Market Cap
$6.3B
MAC
MACERICH CO
$22.80 ▲ +1.13%
Prev close $22.54Market cap$6.3B
ConsensusBuy
12-mo target$27.07 (+18.7%)
▲ Bullish
Analyst conviction 7/10
38 New Institutional Positions12 Institutional Exits Real Estate
Snapshot
The big-picture read on MAC right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (65%)
Inst. Holders
50 funds
Inst. Value
$6.4B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $63.8K sell
Insider Net $
-$63.8K
SEC Reports
7
Press Releases
3
Price chart 30d -2.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: MAC — 73.1% short (1.0M / 1.4M)
Short: 1,042,779 | Exempt: 0 | TRF Vol: 1,427,173 | Short Ratio: 73.1% | Off-exchange volume (dark p
Sep 9, 2026 Insider
Aug 4, 2026 SEC Zecchini Christopher J sold 2,740 shares
Chief Accounting Officer @ $23.28 ($63.8K)
Macerich announced its Q2 2026 earnings via website posting. The filing text contains no financial details; the provided
PRESS-RELEASE — Impact 3/10
Jun 30, 2026 Insider
Stephen Andrea M was granted 32.66 shares
Director
Jun 30, 2026 Insider
HERNANDEZ ENRIQUE JR was granted 784.05 shares
Director
Jun 30, 2026 Inst.
FMR LLC — ADD
31,461,342 shares ($792.5M)
Jun 30, 2026 Inst.
Jun 29, 2026 SEC GEODE CAPITAL MANAGEMENT, LLC — ADD
8,667,541 shares ($218.4M)
Macerich reports that underwriters exercised their option in full to purchase an additional 2.1 million shares of common
8-K — Impact 4/10
Analyst ratings buy % +44.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
65% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 24, 2026 | JP Morgan | UPGRADE | Overweight | 55% |
| Sep 21, 2026 | Evercore ISI Group | UPGRADE | Outperform | 59% |
| Aug 27, 2026 | Piper Sandler | UPGRADE | Overweight | 54% |
| Aug 18, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 11, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 6, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 21, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 7, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jun 26, 2026 | Compass Point | DOWNGRADE | Neutral | 56% |
| Jun 24, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 5 | 8 | 5 | 2 | 0 | 65% | |
| Aug 1, 2026 | 5 | 7 | 6 | 2 | 0 | 60% | |
| Jul 1, 2026 | 5 | 7 | 6 | 2 | 0 | 60% | |
| Jun 1, 2026 | 5 | 6 | 6 | 3 | 0 | 55% | |
| May 1, 2026 | 5 | 6 | 6 | 2 | 1 | 55% | |
| Apr 1, 2026 | 5 | 6 | 6 | 2 | 1 | 55% | |
| Mar 1, 2026 | 5 | 5 | 7 | 2 | 1 | 50% | |
| Feb 1, 2026 | 5 | 4 | 8 | 2 | 1 | 45% |
Price targets
Where 15 covering analysts think MAC trades over the next 12 months.
$27.07 +18.7% upside Buy
Current$22.80 Low$21.00 Median$27.00 High$30.00 15 analysts
$21.00$30.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 0 bullish, 3 bearish, 1 mixed, 3 neutral · avg impact 4.9/10.Plus 3 press releases.
