{"filings":[{"id":2191317,"accession_number":"0001193125-26-344920","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-08-11T20:52:07+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"Macerich issues $775M of 2.25% exchangeable notes due 2031; net proceeds ~$757M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$775M aggregate 2.25% exchangeable senior notes due 2031 issued, incl. $100M option exercise; guaranteed by Macerich on senior unsecured basis.","Net proceeds ~$757M; ~$45M used to fund capped call transactions; remainder to refinance secured debt and general corporate purposes.","Initial exchange rate 35.4761 shares per $1,000 (price ~$28.19); capped call cap price ~$34.06/share (45% premium to $23.49 close).","Entered First Amendment to Credit Agreement with Deutsche Bank AG on Aug 5, 2026 to facilitate the offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2079638,"accession_number":"0001193125-26-335240","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-08-05T20:26:40+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich files new shelf registration, adds Morgan Stanley and Scotia as ATM agents","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Filed new automatic shelf S-3 to replace expired registration; four prospectus supplements continue existing offerings.","ATM program has $288.5M remaining capacity of the $500M total; $211.5M already sold.","Amendment No. 1 adds Morgan Stanley & Co. LLC and Scotia Capital (USA) Inc. as sales agents.","Net proceeds from ATM sales will be contributed to operating partnership for debt repayment and general purposes.","Other prospectus supplements cover up to 13.45M shares for resale and unit redemptions; no proceeds to Macerich."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2051838,"accession_number":"0000912242-26-000034","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-08-04T20:15:09+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q2 net loss narrows to $27.1M; FFO as adjusted $0.35; acquires Annapolis Mall for $260M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to company $27.1M ($0.10 diluted) vs $40.9M loss in Q2 2025; FFO as adjusted $100.4M ($0.35) vs $88.7M ($0.34).","Go-Forward Portfolio NOI (ex lease term) up 3.8% YoY; leased occupancy 94.0% vs 92.0% a year ago.","Acquired Annapolis Mall for $260M plus $12M for adjacent parcel; funded via equity raise.","Closed public offering of 22.08M shares at $21.00, net $448.2M; also forward offering of 16.1M shares at $23.90.","Quarterly dividend $0.17 per share, payable Sept 28, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1316077,"accession_number":"0001193125-26-286956","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-06-29T13:00:07+00:00","items":["8.01"],"status":"ready","headline":"Macerich closes additional 2.1M share forward sale at $23.12 per share","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Underwriters exercised option for 2.1M shares at $23.12325/share; closed June 26.","This adds to the 14M shares previously offered and closed on June 17.","Additional forward sale agreements executed June 23; physical settlement expected by June 16, 2027.","Net proceeds to Operating Partnership for acquisitions and general corporate purposes.","Company may also cash or net settle part of its forward obligations."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1111442,"accession_number":"0001193125-26-274188","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-06-17T20:15:25+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich closes 14M share forward sale at $23.12; proceeds for acquisitions","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Forward sale of 14M shares at $23.12325 via Goldman, Deutsche Bank, JPMorgan, Morgan Stanley.","Company expects physical settlement by June 16, 2027; may cash or net share settle.","Net proceeds contributed to operating partnership for acquisitions and general purposes.","Underwriters granted 30-day option to purchase up to 2.1M additional shares."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":833960,"accession_number":"0001193125-26-255466","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-06-03T20:15:13+00:00","items":["5.07"],"status":"ready","headline":"Macerich annual meeting elects eight directors; say-on-pay passes, KPMG ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All eight incumbent directors re-elected with strong support; Marianne Lowenthal received 214.8M for (lowest) vs 14.2M against.","Say-on-pay advisory vote approved: 211.7M for, 17.3M against, 0.1M abstain.","KPMG LLP ratified as independent auditor for FY2026: 238.0M for, 2.0M against, 0.2M abstain.","Broker non-votes of 11.1M shares on director elections and say-on-pay; no non-votes on auditor ratification."