Macy's, Inc.
No enriched coverage for $M in the last 7 days.
No SEC Form 4 filings for $M in the last 30 days.
US 10-year Treasury yields fell after carryover support from weaker June payrolls and amid stock strength that reduced safe-haven demand. The 10-year yield closed at 4.477%. Equities rose, led by chip and Big Tech gains, including SOXX, WDC, AMD, TSLA, META, and NVDA. Microsoft fell after plans to cut 3,200 Xbox jobs.
US 10-year yields rose to 4.489% after June ISM Services beat expectations; Treasury auctions total $119B this week. European yields also edged higher. US stocks: semiconductor/AI names and cybersecurity stocks gained; SOXX up >3%. AMD, WDC, STX, ON, QCOM, MCHP, QCOM rose >5–9%. Dell jumped >8% on Trump comments; Macy’s, USB, MUSA rose on analyst upgrades. Macy’s and ZIM fell on demand/sale-sale news.
Berkshire Hathaway’s dividend-focused stock portfolio (Greg Abel since Jan 2026) held 24 dividend payers worth about $263B, ~97% of the portfolio. The six highest-yielding holdings—Kraft Heinz (KHC), Chevron (CVX), Sirius XM (SIRI), Macy’s (M), Jefferies (JEF), and Constellation Brands (STZ)—are estimated to generate over $1.2B in dividends, with KHC alone over $520M and CVX about $600M annually.
Recent M coverage spans market movers, financial news and insider activity.
A clear analyst upgrade with a stated target provides a direct catalyst for near-term trading.
M’s upside is directly linked to a fresh analyst upgrade and explicit target.
Macy’s is framed as a new, smaller dividend position for Berkshire, tied to turnaround optimism and prior sales declines.
This is a routine insider open-market sale with no 10b5-1 plan disclosed; it is unlikely to change fundamentals but can affect near-term sentiment.
This is a routine insider open-market sale with no 10b5-1 plan stated, but it does not disclose new company fundamentals.
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.
US 10-year Treasury yields fell after carryover support from weaker June payrolls and amid stock strength that reduced safe-haven demand. The 10-year yield closed at 4.477%. Equities rose, led by chip and Big Tech gains, including SOXX, WDC, AMD, TSLA, META, and NVDA. Microsoft fell after plans to cut 3,200 Xbox jobs.
7 min readUS 10-year yields rose to 4.489% after June ISM Services beat expectations; Treasury auctions total $119B this week. European yields also edged higher. US stocks: semiconductor/AI names and cybersecurity stocks gained; SOXX up >3%. AMD, WDC, STX, ON, QCOM, MCHP, QCOM rose >5–9%. Dell jumped >8% on Trump comments; Macy’s, USB, MUSA rose on analyst upgrades. Macy’s and ZIM fell on demand/sale-sale news.
4 min readBerkshire Hathaway’s dividend-focused stock portfolio (Greg Abel since Jan 2026) held 24 dividend payers worth about $263B, ~97% of the portfolio. The six highest-yielding holdings—Kraft Heinz (KHC), Chevron (CVX), Sirius XM (SIRI), Macy’s (M), Jefferies (JEF), and Constellation Brands (STZ)—are estimated to generate over $1.2B in dividends, with KHC alone over $520M and CVX about $600M annually.
7 min readGriscom Paul (SVP and Controller) sold 10,077 shares of Macy's, Inc. (M) at $25.63 ($0.26M total) on 2026-06-25.
2 min readEdwards Thomas Jr. (EVP, COO & CFO) sold 16,419 shares of Macy's, Inc. (M) at $24.89 ($0.41M total) on 2026-06-24.
2 min readBerkshire Hathaway’s CEO Greg Abel disclosed a new stake in Macy’s in its Q1 2026 13F filed May 15, 2026: 3.04 million shares valued at about $55 million, alongside a new Delta Air Lines position. The article says Macy’s reported Q2 FY27 adjusted diluted EPS of $0.13 vs $0.03, revenue of $4.89 billion, and raised full-year guidance to net sales $21.5–$21.75 billion and adjusted EPS $2.00–$2.20.
6 min readJPMorgan Chase raised its Macy’s (NYSE:M) price target to $27 from $21 and kept a “neutral” rating, implying 15.85% upside. Other firms adjusted targets: Telsey to $23, Weiss reiterated “hold (c),” Zacks upgraded to “hold,” UBS reiterated “sell,” and Wall Street Zen cut to “hold.” Macy’s shares rose to $23.31.
6 min readUS stock index futures were mixed early Wednesday as investors balanced AI optimism with uncertainty around US-Iran talks. Dow futures fell 0.3%, S&P 500 futures slipped about 0.1%, and Nasdaq 100 futures rose 0.2%. Oil climbed as Israel’s Lebanon campaign complicated a ceasefire, with WTI above $96 and Brent near $98. Broadcom, CrowdStrike, and Macy’s are due to report, alongside ADP jobs data.
6 min readUS stock index futures were flat Wednesday as investors balanced AI optimism with uncertainty around US-Iran talks. Dow and S&P 500 futures held steady; Nasdaq 100 futures rose 0.1%. Palo Alto Networks shares gained after earnings, with the company citing strong AI cybersecurity demand. Earnings and ADP employment data are due, ahead of Friday’s May jobs report.
6 min readThis week’s focus is on U.S. labor data, major chip and AI-related earnings, and inflation/growth signals. Investors watch Friday’s May jobs report (consensus 93,000 jobs) plus JOLTS, jobless claims, and Challenger layoffs. Broadcom and Ciena report, as do PANW and CrowdStrike. PCE rose 0.4% m/m in April but 12-month gains hit 3.8% headline; GDP was revised to 1.6%.
6 min read
