Macys Inc SEC Filings

Macy’s, Inc. filed a current report announcing it has released a press release with its financial condition, results of operations and cash flows for the 13- and 39-week periods ended November 1, 2025. The release presents results under GAAP and also provides several non-GAAP metrics, including changes in comparable sales on an owned-plus-licensed and owned-plus-licensed-plus-marketplace basis, EBITDA, adjusted EBITDA, core adjusted EBITDA, adjusted net income and adjusted diluted earnings per share.

These adjusted measures exclude items such as impairment, restructuring and other costs, loss on extinguishment of debt and, for core adjusted EBITDA, gains on sale of real estate. Macy’s includes a reconciliation from each non-GAAP figure to the most directly comparable GAAP measure within the press release.

Macy’s, Inc. (M): Schedule 13G/A ownership update. FMR LLC reported beneficial ownership of 9,542,246.94 shares of Macy’s common stock, equal to 3.6% of the class as of 09/30/2025. FMR reported sole voting power over 9,387,720.15 shares and sole dispositive power over 9,542,246.94 shares, with no shared voting or dispositive power.

Abigail P. Johnson reported sole dispositive power over 9,542,246.94 shares and no voting power. The filing notes the securities are held in the ordinary course of business and not for the purpose of changing or influencing control. One or more other persons may receive dividends or sale proceeds, with no single person over five percent.

Macy’s, Inc. officer Olivier Bron (CEO, Bloomingdale’s) reported RSU vesting and share settlements. On 11/01/2025, two transactions coded M converted restricted stock units into common stock: 18,656 shares and 3,109 shares. On 11/03/2025, a transaction coded F reflected tax withholding of 9,209 shares at $19.49 per share in connection with the vesting.

Following these transactions, Bron beneficially owned 18,802 shares directly. The footnotes state each RSU equals one share, and clarify the share withholding was to satisfy tax obligations. Prior grants from 11/01/2023 include 37,313 RSUs vesting in two equal installments beginning 11/01/2025, and 12,437 RSUs vesting in four equal installments beginning on the first anniversary of the grant date.

The Vanguard Group filed Amendment No. 14 to its Schedule 13G on Macy’s (M), reporting beneficial ownership of 26,371,100 shares of common stock, representing 9.82% of the class as of 09/30/2025.

Vanguard reports 0 shares with sole voting power and 1,693,656 with shared voting power. It has 24,339,405 shares with sole dispositive power and 2,031,695 with shared dispositive power. Vanguard is identified as an investment adviser (IA).

The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control. Vanguard notes its clients have the right to receive dividends or sale proceeds from these securities, and no other single person’s interest exceeds five percent.

Douglas William Sesler, a director of Macy's, Inc. (M), acquired 1,970 shares of common stock through a 1-for-1 conversion of phantom stock units. The report shows the phantom units converted into common stock units and treated as directly held following the transaction, with an average per-unit value of $13.958. The units are designated to be settled in common stock upon the reporting person's termination from the Board.

This filing documents a routine equity-based compensation conversion for a director and does not disclose any sale or disposition of shares. The transaction increases the director's direct beneficial ownership by 1,970 shares under the issuer's equity plan terms.

Richard L. Markee, a director of Macy's, Inc. (M), reported receipt of 1,971 Phantom Stock Units on 09/30/2025 that convert 1-for-1 into common stock. The units are scheduled to be settled in common stock upon the Reporting Person's termination from the Board of Directors, and the filing shows 1,971 shares beneficially owned following the transaction in a direct ownership form. The report records an average per-unit value of $13.9573, described as the quarterly monthly-average value of the stock units. The Form 4 was signed by Wendy A. Beadles as attorney-in-fact on 10/01/2025.

Richard Clark, a director of Macy's, Inc. (M), reported the conversion of phantom stock units into 1,971 shares of common stock on 09/30/2025. The Form 4 shows these were recorded as an acquisition (A) of 1,971 shares at an average unit value of $13.9573, representing the quarterly average value of the granted stock units.

The filing notes the phantom units convert 1-for-1 to common stock and that settlement of the units in actual shares will occur upon the reporting person's termination from the board. The Form 4 was signed by an attorney-in-fact on behalf of Richard Clark on 10/01/2025.

Danielle L. Kirgan, EVP and Chief HR Officer of Macy's, Inc. (M), reported a sale of 100,000 shares of Macy's common stock on 09/17/2025 at a reported price of $17.75 per share. After the transaction she is shown as beneficially owning 136,161 shares directly. The Form 4 was signed by an attorney-in-fact on 09/18/2025.

Macy's, Inc. Form 144 reports a proposed sale of 50,000 shares of common stock to be executed on 09/18/2025 through Charles Schwab, with an aggregate market value of $870,000.00. The filing shows these 50,000 shares were acquired in March 2023 through restricted/performance stock vesting. The notice also discloses sales by the same person in the prior three months totaling 250,000 shares for gross proceeds of $4,379,527.03 (sales on 09/05/2025, 09/11/2025, and 09/17/2025). The issuer's outstanding shares are listed as 268,505,751. By signing, the seller represents they do not possess undisclosed material adverse information about the issuer.