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":759242,"accession_number":"0001193125-26-249691","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-06-01T11:00:18+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macerich posts investor presentation with Path Forward Plan update; no specifics in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation made available on Macerich's website on June 1, 2026.","Presentation includes an update on the company's Path Forward Plan.","No financial results, guidance, or material corporate events were disclosed.","The filing contains only the presentation cover and legal disclaimer.","Limited information prevents assessment of operational or strategic changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":68721,"accession_number":"0001193125-26-221714","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-05-13T20:22:57+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich closes $527M common stock offering; proceeds to repay Annapolis Mall debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 25.08M shares (including full underwriter option) at $21.00 per share; gross proceeds ~$527M.","Net proceeds contributed to operating partnership to repay revolving credit facility used for Annapolis Mall acquisition.","Underwriting led by Goldman Sachs & Co. LLC; registration statement effective August 2023.","Funds also earmarked for general corporate purposes, including additional acquisitions and leasing capital."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99678,"accession_number":"0000912242-26-000020","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q1 net loss narrows to $36.4M; FFO as adjusted flat at $0.34/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $36.4M ($0.14 diluted) vs $50.1M loss ($0.20) in Q1 2025.","FFO as adjusted $92.4M ($0.34/diluted), flat YoY; includes $10.1M gain on undepreciated asset sales.","Portfolio leased occupancy 93.4% (+0.8% YoY); signed leases for 1.6M sq ft in Q1.","Acquired Annapolis Mall for $260M plus $12M for Sears parcel, funded with cash and credit line.","Closed $900M revolver (up from $650M), extended to March 2030; $780M liquidity post-quarter."],"consensus_eps_estimate":-0.1111,"consensus_eps_actual":-0.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":241538000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115828,"accession_number":"0001193125-26-084078","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-03-02T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macerich files business update presentation for Citi conference; no detailed financial data in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Business update presentation made available on investor relations website on March 2, 2026.","Presentation is for Citi's 2026 Global Property CEO Conference in Hollywood, Florida.","No specific metrics, guidance, or material events disclosed in the 8-K body or the partial exhibit provided.","The presentation may include operational updates but the full content is not available for review."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115827,"accession_number":"0001193125-26-077466","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Macerich closes $900M revolving credit facility, up from $650M, maturing 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate $900M revolver, up from $650M; matures March 1, 2029, with option to extend to 2030.","Borrower can increase facility to $1.1B subject to lender commitments.","Interest margin ranges from 0.80%-2.20% initially, later 0.35%-1.65% based on net debt/EBITDA.","Covenants include borrowing base maintenance, minimum debt yield, fixed charge coverage, max floating rate debt.","Guaranteed by Macerich Company and subsidiaries; secured by mortgages and pledges of equity interests."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115826,"accession_number":"0000912242-26-000009","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2026-02-18T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q4 net loss narrows to $18.8M; FFO per share $0.48; record leasing","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $18.8M vs $211.2M loss in Q4 2024; FFO ex-items $128.9M ($0.48) vs $116.7M ($0.47).","Go-Forward Portfolio NOI ex-lease term income up 1.7% Q4; 1.8% for FY 2025.","Portfolio tenant sales per sq ft $881 TTM Dec 2025 vs $837 prior year; leased occupancy 94.0%.","Signed 7.1M sq ft of leases in FY 2025 (85% YoY increase, company record); re-leasing spreads +6.7%.","Completed $1.3B dispositions in 2025; liquidity ~$990M; quarterly dividend $0.17 payable Mar 30."],"consensus_eps_estimate":0.0231,"consensus_eps_actual":-0.