Simon Property Group, Inc.

NYSE:SPG Lagerbericht

Marktkapitalisierung: US$77.7b

Simon Property Group Ausschüttungen und Rückkäufe

Zukünftiges Wachstum Kriterienprüfungen 5/6

Simon Property Group ist ein dividendenzahlendes Unternehmen mit einer aktuellen Rendite von 4.4%, die durch die Erträge gut gedeckt ist. Das nächste Zahlungsdatum ist am 30th June, 2026 mit einem Ex-Dividenden-Datum von 9th June, 2026.

Wichtige Informationen

4.4%

Dividendenausschüttung

0.5%

Rückkaufsrendite

Gesamte Aktionärsrendite4.9%
Zukünftige Dividendenrendite4.7%
Wachstum der Dividende2.0%
Nächster Dividendenzahlungstermin30 Jun 26
Ex-Dividendendatum09 Jun 26
Dividende pro Aktien/a
Ausschüttungsquote59%

Jüngste Updates zu Dividenden und Rückkäufen

Recent updates

Narrativ-Update • Apr 23

SPG: Future Returns Will Reflect Healthy Malls Buybacks And Leadership Change Risks

Analysts have nudged their blended price target for Simon Property Group higher to $208.55 from $206.30. This reflects recent research that points to updated retail REIT models after Q4 results, stronger mall operating metrics and a reassessment of valuation across the group.
Narrativ-Update • Apr 05

SPG: Future Returns Will Reflect Strong Malls Buybacks And Leadership Transition

Simon Property Group's fair value estimate edges up to $206.30 from $206.15, reflecting analysts' higher price targets across the Street as they refresh models after Q4 retail REIT updates and factor in solid operating metrics along with modest adjustments to discount rates and future P/E assumptions. Analyst Commentary Recent research updates cluster on the positive side for Simon Property Group, with most firms lifting price targets following Q4 retail REIT reporting and model refreshes.
Narrativ-Update • Mar 22

SPG: Future Returns Will Reflect Strong Mall Fundamentals And New Buyback Program

Analysts have nudged the fair value estimate for Simon Property Group to $206.15 from $205.40, reflecting a series of higher price targets across the Street that are supported by updated retail REIT models, firmer operating metrics, and expectations for steadier revenue growth despite slightly lower profit margin assumptions. Analyst Commentary Recent Street research on Simon Property Group reflects a generally constructive stance on the stock, with higher fair value and price targets supported by updated REIT models, refreshed mall sector views, and revised funds from operations assumptions.
Narrativ-Update • Mar 07

SPG: Future Returns Will Reflect Mall Strength And Mixed 2026 REIT Sentiment

Analysts have nudged their blended fair value estimate for Simon Property Group to about $205 from roughly $202, reflecting updated Q4 models that factor in slightly lower discount rates, modestly higher revenue growth assumptions, a revised profit margin outlook, and Street price target increases across several firms. Analyst Commentary Recent Street research on Simon Property Group has centered on refreshed models after Q4 reporting season, updated views on mall operating metrics, and shifting expectations for the broader retail REIT group.
Narrativ-Update • Feb 20

SPG: Future Returns Will Balance Redevelopment Progress And Mixed 2026 REIT Outlook

Our analyst fair value estimate for Simon Property Group has been nudged up by $1.70 to $201.75. This reflects updated modeling as analysts lift price targets following recent sector wide REIT revisions and company specific reassessments around revenue growth, profitability, and forward P/E assumptions.
Seeking Alpha • Feb 18

Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already

Summary Simon Property Group demonstrates resilience with strong fundamentals, but current valuation reflects recent outperformance, supporting a reiterated Hold rating. SPG's 2025 performance is solid, with NOI up 4.7% and robust international expansion, though 2026 growth is expected to moderate. Balance sheet strength is evident with $9B liquidity, 5.0x leverage, a $2B buyback program, and a well-covered 67% dividend payout ratio. Risks include potential recession impacts, occupancy rate slippage, and limited upside as SPG trades near its $201 price target. Read the full article on Seeking Alpha
Narrativ-Update • Feb 06

