Macy's, Inc.
No SEC Form 4 filings for $M in the last 30 days.
See all $M insider activity →Kohl's (KSS) +8%, Macy's (M) +3% as investors rotate into undervalued department stores, while Abercrombie & Fitch (ANF) -2%. Kohl's reported Q2 EPS beat but declining sales; raised FY guidance. SPDR S&P Retail ETF (XRT) +0.8%.
Macy's (M) options volume surged to 17,669 contracts, with calls outpacing puts. Traders expect a ±8% move around earnings on September 10, with bullish bets on short-term $23.50 calls and hedging via September puts. Analysts' targets suggest modest upside, but options indicate higher volatility.
UBS maintained a 'Sell' rating on Macy's (M) but raised its price target to $10.00 from $9.00, citing concerns about the retailer's performance. GuruFocus values Macy's stock at $15.94, suggesting it is 41.7% overvalued at its current price of $22.59. The company has a market cap of $5.94 billion and operates 430 Macy's stores, 60 Bloomingdale's, and 170 Bluemercury stores.
Over the past 7 days, alphai's AI scored 2 news stories mentioning M (Macy's, Inc.). Coverage has been balanced: 0 bullish, 2 neutral, and 0 bearish.
Recent M coverage spans financial news, earnings and market movers.
Price gain reflects sector rotation rather than new company‑specific news.
Increased options activity suggests heightened short-term volatility and potential price swing of ±8% around earnings.
The rating change may slightly influence short-term sentiment, but the continued Sell rating limits upside potential.
Short‑bias research could fuel further downside for M.
Potential upside as Berkshire endorsement may attract investors.
alphai scores every news story that mentions M with an AI model for sentiment and relevance, and aggregates insider trades from Macy's, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Kohl's (KSS) +8%, Macy's (M) +3% as investors rotate into undervalued department stores, while Abercrombie & Fitch (ANF) -2%. Kohl's reported Q2 EPS beat but declining sales; raised FY guidance. SPDR S&P Retail ETF (XRT) +0.8%.
3 min readMacy's (M) options volume surged to 17,669 contracts, with calls outpacing puts. Traders expect a ±8% move around earnings on September 10, with bullish bets on short-term $23.50 calls and hedging via September puts. Analysts' targets suggest modest upside, but options indicate higher volatility.
2 min readUBS maintained a 'Sell' rating on Macy's (M) but raised its price target to $10.00 from $9.00, citing concerns about the retailer's performance. GuruFocus values Macy's stock at $15.94, suggesting it is 41.7% overvalued at its current price of $22.59. The company has a market cap of $5.94 billion and operates 430 Macy's stores, 60 Bloomingdale's, and 170 Bluemercury stores.
2 min readWolfpack Research reported Flotek Industries (FTK) lost a $400M contract, potentially halving its backlog. Fugazi Research criticized Aeva Technologies (AEVA) as a struggling startup. Bristlemoon Research argued Macy's (M) is overvalued. L3Harris (LHX) CEO departed over conduct violations. Ameresco (AMRC) CFO and GC resigned. Viking Therapeutics (VKTX) COO and Merit Medical (MMSI) COO departed. Boston Beer (SAM) CFO is stepping down. Edwin Dorsey predicts long-term trouble for DraftKings (DKNG)
2 min readBerkshire Hathaway (BRK.A, BRK.B) doubled its stake in Macy's (M) in Q2, investing $173M. Macy's turnaround strategy includes store closures, luxury brand focus, and operational streamlining. Q1 2026 saw strong sales growth, with Macy's stock up 78% in a year. Analysts are cautious, with most recommending hold. Macy's offers a 3.3% dividend yield and trades at 10.5x forward earnings.
2 min readRoss Stores (ROST) shares rose 8% to $246.60 after reporting Q2 revenue of $6.26B (up 13%) and EPS of $2.66 (beating estimates). The company raised full-year EPS guidance to $8.61-$8.77. TJX (TJX) and Macy's (M) shares also gained 1% on related news. Ross's growth was driven by 10% comparable store sales and improved operating margins.
3 min readBerkshire Hathaway (BRK.A, BRK.B) has invested in Macy's (M), increasing its stake to 2.8% of the retailer's shares, worth $174 million. Macy's reported strong Q1 results, with revenue up 2% and net income up 66%, beating expectations. The company raised its full-year outlook. Analysts have a mixed view on Macy's stock, with an average price target of $22.77.
2 min readBerkshire Hathaway (BRK-B) increased its stock portfolio value to $299B in Q2, adding D.R. Horton (DHI) and boosting stakes in Alphabet (GOOG), Delta Air Lines (DAL), Lennar (LEN.B), New York Times (NYT), and Macy’s (M). It reduced holdings in Bank of America (BAC), Kroger (KR), Ally Financial (ALLY), and Capital One Financial (COF).
2 min readBerkshire Hathaway disclosed a new position in Macy’s (M), building it in Q1 2026. According to filing data cited by the article, Berkshire holds 7.37 million Macy’s shares worth about $173 million, up 141.82%, for 2.79% ownership as of June 29, 2026. Macy’s reported Q1 2026 results with raised full-year guidance to $21.5B-$21.75B net sales and $2.00-$2.20 EPS.
6 min readAlibaba shares rose after it disclosed a deal to sell its gaming arm and said its open AI model has generated more than 3 billion downloads. DR Horton and Macy’s gained after Berkshire Hathaway disclosed stakes in filings. Snap shares fell as the stock looked set to end a two-session win streak.
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