Macerich Geçmiş Kazanç Performansı
Geçmiş kriter kontrolleri 0/6
Macerich şirketinin kazançları yıllık ortalama -19.7% oranında azalırken, Retail REITs sektörünün kazançları yıllık 10.7% oranında artan oldu. Gelirler yıllık ortalama 5.3% oranında artan oldu.
Anahtar bilgiler
-19.70%
Kazanç büyüme oranı
-12.19%
EPS büyüme oranı
| Retail REITs Sektör Büyümesi | 8.45% |
| Gelir büyüme oranı | 5.30% |
| Özkaynak getirisi | -5.92% |
| Net Marj | -16.58% |
| Son Kazanç Güncellemesi | 30 Jun 2026 |
Yakın geçmiş performans güncellemeleri
Recent updates
Anlatı Güncellemesi • Sep 03
MAC: Forward Equity Raise And Leasing Progress Will Shape Medium Term Upside
For Macerich, the analyst price target update reflects a modest uplift in fair value from $21.23 to $22.85, as analysts factor in steady progress on the company's "Path Forward" plan, ongoing leasing momentum, and updated expectations for margins and future earnings multiples across recent research. Analyst Commentary Recent research on Macerich shows a mix of support for the "Path Forward" plan and fresh caution around how much upside is already reflected in the stock.
Anlatı Güncellemesi • Aug 18
MAC: Path Forward Plan And Financing Moves Will Guide Balanced Repricing Potential
The analyst price target for Macerich has moved modestly higher, with the updated fair value estimate rising from $25.75 to $26.63 as analysts cite ongoing leasing progress, Path Forward Plan execution, and adjusted retail REIT models following recent earnings updates. Analyst Commentary Recent research updates on Macerich give you a mixed but generally constructive picture, with many firms lifting price targets while still watching execution risk around the Path Forward Plan, acquisitions, and valuation.Anlatı Güncellemesi • Aug 04
MAC: Equity Raises For Acquisitions May Cap Upside Despite Path Forward Progress
The updated Macerich price target of $21.23 reflects a modest increase from $19.85, aligning with analysts' higher $24 to $30 targets that are supported by progress on the Path Forward Plan, leasing momentum, adjusted FFO outlooks, and acquisition funding capacity. Analyst Commentary Recent research on Macerich shows a mix of optimism on the Path Forward Plan and leasing progress, alongside a clear pocket of caution around valuation, execution risk, and the durability of growth.Anlatı Güncellemesi • Jul 21
MAC: Path Forward Plan And Equity Raises Will Shape Balanced Repricing Potential
The analyst price target for Macerich has been raised from $24.31 to $25.75. This change reflects analysts' updated views on the company's "Path Forward Plan," leasing progress, acquisition funding from recent equity issuance, and revised FFO and valuation assumptions across several firms.Anlatı Güncellemesi • Jul 07
MAC: Equity Raises And Path Forward Execution Risks May Limit Upside
The analyst price target for Macerich has been lifted from $19.00 to about $19.85 as analysts factor in higher price objectives across the Street, citing progress on the "Path Forward Plan," improved leasing trends, updated FFO assumptions, and the potential impact of recent acquisition and funding activity. Analyst Commentary Recent Street research on Macerich shows a mix of optimism about the Path Forward Plan and leasing progress, alongside a pocket of caution around valuation, funding choices, and execution risk on longer term earnings targets.Seeking Alpha • Jun 25
Macerich: Growth Story Hobbled By Debt
Summary Macerich is undergoing a major transformation, focusing on high-performing Class A malls and targeting Gen Z consumers for future growth. Despite impressive portfolio streamlining and leasing momentum, MAC remains constrained by high debt levels, elevated interest rates, and a below-average dividend yield. FFO per share is forecast to grow 11.3% in 2026 and 11.9% in 2027, with acquisitions and dispositions expected to balance out in 2026. Read the full article on Seeking AlphaAnlatı Güncellemesi • Jun 23
MAC: Path Forward Plan And Equity Raises May Support Measured Repricing Ahead
The analyst price target for Macerich has been raised from $23.13 to $24.31, with analysts citing progress on the "Path Forward" plan, improved earnings visibility, and updated targets across multiple firms as key drivers behind the change. Analyst Commentary Recent research on Macerich reflects a mix of optimism around the "Path Forward" plan and more cautious views on valuation and execution risk.Analiz Makalesi • Jun 17
Macerich (MAC) Stock Could Be 25.5% Below Fair Value Despite Mixed Valuation Views
Macerich (MAC) stock has drawn investor attention after its recent performance, with the share price closing at $23.75 and total return figures highlighting a mix of shorter and longer term outcomes. See our latest analysis for Macerich. Recent trading has been choppy for Macerich, with the share price falling 5.34% over the last day even after a 30 day share price return of 9.95% and a year to date share price return of 28.24%. The 1 year total shareholder return of 55.45% and 3 year total...Anlatı Güncellemesi • Jun 07
MAC: Path Forward Plan And Deleveraging May Support Measured Repricing Ahead
Narrative Update The analyst price target for Macerich moves from $21.63 to $23.13 as analysts respond to the company's "Path Forward Plan," completed balance sheet deleveraging and portfolio simplification, modest guidance adjustments, and updated models following recent equity and earnings developments. Analyst Commentary Recent research on Macerich shows a mix of optimism and caution, with several firms updating models and price targets following the "Path Forward Plan," balance sheet changes, and an equity raise.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.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.
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 AlphaGelir ve Gider Dağılımı
Gelir ve Gider Dağılımı
Macerich nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.