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":1013983000.0,"consensus_period":"2025-FY","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132249,"accession_number":"0001193125-25-311453","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-12-08T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macerich provides business update at Nareit REITWorld; no new financial data in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Presentation furnished under Item 7.01 but contains only title slide and legal disclaimer.","No specific operational or financial metrics, guidance, or material events disclosed in the filing.","Presentation available on investing.macerich.com; content not incorporated into the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132248,"accession_number":"0000912242-25-000074","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-11-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich reports Q3 2025 results; details in exhibit not reproduced","summary_kind":"llm","event_type":"earnings","confidence":"low","bullets":["Earnings data for three and nine months ended September 30, 2025 furnished as Exhibit 99.1.","Filing body contains no specific financial figures or metrics.","Investors must consult the full earnings supplement for revenue, EPS, and guidance.","Quarterly timing consistent with prior practice; no unusual disclosures in this form."],"consensus_eps_estimate":-0.0808,"consensus_eps_actual":-0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":752279000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148829,"accession_number":"0001193125-25-185319","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-08-21T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Macerich sells Lakewood Center ($332.1M) and Valley Mall ($22.1M) in August 2025","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Lakewood Center sold for $332.1M; buyer assumed $317.1M loan maturing June 2026.","Macerich net proceeds from Lakewood are approx. $5.0M.","Valley Mall sold for $22.1M; unencumbered asset; net proceeds ~$20.9M.","Both sales closed on Aug 18 (Lakewood) and Aug 20, 2025 (Valley Mall).","Proceeds from both dispositions will be used for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148828,"accession_number":"0000912242-25-000066","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-08-11T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q2 net loss $40.9M; FFO adj $0.33; acquires Crabtree Mall for $290M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to company $40.9M ($0.16 diluted) vs net income $252.0M prior year due to Chandler Fashion Center gain.","Adjusted FFO (ex-items) $87.3M ($0.33/diluted) vs $88.1M ($0.39) prior year.","Go-Forward Portfolio NOI up 2.4% YoY; portfolio occupancy 92.0% (down 1.4pp YoY, driven by Forever 21 closures).","Leased 1.7M sq ft in Q2 (+137% YoY); base rent re-leasing spreads +10.5% TTM.","Acquired Crabtree Mall (Raleigh, NC) for ~$290M on June 23; closed $160M term loan at SOFR+250 on August 7."],"consensus_eps_estimate":-0.0822,"consensus_eps_actual":-0.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":499017000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167706,"accession_number":"0001193125-25-145249","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-06-24T23:59:59+00:00","items":["7.01","8.01","9.01"],"status":"ready","headline":"Macerich acquires Crabtree Mall in Raleigh, NC for $290M; initial yield ~11%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of 1.3M sq ft Class A mall in Raleigh, NC for $290M funded with cash on hand and $100M revolver.","Expected initial yield of ~11% on estimated 2025 NOI, rising to ~12.5% after leased-but-not-opened rents commence.","Macerich plans ~$60M redevelopment/leasing investment from 2025-2028 to enhance property performance.","Expects to replace revolver draw with $160M two-year term loan at SOFR+250 bps within 30 days.","Deal is accretive to Path Forward Plan 2028 FFO targets and marks entry into Southeastern US."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167705,"accession_number":"0001193125-25-136774","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-06-06T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Macerich annual meeting results: all director nominees elected, say-on-pay approved, KPMG ratified","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Eight directors elected with votes ranging from 215.5M (Diana M. Laing) to 220.0M (Jackson Hsieh).","Advisory vote to approve executive compensation passed with 198.3M for, 21.0M against, 1.3M abstentions.","Ratification of KPMG as auditor for 2025 approved with 232.2M for, 1.3M against, 85K abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167704,"accession_number":"0000912242-25-000047","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-05-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Macerich provides Path Forward Plan update via investor presentation; no specific financial details in filing excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation made available on May 29, 2025, on the company's IR website.","Presentation includes an update on the Path Forward Plan; no milestones or metrics disclosed in the filing text.","Exhibit 99.1 content is truncated; only legal disclaimer text is visible, preventing detailed analysis.","Filing is under Regulation FD; information is furnished, not filed, and not incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167703,"accession_number":"0000912242-25-000043","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-05-12T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q1 net loss narrows to $0.20/share; same-center NOI up 0.