Is it Wise to Retain Macerich Stock in Your Portfolio Now?
MAC's premium malls, rising occupancy and a $124M signed-not-open pipeline support growth, while tenant bankruptcies and e-commerce competition pose risks.
MAC - The Macerich Company
Price:
--
--
|
CONSENSUS:
Hold
DETAILS
|
PRICE TARGET:
$25.83
DETAILS
HIGH:
$28.00
LOW:
$21.00
MEDIAN:
$26.00
CONSENSUS:
$25.83
UPSIDE:
7.18%
Stock News
Destination Dining, Food Experiences Drive Restaurant Leasing Momentum Across Macerich Portfolio of Class A Retail Properties
First-to-market Eataly, Seafood City and Din Tai Fung locations highlight growing roster of experience-forward dining and food-related concepts First-to-market Eataly, Seafood City and Din Tai Fung locations highlight growing roster of experience-forward dining and food-related concepts
The Biggest Mistakes REIT Investors Make (I Made No. 3)
High-yield REITs often become the biggest traps. FFO can be misleading if capex is ignored. Leverage looks harmless until the next crisis hits.
Macerich Schedules Third Quarter 2026 Earnings Release and Conference Call
SANTA MONICA, Calif., Oct. 14, 2026 (GLOBE NEWSWIRE) -- WHAT: Macerich (NYSE: MAC) Schedules Third Quarter 2026 Earnings Release and Conference Call
The Macerich Company: This 3.1% REIT Is Executing, But The Price Already Reflects It
The Macerich Company (MAC) is up 21% YTD but remains 16% below its 52-week high, with a 'Hold' rating justified by valuation and leverage concerns. MAC's go-forward portfolio is 90% Class A assets, with strong leasing momentum and a robust signed-not-open pipeline supporting 6.5% NOI CAGR guidance through 2028. Leverage has improved to 6.83x pro forma, but remains elevated versus peers, with significant debt maturities and refinancing risks through 2028.
10 Stocks With Massive Short Squeeze Potential
Bond yields, oil prices, and inflation rhetoric have teamed up to make it tough for investors heading into Q4. Where are short sellers putting their money?
This Macerich Analyst Turns Bullish; Here Are Top 5 Upgrades For Monday
Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.
The Macerich Company (MAC) Presents at BofA NY Global Real Estate Conference 2026 Transcript
The Macerich Company (MAC) Presents at BofA NY Global Real Estate Conference 2026 Transcript
Baron Real Estate Fund Q2 2026 Portfolio Activity
Baron Real Estate Fund delivered strong results in the second quarter. The Fund increased 11.89% (Institutional Shares). Shares of Hyatt Hotels Corporation appreciated materially following strong first quarter results and an Investor Day in May that outlined strong long-term growth targets. Shares of AAON, Inc. rose during the quarter following an exceptionally strong earnings report which saw the company see drastically faster growth in its data center business, BasX, than expected.
2 REITs, $0 I'd Invest: Here's My Case Against The Crowd Favorites
Most equity REITs are uninvestable for high dividend-seeking investors. However, there are some gems to be found. Bargain-hunting high-quality names could be a reasonable approach.
Macerich To Present at BofA Securities 2026 Global Real Estate Conference
SANTA MONICA, Calif., Sept. 14, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) today announced that Jackson Hsieh, President and Chief Executive Officer, Dan Swanstrom, Senior Executive Vice President and Chief Financial Officer and Treasurer, and Doug Healey, Senior Executive Vice President Leasing, will present to and speak with investors at BofA Securities 2026 Global Real Estate Conference in New York, NY September 15-16, 2026.
Why Is Macerich (MAC) Down 7.8% Since Last Earnings Report?
Macerich (MAC) reported earnings 30 days ago. What's next for the stock?
Bamco Inc. NY Buys Shares of 4,999,756 Macerich Company (The) $MAC
Bamco Inc. NY bought a new position in shares of Macerich Company (The) (NYSE: MAC) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,999,756 shares of the real estate investment trust's stock, valued at approximately $125,944,000. Bamco
REITs Are Mispriced: Where I See Opportunity Today
Temporary headwinds can create major REIT upside. The market often overreacts to short-term problems. Buying quality REITs during downturns can pay off.
