Macy's (M) Aktievy
Macy's, Inc. är en omnikanal detaljhandelsorganisation som driver butiker, webbplatser och mobila applikationer i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 5/6 |
| Framtida tillväxt | 0/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 6/6 |
| Utdelningar | 3/6 |
M Community Fair Values
Create NarrativeSee what 35 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Top Community Narratives
US$24.43
FV
5.2% övervärderad intrinsisk rabatt5.57%
Revenue growth p.a.
570
users have viewed this narrative2users have liked this narrative
2users have commented on this narrative
17users have followed this narrative
Macy's, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$25.70 |
| 52 veckors högsta | US$26.00 |
| 52 veckors lägsta | US$10.87 |
| Beta | 1.5 |
| 1 månads förändring | 18.60% |
| 3 månaders förändring | 43.26% |
| 1 års förändring | 131.12% |
| 3 års förändring | 60.32% |
| 5 års förändring | 36.48% |
| Förändring sedan börsintroduktionen | 197.97% |
Senaste nyheter och uppdateringar
Uppdatering av berättelse • Jun 24
M: Turnaround Efforts And Capital Returns Will Support A Balanced Outlook
Analysts have raised their price target on Macy's stock from $21.50 to $22.05, citing updated assumptions around discount rates, revenue trends, profit margins and future P/E expectations. What’s in the News for Macy’s Macy's reported Q1 comparable sales growth of 3%, with Bloomingdale's at 10.2% and Bluemercury at 6.4%, and Q1 net income of $63 million with adjusted diluted EPS of $0.13, beating Wall Street expectations and marking a fifth consecutive quarter of earnings beats, according to recent earnings coverage.Seeking Alpha • Jun 18
Macy's: Salvaged From The Dumpster, This Is A Growth Story Again
Summary Macy’s has defied sector pessimism, delivering >100% stock gains in twelve months and reaching new multiyear highs after a strong Q1 beat-and-raise. I reiterate my buy rating, citing continued upside driven by resilient sales to higher-income consumers, operational rigor, and new growth avenues. M remains attractively valued at 11.4x FY26 P/E and 10.3x FY27 P/E, trading below peers like Kohl’s despite stronger sales momentum. Operational improvements—AI-driven forecasting, logistics gains, and fresher inventory—position M for further margin expansion and reduced reliance on markdowns. Read the full article on Seeking AlphaUppdatering av berättelse • Jun 08
M: Turnaround Program And Capital Returns Will Support A Steady Outlook
The analyst price target for Macy's has been raised by $2.10 to $21.50. Analysts attribute the revision to updated assumptions regarding the discount rate, revenue contraction, profit margins, and future P/E ratio.Recent updates
Uppdatering av berättelse • Jun 24
M: Turnaround Efforts And Capital Returns Will Support A Balanced Outlook
Analysts have raised their price target on Macy's stock from $21.50 to $22.05, citing updated assumptions around discount rates, revenue trends, profit margins and future P/E expectations. What’s in the News for Macy’s Macy's reported Q1 comparable sales growth of 3%, with Bloomingdale's at 10.2% and Bluemercury at 6.4%, and Q1 net income of $63 million with adjusted diluted EPS of $0.13, beating Wall Street expectations and marking a fifth consecutive quarter of earnings beats, according to recent earnings coverage.Seeking Alpha • Jun 18
Macy's: Salvaged From The Dumpster, This Is A Growth Story Again
Summary Macy’s has defied sector pessimism, delivering >100% stock gains in twelve months and reaching new multiyear highs after a strong Q1 beat-and-raise. I reiterate my buy rating, citing continued upside driven by resilient sales to higher-income consumers, operational rigor, and new growth avenues. M remains attractively valued at 11.4x FY26 P/E and 10.3x FY27 P/E, trading below peers like Kohl’s despite stronger sales momentum. Operational improvements—AI-driven forecasting, logistics gains, and fresher inventory—position M for further margin expansion and reduced reliance on markdowns. Read the full article on Seeking AlphaUppdatering av berättelse • Jun 08
M: Turnaround Program And Capital Returns Will Support A Steady Outlook
The analyst price target for Macy's has been raised by $2.10 to $21.50. Analysts attribute the revision to updated assumptions regarding the discount rate, revenue contraction, profit margins, and future P/E ratio.