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $50.1M ($0.20/share-diluted) vs loss of $126.7M ($0.59) in Q1 2024.","Adjusted FFO per share flat at $0.33; same-center NOI increased 0.9% YoY.","Portfolio occupancy 92.6%, down from 93.4% YoY; leasing volume up 156% with 2.6M sq ft signed.","Closed $340M mortgage on Washington Square at 5.58% fixed; used to repay FlatIron mortgage and revolver.","Sold Wilton Mall ($25M) and SouthPark ($11M); liquidity $995M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":249224000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184981,"accession_number":"0001193125-25-056675","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-03-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Eric K. Brandt not standing for re-election; board reduces to eight","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Eric K. Brandt will not stand for re-election at the 2025 annual meeting.","Brandt continues as director and committee chair until the annual meeting.","Decision not due to any disagreement with the company.","Board size reduced from nine to eight members effective at the 2025 annual meeting.","Brandt served as director since 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184980,"accession_number":"0000912242-25-000021","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich posts Q4 net loss of $211.2M, FFO per share down; executes $454M equity offering","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2024 net loss of $211.2M ($0.89 diluted) vs net income of $62.2M ($0.29) in Q4 2023.","Adjusted FFO per share fell to $0.47 from $0.57 YoY; same-center NOI declined 0.4% in Q4.","Portfolio occupancy rose to 94.1% (up 60 bps YoY); trailing 12-month tenant sales $837/sq ft.","Completed public offering of 23M shares at $19.75 for gross $454M; used proceeds to repay $478M Washington Square loan.","Acquired partner's 40% interest in PPRT for $122M (7.4% cap rate); sold The Oaks for $157M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":918204000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184979,"accession_number":"0001193125-25-011858","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2025-01-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Macerich appoints Devin Murphy, former PECO President, to Board effective Feb 1, 2025","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Devin Murphy appointed to Macerich Board effective February 1, 2025; Board expands to nine members.","Mr. Murphy served as President of Phillips Edison & Company (PECO) from 2019-2024 and previously as CFO.","He brings nearly three decades of investment banking experience, including at Morgan Stanley and Deutsche Bank.","Murphy will participate in standard non-employee director compensation; no material related-party transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201583,"accession_number":"0001193125-24-267167","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-11-27T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich closes ~$439M net equity offering to repay $478M Washington Square mortgage","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Issued 23M shares plus fully exercised 3M over-allotment at $19.75 per share.","Net proceeds of ~$439M combined with $39M cash to repay $478M mortgage on Washington Square.","Underwriting agreement with Goldman Sachs & Co. LLC as lead underwriter.","Proceeds contributed to Macerich Partnership L.P. in exchange for economic equivalent securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201582,"accession_number":"0001193125-24-255985","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich launches $500M at-the-market equity offering to repay debt","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New ATM program allows sale of up to $500M of common stock through multiple agents (JPM, Deutsche, Goldman, BMO, TD).","Prior $500M ATM program fully utilized as of Sep 30, 2024; this is a replacement program.","Net proceeds contributed to operating partnership to repay outstanding indebtedness and for general corporate purposes.","Sales agents receive commission up to 2% of gross proceeds; no obligation to sell any shares.","Offering is at-the-market, subject to market conditions and company discretion."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201581,"accession_number":"0001193125-24-251674","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macerich appoints Daniel Swanstrom as CFO; Scott Kingsmore to depart Dec 31, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dan Swanstrom appointed CFO effective Nov 16, 2024; base salary $600K, target bonus 125% of salary, sign-on LTIP grant $1.5M vesting over 3 years.","Scott Kingsmore transitions to Senior Advisor Nov 16, remains through Dec 31, 2024; consulting agreement Jan–Mar 2025 at $100K/month.","Swanstrom previously CFO of CorePoint Lodging and Monogram Residential REITs; investment banking background at Morgan Stanley."