Macerich（M6G）株式概要当社は主に、地域社会の中核となる40の地域小売センターの権益から成る4,300万平方フィートの不動産を所有している。 詳細M6G ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績0/6財務の健全性0/6配当金3/6報酬当社が推定した公正価値より53.6%で取引されている 収益は年間86.64%増加すると予測されています リスク分析利払いは収益で十分にカバーされない 不安定な配当実績 すべてのリスクチェックを見るM6G Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW473,437 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA473,437 investors already sharing narrativesYour Fair Value€Current Price€20.8094.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-411m1b2016201920222025202620282031Revenue US$1.2bEarnings US$549.7mAdvancedSet Fair ValueView all narrativesThe Macerich Company 競合他社Hamborner REITSymbol: XTRA:HABAMarket cap: €353.4mDeutsche Konsum Real EstateSymbol: XTRA:DKGMarket cap: €150.0mPhillips EdisonSymbol: NasdaqGS:PECOMarket cap: US$5.7bChoice Properties Real Estate Investment TrustSymbol: TSX:CHP.UNMarket cap: CA$11.3b価格と性能株価の高値、安値、推移の概要Macerich過去の株価現在の株価US$20.8052週高値US$22.8052週安値US$13.81ベータ2.071ヶ月の変化-2.80%3ヶ月変化11.83%1年変化42.81%3年間の変化98.10%5年間の変化61.55%IPOからの変化-50.81%最新ニュースDeclared Dividend • Aug 10Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 14th September 2026 Payment date: 28th September 2026 Dividend yield will be 3.1%, which is lower than the industry average of 5.6%.お知らせ • Aug 05The Macerich Company Declares Quarterly Cash Dividend on Its Common Shares, Payable on September 28, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 28, 2026, to stockholders of record at the close of business on September 14, 2026.Reported Earnings • Aug 05Second quarter 2026 earnings released: US$0.099 loss per share (vs US$0.16 loss in 2Q 2025)Second quarter 2026 results: US$0.099 loss per share (improved from US$0.16 loss in 2Q 2025). Revenue: US$249.7m (flat on 2Q 2025). Net loss: US$27.1m (loss narrowed 34% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 15The Macerich Company to Report Q2, 2026 Results on Aug 04, 2026The Macerich Company announced that they will report Q2, 2026 results After-Market on Aug 04, 2026New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding).お知らせ • Jun 17+ 1 more updateThe Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $23.9 Discount Per Security: $0.77675最新情報をもっと見るRecent updatesDeclared Dividend • Aug 10Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 14th September 2026 Payment date: 28th September 2026 Dividend yield will be 3.1%, which is lower than the industry average of 5.6%.お知らせ • Aug 05The Macerich Company Declares Quarterly Cash Dividend on Its Common Shares, Payable on September 28, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 28, 2026, to stockholders of record at the close of business on September 14, 2026.Reported Earnings • Aug 05Second quarter 2026 earnings released: US$0.099 loss per share (vs US$0.16 loss in 2Q 2025)Second quarter 2026 results: US$0.099 loss per share (improved from US$0.16 loss in 2Q 2025). Revenue: US$249.7m (flat on 2Q 2025). Net loss: US$27.1m (loss narrowed 34% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 15The Macerich Company to Report Q2, 2026 Results on Aug 04, 2026The Macerich Company announced that they will report Q2, 2026 results After-Market on Aug 04, 2026New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding).お知らせ • Jun 17+ 1 more updateThe Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $23.9 Discount Per Security: $0.77675お知らせ • Jun 16The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000Upcoming Dividend • Jun 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 29 June 2026. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (6.7%).Declared Dividend • May 21First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th June 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is lower than the industry average of 5.6%.お知らせ • May 13The Macerich Company has completed a Follow-on Equity Offering in the amount of $403.2 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $403.2 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,200,000 Price\Range: $21 Discount Per Security: $0.6825お知らせ • May 12The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 16,000,000お知らせ • May 06The Macerich Company announces Quarterly dividend, payable on June 29, 2026The Macerich Company announced Quarterly dividend of USD 0.1700 per share payable on June 29, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.お知らせ • Apr 23The Macerich Company, Annual General Meeting, Jun 01, 2026The Macerich Company, Annual General Meeting, Jun 01, 2026.お知らせ • Apr 01The Macerich Company to Report Q1, 2026 Results on May 06, 2026The Macerich Company announced that they will report Q1, 2026 results After-Market on May 06, 2026お知らせ • Feb 13The Macerich Company Declares Quarterly Cash Dividend, Payable on March 30, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 30, 2026, to stockholders of record at the close of business on March 16, 2026.お知らせ • Feb 10The Macerich Company to Report Q4, 2025 Results on Feb 18, 2026The Macerich Company announced that they will report Q4, 2025 results After-Market on Feb 18, 2026お知らせ • Oct 31Macerich Company Declares the Quarterly Dividend on Its Common Shares, Payable on December 29, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 29, 2025, to stockholders of record at the close of business on December 15, 2025.お知らせ • Oct 17The Macerich Company to Report Q3, 2025 Results on Nov 04, 2025The Macerich Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025お知らせ • Aug 01+ 1 more updateThe Macerich Company Declares Quarterly Cash Dividend Payable on September 23, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 23, 2025, to stockholders of record at the close of business on September 9, 2025.お知らせ • Jul 18The Macerich Company to Report Q2, 2025 Results on Aug 11, 2025The Macerich Company announced that they will report Q2, 2025 results After-Market on Aug 11, 2025お知らせ • Apr 29The Macerich Company Declares Quarterly Cash Dividend, Payable on June 17, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on June 17, 2025, to stockholders of record at the close of business on June 3, 2025.お知らせ • Apr 25The Macerich Company, Annual General Meeting, Jun 02, 2025The Macerich Company, Annual General Meeting, Jun 02, 2025.お知らせ • Apr 23The Macerich Company to Report Q1, 2025 Results on May 12, 2025The Macerich Company announced that they will report Q1, 2025 results Pre-Market on May 12, 2025お知らせ • Mar 21Eric K. Brandt Inform Not Stand for Re-Election as Director of the Macerich CompanyOn March 12, 2025, Eric K. Brandt announced that the Board of Directors of The Macerich Company that he will not stand for re-election as a director of the Company at the 2025 annual meeting of stockholders. Mr. Brandt currently serves as chair of the capital allocation committee and is a member of the compensation committee of the Board and will continue to serve on the Board and maintain his committee positions through the 2025 Annual Meeting. Mr. Brandt's decision not to stand for re-election was not the result of any disagreement with the Company on any matter related to the Company's operations, policies, or practices. In connection with Mr. Brandt's decision, the Board approved a reduction in the size of the Board from nine members to eight members, with such reduction effective as of the 2025 Annual Meeting.お知らせ • Feb 14The Macerich Company Declares Quarterly Cash Dividend, Payable on March 18, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 18, 2025, to stockholders of record at the close of business on March 4, 2025.