View Financial HealthMacy's 배당 및 자사주 매입배당 기준 점검 3/6Macy's 수익으로 충분히 충당되는 현재 수익률 3.71% 보유한 배당금 지급 회사입니다.핵심 정보3.7%배당 수익률4.6%자사주 매입 수익률총 주주 수익률8.3%미래 배당 수익률3.9%배당 성장률-11.4%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향31%최근 배당 및 자사주 매입 업데이트공시 • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).공시 • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.공시 • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.모든 업데이트 보기Recent updates공시 • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026공시 • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.공시 • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €15.61. The fair value is estimated to be €19.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to decline by 10% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.공시 • Mar 03Macy's, Inc. to Report Q4, 2026 Results on Mar 18, 2026Macy's, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 18, 2026공시 • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% 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: Minor Risks High level of debt (46% net debt to equity). 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 (5.3% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.0m sold).Recent Insider Transactions • Dec 12Executive VP recently sold €1.7m worth of stockOn the 11th of December, Danielle Kirgan sold around 85k shares on-market at roughly €20.35 per share. This transaction amounted to 62% 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 €6.1m more than they bought in the last 12 months.Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).New Risk • Dec 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€3.9m sold).Reported Earnings • Dec 04Third quarter 2026 earnings released: EPS: US$0.041 (vs US$0.10 in 3Q 2025)Third quarter 2026 results: EPS: US$0.041 (down from US$0.10 in 3Q 2025). Revenue: US$4.91b (flat on 3Q 2025). Net income: US$11.0m (down 61% from 3Q 2025). Profit margin: 0.2% (down from 0.6% in 3Q 2025). Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • Dec 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects net sales to be $21.475 billion to $21.625 billion compared to pervious guidance of $21.15 billion to $21.45 billion. Reflects the impact of fiscal 2024 store closures, primarily Macy’s nameplate locations, which contributed approximately $700 million of annual net sales.Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.05 per share.공시 • Nov 14Macy's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Macy's, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 03, 2025공시 • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.공시 • Oct 21Macy's, Inc., Marvel and the Nba Team Up to Launch an Exclusive Spider-Man-Inspired CollectionMacy's, Inc. is unveiling an exciting, new Marvel's Spider-Man-inspired collection available exclusively at Macy's. This assortment pays homage to the epic web-slinging Super Hero and includes adults and kids apparel, accessories and home decor, featuring NBA iconography. The collection's debut comes on the heels of the return of the Spider-Man balloon, for the second year in a row, in the 99th Macy's Thanksgiving Day Parade®?.공시 • Sep 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects Net sales in the range of $21.15 billion to $21.45 billion against previous guidance of $21.0 billion to $21.4 billion.공시 • Aug 12Macy's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Macy's, Inc. announced that they will report Q2, 2026 results on Sep 03, 2025공시 • Aug 05Macy's Unveils First-Ever on 34th CollaborationMacy's announced its first-ever On 34th brand collaboration, in partnership with acclaimed costume designer Alix Friedberg and inspired by her work on the spirited world of the Emmy award-nominated Apple Original series, Palm Royale. Drawing upon Friedberg's celebrated work on the series, the collection channels the playful sophistication and easy elegance that define the show's aesthetic. The On 34th | Alix Friedberg collection features an array of women's apparel and accessories and is now available at select Macy's retail stores, online at Macys.com, and through the Macy's app. Alix Friedberg, known for her work in costume design, infused her expertise into the collection, drawing inspiration from Palm Royale and Palm Beach style. The On 34th |Alix Friedberg collection offers an array of effortlessly chic pieces, from flowy dresses, skirts, and tops to versatile sets and a range of accessories designed for mixing and matching. With retro patterns and sun-kissed colors, each item echoes the mid-century glamor and carefree mood that inspired the collection. For this collection's campaign, acclaimed photographer Ben Watts captured the spirit of the collection with his signature blend of authenticity and vibrance. The campaign stars model Georgia Fowler, whose effortless inspiration and timeless appeal mirror the collection's vintage-inspired aesthetic. As a centerpiece of the launch, Macy's has transformed the iconic Herald Square windows with immersive displays featuring key looks from the collection, inspired by Palm Royale's playful sophistication, to invite passersby into a world of sunny color and bold style. First launched in August 2023, On 34th was the first new brand unveiled as part of Macy's reimagined customer-centric