The Macerich Company

NYSE:MAC Stok Raporu

Piyasa değeri: US$6.5b

Macerich Gelecekteki Büyüme

Future kriter kontrolleri 3/6

Macerich kazanç ve gelirin sırasıyla yıllık 84.7% ve 1.1% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 84.4% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 1.4% olacağı tahmin edilmektedir.

Anahtar bilgiler

84.7%

Kazanç büyüme oranı

84.36%

EPS büyüme oranı

Retail REITs kazanç büyümesi-2.0%
Gelir büyüme oranı1.1%
Gelecekteki özkaynak getirisi1.36%
Analist kapsamı

Good

Son güncelleme21 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • May 24

MAC: Equity Raise And Execution Risks Will Cap Future Upside Potential

Analysts have lifted the price target on Macerich to $19.00 from $15.58, citing refreshed models that reflect updated guidance, adjusted expectations for revenue decline and margins, and a range of recent price target increases across the Street. Analyst Commentary Recent Street research around Macerich points to a mix of optimism on execution and balance sheet progress, alongside ongoing debate about how fully the stock already reflects these improvements.
Anlatı Güncellemesi • May 07

MAC: Path Forward Execution And Deleveraging May Support Balanced Repricing Ahead

Analysts have raised their average price target for Macerich by a few dollars to reflect recent target increases across several research firms, citing progress on the company's multi year "Path Forward Plan," asset sales, and balance sheet improvement as key supports for the updated view. Analyst Commentary Recent research updates present a mixed picture on Macerich, with several price target increases and a couple of rating changes that highlight both improving execution and ongoing debates about valuation and risk.
Anlatı Güncellemesi • Apr 20

MAC: Path Forward Execution And Deleveraging Support Balanced Outlook As Models Update

The analyst price target for Macerich edges up from $21.38 to $21.63, as analysts factor in a modestly lower discount rate, steady revenue and margin assumptions, and recent Street research that highlights execution on the "Path Forward Plan," asset sales, deleveraging, and updated valuation models across several firms. Analyst Commentary Recent Street research on Macerich reflects a mix of optimism about the company’s execution and balance sheet progress, alongside ongoing caution on valuation and long term earnings power.
Anlatı Güncellemesi • Apr 05

MAC: Path Forward Execution And Deleveraging Shape Balanced Outlook For Future Returns

Analysts nudged Macerich's fair value estimate to $21.38 from $21.19, citing updated models that reflect improved profit margin assumptions, a lower discount rate, and recent price target increases across the Street. Analyst Commentary Recent Street research on Macerich clusters around higher price targets and rating changes, with opinions split between optimism on execution and caution on valuation and sector fundamentals.
Anlatı Güncellemesi • Mar 21

MAC: Path Forward Deleveraging And Asset Sales Will Drive Future Returns

The analyst price target for Macerich increases from $21.13 to $21.19 as analysts factor in updated models, recent price target revisions across the Street, and progress against the company's multi-year "Path Forward Plan." Analyst Commentary Recent research updates on Macerich reflect a mix of optimism around execution on the "Path Forward Plan" and caution on valuation and sector fundamentals. Price targets now span from the high teens to the mid twenties, with ratings ranging from Sell to Overweight.
Anlatı Güncellemesi • Mar 07

MAC: Path Forward Execution And Deleveraging Will Shape Future Returns

The analyst price target for Macerich has moved higher to $21.13 from $20.13 as analysts point to updated expectations for the company’s Path Forward Plan, improving margin assumptions and revised P/E and discount rate inputs in recent research. Analyst Commentary Recent Street research on Macerich shows a mix of optimism around execution on the Path Forward Plan and caution around valuation and sector headwinds.
Anlatı Güncellemesi • Feb 20

MAC: Peak Fundamentals And Occupancy Levels Will Limit Future Upside Potential

Analysts have lifted their price targets on Macerich, including one increase to $21. This change reflects updated views on discount rates, revenue trends, profit margins, and future P/E assumptions.
Anlatı Güncellemesi • Feb 06

MAC: Sector Peak Concerns And Occupancy Expectations Will Shape Future Returns

Analysts have nudged their fair value estimate for Macerich up from about $19.86 to $20.13, citing a series of recent price target increases and updated sector views that reflect current expectations for occupancy and earnings quality. Analyst Commentary Bullish Takeaways Bullish analysts highlight the series of price target resets, from US$18 to US$19 and then above US$20, as support for a modestly higher fair value range for the shares.
Seeking Alpha • Feb 03

Macerich: Deleveraging Balance Sheet And Redevelopments To Limit Downside Risk

Summary Macerich is reiterating its multi-year "Path Forward Plan" transformation strategy to sell non-core properties to reduce debt. I downgrade MAC to Hold from Buy, as the shares are currently trading above my calculated intrinsic NAV of $15.42. Cap rate compression could happen with improved portfolio quality and reduced debt in the future. Read the full article on Seeking Alpha
Anlatı Güncellemesi • Jan 22

MAC: Peak Occupancy Concerns Will Constrain Future Upside Potential

Narrative update on Macerich Analysts have nudged their fair value estimate for Macerich to about US$15.58 from US$15.00, reflecting recent price target increases across the Street as they refresh assumptions on growth, margins and long term P/E expectations. Analyst Commentary Recent Street research on Macerich has centered on refreshed price targets and sector views as firms revisit their models for U.S. real estate and REITs. While individual targets differ, the common thread is a reassessment of mall and shopping center fundamentals alongside updated assumptions for occupancy and earnings power.
Anlatı Güncellemesi • Jan 08

