Macy’s (M) – Analysts’ Weekly Ratings Updates

Several analysts have recently updated their ratings and price targets for Macy’s (NYSE: M):

• 10/14/2025 – Macy’s is now covered by analysts at BTIG Research. They set a “neutral” rating on the stock.
• 10/8/2025 – Macy’s had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 10/6/2025 – Macy’s had its price target raised by analysts at The Goldman Sachs Group, Inc. from $14.50 to $16.50. They now have a “neutral” rating on the stock.
• 9/27/2025 – Macy’s had its “hold (c)” rating reaffirmed by analysts at Weiss Ratings.
• 9/18/2025 – Macy’s had its price target raised by analysts at Morgan Stanley from $12.00 to $16.00. They now have an “equal weight” rating on the stock.
• 9/18/2025 – Macy’s was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 9/4/2025 – Macy’s had its price target raised by analysts at UBS Group AG from $6.00 to $6.50. They now have a “sell” rating on the stock.
• 9/4/2025 – Macy’s had its price target raised by analysts at Citigroup Inc. from $12.00 to $16.00. They now have a “neutral” rating on the stock.
• 9/4/2025 – Macy’s had its price target raised by analysts at The Goldman Sachs Group, Inc. from $13.00 to $14.50. They now have a “neutral” rating on the stock.
• 9/4/2025 – Macy’s had its price target raised by analysts at Barclays PLC from $12.00 to $15.00. They now have an “equal weight” rating on the stock.
• 9/3/2025 – Macy’s had its price target raised by analysts at Jefferies Financial Group Inc. from $14.50 to $18.50. They now have a “buy” rating on the stock.
• 9/3/2025 – Macy’s had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $17.00 price target on the stock, up previously from $14.00.
• 8/27/2025 – Macy’s had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $14.00 price target on the stock.

Macy’s Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, October 1st. Investors of record on Monday, September 15th were paid a dividend of $0.1824 per share. This represents a $0.73 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date of this dividend was Monday, September 15th. Macy’s’s dividend payout ratio (DPR) is currently 41.71%.

Insider Buying and Selling

In other Macy’s news, SVP Paul Griscom sold 12,843 shares of the stock in a transaction on Thursday, September 11th. The stock was sold at an average price of $17.26, for a total value of $221,670.18. Following the sale, the senior vice president owned 23,379 shares in the company, valued at $403,521.54. This trade represents a 35.46% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Danielle L. Kirgan sold 100,000 shares of the stock in a transaction on Wednesday, September 17th. The stock was sold at an average price of $17.75, for a total value of $1,775,000.00. Following the completion of the sale, the executive vice president owned 136,161 shares in the company, valued at approximately $2,416,857.75. The trade was a 42.34% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 212,843 shares of company stock valued at $3,726,670 over the last three months. 2.77% of the stock is owned by corporate insiders.

Macy’s, Inc engages in the retail of apparel, accessories, cosmetics, home furnishings, and other consumer goods. The firm’s brands include Macy’s, Bloomingdale’s, and Bluemercury. It offers men’s, women’s, and children’s apparel, women’s accessories, intimate apparel, shoes, cosmetics, fragrances, as well as home and miscellaneous products.