M Macy's (M) Insider Trading, Ownership & Congress Trades
Wholesale & Retail · Retail-department stores · CIK 0000794367
Congress · 1
Insider buyers, 180 days
0
Funds added, last quarter
235
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · no price filed
What the filings say about M
Insiders, 180 days
-$666.9K net sold
2 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 0 sold
Latest: purchase, 2026-04-21
Macy's insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Macy's, Inc. insiders sold a net $666.9K of stock across 115 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 30 earlier Form 4 trades (code P or S) here by this insider (30 sales), the last on Apr 6, 2026.
- The trade is 39.7% of the 25,373 shares held after it.
- 1 other insider sold within 30 days.
- 235 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP and Controller Griscom Paul sold about $258.3K of M on Jun 25, 2026; 1 other insider sold within 30 days and 235 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 82.1% of the 20,000 shares held after it.
- 1 other insider sold within 30 days.
- 235 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, COO & CFO Edwards Thomas Jr. sold about $408.7K of M on Jun 24, 2026; 1 other insider sold within 30 days and 235 funds added in the latest 13F quarter.Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Mar 30, 2026.
- The trade is 33.5% of the 21,590 shares held after it.
- 4 other insiders sold within 30 days.
- 235 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO, Bloomingdale's Bron Olivier sold about $129.5K of M on Apr 6, 2026; 4 other insiders sold within 30 days and 235 funds added in the latest 13F quarter.Context
- 29 earlier Form 4 trades (code P or S) here by this insider (29 sales), the last on Apr 1, 2026.
- The trade is 2.1% of the 35,450 shares held after it.
- 4 other insiders sold within 30 days.
- 235 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: SVP and Controller Griscom Paul sold about $13.4K of M on Apr 6, 2026; 4 other insiders sold within 30 days and 235 funds added in the latest 13F quarter.Context
- 24 earlier Form 4 trades (code P or S) here by this insider (24 sales), the last on Apr 1, 2026.
- The trade is 9.3% of the 108,008 shares held after it.
- 4 other insiders sold within 30 days.
- 235 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: EVP, Chief HR Officer Kirgan Danielle L. sold about $179.4K of M on Apr 6, 2026; 4 other insiders sold within 30 days and 235 funds added in the latest 13F quarter.115 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$666.9K over 180 days
more than 52% of Wholesale & Retail
Congress
1 member bought in the last year
the lowest in Wholesale & Retail
Funds
235 funds bought in last quarter
more than 76% of Wholesale & Retail
Revenue
-2.4% year over year
below 69% of Wholesale & Retail
Margin
2.9% net margin
more than 63% of Wholesale & Retail
Buybacks
$104.0M repurchased, FY to 2026-08-01
more than 62% of Wholesale & Retail
Short interest
13.1% of the float short (float per yahoo 2026-10-26) · 5.5 days to cover · settled 2026-09-30
more than 92% of Wholesale & Retail
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch M
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+33.3%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns M: institutional holders (13F)
13F holdings, latest reported quarter
28,261,769 sh
$665.6M
16,800,787 sh
$395.7M
12,863,362 sh
$302.9M
11,030,537 sh
$259.8M
11,020,211 sh
$259.5M
Congress trades in M
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Bought 2026-04-21 · disclosed 7 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
M planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Griscom Paul
Filed 2026-06-25
$255.4K
Edwards Thomas Jr.
Filed 2026-06-24
$872.2K
M mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Royce Small-Cap Special Equity Fund
$21.7M position · as of 2026-06-30
4.5%
Hennessy Cornerstone Mid Cap 30 Fund
$52.7M position · as of 2026-07-31
4.2%
Adaptiv Select ETF
$5.9M position · as of 2026-07-31
3.3%
Invesco S&P Ultra Dividend Revenue ETF
$34.7M position · as of 2026-05-31
3.2%
Invesco S&P MidCap Value with Momentum ETF
$12.3M position · as of 2026-07-31
2.4%
Alpha Architect U.S. Quantitative Value ETF
$9.8M position · as of 2026-06-30
1.9%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$14.1M
$20.5M
$4.9M
+57%
+121%
2024
$16.5M
$12.1M
$3.6M
+16%
+103%
2023
$11.6M
$5.3M
$4.0M
+34%
+76%
2022
$11.1M
$6.6M
$2.9M
+59%
+68%
2021
$12.3M
$34.5M
$3.5M
+70%
+89%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
The complete filing record, in one place.
The record shows a net $666.9K sold by insiders over 180 days, 235 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade. Each figure is a federal filing, dated the day it went public.
