Zacks Analyst Blog Features Simon Property, Realty Income, and The Macerich
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 31 2025
0mins
Source: NASDAQ.COM
Retail REITs to Watch: The Zacks Analyst Blog highlights three retail REITs—Simon Property Group, Realty Income Corp, and The Macerich Co.—that are expected to show potential upside during the earnings season, with a focus on companies that may surprise investors positively.
Market Stability: The U.S. retail-property market is showing signs of stabilization, with a steady availability rate and positive net absorption, indicating growth in demand despite previous store closures.
Earnings Expectations: Simon Property Group is projected to report a 3.5% year-over-year revenue increase, Realty Income is expected to see a 6.61% rise, and Macerich anticipates a 16.7% revenue growth, reflecting strong fundamentals in their respective portfolios.
Zacks Methodology: The Zacks methodology combines a strong rank and positive Earnings ESP to identify stocks likely to deliver positive earnings surprises, with historical data suggesting a 70% chance of success for such stocks.
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Analyst Views on MAC
Wall Street analysts forecast MAC stock price to rise
10 Analyst Rating
5 Buy
4 Hold
1 Sell
Moderate Buy
Current: 17.810
Low
18.00
Averages
19.80
High
23.00
Current: 17.810
Low
18.00
Averages
19.80
High
23.00
About MAC
The Macerich Company is a fully integrated, self-managed, self-administered real estate investment trust (REIT). The Company is the sole general partner of, and owns a majority of the ownership interests in, The Macerich Partnership, L.P. (the Operating Partnership). As an owner, operator, and developer of retail real estate in United States markets, the Company’s portfolio is concentrated in California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor. The Company is developing and managing properties that serve as community cornerstones. It owns interests in approximately 38 retail centers. Its properties include Arrowhead Towne Center, Danbury Fair, Desert Sky Mall, Eastland Mall, Fashion District Philadelphia, Fashion Outlets of Chicago, The Village at Corte Madera, Washington Square, Vintage Faire Mall, Broadway Plaza, Superstition Springs Center, Crabtree, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Macerich Schedules Fourth Quarter 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Macerich is set to release its Fourth Quarter 2025 earnings after market close on February 18, 2026, with management hosting a conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) to discuss quarterly results, demonstrating the company's commitment to transparency and investor communication.
- Participation Details: Investors wishing to join the call must register via the provided link to receive a dial-in number and personalized PIN, while a live webcast will also be available on the company's investor relations website, enhancing accessibility to important information.
- Replay Availability: A replay of the conference call will be accessible in the investor section of the company's website following the live event, ensuring that investors who cannot attend in real-time can still access critical insights, reflecting the company's dedication to serving all investors.
- Company Overview: Macerich is a fully integrated, self-managed real estate investment trust (REIT) focused on owning, operating, and developing high-quality retail real estate, currently managing 39 million square feet of properties primarily in densely populated U.S. markets, underscoring its leadership position in the industry.
See More
Triad Investment Management Acquires 206,916 Shares of Macerich for $3.82 Million
- New Investment Position: Triad Investment Management initiated a new stake in Macerich by acquiring 206,916 shares valued at approximately $3.82 million during the latest quarter, indicating confidence in the company's fundamentals despite prevailing market skepticism.
- Asset Allocation Insight: The new position represents 3.87% of Triad's reportable assets under management, highlighting the firm's strategic emphasis on Macerich within its diversified portfolio, potentially setting the stage for future growth.
- Market Performance Review: As of Thursday, Macerich shares were priced at $18.32, down 2.8% over the past year and underperforming the S&P 500 by 19.53 percentage points, reflecting the challenges faced by retail REITs in a high-interest-rate environment.
- Financial Health Overview: Despite reporting a net loss of $87.4 million in the third quarter, an improvement from a loss of $108.2 million a year earlier, Macerich's management remains focused on asset quality and financial discipline, which helps sustain operational performance amid broader market pressures.
See More
Macerich (MAC) Announces 2025 Dividend Tax Treatment with $0.68 Per Share
- Dividend Payment Overview: Macerich paid a total dividend of $0.68 per share in 2025, reflecting the company's ongoing commitment to stable cash flow and shareholder returns despite market challenges.
- Tax Classification Details: The 2025 dividends are classified as taxable ordinary dividends, with each quarter paying $0.17, providing shareholders with clear tax reporting categories that enhance transparency.
- Company Background: As a self-managed real estate investment trust (REIT), Macerich holds a significant position in the U.S. high-quality retail real estate market, owning 39 million square feet of properties primarily concentrated in California and the East Coast, showcasing its strong market positioning.
- Commitment to Governance: Macerich is dedicated to advancing environmental goals and corporate governance, indicating that the company prioritizes not only financial performance but also social responsibility and sustainability, thereby enhancing its brand image and competitive edge.
See More
MACERICH DISCLOSES TAX IMPLICATIONS FOR 2025 DIVIDENDS
- Announcement of Dividend: MACERICH has announced a dividend payment for the year 2025.
- Details of the Dividend: The specifics regarding the amount and payment schedule of the dividend have been outlined in the announcement.
See More
Retail ETF XRT Rises 8% as Holiday Shopping Season Kicks Off
- Holiday Shopping Season Begins: The State Street SPDR S & P Retail ETF (XRT) has risen 8% over the past month, indicating a rebound in consumer spending as the holiday shopping season kicks off, which could drive overall retail sector recovery.
- Abercrombie & Fitch Strong Performance: The company's stock surged 77% in a month, although it remains 25% below its January peak, suggesting initial success in its brand revitalization strategy.
