MACERICH CO
No enriched coverage for $MAC in the last 7 days.
No SEC Form 4 filings for $MAC in the last 30 days.
See all $MAC insider activity →Macerich (MAC) reported Q2 2026 results on an earnings call. Adjusted FFO was $0.35 per diluted share, with go-forward portfolio NOI up 3.8%. SNO pipeline was $124 million. Leased occupancy was 94% for the portfolio and 95.5% for the go-forward portfolio. Portfolio sales were $919 per sq ft, $954 for go-forward. The company said it has $372 million available for acquisitions.
MACERICH CO (MAC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.2 5 d106117dex102.htm EX-10.2 EX-10.2 Exhibit 10.2 Execution Version FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT This FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT (this “ Amendment ”) is dated as of August 5, 2026 and is entered into b
J.P. Morgan Chase said it will invest to build $750 billion of housing over nine years, targeting 1 million affordable units and aiding 500,000 customers, including 200,000 first-time buyers. The article also cites BlackRock’s $1.63 billion multifamily purchase from Camden, Starwood Property Trust’s 95% net income drop to $6.6 million, and other real-estate earnings and leasing updates.
Recent MAC coverage spans earnings, corporate actions and financial news.
Leasing and transformation execution metrics improved, supporting a constructive near-term outlook for occupancy and NOI ramp through 2027-2028.
The 8-K discloses a material amendment to MAC’s credit agreement, which can affect leverage, liquidity, and covenant headroom.
Improving occupancy and leasing activity are near-term positive operating indicators for MAC’s mall portfolio health.
Q2 operational beats and occupancy strength are the immediate catalyst, but leverage and weak free cash flow keep downside risk elevated.
The upsized exchangeable notes change Macerich’s capital structure and introduce equity-linked dilution/hedging dynamics that can affect MAC and the notes’ trading behavior.
alphai scores every news story that mentions MAC with an AI model for sentiment and relevance, and aggregates insider trades from MACERICH CO's SEC EDGAR Form 4 filings. Figures refresh continuously.
Macerich (MAC) reported Q2 2026 results on an earnings call. Adjusted FFO was $0.35 per diluted share, with go-forward portfolio NOI up 3.8%. SNO pipeline was $124 million. Leased occupancy was 94% for the portfolio and 95.5% for the go-forward portfolio. Portfolio sales were $919 per sq ft, $954 for go-forward. The company said it has $372 million available for acquisitions.
7 min readMACERICH CO (MAC) filed an SEC Form 8-K — Entry into a Material Definitive Agreement. EX-10.2 5 d106117dex102.htm EX-10.2 EX-10.2 Exhibit 10.2 Execution Version FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT This FIRST AMENDMENT TO SECOND AMENDED AND RESTATED CREDIT AGREEMENT (this “ Amendment ”) is dated as of August 5, 2026 and is entered into b
3 min readJ.P. Morgan Chase said it will invest to build $750 billion of housing over nine years, targeting 1 million affordable units and aiding 500,000 customers, including 200,000 first-time buyers. The article also cites BlackRock’s $1.63 billion multifamily purchase from Camden, Starwood Property Trust’s 95% net income drop to $6.6 million, and other real-estate earnings and leasing updates.
7 min readMacerich (NYSE: MAC) shares rose about 3.9% after Q2 results and retail mall outlooks. The company reported Q2 revenue of about $249.7M versus roughly $240M expected, and adjusted FFO of $0.35 versus $0.33 consensus, with NOI up 3.8% and occupancy at 94% to 95.5%. Analysts raised price targets into the $25 to $28 range.
4 min readMacerich (NYSE: MAC) priced an upsized $675 million offering of 2.25% exchangeable senior notes due 2031, up from $600 million. The notes settle Aug. 11, 2026, pay 2.25% semiannually, mature Aug. 15, 2031, and are exchangeable into MAC shares at an initial rate of 35.4761 shares per $1,000 principal. Net proceeds are about $659.1 million.
6 min readMacerich reported progress on its Path Forward 3.0 plan, with leasing completion at 88% versus a midyear 85% target. Management reiterated 2026 go-forward portfolio NOI growth of at least 3%, accelerating to 3.5%+ in 2H, and expects >8% NOI growth in 2027-28 as a $140 million SNO pipeline contributes rent. Net debt/adj. EBITDA improved to 7.3x. The company plans $372 million of unsettled forward equity for acquisitions and noted a $76 million loan default at 29th Street.
6 min readMacerich (a mall REIT) reported Q2 leased occupancy of 94% (up from 92% a year earlier) after signing about 1.3 million sq ft of new and renewal leases. Lease revenue was $233.4M and total revenue $249.7M. Adjusted FFO was $100.4M. Net loss narrowed to $27.1M from nearly $41M, helped by asset sales. Go-forward NOI rose 3.8% and the company cited $1.2B liquidity.
5 min readMACERICH CO (MAC) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 a2026q2-exhibit991.htm EX-99.1 2026 Q2- Exhibit 99.1 Exhibit 99.1 Earnings Results & Supplemental Information For the Three and Six Months Ended June 30, 2026 The Macerich Company Earnings Results & Supplemental Information For the Three and Six Months Ended June 30, 20
9 min readBarchart highlights Macerich Company (MAC), a retail REIT, as trading near new 5-year highs. The stock is up about 48.7% over 52 weeks and recently around $26.14. The article cites a 2.59% dividend yield, a 16.98x trailing P/E, and analyst price targets roughly $19 to $31.
5 min readMall REITs gained 22.4% in Q2 2026 versus 12.2% for the broader REIT sector, according to a Stifel report. Macerich led with a 34.2% total return, followed by Simon Property Group at 21.2% and Tanger at 17.1%. Short interest rose 78.1% to 5.8% of float; Macerich’s rose 89.1%.
3 min read
