Macy's
Operates Macy's, Bloomingdale's, and Bluemercury across stores, websites, and mobile applications.
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Profile
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
Categories
Key statistics
Year to date −3.3% · Average volume (30d) 4.9M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 6, 2026 | Morgan Stanley | Target | $16 | $30 | |
| Jun 4, 2026 | Telsey Advisory | Target | $22 | $23 | |
| Jun 4, 2026 | Evercore ISI | Target | $21 | $22 | |
| Jun 3, 2026 | Gordon Haskett Capital Corporation | Target | $28 | $22 | |
| Mar 18, 2026 | Jefferies | Target | $27 | $22 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jun 3, 2026Q1 FY26 | $0.03 | $0.13 | +324.3% | $4.61B | $4.68B | +1.5% | +5.64% |
| Mar 18, 2026Q4 FY25 | $1.53 | $1.67 | +9.2% | $7.51B | $7.64B | +1.8% | +1.86% |
| Dec 3, 2025Q3 FY25 | −$0.13 | $0.09 | +168.8% | $4.55B | $4.91B | +7.9% | −0.62% |
| Sep 3, 2025Q2 FY25 | $0.19 | $0.41 | +115.8% | $4.53B | $5.00B | +10.3% | +5.90% |
Financial highlights
| 12 quarters | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $8.01B | $4.79B | $5.00B | $4.91B | $7.92B | $4.89B | |
| Gross profit | $3.02B | $2.00B | $2.10B | $2.06B | $2.11B | $2.03B | |
| Operating income | $499.0M | $94.0M | $155.0M | $42.0M | $739.0M | $80.0M | |
| Net income | $342.0M | $38.0M | $87.0M | $11.0M | $506.0M | $63.0M | |
| Diluted EPS | $1.21 | $0.14 | $0.31 | $0.04 | $1.83 | $0.23 | |
| Gross margin | 37.7% | 41.7% | 42.0% | 41.9% | 26.7% | 41.5% | |
| Operating margin | 6.2% | 2.0% | 3.1% | 0.9% | 9.3% | 1.6% |
Fiscal years (4-quarter sums)FY21 $25.29B · FY22 $25.39B · FY23 $23.87B · FY24 $23.01B · FY25 $22.62B
Revenue by product · Q1 FY26
Balance sheet, May 2, 2026Cash & short-term investments $1.29B · Total debt $5.11B · Total assets $16.31B · Shareholders' equity $4.84B
Dividends
Raised for 4 straight years — most recently to $0.1915 from $0.1824 in Mar 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 15, 2026 | Jun 15 | Jul 1 | $0.1915 | |
| Mar 13, 2026 | Mar 13 | Apr 1 | $0.1915 | raised from $0.1824 |
| Dec 15, 2025 | Dec 15 | Jan 2 | $0.1824 | |
| Sep 15, 2025 | Sep 15 | Oct 1 | $0.1824 | |
| Jun 13, 2025 | Jun 13 | Jul 1 | $0.1824 | |
| Mar 14, 2025 | Mar 14 | Apr 1 | $0.1824 | raised from $0.1737 |
| Dec 13, 2024 | Dec 13 | Jan 2 | $0.1737 | |
| Sep 13, 2024 | Sep 13 | Oct 1 | $0.1737 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 263.04M · Float 258.78M · 98.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 28.26M | 10.74% | 13F | Aug 7, 2026 |
| Dimensional Fund Advisors LP | 16.80M | 6.40% | 13G | Jul 14, 2026 |
| Vanguard Portfolio Management LLC | 12.86M | 4.89% | 13F | Aug 13, 2026 |
| American Century Companies Inc | 11.03M | 4.19% | 13F | Aug 12, 2026 |
| Vanguard Capital Management LLC | 11.02M | 4.19% | 13F | Aug 13, 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 |
Peers
- 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
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Macy's | $22.07 | +0.27% | $5.79B | 9.1 | 9.7 | 0.3 | −2.3% |
| TJX Companies | $135.46 | +0.24% | $149.29B | 25.0 | 25.0 | 2.4 | +5.4% |
| Kohl's | $17.49 | −0.02% | $1.98B | 7.5 | 12.4 | 0.1 | −6.4% |
| Dillard's | $620.29 | +0.05% | $9.69B | 14.2 | 17.9 | 1.5 | −0.4% |
| Amazon | $266.10 | −0.11% | $2.87T | 21.4 | 28.5 | 3.7 | +19.6% |
| Ross Stores | $229.00 | +0.22% | $73.31B | 27.7 | 27.0 | 3.0 | +13.3% |
| Ulta Beauty | $517.11 | −0.08% | $22.25B | 18.8 | 17.1 | 1.7 | +8.9% |
| Median | 20.1 | 21.5 | 2.1 | +7.1% |