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.
Arel Emilie reported acquisition or exercise transactions in this Form 4 filing.
Macy's, Inc. director Emilie Arel received a grant of 8,348 restricted stock units, each representing one share of Macy's common stock. This is a compensation-related award, not an open-market stock purchase or sale.
The units vest on the earlier of one year from the grant date or the company’s next annual shareholder meeting. After vesting, the resulting shares are automatically deferred and will be delivered to Arel six months after her service on Macy’s Board of Directors ends.
Macy’s, Inc. reported higher results for the first quarter of 2026. Total revenue rose to $4.892 billion from $4.793 billion, with net sales up 1.8% and comparable sales increasing 3.0%. Net income climbed to $63 million, compared with $38 million a year earlier, and diluted earnings per share improved to $0.23 from $0.13.
Gross margin dollars increased slightly, though the gross margin rate slipped 30 basis points, mainly due to tariffs. Adjusted EBITDA was $290 million versus $304 million last year, reflecting higher operating investments and lower real estate gains. Macy’s highlighted broad-based comp sales growth across Macy’s, Bloomingdale’s and Bluemercury under its “Bold New Chapter” strategy.
Liquidity remained solid, with cash and cash equivalents of $1.294 billion and no borrowings under a $2.1 billion asset-based credit facility. The company generated $292 million of operating cash flow, aided by a $328 million litigation settlement, paid $50 million in dividends, and repurchased 2.6 million shares for about $50 million.
Macy’s, Inc. reported a strong first quarter of 2026, with net sales rising to $4.7 billion, up 1.8%, and comparable sales increasing 3.0%, its best first-quarter performance in four years. All three nameplates delivered growth, led by Bloomingdale’s with comparable sales up 10.2% and Bluemercury up 6.4%.
GAAP diluted EPS was $0.23 versus $0.13 a year earlier, while adjusted diluted EPS was $0.13, above prior guidance. Gross margin was 38.9%, flat year-over-year excluding tariffs, and adjusted EBITDA was $290 million, or 5.9% of total revenue.
The company ended the quarter with $1.3 billion in cash and $2.0 billion of available credit, against total debt of $2.4 billion. Macy’s returned $50 million through dividends and repurchased 2.6 million shares for $50 million. Based on the strong start, it raised full-year 2026 guidance for net sales, comparable sales, and adjusted EPS.
Macy’s, Inc. held its annual shareholder meeting virtually on May 15, 2026, where all management proposals were approved. Shareholders elected 10 directors to one-year terms expiring at the 2027 annual meeting. They ratified KPMG LLP as independent registered public accounting firm for the fiscal year ending January 30, 2027.
Shareholders approved on an advisory basis the compensation of named executive officers and also approved the Amendment and Restatement of the Macy’s, Inc. 2024 Equity and Incentive Compensation Plan, which had been previously approved by the board and became effective upon shareholder approval.
Macy's Inc: Vanguard Capital Management reports beneficial ownership of 13,387,949 shares of Common Stock, representing 5.07% of the class as reported for the period ending 03/31/2026 in a Schedule 13G. The filing shows sole voting power for 2,015,026 shares and sole dispositive power for 13,387,949 shares. The filing cites affiliated Vanguard entities in its ownership disclosure and is signed on 04/30/2026.
Macy's Inc Schedule 13G shows Vanguard Portfolio Management beneficially owned 13,785,524 shares of Macy's common stock as of 03/31/2026. The filing reports this equals 5.22% of the class and that Vanguard has sole dispositive power over 13,785,524 shares and sole voting power for 149,634 shares. The statement notes these holdings reflect securities held for Vanguard funds and certain managed accounts and clarifies no other single person holds over 5% of the class.
Macy's, Inc. executive Olivier Bron, CEO of Bloomingdale's, reported equity compensation activity and a related tax sale. On April 3, 2026, he exercised 13,146 restricted stock units, receiving the same number of common shares at a conversion price of $0.00 per share.
On April 6, 2026, he sold 7,228 shares of common stock at a weighted average price of $17.9241 per share, with prices ranging from $17.86 to $17.97, solely to cover tax withholding obligations and not as a discretionary trade. Following these transactions, he directly holds 21,590 shares of common stock and 39,439 restricted stock units that each represent one share of common stock.
Macy's, Inc. senior vice president and controller Paul Griscom reported routine equity compensation activity. On April 3, he converted 2,629 restricted stock units into the same number of common shares at a stated price of $0.00 per share and continued to hold 7,888 restricted stock units afterward.
On April 6, Griscom sold 745 common shares at a weighted average price of $17.924 per share, with sale prices ranging from $17.85 to $17.97, solely to cover tax withholding obligations upon the vesting of restricted shares. Following these transactions, he directly owns 35,450 common shares.
Macy's, Inc. executive Danielle L. Kirgan reported routine equity compensation activity, including the vesting of 19,719 restricted stock units into common shares and a related tax sale. She sold 10,010 common shares at a weighted average price of $17.9229 solely to cover tax withholding obligations, which the filing states was not a discretionary transaction. After these transactions, she held 108,008 shares of common stock directly and 59,159 restricted stock units.
Macy's, Inc. executive Tracy M. Preston reported compensation-related stock activity. On April 3, 2026, restricted stock units representing 13,146 shares of common stock vested and were converted into common shares. On April 6, 2026, 5,271 common shares were sold at a weighted average price of $17.9247 per share to cover tax withholding obligations, which the filing states was not a discretionary transaction. After these transactions, Preston directly owned 28,773 shares of Macy's common stock. A prior grant of 52,585 restricted stock units on April 3, 2025 vests in four equal annual installments.