Loading...
SPG logo

Simon Property Group, Inc.Informe acción NYSE:SPG

Capitalización bursátil US$76.1b
Precio de las acciones
US$203.71
US$208.55
2.3% infravalorado descuento intrínseco
1Y28.2%
7D0.02%
Valor de la cartera
Ver

Simon Property Group, Inc.

Informe acción NYSE:SPG

Capitalización de mercado: US$76.1b

SPG Community Fair Values

Create Narrative

See what 84 others think this stock is worth. Follow their fair value or set your own to get alerts.

Competidores de Simon Property Group, Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Simon Property Group
Precios históricos de las acciones
Precio actual de la acciónUS$203.71
Máximo en las últimas 52 semanasUS$208.28
Mínimo de 52 semanasUS$155.44
Beta1.4
Cambio en 1 mes9.21%
Variación en 3 meses6.48%
Cambio de 1 año28.22%
Variación en 3 años88.88%
Variación en 5 años65.73%
Variación desde la OPV805.38%

Noticias y actualizaciones recientes

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.

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.

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.

Recent updates

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.

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.

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.

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.

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.

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

Feb 18

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.

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.

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.

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.

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.

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.

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.

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.

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.

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

Apr 17

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

Mar 24

Simon Property Group: Price Drop Creates Opportunity

Mar 13

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

Feb 06

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

Jan 17

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

Dec 12

Simon Property Group Is Still Undervalued

Nov 14

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

Nov 04

Simon Property Group: The Rebirth Of Malls Is Experiential

Oct 24

Simon Property Group: Cheap Dividend Growth

Sep 23

Simon Property Group: Why Momentum Might Be In The Cards

Sep 03

Simon Property Group: Not The Best Investment At This Point

Aug 18

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

Jul 13

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

Jun 07

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

May 07

Simon Property: Time To Take Some Profit

Apr 21

I Added Simon Property Group's 5.4% Dividend Yield To My Shopping

Apr 15

Simon Property Group: I'd Be Careful Here Due To Valuation (Rating Downgrade)

Mar 24

Simon Property Group: Strong Fundamentals Make This REIT A Buy And Hold

Mar 18

Rentabilidad de los accionistas

SPGUS Retail REITsMercado US
7D0.02%-0.2%0.6%
1Y28.2%17.9%28.7%

Rentabilidad vs. Industria: SPG superó a la industria US Retail REITs, que obtuvo un rendimiento del 17.9% el año pasado.

Rentabilidad vs. Mercado: SPG igualó el mercado US, que obtuvo un rendimiento del 28.7% el año pasado.

Volatilidad de los precios

Is SPG's price volatile compared to industry and market?
SPG volatility
SPG Average Weekly Movement3.1%
Retail REITs Industry Average Movement2.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.2%
10% least volatile stocks in US Market3.3%

Precio estable de las acciones: SPG no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de SPG (3%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
19603,350Eli Simonwww.simon.com

Simon Property Group, Inc. (NYSE:SPG) es un fondo de inversión inmobiliaria ("REIT") autoadministrado y autogestionado. Simon Property Group, L.P., o la Sociedad Operativa, es nuestra filial mayoritaria que posee todas nuestras propiedades inmobiliarias y otros activos. En este paquete, los términos Simon, nosotros, nuestro, o la Compañía se refieren a Simon Property Group, Inc, la Sociedad Operativa, y sus filiales.

Resumen de fundamentos de Simon Property Group, Inc.

¿Cómo se comparan los beneficios e ingresos de Simon Property Group con su capitalización de mercado?
Estadísticas fundamentales de SPG
Capitalización bursátilUS$76.14b
Beneficios(TTM)US$4.62b
Ingresos (TTM)US$6.36b
14.3x
Ratio precio-beneficio (PE)
10.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de SPG
IngresosUS$6.36b
Coste de los ingresosUS$1.15b
Beneficio brutoUS$5.21b
Otros gastosUS$588.21m
BeneficiosUS$4.62b

Últimos beneficios comunicados

Dec 31, 2025

Próxima fecha de beneficios

May 11, 2026

Beneficios por acción (BPA)14.24
Margen bruto81.90%
Margen de beneficio neto72.66%
Ratio deuda/patrimonio424.2%

¿Cómo se ha desempeñado SPG a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

4.3%
Rentabilidad actual por dividendo
60%
Ratio de pagos

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/04/30 09:53
Precio de las acciones al final del día2026/04/30 00:00
Beneficios2025/12/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Simon Property Group, Inc. está cubierta por 43 analistas. 8 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Jacob KilsteinArgus Research Company
Richard HightowerBarclays
William AchesonBenchmark Company