お知らせ • Jan 31The Macerich Company to Report Q4, 2024 Results on Feb 27, 2025The Macerich Company announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025お知らせ • Jan 24The Macerich Company Appoints Devin Murphy to its Board of Directors, Effective February 1, 2025The Macerich Company announced the appointment of Devin Murphy to its Board of Directors, effective February 1, 2025. With the addition of Mr. Murphy, Macerich’s Board will have nine directors, eight of whom are independent. A seasoned retail REIT executive, Mr. Murphy served for more than a decade at Phillips Edison & Company (PECO). Mr. Murphy served as PECO’s President from 2019 until 2024. He was the company’s CFO for six years prior to becoming President in 2019. Mr. Murphy was elected to the Board of Directors of PECO, a NASDAQ-listed REIT, in July 2024. Before joining PECO in 2013, Mr. Murphy worked for 28 years as an investment banker and held senior leadership roles at Morgan Stanley and Deutsche Bank. He was the Global Head of Real Estate Investment Banking at Deutsche Bank, where his team executed over 500 transactions, representing total transaction volume over $400 billion, and a Vice Chairman at Morgan Stanley. Last May 2024, Macerich launched its detailed Path Forward plan designed to lead the company to elevated performance and forward its mission to add long-term value for shareholders, partners, and customers. Macerich’s three-part plan is focused on simplifying its business, improving operational performance and reducing leverage. Mr. Murphy currently serves as a Senior Advisor to Fifth Wall. He is also a Director of CoreCivic where he serves on the Audit and Risk committees and chairs the Nominating and Governance committee. Mr. Murphy earned a B.A. in English and History with Honors from the College of William and Mary and an MBA from the University of Michigan.Recent Insider Transactions • Jan 01Independent Director recently sold €1.3m worth of stockOn the 26th of December, Andrea Stephen sold around 63k shares on-market at roughly €19.77 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.お知らせ • Nov 27The Macerich Company has completed a Follow-on Equity Offering in the amount of $395 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $395 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $19.75 Discount Per Security: $0.641875 Security Features: Income Trustお知らせ • Nov 26The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,000,000 Security Features: Income Trustお知らせ • Nov 13The Macerich Company has filed a Follow-on Equity Offering in the amount of $500 million.The Macerich Company has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market OfferingReported Earnings • Nov 08Third quarter 2024 earnings released: FFO per share: US$0.4 (vs US$0.46 in 3Q 2023)Third quarter 2024 results: FFO per share: US$0.4 (down from US$0.46 in 3Q 2023). Revenue: US$145.3m (up 31% from 3Q 2023). Funds from operations (FFO): US$81.2m (down 18% from 3Q 2023). FFO margin: 56% (down from 90% in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • Nov 07The Macerich Company (NYSE:MAC) acquired 40% stake in Pacific Premier Retail Trust for approximately $120 million.The Macerich Company (NYSE:MAC) acquired 40% stake in Pacific Premier Retail Trust for approximately $120 million on October 24, 2024. The acquisition price was $122 million, and the implied weighted average cap rate was 7.4%. This transaction was funded by proceeds raised from sales of common stock pursuant to our at-the-market common equity offering program. Pacific Premier Retail Trust owns Fortress asset Los Cerritos Center, Fortress Potential asset Washington Square, and Lakewood Center. The Macerich Company (NYSE:MAC) completed the acquisition of 40% stake in Pacific Premier Retail Trust on October 24, 2024お知らせ • Nov 06The Macerich Company Announces CFO Changes, Effective November 16, 2024The Macerich Company announced that Daniel E. Swanstrom II will become the Chief Financial Officer of Macerich effective on November 16, 2024. Dan brings an excellent background to Macerich with over 20 years of experience in real estate, both as a CFO of two public REITs and as a former investment banker with Morgan Stanley. He has extensive experience in managing complex balance sheets, interfacing with external stakeholders and making capital allocation decisions that drive shareholder value. Scott Kingsmore, the current Chief Financial Officer, will transition to the role of Senior Advisor effective November 16, 2024, and remain with the Company through December 31, 2024, to assist in the transition.Declared Dividend • Nov 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 12th November 2024 Payment date: 2nd December 2024 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.お知らせ • Oct 31Macerich Company Declares Quarterly Dividend, Payable on December 2, 2024Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 2, 2024, to stockholders of record at the close of business on November 12, 2024.お知らせ • Oct 02The Macerich Company to Report Q3, 2024 Results on Nov 06, 2024The Macerich Company announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024Upcoming Dividend • Aug 12Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 09 September 2024. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).お知らせ • Aug 02Red Development LLC acquired remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC).Red Development LLC acquired remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC) on July 31, 2024. Red Development LLC completed the acquisition of remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC) on July 31, 2024.Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.17 (vs US$0.07 loss in 2Q 2023)Second quarter 2024 results: EPS: US$1.17 (up from US$0.07 loss in 2Q 2023). Revenue: US$215.5m (up 4.9% from 2Q 2023). Net income: US$252.0m (up US$267.2m from 2Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.Declared Dividend • Jul 29First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 19th August 2024 Payment date: 9th September 2024 Dividend yield will be 4.5%, which is lower than the industry average of 5.6%.お知らせ • Jul 26The Macerich Company Declares Quarterly Cash Dividend, Payable on September 9, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 9, 2024, to stockholders of record at the close of business on August 19, 2024.お知らせ • Jul 22Macerich Company Announces the Appointment of Diana M. Laing to Its Board of DirectorsMacerich Company announced the appointment of Diana M. Laing to its Board of Directors. Ms. Laing previously served on Macerich’s Board from 2003 through 2022. With the addition of Ms. Laing, Macerich’s Board will have eight directors, seven of whom are independent. A seasoned corporate finance executive with 35+ years in real estate investment and operating companies, Ms. Laing brings key skills and experience to the Macerich Board – including her tenure as a member of the Board of Directors of Spirit Realty Capital when Macerich President and Chief Executive Officer Jackson Hsieh successfully led that company. Ms. Laing’s areas of expertise include corporate strategy, risk management, public equity and corporate debt offerings, finance and capital markets, corporate governance and sustainability matters, investor relations, together with extensive knowledge of IT and cybersecurity, including cybersecurity assessments, controls, protocols, monitoring and incident response, obtained through the responsibility for IT department leadership and activities in each CFO role. Ms. Laing’s impressive professional background includes serving as CFO of American Homes 4 Rent, until her retirement in June 2018. More recently, she was interim CFO for Alexander & Baldwin, from November 2018 to May 2019. Prior to American Homes 4 Rent, she was CFO and corporate secretary for Thomas Properties Group Inc. and CFO for New Pacific Realty Corporation and Arden Realty.