M is the ticker symbol for Macy's, Inc., a publicly traded Consumer Discretionary sector company listed on NYSE. 13F Pro tracks M with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is M a good stock to buy?

13F Pro's AI ranking engine scores M at 58.2/100, ranked #1,029 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for M is available at https://13fpro.ai/company/M. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source M data?

All Macy's, Inc. fundamentals and ownership data come directly from SEC EDGAR. Macy's, Inc. files with the SEC under CIK 794367. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

Macy's, Inc. M

NYSEMid CapConsumer Discretionary

13F Pro quality score

Rank #1,029 of 2,925TOP 50%

Why it scores 58 Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$5.06B

Quarter to Aug 1

Net income

$169.00M

Quarter to Aug 1

Free cash flow

$229.00M

Quarter to Aug 1

Operating margin

4.8%

Quarter to Aug 1

Top Institutional Holders

as of Q2 2026

$6.05B total

BlackRock, Inc.

$665.56M0.0%

DIMENSIONAL FUND ADVISORS LP

$395.69M+2.0%

VANGUARD PORTFOLIO MANAGEMENT LLC

$302.93M-5.7%

AMERICAN CENTURY COMPANIES INC

$259.77M-9.2%

VANGUARD CAPITAL MANAGEMENT LLC

$259.53M-3.1%

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$230.80M+6.4%

STATE STREET CORP

$217.63M-0.6%

RWC Asset Management LLP

$210.60M-20.7%

GOLDMAN SACHS GROUP INC

$207.51M+15.6%

LSV ASSET MANAGEMENT

$195.55M+26.3%

GEODE CAPITAL MANAGEMENT, LLC

$178.46M-8.0%

BERKSHIRE HATHAWAY INC

$173.03M+141.8%

Newport Trust Company, LLC

$159.16M-2.5%

Allianz Asset Management GmbH

$112.37M+0.4%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$101.90M-24.9%

AQR CAPITAL MANAGEMENT LLC

$96.06M-17.5%

$89.40M-2.4%

$84.04M--

$74.07M-10.3%

$72.62M-5.0%

BALYASNY ASSET MANAGEMENT L.P.

$68.92MNew

Bank of New York Mellon Corp

$67.45M-1.7%

Gotham Asset Management, LLC

$63.59M+97.4%

MARSHALL WACE, LLP

$62.76M+9463.7%

NORTHERN TRUST CORP

$59.97M-0.6%

See all 492 institutional holders →

What's Driving M's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-06-04 — Q1 FY2026 (13 weeks ended May 2, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Net sales$4,682M+1.8% YoY

Sales growth at all three nameplates, with comparable sales up 3.0% excluding 14 non-go-forward store closures.

Credit card revenues, net$172M+11.7% YoY

Strong credit portfolio and prudent management of net credit losses drove $18M increase.

Biggest Revenue Drivers

Total revenue: $4,892M+2.1% YoY

Net sales$4,682M+1.8% YoY

Sales growth at all three nameplates, with comparable sales up 3.0% excluding 14 non-go-forward store closures.

Credit card revenues, net$172M+11.7% YoY

Strong credit portfolio and prudent management of net credit losses drove $18M increase.

Macy's Media Network revenue, net$38M-5.0% YoY

Shift in timing of advertising spend on a year-over-year basis.

Largest Expense Items

Cost of sales$2,860M+2.3% YoY

Gross margin rate declined 30 basis points due to approximately 30 basis point tariff impact.

Selling, general and administrative expenses$1,952M+2.0% YoY

Continued investments in go-forward business including Reimagine 200 locations and Bloomingdale's, partially offset by ongoing cost containment efforts.

Margins: Gross margin rate declined 30 basis points to 38.9% primarily due to tariff impacts; excluding tariffs, gross margin would have been approximately flat YoY. SG&A expense ratio held flat at 39.9% of total revenue as investment spending was offset by cost containment.

Watch Items from the Filing

Tariff headwinds compressed gross margin by approximately 30 basis points in Q1; ongoing tariff exposure could pressure margins if costs are not mitigated or passed to consumers.
Bloomingdale's achieved highest first-quarter sales in 154-year history with 10.2% comparable sales growth; luxury nameplate outperformance driving enterprise growth.
Macy's Media Network revenue declined 5.0% YoY to $38M; timing shift in advertising spend may reflect customer budget constraints.
Company maintains $1,958M available borrowing capacity under $2.1B amended ABL facility extended to April 2030; solid liquidity position with $1,294M cash on hand.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q2 2027

EDGAR

Net Income

Q2 2027

EDGAR

EPS (Diluted)

Q2 2027

EDGAR

Operating Margin

Q2 2027

EDGAR

ROIC

Q2 2027

EDGAR

Free Cash Flow

Q2 2027

EDGAR

Debt/Equity

Q2 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/M

Earnings Per Share

13fpro.ai/company/M

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Macy's, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$22.6B	$642.0M	4.5%
FY 2025	10-K	$23.0B	$582.0M	4.0%
FY 2024	10-K	$23.9B	$45.0M	1.3%
FY 2023	10-K	$25.4B	$1.1B	6.6%
FY 2022	10-K	$25.4B	$1.4B	9.3%
FY 2021	10-K	$17.3B	$-3.9B	-25.8%

About Macy's, Inc. (M): stock profile, AI score and financials

Macy's, Inc. (M) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores M at 58.2/100 on a composite quality score built from its SEC filings, placing it at rank #1,029 of 2,925 stocks — the top half of the AI-ranked universe. M scores in the top quartile across revenue scale (93.2). Areas of concern include revenue growth (20.2), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q2 2027), Macy's, Inc. reports quarterly revenue of $5.1B, net income of $169.0M, an operating margin of 4.8%. Top institutional holders of M by reported 13-F value include BlackRock, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. M trades on the NYSE exchange and files with the SEC under CIK 794367. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate M daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Macy's, Inc. directly from SEC EDGAR.

Financials through the period ended Aug 1, 2026SEC EDGAR: CIK 794367 →

Macy's, Inc. M

Top Institutional Holders

What's Driving M's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

M key financials by period

M insiders

Congress trading in M

About Macy's, Inc. (M): stock profile, AI score and financials

Macy's, Inc. M

Top Institutional Holders

What's Driving M's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

M key financials by period

Companies similar to M

M insiders

Congress trading in M

About Macy's, Inc. (M): stock profile, AI score and financials