SPG: Future Returns Will Reflect Redevelopment And Balanced 2026 REIT Sector Views

Analysts have nudged their price target for Simon Property Group higher to $200.05 from $197.15, citing updated assumptions around modestly stronger revenue growth, a slightly higher discount rate, stable profit margins, and a somewhat lower future P/E multiple, informed by a series of recent target increases across major firms. Analyst Commentary Recent research on Simon Property Group has become more active, with several firms adjusting price targets and, in some cases, ratings as they refresh models for 2026 and incorporate the latest sector views on U.S. REITs. Bullish Takeaways Bullish analysts are lifting price targets into a range that now stretches above the current blended target, reflecting updated assumptions on revenue and profitability that they see as supportive of Simon's valuation.
Narrativ-Update • Jan 23

SPG: Future Returns Will Reflect Redevelopment And Mixed Analyst 2026 REIT Outlook

Analysts have nudged our fair value estimate for Simon Property Group up by about US$3 to US$197.15, reflecting slightly higher assumptions for revenue growth, profit margins, and future P/E after a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Simon Property Group has centered on refreshed price targets for 2026 and updated sector views within the REIT universe.
Narrativ-Update • Jan 09

SPG: Future Returns Will Reflect Redevelopment Progress And Anticipated 2026 REIT Turnaround

Narrative Update Our analyst price target framework for Simon Property Group now points to a fair value of US$194.05, a modest US$0.60 adjustment. This reflects analysts factoring in updated REIT models and recent target increases from several firms, which are tied to expectations for a sector turnaround and solid Q3 earnings season commentary.
Narrativ-Update • Dec 15

SPG: Future Performance Will Reflect Redevelopment Progress And Measured Premium Mall Expansion

Analysts have nudged their consolidated price target for Simon Property Group modestly higher, with multiple firms lifting estimates in the roughly $6 to $10 per share range to reflect strong Q3 REIT earnings, updated sector models, and improved expectations following recent capital markets activity and transactions. Analyst Commentary Recent Street research reflects a generally constructive outlook on Simon Property Group, with several bullish analysts lifting price targets into the high $180s to low $200s range as they refresh sector models following Q3 results and capital markets activity.
Narrativ-Update • Dec 01

SPG: Recent Earnings And Premium Retail Expansion Will Shape Share Performance

Analysts have modestly raised their price target for Simon Property Group from $192 to $193.45. This reflects recent upward adjustments in sector models following strong earnings and ongoing positive momentum in real estate investment trusts.
Narrativ-Update • Nov 17

SPG: New Luxury Project And Dividend Boost Will Influence Investor Sentiment

Analysts have raised their price target for Simon Property Group from $188.40 to $192.00. This reflects recent positive updates to sector models and company fundamentals.
Narrativ-Update • Nov 03

SPG: Recent Capital Markets Moves Will Shape Mixed-Use Retail Direction

Simon Property Group's analyst price target rose modestly to $188.40 per share from $186.45. Analysts cited recent refinements based on updated earnings projections, profit margins, and adjustments to broader sector valuation models.
Narrativ-Update • Sep 27

Urban Redevelopment Will Boost Mixed-use Retail Appeal

Analysts raised Simon Property Group’s price target due to stronger Q2 results, improved capital markets activity, and higher near-term FFO estimates, despite some valuation and macro concerns, resulting in a modest increase in consensus fair value from $184.55 to $186.45. Analyst Commentary Bullish analysts raised price targets citing recent capital markets activity, positive transactions, and Q2 2025 business refinements impacting forward guidance.
Narrativ-Update • Sep 12