お知らせ • Jun 27+ 1 more updateThe Macerich Company to Report Q2, 2024 Results on Jul 31, 2024The Macerich Company announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 31, 2024お知らせ • May 17The Macerich Company (NYSE:MAC) acquired remaining 40% stake in Five Property Assets in USA from global institutional investor for $36.5 million.The Macerich Company (NYSE:MAC) acquired remaining 40% stake in Five Property Assets in USA from global institutional investor for $36.5 million on May 14, 2024. The Macerich Company (NYSE:MAC) completed the acquisition remaining 40% stake in Five Property Assets in USA from global institutional investor on May 14, 2024.Upcoming Dividend • May 13Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).Recent Insider Transactions • May 07President recently bought €1.9m worth of stockOn the 6th of May, Jackson Hsieh bought around 140k shares on-market at roughly €13.24 per share. This transaction increased Jackson's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jackson's only on-market trade for the last 12 months.Reported Earnings • May 01First quarter 2024 earnings released: US$0.59 loss per share (vs US$0.27 loss in 1Q 2023)First quarter 2024 results: US$0.59 loss per share (further deteriorated from US$0.27 loss in 1Q 2023). Revenue: US$208.8m (up 36% from 1Q 2023). Net loss: US$126.7m (loss widened 115% from 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Declared Dividend • Apr 29Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 17th May 2024 Payment date: 3rd June 2024 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.お知らせ • Apr 27The Macerich Company Declares the Quarterly Cash Dividend, Payable on June 3, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on June 3, 2024, to stockholders of record at the close of business on May 20, 2024.お知らせ • Apr 21The Macerich Company, Annual General Meeting, May 30, 2024The Macerich Company, Annual General Meeting, May 30, 2024, at 10:00 Pacific Standard Time. Location: The Fairmont Miramar Hotel, 101 Wilshire Boulevard Santa Monica California United States Agenda: To consider and approve the election of Director; to consider and approve the amendment to Employee Stock Purchase plan; and to consider and approve any other matters.お知らせ • Apr 09The Macerich Company to Report Q1, 2024 Results on Apr 30, 2024The Macerich Company announced that they will report Q1, 2024 results on Apr 30, 2024Recent Insider Transactions • Mar 25Advisor recently sold €1.5m worth of stockOn the 20th of March, Thomas O'Hern sold around 95k shares on-market at roughly €15.60 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.Recent Insider Transactions • Feb 26President & Director recently sold €795k worth of stockOn the 20th of February, Edward Coppola sold around 50k shares on-market at roughly €15.90 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.Declared Dividend • Feb 12Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th February 2024 Payment date: 4th March 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.Reported Earnings • Feb 08Full year 2023 earnings released: FFO per share: US$0.6 (vs US$2.04 in FY 2022)Full year 2023 results: FFO per share: US$0.6 (down from US$2.04 in FY 2022). Revenue: US$884.1m (up 2.1% from FY 2022). Funds from operations (FFO): US$126.5m (down 71% from FY 2022). FFO margin: 14% (down from 51% in FY 2022). Revenue is expected to fall by 2.0% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 05+ 1 more updateThe Macerich Company Announces CEO ChangesThe Macerich Company announced that Jackson Hsieh will become the President and Chief Executive of Macerich on March 1, 2024, following the retirement of Thomas O’Hern after 30 years of service to the Company. Mr. O’Hern will serve as an advisor to the Company through June 30, 2024, to ensure a smooth transition. Mr. Hsieh’s appointment as President and Chief Executive Officer follows an extensive search process by the Board with the assistance of Ferguson Partners, a prominent global executive recruitment firm.お知らせ • Feb 02The Macerich Company Declares Quarterly Cash Dividend, Payable on March 4, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 4, 2024, to stockholders of record at the close of business on February 16, 2024.お知らせ • Jan 09The Macerich Company to Report Q4, 2023 Results on Feb 07, 2024The Macerich Company announced that they will report Q4, 2023 results Pre-Market on Feb 07, 2024お知らせ • Dec 08The Macerich Company Announces Retirement of Steven Soboroff from the Board of Directors, Effective December 31, 2023On December 2, 2023, Mr. Steven Soboroff provided notice of his retirement from the Board of Directors of The Macerich Company effective December 31, 2023. Mr. Soboroff’s retirement from the Board did not involve any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. In connection with Mr. Soboroff’s retirement, the Board approved a reduction in the size of the Board from ten members to nine members, effective upon the retirement of Mr. Soboroff.お知らせ • Nov 01+ 1 more updateThe Macerich Company Provides Earnings Guidance for the Year 2023The Macerich Company provided earnings guidance for the year 2023. For the year, the company expects diluted LPS to be between $1.52 to $1.46.Reported Earnings • Nov 01Third quarter 2023 earnings released: FFO per share: US$0.5 (vs US$0.48 in 3Q 2022)Third quarter 2023 results: FFO per share: US$0.5 (down from US$0.48 in 3Q 2022). Revenue: US$110.7m (down 49% from 3Q 2022). Funds from operations (FFO): US$99.1m (down 3.6% from 3Q 2022). FFO margin: 90% (up from 47% in 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28The Macerich Company to Report Q3, 2023 Results on Oct 31, 2023The Macerich Company announced that they will report Q3, 2023 results Pre-Market on Oct 31, 2023Upcoming Dividend • Aug 10Upcoming dividend of US$0.17 per share at 5.4% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.069 loss per share (vs US$0.073 loss in 2Q 2022)Second quarter 2023 results: US$0.069 loss per share (improved from US$0.073 loss in 2Q 2022). Revenue: US$212.4m (flat on 2Q 2022). Net loss: US$15.0m (loss narrowed 4.0% from 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 09An unknown buyer acquired Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) for $5.6 million.An unknown buyer acquired Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) for $5.6 million on July 17, 2023.An unknown buyer completed the acquisition of Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) on July 17, 2023.お知らせ • Jun 30The Macerich Company to Report Q2, 2023 Results on Aug 08, 2023The Macerich Company announced that they will report Q2, 2023 results Pre-Market on Aug 08, 2023お知らせ • Jun 16The Macerich Company (NYSE:MAC) acquired the remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG).The Macerich Company (NYSE:MAC) acquired the remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG) in May 2023. The Macerich Company (NYSE:MAC) completed the acquisition of remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG) in May 2023.New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).Upcoming Dividend • May 11Upcoming dividend of US$0.17 per share at 7.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 02 June 2023. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.9%).