Macy’s (M) Expected to Announce Earnings on Thursday

Macy’s (NYSE:M) is anticipated to post its Q4 2026 results before the market opens on Thursday, March 5th. Analysts expect the company to announce earnings of $1.55 per share and revenue of $7.4831 billion for the quarter. Macy’s has set its FY 2025 guidance at 2.000-2.20 EPS. Interested persons may visit the the company’s upcoming Q4 2026 earning results page for the latest details on the call scheduled for Friday, March 13, 2026 at 1:30 PM ET.

Macy’s (NYSE:M) last issued its quarterly earnings data on Wednesday, December 3rd. The company reported $0.09 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.13) by $0.22. Macy’s had a return on equity of 15.57% and a net margin of 2.10%.The business had revenue of $4.91 billion during the quarter, compared to analyst estimates of $4.52 billion. During the same period in the previous year, the firm earned $0.04 EPS. Macy’s’s quarterly revenue was down .6% compared to the same quarter last year. On average, analysts expect Macy’s to post $2 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Macy’s Stock Down 5.0%

Shares of M stock opened at $18.79 on Tuesday. The company has a market capitalization of $5.00 billion, a price-to-earnings ratio of 11.12 and a beta of 1.51. Macy’s has a 12-month low of $9.76 and a 12-month high of $24.41. The firm has a fifty day moving average of $21.57 and a 200-day moving average of $19.69. The company has a quick ratio of 0.18, a current ratio of 1.25 and a debt-to-equity ratio of 0.56.

Macy’s Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, April 1st. Stockholders of record on Friday, March 13th will be given a dividend of $0.1915 per share. This is an increase from Macy’s’s previous quarterly dividend of $0.18. This represents a $0.77 annualized dividend and a dividend yield of 4.1%. The ex-dividend date of this dividend is Friday, March 13th. Macy’s’s payout ratio is currently 43.20%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on M shares. Citigroup reiterated a “neutral” rating on shares of Macy’s in a report on Wednesday, February 18th. Telsey Advisory Group increased their price objective on shares of Macy’s from $22.00 to $25.00 and gave the stock a “market perform” rating in a research note on Thursday, December 4th. TD Cowen reaffirmed a “hold” rating on shares of Macy’s in a research report on Thursday, December 4th. UBS Group set a $21.00 price target on Macy’s in a research report on Thursday, December 4th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Macy’s in a research note on Monday, December 29th. One research analyst has rated the stock with a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat, Macy’s has an average rating of “Reduce” and a consensus target price of $20.50.

Insider Buying and Selling

In other news, EVP Danielle L. Kirgan sold 85,000 shares of the business’s stock in a transaction on Thursday, December 11th. The shares were sold at an average price of $23.92, for a total transaction of $2,033,200.00. Following the sale, the executive vice president owned 51,161 shares in the company, valued at approximately $1,223,771.12. The trade was a 62.43% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. 2.77% of the stock is owned by company insiders.

Institutional Trading of Macy’s

Several institutional investors have recently bought and sold shares of the company. Smartleaf Asset Management LLC boosted its stake in shares of Macy’s by 51.7% during the 4th quarter. Smartleaf Asset Management LLC now owns 1,543 shares of the company’s stock worth $34,000 after acquiring an additional 526 shares during the last quarter. CIBC Private Wealth Group LLC raised its holdings in Macy’s by 35.9% in the 4th quarter. CIBC Private Wealth Group LLC now owns 1,838 shares of the company’s stock worth $41,000 after purchasing an additional 486 shares during the period. Aster Capital Management DIFC Ltd purchased a new position in Macy’s during the fourth quarter valued at $54,000. Northwestern Mutual Wealth Management Co. grew its holdings in Macy’s by 31.8% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 3,528 shares of the company’s stock valued at $78,000 after purchasing an additional 851 shares during the period. Finally, Vestcor Inc purchased a new stake in Macy’s in the third quarter worth about $118,000. 87.36% of the stock is owned by hedge funds and other institutional investors.

Macy’s Company Profile

Macy’s, Inc is a leading American omnichannel retailer operating under the Macy’s brand, as well as specialty divisions Bloomingdale’s and Bluemercury. The company’s retail portfolio encompasses full-line department stores, fashion-focused specialty outlets and a high-end beauty chain, offering consumers a wide array of apparel, footwear, accessories, cosmetics and home furnishings. Through its integrated network of physical stores and digital platforms, Macy’s seeks to deliver a seamless shopping experience that blends in-store service with online convenience.

The company’s product assortment spans men’s, women’s and children’s clothing, beauty and personal care products, housewares and home décor.