M registers $7.64B in Q4 sales and posts positive comps across all nameplates, led by Bloomingdale's strong performance.
Macy's, Inc. (NYSE:M) reported better-than-expected results for the fourth quarter on Wednesday, sending its shares about 5% higher. The retailer posted adjusted earnings per share of $1.67, above the consensus $1.56.
Macy's (NYSE:M) stock is up 5% in Wednesday morning trading, with shares climbing toward $18 after the company posted a stronger-than-expected fourth quarter of FY2025.
Shares of Macy's surged on Wednesday after the department store chain reported stronger-than-expected fourth-quarter results, driven by improving comparable sales and resilient higher-income shoppers, even as its forward outlook reflected macroeconomic caution. The stock rose more than 7% in trading after the company posted adjusted earnings per share of $1.67 for the fiscal fourth quarter, beating analyst expectations of $1.57, according to FactSet.
Although the revenue and EPS for Macy's (M) give a sense of how its business performed in the quarter ended January 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Macy's Inc (NYSE:M) stock is pushing past broad-market weakness today, last seen up 6.6% to trade at $17.79.
Macy's (M) came out with quarterly earnings of $1.67 per share, beating the Zacks Consensus Estimate of $1.53 per share. This compares to earnings of $1.8 per share a year ago.
Here are five key things investors need to know to start the trading day.
Macy's stock surges as for the third straight quarter comparable sales rose from a year ago while analyst were expecting a decline.
Macy's beat Wall Street's fourth-quarter expectations, but gave a cautious outlook for the year ahead. The company said its plan to refresh many of its namesake stores while closing others is showing signs of progress.
Macy's on Wednesday forecast weaker annual revenue and profit due to tight consumer spending, and said it expects the impact from U.S. import tariffs to ease in the second half of the year.
Macy's remains a Buy as it executes a strategic overhaul focused on profitable store closures and small-format expansion. M is undervalued on both real estate and operating metrics, with a P/E of 7.4 and a 22.2% FCF yield supporting a 4.38% dividend. Management targets a return to low single-digit comparable sales growth and mid-single digit EBITDA growth by 2026 despite near-term revenue declines.