Simon Property Group Performance degli utili passati
Criteri Il passato verificati 4/6
Simon Property Group ha registrato una crescita degli utili a un tasso medio annuo di 15.2%, mentre il settore Retail REITs ha registrato utili in crescita a un tasso medio annuo di 13.1%. I ricavi sono stati in crescita a un tasso medio annuo di 6.3%. Il ritorno sul capitale proprio di Simon Property Group è 86.1% e ha margini netti di 70.5%.
Informazioni chiave
15.19%
Tasso di crescita degli utili
15.13%
Tasso di crescita dell'EPS
| Retail REITs Crescita del settore | 8.45% |
| Tasso di crescita dei ricavi | 6.29% |
| Rendimento del capitale proprio | 86.08% |
| Margine netto | 70.54% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaAggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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.Aggiornamento della narrazione • 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaSeeking 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 AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Simon Property Group guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 6,649 | 4,690 | 512 | 0 |
| 31 Dec 25 | 6,365 | 4,624 | 468 | 0 |
| 30 Sep 25 | 6,155 | 2,243 | 457 | 0 |
| 30 Jun 25 | 6,034 | 2,112 | 435 | 0 |
| 31 Mar 25 | 5,994 | 2,050 | 427 | 0 |
| 31 Dec 24 | 5,964 | 2,368 | 413 | 0 |
| 30 Sep 24 | 5,909 | 2,448 | 399 | 0 |
| 30 Jun 24 | 5,839 | 2,567 | 388 | 0 |
| 31 Mar 24 | 5,751 | 2,560 | 381 | 0 |
| 31 Dec 23 | 5,659 | 2,280 | 373 | 0 |
| 30 Sep 23 | 5,531 | 2,206 | 356 | 0 |
| 30 Jun 23 | 5,436 | 2,151 | 349 | 0 |
| 31 Mar 23 | 5,346 | 2,161 | 332 | 0 |
| 31 Dec 22 | 5,291 | 2,136 | 327 | 0 |
| 30 Sep 22 | 5,216 | 1,966 | 329 | 0 |
| 30 Jun 22 | 5,196 | 2,107 | 345 | 0 |
| 31 Mar 22 | 5,171 | 2,227 | 343 | 0 |
| 31 Dec 21 | 5,115 | 2,246 | 329 | 0 |
| 30 Sep 21 | 4,920 | 2,015 | 325 | 0 |
| 30 Jun 21 | 4,684 | 1,481 | 289 | 0 |
| 31 Mar 21 | 4,490 | 1,117 | 270 | 0 |
| 31 Dec 20 | 4,602 | 1,109 | 293 | 0 |
| 30 Sep 20 | 4,960 | 1,348 | 302 | 0 |
| 30 Jun 20 | 5,314 | 1,746 | 335 | 0 |
| 31 Mar 20 | 5,648 | 1,987 | 371 | 0 |
| 31 Dec 19 | 5,671 | 2,098 | 375 | 0 |
| 30 Sep 19 | 5,635 | 2,301 | 366 | 0 |
| 30 Jun 19 | 5,607 | 2,313 | 357 | 0 |
| 31 Mar 19 | 5,598 | 2,365 | 345 | 0 |
| 31 Dec 18 | 5,645 | 2,437 | 334 | 0 |
| 30 Sep 18 | 5,594 | 2,295 | 369 | 0 |
| 30 Jun 18 | 5,611 | 2,253 | 368 | 0 |
| 31 Mar 18 | 5,587 | 2,088 | 374 | 0 |
| 31 Dec 17 | 5,527 | 1,945 | 338 | 0 |
| 30 Sep 17 | 5,539 | 1,768 | 395 | 0 |
| 30 Jun 17 | 5,492 | 1,759 | 407 | 0 |
| 31 Mar 17 | 5,444 | 1,832 | 409 | 0 |
| 31 Dec 16 | 5,435 | 1,836 | 405 | 0 |
| 30 Sep 16 | 5,388 | 1,833 | 402 | 0 |
| 30 Jun 16 | 5,351 | 1,749 | 400 | 0 |
| 31 Mar 16 | 5,387 | 1,766 | 408 | 0 |
| 31 Dec 15 | 5,258 | 1,824 | 389 | 0 |
| 30 Sep 15 | 5,174 | 1,837 | 386 | 0 |
| 30 Jun 15 | 5,089 | 1,669 | 389 | 0 |
Guadagni di qualità: SPG ha un grande una tantum guadagno di $2.8B che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di SPG (70.5%) SPG sono più alti rispetto allo scorso anno (34.2%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di SPG sono cresciuti del 15.2% all'anno negli ultimi 5 anni.
Accelerare la crescita: La crescita degli utili di SPG nell'ultimo anno ( 128.8% ) supera la media quinquennale ( 15.2% all'anno).
Guadagni vs Settore: La crescita degli utili SPG nell'ultimo anno ( 128.8% ) ha superato la percentuale del settore Retail REITs 38.2%.
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 86.08% ) di SPG sia eccezionale, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/26 21:43 |
| Prezzo dell'azione a fine giornata | 2026/05/26 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Simon Property Group, Inc. è coperta da 43 analisti. 10 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Richard Hightower | Barclays |
| William Acheson | Benchmark Company |