The Macerich Company
MAC
NYSE·Real Estate·REIT - Retail·Mkt cap $7.0B
$23.62
▼ -0.55%
P/E
-36.34
Mkt Cap
$7.0B
52-Wk Range
$16.03–$26.68
52-Week Range
$16.03 - $26.68
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 30.4% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Premium portfolio of 47 regional malls in high-density, affluent markets with strong demographic fundamentals
- Self-managed and self-administered structure reducing operational costs and enabling rapid decision-making
- Industry-leading sustainability credentials with five consecutive #1 GRESB rankings in North American Retail Sector
- Strategic geographic diversification across West Coast, Arizona, Chicago, and Northeast corridor markets
Bear Case
1 risk
- High volatility (beta 2.1). Larger-than-normal price swings expected.
Growth
Stable outlook
Redevelopment and repositioning of existing properties to enhance tenant mix and customer experience
Value
Deep value opportunity - significant discount to Retail REITs peers
Momentum
Strong
+5.8% over 3m
Quality
Stable
Solid business
Dividend
Solid
2.88% yield
Smart-money signal
Who's buying MAC right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Recent earnings results
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 3, 2026
AUG 4, 2026
Reported EPS of -$0.10 vs -$0.05 consensus (-89.6% surprise). Revenue of $249.7M vs $239.8M expected (+4.1%).
EPS surprise · last 4Q
0 of 1 beats
Estimate
Actual
Q3 26
-89.6%
Revenue trend · last 8Q
—
+15%
+19%
+16%
+15%
-4%
-3%
-1%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$220.2M
$273.7M
$249.2M
$249.8M
$253.3M
$263.0M
$242.7M
$248.5M
Margins · last 8Q
Gross
—
Operating
—
Profit
-10.9%
Wall Street consensus
10 analysts · 60% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
60%
Hold
20%
Sell
20%
Median Price Target
—
Latest: Piper Sandler · Aug 27, 2026
vs Industry
How MAC stacks vs REIT - Retail
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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