Macerich Gestion
Gestion contrôle des critères 2/4
Le PDG Macerich est Jackson Hsieh, nommé en Mar2024, a un mandat de 2.5 ans. La rémunération annuelle totale est $ 15.05M, composée du salaire de 6.6% et des bonus 93.4%, y compris les actions et options de la société. détient directement 0.08% des actions de la société, d'une valeur de $ 5.32M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 2.5 ans et 4.5 ans.
Informations clés
Jackson Hsieh
Directeur général
US$15.0m
Rémunération totale
| Pourcentage du salaire du PDG | 6.65% |
| Durée du mandat du directeur général | 2.5yrs |
| Propriété du PDG | 0.08% |
| Durée moyenne d'occupation des postes de direction | 2.5yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Sep 03
MAC: Forward Equity Raise And Leasing Progress Will Shape Medium Term Upside
For Macerich, the analyst price target update reflects a modest uplift in fair value from $21.23 to $22.85, as analysts factor in steady progress on the company's "Path Forward" plan, ongoing leasing momentum, and updated expectations for margins and future earnings multiples across recent research. Analyst Commentary Recent research on Macerich shows a mix of support for the "Path Forward" plan and fresh caution around how much upside is already reflected in the stock.
Mise à jour du récit • Aug 18
MAC: Path Forward Plan And Financing Moves Will Guide Balanced Repricing Potential
The analyst price target for Macerich has moved modestly higher, with the updated fair value estimate rising from $25.75 to $26.63 as analysts cite ongoing leasing progress, Path Forward Plan execution, and adjusted retail REIT models following recent earnings updates. Analyst Commentary Recent research updates on Macerich give you a mixed but generally constructive picture, with many firms lifting price targets while still watching execution risk around the Path Forward Plan, acquisitions, and valuation.Mise à jour du récit • Aug 04
MAC: Equity Raises For Acquisitions May Cap Upside Despite Path Forward Progress
The updated Macerich price target of $21.23 reflects a modest increase from $19.85, aligning with analysts' higher $24 to $30 targets that are supported by progress on the Path Forward Plan, leasing momentum, adjusted FFO outlooks, and acquisition funding capacity. Analyst Commentary Recent research on Macerich shows a mix of optimism on the Path Forward Plan and leasing progress, alongside a clear pocket of caution around valuation, execution risk, and the durability of growth.Mise à jour du récit • Jul 21
MAC: Path Forward Plan And Equity Raises Will Shape Balanced Repricing Potential
The analyst price target for Macerich has been raised from $24.31 to $25.75. This change reflects analysts' updated views on the company's "Path Forward Plan," leasing progress, acquisition funding from recent equity issuance, and revised FFO and valuation assumptions across several firms.Mise à jour du récit • Jul 07
MAC: Equity Raises And Path Forward Execution Risks May Limit Upside
The analyst price target for Macerich has been lifted from $19.00 to about $19.85 as analysts factor in higher price objectives across the Street, citing progress on the "Path Forward Plan," improved leasing trends, updated FFO assumptions, and the potential impact of recent acquisition and funding activity. Analyst Commentary Recent Street research on Macerich shows a mix of optimism about the Path Forward Plan and leasing progress, alongside a pocket of caution around valuation, funding choices, and execution risk on longer term earnings targets.Seeking Alpha • Jun 25
Macerich: Growth Story Hobbled By Debt
Summary Macerich is undergoing a major transformation, focusing on high-performing Class A malls and targeting Gen Z consumers for future growth. Despite impressive portfolio streamlining and leasing momentum, MAC remains constrained by high debt levels, elevated interest rates, and a below-average dividend yield. FFO per share is forecast to grow 11.3% in 2026 and 11.9% in 2027, with acquisitions and dispositions expected to balance out in 2026. Read the full article on Seeking AlphaMise à jour du récit • Jun 23
MAC: Path Forward Plan And Equity Raises May Support Measured Repricing Ahead
The analyst price target for Macerich has been raised from $23.13 to $24.31, with analysts citing progress on the "Path Forward" plan, improved earnings visibility, and updated targets across multiple firms as key drivers behind the change. Analyst Commentary Recent research on Macerich reflects a mix of optimism around the "Path Forward" plan and more cautious views on valuation and execution risk.Article d’analyse • Jun 17
Macerich (MAC) Stock Could Be 25.5% Below Fair Value Despite Mixed Valuation Views
Macerich (MAC) stock has drawn investor attention after its recent performance, with the share price closing at $23.75 and total return figures highlighting a mix of shorter and longer term outcomes. See our latest analysis for Macerich. Recent trading has been choppy for Macerich, with the share price falling 5.34% over the last day even after a 30 day share price return of 9.95% and a year to date share price return of 28.24%. The 1 year total shareholder return of 55.45% and 3 year total...Mise à jour du récit • Jun 07
MAC: Path Forward Plan And Deleveraging May Support Measured Repricing Ahead
Narrative Update The analyst price target for Macerich moves from $21.63 to $23.13 as analysts respond to the company's "Path Forward Plan," completed balance sheet deleveraging and portfolio simplification, modest guidance adjustments, and updated models following recent equity and earnings developments. Analyst Commentary Recent research on Macerich shows a mix of optimism and caution, with several firms updating models and price targets following the "Path Forward Plan," balance sheet changes, and an equity raise.Mise à jour du récit • May 24