Urban Redevelopment Will Boost Mixed-use Retail Appeal

Simon Property Group’s consensus price target saw a modest upward revision to $184.55 as analysts updated FY25/FY26 FFO estimates following strong Q2 results and sector-wide REIT outperformance, while some valuation-based downgrades reflect caution amidst macro risks. Analyst Commentary Price target increases by bullish analysts reflect updated FY25 and FY26 Funds From Operations (FFO) estimates following solid Q2 results.
Seeking Alpha • Apr 17

Simon Property Group: Price Drop Is A Major Opportunity For Long-Term Investors

Summary Simon Property Group remains attractive for long-term dividend investors despite recent market volatility and recently hitting a 52-week low share price of $136.34. SPG's strong fundamentals, premium malls in affluent locations, and international expansion position it for growth, with a projected 2.3% FFO growth rate in 2025. The REIT's A-rated balance sheet, robust liquidity, and conservative 62% payout ratio ensure dividend safety and flexibility amid potential economic slowdowns. Trading at a forward P/FFO multiple of 11.82x, SPG offers a well-covered dividend, expansion potential, and strong fundamentals, making it a buy for long-term investors. Read the full article on Seeking Alpha
Seeking Alpha • Mar 24

Simon Property Group: 5.2% Dividend Yield As U.S. Recession Fears Spike

Summary Simon Property Group offers a 5.2% dividend yield that is 148% covered by the low end of its FFO guidance range for 2025. The 15% pullback possibly presents a buying opportunity in a REIT with a fortress balance sheet and healthy retail demand for its Class A malls. SPG boasts $10.1 billion in liquidity, declining long-term debt, and excess free cash flow, supporting potential investments despite economic slowdown risks. With a well-diversified tenant base and positive credit outlook, SPG remains in a strong position amid US recession fears, though retail REIT sentiment may suffer. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Simon Property Group: Price Drop Creates Opportunity

Summary Simon Property Group remains an attractive investment due to its strong dividend yield, robust cash flows, and high occupancy rates, despite recent price drops. SPG's Q4 earnings show solid performance with FFO per share at $3.35, supporting a 5% dividend yield and indicating potential for future dividend raises. The portfolio's high occupancy rates and strategic developments, including new international projects and mixed-use developments, ensure continued growth and resilience. Valuation analysis suggests a 12% upside potential, with a total return potential of 17% when including the 5% dividend yield, making SPG a compelling buy. Read the full article on Seeking Alpha
Seeking Alpha • Feb 06

Simon Property Group: The Mall Isn't Dead After Strong Earnings And Continued Dividend Increases

Summary Simon Property Group delivered a top-line beat of $170 million and increased its quarterly dividend, showcasing strong performance in a post-pandemic environment. SPG's occupancy rates and base minimum rent per sq foot are rising, indicating high demand for physical retail spaces despite e-commerce growth. SPG's price to FFO ratio is attractive compared to peers, and the dividend yield of 4.85% is well-covered, suggesting potential for future increases. I remain bullish on SPG for 2025, expecting continued capital appreciation and income generation as the company proves the resilience of Class A malls. Read the full article on Seeking Alpha
Seeking Alpha • Jan 17

SPG: The Common Shares Are Our Preferred Choice, Though They Are No Longer A Bargain

Summary Simon Property Group's fundamentals remain solid, with increased leasing volumes, higher occupancy, and positive retail sales, but e-commerce competition and high interest rates pose risks. The company's online platform, ShopSimon, shows potential but requires significant growth to impact overall performance, currently lagging behind major e-commerce players. Simon's $4 billion development pipeline, including residential projects, and strategic tenant swaps aim to enhance long-term growth despite challenges in physical retail. Given current valuations and increased risks, Simon Property Group's common shares are rated "Hold," while preferred shares SPG-J are seen as overvalued. Read the full article on Seeking Alpha
Seeking Alpha • Dec 12

