Simon Property Group (SPG) Resumen de Acciones
Simon Property Group, Inc. es un fondo de inversión inmobiliaria (REIT) autoadministrado y autogestionado. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 4/6 |
| Salud financiera | 2/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
SPG Community Fair Values
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Analyst Price Targets
Competidores de Simon Property Group, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$218.77 |
| Máximo en las últimas 52 semanas | US$229.59 |
| Mínimo de 52 semanas | US$159.33 |
| Beta | 1.33 |
| Cambio en 1 mes | -0.12% |
| Variación en 3 meses | 9.00% |
| Cambio de 1 año | 35.25% |
| Variación en 3 años | 80.38% |
| Variación en 5 años | 75.72% |
| Variación desde la OPV | 872.31% |
Noticias y actualizaciones recientes
Actualización de narrativa • Jun 30
SPG: Future Returns Will Balance Higher Dividends With Rich Pricing Risk
The analyst price target for Simon Property Group has been increased by about $5 to $219. Analysts attribute this change to expectations of slightly stronger revenue growth, modestly higher profit margins, and a somewhat higher future P/E in their updated models.Seeking Alpha • Jun 22
Simon Property Group: Looks Priced To Perfection With No Margin Of Safety
Summary Simon Property Group delivered robust Q1 results, raising full-year FFO guidance and demonstrating strong leasing and portfolio growth. SPG's balance sheet remains a core strength, with A credit rating, low leverage at 5.0x, and high fixed-rate debt, supporting future flexibility. The current valuation at 16.01x forward P/FFO appears fully priced, limiting near-term upside and exposing shares to downside risk amid macro uncertainty. I recommend waiting for a 15-20% pullback, ideally below $180, to achieve a margin of safety before adding to or initiating a position. Read the full article on Seeking AlphaActualización de narrativa • Jun 13
SPG: Future Returns Will Reflect Higher Dividend Payouts And Leadership Transition Uncertainty
The analyst price target for Simon Property Group edges up by $1 to $214.55 as analysts factor in updated FFO estimates, modestly higher fair value, and refreshed models following recent conference takeaways and Q1 results. Analyst Commentary Recent research updates on Simon Property Group focus on refreshed FFO modeling, Q1 results, and sector wide revisions for U.S. retail REITs. The new US$214.55 average price target sits within a tight range of individual targets from US$199 to US$217, with most analysts maintaining neutral or equal weight type ratings.Recent updates
Actualización de narrativa • Jun 30
SPG: Future Returns Will Balance Higher Dividends With Rich Pricing Risk
The analyst price target for Simon Property Group has been increased by about $5 to $219. Analysts attribute this change to expectations of slightly stronger revenue growth, modestly higher profit margins, and a somewhat higher future P/E in their updated models.Seeking Alpha • Jun 22
Simon Property Group: Looks Priced To Perfection With No Margin Of Safety
Summary Simon Property Group delivered robust Q1 results, raising full-year FFO guidance and demonstrating strong leasing and portfolio growth. SPG's balance sheet remains a core strength, with A credit rating, low leverage at 5.0x, and high fixed-rate debt, supporting future flexibility. The current valuation at 16.01x forward P/FFO appears fully priced, limiting near-term upside and exposing shares to downside risk amid macro uncertainty. I recommend waiting for a 15-20% pullback, ideally below $180, to achieve a margin of safety before adding to or initiating a position. Read the full article on Seeking AlphaActualización de narrativa • Jun 13
SPG: Future Returns Will Reflect Higher Dividend Payouts And Leadership Transition Uncertainty
The analyst price target for Simon Property Group edges up by $1 to $214.55 as analysts factor in updated FFO estimates, modestly higher fair value, and refreshed models following recent conference takeaways and Q1 results. Analyst Commentary Recent research updates on Simon Property Group focus on refreshed FFO modeling, Q1 results, and sector wide revisions for U.S. retail REITs. The new US$214.55 average price target sits within a tight range of individual targets from US$199 to US$217, with most analysts maintaining neutral or equal weight type ratings.Actualización de narrativa • May 30
SPG: Future Returns Will Reflect Healthy Malls Dividend Strength And Leadership Transition Risks
Narrative Update: Simon Property Group Analysts have nudged the updated price target for Simon Property Group higher to $213.55 from $208.55, citing refreshed models after recent Q1 reports across retail REITs and adjustments to estimates that reflect changes in growth, margins, and P/E assumptions. Analyst Commentary Street research around Simon Property Group has been active, with a series of updated price targets and refreshed models following recent Q4 and Q1 reporting periods across retail REITs. Most of these moves center on adjustments to estimates for net operating income, interest expense, and P/E assumptions, which feed directly into revised valuation views.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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.Actualización de narrativa • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRentabilidad de los accionistas
| SPG | US Retail REITs | Mercado US | |
|---|---|---|---|
| 7D | -3.2% | -1.7% | 0.7% |
| 1Y | 35.3% | 22.1% | 20.6% |
Rentabilidad vs. Industria: SPG superó a la industria US Retail REITs, que obtuvo un rendimiento del 22.1% el año pasado.
Rentabilidad vs. Mercado: SPG superó al mercado US, que obtuvo un rendimiento del 20.6% el año pasado.
Volatilidad de los precios
| SPG volatility | |
|---|---|
| SPG Average Weekly Movement | 2.9% |
| Retail REITs Industry Average Movement | 2.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.2% |
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
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 1960 | 3,350 | Eli Simon | www.simon.com |
Simon Property Group, Inc. es un fondo de inversión inmobiliaria (REIT) autoadministrado y autogestionado. Simon Property Group, L.P., o la Sociedad Operativa, es nuestra filial mayoritaria, propietaria de 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.
| Estadísticas fundamentales de SPG | |
|---|---|
| Capitalización bursátil | US$83.21b |
| Beneficios(TTM) | US$4.69b |
| Ingresos (TTM) | US$6.65b |
15.1x
Ratio precio-beneficio (PE)10.7x
Ratio precio-ventas (PS)¿Está SPG sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de SPG | |
|---|---|
| Ingresos | US$6.65b |
| Coste de los ingresos | US$1.22b |
| Beneficio bruto | US$5.42b |
| Otros gastos | US$733.92m |
| Beneficios | US$4.69b |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
Aug 10, 2026
| Beneficios por acción (BPA) | 14.46 |
| Margen bruto | 81.58% |
| Margen de beneficio neto | 70.54% |
| Ratio deuda/patrimonio | 445.9% |
¿Cómo se ha desempeñado SPG a largo plazo?
Ver rendimiento histórico y comparativaDividendos
4.1%
Rentabilidad actual por dividendo59%
Ratio de pagosAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/12 00:43 |
| Precio de las acciones al final del día | 2026/07/10 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* 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 contamos con 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 42 analistas. 9 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.
| Analista | Institución |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Richard Hightower | Barclays |
| William Acheson | Benchmark Company |