The Macerich Company (MAC)
Macerich: Growth Story Hobbled By Debt
Macerich is undergoing a major transformation, focusing on high-performing Class A malls and targeting Gen Z consumers for future growth. Despite impressive portfolio streamlining and leasing momentum, MAC remains constrained by high debt levels, elevated interest rates, and a below-average dividend yield. FFO per share is forecast to grow 11.3% in 2026 and 11.9% in 2027, with acquisitions and dispositions expected to balance out in 2026.
MAC Trends to Watch as Redevelopment and Demand Reshape Growth
Macerich benefits from demand for Class A mall space as redevelopments, anchor reuse and selective acquisitions aim to lift growth despite digital and tenant pressures.
MAC Stock Faces Key Test as Leasing Pipeline Drives Future NOI Growth
Macerich's leasing pipeline to add roughly $116M in gross revenues and lift NOI through 2028, but leverage and tenant churn remain key hurdles.
Is Macerich Stock Worth Buying Near Fair Value With Risks Ahead Now?
MAC surges 58.4% in a year as leasing and occupancy improve, but fair valuation, high leverage and limited upside complicate the buying case.
Macerich Provides Update on Path Forward Strategy & 2028 Outlook
MAC lifts its 2028 FFO per share and provides portfolio NOI targets as leasing gains, redevelopment projects and acquisitions support its Path Forward plan.
3 REITs To Buy Before Their Dividends Are Hiked
3 REITs To Buy Before Their Dividends Are Hiked
Macerich Q1 Earnings Call Highlights
Macerich NYSE: MAC said its first-quarter 2026 results reflected continued progress on its multiyear “Path Forward Plan,” with management pointing to leasing momentum, a growing signed-not-open tenant pipeline and recent acquisition activity as key drivers of its strategy.
Macerich Q1 FFOA & Revenues Beat Estimates on Improved Leasing Progress
MAC tops Q1 FFOA estimates as leasing activity rises and occupancy improves across its Go-Forward Portfolio Centers.
The Macerich Company (MAC) Q1 2026 Earnings Call Transcript
The Macerich Company (MAC) Q1 2026 Earnings Call Transcript
Macerich (MAC) Q1 FFO and Revenues Beat Estimates
Macerich (MAC) came out with quarterly funds from operations (FFO) of $0.34 per share, beating the Zacks Consensus Estimate of $0.31 per share. This compares to FFO of $0.33 per share a year ago.
Macerich (MAC) Reports Q1 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Macerich (MAC) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Macerich Stock Rises 16.4% in 6 Months: Will the Trend Last?
Shares of Macerich MAC have gained 16.4% over the past six months, outperforming the industry's 12% growth. This retail real estate investment trust (REIT) owns a portfolio of high-quality shopping centers in densely populated U.S. markets, supported by stable occupancy at the end of 2025 and positive leasing spreads.
