Dupree Financial Group Sells 486,867 Shares of Macy's
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 29 2026
0mins
Source: Fool
- Share Sale Details: Dupree Financial Group sold 486,867 shares of Macy's in Q4, with an estimated transaction value of $9.97 million, reducing its stake in Macy's to 2.6% of its assets under management.
- Position Value Change: Following the sale, the value of Dupree's position in Macy's dropped by $7.40 million, indicating the impact of market price fluctuations on its investment portfolio.
- Macy's Performance Overview: Despite challenges like low margins and inventory risks, Macy's reported $4.7 billion in revenue in Q3, achieving its strongest comparable sales growth in 13 quarters, showcasing resilience in the retail market.
- Investor Focus: The sale reflects Dupree's strategic shift towards income and defensive investments; although Macy's has outperformed the S&P 500, it remains a tactical holding rather than a core investment, highlighting caution towards cyclical retailers.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy M?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on M
Wall Street analysts forecast M stock price to rise
12 Analyst Rating
2 Buy
9 Hold
1 Sell
Hold
Current: 18.100
Low
8.00
Averages
21.33
High
27.00
Current: 18.100
Low
8.00
Averages
21.33
High
27.00
About M
Macy's, Inc. is an omni-channel retail company. The Company operates stores, websites and mobile applications under three brands, Macy's, Bloomingdale's and Bluemercury, which sell a range of merchandise, including apparel and accessories (men's, women's and kids'), cosmetics, home furnishings and other consumer goods. The Company has stores in 43 states, the District of Columbia, Puerto Rico and Guam. Its operations are conducted through Macy's, Macy's Backstage, Macy's small format, Bloomingdale's, Bloomingdale's The Outlet, Bloomie's, and Bluemercury. In addition, Bloomingdale's in Dubai, United Arab Emirates and Al Zahra, Kuwait are operated under a license agreement with Al Tayer Insignia. The principal private label brands offered by the Company include Alfani, And Now This, Aqua, Bar III, Cerulean 6, Charter Club, Club Room, Epic Threads, first impressions, Giani Bernini, Holiday Lane, Home Design, Hotel Collection, Hudson Park, Ideology, I-N-C, jenni, JM Collection, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Macy's and TJX Companies Announce Dividend Increases
- Macy's Dividend Increase: Macy's announced a 5% increase in its dividend to just over $0.19 per share, despite a 2.4% decline in net sales to $21.8 billion for fiscal 2025, while comparable sales rose by 1.5%, indicating some market recovery.
- Financial Performance Analysis: Macy's net income fell by 14% to $643 million ($2.32 per share), with guidance for fiscal 2026 forecasting a further revenue dip to $21.4 billion, reflecting the ongoing challenges faced by traditional retailers in a highly competitive environment.
- TJX Dividend Growth: TJX announced a 13% increase in its dividend to $0.48 per share, marking the 29th dividend increase in the past 30 years, demonstrating the company's strong cash flow and profitability amid economic uncertainties.
- Sales Growth Situation: TJX achieved a 5% increase in comparable sales and a 7% rise in net sales to nearly $60.4 billion for fiscal 2026, and despite challenges like tariffs and inflation, management remains cautiously optimistic, projecting only 2% to 3% comparable sales growth for fiscal 2027.
See More
Macy's and TJX Companies Announce Dividend Increases
- Macy's Dividend Increase: Macy's announced a 5% increase in its quarterly dividend to over $0.19 per share, despite a 2.4% decline in net sales to $21.8 billion for fiscal 2025, while comparable sales rose by 1.5%, indicating some market recovery.
- Financial Performance Analysis: Macy's net income fell by 14% to $643 million under GAAP, reflecting the company's challenges in scaling down operations while facing fierce online competition, with future guidance suggesting a potential revenue drop to $21.4 billion in fiscal 2026.
- TJX Companies Dividend Growth: TJX announced a 13% increase in its quarterly dividend to $0.48 per share, marking the 29th dividend increase in the past 30 years, showcasing the company's stability and appeal in the retail sector.
- Market Outlook: Although TJX achieved a 7% growth in net sales to nearly $60.4 billion for fiscal 2026, management's guidance for fiscal 2027 indicates a conservative outlook with comparable sales growth projected at only 2% to 3%, reflecting uncertainties in the economic environment.
See More
Macy's Executives to Attend J.P. Morgan Retail Round Up
- Executive Participation: Macy's CEO Tony Spring and COO/CFO Tom Edwards will participate in the J.P. Morgan 12th Annual Retail Round Up on April 8, 2026, highlighting the company's leadership in the retail sector.
