US · Real Estate · REIT - Retail
EPS came in at 0.37 against a street estimate of 0.36 — a beat of 2.8%.
Analysts rate Macerich Company a buy (13 buy, 2 hold, 1 sell out of 16) with an average price target of $26.56.
CONFIDENT MAC delivered Q2 FFO of $0.35/share with 3.8% go-forward NOI growth. Path Forward plan ahead of schedule; 88% of 1,000-deal leasing target complete. Strong acquisition pipeline (9-11% yields) funded by $372M forward equity. Leverage improving to 7.0x net debt/EBITDA. Q2 2026 Late-stage transformation markets posting outsize traffic and NOI gains vs. portfolio average. Analysts pressed acquisition timing/volume and leverage sustainability; management stood firm on no specific deal count, emphasized capital adequacy and operational platform differentiation vs. competitors, reiterated forward equity deploy certainty before settlement. 2026-08-04…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 19.30% |
| FMR Inc | 11.10% |
| Vanguard Portfolio Management, LLC | 9.63% |
| State Street Corp | 5.76% |
| Vanguard Capital Management, LLC | 4.47% |
| Smead Capital Management Inc | 3.98% |
| CenterSquare Investment Management LLC | 3.17% |
| Geode Capital Management, LLC | 3.06% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 total revenue was $260,067, up from $253,262 in the third quarter of 2025. • Nine-month 2026 revenue was $751, | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net loss attributable to Macerich was $16.7 million, or $0.06 per diluted share, compared with a $87.4 million | 2026-11-04 |
| Material agreement · Q3 2026 MACERICH COMPANY (MAC) - 8-K SUMMARY HEADLINE NUMBERS • Issued $775,000,000 aggregate principal amount of 2.25% Exchangeable Senior Notes due 2031 ( | 2026-08-11 |
| Quarterly report · Q2 2026 THE MACERICH COMPANY – Q2 2026 10-Q SUMMARY --- HEADLINE NUMBERS • Total Assets: $8,523,895 thousand (June 30, 2026) vs. $8,368,685 thousand (Decem | 2026-08-05 |
| Company announcement · Q3 2026 MACERICH COMPANY (MAC) - 8-K SUMMARY HEADLINE NUMBERS • ATM Program capacity: $500 million total authorization for share offerings • ATM Program uti | 2026-08-05 |
| Results announced · Q3 2026 THE MACERICH COMPANY – Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Net Loss Q2 2026: $27.1 million, or $0.10 per share (diluted), compared to $40.9 | 2026-08-04 |
| Company announcement · Q2 2026 MACERICH COMPANY (MAC) - 8-K SUMMARY HEADLINE NUMBERS • Stock offering closed June 17, 2026: 14,000,000 shares of common stock sold at price of $23. | 2026-06-29 |
| Quarterly report · Q1 2026 THE MACERICH COMPANY – Q1 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $8,191,702 thousand (down from $8,368,685 thousand at December 31, 2025 | 2026-05-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.17 / share ex-date Dec 14, 2026 · pay Dec 28, 2026 | 2026-12-14 |
| Dividend | $0.17 / share ex-date Sep 14, 2026 · pay Sep 28, 2026 | 2026-09-14 |
| Dividend | $0.17 / share ex-date Jun 15, 2026 · pay Jun 29, 2026 | 2026-06-15 |
| Dividend | $0.17 / share ex-date Mar 16, 2026 · pay Mar 30, 2026 | 2026-03-16 |
| Dividend | $0.17 / share ex-date Dec 15, 2025 · pay Dec 29, 2025 | 2025-12-15 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Macerich Company — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.