private brands portfolio. The brand was created with inspirational and modern design, informed by the voice of the customer, and built for real life. The launch of On 34th marked an important milestone in Macy's journey to elevate and reimagine the company's private brand portfolio, all while developing unique and relevant product design that illustrates multiple points of inspiration and customer data. The On 34th |alix Friedberg collection includes 19 apparel styles, comprised of dresses, tops, skirts, and match sets, along with additional styles of scarves, jewelry pieces, and handbags. Each piece offers mix-and-match versatility, designed for layering and pairing, and is available in a range of sizes from XXS to XXS. Apparel prices range from $49.50 to $159.50, while accessories are priced between $24.50 and $99.50. Don't miss Palm Royale, now streaming on Apple TV+.공시 • May 28Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Macy's, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected net sales to be in the range of $21.0 billion to $21.4 billion.공시 • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.공시 • May 13Macy's, Inc. to Report Q1, 2026 Results on May 28, 2025Macy's, Inc. announced that they will report Q1, 2026 results on May 28, 2025Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.77, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 42% over the past year.공시 • Apr 03Macy's, Inc. Announces Chief Operating Officer ChangesMacy's, Inc. appointed Thomas J. Edwards as Chief Operating Officer effective June 22. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcements, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Operating Officer and Chief Financial Officer through June 21st to ensure a seamless transition. Barbie Cameron, Macy’s Chief Stores Officer, will report directly to Chairman and Chief Executive Officer, Tony Spring, effective June 22nd. Maly Bernstein, CEO Bluemercury, will report to CEO of Bloomingdale’s, Olivier Bron, effective May 1st 2025.공시 • Apr 01Macy's, Inc. Announces CFO ChangesMacy's, Inc. announced that Thomas J. Edwards will become Chief Financial Officer of the company, effective June 22, 2025. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcement, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Financial Officer through June 21, 2025 to ensure a seamless transition.Reported Earnings • Mar 23Full year 2025 earnings released: EPS: US$2.10 (vs US$0.16 in FY 2024)Full year 2025 results: EPS: US$2.10 (up from US$0.16 in FY 2024). Revenue: US$23.0b (down 3.6% from FY 2024). Net income: US$582.0m (up US$537.0m from FY 2024). Profit margin: 2.5% (up from 0.2% in FY 2024). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.9% vs FY 2024 Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 10%.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 1FDO 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.배당금 증가: 1FDO 의 배당금 지급액은 지난 10 년 동안 감소했습니다.배당 수익률 vs 시장Macy's 배당 수익률 vs 시장1FDO의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (1FDO)3.7%시장 하위 25% (IT)1.6%시장 상위 25% (IT)4.5%업계 평균 (Multiline Retail)1.4%분석가 예측 (1FDO) (최대 3년)3.9%주목할만한 배당금: 1FDO 의 배당금( 3.71% )은 Italian 시장에서 배당금 지급자의 하위 25%( 1.65% )보다 높습니다.고배당: 1FDO 의 배당금( 3.71% )은 Italian 시장에서 배당금 지급자의 상위 25%( 4.53% )와 비교해 낮습니다.주주 대상 이익 배당수익 보장: 합리적으로 낮은 지불 비율 ( 30.8% )로 1FDO 의 배당금 지급은 수익으로 충분히 충당됩니다.주주 현금 배당현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 29.3% )로 1FDO 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YIT 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 06:18종가2026/05/22 00:00수익2026/01/31연간 수익2026/01/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Macy's, Inc.는 27명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Christopher GrajaArgus Research CompanyWayne HoodBMO Capital Markets Equity ResearchLorraine Corrine HutchinsonBofA Global Research24명의 분석가 더 보기
공시 • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.
Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.
Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).
공시 • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.
공시 • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.
공시 • May 18Macy's, Inc. to Report Q1, 2027 Results on Jun 03, 2026Macy's, Inc. announced that they will report Q1, 2027 results Pre-Market on Jun 03, 2026
공시 • May 16Macy's, Inc. Declares Regular Quarterly Dividend, Payable on July 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2026, to shareholders of record at the close of business on June 15, 2026.
공시 • Apr 01Macy's, Inc., Annual General Meeting, May 15, 2026Macy's, Inc., Annual General Meeting, May 15, 2026.
Reported Earnings • Mar 18Full year 2026 earnings released: EPS: US$2.37 (vs US$2.10 in FY 2025)Full year 2026 results: EPS: US$2.37 (up from US$2.10 in FY 2025). Revenue: US$22.6b (down 1.7% from FY 2025). Net income: US$642.0m (up 10% from FY 2025). Profit margin: 2.8% (up from 2.5% in FY 2025). Revenue is expected to decline by 4.4% p.a. on average during the next 2 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 17%. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Mar 18Macy's, Inc. Provides Earnings Guidance for 2026Macy's, Inc. provided earnings guidance for 2026. For the period, the company expects net sales of $21.4 billion to $21.65 billion.