お知らせ • May 05+ 1 more updateThe Macerich Company Provides Earnings Guidance for the Year 2023The Macerich Company provided earnings guidance for the year 2023. For the year, the company expects LPS diluted in the range of $0.32 to $0.22.Reported Earnings • May 05First quarter 2023 earnings released: US$0.27 loss per share (vs US$0.17 loss in 1Q 2022)First quarter 2023 results: US$0.27 loss per share (further deteriorated from US$0.17 loss in 1Q 2022). Revenue: US$214.9m (up 15% from 1Q 2022). Net loss: US$58.7m (loss widened 57% from 1Q 2022). Revenue is forecast to grow 3.7% during the next year, compared to a 3.3% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 26Full year 2022 earnings released: FFO per share: US$2.0 (vs US$2.13 in FY 2021)Full year 2022 results: FFO per share: US$2.0. Revenue: US$865.5m (flat on FY 2021). Funds from operations (FFO): US$437.5m (up 3.6% from FY 2021). FFO margin: 51% (up from 49% in FY 2021). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the REITs industry in Europe.Upcoming Dividend • Feb 09Upcoming dividend of US$0.17 per share at 5.1% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 03 March 2023. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.8%).お知らせ • Feb 08The Macerich Company Provides Earnings Guidance for Fiscal Year 2023The Macerich Company provided earnings guidance for fiscal year 2023. For the period, The company expects EPS-diluted to be $(0.13) - $(0.03).お知らせ • Jan 28Macerich Company Declares Quarterly Cash Dividend for Common Stock, Payable on March 3, 2023The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 3, 2023, to stockholders of record at the close of business on February 17, 2023.お知らせ • Jan 13The Macerich Company to Report Q4, 2022 Results on Feb 07, 2023The Macerich Company announced that they will report Q4, 2022 results Pre-Market on Feb 07, 2023Board Change • Nov 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Marianne Lowenthal was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 04Third quarter 2022 earnings released: FFO per share: US$0.5 (vs US$0.56 in 3Q 2021)Third quarter 2022 results: FFO per share: US$0.5. Funds from operations (FFO): US$102.8m (up 1.4% from 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe.お知らせ • Nov 04The Macerich Company Narrows Earnings Guidance for the Fiscal Year 2022The Macerich Company narrowed earnings guidance for the fiscal year 2022. For the period, the company expected loss per share to be in the range of $0.28 to $0.22.お知らせ • Nov 01The Macerich Company Announces Retirement of Diana Laing from Board of DirectorsOn October 27, 2022, Ms. Diana Laing provided notice of her retirement from the Board of Directors of The Macerich Company effective December 31, 2022. Ms. Laing’s retirement from the Board did not involve any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. The Board has decided to reduce the size of its Board by one member upon the retirement of Ms. Laing.お知らせ • Oct 29The Macerich Company Declares the Quarterly Dividend on Its Common Shares Payable on December 2, 2022The Board of Directors of the Macerich Company approved a quarterly cash dividend increase of $0.17 per share of common stock from $0.15 per share. The dividend is payable on December 2, 2022 to stockholders of record at the close of business on November 9, 2022.お知らせ • Sep 23The Macerich Company to Report Q3, 2022 Results on Nov 03, 2022The Macerich Company announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022Recent Insider Transactions • Sep 22CEO & Director recently bought €199k worth of stockOn the 19th of September, Thomas O'Hern bought around 22k shares on-market at roughly €8.97 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €502k. Thomas has been a buyer over the last 12 months, purchasing a net total of €560k worth in shares.Upcoming Dividend • Aug 11Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 08 September 2022. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.6%).Reported Earnings • Jul 30Second quarter 2022 earnings released: FFO: US$210.4m per share (vs US$0.77 in 2Q 2021)Second quarter 2022 results: FFO: US$210.4m per share (down from US$0.77 in 2Q 2021). Revenue: US$210.4m (down 11% from 2Q 2021). Funds from operations (FFO): US$102.9m (down 19% from 2Q 2021). FFO margin: 49% (down from 54% in 2Q 2021). Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jul 29The Macerich Company Provides Earnings Guidance for 2022The Macerich Company provided earnings guidance for 2022. For the year, the company expects Loss per share– diluted of 0.21 to 0.09.Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.28, the stock trades at a trailing P/E ratio of 55x. Average forward P/E is 10x in the REITs industry in Europe. Total loss to shareholders of 36% over the past three years.お知らせ • Jul 21Macerich Declares the Quarterly Dividend on Its Common Shares Payable on September 8, 2022The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.15 per share of common stock. The dividend is payable on September 8, 2022 to stockholders of record at the close of business on August 19, 2022.Recent Insider Transactions • Jul 03President & Director recently bought €502k worth of stockOn the 30th of June, Edward Coppola bought around 60k shares on-market at roughly €8.37 per share. This was the largest purchase by an insider in the last 3 months. Edward has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.お知らせ • Jul 01The Macerich Company to Report Q2, 2022 Results on Jul 28, 2022The Macerich Company announced that they will report Q2, 2022 results Pre-Market on Jul 28, 2022Recent Insider Transactions • Jun 15CEO & Director recently bought €227k worth of stockOn the 13th of June, Thomas O'Hern bought around 25k shares on-market at roughly €9.10 per share. This was the largest purchase by an insider in the last 3 months. Thomas has been a buyer over the last 12 months, purchasing a net total of €360k worth in shares.Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €10.50, the stock trades at a trailing P/E ratio of 61.6x. Average forward P/E is 11x in the REITs industry in Europe. Total loss to shareholders of 45% over the past three years.株主還元M6GDE Retail REITsDE 市場7D4.0%-1.0%0.2%1Y42.8%10.5%3.6%株主還元を見る業界別リターン: M6G過去 1 年間で10.5 % の収益を上げたGerman Retail REITs業界を上回りました。リターン対市場: M6G過去 1 年間で3.6 % の収益を上げたGerman市場を上回りました。価格変動Is M6G's price volatile compared to industry and market?M6G volatilityM6G Average Weekly Movement5.9%Retail REITs Industry Average Movement2.1%Market Average Movement5.3%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.7%安定した株価: M6G 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: M6Gの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1964597Jackson Hsiehwww.macerich.com当社は4,300万平方フィートの不動産を所有しており、その主なものは地域社会の中核となる40の地域小売センターの権益である。人口密度の高い魅力的な米国市場において、質の高い小売不動産を所有、運営、開発する大手企業として、当社のポートフォリオはカリフォルニア州、太平洋岸北西部、フェニックス／スコッツデール、ニューヨークからワシントンD C.へのメトロ回廊に集中しています。当社は、環境目標、社会的利益、健全なコーポレート・ガバナンスを推進することに専心しています。サステナビリティのリーダーとして知られるマセリッチ・カンパニー（以下「当社」）は、北米の小売部門で10年連続GRESBランキング1位を獲得している。もっと見るThe Macerich Company 基礎のまとめMacerich の収益と売上を時価総額と比較するとどうか。M6G 基礎統計学時価総額€6.28b収益（TTM）-€147.27m売上高(TTM)€888.20m6.8xP/Sレシオ-41.1xPER（株価収益率M6G は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計M6G 損益計算書（TTM）収益US$1.03b売上原価US$463.22m売上総利益US$564.20mその他の費用US$734.55m収益-US$170.35m直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）-0.60グロス・マージン54.91%純利益率-16.58%有利子負債／自己資本比率166.7%M6G の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.8%現在の配当利回り45%配当性向M6G 配当は確実ですか？M6G 配当履歴とベンチマークを見るM6G 、いつまでに購入すれば配当金を受け取れますか？Macerich 配当日配当落ち日Sep 14 2026配当支払日Sep 28 2026配当落ちまでの日数30 days配当支払日までの日数44 daysM6G 配当は確実ですか？M6G 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/14 08:32終値2026/08/14 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋The Macerich Company 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。34 アナリスト機関null nullArgus Research CompanyRoss SmotrichBarclaysPaul AdornatoBMO Capital Markets Equity Research31 その他のアナリストを表示
Declared Dividend • Aug 10Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 14th September 2026 Payment date: 28th September 2026 Dividend yield will be 3.1%, which is lower than the industry average of 5.6%.