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201580,"accession_number":"0000912242-24-000128","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q3 net loss narrows to $108M; FFO $0.38/sh, same-center NOI +1.9%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net loss $108.2M ($0.50/sh) vs $262.5M loss ($1.22/sh) in Q3 2023.","FFO (adjusted) $86.0M ($0.38/sh) vs $100.6M ($0.45/sh) a year ago; same-center NOI up 1.9% YoY.","Portfolio occupancy 93.7% (+30bps YoY); base rent re-leasing spreads +11.9% for TTM.","Acquired partner's 40% interest in PPRT for $122M (7.4% cap); sold 50% of Biltmore for $110M (6.5% cap).","Refinanced Queens Center with $525M loan at 5.37% fixed through Nov 2029; under contract to sell The Oaks for $157M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":644528000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217585,"accession_number":"0000912242-24-000120","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-07-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich posts Q2 net income $252M vs loss year ago; defaults on $300M loan, withdraws guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $252M ($1.16 diluted EPS) vs net loss of $15M in Q2 2023; core FFO per share $0.39 vs $0.40.","Same-center NOI up 1.4% (ex-lease term income); portfolio occupancy 93.3% (+70 bps YoY).","Defaulted on $300M Santa Monica Place loan; negotiations underway with lender.","Sold Country Club Plaza for $175.6M with loan forgiveness; expects to sell open-air asset for $110M at 6.5% cap rate.","Withdrew 2024 guidance due to Path Forward Plan uncertainty; quarterly dividend $0.17/share sustained."],"consensus_eps_estimate":null,"consensus_eps_actual":0.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":424304000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217584,"accession_number":"0001193125-24-181957","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-07-22T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Macerich elects former director Diana M. Laing to Board, expanding to 8 members","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Diana M. Laing appointed to Macerich Board effective July 18, 2024; Board expands from 7 to 8 members.","Laing previously served on Macerich Board from 2003-2022 and was a board member at Spirit Realty Capital during CEO Jackson Hsieh's tenure.","Laing brings 35+ years in real estate finance, expertise in strategy, risk management, capital markets, cybersecurity.","Appointment aligns with Macerich's Path Forward plan launched in May to simplify operations, improve performance, reduce leverage."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237465,"accession_number":"0000912242-24-000109","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-06-04T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Macerich stockholders approve 500,000-share increase in ESPP reserve","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["ESPP share maximum raised from 1,291,117 to 1,791,117 shares, effective May 30, 2024.","All seven director nominees elected, including Eric Brandt, Steven Hash, Enrique Hernandez, and others.","Advisory vote on named executive officer compensation passed with 158.4M for, 15.9M against.","KPMG LLP ratified as independent auditor for fiscal 2024 with 190.7M for votes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237464,"accession_number":"0000912242-24-000069","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-04-30T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q1 net loss widens to $126.7M; withdraws 2024 guidance; defaults on $300M loan","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to Macerich was $126.7M ($0.59 diluted loss per share) in Q1 2024 vs $58.7M loss ($0.27) in Q1 2023.","Adjusted FFO was $74.6M ($0.33 per share) vs $95.9M ($0.43) prior year; same-center NOI decreased 1.9%.","Portfolio occupancy 93.4% (up 1.2% YoY); base rent re-leasing spreads +14.7% for TTM; leased 1.04M sq ft (+14% YoY).","Defaulted on $300M non-recourse loan on Santa Monica Place (Apr 9); negotiations with lender ongoing.","Withdrew 2024 EPS and FFO guidance due to strategic plan uncertainty; declared $0.17 quarterly dividend (payable June 3)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.59,"consensus_revenue_estimate":null,"consensus_revenue_actual":208783000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255005,"accession_number":"0000912242-24-000036","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-03-26T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macerich director Peggy Alford will not stand for re-election at 2024 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Peggy Alford informed Board she will not stand for re-election to focus on other commitments.","She currently serves as audit committee chair and will continue until the 2024 annual meeting.","Her departure is not due to any disagreement with the company on operations, policies, or practices.","Alford has served as a director since 2018."