Macerich Announces Pricing of Upsized Offering of $675 Million Exchangeable Senior Notes due 2031
SANTA MONICA, Calif., Aug. 07, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (“Macerich”) announced today that its operating partnership, The Macerich Partnership, L.P.
Macerich Company (The) $MAC Shares Acquired by Amundi
Amundi raised its holdings in Macerich Company (The) (NYSE: MAC) by 17.2% in the undefined quarter, according to its most recent 13F filing with the SEC. The fund owned 162,916 shares of the real estate investment trust's stock after acquiring an additional 23,944 shares during the period. Amundi owned 0.06% of Macerich worth
Macerich Announces Proposed Offering of Exchangeable Senior Notes
SANTA MONICA, Calif., Aug. 06, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (“Macerich”) announced today that its operating partnership, The Macerich Partnership, L.P.
Macerich's Q2 FFO & Revenues Beat Estimates on Strong Portfolio NOI
MAC's Q2 FFO and revenues top estimates as stronger portfolio NOI, occupancy gains and tenant demand fuel growth.
Macerich Q2 Earnings Call Highlights
Macerich NYSE: MAC reported second-quarter funds from operations, as adjusted, of $0.35 per diluted share and said its go-forward portfolio net operating income increased 3.8% from a year earlier, as the mall operator continued to execute its “Path Forward” plan centered on leasing, portfolio simplification and debt reduction.
The Macerich Company (MAC) Q2 2026 Earnings Call Transcript
The Macerich Company (MAC) Q2 2026 Earnings Call Transcript
Price Targets
Macerich price target lowered to $26 from $30 at Piper Sandler
$26.00
(was $22.25)
Alexander Goldfarb
·
Piper Sandler
Macerich initiated with an Outperform at BNP Paribas
$28.00
(was $22.20)
Monir Koummal
·
BNP Paribas
JPMorgan Upgrades The Macerich Company (MAC) to Overweight
$26.00
(was $22.67)
Evercore ISI
Macerich price target raised to $21 from $19 at Goldman Sachs
$21.00
(was $23.52)
Goldman Sachs
Piper Sandler Upgrades The Macerich Company (MAC) to Overweight
$30.00
(was $24.18)
Alex Goldfarb
·
Piper Sandler
Macerich price target raised to $26 from $25 at Evercore ISI
$26.00
(was $24.66)
Michael Griffin
·
Griffin
Macerich price target raised to $25 from $24 at Evercore ISI
$25.00
(was $24.72)
Evercore ISI
Macerich price target raised to $28 from $24 at Mizuho
$28.00
(was $25.62)
Mizuho Securities
Macerich price target raised to $28 from $21 at Piper Sandler
$28.00
(was $25.59)
Alexander Goldfarb
·
Piper Sandler
Macerich price target raised to $24 from $22 at Evercore ISI
$24.00
(was $25.48)
Evercore ISI
Macerich downgraded to Neutral from Buy at Compass Point
$26.00
(was $25.48)
Compass Point
Macerich price target raised to $26 from $20 at Truist
$26.00
(was $24.39)
Michael Lewis
·
Truist Financial
Macerich price target raised to $25 from $20 at Morgan Stanley
$25.00
(was $23.00)
Morgan Stanley
Macerich price target raised to $27 from $25 at KeyBanc
$27.00
(was $24.39)
KeyBanc
Macerich upgraded to Buy from Hold at Deutsche Bank
$27.00
(was $22.32)
Deutsche Bank
Macerich price target raised to $24 from $22 at Scotiabank
$24.00
(was $21.82)
Greg McGinniss
·
Scotiabank
Macerich price target raised to $24 from $23 at Mizuho
$24.00
(was $22.34)
Mizuho Securities
Macerich price target raised to $19 from $17 at Goldman Sachs
$19.00
(was $22.34)
Goldman Sachs
Macerich price target raised to $22 from $21 at Evercore ISI
$22.00
(was $21.66)
Steve Sakwa
·
Evercore ISI
Macerich price target raised to $20 from $19 at Morgan Stanley
$20.00
(was $21.39)
Morgan Stanley