Declared Dividend • Mar 08Third quarter dividend of US$0.19 announcedShareholders will receive a dividend of US$0.19. Ex-date: 12th March 2026 Payment date: 1st April 2026 Dividend yield will be 4.2%, which is higher than the industry average of 1.9%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to €15.61. The fair value is estimated to be €19.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.4% over the last 3 years. Earnings per share has declined by 47%. Revenue is forecast to decline by 10% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
공시 • Mar 03Macy's, Inc. to Report Q4, 2026 Results on Mar 18, 2026Macy's, Inc. announced that they will report Q4, 2026 results Pre-Market on Mar 18, 2026
공시 • Feb 28Macy's, Inc. Declares Regular Quarterly Dividend, Payable on April 1, 2026The board of directors of Macy's, Inc. declared a regular quarterly dividend of 19.15 cents per share on Macy's, Inc.’s common stock, an increase of 5%, payable on April 1, 2026, to shareholders of record at the close of business on March 13, 2026.
New Risk • Jan 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Italian stocks, typically moving 5.3% 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: Minor Risks High level of debt (46% net debt to equity). 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 (5.3% average weekly change). Large one-off items impacting financial results. Significant insider selling over the past 3 months (€2.0m sold).
Recent Insider Transactions • Dec 12Executive VP recently sold €1.7m worth of stockOn the 11th of December, Danielle Kirgan sold around 85k shares on-market at roughly €20.35 per share. This transaction amounted to 62% 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 €6.1m more than they bought in the last 12 months.
Upcoming Dividend • Dec 05Upcoming dividend of US$0.18 per shareEligible shareholders must have bought the stock before 12 December 2025. Payment date: 02 January 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Italian dividend payers (4.9%). Higher than average of industry peers (1.2%).
New Risk • Dec 04New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 21% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks High level of debt (46% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Significant insider selling over the past 3 months (€3.9m sold).
Reported Earnings • Dec 04Third quarter 2026 earnings released: EPS: US$0.041 (vs US$0.10 in 3Q 2025)Third quarter 2026 results: EPS: US$0.041 (down from US$0.10 in 3Q 2025). Revenue: US$4.91b (flat on 3Q 2025). Net income: US$11.0m (down 61% from 3Q 2025). Profit margin: 0.2% (down from 0.6% in 3Q 2025). Revenue is expected to decline by 4.8% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 15%. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • Dec 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects net sales to be $21.475 billion to $21.625 billion compared to pervious guidance of $21.15 billion to $21.45 billion. Reflects the impact of fiscal 2024 store closures, primarily Macy’s nameplate locations, which contributed approximately $700 million of annual net sales.
Valuation Update With 7 Day Price Move • Nov 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.57, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 16x in the Multiline Retail industry in Europe. Total loss to shareholders of 3.4% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €18.05 per share.
공시 • Nov 14Macy's, Inc. to Report Q3, 2026 Results on Dec 03, 2025Macy's, Inc. announced that they will report Q3, 2026 results Pre-Market on Dec 03, 2025
공시 • Oct 25Macy's, Inc. Declares Regular Quarterly Dividend, Payable on January 2, 2026Macy's, Inc. board of directors declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on January 2, 2026, to shareholders of record at the close of business on December 15, 2025.
공시 • Oct 21Macy's, Inc., Marvel and the Nba Team Up to Launch an Exclusive Spider-Man-Inspired CollectionMacy's, Inc. is unveiling an exciting, new Marvel's Spider-Man-inspired collection available exclusively at Macy's. This assortment pays homage to the epic web-slinging Super Hero and includes adults and kids apparel, accessories and home decor, featuring NBA iconography. The collection's debut comes on the heels of the return of the Spider-Man balloon, for the second year in a row, in the 99th Macy's Thanksgiving Day Parade®?.
공시 • Sep 03Macy's, Inc. Revises Earnings Guidance for the Year 2025Macy's, Inc. revised earnings guidance for the year 2025. For the year, the company expects Net sales in the range of $21.15 billion to $21.45 billion against previous guidance of $21.0 billion to $21.4 billion.