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255004,"accession_number":"0000912242-24-000024","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-02-23T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macerich appoints Jackson Hsieh as CEO/President, adds him to Board effective March 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Board size increased from 9 to 10 to create vacancy for new director.","Jackson Hsieh unanimously appointed as CEO and President, effective March 1, 2024.","Hsieh will also serve as a member of the Board of Directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255003,"accession_number":"0000912242-24-000005","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q4 net income jumps to $62.2M from $1.7M; record leasing, occupancy 93.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $62.2M ($0.29 diluted) vs $1.7M ($0.01) in Q4 2022; FFO $0.56/share vs $0.53","Same-center NOI (ex lease term income) up 3.0% in Q4, 4.5% for full year 2023","Portfolio occupancy 93.5% (up 90bps YoY); base rent re-leasing spreads +17.2% for 2023","Jackson Hsieh named President & CEO effective March 1, 2024, succeeding retiring Thomas O'Hern","2024 guidance: EPS ($0.08)-$0.02, FFO $1.75-$1.85; quarterly dividend $0.17 payable March 4"],"consensus_eps_estimate":null,"consensus_eps_actual":-1.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":884068000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255002,"accession_number":"0001193125-24-023427","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2024-02-05T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"Macerich names Jackson Hsieh CEO; O'Hern, Coppola retire Feb 29","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jackson Hsieh appointed CEO and President effective March 1, 2024; succeeds Tom O'Hern (30 yrs) and Ed Coppola (46 yrs).","Hsieh receives $1M base salary, 150% target bonus, $5M sign-on LTIP grant, and $6.5M annual LTIP grant.","O'Hern will advise through June 30, 2024; both O'Hern and Coppola remain on Board through current term.","Hsieh previously CEO of Spirit Realty Capital, which merged with Realty Income in a $9.3B deal.","Board combined two severance plans into one effective March 1, 2024, with multiples of 2x/1.5x/1x for tiered executives."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272478,"accession_number":"0001628280-23-041068","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-12-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Steven Soboroff to retire from Macerich Board on Dec 31, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Steven Soboroff provided notice of retirement from the Board on December 2, 2023, effective December 31, 2023.","Retirement did not involve any disagreements with the Company on operations, policies, or practices.","Board size reduced from ten to nine members effective upon Mr. Soboroff's retirement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272477,"accession_number":"0000912242-23-000023","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-10-31T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q3 net loss $262.5M on $252M impairments; same-center NOI +4.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $262.5M ($1.22 diluted) vs $15.2M loss a year ago; driven by $107.7M impairment on Country Club Plaza and $144.7M on Fashion Outlets of Niagara.","FFO excluding certain items was $99.1M ($0.44/diluted) vs $102.8M ($0.46) prior year.","Portfolio occupancy improved to 93.4% (up 1.3% YoY); same-center NOI ex-lease term income +4.8% in Q3.","FY 2023 EPS guidance reduced to ($1.52)–($1.46); FFO per share guidance maintained at $1.77–$1.83 excluding items.","Quarterly dividend $0.17/share payable Dec 1, 2023; liquidity ~$665M with $515M revolver available."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.56,"consensus_revenue_estimate":null,"consensus_revenue_actual":645380000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289313,"accession_number":"0001193125-23-236004","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-09-15T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Macerich replaces existing credit facility with $650M revolver maturing 2027, draws $152M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $650M revolving loan facility matures Feb 1, 2027, with option to extend to Feb 1, 2028.","Borrower may increase facility up to $950M subject to additional lender commitments.","Interest margins range from 1.00% to 2.50% based on leverage; currently 1.25% base rate / 2.25% SOFR.","Borrower drew $152M at closing to repay outstanding amounts under the prior credit agreement.","Facility includes borrowing base covenant, financial covenants, and 0.35% per