Macy's (M)
Operates Macy's, Bloomingdale's, and Bluemercury across stores, websites, and mobile applications.
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Sells apparel, accessories, cosmetics, home furnishings, and other consumer goods through three retail nameplates. Its US-centric operations combine a national department-store network with luxury department stores and specialty beauty, while reporting as one segment.
Operates Macy's, Bloomingdale's, and Bluemercury through stores, websites, and mobile applications. The Macy's banner spans full-line, Backstage, and small-format stores; Bloomingdale's includes full-line, outlet, and Bloomie's formats, while Bluemercury is a freestanding luxury-beauty business.
Apparel and accessories, cosmetics, home furnishings, and other consumer goods anchor the merchandise mix. Operations are concentrated in the United States and aggregated into a single reportable segment.
Bold New Chapter is reshaping the Macy's store network while directing growth toward Bloomingdale's and Bluemercury and modernizing operations. The business depends on coordinated store, digital, luxury, and beauty execution within that one-segment structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Jul 6, 2026 | Morgan Stanley | Target | Target: $16 | Target: $30 |
| Jun 4, 2026 | Telsey Advisory | Target | Target: $22 | Target: $23 |
| Jun 4, 2026 | Evercore ISI | Target | Target: $21 | Target: $22 |
| Jun 3, 2026 | Gordon Haskett Capital Corporation | Target | Target: $28 | Target: $22 |
| Mar 18, 2026 | Jefferies | Target | Target: $27 | Target: $22 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $1.29B · Total debt $5.09B · Total assets $15.73B · Shareholders' equity $4.93B
- Revenue
- $5.06B
- Operating income
- $251.0M
- Net income
- $169.0M
HistoryDividendAnnual yield
| Institutions | ≈ 103.08% | 269.23M shares | |
|---|---|---|---|
| 520 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.35% | 925.7K shares | |
| 7 holders · as of Jun 26, 2026 | |||
| Strategic holders | 5.92% | 15.46M shares | |
| 1 holder · as of Feb 14, 2024 | |||
| Adds to | 109.35% | ||
261.18M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 109.35%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.82% | 28.26M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.43% | 16.80M | as of Jun 30, 2026 |
Nomura Holdings, Inc.Strategic | 5.92% | 15.46M | filed Feb 14, 2024 |
Vanguard Portfolio Management LLCInstitution | 4.93% | 12.86M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 4.22% | 11.03M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 25, 2026 | Paul Griscom | officer: SVP and Controller | −10,077 | $25.63 |
| Jun 24, 2026 | Thomas Jr. Edwards | officer: EVP, COO & CFO | −16,419 | $24.89 |
| Apr 6, 2026 | Antony Spring | director, officer: Chairman & CEO | −50,044 | $17.92 |
| Apr 6, 2026 | Tracy M. Preston | officer: EVP, CLO & Corporate Secretary | −5,271 | $17.92 |
| Apr 6, 2026 | Danielle L. Kirgan | officer: EVP, Chief HR Officer | −10,010 | $17.92 |
- TJX Companies
Off-price apparel, home, and beauty retail overlap
- Kohl's
Omnichannel value department-store overlap
- Dillard's
Full-line department-store overlap in apparel, beauty, and home
- Amazon
Online marketplace overlap across general merchandise
- Ross Stores
Off-price apparel and home retail overlap
- Ulta Beauty
Beauty retail overlap with Bluemercury and Macy's
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Macy's | $22.47 | +1.26% | $5.84B | 8.2 | 10.4 | 0.3 | −2.7% |
| TJX Companies | $130.17 | −0.61% | $144.66B | 24.2 | 24.1 | 2.3 | +5.4% |
| Kohl's | $17.92 | +2.78% | $1.98B | 7.5 | 12.0 | 0.1 | −6.4% |
| Dillard's | $646.03 | +1.08% | $9.98B | 14.6 | 18.7 | 1.5 | −0.4% |
| Amazon | $255.36 | −1.20% | $2.78T | 20.8 | 27.4 | 3.6 | +19.6% |
| Ross Stores | $231.03 | −0.10% | $74.18B | 28.0 | 27.2 | 3.0 | +13.3% |
| Ulta Beauty | $556.95 | −0.16% | $23.98B | 20.3 | 18.3 | 1.9 | +8.9% |
| Median | 20.6 | 21.4 | 2.1 | +7.1% |