate of $4.52 billion. During the same quarter last year, the business posted $0.04 EPS. The firm’s quarterly revenue was down .6% compared to the same quarter last year. On average, analysts expect Macy’s to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Macy’s Price Performance

Shares of NYSE M opened at $20.31 on Thursday. The stock has a market cap of $5.40 billion, a P/E ratio of 12.01 and a beta of 1.50. Macy’s has a twelve month low of $9.76 and a twelve month high of $24.41. The stock has a 50 day moving average of $21.79 and a two-hundred day moving average of $19.50. The company has a current ratio of 1.25, a quick ratio of 0.18 and a debt-to-equity ratio of 0.56.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Evercore increased their price target on shares of Macy’s from $14.00 to $21.00 and gave the stock a “cautious” rating in a research note on Friday, December 5th. Morgan Stanley upped their target price on shares of Macy’s from $20.00 to $21.00 and gave the company an “equal weight” rating in a report on Friday, December 5th. Weiss Ratings reissued a “hold (c)” rating on shares of Macy’s in a report on Monday, December 29th. Jefferies Financial Group began coverage on Macy’s in a research report on Wednesday, January 14th. They issued a “buy” rating and a $27.00 price target on the stock. Finally, Guggenheim began coverage on Macy’s in a research note on Tuesday, December 9th. They set a “neutral” rating for the company. One analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, Macy’s presently has an average rating of “Reduce” and a consensus target price of $20.50.

Insider Activity

In related news, EVP Danielle L. Kirgan sold 85,000 shares of the business’s stock in a transaction that occurred on Thursday, December 11th. The stock was sold at an average price of $23.92, for a total value of $2,033,200.00. Following the completion of the sale, the executive vice president owned 51,161 shares of the company’s stock, valued at approximately $1,223,771.12. The trade was a 62.43% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. 1.09% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the company. Dimensional Fund Advisors LP lifted its position in shares of Macy’s by 3.2% during the 4th quarter. Dimensional Fund Advisors LP now owns 16,145,972 shares of the company’s stock worth $356,020,000 after buying an additional 494,280 shares during the period. State Street Corp raised its stake in Macy’s by 0.5% during the second quarter. State Street Corp now owns 9,420,372 shares of the company’s stock worth $111,547,000 after acquiring an additional 45,997 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its holdings in shares of Macy’s by 39.9% during the third quarter. Arrowstreet Capital Limited Partnership now owns 5,950,950 shares of the company’s stock valued at $106,701,000 after acquiring an additional 1,697,412 shares during the period. Invesco Ltd. lifted its holdings in shares of Macy’s by 160.5% during the second quarter. Invesco Ltd. now owns 4,283,107 shares of the company’s stock valued at $49,941,000 after acquiring an additional 2,639,132 shares during the period. Finally, AQR Capital Management LLC boosted its stake in shares of Macy’s by 42.7% in the 4th quarter. AQR Capital Management LLC now owns 4,000,339 shares of the company’s stock valued at $87,687,000 after purchasing an additional 1,197,785 shares in the last quarter. 87.36% of the stock is currently owned by institutional investors and hedge funds.

Macy’s Company Profile

Macy’s, Inc is a leading American omnichannel retailer operating under the Macy’s brand, as well as specialty divisions Bloomingdale’s and Bluemercury. The company’s retail portfolio encompasses full-line department stores, fashion-focused specialty outlets and a high-end beauty chain, offering consumers a wide array of apparel, footwear, accessories, cosmetics and home furnishings. Through its integrated network of physical stores and digital platforms, Macy’s seeks to deliver a seamless shopping experience that blends in-store service with online convenience.

The company’s product assortment spans men’s, women’s and children’s clothing, beauty and personal care products, housewares and home décor.