M financials
Revenue growth
-2.4%
XBRL, annual
Net margin
2.9%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$22.8B
four quarters, 2025-08-03 to 2026-08-01
Revenue, TTM M
| FY Jan 2026 | $22.6B |
| FY Feb 2025 | $23.0B |
| FY Feb 2024 | $23.9B |
| FY Jan 2023 | $25.4B |
| FY Jan 2022 | $25.4B |
| Aug 2026 | $5.1B |
| May 2026 | $4.9B |
| Jan 2026 | $7.9B |
| Nov 2025 | $4.9B |
| Aug 2025 | $5.0B |
| May 2025 | $4.8B |
| Feb 2025 | $8.0B |
| Nov 2024 | $4.9B |
At each fiscal year end
Single quarter
Net margin, TTM
+3.3%
net income over revenue, 2025-08-03 to 2026-08-01
Net margin, TTM M
| FY Jan 2026 | +2.8% |
| FY Feb 2025 | +2.5% |
| FY Feb 2024 | +0.2% |
| FY Jan 2023 | +4.5% |
| FY Jan 2022 | +5.6% |
| Aug 2026 | +3.3% |
| May 2026 | +1.3% |
| Jan 2026 | +6.4% |
| Nov 2025 | +0.2% |
| Aug 2025 | +1.7% |
| May 2025 | +0.8% |
| Feb 2025 | +4.3% |
| Nov 2024 | +0.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.4B
operating cash flow minus capex, 2025-08-03 to 2026-08-01
Free cash flow, TTM M
| FY Jan 2026 | $1.1B |
| FY Feb 2025 | $760.0M |
| FY Feb 2024 | $674.0M |
| FY Jan 2023 | $727.0M |
| FY Jan 2022 | $2.4B |
| Aug 2026 | $229.0M |
| May 2026 | $204.0M |
| Jan 2026 | $1.1B |
| Nov 2025 | -$101.0M |
| Aug 2025 | $240.0M |
| May 2025 | -$164.0M |
| Feb 2025 | $1.2B |
| Nov 2024 | -$295.0M |
At each fiscal year end
Single quarter
Debt to equity
0.49x
long-term 2026-08-01 plus current 2026-08-01; equity 2026-08-01
Debt to equity M
| FY Jan 2026 | 0.50x |
| FY Feb 2025 | 0.61x |
| FY Feb 2024 | 0.74x |
| FY Jan 2023 | 0.74x |
| FY Jan 2022 | 0.91x |
| Aug 2026 | 0.49x |
| May 2026 | 0.50x |
| Jan 2026 | 0.50x |
| Nov 2025 | 0.56x |
| Aug 2025 | 0.63x |
| May 2025 | 0.63x |
| Feb 2025 | 0.61x |
| Nov 2024 | 0.69x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.72x
TTM operating cash flow over long-term 2026-08-01 plus current 2026-08-01
Cash flow to debt M
| FY Jan 2026 | 0.59x |
| FY Feb 2025 | 0.46x |
| FY Feb 2024 | 0.44x |
| FY Jan 2023 | 0.54x |
| FY Jan 2022 | 0.82x |
| Aug 2026 | 0.72x |
| May 2026 | 0.73x |
| Jan 2026 | 0.59x |
| Nov 2025 | 0.64x |
| Aug 2025 | 0.50x |
| May 2025 | 0.39x |
| Feb 2025 | 0.46x |
| Nov 2024 | 0.39x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+16.0%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on equity M
| FY Jan 2026 | +13.7% |
| FY Feb 2025 | +13.6% |
| FY Feb 2024 | +1.1% |
| FY Jan 2023 | +29.9% |
| FY Jan 2022 | +46.0% |
| Aug 2026 | +16.0% |
| May 2026 | +14.4% |
| Jan 2026 | +13.7% |
| Nov 2025 | +11.3% |
| Aug 2025 | +11.4% |
| May 2025 | +13.1% |
| Feb 2025 | +13.6% |
| Nov 2024 | +2.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+4.8%
TTM net income over average of 2025-08-02 and 2026-08-01
Return on assets M
| FY Jan 2026 | +3.9% |
| FY Feb 2025 | +3.6% |
| FY Feb 2024 | +0.3% |
| FY Jan 2023 | +6.7% |
| FY Jan 2022 | +8.0% |
| Aug 2026 | +4.8% |
| May 2026 | +4.1% |
| Jan 2026 | +3.9% |
| Nov 2025 | +2.8% |
| Aug 2025 | +3.2% |
| May 2025 | +3.4% |
| Feb 2025 | +3.6% |
| Nov 2024 | +0.6% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
+14.3%
operating income after a 24.0% effective tax rate, over long-term 2026-08-01 plus current 2026-08-01 plus average of 2025-08-02 and 2026-08-01 minus cash
Return on invested capital M
| FY Jan 2026 | +13.3% |
| FY Feb 2025 | n/a |
| FY Feb 2024 | n/a |
| FY Jan 2023 | +23.7% |
| FY Jan 2022 | +38.2% |
| Aug 2026 | +14.3% |
| May 2026 | +13.4% |
| Jan 2026 | +13.3% |
| Nov 2025 | n/a |
| Aug 2025 | n/a |
| May 2025 | n/a |
| Feb 2025 | n/a |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
+9.9%
operating income (EBIT proxy) over average of 2025-08-02 and 2026-08-01 minus current liabilities
Return on capital employed M
| FY Jan 2026 | +8.7% |
| FY Feb 2025 | +7.7% |
| FY Feb 2024 | +2.5% |