Uppdatering av berättelse • May 25
M: Share Repurchases And Dividend Increase Will Support Higher Future P/E Multiple
Analysts have maintained their $25.00 price target for Macy's, citing only minor adjustments to discount rate, revenue growth, profit margin, and forward P/E assumptions that do not materially change their overall view of the stock. What's in the News Macy’s launched a new designer collaboration for its On 34th brand with Emmy Award winning costume designer Molly Rogers, featuring apparel and accessories that focus on prints, layered scarves, graphics and color blocking, with prices generally between $19.50 and $139.50 and sizes from XXS to XXL (company announcement).Uppdatering av berättelse • May 10
M: Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple
Analysts have adjusted their price target on Macy's stock from $24.00 to $25.00, reflecting updated assumptions on the discount rate, revenue change, profit margin, and future P/E multiples. What's in the News Macy’s launched its latest On 34th designer collaboration with Emmy Award winning costume designer Molly Rogers, featuring 44 apparel and accessory pieces with prints, layered scarves, graphics, color blocking and other details.Uppdatering av berättelse • Apr 20
M: Dividend Increase And Buybacks Will Support A Steady Outlook
Analysts have inched their price target for Macy's up to about $19.40 from roughly $19.30, reflecting small adjustments to fair value estimates, discount rate assumptions, profit margin expectations, and forward P/E inputs. What's in the News Macy's issued earnings guidance for 2026, projecting net sales in a range of US$21.4b to US$21.65b (Key Developments).Uppdatering av berättelse • Apr 06
M: Higher Dividend And Buybacks Will Support A Steady Future
Analysts now place Macy's fair value at $19.30, reduced from $21.80. This reflects revised expectations for softer revenue growth with a 6.40% decline and a higher discount rate of 11.76%, even as the projected profit margin edges up to 3.52% and the assumed future P/E shifts to 9.94.Analysartikel • Apr 03
Macy's' (NYSE:M) Profits Appear To Have Quality Issues
Following the solid earnings report from Macy's, Inc. ( NYSE:M ), the market responded by bidding up the stock price...Uppdatering av berättelse • Mar 23
M: Ongoing Share Repurchases And Dividend Increases Will Support Higher Future P/E Multiple
Analysts have trimmed their price target on Macy's from $27.00 to $24.00, reflecting updated views that incorporate softer revenue assumptions, a slightly higher discount rate, modestly higher profit margins, and a revised future P/E of 12.15 from 13.09. What's in the News Macy's updated its share repurchase activity, buying 2,300,000 shares for US$50 million between November 2, 2025 and January 31, 2026, and reported total repurchases of 43,158,000 shares for US$876.2 million under the buyback program announced on February 22, 2022 (Key Developments).Uppdatering av berättelse • Mar 08
M: Higher Regular Dividend Will Support A Steady Future
Analysts have trimmed their price target on Macy's by $0.10 to $21.80, citing updated assumptions that reflect a slightly higher discount rate, a small change in expected revenue contraction, a marginally stronger profit margin outlook, and a modestly higher future P/E multiple. What's in the News Macy's board declared a regular quarterly dividend of $0.1915 per share on common stock, described as a 5% increase, payable on April 1, 2026 to shareholders of record as of March 13, 2026 (company announcement).Uppdatering av berättelse • Feb 21
M: Ongoing Share Repurchases Will Support Higher Future P/E Multiple
Analysts are keeping Macy's price target steady at $27.00. They point to only slight tweaks in their assumptions on discount rate, long term revenue trends, profit margins, and future P/E expectations rather than a change in their overall view of the stock.Uppdatering av berättelse • Feb 07
M: Buybacks And Updated Sales Outlook Will Support A Steady Future
Analysts have slightly raised their fair value estimate for Macy's, with the target moving from US$21.80 to US$21.90. This change reflects small adjustments to the discount rate, revenue growth expectations and projected profit margins, along with a slightly revised assumed future P/E multiple.Uppdatering av berättelse • Jan 24
M: Share Repurchases And Margin Outlook Will Support A Higher Future P/E
Analysts have raised their price target for Macy's from $22.92 to $27.00, citing slightly less steep revenue declines, a modestly higher profit margin outlook, a lower discount rate, and an increased assumed future P/E multiple in their models. What's in the News Macy's reported that from August 3, 2025 to December 3, 2025 it repurchased 2,783,000 shares for $50 million, bringing total repurchases under its February 22, 2022 authorization to 40,858,000 shares (14.36%) for $826.2 million (Key Developments).Uppdatering av berättelse • Jan 09
M: Buybacks And New Fulfillment Center Will Support A Steady Outlook