お知らせ • Aug 05The Macerich Company Declares Quarterly Cash Dividend on Its Common Shares, Payable on September 28, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 28, 2026, to stockholders of record at the close of business on September 14, 2026.
Reported Earnings • Aug 05Second quarter 2026 earnings released: US$0.099 loss per share (vs US$0.16 loss in 2Q 2025)Second quarter 2026 results: US$0.099 loss per share (improved from US$0.16 loss in 2Q 2025). Revenue: US$249.7m (flat on 2Q 2025). Net loss: US$27.1m (loss narrowed 34% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 15The Macerich Company to Report Q2, 2026 Results on Aug 04, 2026The Macerich Company announced that they will report Q2, 2026 results After-Market on Aug 04, 2026
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding).
お知らせ • Jun 17+ 1 more updateThe Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $23.9 Discount Per Security: $0.77675
Declared Dividend • Aug 10Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 14th September 2026 Payment date: 28th September 2026 Dividend yield will be 3.1%, which is lower than the industry average of 5.6%.
お知らせ • Aug 05The Macerich Company Declares Quarterly Cash Dividend on Its Common Shares, Payable on September 28, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 28, 2026, to stockholders of record at the close of business on September 14, 2026.
Reported Earnings • Aug 05Second quarter 2026 earnings released: US$0.099 loss per share (vs US$0.16 loss in 2Q 2025)Second quarter 2026 results: US$0.099 loss per share (improved from US$0.16 loss in 2Q 2025). Revenue: US$249.7m (flat on 2Q 2025). Net loss: US$27.1m (loss narrowed 34% from 2Q 2025). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 1.6% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 15The Macerich Company to Report Q2, 2026 Results on Aug 04, 2026The Macerich Company announced that they will report Q2, 2026 results After-Market on Aug 04, 2026
New Risk • Jun 25New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 17% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (17% increase in shares outstanding).
お知らせ • Jun 17+ 1 more updateThe Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $334.6 million. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000 Price\Range: $23.9 Discount Per Security: $0.77675
お知らせ • Jun 16The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Shares Security Type: Common Stock Securities Offered: 14,000,000
Upcoming Dividend • Jun 08Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 15 June 2026. Payment date: 29 June 2026. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (6.7%).
Declared Dividend • May 21First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th June 2026 Payment date: 29th June 2026 Dividend yield will be 3.3%, which is lower than the industry average of 5.6%.
お知らせ • May 13The Macerich Company has completed a Follow-on Equity Offering in the amount of $403.2 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $403.2 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 19,200,000 Price\Range: $21 Discount Per Security: $0.6825
お知らせ • May 12The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 16,000,000
お知らせ • May 06The Macerich Company announces Quarterly dividend, payable on June 29, 2026The Macerich Company announced Quarterly dividend of USD 0.1700 per share payable on June 29, 2026, ex-date on June 15, 2026 and record date on June 15, 2026.
お知らせ • Apr 23The Macerich Company, Annual General Meeting, Jun 01, 2026The Macerich Company, Annual General Meeting, Jun 01, 2026.
お知らせ • Apr 01The Macerich Company to Report Q1, 2026 Results on May 06, 2026The Macerich Company announced that they will report Q1, 2026 results After-Market on May 06, 2026
お知らせ • Feb 13The Macerich Company Declares Quarterly Cash Dividend, Payable on March 30, 2026The Board of Directors of The Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 30, 2026, to stockholders of record at the close of business on March 16, 2026.
お知らせ • Feb 10The Macerich Company to Report Q4, 2025 Results on Feb 18, 2026The Macerich Company announced that they will report Q4, 2025 results After-Market on Feb 18, 2026
お知らせ • Oct 31Macerich Company Declares the Quarterly Dividend on Its Common Shares, Payable on December 29, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 29, 2025, to stockholders of record at the close of business on December 15, 2025.
お知らせ • Oct 17The Macerich Company to Report Q3, 2025 Results on Nov 04, 2025The Macerich Company announced that they will report Q3, 2025 results After-Market on Nov 04, 2025
お知らせ • Aug 01+ 1 more updateThe Macerich Company Declares Quarterly Cash Dividend Payable on September 23, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 23, 2025, to stockholders of record at the close of business on September 9, 2025.
お知らせ • Jul 18The Macerich Company to Report Q2, 2025 Results on Aug 11, 2025The Macerich Company announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
お知らせ • Apr 29The Macerich Company Declares Quarterly Cash Dividend, Payable on June 17, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on June 17, 2025, to stockholders of record at the close of business on June 3, 2025.
お知らせ • Apr 25The Macerich Company, Annual General Meeting, Jun 02, 2025The Macerich Company, Annual General Meeting, Jun 02, 2025.
お知らせ • Apr 23The Macerich Company to Report Q1, 2025 Results on May 12, 2025The Macerich Company announced that they will report Q1, 2025 results Pre-Market on May 12, 2025
お知らせ • Mar 21Eric K. Brandt Inform Not Stand for Re-Election as Director of the Macerich CompanyOn March 12, 2025, Eric K. Brandt announced that the Board of Directors of The Macerich Company that he will not stand for re-election as a director of the Company at the 2025 annual meeting of stockholders. Mr. Brandt currently serves as chair of the capital allocation committee and is a member of the compensation committee of the Board and will continue to serve on the Board and maintain his committee positions through the 2025 Annual Meeting. Mr. Brandt's decision not to stand for re-election was not the result of any disagreement with the Company on any matter related to the Company's operations, policies, or practices. In connection with Mr. Brandt's decision, the Board approved a reduction in the size of the Board from nine members to eight members, with such reduction effective as of the 2025 Annual Meeting.
お知らせ • Feb 14The Macerich Company Declares Quarterly Cash Dividend, Payable on March 18, 2025The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 18, 2025, to stockholders of record at the close of business on March 4, 2025.