Simon Property Group: Still An Opportunistic Buy For Long-Term Investors

Summary Simon Property Group's strong fundamentals, frequent dividend increases, and high-quality property locations in affluent areas support a buy rating with potential upside over the next 12-24 months. Despite a 39.27% increase this year, SPG remains attractively valued compared to peers, with a forward P/FFO multiple of 14.14x and a potential price target of $204. SPG's robust Q3 performance, with increased FFO and revenue, along with strong leasing volumes and occupancy rates, indicates continued growth and resilience. The company's enhanced balance sheet, including $11.1 billion in liquidity and strategic debt management, ensures financial stability and capacity for future acquisitions and developments. Read the full article on Seeking Alpha
Seeking Alpha • Nov 14

Simon Property Group Is Still Undervalued

Summary Simon Property Group is trading at a discount despite improved fundamentals, making it an attractive investment opportunity with strong earnings growth potential. Malls are regaining popularity, especially among Gen Z, leading to higher occupancy rates and increased lease rates for SPG. SPG's financials have fully rebounded post-COVID, with NOI, dividends, and earnings surpassing pre-pandemic levels, yet the stock remains undervalued. With a favorable leasing environment and solid growth prospects, SPG is poised for stable 4%-5% growth, justifying a fair value multiple of 18X Real Estate FFO. Read the full article on Seeking Alpha
Seeking Alpha • Nov 04

Simon Property Group: Inexpensive And Still Increasing The Dividend Yielding Around 5%

Summary Simon Property Group continues to increase its occupancy levels and has exceeded 95% for the past 5 quarters. SPG finished signing 1,200 leases in Q3 bringing their total to around 3,900 in the first 9-months of 2024 with another 1,800 in the pipeline. Increased occupancy rates and more leased space should be a combination that allows SPG to drive further revenue and FFO growth leading to future dividend increases. Read the full article on Seeking Alpha
Seeking Alpha • Oct 24

Simon Property Group: The Rebirth Of Malls Is Experiential

Summary Simon Property Group remains a buy due to strong occupancy, robust financials, and a well-supported dividend yield of 4.7%. SPG's diverse portfolio and strategic investments in experiential properties position it well to capitalize on changing consumer habits and future growth. Despite high debt, SPG's strong cash position and favorable interest rate environment enhance its financial stability and growth prospects. The valuation is attractive, with a price to AFFO ratio below the sector median, and potential interest rate cuts could serve as a growth catalyst. Read the full article on Seeking Alpha
Seeking Alpha • Sep 23

Simon Property Group: Cheap Dividend Growth

Summary Simon Property Group offers a well-covered dividend at a high yield and trades at a discount to NAV, making it attractive for both dividend and value investors. Its diverse portfolio, strong market dynamics, and operating performance support its favorable outlook and growth potential in the retail real estate sector. Despite high leverage, SPG's strong liquidity and low weighted average interest rate mitigate refinancing and debt expense risks. Read the full article on Seeking Alpha
Seeking Alpha • Sep 03

Simon Property Group: Why Momentum Might Be In The Cards

Summary Simon Property Group, Inc.'s market value has surged by more than 45% year-over-year, raising the possibility of mean reversion. However, I think additional momentum is in play. The REIT's portfolio features high-quality anchors and Veblen goods retailers, likely enhancing its demand and pricing power. Despite economic uncertainties, Simon Property Group's strong tenant base and investment-grade attributes position it for secular growth. Lower interest rates may benefit Simon Property Group's funding structure. A peer-based analysis of Simon Property Group's multiples and dividend metrics conveys positivity. Read the full article on Seeking Alpha
Seeking Alpha • Aug 18

Simon Property Group: Not The Best Investment At This Point

Summary Simon Property Group reported second quarter results and is still growing in the single digits and with a solid pace. Additionally, base minimum rent and occupancy rates are also improving. However, the looming recession should make us rather cautious, and the stock seems to be a bit overvalued at this point. Read the full article on Seeking Alpha
Seeking Alpha • Jul 13