Analysts have raised their price target for Macy's by about US$0.20 per share, citing only slight tweaks to assumptions on the discount rate, long-run revenue contraction, profit margin, and future P/E as they refine their valuation work. What's in the News Macy's has updated investors on its share repurchase program, completing the buyback of 40,858,000 shares, or 14.36% of shares, for US$826.2m under the authorization announced on February 22, 2022.Uppdatering av berättelse • Dec 25
M: Ongoing Buybacks And Supply Chain Modernization Will Support A Stable Outlook
Narrative Update Analysts have nudged their price target on Macy's slightly higher to approximately 21.80 dollars, reflecting marginally improved long term revenue expectations and a modestly higher future earnings multiple, despite largely stable profit margin assumptions. What's in the News Macy's completed a major tranche of its ongoing share repurchase program, buying back 2,783,000 shares for 50 million dollars in the latest period and bringing total repurchases under the February 2022 authorization to 40,858,000 shares, or 14.36 percent of shares outstanding, for 826.2 million dollars (company filing).Uppdatering av berättelse • Dec 11
M: Improving Outlook And Store Investments Will Offset Ongoing Revenue Pressures
Analysts have raised their price target on Macy's by approximately 25 percent to around $21.70 per share, citing a slightly lower perceived risk profile, moderating revenue declines, and expectations for a higher future earnings multiple despite marginally softer profit margins. What's in the News Macy's tightened its fourth quarter 2025 outlook, guiding net sales to approximately $7.35 billion to $7.5 billion (corporate guidance).Uppdatering av berättelse • Nov 27
M: Modest Earnings Outlook And Shrinking Sales Will Weigh On Performance
Analysts have slightly increased their price target for Macy's, raising it from $16.59 to $17.32 per share. They cite modest improvements in the company’s discount rate and future earnings expectations as the reason for this adjustment.Uppdatering av berättelse • Nov 10
M: Rising Costs And Slowing Retail Demand Will Challenge Performance
Analysts have raised their price target for Macy's from $16.13 to $16.59 per share. They cite slight adjustments in discount rate and forward price-to-earnings forecasts, which reflect cautious optimism about the retailer's outlook.Uppdatering av berättelse • Oct 27
New Partnerships And Fulfillment Upgrades Will Drive Improved Margins And Retail Performance
Analysts have nudged Macy's fair value estimate upward from $15.79 to $16.13 per share. This change reflects subtle improvements in expected profit margins and a modest reduction in the discount rate used in their models.Uppdatering av berättelse • Sep 19
Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success
Upward revisions to Macy’s analyst price target reflect a combination of less negative revenue growth forecasts and a lower discount rate, resulting in an increased fair value estimate from $14.77 to $15.79. What's in the News Macy's provided third quarter 2025 net sales guidance of $4.5 billion to $4.6 billion.Uppdatering av berättelse • Sep 04
Omni-channel Investments And Store Modernization Will Secure Long-Term Retail Success
With both revenue growth forecasts and future P/E stable, analyst sentiment on Macy’s has remained unchanged, leaving the consensus price target steady at $14.77. What's in the News Macy's raised full-year 2025 net sales guidance to $21.15–$21.45 billion from previous $21.0–$21.4 billion.Seeking Alpha • Apr 28
Macy's: An Undervalued Hidden Asset Play
Summary I give Macy's stock a buy rating. The company has strong cash flow and high-quality earnings. Macy's shares have an intrinsic value of $18.15, meaning the stock is currently undervalued by $7.02, almost 39% below its intrinsic value. The company has a price-to-book ratio of 0.68—much lower than that of its peers and the S&P 500—indicating an undervaluation of the company's assets. The company has a hidden real estate value of $20.74 per share, meaning that investors who purchase Macy's shares are getting in on the company's retail operations for free. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Macy's: Attractive Even With Mixed Guidance
Summary Macy's shares have underperformed, losing 30% over the past year, but modernization efforts show promise, particularly in the first 50 updated stores. Despite declining revenue, Macy's beat earnings expectations due to gains on asset sales, though overall sales and margins have been pressured. The company plans to close 150 underperforming stores by next year, focusing on modernizing remaining locations and investing in Bloomingdale’s and Bluemercury. With a solid balance sheet and a 5.2% dividend yield, Macy's offers over 20% upside, making it a buy despite macroeconomic headwinds. Read the full article on Seeking AlphaSeeking Alpha • Jan 13
Wall Street Lunch: ICR Conference Brings In Holiday Sales Results
