MConsumer Cyclical · Department StoresThe 12 Wall Street analysts covering Macy's, Inc. hold a median 12-month price target of $24 — -0.8% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 94 of 100 as at 5 Nov 2026 — among the strongest tenth. The factors read stronger than the Street's target implies. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Macy's, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Value (99): The shares cost little relative to the profits and assets behind them — which can mean the market is too gloomy, or that the business really is in trouble.
Volatility (38): The share price moves around a lot.
Size (19): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on M, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits −0.8% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 11 Sept 2026 | BTIG | Reiterates | Neutral | — |
| 26 Aug 2026 | UBS | Maintains | Sell | — |
| 26 Aug 2026 | UBS | Maintains | Sell | $9.00 → $10 |
| 25 Aug 2026 | Citigroup | Maintains | Neutral | — |
| 25 Aug 2026 | Citigroup | Maintains | Neutral | $22 → $24 |
| 7 July 2026 | Morgan Stanley | Reinstates | Overweight | $30 |
| 22 June 2026 | TD Cowen | Maintains | Hold | — |
| 4 June 2026 | Citigroup | Maintains | Neutral | — |
| 4 June 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 4 June 2026 | JP Morgan | Maintains | Neutral | — |
| 4 June 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 1 Apr 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 19 Mar 2026 | Citigroup | Maintains | Neutral | — |
| 19 Mar 2026 | TD Cowen | Maintains | Hold | — |
| 19 Mar 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 18 Mar 2026 | JP Morgan | Maintains | Neutral | — |
| 18 Mar 2026 | Telsey Advisory Group | Maintains | Market Perform | — |
| 9 Mar 2026 | UBS | Maintains | Sell | — |
| 14 Jan 2026 | Jefferies | Assumes | Buy | $27 |
| 12 Dec 2025 | Jefferies | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
M appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 5 Nov 2026, Macy's, Inc. returned +20.7% against +9.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 60% of US stocks
Cheaper than 88% of US stocks
Cheaper than 61% of US stocks
Cheaper than 46% of US stocks
Higher than 30% of US stocks
Higher than 83% of US stocks
Higher than 54% of US stocks
Higher than 50% of US stocks
Higher than 56% of US stocks
Higher than 76% of US stocks
Higher than 68% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Macy's, Inc. has a market value of $6.3B and an enterprise value of $10.5B.
Revenue in the twelve months to 31 July 2026: $22.8B. The latest quarter grew 1.2% year on year.
Net income over the same four quarters: $750.0M, a 3.3% net margin.
Diluted earnings per share, trailing twelve months: $2.73.
Free cash flow in the twelve months to 31 July 2026: $1.0B.
Macy's, Inc. spent $205.0M on share buybacks and $198.0M on dividends in the twelve months to 31 July 2026.
Trailing P/E: 8.9×; forward P/E: 10.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.18%, paying out 27% of earnings.
Macy's, Inc. employs 90,134 people — $253K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| MMacy's, Inc. | $6.3B | 94 |
| DDSDillard's, Inc. | $9.6B | 86 |
| KSSKohl's Corp. | $2.7B | 89 |
| PLBLPolibeli Group Ltd. | $1.9B | 1 |
| JMKEJersey Mike's Subs, Inc.* | $6.3B | 0 |
| BIRKBirkenstock Holding Plc* | $6.6B | 23 |
| ANFAbercrombie & Fitch Co.* | $6.7B | 82 |
* Nearest Consumer Cyclical names by size — few department stores companies of this scale trade in the US universe.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Macy's, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Macy’s closed at $24.19 in the latest trading session, down 5.88% from the prior day. The headline says the decline was more significant than the broader market’s.
Why it matters — M watchers may note the reported single-session decline relative to the broader market.
Avolon reported Q3 2026 net income of $214 million, up 43% year over year, while lease revenue rose 5% and operating cashflow fell 5%. Total available liquidity increased 32% compared with FY 2025.
Why it matters — The item reports on Avolon, not Macy’s, and the excerpt provides no direct information about Macy’s.
Macy’s closed at $24.12 in the latest trading session, down 2.45% from the previous day. The headline says its decline was larger than the market’s.
Why it matters — M watchers may note the stock’s latest session move relative to the broader market.
AstraZeneca reported 9M 2026 total revenue of $46.881 billion, up 8% reported and 7% at constant exchange rates, and core EPS of $8.00, up 14%. In Q3, revenue was $16.209 billion and core EPS was $2.79.
Why it matters — This report concerns AstraZeneca, not Macy’s, and the excerpt provides no direct information about Macy’s operations or performance.
Macy’s announced its “There’s Magic Inside” holiday campaign, featuring a Top 100 Gifts list, an expert Gift Guide and a broad assortment across categories, with shopping guidance and convenient ways to shop.
Why it matters — The announcement highlights Macy’s holiday merchandising and efforts to support customer gift shopping.
The 12 Wall Street analysts covering Macy's, Inc. have a median 12-month price target of $24, with estimates ranging from $10 to $30. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 12 analysts covering Macy's, Inc., 2 rate it a Buy, 9 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks Macy's, Inc. 94 out of 100 across roughly 4,600 US stocks as at 5 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 5 Nov 2026, Macy's, Inc. ranks 94 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Value (99 of 100).
No one can know that. What the data says: the median 12-month target from 12 analysts implies -0.8% from the last close, and Ticker Nerd's factor model ranks Macy's, Inc. 94 out of 100 as at 5 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Macy's, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for M are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $10 to $30 over the next 12 months.
Macy's, Inc. returned +20.7% over the 12 months to 5 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Macy's Inc. is an American omnichannel retail company that operates stores, websites, and mobile applications under the Macy's, Bloomingdale's, and Bluemercury brands.
The most recent item we track (Zacks Investment Research, 5 Nov 2026): "Macy's (M) Sees a More Significant Dip Than Broader Market: Some Facts to Know". Macy’s closed at $24.19 in the latest trading session, down 5.88% from the prior day. The headline says the decline was more significant than the broader market’s.
Macy's Inc. is an American omnichannel retail company that operates stores, websites, and mobile applications under the Macy's, Bloomingdale's, and Bluemercury brands. The company serves a broad customer base with merchandise spanning apparel, accessories, cosmetics, fragrances, home furnishings, furniture, and other consumer goods. Its business combines department store retail, luxury retail, and prestige beauty, allowing it to address both value-oriented and premium shopping segments. Macy's Inc. also uses a multi-channel model that supports in-store shopping, digital commerce, and convenient fulfillment services across its retail network. As a major participant in U.S. general merchandise retail, the company plays an important role in fashion, beauty, and home categories through its national brand portfolio and diverse product assortment.
CEO Mr. Antony Spring · 90,134 employees · United States · https://www.macysinc.com