Kazanç ve Gelir Geçmişi
| Tarih | Gelir | Kazançlar | G+A Giderleri | Ar-Ge Giderleri |
|---|---|---|---|---|
| 30 Jun 26 | 1,027 | -170 | 34 | 0 |
| 31 Mar 26 | 1,024 | -184 | 32 | 0 |
| 31 Dec 25 | 1,041 | -198 | 32 | 0 |
| 30 Sep 25 | 1,100 | -390 | 30 | 0 |
| 30 Jun 25 | 1,049 | -411 | 29 | 0 |
| 31 Mar 25 | 1,012 | -118 | 28 | 0 |
| 31 Dec 24 | 899 | -195 | 28 | 0 |
| 30 Sep 24 | 788 | 78 | 28 | 0 |
| 30 Jun 24 | 794 | -76 | 28 | 0 |
| 31 Mar 24 | 839 | -343 | 30 | 0 |
| 31 Dec 23 | 856 | -275 | 29 | 0 |
| 30 Sep 23 | 879 | -335 | 29 | 0 |
| 30 Jun 23 | 878 | -88 | 30 | 0 |
| 31 Mar 23 | 832 | -88 | 27 | 0 |
| 31 Dec 22 | 866 | -67 | 27 | 0 |
| 30 Sep 22 | 844 | -86 | 28 | 0 |
| 30 Jun 22 | 838 | 36 | 29 | 0 |
| 31 Mar 22 | 863 | 40 | 29 | 0 |
| 31 Dec 21 | 868 | 13 | 30 | 0 |
| 30 Sep 21 | 823 | -160 | 30 | 0 |
| 30 Jun 21 | 786 | -289 | 30 | 0 |
| 31 Mar 21 | 715 | -302 | 32 | 0 |
| 31 Dec 20 | 759 | -231 | 30 | 0 |
| 30 Sep 20 | 831 | -14 | 28 | 0 |
| 30 Jun 20 | 904 | 54 | 26 | 0 |
| 31 Mar 20 | 974 | 95 | 22 | 0 |
| 31 Dec 19 | 976 | 96 | 23 | 0 |
| 30 Sep 19 | 987 | 81 | 23 | 0 |
| 30 Jun 19 | 997 | 108 | 23 | 0 |
| 31 Mar 19 | 1,016 | 100 | 23 | 0 |
| 31 Dec 18 | 1,028 | 59 | 24 | 0 |
| 30 Sep 18 | 1,046 | 80 | 25 | 0 |
| 30 Jun 18 | 1,047 | 24 | 25 | 0 |
| 31 Mar 18 | 1,049 | 43 | 28 | 0 |
| 31 Dec 17 | 1,044 | 145 | 28 | 0 |
| 30 Sep 17 | 1,060 | 150 | 26 | 0 |
| 30 Jun 17 | 1,066 | 146 | 28 | 0 |
| 31 Mar 17 | 1,080 | 165 | 28 | 0 |
| 31 Dec 16 | 1,085 | 516 | 28 | 0 |
| 30 Sep 16 | 1,131 | 893 | 30 | 0 |
| 30 Jun 16 | 1,204 | 913 | 30 | 0 |
| 31 Mar 16 | 1,261 | 882 | 30 | 0 |
| 31 Dec 15 | 1,322 | 486 | 30 | 0 |
| 30 Sep 15 | 1,323 | 1,500 | 35 | 0 |
Kaliteli Kazançlar: MAC şu anda kârlı değil.
Büyüyen Kar Marjı: MAC şu anda kârlı değil.
Serbest Nakit Akışı ve Kazanç Analizi
Geçmiş Kazanç Büyüme Analizi
Kazanç Eğilimi: MAC kârlı değildir ve zararlar son 5 yılda yılda 19.7% oranında artmıştır.
Büyüme Hızlandırma: MAC 'un son bir yıldaki kazanç büyümesinin 5 yıllık ortalamasıyla karşılaştırılması mümkün değil çünkü şu anda kârlı değil
Kazançlar vs. Sektör: MAC kârlı olmadığından, geçmiş yıl kazanç büyümesinin Retail REITs sektörüyle ( 29% ) karşılaştırılması zorlaşıyor.
Özkaynak Getirisi
Yüksek ROE: MAC hissesi şu anda kârlı olmadığından negatif Özsermaye Getirisi'ne ( -5.92% ) sahiptir.
Varlık Getirisi
Kullanılan Sermaye Getirisi
Geçmişte güçlü performans gösteren şirketleri keşfedin
Şirket Analizi ve Finansal Veri Durumu
| Veri | Son Güncelleme (UTC saati) |
|---|---|
| Şirket Analizi | 2026/09/14 08:42 |
| Gün Sonu Hisse Fiyatı | 2026/09/11 00:00 |
| Kazançlar | 2026/06/30 |
| Yıllık Kazançlar | 2025/12/31 |
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.
| Paket | Veri | Zaman Çerçevesi | Örnek ABD Kaynağı * |
|---|---|---|---|
| Şirket Finansalları | 10 yıl |
| |
| Analist Konsensüs Tahminleri | +3 yıl |
|
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| Piyasa Fiyatları | 30 yıl |
| |
| Sahiplik | 10 yıl |
| |
| Yönetim | 10 yıl |
| |
| Önemli Gelişmeler | 10 yıl |
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* 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 kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.
Simply Wall St analiz modelini tasarlayan ve oluşturan 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 35 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.
| Analist | Kurum |
|---|---|
| null null | Argus Research Company |
| Ross Smotrich | Barclays |
| Paul Adornato | BMO Capital Markets Equity Research |