MAC: Lower Discount Rate And P/E Assumptions Will Shape Future Returns

Narrative update on Macerich Analysts have lifted their price target on Macerich to about $19.86 from $19.53, reflecting updated views on discount rates, revenue trends, margins and long term P/E assumptions, in line with recent Street research that raised one target to $19. Analyst Commentary Recent commentary focuses on how updated discount rates, revenue trends, margin assumptions and long term P/E expectations feed into the fair value range for Macerich.
Anlatı Güncellemesi • Sep 20

Experiential Retail Trends Will Revitalize Urban Leasing

Analysts modestly increased Macerich’s price target to $19.53, citing improved Q2 performance and a sector-wide REIT valuation reassessment, though concerns about the company’s risk profile persist. Analyst Commentary Bullish analysts increased price targets following updated financial models that reflect improved Q2 performance.
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Yeni Anlatı • Feb 10

Rising Interest Rates And Debt Reduction Plans May Erode Future Earnings

Reducing debt and strategic asset sales may cause revenue instability and transitional earnings impacts during restructuring efforts.
Seeking Alpha • Jan 07

Is Macerich Now A Buy?

Summary Macerich has rallied heavily over the last year as market enthusiasm builds over its Path Forward Plan. The REIT is currently trading for 13.5x times its annualized third-quarter FFO and offers a modest 3.31% dividend yield. The November equity offering should be accretive, but revenue is set to dip in future quarters on asset sales and givebacks. Read the full article on Seeking Alpha
Seeking Alpha • Oct 16

Macerich: Old Retail Is Fading

Summary Macerich is a REIT focused on malls and shopping centers, currently yielding 3.8%, with no clear growth story. Management aims to reduce debt by $2B through asset sales, but this likely means revenue and cash flows will decline in the near term. E-commerce growth and the shift from brick-and-mortar retail present significant challenges, making MAC's turnaround and profitable growth uncertain. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Macerich: Probability Of Better Dividends Is Weak

Summary MAC reported FFO numbers for its second quarter that dipped 1 cent per share year-over-year. The dividend is 230% covered by FFO but still sits almost 80% below its pre-pandemic level. Management has not made it clear that their path forward plan intends to boost the capacity for more substantial dividend payouts. Read the full article on Seeking Alpha
Seeking Alpha • May 01

Macerich: Increased Headwinds And Higher Valuation Reduce Investment Appeal (Rating Downgrade)

Summary Macerich's Q1 2024 results were below expectations, with a big miss on funds from operations (FFO) and a slight decrease in same center net operating income (NOI). The company faces persistent challenges including high interest rates, a weakened consumer, and increased competition from online retailers and overseas markets, all of which are pressuring traditional mall revenues. Refinancing debt at higher interest rates and pressures on consumer spending further contribute to the company's challenges. Read the full article on Seeking Alpha

Kazanç ve Gelir Büyüme Tahminleri

NYSE:MAC - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202899833N/A3894
12/31/202796311193336
12/31/2026940-45703047
3/31/20261,024-184310310N/A
12/31/20251,041-198322322N/A
9/30/20251,100-390326326N/A
6/30/20251,049-411314314N/A
3/31/20251,012-118311311N/A
12/31/2024899-195283283N/A
9/30/202478878278278N/A
6/30/2024794-76285285N/A
3/31/2024839-343276276N/A
12/31/2023856-275296296N/A
9/30/2023879-335299299N/A
6/30/2023878-88361361N/A
3/31/2023832-88353353N/A
12/31/2022866-67338338N/A
9/30/2022844-86360360N/A
6/30/202283836289289N/A
3/31/202286340300300N/A
12/31/202186813286286N/A
9/30/2021823-160271271N/A
6/30/2021786-289253253N/A
3/31/2021715-302127127N/A
12/31/2020759-231125125N/A
9/30/2020831-14148148N/A
6/30/202090454175175N/A
3/31/202097495306306N/A
12/31/201997696N/A355N/A
9/30/201998781N/A369N/A
6/30/2019997108N/A345N/A
3/31/20191,016100N/A348N/A
12/31/20181,02859N/A344N/A
9/30/20181,04680N/A334N/A
6/30/20181,04724N/A361N/A
3/31/20181,04943N/A379N/A
12/31/20171,044145N/A386N/A
9/30/20171,060150N/A398N/A
6/30/20171,066146N/A400N/A
3/31/20171,080165N/A412N/A
12/31/20161,085516N/A430N/A
9/30/20161,131893N/A458N/A
6/30/20161,204913N/A487N/A
3/31/20161,261882N/A498N/A
12/31/20151,322486N/A555N/A
9/30/20151,3231,500N/A517N/A
6/30/20151,2671,503N/A483N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: MAC önümüzdeki 3 yıl içerisinde kârlı hale gelmesi öngörülüyor; bu da tasarruf oranından ( 3.5% ) daha hızlı bir büyüme olarak değerlendiriliyor.

Kazançlar ve Piyasa: MAC önümüzdeki 3 yıl içerisinde karlı hale gelmesi öngörülüyor ki bu da ortalama piyasa büyümesinin üzerinde kabul ediliyor.

Yüksek Büyüme Kazançları: MAC önümüzdeki 3 yıl içinde karlı hale gelmesi bekleniyor.

Gelir ve Pazar: MAC şirketinin gelirinin (yıllık 1.1% ) US pazarından (yıllık 11.7% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: MAC şirketinin gelirinin (yıllık 1.1% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: MAC 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 1.4 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/25 22:02
Gün Sonu Hisse Fiyatı2026/05/22 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

The Macerich Company 36 Bu analistlerden 7, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
null nullArgus Research Company
Ross SmotrichBarclays
Paul AdornatoBMO Capital Markets Equity Research