Macerich (MAC) reported earnings 30 days ago. What's next for the stock?
The Macerich Company (MAC) Presents at Citi's Miami Global Property CEO Conference 2026 Transcript
MAC tops Q4 FFO estimates on solid leasing and rising re-leasing spreads. Revenues dip, and occupancy edges lower year over year.
The Macerich Company (MAC) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Macerich (MAC) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Macerich (MAC) came out with quarterly funds from operations (FFO) of $0.48 per share, beating the Zacks Consensus Estimate of $0.43 per share. This compares to FFO of $0.47 per share a year ago.
Looking beyond Wall Street's top-and-bottom-line estimate forecasts for Macerich (MAC), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended December 2025.
MAC shares are up 16.2% in six months, driven by premium malls, omnichannel retailing and an aggressive capital-recycling strategy.
MAC posts a slight FFO miss in Q3 as higher interest costs ail, but strong leasing and rent growth highlight portfolio resilience.
The Macerich Company ( MAC ) Q3 2025 Earnings Call November 4, 2025 5:00 PM EST Company Participants Alexandra Johnstone Jackson Hsieh - President, CEO & Director Doug Healey - Senior EVP & Head of Leasing Daniel Swanstrom - CFO, Treasurer & Senior EVP Brad Miller - Senior Vice President of Asset Management Conference Call Participants Vince Tibone - Green Street Advisors, LLC, Research Division Samir Khanal - BofA Securities, Research Division Michael Griffin - Evercore ISI Institutional Equities, Research Division Linda Yu Tsai - Jefferies LLC, Research Division Floris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., Research Division Ronald Kamdem - Morgan Stanley, Research Division Omotayo Okusanya - Deutsche Bank AG, Research Division Haendel St. Juste - Mizuho Securities USA LLC, Research Division Greg McGinniss - Scotiabank Global Banking and Markets, Research Division Todd Thomas - KeyBanc Capital Markets Inc., Research Division Alexander Goldfarb - Piper Sandler & Co., Research Division Craig Mailman - Citigroup Inc., Research Division Michael Mueller - JPMorgan Chase & Co, Research Division Caitlin Burrows - Goldman Sachs Group, Inc., Research Division Presentation Operator " Alexandra Johnstone " Jackson Hsieh President, CEO & Director " Doug Healey Senior EVP & Head of Leasing " Daniel Swanstrom CFO, Treasurer & Senior EVP " Brad Miller Senior Vice President of Asset Management " Vince Tibone Green Street Advisors, LLC, Research Division " Green Street Advisors, LLC, Research Division Samir Khanal BofA Securities, Research Division " BofA Securities, Research Division Michael Griffin Evercore ISI Institutional Equities, Research Division " Evercore ISI Institutional Equities, Research Division Linda Yu Tsai Jefferies LLC, Research Division " Jefferies LLC, Research Division Floris Gerbrand Van Dijkum Ladenburg Thalmann & Co. Inc., Research Division " Ladenburg Thalmann & Co. Inc., Research Division Ronald Kamdem Morgan Stanley, Research Division " Morgan Stanley, Research Division Omotayo Okusanya Deutsche Bank AG, Research Division " Deutsche Bank AG, Research Division Haendel
Although the revenue and EPS for Macerich (MAC) give a sense of how its business performed in the quarter ended September 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Macerich (MAC) came out with quarterly funds from operations (FFO) of $0.35 per share, missing the Zacks Consensus Estimate of $0.36 per share. This compares to FFO of $0.38 per share a year ago.