Compass Point Downgrades The Macerich Company to Hold
Compass Point has downgraded The Macerich Company to a hold rating with a price target of $26, a 1.01% upside from the current price.
Key Points
- Compass Point downgraded The Macerich Company to a hold rating with a $26 price target on June 26, 2026.
- Compass Point's $26 price target implies 1.01% upside from The Macerich Company's ($MAC) current $25.74 share price.
- The Macerich Company, trading under NYSE:MAC, has a market cap of about $7.58 billion and a 52-week high of $25.8.
- Insiders at The Macerich Company have been buying shares, with several transactions on June 1, 2026.
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Shares of The Macerich Company (NYSE:MAC) were affected after Compass Point downgraded the real estate investment trust to a hold rating on June 26, 2026. The analyst, Floris Van Dijkum, set a price target of $26, slightly above the stock's trading price of $25.48 on Friday.
Compass Point vs. the S&P 500
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The Macerich Company Stock Up 8.4%
On Friday, shares of The Macerich Company traded near $25.48. The company, a major player in the retail real estate sector, has a market cap of approximately $7.58 billion. Despite its high beta of 2.086, indicating volatility, the stock has remained within a 52-week range of $15.88 to $25.8. The company's forward P/E ratio is 318.5, reflecting investor expectations of growth, although recent earnings have shown a net margin of -17.9% and a return on equity of -7.1%.
$MAC price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
The Macerich Company's recent financial results reflect challenges, with revenue of about $1.02 billion and a revenue decline of 6.7%. The company reported a net margin of -17.9% and a return on equity of -7.1%. The next earnings report is expected on May 6, 2026.
Dividend
The company offers an annual dividend rate of $0.68, yielding 2.67%. The payout ratio stands at a high 188.89%, which could indicate potential sustainability issues if earnings do not improve.
Insider Buying and Selling at The Macerich Company
Several insiders at The Macerich Company made stock purchases on June 1, 2026. Among them, Steve Hash bought 9,520 shares, while Devin Ignatius Murphy, Diana Laing, Daniel Hirsch, Enrique Jr. Hernandez, and Marianne Lowenthal each acquired 6,720 shares. These transactions were not part of a pre-planned trading program.
Analysts Set New Price Targets
On June 26, 2026, Compass Point downgraded The Macerich Company to a hold rating with a $26 price target. Earlier, on June 24, Truist Securities maintained a buy rating with the same price target, and Citigroup upgraded the stock to buy with a $28 target. The consensus among 16 analysts is a buy recommendation, with a mean target price of $25.06.
About The Macerich Company
The Macerich Company is a leading real estate investment trust specializing in retail properties. Based in Santa Monica, California, the company owns and manages high-quality retail centers across the U.S., focusing on densely populated regions like California and the Pacific Northwest. Founded in 1964, Macerich is known for developing and managing properties that serve as community hubs.
Bottom Line
The downgrade from Compass Point to a hold rating reflects a more cautious outlook on The Macerich Company's stock. Investors often track such analyst ratings as they can influence market perceptions. It's important to remember that these ratings are based on past data and may not reflect current market conditions.
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