お知らせ • Jan 31The Macerich Company to Report Q4, 2024 Results on Feb 27, 2025The Macerich Company announced that they will report Q4, 2024 results Pre-Market on Feb 27, 2025
お知らせ • Jan 24The Macerich Company Appoints Devin Murphy to its Board of Directors, Effective February 1, 2025The Macerich Company announced the appointment of Devin Murphy to its Board of Directors, effective February 1, 2025. With the addition of Mr. Murphy, Macerich’s Board will have nine directors, eight of whom are independent. A seasoned retail REIT executive, Mr. Murphy served for more than a decade at Phillips Edison & Company (PECO). Mr. Murphy served as PECO’s President from 2019 until 2024. He was the company’s CFO for six years prior to becoming President in 2019. Mr. Murphy was elected to the Board of Directors of PECO, a NASDAQ-listed REIT, in July 2024. Before joining PECO in 2013, Mr. Murphy worked for 28 years as an investment banker and held senior leadership roles at Morgan Stanley and Deutsche Bank. He was the Global Head of Real Estate Investment Banking at Deutsche Bank, where his team executed over 500 transactions, representing total transaction volume over $400 billion, and a Vice Chairman at Morgan Stanley. Last May 2024, Macerich launched its detailed Path Forward plan designed to lead the company to elevated performance and forward its mission to add long-term value for shareholders, partners, and customers. Macerich’s three-part plan is focused on simplifying its business, improving operational performance and reducing leverage. Mr. Murphy currently serves as a Senior Advisor to Fifth Wall. He is also a Director of CoreCivic where he serves on the Audit and Risk committees and chairs the Nominating and Governance committee. Mr. Murphy earned a B.A. in English and History with Honors from the College of William and Mary and an MBA from the University of Michigan.
Recent Insider Transactions • Jan 01Independent Director recently sold €1.3m worth of stockOn the 26th of December, Andrea Stephen sold around 63k shares on-market at roughly €19.77 per share. This transaction amounted to 88% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.8m more than they bought in the last 12 months.
お知らせ • Nov 27The Macerich Company has completed a Follow-on Equity Offering in the amount of $395 million.The Macerich Company has completed a Follow-on Equity Offering in the amount of $395 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 20,000,000 Price\Range: $19.75 Discount Per Security: $0.641875 Security Features: Income Trust
お知らせ • Nov 26The Macerich Company has filed a Follow-on Equity Offering.The Macerich Company has filed a Follow-on Equity Offering. Security Name: Common Stock Security Type: Common Stock Securities Offered: 18,000,000 Security Features: Income Trust
お知らせ • Nov 13The Macerich Company has filed a Follow-on Equity Offering in the amount of $500 million.The Macerich Company has filed a Follow-on Equity Offering in the amount of $500 million. Security Name: Common Stock Security Type: Common Stock Transaction Features: At the Market Offering
Reported Earnings • Nov 08Third quarter 2024 earnings released: FFO per share: US$0.4 (vs US$0.46 in 3Q 2023)Third quarter 2024 results: FFO per share: US$0.4 (down from US$0.46 in 3Q 2023). Revenue: US$145.3m (up 31% from 3Q 2023). Funds from operations (FFO): US$81.2m (down 18% from 3Q 2023). FFO margin: 56% (down from 90% in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 07The Macerich Company (NYSE:MAC) acquired 40% stake in Pacific Premier Retail Trust for approximately $120 million.The Macerich Company (NYSE:MAC) acquired 40% stake in Pacific Premier Retail Trust for approximately $120 million on October 24, 2024. The acquisition price was $122 million, and the implied weighted average cap rate was 7.4%. This transaction was funded by proceeds raised from sales of common stock pursuant to our at-the-market common equity offering program. Pacific Premier Retail Trust owns Fortress asset Los Cerritos Center, Fortress Potential asset Washington Square, and Lakewood Center. The Macerich Company (NYSE:MAC) completed the acquisition of 40% stake in Pacific Premier Retail Trust on October 24, 2024
お知らせ • Nov 06The Macerich Company Announces CFO Changes, Effective November 16, 2024The Macerich Company announced that Daniel E. Swanstrom II will become the Chief Financial Officer of Macerich effective on November 16, 2024. Dan brings an excellent background to Macerich with over 20 years of experience in real estate, both as a CFO of two public REITs and as a former investment banker with Morgan Stanley. He has extensive experience in managing complex balance sheets, interfacing with external stakeholders and making capital allocation decisions that drive shareholder value. Scott Kingsmore, the current Chief Financial Officer, will transition to the role of Senior Advisor effective November 16, 2024, and remain with the Company through December 31, 2024, to assist in the transition.
Declared Dividend • Nov 04Second quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 12th November 2024 Payment date: 2nd December 2024 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.
お知らせ • Oct 31Macerich Company Declares Quarterly Dividend, Payable on December 2, 2024Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on December 2, 2024, to stockholders of record at the close of business on November 12, 2024.
お知らせ • Oct 02The Macerich Company to Report Q3, 2024 Results on Nov 06, 2024The Macerich Company announced that they will report Q3, 2024 results Pre-Market on Nov 06, 2024
Upcoming Dividend • Aug 12Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 19 August 2024. Payment date: 09 September 2024. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (5.4%).
お知らせ • Aug 02Red Development LLC acquired remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC).Red Development LLC acquired remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC) on July 31, 2024. Red Development LLC completed the acquisition of remaining 50% stake in Biltmore Fashion Park from The Macerich Company (NYSE:MAC) on July 31, 2024.
Reported Earnings • Aug 01Second quarter 2024 earnings released: EPS: US$1.17 (vs US$0.07 loss in 2Q 2023)Second quarter 2024 results: EPS: US$1.17 (up from US$0.07 loss in 2Q 2023). Revenue: US$215.5m (up 4.9% from 2Q 2023). Net income: US$252.0m (up US$267.2m from 2Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 29First quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 19th August 2024 Payment date: 9th September 2024 Dividend yield will be 4.5%, which is lower than the industry average of 5.6%.
お知らせ • Jul 26The Macerich Company Declares Quarterly Cash Dividend, Payable on September 9, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on September 9, 2024, to stockholders of record at the close of business on August 19, 2024.
お知らせ • Jul 22Macerich Company Announces the Appointment of Diana M. Laing to Its Board of DirectorsMacerich Company announced the appointment of Diana M. Laing to its Board of Directors. Ms. Laing previously served on Macerich’s Board from 2003 through 2022. With the addition of Ms. Laing, Macerich’s Board will have eight directors, seven of whom are independent. A seasoned corporate finance executive with 35+ years in real estate investment and operating companies, Ms. Laing brings key skills and experience to the Macerich Board – including her tenure as a member of the Board of Directors of Spirit Realty Capital when Macerich President and Chief Executive Officer Jackson Hsieh successfully led that company. Ms. Laing’s areas of expertise include corporate strategy, risk management, public equity and corporate debt offerings, finance and capital markets, corporate governance and sustainability matters, investor relations, together with extensive knowledge of IT and cybersecurity, including cybersecurity assessments, controls, protocols, monitoring and incident response, obtained through the responsibility for IT department leadership and activities in each CFO role. Ms. Laing’s impressive professional background includes serving as CFO of American Homes 4 Rent, until her retirement in June 2018. More recently, she was interim CFO for Alexander & Baldwin, from November 2018 to May 2019. Prior to American Homes 4 Rent, she was CFO and corporate secretary for Thomas Properties Group Inc. and CFO for New Pacific Realty Corporation and Arden Realty.
