Macerich Dirección
Dirección controles de criterios 2/4
El CEO de Macerich es Jackson Hsieh , nombrado en Mar 2024, tiene una permanencia de 2.17 años. compensación anual total es $15.05M, compuesta por 6.6% salario y 93.4% primas, incluidas acciones y opciones de la empresa. posee directamente un 0.087% de las acciones de la empresa, por valor de $5.14M. La antigüedad media del equipo directivo y de la junta directiva es de 2.2 años y 4.2 años, respectivamente.
Información clave
Jackson Hsieh
Chief Executive Officer (CEO)
US$15.0m
Compensación total
| Porcentaje del salario del CEO | 6.65% |
| Permanencia del CEO | 2.2yrs |
| Participación del CEO | 0.09% |
| Permanencia media de la dirección | 2.2yrs |
| Promedio de permanencia en la Junta Directiva | 4.2yrs |
Actualizaciones recientes de la dirección
Recent updates
MAC: Path Forward Execution And Deleveraging Support Balanced Outlook As Models Update
The analyst price target for Macerich edges up from $21.38 to $21.63, as analysts factor in a modestly lower discount rate, steady revenue and margin assumptions, and recent Street research that highlights execution on the "Path Forward Plan," asset sales, deleveraging, and updated valuation models across several firms. Analyst Commentary Recent Street research on Macerich reflects a mix of optimism about the company’s execution and balance sheet progress, alongside ongoing caution on valuation and long term earnings power.MAC: Path Forward Execution And Deleveraging Shape Balanced Outlook For Future Returns
Analysts nudged Macerich's fair value estimate to $21.38 from $21.19, citing updated models that reflect improved profit margin assumptions, a lower discount rate, and recent price target increases across the Street. Analyst Commentary Recent Street research on Macerich clusters around higher price targets and rating changes, with opinions split between optimism on execution and caution on valuation and sector fundamentals.MAC: Path Forward Deleveraging And Asset Sales Will Drive Future Returns
The analyst price target for Macerich increases from $21.13 to $21.19 as analysts factor in updated models, recent price target revisions across the Street, and progress against the company's multi-year "Path Forward Plan." Analyst Commentary Recent research updates on Macerich reflect a mix of optimism around execution on the "Path Forward Plan" and caution on valuation and sector fundamentals. Price targets now span from the high teens to the mid twenties, with ratings ranging from Sell to Overweight.MAC: Path Forward Execution And Deleveraging Will Shape Future Returns
The analyst price target for Macerich has moved higher to $21.13 from $20.13 as analysts point to updated expectations for the company’s Path Forward Plan, improving margin assumptions and revised P/E and discount rate inputs in recent research. Analyst Commentary Recent Street research on Macerich shows a mix of optimism around execution on the Path Forward Plan and caution around valuation and sector headwinds.
MAC: Peak Fundamentals And Occupancy Levels Will Limit Future Upside Potential
Analysts have lifted their price targets on Macerich, including one increase to $21. This change reflects updated views on discount rates, revenue trends, profit margins, and future P/E assumptions.MAC: Sector Peak Concerns And Occupancy Expectations Will Shape Future Returns
Analysts have nudged their fair value estimate for Macerich up from about $19.86 to $20.13, citing a series of recent price target increases and updated sector views that reflect current expectations for occupancy and earnings quality. Analyst Commentary Bullish Takeaways Bullish analysts highlight the series of price target resets, from US$18 to US$19 and then above US$20, as support for a modestly higher fair value range for the shares.Macerich: Deleveraging Balance Sheet And Redevelopments To Limit Downside Risk
Feb 03MAC: Peak Occupancy Concerns Will Constrain Future Upside Potential
Narrative update on Macerich Analysts have nudged their fair value estimate for Macerich to about US$15.58 from US$15.00, reflecting recent price target increases across the Street as they refresh assumptions on growth, margins and long term P/E expectations. Analyst Commentary Recent Street research on Macerich has centered on refreshed price targets and sector views as firms revisit their models for U.S. real estate and REITs. While individual targets differ, the common thread is a reassessment of mall and shopping center fundamentals alongside updated assumptions for occupancy and earnings power.MAC: Lower Discount Rate And P/E Assumptions Will Shape Future Returns
Narrative update on Macerich Analysts have lifted their price target on Macerich to about $19.86 from $19.53, reflecting updated views on discount rates, revenue trends, margins and long term P/E assumptions, in line with recent Street research that raised one target to $19. Analyst Commentary Recent commentary focuses on how updated discount rates, revenue trends, margin assumptions and long term P/E expectations feed into the fair value range for Macerich.Experiential Retail Trends Will Revitalize Urban Leasing
Analysts modestly increased Macerich’s price target to $19.53, citing improved Q2 performance and a sector-wide REIT valuation reassessment, though concerns about the company’s risk profile persist. Analyst Commentary Bullish analysts increased price targets following updated financial models that reflect improved Q2 performance.
