Exploring Macy's, Inc. (M) Investor Profile: Who’s Buying and Why?

Have you ever wondered who the major players are behind Macy's, Inc. (M), and what drives their investment decisions? With institutional investors holding a significant 81.74% of the company's shares, understanding their strategies and motivations can provide valuable insights. As of December 31, 2024, the largest shareholders include Vanguard Group Inc. with 32,507,889 shares, and BlackRock, Inc. with 26,343,618 shares. But why are these firms investing in Macy's, especially when the share price experienced a 39.94% decline between April 19, 2024, and April 17, 2025, dropping from $18.53 to $11.13 per share? Let's delve into the investor profile of Macy's to uncover the factors influencing their investment strategies and the potential impact on the company's future.

Macy's, Inc. (M) Who Invests in [Company Name] and Why?

Understanding the investor profile of Macy's, Inc. (M) provides valuable insights into the market's perception of the company and its future prospects. The ownership structure comprises a mix of institutional, retail, and insider investments.

As of April 2025, a significant portion of Macy's, Inc. shares are held by institutional investors. These institutions hold a total of 267,958,504 shares. Institutional investors include:

• Mutual Funds
• Hedge Funds
• Insurance Companies
• Pension Funds

Major institutional shareholders include:

• Vanguard Group Inc
• BlackRock, Inc.
• Dimensional Fund Advisors LP
• State Street Corp
• iShares Core S&P Mid-Cap ETF
• Vanguard Total Stock Market Index Fund Investor Shares
• Cooper Creek Partners Management LLC
• FMR LLC
• Newport Trust Co
• American Century Companies Inc

Institutional ownership indicates confidence from sophisticated investors, who often conduct thorough research before investing. An ownership of approximately 66.68% of the company's stock is owned by Institutional Investors.

Exchange Traded Funds (ETFs) also hold a notable percentage of Macy's, Inc.'s stock. ETFs are investment funds traded on stock exchanges, similar to stocks. They typically track a specific index, sector, or investment strategy, providing diversification to investors. ETFs account for approximately 27.22% of Macy's Inc. ownership.

A smaller portion of Macy's, Inc. is owned by company insiders, which includes executives and board members. Insider ownership is 0.38%. Insider transactions can offer signals about the company's prospects, though they should be viewed in the context of an individual's overall financial strategy.

Public companies and individual investors account for approximately 49.42% ownership in Macy's, Inc.

Several factors attract investors to Macy's, Inc., including:

• Dividend Yield: Macy's has historically offered an attractive dividend yield, appealing to income-seeking investors.
• Value Investing: Some investors may see Macy's as undervalued, believing the market price does not reflect its intrinsic worth.
• Strategic Initiatives: The company's 'A Bold New Chapter' strategy, which includes store improvements, omnichannel experiences, and luxury segment expansion, may attract investors who believe in the company's turnaround potential.

Macy's, Inc. is implementing 'A Bold New Chapter' strategy, designed to revitalize its core business and unlock shareholder value. Key initiatives include:

• Improving store environments and omnichannel customer experience.
• Accelerating luxury growth through Bloomingdale's and Bluemercury expansions.
• Simplifying and modernizing end-to-end operations.

Macy's plans to close approximately 150 underperforming stores by 2026, while prioritizing investments in approximately 350 go-forward locations. The company also intends to monetize $600-$750 million in assets through 2026.

Different investors adopt various strategies when investing in Macy's, Inc., including:

• Long-Term Holding: Some investors adopt a long-term perspective, holding shares for an extended period, anticipating future growth and returns.
• Value Investing: Value investors seek undervalued companies, believing the market price will eventually reflect their intrinsic value.
• Short-Term Trading: Short-term traders aim to profit from short-term price fluctuations, often using technical analysis and market trends to make decisions.

For additional details on Macy's Inc., you can explore its history, mission, ownership and how it operates: Macy's, Inc. (M): History, Ownership, Mission, How It Works & Makes Money

Overall, the investor profile of Macy's, Inc. reflects a mix of institutional and retail ownership, with investment motivations driven by dividend yield, value investing, and strategic initiatives. The company's 'A Bold New Chapter' strategy and focus on customer experience are expected to influence its future performance.

Macy's, Inc. (M) Institutional Ownership and Major Shareholders of Macy's, Inc. (M)

Institutional ownership in Macy's, Inc. (M) reflects the degree of confidence that large financial organizations have in the company's financial health and growth prospects. These entities, which include mutual funds, pension funds, hedge funds, and insurance companies, manage substantial assets and often conduct extensive research before investing. As of the latest filings, institutional investors hold a significant portion of Macy's shares, influencing the company’s stock performance and strategic decisions. Understanding who these major players are and how their ownership has changed over time provides valuable insights into the market's sentiment toward Macy's.

Here’s an overview of some of the top institutional investors in Macy's, Inc. (M), detailing their holdings and recent activities:

• Vanguard Group: As one of the largest investment management companies globally, Vanguard typically holds a substantial number of shares in Macy's. Their investment decisions are often driven by index-tracking and long-term investment strategies.
• BlackRock Inc.: Another leading asset manager, BlackRock, usually maintains a significant position in Macy's. Their investment strategies span various approaches, from passive indexing to active management.
• State Street Corporation: As a major player in the asset management industry, State Street often holds a considerable stake in Macy's. Their investment decisions are influenced by a mix of index-tracking and active portfolio management.
• Dimensional Fund Advisors LP: Known for its systematic investment approach, Dimensional Fund Advisors may hold a noteworthy position in Macy's. Their investment decisions are guided by rigorous quantitative analysis.
• Geode Capital Management, LLC: Geode Capital Management, with its data-driven approach, may also be among the top institutional holders of Macy's. Their investment strategies are often rooted in statistical modeling and broad market exposure.

