Zacks Investment Research
16 Jun 2026, 18:46 UTC · 14w ago
Verdict
Headline takes no side. We score MAC +0.40 across four claims — moderately bullish.
+0.40moderately bullish
More positive than 63% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish
Macerich's signed-not-open lease pipeline is expected to generate approximately $116 million in incremental gross revenues compared to 2024.
More positive than 77% of claims this week
Macerich has committed all 30 targeted anchor and big-box replacements totaling 2.9 million square feet under its 'Path Forward' plan.
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Scored by the NIS engine · methodology.
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More positive than 63% of claims this week
Macerich's portfolio leased occupancy stood at 93.4% as of March 31, 2026, with 90% of go-forward NOI coming from Class A properties.
More positive than 50% of claims this week
The company faces ongoing headwinds from tenant churn, e-commerce pressure, and elevated leverage.
So whatThese structural and financial risks act as a drag on valuation and earnings stability.
More negative than 71% of claims this week
Which stocks this story touches
More positive than 63% of ticker scores this week
The company is seeing strong occupancy rates and has successfully committed all 30 targeted anchor replacements.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a peer comparison for retail formats.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a peer comparison for Class A mall demand.
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More positive than 7% of relationship scores this week
[mutual] Both companies operate in the retail real estate sector, though SKT focuses more on outlet and open-air formats.
−9.6%
Price is moving against the score
$22.68 vs $25.09 close before publication (Jun 15) · not market-adjusted
MAC chart →