- Victoria's Secret Continues to Rise: The brand's shares increased nearly 50% in a month and hit a new high last week, reflecting its competitive strength and shifts in consumer preferences.
- Bank Stocks Perform Well: Major banks like Bank of America and JPMorgan rose 8.5% and 9.4% respectively over the month, reaching all-time highs, indicating a robust recovery in the financial sector and increased investor confidence.
See More
Macerich Surpasses 200-Day Moving Average - Positive Outlook for MAC
52 Week Range: MAC's stock has a low of $12.48 and a high of $22.27 over the past year, with the last trade recorded at $17.09.
Dividend Stocks: The article mentions a link to find 9 other dividend stocks that have recently surpassed their 200-day moving average.
Author's Views: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Market Analysis: The information provided includes a brief analysis of MAC's stock performance within the context of the broader market.
See More
Macerich Schedules Fourth Quarter 2025 Earnings Release and Conference Call
- Earnings Release Schedule: Macerich is set to release its Fourth Quarter 2025 earnings after market close on February 18, 2026, with management hosting a conference call at 2:00 PM Pacific Time (5:00 PM Eastern Time) to discuss quarterly results, demonstrating the company's commitment to transparency and investor communication.
- Participation Details: Investors wishing to join the call must register via the provided link to receive a dial-in number and personalized PIN, while a live webcast will also be available on the company's investor relations website, enhancing accessibility to important information.
- Replay Availability: A replay of the conference call will be accessible in the investor section of the company's website following the live event, ensuring that investors who cannot attend in real-time can still access critical insights, reflecting the company's dedication to serving all investors.
- Company Overview: Macerich is a fully integrated, self-managed real estate investment trust (REIT) focused on owning, operating, and developing high-quality retail real estate, currently managing 39 million square feet of properties primarily in densely populated U.S. markets, underscoring its leadership position in the industry.
See More
Triad Investment Management Acquires 206,916 Shares of Macerich for $3.82 Million
- New Investment Position: Triad Investment Management initiated a new stake in Macerich by acquiring 206,916 shares valued at approximately $3.82 million during the latest quarter, indicating confidence in the company's fundamentals despite prevailing market skepticism.
- Asset Allocation Insight: The new position represents 3.87% of Triad's reportable assets under management, highlighting the firm's strategic emphasis on Macerich within its diversified portfolio, potentially setting the stage for future growth.
- Market Performance Review: As of Thursday, Macerich shares were priced at $18.32, down 2.8% over the past year and underperforming the S&P 500 by 19.53 percentage points, reflecting the challenges faced by retail REITs in a high-interest-rate environment.
- Financial Health Overview: Despite reporting a net loss of $87.4 million in the third quarter, an improvement from a loss of $108.2 million a year earlier, Macerich's management remains focused on asset quality and financial discipline, which helps sustain operational performance amid broader market pressures.
See More
Macerich (MAC) Announces 2025 Dividend Tax Treatment with $0.68 Per Share
- Dividend Payment Overview: Macerich paid a total dividend of $0.68 per share in 2025, reflecting the company's ongoing commitment to stable cash flow and shareholder returns despite market challenges.
- Tax Classification Details: The 2025 dividends are classified as taxable ordinary dividends, with each quarter paying $0.17, providing shareholders with clear tax reporting categories that enhance transparency.
- Company Background: As a self-managed real estate investment trust (REIT), Macerich holds a significant position in the U.S. high-quality retail real estate market, owning 39 million square feet of properties primarily concentrated in California and the East Coast, showcasing its strong market positioning.
- Commitment to Governance: Macerich is dedicated to advancing environmental goals and corporate governance, indicating that the company prioritizes not only financial performance but also social responsibility and sustainability, thereby enhancing its brand image and competitive edge.
See More
MACERICH DISCLOSES TAX IMPLICATIONS FOR 2025 DIVIDENDS
- Announcement of Dividend: MACERICH has announced a dividend payment for the year 2025.
- Details of the Dividend: The specifics regarding the amount and payment schedule of the dividend have been outlined in the announcement.
See More
Retail ETF XRT Rises 8% as Holiday Shopping Season Kicks Off
- Holiday Shopping Season Begins: The State Street SPDR S & P Retail ETF (XRT) has risen 8% over the past month, indicating a rebound in consumer spending as the holiday shopping season kicks off, which could drive overall retail sector recovery.
- Abercrombie & Fitch Strong Performance: The company's stock surged 77% in a month, although it remains 25% below its January peak, suggesting initial success in its brand revitalization strategy.
- Victoria's Secret Continues to Rise: The brand's shares increased nearly 50% in a month and hit a new high last week, reflecting its competitive strength and shifts in consumer preferences.
- Bank Stocks Perform Well: Major banks like Bank of America and JPMorgan rose 8.5% and 9.4% respectively over the month, reaching all-time highs, indicating a robust recovery in the financial sector and increased investor confidence.
See More
Macerich Surpasses 200-Day Moving Average - Positive Outlook for MAC
52 Week Range: MAC's stock has a low of $12.48 and a high of $22.27 over the past year, with the last trade recorded at $17.09.
Dividend Stocks: The article mentions a link to find 9 other dividend stocks that have recently surpassed their 200-day moving average.
Author's Views: The opinions expressed in the article are solely those of the author and do not necessarily represent Nasdaq, Inc.
Market Analysis: The information provided includes a brief analysis of MAC's stock performance within the context of the broader market.
See More
