Earnings Beat Sparks Buzz: Social media chatter around Macy's latest quarterly results highlights a solid beat on earnings per share and revenue, with comparable sales rising for the fifth straight quarter amid strong performance at Bloomingdale's.
Tariff Impacts Draw Scrutiny: Analysts and observers note the company's plan to reinvest most of a tariff refund benefit into the business while cutting prices on furniture and jewelry, reflecting pressure on margins and consumer demand in a challenging retail environment.
Guidance Raises Questions: Discussion centers on the raised full-year outlook, though some point out that underlying growth excluding one-time items appears more modest, leaving investors weighing the sustainability of recent momentum.
Note: This discussion summary was generated from an AI condensation of post data.
Macy's Insider Trading Activity
Macy's insiders have traded $M stock on the open market 20 times in the past 6 months. Of those trades, 0 have been purchases and 20 have been sales.
Here’s a breakdown of recent trading of $M stock by insiders over the last 6 months:
- ANTONY SPRING (Chairman & CEO) has made 0 purchases and 5 sales selling 136,575 shares for an estimated $2,446,869.
- DANIELLE L. KIRGAN (EVP, Chief HR Officer) has made 0 purchases and 5 sales selling 40,206 shares for an estimated $722,899.
- THOMAS JR. EDWARDS (EVP, COO & CFO) sold 16,419 shares for an estimated $408,726
- OLIVIER BRON (CEO, Bloomingdale's) has made 0 purchases and 3 sales selling 14,991 shares for an estimated $268,094.
- TRACY M PRESTON (EVP, CLO & Corporate Secretary) has made 0 purchases and 2 sales selling 8,007 shares for an estimated $143,017.
- PAUL GRISCOM (SVP and Controller) has made 0 purchases and 4 sales selling 4,476 shares for an estimated $80,446.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Macy's Revenue
Macy's had revenues of $5.1B in Q2 2026. This is an increase of 1.2% from the same period in the prior year.
You can track M financials on Quiver Quantitative's M stock page.
You can access data on M stock through the Quiver Quantitative API.
Macy's Hedge Fund Activity
We have seen 233 institutional investors add shares of Macy's stock to their portfolio, and 275 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 9,800,523 shares (+inf%) to their portfolio in Q2 2026, for an estimated $230,802,316
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 5,019,982 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $90,811,474
- BERKSHIRE HATHAWAY INC added 4,309,071 shares (+141.8%) to their portfolio in Q2 2026, for an estimated $101,478,622
- CITADEL ADVISORS LLC removed 3,172,107 shares (-66.1%) from their portfolio in Q1 2026, for an estimated $57,383,415
- ALLIANZ ASSET MANAGEMENT GMBH added 3,005,520 shares (+119.2%) to their portfolio in Q1 2026, for an estimated $54,369,856
- BALYASNY ASSET MANAGEMENT L.P. added 2,926,748 shares (+inf%) to their portfolio in Q2 2026, for an estimated $68,924,915
- MARSHALL WACE, LLP added 2,637,161 shares (+9463.7%) to their portfolio in Q2 2026, for an estimated $62,105,141
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Macy's Price Targets
Multiple analysts have issued price targets for $M recently. We have seen 6 analysts offer price targets for $M in the last 6 months, with a median target of $24.0.
Here are some recent targets:
- Alex Straton from Morgan Stanley set a target price of $30.0 on 07/07/2026
- Oliver Chen from TD Cowen set a target price of $25.0 on 06/22/2026
- Michael Binetti from Evercore ISI Group set a target price of $22.0 on 06/04/2026
- Matthew Boss from JP Morgan set a target price of $27.0 on 06/04/2026
- Paul Lejuez from Citigroup set a target price of $22.0 on 06/04/2026
- Dana Telsey from Telsey Advisory Group set a target price of $23.0 on 06/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