Summary The ICR Conference has led to significant updates from major retailers, including Macy's, Shake Shack, Abercrombie & Fitch, iRobot, and Lululemon, impacting their stock performances. Crude oil prices surged due to new U.S. sanctions on Russian oil, potentially disrupting global supplies and affecting major buyers like China and India. Goldman Sachs launched the Capital Solutions Group to enhance its global banking and markets division, while Evercore upgraded Caterpillar based on positive dealer surveys. Read the full article on Seeking AlphaSeeking Alpha • Dec 13
Macy's: Growth Is Likely To Inflect Moving Forward (Rating Upgrade)
Summary I upgrade Macy's from hold to buy due to signs of positive growth inflection and improved fundamentals. 3Q24 earnings showed mixed results, but management's 4Q24 guidance indicates the first positive same-store-sales growth in 10 quarters. The success of the "First 50" program and organic demand improvement without heavy promotions bolster confidence in M's FY25 outlook. Read the full article on Seeking AlphaSeeking Alpha • Oct 07
Macy's Bold New Chapter Strategy Faces Too Many Uncertainties
Summary Macy's, Inc.'s CAGR is -17.70%, with a ten-period moving average CAGR of -5.37%, indicating a significant decline. Net sales have decreased in seven of the last ten years, with the latest report showing the second-weakest year since 2020. Despite declining metrics, Macy's management has introduced a restructuring plan titled "A Bold New Chapter" to revitalize the company. Macy's Bold New Chapter strategy faces too much competition, such as discount retailers and market disruptors, and this is the reason why I give Macy's shares a hold rating. Read the full article on Seeking AlphaSeeking Alpha • Sep 24
Macy's, Inc.: Potential For Growth Inflection, But I Am Hold Rated
Summary I am neutral on Macy’s, Inc. due to near-term concerns and lack of visibility into when a positive growth inflection will occur. Macy’s strategic initiatives, including the First 50 go-forward locations, show promise, but widespread impact across all stores will take time. Near-term challenges include store closures, elevated inventory levels, and poor same-store sales comparable growth, which justify a cautious approach. Read the full article on Seeking Alpha
Ny berättelse • Aug 30
Investing In Growth And Digital Efficiency Amidst Economic Challenges Shows Promise For Future Success
Macy's strategic focus on revamping its top stores and adapting to consumer demand shows potential for revenue growth and improved net margins.Aktieägarnas avkastning
| M | US Multiline Retail | US Marknad | |
|---|---|---|---|
| 7D | 6.5% | -4.0% | -2.5% |
| 1Y | 131.1% | 0.2% | 20.1% |
Avkastning vs industri: M översteg US Multiline Retail branschen som gav 0.2 % under det senaste året.
Avkastning vs Marknaden: M översteg US marknaden som gav 20.1 % under det senaste året.
Prisvolatilitet
| M volatility | |
|---|---|
| M Average Weekly Movement | 6.0% |
| Multiline Retail Industry Average Movement | 7.0% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: M har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: M s veckovolatilitet ( 6% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1830 | 90,134 | Tony Spring | www.macysinc.com |
Macy's, Inc. är en omnikanal detaljhandelsorganisation som driver butiker, webbplatser och mobila applikationer i USA. Företaget säljer olika varor, t.ex. kläder och accessoarer för män, kvinnor och barn, kosmetika, heminredning och andra konsumentvaror under varumärkena Macy's, Bloomingdale's och Bluemercury. Bolaget bedriver också verksamhet i Dubai, Förenade Arabemiraten, och Al Zahra, Kuwait, enligt licensavtal.
Macy's, Inc. Sammanfattning av grunderna
| M grundläggande statistik | |
|---|---|
| Börsvärde | US$6.67b |
| Vinst(TTM) | US$667.00m |
| Intäkter(TTM) | US$22.72b |
10.1x
P/E-förhållande0.3x
P/S-förhållandeÄr M övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| M resultaträkning (TTM) | |
|---|---|
| Intäkter | US$22.72b |
| Kostnad för intäkter | US$13.56b |
| Bruttovinst | US$9.16b |
| Övriga kostnader | US$8.49b |
| Intäkter | US$667.00m |
Senast redovisade vinst
May 02, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 2.54 |
| Bruttomarginal | 40.31% |
| Nettovinstmarginal | 2.94% |
| Skuld/egenkapitalförhållande | 50.3% |
Hur har M utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
3.0%
Aktuell utdelningsavkastning30%
UtbetalningskvotGer M en tillförlitlig utdelning?
Se M utdelningshistorik och jämförelsetal| Macy's datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jun 15 2026 |
| Utbetalningsdag för utdelning | Jul 01 2026 |
| Dagar till Ex-utdelning | 11 days |
| Dagar till utdelningsdag | 5 days |
Ger M en tillförlitlig utdelning?
Se M utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/25 02:53 |
| Aktiekurs vid dagens slut | 2026/06/25 00:00 |
| Intäkter | 2026/05/02 |
| Årlig intjäning | 2026/01/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa denna rapport finns på vår Github-sida; vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Macy's, Inc. bevakas av 27 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Christopher Graja | Argus Research Company |
| Wayne Hood | BMO Capital Markets Equity Research |
| Lorraine Corrine Hutchinson | BofA Global Research |