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The Macerich Company (MAC) Q4 2025 Earnings Call Transcript

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⚡ Quantum Brief
Macerich’s Q4 2025 earnings call was held February 18, 2026, led by CEO Jackson Hsieh and CFO Daniel Swanstrom, detailing financial performance and strategic updates for the retail real estate firm. The company issued forward-looking statements under the Private Securities Litigation Reform Act, cautioning investors about potential risks and uncertainties affecting projections, as outlined in SEC filings. Key executives, including leasing head Doug Healey and asset management VP Brad Miller, addressed analyst questions on occupancy rates, tenant demand, and portfolio optimization amid evolving retail trends. Analysts from firms like Green Street Advisors, BofA Securities, and Goldman Sachs participated, probing financial health, leasing strategies, and adaptive reuse initiatives in Macerich’s high-profile properties. The call emphasized transparency, with reconciliations of earnings metrics provided, signaling a focus on investor confidence and operational resilience in a shifting commercial real estate landscape.
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SA Transcripts158.48K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call The Macerich Company (MAC) Q4 2025 Earnings Call February 18, 2026 5:00 PM EST Company Participants Alexandra Johnstone - Vice President of Finance & Investor RelationsJackson Hsieh - President, CEO & DirectorDoug Healey - Senior EVP & Head of LeasingDaniel Swanstrom - CFO, Treasurer & Senior EVPBrad Miller - Senior Vice President of Asset Management Conference Call Participants Vince Tibone - Green Street Advisors, LLC, Research DivisionAndrew Reale - BofA Securities, Research DivisionMichael Griffin - Evercore ISI Institutional Equities, Research DivisionFloris Gerbrand Van Dijkum - Ladenburg Thalmann & Co. Inc., Research DivisionHaendel St. Juste - Mizuho Securities USA LLC, Research DivisionTodd Thomas - KeyBanc Capital Markets Inc., Research DivisionRonald Kamdem - Morgan Stanley, Research DivisionCraig Mailman - Citigroup Inc., Research DivisionGreg McGinniss - Scotiabank Global Banking and Markets, Research DivisionOmotayo Okusanya - Deutsche Bank AG, Research DivisionAlexander Goldfarb - Piper Sandler & Co., Research DivisionMichael Mueller - JPMorgan Chase & Co, Research DivisionCaitlin Burrows - Goldman Sachs Group, Inc., Research Division Presentation Operator Ladies and gentlemen, thank you for standing by. Welcome to the Fourth Quarter 2025 Macerich Earnings Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would like now to turn the conference over to Alexandra Johnstone, Vice President of Finance and Investor Relations. Please go ahead. Alexandra JohnstoneVice President of Finance & Investor Relations Thank you for joining us on our fourth quarter 2025 earnings call. During this call, we will make certain statements that may be deemed forward-looking within the meaning of the safe harbor of the Private Securities Litigation Reform Act of 1995, including statements regarding projections, plans or future expectations. Actual results may differ materially due to a variety of risks and uncertainties set forth in today's earnings results, supplemental and our SEC filings. Reconciliations of

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