Macerich Company (The) (NYSE:MAC) Given Consensus Recommendation of “Hold” by Brokerages

Shares of Macerich Company (The) (NYSE:MAC) have been given a consensus recommendation of “Hold” by the thirteen analysts that are currently covering the stock, MarketBeat reports. Three research analysts have rated the stock with a sell recommendation, four have issued a hold recommendation and six have given a buy recommendation to the company. The average twelve-month price target among brokerages that have updated their coverage on the stock in the last year is $20.20.

Several research firms recently weighed in on MAC. KeyCorp set a $25.00 price objective on shares of Macerich and gave the stock an “overweight” rating in a research report on Monday. Mizuho set a $21.00 price objective on shares of Macerich in a research report on Friday, January 9th. Jefferies Financial Group reaffirmed a “buy” rating and set a $21.00 price objective on shares of Macerich in a report on Monday, December 15th. Truist Financial increased their target price on Macerich from $19.00 to $20.00 and gave the company a “buy” rating in a research note on Tuesday, January 20th. Finally, Weiss Ratings reaffirmed a “sell (d+)” rating on shares of Macerich in a research note on Thursday, January 22nd.

Macerich News Roundup

Here are the key news stories impacting Macerich this week:

• Positive Sentiment: KeyCorp upgraded Macerich from “sector weight” to “overweight” and set a $25 price target (~24% upside from the current price), a direct catalyst supporting the stock. The Fly Benzinga
• Positive Sentiment: KeyCorp reiterated a “Strong‑Buy” stance and published multi‑quarter and FY2026/ FY2027 EPS forecasts (FY2026 ~ $1.47, FY2027 ~ $1.69), giving investors a clearer earnings trajectory to support valuation upside. MarketBeat coverage of estimates
• Neutral Sentiment: Wider media picked up the KeyCorp upgrade (more distribution can boost liquidity and interest), though press coverage alone doesn’t change fundamentals. MSN
• Negative Sentiment: Q4 2025 results remain a concern: Macerich missed EPS expectations (reported a loss vs. consensus), revenue was down year‑over‑year, and management faces an ongoing loss/turnaround narrative that could cap near‑term upside. Article on Q4 results and turnaround questions
• Negative Sentiment: Investors may also be parsing the full Q4 2025 earnings call transcript for guidance and execution risks; details there will influence whether KeyCorp’s optimistic estimates are believable. Earnings call transcript

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the business. Farther Finance Advisors LLC boosted its stake in shares of Macerich by 76.8% in the 4th quarter. Farther Finance Advisors LLC now owns 1,347 shares of the real estate investment trust’s stock valued at $25,000 after purchasing an additional 585 shares in the last quarter. Global Retirement Partners LLC boosted its position in Macerich by 366.2% during the fourth quarter. Global Retirement Partners LLC now owns 1,394 shares of the real estate investment trust’s stock valued at $26,000 after buying an additional 1,095 shares during the period. Hantz Financial Services Inc. boosted its position in Macerich by 80.4% during the fourth quarter. Hantz Financial Services Inc. now owns 1,535 shares of the real estate investment trust’s stock valued at $28,000 after buying an additional 684 shares during the period. Triumph Capital Management bought a new position in shares of Macerich during the third quarter valued at about $33,000. Finally, Salomon & Ludwin LLC increased its holdings in shares of Macerich by 156.6% in the fourth quarter. Salomon & Ludwin LLC now owns 2,189 shares of the real estate investment trust’s stock worth $41,000 after buying an additional 1,336 shares during the period. 87.38% of the stock is owned by hedge funds and other institutional investors.

Macerich Stock Down 0.2%

MAC opened at $20.19 on Friday. The firm has a market capitalization of $5.18 billion, a P/E ratio of -26.22, a price-to-earnings-growth ratio of 4.48 and a beta of 2.16. Macerich has a one year low of $12.48 and a one year high of $20.84. The company has a fifty day moving average price of $18.75 and a 200-day moving average price of $17.99. The company has a debt-to-equity ratio of 2.01, a current ratio of 1.02 and a quick ratio of 1.03.

Macerich (NYSE:MAC) last issued its quarterly earnings data on Wednesday, February 18th. The real estate investment trust reported ($0.07) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.43 by ($0.50). Macerich had a negative return on equity of 7.32% and a negative net margin of 19.44%.The business had revenue of $261.70 million during the quarter, compared to analysts’ expectations of $260.48 million. During the same quarter last year, the business posted $0.47 EPS. The company’s quarterly revenue was down 4.4% on a year-over-year basis. Equities research analysts expect that Macerich will post 1.55 earnings per share for the current fiscal year.

Macerich Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, March 30th. Investors of record on Monday, March 16th will be given a $0.17 dividend. The ex-dividend date is Monday, March 16th. This represents a $0.68 dividend on an annualized basis and a yield of 3.4%. Macerich’s payout ratio is presently -88.31%.

Macerich Company Profile

The Macerich Company (NYSE: MAC) is a real estate investment trust (REIT) that specializes in the acquisition, development, ownership and management of regional shopping centers in the United States. Headquartered in Santa Monica, California, the company focuses on high-quality retail properties, including enclosed malls, open-air centers and mixed-use lifestyle destinations. Since its establishment as a REIT in 1994, Macerich has pursued a disciplined strategy of investing in properties that serve strong consumer demographics and offer long-term growth potential.

Macerich’s core activities encompass property and asset management, leasing, marketing and redevelopment services.