MAC: Equity Raise And Execution Risks Will Cap Future Upside Potential
Analysts have lifted the price target on Macerich to $19.00 from $15.58, citing refreshed models that reflect updated guidance, adjusted expectations for revenue decline and margins, and a range of recent price target increases across the Street. Analyst Commentary Recent Street research around Macerich points to a mix of optimism on execution and balance sheet progress, alongside ongoing debate about how fully the stock already reflects these improvements.Mise à jour du récit • May 07
MAC: Path Forward Execution And Deleveraging May Support Balanced Repricing Ahead
Analysts have raised their average price target for Macerich by a few dollars to reflect recent target increases across several research firms, citing progress on the company's multi year "Path Forward Plan," asset sales, and balance sheet improvement as key supports for the updated view. Analyst Commentary Recent research updates present a mixed picture on Macerich, with several price target increases and a couple of rating changes that highlight both improving execution and ongoing debates about valuation and risk.Mise à jour du récit • Apr 20
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.Mise à jour du récit • Apr 05
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.Mise à jour du récit • Mar 21
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.Mise à jour du récit • Mar 07
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.Mise à jour du récit • Feb 20
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.Mise à jour du récit • Feb 06
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.Mise à jour du récit • Jan 22
MAC: 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.Mise à jour du récit • Jan 08
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.Mise à jour du récit • Sep 20
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.
Nouveau récit • Feb 10
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.Seeking Alpha • Jan 07
Is Macerich Now A Buy?
Summary Macerich has rallied heavily over the last year as market enthusiasm builds over its Path Forward Plan. The REIT is currently trading for 13.5x times its annualized third-quarter FFO and offers a modest 3.31% dividend yield. The November equity offering should be accretive, but revenue is set to dip in future quarters on asset sales and givebacks. Read the full article on Seeking AlphaAnalyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | -US$170m |
| Mar 31 2026 | n/a | n/a | -US$184m |
| 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$195m |
Rémunération vs marché: La rémunération totale de Jackson ($USD 15.05M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 8.43M ).
Rémunération et revenus: La rémunération de Jackson a augmenté alors que l'entreprise n'est pas rentable.
PDG
Jackson Hsieh (65 yo)
2.5yrs
Titularisation
US$15,047,450
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.5yrs | US$15.05m | 0.080% $ 5.3m | |
| CFO, Treasurer & Senior EVP | 1.8yrs | US$4.20m | pas de données | |
| Senior EVP | 8.5yrs | US$4.00m | 0.0073% $ 484.8k | |
| Senior EVP & Head of Leasing | no data | US$4.05m | 0.028% $ 1.8m | |
| Independent Director | no data | US$277.49k | 0.0030% $ 199.0k | |
| Executive Vice President of Investments | no data | pas de données | pas de données | |
| Senior VP & Chief Accounting Officer | 7.7yrs | pas de données | 0% $ 0 | |
| Senior Vice President of Information Technology | no data | pas de données | pas de données | |
| Vice President of Finance & Investor Relations | no data | pas de données | pas de données | |
| Senior Vice President of Marketing | no data | pas de données | pas de données | |
| Senior Vice President of Real Estate | no data | pas de données | pas de données | |
| Executive Vice President of Enterprise Operations | 1.2yrs | pas de données | pas de données |
2.5yrs
Durée moyenne de l'emploi
62yo
Âge moyen
Gestion expérimentée: L'équipe de direction de MAC est considérée comme expérimentée (ancienneté moyenne 2.5 ans).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 2.5yrs | US$15.05m | 0.080% $ 5.3m | |
| Independent Director | 13.7yrs | US$277.49k | 0.0030% $ 199.0k | |
| Vice Chairman Emeritus | no data | pas de données | pas de données | |
| Independent Director | 4.7yrs | US$241.97k | 0.026% $ 1.7m | |
| Independent Director | 2.2yrs | US$234.99k | 0.052% $ 3.5m | |
| Independent Director | 1.6yrs | US$261.81k | 0.0032% $ 214.4k | |
| Independent Director | 8.3yrs | US$251.86k | 0.0017% $ 111.5k | |
| Independent Chairman | 11.3yrs | US$399.98k | 0.0065% $ 433.4k | |
| Independent Director | 4.3yrs | US$232.49k | 0.010% $ 670.5k |
4.5yrs
Durée moyenne de l'emploi
65yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de MAC sont considérés comme expérimentés (ancienneté moyenne 4.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/14 11:15 |
| Cours de l'action en fin de journée | 2026/09/14 00:00 |
| Les revenus | 2026/06/30 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l' qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
The Macerich Company est couverte par 35 analystes. 5 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| null null | Argus Research Company |
| Ross Smotrich | Barclays |
| Paul Adornato | BMO Capital Markets Equity Research |