Macerich: Growth Story Hobbled By Debt

Macerich is undergoing a major transformation, focusing on high-performing Class A malls and targeting Gen Z consumers for future growth. Despite impressive portfolio streamlining and leasing momentum, MAC remains constrained by high debt levels, elevated interest rates, and a below-average dividend yield. FFO per share is forecast to grow 11.3% in 2026 and 11.9% in 2027, with acquisitions and dispositions expected to balance out in 2026.

Seeking Alpha • Jun 25, 2026

U.S. REIT Capital Raising Activity Slightly Down In May

Capital-raising activity by US equity real estate investment trusts dipped in May. US equity REITs raised a total of $4.14 billion, down from $4.22 billion in April and declining nearly 54% from the same month in 2025, according to S&P Global Market Intelligence data. The specialty sector - encompassing advertising, casinos, communications, data centers, energy infrastructure, farmland and timber - led capital-raising activity among all US REIT segments through May 31.

Seeking Alpha • Jun 24, 2026

Scottsdale Fashion Square Announces Naming Rights Opportunity of its Newly Redeveloped Signature Gathering Space and Social Hub

Announcement Follows Successful Launch of PenFed Plaza at Tysons Corner Center, its Sister Property Outside of Washington, DC Announcement Follows Successful Launch of PenFed Plaza at Tysons Corner Center, its Sister Property Outside of Washington, DC

GlobeNewsWire • Jun 23, 2026

Here Are Wednesday's Best Wall Street Analyst Research Calls: Block, Charles River Laboratories, Cognizant Technology, Constellation Energy, Credicorp, First Solar, GE Vernova, Huntsman, Macerich, and More

Futures are trading mixed as we hit the midweek point, as the Space Exploration Technologies (NASDAQ: SPCX) or SpaceX IPO rush is starting to fade somewhat.

24/7 Wall Street • Jun 17, 2026

MAC Stock Faces Key Test as Leasing Pipeline Drives Future NOI Growth

Macerich's leasing pipeline to add roughly $116M in gross revenues and lift NOI through 2028, but leverage and tenant churn remain key hurdles.

Zacks Investment Research • Jun 16, 2026

MAC Trends to Watch as Redevelopment and Demand Reshape Growth

Macerich benefits from demand for Class A mall space as redevelopments, anchor reuse and selective acquisitions aim to lift growth despite digital and tenant pressures.

Zacks Investment Research • Jun 16, 2026

Macerich Announces Commencement of Public Offering of Common Stock

SANTA MONICA, Calif., June 15, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (the “Company” or “Macerich”) announced today that it has commenced an underwritten public offering of 14,000,000 shares of common stock in connection with the forward sale agreement described below.

GlobeNewsWire • Jun 15, 2026

Macerich Announces Pricing of Public Offering of Common Stock

SANTA MONICA, Calif., June 15, 2026 (GLOBE NEWSWIRE) -- The Macerich Company (NYSE: MAC) (the “Company” or “Macerich”) announced today that it has priced an underwritten public offering of 14,000,000 shares of common stock at a price to public of $23.90 per share, all of which are being offered in connection with the forward sale agreements described below.

GlobeNewsWire • Jun 16, 2026

Is Macerich Stock Worth Buying Near Fair Value With Risks Ahead Now?

MAC surges 58.4% in a year as leasing and occupancy improve, but fair valuation, high leverage and limited upside complicate the buying case.

Zacks Investment Research • Jun 15, 2026

Macerich Provides Update on Path Forward Strategy & 2028 Outlook

MAC lifts its 2028 FFO per share and provides portfolio NOI targets as leasing gains, redevelopment projects and acquisitions support its Path Forward plan.

Zacks Investment Research • Jun 2, 2026