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, a 32-signal 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 63.6/100, ranked #606 of 2,961 stocks based on 32 fundamental signals including 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)— Stock Profile, AI Score & Financials

Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated 2026-08-01.

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 63.6/100 on a 32-signal composite quality model, placing it at rank #606 of 2,961 stocks — the top 25% of the AI-ranked universe. M scores in the top quartile across revenue scale (93.4). Based on the latest XBRL financial filings (Q2 2026), 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.

AI Quality Score

63.6/100

AI Rank

#606

Revenue

$5.1B

Net Income

$169.0M

Free Cash Flow

$229.0M

Operating Margin

4.8%

M key financials by period

Macy's, Inc. reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Operating 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%

Institutions holding M

Institutional investors reporting a position in Macy's, Inc. on SEC Form 13F.
Institution	Shares	Value	Reported
BlackRock	28,261,769	$665.6M	2026-06-30
DIMENSIONAL FUND ADVISORS	16,800,787	$395.7M	2026-06-30
VANGUARD PORTFOLIO MANAGEMENT	12,863,362	$302.9M	2026-06-30
AMERICAN CENTURY COMPANIES	11,030,537	$259.8M	2026-06-30
VANGUARD CAPITAL MANAGEMENT	11,020,211	$259.5M	2026-06-30
CHARLES SCHWAB INVESTMENT MANAGEMENT	9,800,523	$230.8M	2026-06-30
STATE STREET	9,165,661	$217.6M	2026-06-30
RWC Asset Management LLP	8,942,844	$210.6M	2026-06-30
GOLDMAN SACHS GROUP	8,811,315	$207.5M	2026-06-30
LSV ASSET MANAGEMENT	8,303,495	$195.5M	2026-06-30

SEC EDGAR: CIK 794367 →

Macy's, Inc.

NYSEMid CapConsumer Discretionary

13F Pro Quality Score

63.6/100

Rank #606 of 2,961 stocksTOP 25%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

45.4/100

Profitability

47.6/100

Balance Sheet

69.1/100

Earnings Quality

72.4/100

Free Cash Flow

45.8/100

Institutional Flow

66.0/100

Revenue Scale

93.4/100

Dilution Risk

83.6/100

Price Chart

Email me the moment this company reports earnings

AI Research Report

Two-page plain-English analysis: business, thesis, and three scenarios for the next two years. Refreshed every quarter.

Upgrade to Pro

Pro: 5 reports/month · Pro+: unlimitedOpinion, not investment advice. Do your own research.

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 →