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StockUnited StatesNYSE

M

Macy's, Inc.

Consumer Cyclical · Department Stores

21.51USD

-0.9400 (-4.19%)

DescriptionHistoricalFinancialsRelative ValueResearchNewsDiscussionOptionsPrice Chart ↗Fundamental Chart ↗

Estimates and surprises

Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.

PeriodConsensus EPS90 days agoRevisions up (30d)Revisions down (30d)
Current quarter$0.36▲$0.3540
Next quarter$-0.06▼$-030
Current year$2.25▲$2.0940
Next year$2.37▲$2.1930

Recent quarters

Beat in 4 of the last 4

QuarterEstimateActualSurprise
2026-04-30$0.03$0.13+0.10 (+360.0%)
2026-01-31$1.56$1.67+0.11 (+6.8%)
2025-10-31$-0.13$0.09+0.22 (+168.2%)
2025-07-31$0.19$0.31+0.12 (+66.2%)

Wall Street coverage

290 ratings from 36 firms

Ratings are attributed to the research firm, not to individual analysts. See every ticker.

FirmActionRatingPrice TargetDate
UBSMaintainedSell$9 $10Aug 26, 2026
CitigroupMaintainedNeutral$22 $24Aug 25, 2026
TD CowenMaintainedHold$20 $25Jun 22, 2026
Telsey Advisory GroupMaintainedMarket Perform$20 $23Jun 4, 2026
CitigroupMaintainedNeutral$18 $22Jun 4, 2026
JP MorganMaintainedNeutral$21 $27Jun 4, 2026
Evercore ISI GroupMaintainedIn-Line$19 $22Jun 4, 2026
Telsey Advisory GroupMaintainedMarket Perform$20Apr 1, 2026
CitigroupMaintainedNeutral$24 $18Mar 19, 2026
TD CowenMaintainedHold$21 $20Mar 19, 2026
Telsey Advisory GroupMaintainedMarket Perform$25 $20Mar 19, 2026
JP MorganMaintainedNeutral$24 $21Mar 18, 2026
Telsey Advisory GroupMaintainedMarket Perform$25Mar 18, 2026
UBSMaintainedSell$8 $9Mar 9, 2026
JefferiesMaintainedBuy$26 $27Dec 12, 2025
GuggenheimInitiatedNeutral—Dec 10, 2025
Goldman SachsMaintainedNeutral$16.5 $22Dec 5, 2025
Evercore ISI GroupMaintainedIn-Line$14 $21Dec 5, 2025
Morgan StanleyMaintainedEqual-Weight$20 $21Dec 5, 2025
JefferiesMaintainedBuy$18.5 $26Dec 4, 2025
CitigroupMaintainedNeutral$19 $24Dec 4, 2025
UBSMaintainedSell$7 $8Dec 4, 2025
Telsey Advisory GroupMaintainedMarket Perform$22 $25Dec 4, 2025
JP MorganMaintainedNeutral$18 $23Dec 3, 2025
Telsey Advisory GroupMaintainedMarket Perform$22Dec 3, 2025

Insider transactions

88 filings from 7 insiders · 21 buy / 22 sell over 6m

Officers and directors of M, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.

InsiderActionSharesPriceValueDate
GRISCOM PAULOfficerSell10.1k$25.63$258kJun 25, 2026
EDWARDS THOMAS J JRChief Operating OfficerSell16.4k$24.89$409kJun 24, 2026
EDWARDS THOMAS J JRChief Operating OfficerOther36.4k——Jun 23, 2026
GRISCOM PAULOfficerSell745$17.92$13kApr 6, 2026
PRESTON TRACY MOfficerSell5.3k$17.92$94kApr 6, 2026
BRON OLIVIEROfficerSell7.2k$17.92$130kApr 6, 2026
KIRGAN DANIELLE LOfficerSell10.0k$17.92$179kApr 6, 2026
SPRING ANTONYChief Executive OfficerSell50.0k$17.92$897kApr 6, 2026
GRISCOM PAULOfficerOther2.6k——Apr 2, 2026
SPRING ANTONYChief Executive OfficerOther98.6k——Apr 2, 2026
PRESTON TRACY MOfficerOther13.1k——Apr 2, 2026
BRON OLIVIEROfficerOther13.1k——Apr 2, 2026
KIRGAN DANIELLE LOfficerOther19.7k——Apr 2, 2026
GRISCOM PAULOfficerSell490$18.08$9kApr 1, 2026
KIRGAN DANIELLE LOfficerSell6.6k$18.08$119kApr 1, 2026
SPRING ANTONYChief Executive OfficerSell14.6k$18.08$264kApr 1, 2026
SPRING ANTONYChief Executive OfficerOther28.6k——Mar 31, 2026
GRISCOM PAULOfficerOther1.7k——Mar 31, 2026
KIRGAN DANIELLE LOfficerOther12.9k——Mar 31, 2026
GRISCOM PAULOfficerSell433$17.74$8kMar 30, 2026

Analyst Notes

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No analyst notes on M yet.

Analyst Ratings

11 analysts covering

PeriodStrong BuyBuyHoldSellStrong SellConsensus
Current111010Hold2.85
1 mo ago111010Hold2.85
2 mo ago011010Hold3.00
Price target$23.23$10.00 – $30.00
+8.0% to target