Nama Insights

Macy's (M)

Consumer Cyclical · Department Stores · NYSE

Macy's (M) is a Consumer Cyclical company in the Department Stores industry. It has a market capitalization of $6.03B, a trailing price-to-earnings ratio of 10.1 and a free-cash-flow yield of 10.8%. Over the most recent reported fiscal year, revenue declined 1.7% and free cash flow per share grew 77.5%. Nama's AI scorecard rates it Hold, 5.6 out of 10. On 12-month momentum it ranks in the middle band of its market.
AI scorecard
Hold · 5.6/10
The sections balance. As of Nov 7, 2026.
Momentum
Middle · +11.9% over 12 months ex. last
Middle fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-39.2%
How far the last close sits under the highest price of the past five years.
Market cap$6.03B
Trailing P/E10.1
Price / book1.2
Price / sales0.3
FCF yield10.8%
Dividend yield3.3%
Gross margin40.7%
Operating margin4.3%
Net margin3.3%
Revenue growth (YoY)-1.7%
Revenue growth (3-yr annual)-3.9%
EPS growth (YoY)-15.5%
FCF/share growth (YoY)+77.5%
Beta1.5
ExchangeNYSE
SectorConsumer Cyclical
IndustryDepartment Stores

M earnings

Next report: Dec 2, 2026 (Q3 2027, EPS estimate -$0.18). Beat the EPS estimate in 4 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q2 2027 Sep 10, 2026 $0.40 $0.37 +8.1% $5.06B
Q1 2027 Jun 3, 2026 $0.13 $0.03 +333.3% $4.89B
Q4 2026 Mar 18, 2026 $1.67 $1.56 +7.0% $7.92B
Q3 2026 Dec 3, 2025 $0.09 -$0.13 +169.2% $4.91B

M analyst price target

Median target $24.00 from 10 analysts, ranging $10.00 – $30.00.

Department Stores peers

TickerCompanyMarket capP/E
KSS Kohl's $2.61B 9.9
PLBL Polibeli Group $1.96B —
Explore live M data on Nama Insights →

Recent Congressional trades

Macy's trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
David A Perdue , Jr Senate Sell $15,001 - $50,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
David A Perdue , Jr Senate Buy $1,001 - $15,000 —
Sheldon Whitehouse Senate Sell $1,001 - $15,000 —
Sheldon Whitehouse Senate Buy $1,001 - $15,000 —
Sheldon Whitehouse Senate Sell $15,001 - $50,000 —
Sheldon Whitehouse Senate Buy $1,001 - $15,000 —

M FAQ

Is M a buy?
Nama's AI scorecard currently rates Macy's Hold (5.6 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is M's P/E ratio?
Macy's trades at a trailing price-to-earnings ratio of 10.1.
When does M report earnings?
Macy's's next scheduled report is on Dec 2, 2026. Analysts expect EPS of -$0.18.
What is the M price target?
The median analyst price target from 10 analysts is $24.00, with a range of $10.00 – $30.00.
Is M Shariah compliant?
Nama's AAOIFI-style screen reads Macy's as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does M pay a dividend?
Yes — Macy's's dividend yield is 3.3%.