M at a glance
Macy's Inc (M, SEC CIK 794367) filed its latest 10-K annual report on March 27, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Macy's Inc (M) reported revenue of $21.8 billion (down 2.4% from FY2025) and net income of $642.0 million. Diluted EPS was $2.32.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding Macy's Inc (M) shares worth $2.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Griscom Paul on June 25, 2026 of 10,077 shares at $25.63 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $21.8B
- −2.4% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 36 funds
- $2.9B · −1 vs prior quarter
- Latest 10-Q
- Sep 10, 2026
- Quarterly report
SignalX for M
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| MARKEE RICHARD L | A | Sep 30, 2026 | 1,235 | $23.28 |
| MARKEE RICHARD L | A | Jun 30, 2026 | 1,322 | $20.81 |
| Griscom Paul | Sell | Jun 25, 2026 | 10,077 | $25.63 |
| Edwards Thomas Jr. | Sell | Jun 24, 2026 | 16,419 | $24.89 |
| Edwards Thomas Jr. | M | Jun 23, 2026 | 36,419 | - |
| Edwards Thomas Jr. | M | Jun 23, 2026 | 36,419 | - |
| Arel Emilie | A | Jun 5, 2026 | 8,348 | - |
| Boone Torrence | A | Jun 5, 2026 | 8,348 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $22.3B | $21.8B |
| Operating Income | - | $909.0M | $1.0B |
| Net Income | $105.0M | $582.0M | $642.0M |
| Op. Margin | - | 4.1% | 4.7% |
| Net Margin | - | 2.6% | 2.9% |
| Balance Sheet | |||
| Total Assets | - | $16.4B | $16.2B |
| Equity | $4.1B | $4.6B | $4.9B |
| ROE | 2.5% | 12.8% | 13.2% |
| Per Share | |||
| EPS | $0.38 | $2.07 | $2.32 |
| Cash Flow | |||
| Operating CF | - | $1.3B | $1.4B |
| CapEx | $631.0M | $518.0M | $373.0M |
Source: XBRL data in Macy's Inc (M)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate M share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $2.90B |
| Q1 2026 | 37 | $2.21B |
| Q4 2025 | 33 | $2.63B |
| Q3 2025 | 32 | $2.29B |
| Q2 2025 | 32 | $1.52B |
| Q1 2025 | 29 | $1.24B |
| Q4 2024 | 25 | $1.48B |
| Q3 2024 | 21 | $710.0M |
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- Dimensional Fund Advisors+325.1K (+2%)
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- JPMorgan Chase & Co+143.5K (+16%)
- Prudential Financial−1.33M (-42%)
- AQR Capital Management−868.1K (-17%)
- Vanguard Portfolio Management LLC−772.5K (-6%)
- Two Sigma Investments−503.9K (-82%)
- Morgan Stanley−362.5K (-10%)
- Allstate−37.8K
- Mangrove Partners−12.4K
Source: 13F-HR filings on SEC EDGAR (aggregated from 245 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
M filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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M SEC filings: frequently asked questions
Which institutions hold M stock?
As of June 30, 2026, the largest Macy's Inc (M) holders among the 13F filers tracked by SignalX were BlackRock ($665.6 million), Dimensional Fund Advisors ($395.7 million), Vanguard Portfolio Management LLC ($302.9 million), Vanguard Capital Management LLC ($259.5 million), State Street Corp ($217.6 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was M's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Macy's Inc (M) reported revenue of $21.8 billion (down 2.4% from FY2025) and net income of $642.0 million. Diluted EPS was $2.32. The figures come from the XBRL data in the 10-K.
What are the latest M SEC filings?
Macy's Inc (M) filed its latest 10-K annual report on March 27, 2026, a 10-Q quarterly report on September 10, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on October 1, 2026.
What is M's SEC CIK number?
Macy's Inc (M)'s SEC Central Index Key (CIK) is 794367. EDGAR lists every M filing under that number.
Ask anything about M
The research agent reads M's filings, financials, insider trades and 13F holders, then answers with sources.