NEUTRALPRESS-RELEASE3/10
Macerich announced its Q2 2026 earnings via website posting. The filing text contains no financial d
Aug 4, 2026
NEUTRAL8-K4/10
Macerich reports that underwriters exercised their option in full to purchase an additional 2.1 mill
Jun 29, 2026
BEARISH424B56/10
Macerich is offering 14,000,000 shares of common stock via forward sale agreements with Goldman Sach
Jun 15, 2026
NEUTRAL8-K4/10
Macerich posted an investor presentation on its website detailing its Path Forward Plan v3.0, which
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: MAC — 73.1% short (1.0M / 1.4M)
Short: 1,042,779 | Exempt: 0 | TRF Vol: 1,427,173 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: MAC — 63.0% short (0.5M / 0.7M)
Short: 466,402 | Exempt: 326 | TRF Vol: 740,319 | Short Ratio: 63.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: MAC — 77.3% short (1.2M / 1.6M)
Short: 1,230,929 | Exempt: 665 | TRF Vol: 1,592,714 | Short Ratio: 77.3% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: MAC — 89.6% short (1.1M / 1.2M)
Short: 1,117,992 | Exempt: 1,148 | TRF Vol: 1,248,033 | Short Ratio: 89.6% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: MAC — 55.5% short (0.4M / 0.7M)
Short: 400,495 | Exempt: 18 | TRF Vol: 721,034 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.03 | $-0.04–$-0.02 | 81.0% | +0.0% | 1↑ 0↓ | $0.3B | 2 |
| Next Q | $0.08 | $0.05–$0.11 | 183.4% | -2.0% | 1↑ 0↓ | $0.3B | 3 |
| Current FY | $-0.17 | $-0.22–$-0.12 | 41.6% | +4.2% | 1↑ 1↓ | $1.0B | 4 |
| Next FY | $0.00 | $-0.01–$0.01 | 100.0% | -100.0% | 1↑ 1↓ | $1.0B | 2 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.030 | — |
| 7d ago | $-0.030 | — |
| 30d ago | $-0.030 | — |
| 60d ago | $-0.037 | +0.007 |
| 90d ago | $-0.037 | +0.007 |
Institutional ownership
Which big funds own MAC (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $6.4B total value (255,908,830 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 54,737,438 | $1.4B | 21.4% | — |
| FMR LLC | 31,461,342 | $792.5M | 12.3% | ADD +30.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,314,692 | $688.1M | 10.7% | — |
| STATE STREET CORP | 16,342,649 | $411.7M | 6.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,682,019 | $319.5M | 5.0% | — |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | 8,999,366 | $226.7M | 3.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 8,667,541 | $218.4M | 3.4% | ADD +26.4% |
| PRINCIPAL FINANCIAL GROUP INC | 7,014,637 | $176.7M | 2.7% | DOUBLED +463.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,783,144 | $145.7M | 2.3% | — |
| DEUTSCHE BANK AG\ | 5,515,222 | $138.9M | 2.2% | DOUBLED +1269.9% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 24,047,392 | 31,461,342 | +30.8% | $792.5M |
| GEODE CAPITAL MANAGEMENT, LLC | ADD | 6,855,058 | 8,667,541 | +26.4% | $218.4M |
| PRINCIPAL FINANCIAL GROUP INC | DOUBLED | 1,244,831 | 7,014,637 | +463.5% | $176.7M |
| DEUTSCHE BANK AG\ | DOUBLED | 402,600 | 5,515,222 | +1269.9% | $138.9M |
| MORGAN STANLEY | ADD | 2,607,737 | 5,196,073 | +99.3% | $130.9M |
| JPMORGAN CHASE & CO | TRIM | 7,904,430 | 3,226,823 | -59.2% | $83.4M |
| CANADA PENSION PLAN INVESTMENT BOARD | DOUBLED | 15,400 | 3,253,097 | +21024.0% | $81.9M |
| UBS Group AG | ADD | 1,820,781 | 2,716,944 | +49.2% | $68.4M |
| Nuveen, LLC | DOUBLED | 1,195,082 | 2,650,894 | +121.8% | $66.8M |
| NORGES BANK | NEW | — | 2,641,293 | — | $66.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 10 transactions. Net -$63.8K — $0.00 bought, $63.8K sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 9, 2026 | Zecchini Christopher J | Chief Accounting Officer | SELL | 2,740 | $23.28 | $63.8K |
| Jun 30, 2026 | Stephen Andrea M | Director | AWARD | 32.66 | — | — |
| Jun 30, 2026 | HERNANDEZ ENRIQUE JR | Director | AWARD | 784.05 | — | — |
| Jun 1, 2026 | Hash Steve | Director | AWARD | 9,520 | — | — |
| Jun 1, 2026 | Hirsch Daniel J. | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Murphy Devin Ignatius | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Lowenthal Marianne | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | Stephen Andrea M | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | LAING DIANA | Director | AWARD | 6,720 | — | — |
| Jun 1, 2026 | HERNANDEZ ENRIQUE JR | Director | AWARD | 6,720 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for MAC.
Shares short
32,526,380
Settlement Sep 15, 2026
Change vs prior
+7.3%
Semi-monthly cycle
Days to cover
9.0
At avg daily volume
Of shares outstanding
≈11.5%
Estimate — not % of float
All MAC filing & press-release reports (10)
- PRESS-RELEASE reportAug 4, 2026
- 8-K reportJun 29, 2026
- PRESS-RELEASE reportJun 16, 2026
- 424B5 reportJun 15, 2026
- 8-K reportJun 5, 2026
- 424B5 reportMay 12, 2026
- PRESS-RELEASE reportMay 12, 2026
- 424B5 reportMay 11, 2026
- 8-K reportMay 6, 2026
- PRESS-RELEASE reportApr 1, 2026