お知らせ • Jun 27+ 1 more updateThe Macerich Company to Report Q2, 2024 Results on Jul 31, 2024The Macerich Company announced that they will report Q2, 2024 results at 9:30 AM, US Eastern Standard Time on Jul 31, 2024
お知らせ • May 17The Macerich Company (NYSE:MAC) acquired remaining 40% stake in Five Property Assets in USA from global institutional investor for $36.5 million.The Macerich Company (NYSE:MAC) acquired remaining 40% stake in Five Property Assets in USA from global institutional investor for $36.5 million on May 14, 2024. The Macerich Company (NYSE:MAC) completed the acquisition remaining 40% stake in Five Property Assets in USA from global institutional investor on May 14, 2024.
Upcoming Dividend • May 13Upcoming dividend of US$0.17 per shareEligible shareholders must have bought the stock before 17 May 2024. Payment date: 03 June 2024. Trailing yield: 4.5%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (5.3%).
Recent Insider Transactions • May 07President recently bought €1.9m worth of stockOn the 6th of May, Jackson Hsieh bought around 140k shares on-market at roughly €13.24 per share. This transaction increased Jackson's direct individual holding by 5x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Jackson's only on-market trade for the last 12 months.
Reported Earnings • May 01First quarter 2024 earnings released: US$0.59 loss per share (vs US$0.27 loss in 1Q 2023)First quarter 2024 results: US$0.59 loss per share (further deteriorated from US$0.27 loss in 1Q 2023). Revenue: US$208.8m (up 36% from 1Q 2023). Net loss: US$126.7m (loss widened 115% from 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.1% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Declared Dividend • Apr 29Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 17th May 2024 Payment date: 3rd June 2024 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.
お知らせ • Apr 27The Macerich Company Declares the Quarterly Cash Dividend, Payable on June 3, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on June 3, 2024, to stockholders of record at the close of business on May 20, 2024.
お知らせ • Apr 21The Macerich Company, Annual General Meeting, May 30, 2024The Macerich Company, Annual General Meeting, May 30, 2024, at 10:00 Pacific Standard Time. Location: The Fairmont Miramar Hotel, 101 Wilshire Boulevard Santa Monica California United States Agenda: To consider and approve the election of Director; to consider and approve the amendment to Employee Stock Purchase plan; and to consider and approve any other matters.
お知らせ • Apr 09The Macerich Company to Report Q1, 2024 Results on Apr 30, 2024The Macerich Company announced that they will report Q1, 2024 results on Apr 30, 2024
Recent Insider Transactions • Mar 25Advisor recently sold €1.5m worth of stockOn the 20th of March, Thomas O'Hern sold around 95k shares on-market at roughly €15.60 per share. This transaction amounted to 47% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €2.3m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 26President & Director recently sold €795k worth of stockOn the 20th of February, Edward Coppola sold around 50k shares on-market at roughly €15.90 per share. This transaction amounted to 7.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Edward's only on-market trade for the last 12 months.
Declared Dividend • Feb 12Fourth quarter dividend of US$0.17 announcedShareholders will receive a dividend of US$0.17. Ex-date: 15th February 2024 Payment date: 4th March 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.
Reported Earnings • Feb 08Full year 2023 earnings released: FFO per share: US$0.6 (vs US$2.04 in FY 2022)Full year 2023 results: FFO per share: US$0.6 (down from US$2.04 in FY 2022). Revenue: US$884.1m (up 2.1% from FY 2022). Funds from operations (FFO): US$126.5m (down 71% from FY 2022). FFO margin: 14% (down from 51% in FY 2022). Revenue is expected to fall by 2.0% p.a. on average during the next 3 years compared to a 1.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 05+ 1 more updateThe Macerich Company Announces CEO ChangesThe Macerich Company announced that Jackson Hsieh will become the President and Chief Executive of Macerich on March 1, 2024, following the retirement of Thomas O’Hern after 30 years of service to the Company. Mr. O’Hern will serve as an advisor to the Company through June 30, 2024, to ensure a smooth transition. Mr. Hsieh’s appointment as President and Chief Executive Officer follows an extensive search process by the Board with the assistance of Ferguson Partners, a prominent global executive recruitment firm.
お知らせ • Feb 02The Macerich Company Declares Quarterly Cash Dividend, Payable on March 4, 2024The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 4, 2024, to stockholders of record at the close of business on February 16, 2024.
お知らせ • Jan 09The Macerich Company to Report Q4, 2023 Results on Feb 07, 2024The Macerich Company announced that they will report Q4, 2023 results Pre-Market on Feb 07, 2024
お知らせ • Dec 08The Macerich Company Announces Retirement of Steven Soboroff from the Board of Directors, Effective December 31, 2023On December 2, 2023, Mr. Steven Soboroff provided notice of his retirement from the Board of Directors of The Macerich Company effective December 31, 2023. Mr. Soboroff’s retirement from the Board did not involve any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. In connection with Mr. Soboroff’s retirement, the Board approved a reduction in the size of the Board from ten members to nine members, effective upon the retirement of Mr. Soboroff.
お知らせ • Nov 01+ 1 more updateThe Macerich Company Provides Earnings Guidance for the Year 2023The Macerich Company provided earnings guidance for the year 2023. For the year, the company expects diluted LPS to be between $1.52 to $1.46.
Reported Earnings • Nov 01Third quarter 2023 earnings released: FFO per share: US$0.5 (vs US$0.48 in 3Q 2022)Third quarter 2023 results: FFO per share: US$0.5 (down from US$0.48 in 3Q 2022). Revenue: US$110.7m (down 49% from 3Q 2022). Funds from operations (FFO): US$99.1m (down 3.6% from 3Q 2022). FFO margin: 90% (up from 47% in 3Q 2022). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 2.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28The Macerich Company to Report Q3, 2023 Results on Oct 31, 2023The Macerich Company announced that they will report Q3, 2023 results Pre-Market on Oct 31, 2023
Upcoming Dividend • Aug 10Upcoming dividend of US$0.17 per share at 5.4% yieldEligible shareholders must have bought the stock before 17 August 2023. Payment date: 08 September 2023. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.3%).
Reported Earnings • Aug 09Second quarter 2023 earnings released: US$0.069 loss per share (vs US$0.073 loss in 2Q 2022)Second quarter 2023 results: US$0.069 loss per share (improved from US$0.073 loss in 2Q 2022). Revenue: US$212.4m (flat on 2Q 2022). Net loss: US$15.0m (loss narrowed 4.0% from 2Q 2022). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 09An unknown buyer acquired Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) for $5.6 million.An unknown buyer acquired Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) for $5.6 million on July 17, 2023.An unknown buyer completed the acquisition of Superstition Springs Power Center, a 204,000 Square Foot Power Center in Mesa, Arizona from The Macerich Company (NYSE:MAC) on July 17, 2023.
お知らせ • Jun 30The Macerich Company to Report Q2, 2023 Results on Aug 08, 2023The Macerich Company announced that they will report Q2, 2023 results Pre-Market on Aug 08, 2023
お知らせ • Jun 16The Macerich Company (NYSE:MAC) acquired the remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG).The Macerich Company (NYSE:MAC) acquired the remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG) in May 2023. The Macerich Company (NYSE:MAC) completed the acquisition of remaining 50% stakes in 5 Former Sears Boxes from Seritage Growth Properties (NYSE:SRG) in May 2023.