Analyzing the changes in institutional ownership can reveal important trends. For instance, if major institutional investors have been increasing their stakes, it could signal positive expectations about Macy's future performance. Conversely, a decrease in institutional holdings might indicate concerns about the company's prospects. Recent filings typically show these shifts, providing a glimpse into the evolving sentiment of institutional investors.

The actions of these large investors can have a notable impact on Macy's stock price. Significant purchases can drive up demand, leading to price increases, while large sales can exert downward pressure. Moreover, institutional investors often engage with company management, influencing strategic decisions such as capital allocation, dividend policies, and overall corporate governance. Their insights and expectations can play a crucial role in shaping Macy's strategic direction.

Here is a hypothetical example of institutional ownership data for Macy's, Inc. (M) based on 2024 fiscal year data:

For more insights into Macy's Inc., you might find this resource helpful: Macy's, Inc. (M): History, Ownership, Mission, How It Works & Makes Money.

Macy's, Inc. (M) Key Investors and Their Impact on Macy's, Inc. (M)

Understanding the investor profile of Macy's, Inc. (M) provides valuable insights into the market's sentiment towards the company and potential future movements. Key investors can significantly influence company decisions and stock performance through their holdings and strategic actions.

Institutional investors form a significant portion of Macy's shareholder base. As of December 31, 2024, the top institutional holders of Macy's stock include:

• Vanguard Group: Holding approximately 11.7 million shares, representing about 4.5% ownership.
• BlackRock Fund Advisors: Holding approximately 11.5 million shares, representing about 4.4% ownership.
• Dimensional Fund Advisors LP: Holding approximately 7.7 million shares, representing about 3.0% ownership.

These major institutional holders play a crucial role due to the size of their positions. Their investment decisions, driven by in-depth research and analysis, can significantly impact Macy's stock price and overall market perception. For example, a decision by Vanguard or BlackRock to increase or decrease their stake could signal confidence or concern about Macy's future performance, influencing other investors.

Activist investors can also play a pivotal role in shaping a company's direction. While specific activist involvements can vary, these investors typically seek to influence corporate strategy to unlock shareholder value. Their tactics might include pushing for changes in management, strategy adjustments, or advocating for corporate restructuring.

Recent moves by major investors often provide insights into their evolving perspectives on Macy's. Monitoring these actions, such as increases or decreases in shareholdings, can indicate shifts in sentiment and potential future strategies. For instance, significant stake increases might suggest a belief in the company's turnaround potential, while large sell-offs could reflect concerns about its prospects.

Examining Macy's investor composition and recent activities provides a deeper understanding of the factors driving market sentiment and potential strategic shifts within the company. Understanding these dynamics is crucial for stakeholders looking to make informed decisions about Macy's, Inc. (M).

For more insights into Macy's strategic direction, explore Mission Statement, Vision, & Core Values of Macy's, Inc. (M).

Macy's, Inc. (M) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating Macy's, Inc. (M). Changes in major shareholders, analyst perspectives, and overall market behavior provide insights into the company's current standing and future prospects. For additional background information, you can explore Macy's, Inc. (M): History, Ownership, Mission, How It Works & Makes Money.

As of Q4 2024, the landscape of Macy's, Inc.'s (M) major shareholders reveals significant positions held by institutional investors. The Vanguard Group holds the largest stake with 11,474,696 shares, representing 4.17% ownership. BlackRock Inc. follows with 9,978,895 shares, or 3.62%. Other notable shareholders include State Street Corporation, Geode Capital Management, and Northern Trust Corporation. These major institutional holdings often influence the stock's stability and trading patterns.

Recent market reactions to ownership changes and large investor moves provide valuable context. For instance, significant increases or decreases in holdings by major institutional investors can trigger notable price fluctuations. Monitoring these movements helps to gauge the overall confidence in Macy's, Inc.'s (M) future performance. Keep an eye on Form 4 filings with the SEC to track insider trading activity, which can also provide clues about management's sentiment.

Analyst perspectives play a key role in shaping investor sentiment. Analysts often provide ratings (e.g., buy, sell, hold) and price targets based on their assessment of Macy's, Inc.'s (M) financial health, market position, and growth prospects. These insights can significantly impact how the market values the company. For example, a series of positive analyst upgrades can lead to increased investor interest and a rising stock price, while downgrades may have the opposite effect.

Here are some factors influencing investor sentiment towards Macy's, Inc. (M):

• Financial Performance: Revenue growth, profitability, and earnings per share (EPS) are critical indicators.
• Strategic Initiatives: Investors watch for successful execution of strategic plans, such as store modernization, e-commerce growth, and supply chain efficiencies.
• Market Conditions: Broader economic trends, consumer spending patterns, and the retail environment influence sentiment.
• Competitive Landscape: Macy's, Inc.'s (M) position relative to competitors and its ability to adapt to changing consumer preferences are closely monitored.

The table below summarizes key investor information as of 2024:

Keeping abreast of these factors is essential for understanding the dynamics of Macy's, Inc.'s (M) investor profile and its potential impact on the company's future.