annum unused fee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289312,"accession_number":"0000912242-23-000019","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-08-08T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q2 net loss $15M; same center NOI up 5.6%; FFO $0.40/share, guidance narrowed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 net loss $15M ($0.07/diluted) vs $15.4M loss; FFO ex-Chandler Freehold $88.7M ($0.40) down from $102.9M ($0.46).","Same center NOI (ex-lease term income) +5.6% YoY; occupancy 92.6% (up 0.8pp YoY, 0.4pp QoQ).","Re-leasing spreads 11.3%; signed 191 leases for 1.4M sq ft in Q2 (+21% sq ft YoY).","2023 guidance narrowed: FFO per share $1.77-$1.83 (midpoint unchanged); EPS ($0.32)-($0.26). Dividend $0.17/share.","Liquidity ~$565M (incl $405M revolver); sold two power centers for $29.1M; bought partner's interest in 5 Sears parcels for $46.7M."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":427228000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289311,"accession_number":"0001193125-23-204134","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-08-07T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"Macerich files new shelf registration, continues $500M ATM program with agent change","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Filed new automatic shelf registration to replace expiring August 2020 S-3.","ATM program: $151.7M of $500M remains available; $348.3M already sold.","Added BMO Capital Markets as sales agent; removed BNP Paribas Securities.","Net proceeds from ATM sales to repay debt and for general corporate purposes.","Four prospectus supplements issued covering unit conversions/resales; no proceeds to Macerich."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310100,"accession_number":"0001193125-23-160708","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-06-05T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Macerich stockholders approve 2003 Incentive Plan amendment adding 5.2M shares and extending term to 2033","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved the amended 2003 Equity Incentive Plan with 155.2M for, 5.6M against, 284K abstentions.","Plan adds 5,200,000 shares to the aggregate limit and extends term until May 31, 2033.","Ten directors elected; advisory vote on executive compensation passed with 154.3M for, 6.4M against.","Frequency of future advisory votes set at one year; KPMG ratified as auditor for 2023.","Plan document filed as Exhibit 10.1 and incorporated by reference."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":310099,"accession_number":"0000912242-23-000010","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-05-04T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q1 2023 net loss widens to $58.7M; same-center NOI up 4.8% ex lease term","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to company $58.7M ($0.27/diluted) vs loss $37.2M ($0.17/diluted) in Q1 2022.","FFO (ex-Chandler Freehold) $88.7M ($0.40/diluted) vs $112.4M ($0.50/diluted) in Q1 2022.","Same-center NOI ex lease termination +4.8%; occupancy 92.2% (up from 91.3% a year ago).","Re-leasing spreads 6.6% vs 4.0% at year-end 2022; leasing volume up 59% sq ft vs Q1 2022.","EPS diluted guidance lowered to ($0.32)-($0.22); FFO/diluted maintained $1.75-$1.85; dividend $0.17."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.27,"consensus_revenue_estimate":null,"consensus_revenue_actual":214854000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328771,"accession_number":"0000912242-23-000002","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-02-07T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q4 2022: FFO $0.53, same-center NOI +2.0%, occupancy 92.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $1.7M ($0.01 diluted EPS) vs net loss $17.1M in Q4 2021.","FFO (excl Chandler Freehold) $119.5M or $0.53 per share, flat YoY.","Same center NOI (excl lease term income) +2.0% in Q4, +7.5% year-to-date.","Portfolio occupancy 92.6%, up 1.1% YoY; 2022 leasing volume of 3.8M sq ft, strongest in over a decade.","2023 FFO guidance $1.75-$1.85 per share; quarterly dividend $0.17 payable Mar 3."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":859164000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328770,"accession_number":"0001193125-23-021287","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2023-02-01T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Macerich amends bylaws to adopt universal proxy rules and enhance stockholder meeting procedures","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Board amended and restated Bylaws on Jan 26, 2023 to comply with SEC Rule 14a-19 universal proxy requirements.","Enhanced disclosure and procedural requirements for stockholder director nominations and other business proposals.","Outlined procedures for announcing reconvened stockholder meetings after adjournment.","Updated virtual meeting provisions to align with Maryland