Macy's
About: Founded in 1858 and based in New York City, Macy's operates about 450 stores under the Macy's name, nearly 60 stores under the Bloomingdale's (full-price and outlet) and Bloomie's names, and more than 170 freestanding Bluemercury specialty beauty stores. Macy's also operates e-commerce sites and licenses Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances constitute about 62% of Macy's sales.
Employees: 94,189
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 6 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
22% more repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 122
1.16% more ownership
Funds ownership: 81.95% [Q4 2024] → 83.11% (+1.16%) [Q1 2025]
0% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 56
1% less funds holding
Funds holding: 409 [Q4 2024] → 404 (-5) [Q1 2025]
25% less capital invested
Capital invested by funds: $3.85B [Q4 2024] → $2.9B (-$954M) [Q1 2025]
38% less call options, than puts
Call options by funds: $69.7M | Put options by funds: $112M
40% less funds holding in top 10
Funds holding in top 10: 5 [Q4 2024] → 3 (-2) [Q1 2025]
Research analyst outlook
6 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$12
7%
upside
Avg. target
$12.33
10%
upside
High target
$14
25%
upside
6 analyst ratings
0 positive
0%
6 neutral
100%
0 negative
0%
Citigroup Paul Lejuez | 7%upside $12 | Neutral Maintained | 29 May 2025 |
JP Morgan Matthew Boss | 7%upside $12 | Neutral Maintained | 29 May 2025 |
Telsey Advisory Group Dana Telsey | 25%upside $14 | Market Perform Maintained | 29 May 2025 |
Morgan Stanley Alex Straton | 7%upside $12 | Equal-Weight Maintained | 6 May 2025 |
Barclays Paul Kearney | 7%upside $12 | Equal-Weight Initiated | 28 Apr 2025 |
Financial journalist opinion
Based on 42 articles about M published over the past 30 days
Neutral
Accesswire
2 days ago
Zedge Announces Third Quarter Fiscal 2025 Results
Active subscribers1 increased 37% to a record of nearly 900,000; subscription revenue increased 13% Cash flow from operations of $0.9 million; Free cash flow2 of $0.8 million after ~$1.0 million of payments mainly related to the global restructuring and the tail end of the GuruShots retention bonus Revenue returned to growth despite the TikTok ban in the U.S. at the start of the quarter Launched DataSeeds.AI, a new content marketplace initiative for AI training sets, creating B2B revenue opportunities NEW YORK, NY / ACCESS Newswire / June 12, 2025 / Zedge, Inc. (NYSE American:ZDGE), $ZDGE, a leader in digital marketplaces and interactive games that provide content, enable creativity, empower self-expression and facilitate community, today announced results for its third quarter fiscal 2025, ended April 30, 2025. Jonathan Reich, Zedge's CEO, commented: "Our core business demonstrated strong momentum, driving a return to revenue growth in Q3 and highlighting its resilience despite the impact on the ad market resulting from TikTok's temporary U.S. ban and tariff-related uncertainty that caused macroeconomic volatility.
Negative
Fox Business
5 days ago
Joann, Macy's, other store closures part of a 274% spike in retail layoffs in 2025
Job cuts surge 80% in first five months of 2025 with federal funding cuts and retail store closures from companies like JCPenney, Macy's and Joann driving the trend.
Negative
The Motley Fool
1 week ago
Best Stock to Buy: Macy's vs. Dick's Sporting Goods
Retail is a confusing segment right now, with the price of goods impacted via increases in tariffs causing a tougher situation for not only consumers, but also sellers and producers. Let's take a look at two major retailers, Macy's (M 3.10%) and Dick's Sporting Goods (DKS 0.98%).
Positive
CNBC
1 week ago
Nationwide coordinated retail crime crackdown results in hundreds of arrests, authorities say
A nationwide coordinated crackdown on retail crime — what authorities are calling the first of its kind — led to hundreds of arrests in 28 states last week. The blitz involved more than 100 jurisdictions and over 30 retailers including Home Depot, Macy's, Target, Ulta Beauty, Walgreens, Kroger and Meijer.
Negative
CNBC
2 weeks ago
Here are the retailers raising prices as Trump tariffs take hold
President Donald Trump has jolted retailers with his ever-changing tariff policies in recent months. Investors have raised one question again and again on quarterly earnings calls in recent weeks: Will consumers see price hikes this year in response to tariffs?
Negative
Seeking Alpha
2 weeks ago
Macy's Inc.: Downgrade To Hold As The Outlook Has Gotten Murkier
Downgrading Macy's to hold due to mixed outlook, with core Macy's banner under pressure and new headwinds challenging the turnaround narrative. Bright spots include strong performance from luxury banners and continued recovery momentum, but core sales trends remain negative and concerning. Increased promotional activity and the unexpected departure of key leadership add uncertainty, making it difficult to be bullish in the near term.
Positive
WSJ
2 weeks ago
Retailers Cheer Trade-Court Surprise, But Stick to Their Plans
Burlington Stores CEO says more tariff turmoil could be good for business.
Neutral
Yahoo Finance
2 weeks ago
Nvidia earnings lookahead, Fed FOMC minutes, and Macy's challenges in focus
Market Domination anchors Julie Hyman and Josh Lipton break down the latest financial news stories for May 28, 2025. Ahead of Nvidia's first quarter earnings release after the market close, we cover what to expect and the areas that Wall Street will be watching from the chipmaker's report The Federal Reserve released its minutes from its May FOMC meeting.
Negative
Yahoo Finance
2 weeks ago
Macy's has $1.8 billion in debt and is a race to the bottom, portfolio manager says
On the latest installment of Good Buy or Goodbye, Washington Crossing Advisors senior portfolio manager Chad Morganlander joins Market Domination host Julie Hyman to expand upon his bullish take on auto part retailer O'Reilly Automotive (ORLY) amid tariffs and his bearish view on Macy's (M) tied to the store's competition and debt holdings. Department store chain topped first quarter estimates on its top and bottom lines on Wednesday, posting revenue of $4.6 billion (vs.
Neutral
Investopedia
2 weeks ago
Macy's Shoppers Are Buying Pricey Items, but the Retailer Doesn't Expect That To Last
Shoppers are snapping up bling and bedding again, Macy's executives (M) say.
Charts implemented using Lightweight Charts™