New Risk • Jun 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.6x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.9% average weekly change).
Upcoming Dividend • May 11Upcoming dividend of US$0.17 per share at 7.0% yieldEligible shareholders must have bought the stock before 18 May 2023. Payment date: 02 June 2023. Trailing yield: 7.0%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (6.9%).
お知らせ • May 05+ 1 more updateThe Macerich Company Provides Earnings Guidance for the Year 2023The Macerich Company provided earnings guidance for the year 2023. For the year, the company expects LPS diluted in the range of $0.32 to $0.22.
Reported Earnings • May 05First quarter 2023 earnings released: US$0.27 loss per share (vs US$0.17 loss in 1Q 2022)First quarter 2023 results: US$0.27 loss per share (further deteriorated from US$0.17 loss in 1Q 2022). Revenue: US$214.9m (up 15% from 1Q 2022). Net loss: US$58.7m (loss widened 57% from 1Q 2022). Revenue is forecast to grow 3.7% during the next year, compared to a 3.3% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 26Full year 2022 earnings released: FFO per share: US$2.0 (vs US$2.13 in FY 2021)Full year 2022 results: FFO per share: US$2.0. Revenue: US$865.5m (flat on FY 2021). Funds from operations (FFO): US$437.5m (up 3.6% from FY 2021). FFO margin: 51% (up from 49% in FY 2021). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the REITs industry in Europe.
Upcoming Dividend • Feb 09Upcoming dividend of US$0.17 per share at 5.1% yieldEligible shareholders must have bought the stock before 16 February 2023. Payment date: 03 March 2023. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). In line with average of industry peers (4.8%).
お知らせ • Feb 08The Macerich Company Provides Earnings Guidance for Fiscal Year 2023The Macerich Company provided earnings guidance for fiscal year 2023. For the period, The company expects EPS-diluted to be $(0.13) - $(0.03).
お知らせ • Jan 28Macerich Company Declares Quarterly Cash Dividend for Common Stock, Payable on March 3, 2023The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.17 per share of common stock. The dividend is payable on March 3, 2023, to stockholders of record at the close of business on February 17, 2023.
お知らせ • Jan 13The Macerich Company to Report Q4, 2022 Results on Feb 07, 2023The Macerich Company announced that they will report Q4, 2022 results Pre-Market on Feb 07, 2023
Board Change • Nov 17Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 4 highly experienced directors. Independent Director Marianne Lowenthal was the last director to join the board, commencing their role in 2022. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 04Third quarter 2022 earnings released: FFO per share: US$0.5 (vs US$0.56 in 3Q 2021)Third quarter 2022 results: FFO per share: US$0.5. Funds from operations (FFO): US$102.8m (up 1.4% from 3Q 2021). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the REITs industry in Europe.
お知らせ • Nov 04The Macerich Company Narrows Earnings Guidance for the Fiscal Year 2022The Macerich Company narrowed earnings guidance for the fiscal year 2022. For the period, the company expected loss per share to be in the range of $0.28 to $0.22.
お知らせ • Nov 01The Macerich Company Announces Retirement of Diana Laing from Board of DirectorsOn October 27, 2022, Ms. Diana Laing provided notice of her retirement from the Board of Directors of The Macerich Company effective December 31, 2022. Ms. Laing’s retirement from the Board did not involve any disagreements with the Company on any matter relating to the Company’s operations, policies or practices. The Board has decided to reduce the size of its Board by one member upon the retirement of Ms. Laing.
お知らせ • Oct 29The Macerich Company Declares the Quarterly Dividend on Its Common Shares Payable on December 2, 2022The Board of Directors of the Macerich Company approved a quarterly cash dividend increase of $0.17 per share of common stock from $0.15 per share. The dividend is payable on December 2, 2022 to stockholders of record at the close of business on November 9, 2022.
お知らせ • Sep 23The Macerich Company to Report Q3, 2022 Results on Nov 03, 2022The Macerich Company announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 03, 2022
Recent Insider Transactions • Sep 22CEO & Director recently bought €199k worth of stockOn the 19th of September, Thomas O'Hern bought around 22k shares on-market at roughly €8.97 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €502k. Thomas has been a buyer over the last 12 months, purchasing a net total of €560k worth in shares.
Upcoming Dividend • Aug 11Upcoming dividend of US$0.15 per shareEligible shareholders must have bought the stock before 18 August 2022. Payment date: 08 September 2022. Trailing yield: 5.4%. Within top quartile of German dividend payers (4.5%). Higher than average of industry peers (4.6%).
Reported Earnings • Jul 30Second quarter 2022 earnings released: FFO: US$210.4m per share (vs US$0.77 in 2Q 2021)Second quarter 2022 results: FFO: US$210.4m per share (down from US$0.77 in 2Q 2021). Revenue: US$210.4m (down 11% from 2Q 2021). Funds from operations (FFO): US$102.9m (down 19% from 2Q 2021). FFO margin: 49% (down from 54% in 2Q 2021). Over the next year,revenue is forecast to stay flat, in line with the revenue forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 29The Macerich Company Provides Earnings Guidance for 2022The Macerich Company provided earnings guidance for 2022. For the year, the company expects Loss per share– diluted of 0.21 to 0.09.
Valuation Update With 7 Day Price Move • Jul 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.28, the stock trades at a trailing P/E ratio of 55x. Average forward P/E is 10x in the REITs industry in Europe. Total loss to shareholders of 36% over the past three years.
お知らせ • Jul 21Macerich Declares the Quarterly Dividend on Its Common Shares Payable on September 8, 2022The Board of Directors of the Macerich Company declared a quarterly cash dividend of $0.15 per share of common stock. The dividend is payable on September 8, 2022 to stockholders of record at the close of business on August 19, 2022.
Recent Insider Transactions • Jul 03President & Director recently bought €502k worth of stockOn the 30th of June, Edward Coppola bought around 60k shares on-market at roughly €8.37 per share. This was the largest purchase by an insider in the last 3 months. Edward has been a buyer over the last 12 months, purchasing a net total of €1.1m worth in shares.
お知らせ • Jul 01The Macerich Company to Report Q2, 2022 Results on Jul 28, 2022The Macerich Company announced that they will report Q2, 2022 results Pre-Market on Jul 28, 2022
Recent Insider Transactions • Jun 15CEO & Director recently bought €227k worth of stockOn the 13th of June, Thomas O'Hern bought around 25k shares on-market at roughly €9.10 per share. This was the largest purchase by an insider in the last 3 months. Thomas has been a buyer over the last 12 months, purchasing a net total of €360k worth in shares.
Valuation Update With 7 Day Price Move • May 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €10.50, the stock trades at a trailing P/E ratio of 61.6x. Average forward P/E is 11x in the REITs industry in Europe. Total loss to shareholders of 45% over the past three years.
