Telsey Advisory Group Raises Earnings Estimates for Macy’s

Macy’s, Inc. (NYSE:M) – Equities research analysts at Telsey Advisory Group raised their Q3 2025 EPS estimates for shares of Macy’s in a research note issued to investors on Tuesday, November 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $0.10 per share for the quarter, up from their previous estimate of ($0.01). Telsey Advisory Group currently has a “Market Perform” rating and a $17.00 target price on the stock. The consensus estimate for Macy’s’ current full-year earnings is $2.70 per share. Telsey Advisory Group also issued estimates for Macy’s’ Q4 2025 earnings at $1.79 EPS and Q3 2026 earnings at ($0.05) EPS.

Other analysts have also recently issued reports about the company. Argus upgraded Macy’s to a “hold” rating in a research report on Thursday, October 10th. Morgan Stanley lowered their price target on shares of Macy’s from $18.00 to $17.00 and set an “equal weight” rating on the stock in a report on Thursday, August 22nd. Finally, StockNews.com raised shares of Macy’s from a “hold” rating to a “buy” rating in a report on Wednesday. Six investment analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $19.86.

Macy’s Stock Up 0.4 %

M stock opened at $15.96 on Thursday. The business’s 50-day simple moving average is $15.50 and its 200 day simple moving average is $16.76. The company has a quick ratio of 0.34, a current ratio of 1.48 and a debt-to-equity ratio of 0.70. The company has a market cap of $4.43 billion, a PE ratio of 24.94 and a beta of 2.11. Macy’s has a twelve month low of $14.06 and a twelve month high of $22.10.

Macy’s Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, January 2nd. Stockholders of record on Friday, December 13th will be paid a $0.1737 dividend. The ex-dividend date is Friday, December 13th. This represents a $0.69 annualized dividend and a dividend yield of 4.35%. Macy’s’s dividend payout ratio is presently 107.81%.

Institutional Investors Weigh In On Macy’s

A number of hedge funds have recently made changes to their positions in M. CWM LLC raised its position in Macy’s by 7.7% in the 2nd quarter. CWM LLC now owns 8,398 shares of the company’s stock valued at $161,000 after purchasing an additional 598 shares during the last quarter. SummerHaven Investment Management LLC raised its holdings in shares of Macy’s by 1.7% in the second quarter. SummerHaven Investment Management LLC now owns 44,321 shares of the company’s stock valued at $851,000 after buying an additional 761 shares during the last quarter. Wedmont Private Capital lifted its position in Macy’s by 6.1% during the 2nd quarter. Wedmont Private Capital now owns 14,403 shares of the company’s stock worth $275,000 after buying an additional 833 shares in the last quarter. Cumberland Advisors Inc. grew its holdings in Macy’s by 0.9% during the 2nd quarter. Cumberland Advisors Inc. now owns 117,510 shares of the company’s stock worth $2,256,000 after acquiring an additional 1,000 shares during the last quarter. Finally, United Services Automobile Association grew its holdings in Macy’s by 4.8% during the 2nd quarter. United Services Automobile Association now owns 22,038 shares of the company’s stock worth $423,000 after acquiring an additional 1,012 shares during the last quarter. Institutional investors and hedge funds own 87.36% of the company’s stock.

About Macy’s

Macy's, Inc, an omni-channel retail organization, operates stores, websites, and mobile applications in the United States. The company sells a range of merchandise, such as apparel and accessories for men, women, and kids; cosmetics; home furnishings; and other consumer goods under the Macy's, Bloomingdale's, and bluemercury brands.