Rising Interest Rates And Debt Reduction Plans May Erode Future Earnings
Reducing debt and strategic asset sales may cause revenue instability and transitional earnings impacts during restructuring efforts.Is Macerich Now A Buy?
Jan 07Macerich: Old Retail Is Fading
Oct 16Macerich: Probability Of Better Dividends Is Weak
Aug 01Macerich: Increased Headwinds And Higher Valuation Reduce Investment Appeal (Rating Downgrade)
May 01Análisis de compensación del CEO
| Fecha | Compensación total | Salario | Ingresos de la empresa |
|---|---|---|---|
| Dec 31 2025 | US$15m | US$1m | -US$198m |
| Sep 30 2025 | n/a | n/a | -US$390m |
| Jun 30 2025 | n/a | n/a | -US$411m |
| Mar 31 2025 | n/a | n/a | -US$118m |
| Dec 31 2024 | US$15m | US$812k | -US$195m |
Compensación vs. Mercado: La compensación total de Jackson($USD15.05M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.54M).
Compensación vs. Ingresos: La compensación de Jackson ha aumentado mientras la empresa no es rentable.
CEO
Jackson Hsieh (64 yo)
Mr. Jackson Hsieh serves as President, Chief Executive Officer and Director at The Macerich Company since March 01, 2024. He was President, Chief Executive Officer & Director of Spirit Realty Capital since...
Equipo directivo
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.2yrs | US$15.05m | 0.087% $ 5.1m | |
| CFO, Treasurer & Senior EVP | 1.5yrs | US$4.20m | sin datos | |
| Senior EVP | 8.2yrs | US$4.00m | 0.0079% $ 468.3k | |
| Senior EVP & Head of Leasing | no data | US$4.05m | 0.030% $ 1.8m | |
| Executive Vice President of Investments | no data | sin datos | sin datos | |
| Senior VP & Chief Accounting Officer | 7.3yrs | sin datos | 0.00033% $ 19.5k | |
| Senior Vice President of Information Technology | no data | sin datos | sin datos | |
| Vice President of Finance & Investor Relations | no data | sin datos | sin datos | |
| Senior Vice President of Marketing | no data | sin datos | sin datos | |
| Senior Vice President of Real Estate | no data | sin datos | sin datos | |
| Executive Vice President of Enterprise Operations | less than a year | sin datos | sin datos | |
| Senior Vice President of Leasing | no data | sin datos | sin datos |
Equipo directivo experimentado: El equipo directivo de MAC se considera experimentado (2.2 años antigüedad media).
Miembros de la Junta
| Nombre | Posición | Permanencia | Compensación | Propiedad |
|---|---|---|---|---|
| President | 2.2yrs | US$15.05m | 0.087% $ 5.1m | |
| Vice Chairman Emeritus | no data | sin datos | sin datos | |
| Independent Director | 4.3yrs | US$241.97k | 0.014% $ 802.6k | |
| Independent Director | 1.8yrs | US$234.99k | 0.057% $ 3.3m | |
| Independent Director | 1.3yrs | US$261.81k | 0.0035% $ 206.7k | |
| Independent Director | 13.3yrs | US$277.49k | 0.0032% $ 191.9k | |
| Independent Director | 7.9yrs | US$251.86k | 0.0018% $ 107.5k | |
| Independent Chairman | 11yrs | US$399.98k | 0.0071% $ 418.7k | |
| Independent Director | 4yrs | US$232.49k | 0.011% $ 647.3k |
Junta con experiencia: La junta directiva de MAC se considera experimentada (4.2 años de antigüedad promedio).
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/01 22:22 |
| Precio de las acciones al final del día | 2026/05/01 00:00 |
| Beneficios | 2025/12/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
The Macerich Company está cubierta por 34 analistas. 7 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| null null | Argus Research Company |
| Ross Smotrich | Barclays |
| Paul Adornato | BMO Capital Markets Equity Research |