FY2025 EPS Estimates for Macy’s Cut by Telsey Advisory Group

Macy’s, Inc. (NYSE:M) – Analysts at Telsey Advisory Group lowered their FY2025 EPS estimates for Macy’s in a report released on Thursday, December 12th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $2.40 per share for the year, down from their previous estimate of $2.70. Telsey Advisory Group has a “Market Perform” rating and a $17.00 price objective on the stock. The consensus estimate for Macy’s’ current full-year earnings is $2.38 per share. Telsey Advisory Group also issued estimates for Macy’s’ Q4 2025 earnings at $1.55 EPS, Q1 2026 earnings at $0.35 EPS, Q2 2026 earnings at $0.43 EPS and FY2026 earnings at $2.40 EPS.

Several other research analysts have also recently commented on M. UBS Group decreased their target price on shares of Macy’s from $10.00 to $9.00 and set a “sell” rating for the company in a report on Thursday, December 12th. Gordon Haskett raised shares of Macy’s from a “hold” rating to a “buy” rating and set a $20.00 price objective for the company in a research note on Monday. Morgan Stanley cut their target price on shares of Macy’s from $17.00 to $16.00 and set an “equal weight” rating on the stock in a research note on Thursday, December 12th. Argus upgraded Macy’s to a “hold” rating in a report on Thursday, October 10th. Finally, StockNews.com downgraded Macy’s from a “buy” rating to a “hold” rating in a report on Friday. One analyst has rated the stock with a sell rating, eight have assigned a hold rating and three have assigned a buy rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $18.56.

Macy’s Trading Up 1.0 %

Shares of M opened at $16.72 on Monday. The business’s 50-day moving average price is $15.82 and its 200 day moving average price is $16.44. The company has a current ratio of 1.26, a quick ratio of 0.34 and a debt-to-equity ratio of 0.67. The stock has a market capitalization of $4.64 billion, a P/E ratio of 28.34 and a beta of 2.10. Macy’s has a 1-year low of $14.06 and a 1-year high of $22.10.

Macy’s (NYSE:M) last issued its earnings results on Wednesday, December 11th. The company reported $0.04 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.03). Macy’s had a return on equity of 21.99% and a net margin of 0.73%. The company had revenue of $4.74 billion during the quarter, compared to analyst estimates of $4.74 billion. During the same quarter in the previous year, the firm earned $0.21 earnings per share. The business’s revenue was down 2.4% compared to the same quarter last year.

Macy’s Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, January 2nd. Investors of record on Friday, December 13th will be given a dividend of $0.1737 per share. The ex-dividend date is Friday, December 13th. This represents a $0.69 dividend on an annualized basis and a yield of 4.16%. Macy’s’s payout ratio is 116.95%.

Institutional Investors Weigh In On Macy’s

Several institutional investors have recently made changes to their positions in M. Quest Partners LLC acquired a new stake in shares of Macy’s in the 3rd quarter valued at $35,000. Venturi Wealth Management LLC raised its holdings in Macy’s by 282.7% during the third quarter. Venturi Wealth Management LLC now owns 2,281 shares of the company’s stock valued at $36,000 after buying an additional 1,685 shares in the last quarter. Future Financial Wealth Managment LLC acquired a new stake in shares of Macy’s in the third quarter worth about $39,000. Abich Financial Wealth Management LLC bought a new stake in shares of Macy’s during the 2nd quarter worth about $57,000. Finally, Point72 Asia Singapore Pte. Ltd. acquired a new position in shares of Macy’s during the 2nd quarter valued at about $62,000. 87.36% of the stock is currently owned by institutional investors and hedge funds.

Macy’s Company Profile

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.