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Macy's, Inc. Stock: price and insider trades · United States
Macy's, Inc.: what insiders have been doing
Headquartered in Cincinnati, United States, Macy's, Inc. belongs to the Retail & Commerce sector and traces its origins to 1929. Filings by its managers are published through SEC (Form 4). The last twelve months, up to 18 October 2026, brought 39 filings signed by 8 insiders.
No insider bought on the market over the period, while 6 insiders filed 14 sales totalling €3.0M. The amount is not disclosed for 2 filings. The largest single trade was a sale of €1.7M by Kirgan Danielle L., published on 11 December 2025, equal to 0.036% of the market capitalisation.
Across the 5,812 companies tracked on its exchange, the median is 19 filings; at 39 filings, this issuer sits above that mark. Since 2021, the database holds no purchases and 23 sales by insiders of the company. For the fiscal year to 31 January 2026, the annual 10-K puts revenue at 22.62 bn USD and net income at 642.0 m USD, and the dividend at 0.73 USD per share.
Filings reach the SEC (Form 4) feed a median of 2 days after the trade. Section 16 rules allow two business days to file each Form 4. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same sector, see the insider buying recorded at GameStop Corp. and Celsius Holdings, Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
138
Thresholds
n/a
Buy Volume
n/a
n/a
Sell Volume
€7M
23 ops. · all time
Who traded when
BuySaleDanielle L. Kirgan6 sales
Paul Griscom5 sales
Olivier Bron3 sales
Tracy M. Preston2 sales
Antony Spring1 sale
Edwards Thomas Jr.1 sale
Analyst consensus: bullish or bearish?
Analysts rate Macy's, Inc. Hold (neutral), based on 11 analysts. Average price target: US$23.18.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 3,746 of 24,148 companies
69.5
score / 100
Value85
Quality54
FCF yld11%
Earn yld10%
EV/EBITDA6.2x
ROE16%
Gross mgn40%
Net mgn2.8%
Debt/EBITDA2.8x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended January 2026 · cache
US$22.68
Analyst consensus
11 analystsHold
US$10.00Target US$23.18(+2%)US$30.00
Income statement
RevenueUS$22.6B
Gross profitUS$9.1B40% margin
EBITDAUS$1.8B8% margin
Net incomeUS$642M3.3% margin
Valuation
PER (trailing)8.3x
PER (forward)9.5x
P/Book1.2x
Beta1.47
Balance sheet & cash
Market capUS$5.9B
Total debtUS$5.2B
Free Cash FlowUS$690M
Debt / Equity103%
Profitability & ownership
ROE16.0%
ROA3.5%
% insiders3.2%
% institutions99.0%
Last declaration on 26 June 2026
Declarations138 total
10,077 sharesCommon StockSEC:0000794367-26-000043:0
10,077 shares@ US$25.340.0048% mcap33.9% of flowCommon StockSEC144:0000794367-26-000042
36,419 shares@ US$23.950.016% mcap100.0% of flowCommon StockSEC144:0000794367-26-000041
36,419 sharesCommon StockSEC:0001637335-26-000004:0
16,419 sharesCommon StockSEC:0001637335-26-000004:1
745 shares@ US$17.9241.7% of flowCommon StockSEC:0001813891-26-000008:1
10,010 shares@ US$17.92292.7% of flowCommon StockSEC:0001629771-26-000010:1
5,271 shares@ US$17.924765.9% of flowCommon StockSEC:0001851840-26-000006:1
7,228 shares@ US$17.92410.0020% mcap26.9% of flowCommon StockSEC:0002016845-26-000006:1
98,597 sharesCommon StockSEC:0001702551-26-000007:0
13,146 sharesCommon StockSEC:0002016845-26-000006:0
2,629 sharesCommon StockSEC:0001813891-26-000008:0
19,719 sharesCommon StockSEC:0001629771-26-000010:0
13,146 sharesCommon StockSEC:0001851840-26-000006:0
28,588 sharesCommon StockSEC:0001702551-26-000005:0
12,864 sharesCommon StockSEC:0001629771-26-000008:0
490 shares@ US$18.07571.2% of flowCommon StockSEC:0001813891-26-000006:1
1,715 sharesCommon StockSEC:0001813891-26-000006:0
53,152 shares0Common StockSEC:0000794367-26-000027:0
7,504 shares0Common StockSEC:0001851840-26-000004:0
1,501 shares0Common StockSEC:0000794367-26-000028:0
11,256 shares0Common StockSEC:0001629771-26-000006:0
5,161 shares@ US$17.73221.4% of flowCommon StockSEC:0001629771-26-000006:1
27,451 shares@ US$17.7334100.0% of flowCommon StockSEC:0000794367-26-000027:1
2,736 shares@ US$17.739834.1% of flowCommon StockSEC:0001851840-26-000004:1
25 of 138 declarations
About Macy's, Inc.
Macy’s, Inc. is a leading U.S. specialty retailer listed on the NYSE under ticker M. The company operates a portfolio of three well-known nameplates: Macy’s, Bloomingdale’s and Bluemercury. Its business model spans department stores, more curated premium retail formats, e-commerce and related services, giving it exposure to mass-market apparel and home categories as well as premium and beauty demand. For francophone investors, Macy’s remains one of the most recognizable retail names in the United States, with headquarters in New York.
The company’s history dates back to 1858, when Macy’s was founded in New York. Over time, it evolved from a traditional department store into an omnichannel retail platform with a national physical footprint and a much more important digital sales channel. That transformation matters because the U.S. department-store industry has faced long-running structural pressure from off-price chains, category specialists, luxury and beauty players, and pure-play online competition. Macy’s response has been to simplify its store base, focus capital on higher-performing locations, and improve execution across stores, digital and fulfillment.
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Operationally, Macy’s generates revenue primarily from selling apparel, accessories, beauty, home and gifting products. The group also earns commissions from third-party operated departments in certain Macy’s and Bloomingdale’s locations, and from marketplace-related activity in its digital ecosystem. Bloomingdale’s provides a more premium positioning and stronger exposure to affluent consumers. Bluemercury expands the group’s presence in prestige beauty, a category that tends to be relatively resilient and margin-supportive. Macy’s Backstage adds an off-price component designed to attract value-oriented shoppers.
In competitive terms, Macy’s still benefits from national brand awareness and scale, but it operates in a highly competitive environment and must sustain disciplined execution. Recent company updates show the ongoing shift toward a “go-forward” store fleet, digital investment and supply-chain modernization. The most recent results also highlighted improving comparable sales trends, strong performance at Bloomingdale’s, and continued growth at Bluemercury, even as Macy’s closed underperforming locations. Management has also been expanding selective turnaround initiatives to additional stores in 2026 and continuing logistics upgrades, including modernized fulfillment capabilities.
Recent headlines indicate that the company is advancing its broader transformation plan, with a sharper focus on profitability, inventory discipline, and customer experience. Macy’s remains a classic U.S. retail turnaround story: a legacy department-store platform with valuable brands, meaningful scale, and an active effort to adapt to a more digital, more selective and more promotional consumer environment.
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