Simon Property Group: Still In My Portfolio But Certainly Not Adding More

Summary My last article on Simon Property Group was issued in March 2020. The thesis was bullish and the returns have reached 280%. While I continue to hold SPG in my portfolio, I do not think that it is a sound idea to carry a notable exposure in this REIT. In the article I elaborate on the key reasons why I consider SPG a decent dividend stock but with unattractive return profile. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Simon Property Group Can Go Higher After Increased Dividend And 2024 Guidance

Summary Simon Property Group has seen a 40.86% increase in shares over the past year, proving the demand for physical retail. SPG's occupancy rate is above 95% and the base minimum rent per sq foot continues to increase, driving value for shareholders. Despite the potential risks of a credit crunch and a recession, SPG's strong financials and leasing activity make it an attractive investment. Read the full article on Seeking Alpha
Seeking Alpha • May 07

Simon Property Group Q1 Results: A 'Hold' Due To Its Premium Valuation

Summary Simon Property Group reported positive Q1 2024 earnings, beating market expectations for revenue and FFO. Simon Property's occupancy rate remains strong at 95.5%, indicating the resilience of its business model in the retail sector. SPG raised its FFO guidance and quarterly dividend, but its premium valuation still suggests a "Hold" recommendation. Read the full article on Seeking Alpha
Seeking Alpha • Apr 21

Simon Property: Time To Take Some Profit

Summary This article downgrades my rating on Simon Property Group stock from a buy to a hold due to recent developments. The bullish catalysts I saw in 2023 have largely run their course. The performance rebound has already occurred, with occupancy levels reaching my expected range. Valuation discounts have disappeared and the company's leverage has become more concerning. Read the full article on Seeking Alpha

Kommende Dividendenausschüttung

HeuteMay 24 2026Ex-Dividende DatumJun 09 2026Datum der DividendenzahlungJun 30 202621 days ab Ex-DividendeKaufen Sie in den nächsten 15 days, um die kommende Dividende zu erhalten

Stabilität und Wachstum des Zahlungsverkehrs

Rufe Dividendendaten ab

Stabile Dividende: SPGDie Dividende je Aktie war in den letzten 10 Jahren stabil.

Wachsende Dividende: SPGDie Dividendenzahlungen des Unternehmens sind in den letzten 10 Jahren gestiegen.

Dividendenrendite im Vergleich zum Markt

Simon Property Group Dividendenrendite im Vergleich zum Markt
Wie sieht die Dividendenrendite von SPG im Vergleich zum Markt aus?
SegmentDividendenrendite
Unternehmen (SPG)4.4%
Untere 25 % des Marktes (US)1.4%
Markt Top 25 % (US)4.2%
Branchendurchschnitt (Retail REITs)4.5%
Analystenprognose (SPG) (bis zu 3 Jahre)4.7%

Bemerkenswerte Dividende: SPGDie Dividende des Unternehmens (4.4%) ist höher als die der untersten 25% der Dividendenzahler auf dem US Markt (1.41%).

Hohe Dividende: SPGDie Dividende des Unternehmens (4.4%) gehört zu den besten 25% der Dividendenzahler auf dem US Markt (4.24%)

Gewinnausschüttung an die Aktionäre

Abdeckung der Erträge: Mit einer angemessenen Ausschüttungsquote (59.2%) sind die Dividendenzahlungen von SPG durch die Gewinne gedeckt.

Barausschüttung an die Aktionäre

Cashflow-Deckung: Mit seiner hohen Ausschüttungsquote (106%) sind die Dividendenzahlungen von SPG nicht ausreichend durch den Cashflow gedeckt.

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/24 14:50
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Simon Property Group, Inc. wird von 43 Analysten beobachtet. 10 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Jacob KilsteinArgus Research Company
Richard HightowerBarclays
William AchesonBenchmark Company