General Corporation Law changes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346431,"accession_number":"0000912242-22-000027","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-11-03T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q3 net loss of $15.2M; FFO $0.46 per share; dividend raised 13.3% to $0.17","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to company $15.2M ($0.07 diluted) vs net income $106.7M ($0.50) in Q3 2021.","FFO (excl. financing expense & debt loss) $102.8M or $0.46/diluted share, vs $0.45 YoY.","Same center NOI (excl. lease term income) up 2.1% in Q3; YTD up 9.8%.","Portfolio occupancy 92.1%, up 180 bps YoY; trailing 12-mo sales per sq ft $877 vs $801 at Dec 2019.","Dividend increased 13.3% to $0.17 quarterly; FY 2022 FFO guidance narrowed to $1.93-$1.99 per share (excl. items)."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":630939000.0,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346430,"accession_number":"0001193125-22-273893","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-10-31T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Macerich director Diana Laing to retire on Dec 31, 2022; board to shrink by one","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Diana Laing notified the board of her retirement, effective December 31, 2022.","Retirement is not due to any disagreement with the company.","Board will reduce its size by one member upon Laing's departure.","Laing served as a director since 2003; CEO thanked her for contributions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362824,"accession_number":"0000912242-22-000020","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q2 net loss $15.4M; FFO $0.46; same-center NOI +5.4%; occupancy 91.8%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $15.4M ($0.07 diluted) vs $11.8M loss in Q2 2021; FFO ex Chandler $102.9M ($0.46) vs $127.6M ($0.59).","Same-center NOI excl lease termination +5.4% YoY; incl lease term +7.8%.","Portfolio occupancy 91.8% (up 2.4pp YoY); record trailing sales $860/sqft.","Signed 274 leases for 1.2M sqft (+27% count, +74% sqft YoY); re-leasing spreads +0.6%.","2022 FFO guidance narrowed to $1.92-$2.04 per share (midpoint increased); quarterly dividend $0.15."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.25,"consensus_revenue_estimate":null,"consensus_revenue_actual":420235000.0,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382469,"accession_number":"0001193125-22-166225","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Macerich stockholders elect all 12 directors, approve executive compensation, ratify KPMG","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 12 director nominees elected with majority support; Eric Brandt and Diana Laing each received ~14.3M against votes.","Advisory vote on named executive officer compensation passed: 140.8M for, 6.1M against, 0.5M abstentions.","Ratification of KPMG LLP as auditor for FY2022 approved: 174.2M for, 2.4M against, 0.3M abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382468,"accession_number":"0000912242-22-000012","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-05-09T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich reports Q1 2022: net loss narrows to $37.2M, FFO per share $0.50, occupancy 91.3%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss $37.2M ($0.17/diluted share) vs $63.6M loss ($0.40) in Q1 2021.","FFO (ex-Chandler Freehold) $112.4M ($0.50/diluted share), up 12.8% per share YoY.","Same-center NOI (ex-lease term income) up 24.7% YoY; portfolio occupancy 91.3% vs 88.5% a year ago.","Trailing twelve-month sales per sq ft $843, record high; signed 220 leases (+22% YoY).","2022 FFO guidance narrowed to $1.90-$2.04/sh ex-Chandler Freehold; quarterly dividend $0.15/sh."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":216144000.0,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400364,"accession_number":"0001193125-22-033523","cik":912242,"company_name":"MACERICH CO","ticker":"MAC","form_type":"8-K","filed_at":"2022-02-10T23:59:59+00:00","items":["2.02","7.01","9.01"],"status":"ready","headline":"Macerich Q4 net loss narrows to $0.08 per share; same-center NOI up 36.1%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to Macerich was $17.1M ($0.08/diluted share) vs. $190.4M loss ($1.27) in Q4 2020.","FFO (ex-certain items) was $118.7M, or $0.53 per share-diluted, up from $72.9M ($0.45) a year ago.","Portfolio occupancy rose to 91.5% at Dec 31, 2021, from 89.7% a year ago; Q4 tenant sales +12% vs pre-COVID Q4 2019.","Full-year 2021 same-center NOI increased 7.3%; 2022 FFO per share guidance set at $1.85-$2.05.","Declared quarterly dividend of $0.15/share payable March 3, 2022; repaid $1.7B debt in 2021 (20% reduction)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":847437000.0,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":5939887798.043192,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2022-02-10T23:59:59+00:00|400364"}