- Brand Influence: Macy's, through its iconic brands like Macy's, Bloomingdale's, and Bluemercury, continues to provide quality brands, reinforcing its trust and influence in the retail market.
- Digital Transformation: Headquartered in New York City, Macy's leverages its comprehensive digital and nationwide footprint to deliver a seamless shopping experience, enhancing customer satisfaction and loyalty.
- Investor Relations: Macy's ensures transparent communication through media and investor channels, enhancing interaction with investors and supporting the company's future growth strategy.
See More
MarketBeat Weekly Recap – March 23 to March 27
Market Trends: Following recent uncertainty, stocks have pulled back, with the Trump administration's pause in hostilities with Iran initially easing investor anxiety, but rising energy prices and inflation concerns are complicating the market outlook.
Investment Opportunities: Analysts are highlighting potential opportunities in various sectors, including energy stocks and companies like Advanced Micro Devices (AMD), which is expected to see growth due to strong institutional buying and planned product launches.
Stock Performance: Companies like Rivian Automotive and Tesla are under scrutiny, with Rivian showing quiet performance while Tesla faces regulatory challenges, impacting investor sentiment and stock prices.
Consumer Sector Insights: Retail stocks, particularly Gap and Macy's, are experiencing mixed reactions post-earnings reports, with some showing recovery while others face caution from investors regarding their future strategies.
See More
Wall Street Declines Amid Rising U.S.-Iran Tensions
- Market Decline: Wall Street ended lower on Thursday as investors monitored escalating U.S.-Iran tensions, with the Nasdaq Composite down 2.3%, the S&P 500 down 1.7%, and the Dow Jones Industrial Average down 1%, indicating market sensitivity to geopolitical risks.
- Madrigal Stock Surge: Madrigal Pharmaceuticals saw a 12% increase in stock price amid renewed speculation of a potential takeover, as traders cited a Betaville report indicating the company has hired advisers for talks with a buyer, reflecting optimistic market sentiment regarding its future.
- Macy's Mixed Results: Despite reporting positive early results from its Google Gemini-powered chatbot, Macy's stock dipped 0.5%, with data showing customers using the “Ask Macy’s” assistant spent approximately 4.75 times more than those who did not, suggesting cautious market sentiment about its long-term growth potential.
- Modular Medical Stock Split: Modular Medical announced a 1-for-30 reverse stock split effective March 31, 2026, aimed at raising its share price to meet Nasdaq's $1 minimum bid requirement, reducing outstanding shares from approximately 139.8 million to about 4.66 million, highlighting the company's commitment to maintaining its listing status.
See More
Macy's Sees Positive Results from Google Gemini Chatbot Tests
- Increased Customer Spending: Company data reveals that customers using the Ask Macy's chatbot spend approximately 4.75 times more than those who do not, indicating the AI assistant's effectiveness in enhancing customer expenditure.
- Visitor Testing: Macy's is testing the AI shopping assistant with about half of its website visitors, allowing customers to ask product questions in natural language and receive relevant guidance without leaving the site, thereby improving user experience.
- Retail Sector Trends: The retail industry overall has seen strong performance from AI chatbot implementations, with improved conversion rates on shopping sites and some companies successfully reducing customer service headcount, showcasing the broad application potential of AI technology.
- Stock Volatility: Despite the positive outcomes from Macy's AI tests, its stock dipped 0.5% in Thursday trading and has fallen over 16% year-to-date, reflecting market concerns about its long-term performance.
See More
Macy's and TJX Companies Announce Dividend Increases
- Macy's Dividend Increase: Macy's announced a 5% increase in its dividend to just over $0.19 per share, despite a 2.4% decline in net sales to $21.8 billion for fiscal 2025, while comparable sales rose by 1.5%, indicating some market recovery.
- Financial Performance Analysis: Macy's net income fell by 14% to $643 million ($2.32 per share), with guidance for fiscal 2026 forecasting a further revenue dip to $21.4 billion, reflecting the ongoing challenges faced by traditional retailers in a highly competitive environment.
- TJX Dividend Growth: TJX announced a 13% increase in its dividend to $0.48 per share, marking the 29th dividend increase in the past 30 years, demonstrating the company's strong cash flow and profitability amid economic uncertainties.
- Sales Growth Situation: TJX achieved a 5% increase in comparable sales and a 7% rise in net sales to nearly $60.4 billion for fiscal 2026, and despite challenges like tariffs and inflation, management remains cautiously optimistic, projecting only 2% to 3% comparable sales growth for fiscal 2027.
