Macy’s EVP Danielle Kirgan sells $109,879 in stock

Published 26/03/2025, 23:08
Macy’s EVP Danielle Kirgan sells $109,879 in stock

Danielle L. Kirgan, the Executive Vice President and Chief Human Resources Officer at Macy’s, Inc. (NYSE:M), recently executed two significant stock transactions, according to a Form 4 filing with the Securities and Exchange Commission. On March 25 and March 26, Kirgan sold a total of 8,167 shares of Macy’s common stock. The sales were conducted at weighted average prices ranging from $13.2797 to $13.7366 per share, resulting in a total transaction value of approximately $109,879. The transactions come as Macy’s trades at an attractive P/E ratio of 6.3, with InvestingPro analysis indicating the stock is currently trading below its Fair Value.

The sales were made to cover tax withholding obligations upon the vesting of restricted shares, as noted in the filing. Following these transactions, Kirgan’s direct ownership of Macy’s common stock stands at 362,067 shares. These transactions highlight the ongoing management of stock-based compensation by Macy’s executives, a common practice among publicly traded companies. The retailer maintains strong shareholder returns with a 5.5% dividend yield and robust free cash flow yield. For comprehensive insider trading analysis and 14 additional key insights about Macy’s, visit InvestingPro.

In other recent news, Macy’s reported fourth-quarter earnings per share of $1.80, surpassing expectations of $1.54, although this was influenced by one-time adjustments. The company’s revenue reached $8.0 billion, slightly above estimates but below the anticipated $8.4 billion. Despite this earnings beat, several analysts, including TD Cowen, Telsey Advisory Group, Citi, JPMorgan, and CFRA, have revised their price targets for Macy’s shares downward, citing various challenges and future outlook concerns. TD Cowen and Citi both reduced their price targets to $14, while Telsey set it at $15, and CFRA adjusted it to $13, maintaining a Hold rating.

JPMorgan downgraded Macy’s stock from Overweight to Neutral, with a new price target of $14, due to concerns over mixed performance and future earnings potential. Analysts have noted that Macy’s guidance for fiscal year 2025 is cautious, with expectations for comparable store sales to be flat or decline, and EPS projections falling short of consensus estimates. The company is also implementing strategic changes, such as closing underperforming stores and expanding luxury offerings, as part of its "Bold New Chapter" strategy. However, analysts have expressed concerns about ongoing macroeconomic challenges and the competitive retail environment.

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