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. said Paul C. Varga notified the company that he will resign from its Board of Directors effective December 11, 2026. Varga has served as a director since 2012 and as Lead Independent Director since 2021. The Board elected Deirdre P. Connelly to succeed him as Lead Independent Director effective December 12, 2026, and fixed the Board’s size at nine directors effective December 11, 2026.
Macy’s described Varga’s resignation and Connelly’s appointment as part of the Board’s regular governance and succession planning. The company stated that Varga’s decision was not due to any disagreement with the company, the Board or management on matters relating to its operations, policies, practices or otherwise.
Macy's, Inc. director Richard L. Markee acquired 1,235 Phantom Stock Units as an award on September 30, 2026. The reported $23.2751 price is the average value of stock units granted each month during the quarter. His reported position following the award was 1,235 Phantom Stock Units, held directly.
Macy’s, Inc. (M) reported solid improvement for the quarter ended August 1, 2026, with total revenue of $5.06 billion versus $5.00 billion a year earlier and comparable sales up 2.7%. Net income rose to $169 million from $87 million and diluted EPS to $0.62 from $0.31.
Gross margin expanded to 41.5% from 39.7%, mainly helped by about $95 million of tariff refunds under the International Emergency Economic Powers Act. All nameplates posted positive comps, led by Bloomingdale’s at +11.3% and Bluemercury at +6.2%, while Macy’s main banner grew 1.1%. SG&A rose modestly but leveraged slightly on higher revenue.
For the first half of 2026, revenue reached $9.95 billion and net income $232 million, up from $124 million. Operating cash flow jumped to $586 million, aided by $328 million from credit card interchange settlements. Macy’s ended the quarter with $1.29 billion in cash, $2.43 billion of long-term debt and $1.96 billion of undrawn ABL capacity, while returning capital via $0.1915-per-share quarterly dividends and $50 million of share repurchases in the quarter.
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.