See More
Macy's and TJX Companies Announce Dividend Increases
- Macy's Dividend Increase: Macy's announced a 5% increase in its quarterly dividend to over $0.19 per share, despite a 2.4% decline in net sales to $21.8 billion for fiscal 2025, while comparable sales rose by 1.5%, indicating some market recovery.
- Financial Performance Analysis: Macy's net income fell by 14% to $643 million under GAAP, reflecting the company's challenges in scaling down operations while facing fierce online competition, with future guidance suggesting a potential revenue drop to $21.4 billion in fiscal 2026.
- TJX Companies Dividend Growth: TJX announced a 13% increase in its quarterly dividend to $0.48 per share, marking the 29th dividend increase in the past 30 years, showcasing the company's stability and appeal in the retail sector.
- Market Outlook: Although TJX achieved a 7% growth in net sales to nearly $60.4 billion for fiscal 2026, management's guidance for fiscal 2027 indicates a conservative outlook with comparable sales growth projected at only 2% to 3%, reflecting uncertainties in the economic environment.
See More
Macy's Executives to Attend J.P. Morgan Retail Round Up
- Executive Participation: Macy's CEO Tony Spring and COO/CFO Tom Edwards will participate in the J.P. Morgan 12th Annual Retail Round Up on April 8, 2026, highlighting the company's leadership in the retail sector.
- Brand Influence: Macy's, through its iconic brands like Macy's, Bloomingdale's, and Bluemercury, continues to provide quality brands, reinforcing its trust and influence in the retail market.
- Digital Transformation: Headquartered in New York City, Macy's leverages its comprehensive digital and nationwide footprint to deliver a seamless shopping experience, enhancing customer satisfaction and loyalty.
- Investor Relations: Macy's ensures transparent communication through media and investor channels, enhancing interaction with investors and supporting the company's future growth strategy.
See More
MarketBeat Weekly Recap – March 23 to March 27
Market Trends: Following recent uncertainty, stocks have pulled back, with the Trump administration's pause in hostilities with Iran initially easing investor anxiety, but rising energy prices and inflation concerns are complicating the market outlook.
Investment Opportunities: Analysts are highlighting potential opportunities in various sectors, including energy stocks and companies like Advanced Micro Devices (AMD), which is expected to see growth due to strong institutional buying and planned product launches.
Stock Performance: Companies like Rivian Automotive and Tesla are under scrutiny, with Rivian showing quiet performance while Tesla faces regulatory challenges, impacting investor sentiment and stock prices.
Consumer Sector Insights: Retail stocks, particularly Gap and Macy's, are experiencing mixed reactions post-earnings reports, with some showing recovery while others face caution from investors regarding their future strategies.
See More
Wall Street Declines Amid Rising U.S.-Iran Tensions
- Market Decline: Wall Street ended lower on Thursday as investors monitored escalating U.S.-Iran tensions, with the Nasdaq Composite down 2.3%, the S&P 500 down 1.7%, and the Dow Jones Industrial Average down 1%, indicating market sensitivity to geopolitical risks.
- Madrigal Stock Surge: Madrigal Pharmaceuticals saw a 12% increase in stock price amid renewed speculation of a potential takeover, as traders cited a Betaville report indicating the company has hired advisers for talks with a buyer, reflecting optimistic market sentiment regarding its future.
- Macy's Mixed Results: Despite reporting positive early results from its Google Gemini-powered chatbot, Macy's stock dipped 0.5%, with data showing customers using the “Ask Macy’s” assistant spent approximately 4.75 times more than those who did not, suggesting cautious market sentiment about its long-term growth potential.
- Modular Medical Stock Split: Modular Medical announced a 1-for-30 reverse stock split effective March 31, 2026, aimed at raising its share price to meet Nasdaq's $1 minimum bid requirement, reducing outstanding shares from approximately 139.8 million to about 4.66 million, highlighting the company's commitment to maintaining its listing status.
See More
Macy's Sees Positive Results from Google Gemini Chatbot Tests
- Increased Customer Spending: Company data reveals that customers using the Ask Macy's chatbot spend approximately 4.75 times more than those who do not, indicating the AI assistant's effectiveness in enhancing customer expenditure.
- Visitor Testing: Macy's is testing the AI shopping assistant with about half of its website visitors, allowing customers to ask product questions in natural language and receive relevant guidance without leaving the site, thereby improving user experience.
- Retail Sector Trends: The retail industry overall has seen strong performance from AI chatbot implementations, with improved conversion rates on shopping sites and some companies successfully reducing customer service headcount, showcasing the broad application potential of AI technology.
- Stock Volatility: Despite the positive outcomes from Macy's AI tests, its stock dipped 0.5% in Thursday trading and has fallen over 16% year-to-date, reflecting market concerns about its long-term performance.
See More