| FY Jan 2023 | +14.0% |
| FY Jan 2022 | +19.0% |
| Aug 2026 | +9.9% |
| May 2026 | +9.0% |
| Jan 2026 | +8.7% |
| Nov 2025 | +6.9% |
| Aug 2025 | +6.9% |
| May 2025 | +7.5% |
| Feb 2025 | +7.7% |
| Nov 2024 | +2.2% |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
8.83x
close 2026-10-23 over four quarters of diluted EPS, 2025-08-03 to 2026-08-01
P/E, trailing M
| FY Jan 2026 | 8.63x |
| FY Feb 2025 | 7.53x |
| FY Feb 2024 | 109.59x |
| FY Jan 2023 | 5.67x |
| FY Jan 2022 | 5.64x |
| Aug 2026 | 9.09x |
| May 2026 | 8.14x |
| Jan 2026 | 8.63x |
| Nov 2025 | 11.46x |
| Aug 2025 | 7.02x |
| May 2025 | 6.04x |
| Feb 2025 | 7.53x |
| Nov 2024 | 39.15x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$7.4B
market value at close 2026-10-23 on 2026-08-29 shares, plus long-term 2026-08-01 plus current 2026-08-01, minus cash 2026-08-01
Enterprise value M
| FY Jan 2026 | $6.5B |
| FY Feb 2025 | $5.8B |
| FY Feb 2024 | $7.1B |
| FY Jan 2023 | $8.4B |
| FY Jan 2022 | $9.2B |
| Aug 2026 | $7.7B |
| May 2026 | $6.3B |
| Jan 2026 | $6.5B |
| Nov 2025 | $7.2B |
| Aug 2025 | $5.3B |
| May 2025 | $5.2B |
| Feb 2025 | $5.8B |
| Nov 2024 | $6.8B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+22.5%
TTM free cash flow over market value at close 2026-10-23
FCF yield M
| FY Jan 2026 | +19.9% |
| FY Feb 2025 | +17.6% |
| FY Feb 2024 | +13.2% |
| FY Jan 2023 | +11.6% |
| FY Jan 2022 | +31.0% |
| Aug 2026 | +21.7% |
| May 2026 | +27.4% |
| Jan 2026 | +19.9% |
| Nov 2025 | +22.2% |
| Aug 2025 | +28.9% |
| May 2025 | +18.7% |
| Feb 2025 | +17.6% |
| Nov 2024 | +13.5% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.16x
P/E over trailing EPS growth of 55%: four quarters to 2026-08-01 against the four to 2025-08-02
PEG, trailing M
| FY Jan 2026 | 0.71x |
| FY Feb 2025 | 0.01x |
| FY Feb 2024 | n/a |
| FY Jan 2023 | n/a |
| FY Jan 2022 | n/a |
| Aug 2026 | 0.16x |
| May 2026 | 0.37x |
| Jan 2026 | 0.71x |
| Nov 2025 | 0.03x |
| Aug 2025 | 0.02x |
| May 2025 | n/a |
| Feb 2025 | 0.01x |
| Nov 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2026-01 | 2025-02 | 2024-02 | 2023-01 | |
|---|---|---|---|---|
| Revenue | $22.6B | $23.0B | $23.9B | $25.4B |
| Operating income | $1.0B | $909.0M | $301.0M | $1.7B |
| Net income | $642.0M | $582.0M | $45.0M | $1.1B |
| EPS (diluted) | 2.32 | 2.07 | 0.16 | 4.08 |
| Operating cash flow | $1.4B | $1.3B | $1.3B | $1.6B |
| Cash | $1.2B | $1.3B | $1.0B | $862.0M |
| Long-term debt | $2.4B | $2.8B | $3.0B | $3.0B |
| Buybacks | $250.0M | $1.0M | $38.0M | $601.0M |
| Dividends paid | $197.0M | $192.0M | $181.0M | $173.0M |
SEC XBRL, fiscal years, as known on 2026-10-27
M Stock Sonar score 6/7 axes
Find similar shapesCompareM ranks highest on institutional and government (78th percentile) and profitability (59th), and lowest on insider conviction (26th), among Wholesale & Retail peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
M filings, in plain words
Are Macy's insiders buying or selling M?
In the 180 days to 2026-10-27, Macy's insiders were net sellers, a net $666.9K across purchases and sales reported on Form 4, by 2 sellers.
Have members of Congress traded M?
Yes. In the year to 2026-10-27, 1 House member disclosed buying M and 0 House members disclosed selling it; the latest on record is a purchase by Debbie Dingell dated 2026-04-21.
Read the full summary
In the 180 days to 2026-10-27, Macy's insiders were net sellers of M, a net $666.9K across purchases and sales reported on Form 4 by 2 sellers. In the year to 2026-10-27, 1 member of Congress disclosed buying M and 0 members disclosed selling it; the latest on record is a purchase by Debbie Dingell dated 2026-04-21. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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