공시 • Aug 12Macy's, Inc. to Report Q2, 2026 Results on Sep 03, 2025Macy's, Inc. announced that they will report Q2, 2026 results on Sep 03, 2025
공시 • Aug 05Macy's Unveils First-Ever on 34th CollaborationMacy's announced its first-ever On 34th brand collaboration, in partnership with acclaimed costume designer Alix Friedberg and inspired by her work on the spirited world of the Emmy award-nominated Apple Original series, Palm Royale. Drawing upon Friedberg's celebrated work on the series, the collection channels the playful sophistication and easy elegance that define the show's aesthetic. The On 34th | Alix Friedberg collection features an array of women's apparel and accessories and is now available at select Macy's retail stores, online at Macys.com, and through the Macy's app. Alix Friedberg, known for her work in costume design, infused her expertise into the collection, drawing inspiration from Palm Royale and Palm Beach style. The On 34th |Alix Friedberg collection offers an array of effortlessly chic pieces, from flowy dresses, skirts, and tops to versatile sets and a range of accessories designed for mixing and matching. With retro patterns and sun-kissed colors, each item echoes the mid-century glamor and carefree mood that inspired the collection. For this collection's campaign, acclaimed photographer Ben Watts captured the spirit of the collection with his signature blend of authenticity and vibrance. The campaign stars model Georgia Fowler, whose effortless inspiration and timeless appeal mirror the collection's vintage-inspired aesthetic. As a centerpiece of the launch, Macy's has transformed the iconic Herald Square windows with immersive displays featuring key looks from the collection, inspired by Palm Royale's playful sophistication, to invite passersby into a world of sunny color and bold style. First launched in August 2023, On 34th was the first new brand unveiled as part of Macy's reimagined customer-centric private brands portfolio. The brand was created with inspirational and modern design, informed by the voice of the customer, and built for real life. The launch of On 34th marked an important milestone in Macy's journey to elevate and reimagine the company's private brand portfolio, all while developing unique and relevant product design that illustrates multiple points of inspiration and customer data. The On 34th |alix Friedberg collection includes 19 apparel styles, comprised of dresses, tops, skirts, and match sets, along with additional styles of scarves, jewelry pieces, and handbags. Each piece offers mix-and-match versatility, designed for layering and pairing, and is available in a range of sizes from XXS to XXS. Apparel prices range from $49.50 to $159.50, while accessories are priced between $24.50 and $99.50. Don't miss Palm Royale, now streaming on Apple TV+.
공시 • May 28Macy's, Inc. Reaffirms Earnings Guidance for the Fiscal Year 2025Macy's, Inc. reaffirmed earnings guidance for the fiscal year 2025. For the year, the company expected net sales to be in the range of $21.0 billion to $21.4 billion.
공시 • May 16Macy’S, Inc. Declares Quarterly Dividend, Payable on July 1, 2025The board of directors of Macy's, Inc. declared a regular quarterly dividend of 18.24 cents per share on Macy's, Inc.’s common stock, payable on July 1, 2025, to shareholders of record at the close of business on June 13, 2025.
공시 • May 13Macy's, Inc. to Report Q1, 2026 Results on May 28, 2025Macy's, Inc. announced that they will report Q1, 2026 results on May 28, 2025
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €9.77, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 15x in the Multiline Retail industry in Europe. Total loss to shareholders of 42% over the past year.
공시 • Apr 03Macy's, Inc. Announces Chief Operating Officer ChangesMacy's, Inc. appointed Thomas J. Edwards as Chief Operating Officer effective June 22. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcements, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Operating Officer and Chief Financial Officer through June 21st to ensure a seamless transition. Barbie Cameron, Macy’s Chief Stores Officer, will report directly to Chairman and Chief Executive Officer, Tony Spring, effective June 22nd. Maly Bernstein, CEO Bluemercury, will report to CEO of Bloomingdale’s, Olivier Bron, effective May 1st 2025.
공시 • Apr 01Macy's, Inc. Announces CFO ChangesMacy's, Inc. announced that Thomas J. Edwards will become Chief Financial Officer of the company, effective June 22, 2025. Edwards is an accomplished industry executive with deep financial knowledge and operational acumen from nearly 40 years in the retail, consumer goods, and hospitality industries. As Chief Operating Officer and Chief Financial Officer, Edwards is expected to be a disciplined steward of Macy’s, Inc. financial and operational functions, driving innovation to transform and optimize operations that serve customers and unlock value for shareholders. Currently, Edwards is the Chief Financial Officer and Chief Operating Officer of Capri Holdings Limited, where he leads the finance, information technology and supply chain teams. In his eight years at Capri Holdings, Edwards has spearheaded the acquisition and integration of global fashion brands Versace and Jimmy Choo and implemented shared systems and capabilities, including a global ERP platform, and generated significant savings across brands, functions and regions. Before joining Capri, he was Executive Vice President and Chief Financial Officer of Chili’s owner Brinker International, Inc., and has held numerous finance and operations positions at Wyndham Hotel Group, Kraft Foods and Nabisco Food Service Company. As a part of the announcement, Adrian Mitchell will be leaving the company. He will continue in his current capacity as Chief Financial Officer through June 21, 2025 to ensure a seamless transition.
Reported Earnings • Mar 23Full year 2025 earnings released: EPS: US$2.10 (vs US$0.16 in FY 2024)Full year 2025 results: EPS: US$2.10 (up from US$0.16 in FY 2024). Revenue: US$23.0b (down 3.6% from FY 2024). Net income: US$582.0m (up US$537.0m from FY 2024). Profit margin: 2.5% (up from 0.2% in FY 2024). The increase in margin was driven by lower expenses. Like-for-like sales growth: Down 0.9% vs FY 2024 Revenue is expected to decline by 7.9% p.a. on average during the next 3 years, while revenues in the Multiline Retail industry in Europe are expected to grow by 10%.