Welcome to our dedicated page for Macy's SEC filings (Ticker: M), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Macy’s, Inc. filings document the public-company disclosures of a retail operator with the Macy’s, Bloomingdale’s and Bluemercury nameplates. Recent Form 8-K reports cover operating results, financial condition, cash flows, non-GAAP measures such as adjusted EBITDA and adjusted earnings, and updates to financial disclosure metrics tied to the company’s go-forward business and comparable-sales reporting.
The company’s proxy and other current reports also describe shareholder meeting matters, board composition, director elections, executive compensation, compensatory arrangements and governance changes. These filings frame Macy’s capital-market reporting around retail performance, disclosure controls, governance structure and shareholder voting processes.
Macy's, Inc. (M) reported stronger second quarter 2026 results and raised full-year 2026 guidance. Net sales rose to $4.9 billion, up 1.1% year over year, while comparable sales increased 2.7%, with all three nameplates positive and Bloomingdale’s up 11.3%.
GAAP diluted EPS doubled to $0.62 from $0.31, and adjusted diluted EPS increased to $0.63, up 14% excluding a $0.23 net tariff refund benefit. Adjusted EBITDA improved to $457 million, or 9.0% of total revenue, versus 7.5% a year ago. Cash and equivalents were $1.3 billion with total debt of $2.4 billion and no material long-term maturities until 2030.
The company received $116 million of IEEPA tariff refunds and plans to let about $20 million flow through full-year EPS, investing the remainder in its Bold New Chapter strategy. For 2026, Macy’s now guides net sales to $21.675–$21.825 billion and adjusted diluted EPS to $2.15–$2.35, both raised from prior ranges, and continues dividends and share repurchases.
Vanguard Portfolio Management LLC, together with certain affiliates, reports its beneficial ownership of Macy's Inc. common stock on an amended Schedule 13G.
The group reports beneficial ownership of 13,002,621 shares of Macy's common stock, representing 4.94% of the class. It has sole voting power over 139,259 shares and sole dispositive power over 13,002,621 shares, with no shared voting or dispositive power reported. The filing states that Vanguard Portfolio Management and related investment companies and accounts have rights to dividends and sale proceeds, but no other single person has an interest in more than 5% of the class.
Vanguard Capital Management filed an amended Schedule 13G reporting beneficial ownership of 13,069,479 shares of Macy's Inc common stock. This position represents 4.96% of the outstanding common stock and is reported as ownership of 5 percent or less of the class.
Vanguard has sole voting power over 2,049,268 shares and sole dispositive power over all 13,069,479 shares, with no shared voting or dispositive power. The filing aggregates holdings managed by Vanguard Capital Management LLC and certain of its affiliates and business divisions, including Vanguard funds and other managed accounts.
Dimensional Fund Advisors LP has reported beneficial ownership of 16,800,787 shares of Macy's Inc common stock, representing 6.4% of the class as of 06/30/2026. It has sole voting power over 16,511,023 shares and sole dispositive power over 16,800,787 shares, with no shared voting or dispositive power.
The shares are held by investment companies, commingled funds, group trusts and separate accounts that Dimensional advises or manages. Dimensional may be deemed a beneficial owner due to its authority, but disclaims beneficial ownership except for reporting purposes under Section 13(d) of the Exchange Act.
Macy's, Inc. director MARKEE RICHARD L received a grant of 1,322 Phantom Stock Units tied to Macy’s common stock. These units convert on a 1-for-1 basis into common shares and are scheduled to be settled in stock when the director leaves the Board. The grant reflects equity-based compensation rather than an open-market trade.
Macy's, Inc. senior vice president and controller Paul Griscom reported an open-market sale of common stock. On June 25, 2026, he sold 10,077 shares at a weighted average price of $25.6304 per share. The shares were sold in multiple trades between $25.6150 and $25.6350 and, after these transactions, he directly holds 25,373 shares of Macy's common stock.
Macy's, Inc. reporting controlled dispositions by an insider. Paul Griscom reported multiple sales of Common Stock via Form 144, listing transactions on 03/25/2026, 03/27/2026, 03/30/2026, 04/01/2026, and 04/06/2026 with individual share amounts and gross proceeds shown. The entries list prior restricted stock vesting events (2019–2024) as the source of shares.
Macy's, Inc. executive vice president, COO and CFO Edwards Thomas Jr. reported compensation-related stock activity. On June 23, he exercised 36,419 restricted stock units into an equal number of common shares at a conversion price of $0.00 per share.
On June 24, 16,419 of these shares were sold at a weighted average price of $24.8935 per share to cover tax withholding obligations, which the company notes was not a discretionary transaction. After these events, he directly owned 20,000 shares of common stock and 109,257 restricted stock units, each representing one share.
VARGA PAUL C reported acquisition or exercise transactions in this Form 4 filing.
Macy's, Inc. director Paul C. Varga received a grant of 8,348 restricted stock units, each representing one share of Macy's common stock. The award was granted at no cash cost to him and brings his reported restricted stock unit holdings to 8,348.
The restricted stock units vest on the earlier of one year from the grant date or the date of Macy's next annual meeting of shareholders. After vesting, the shares will be automatically deferred and delivered to Varga six months after his service on the Board of Directors ends.