View ValuationSimon Property Group 将来の成長Future 基準チェック /16Simon Property Groupの収益は年間14.1%で減少すると予測されていますが、年間収益は年間2.9%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に108.6% 14.9%なると予測されています。主要情報-14.1%収益成長率-14.88%EPS成長率Retail REITs 収益成長7.1%収益成長率2.9%将来の株主資本利益率108.64%アナリストカバレッジGood最終更新日09 Jun 2026今後の成長に関する最新情報お知らせ • May 12+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the year, the company estimates net income attributable to common stockholder per diluted share to be within a range of $6.61 to $6.76.お知らせ • Feb 03+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the period, the company estimates net income to be within a range of $6.87 to $7.12 per diluted share.お知らせ • Aug 05+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects estimated net income attributable to common stockholders per diluted share of $6.63 $6.83.すべての更新を表示Recent updatesReported Earnings • May 12First quarter 2026 earnings released: FFO per share: US$3.4 (vs US$3.08 in 1Q 2025)First quarter 2026 results: FFO per share: US$3.4 (up from US$3.08 in 1Q 2025). Revenue: US$1.76b (up 19% from 1Q 2025). Funds from operations (FFO): US$1.11b (up 10% from 1Q 2025). FFO margin: 63% (down from 68% in 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.お知らせ • May 12+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the year, the company estimates net income attributable to common stockholder per diluted share to be within a range of $6.61 to $6.76.お知らせ • Apr 15Simon Property Group, Inc. to Report Q1, 2026 Results on May 11, 2026Simon Property Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 11, 2026お知らせ • Apr 02Simon Property Group, Inc., Annual General Meeting, May 13, 2026Simon Property Group, Inc., Annual General Meeting, May 13, 2026.お知らせ • Mar 23+ 1 more updateSimon Property Group, Inc. Announces Chief Executive Officer ChangesSimon Property Group, Inc. announced the passing of David Simon, the Company's Chief Executive Officer, at the age of 64. Mr. Simon passed away on March 22, 2026 after a battle with cancer. David Simon's career stands as one of the most remarkable leadership stories in the history of American business. Over more than three decades, he took a regional family real estate enterprise and, through sheer force of vision, intellect, and will, built it into the undisputed global leader in retail real estate — a company that reshaped the industry and redefined what a real estate investment trust could become. David joined the Company's predecessor, Melvin Simon & Associates, as Chief Financial Officer in 1990, bringing with him the rigorous analytical training of a Wall Street investment banker first honed at First Boston Corporation and then at Wasserstein Perella & Co. In 1993, at just 31 years old, he orchestrated the Company's initial public offering on the New York Stock Exchange. Named Chief Executive Officer in 1995 at the age of 33, David became one of the youngest CEOs of a major publicly traded company in America. Over more than three decades, he took a regional family real estate enterprise and, through vision, intellect, and will, built it into the undisputed global leader in retail real estate. Under his leadership, Simon Property Group delivered a cumulative total shareholder return of more than 4,500% since its IPO. He was the architect of a series of transformative transactions that reshaped the competitive landscape of retail real estate. His acquisitions of DeBartolo Realty Corporation, Corporate Property Investors, Chelsea Property Group, the Mills Corporation, and Taubman Centers — among many others — were executed with a combination of strategic brilliance and financial discipline that became his hallmark. Each transaction strengthened the Company's portfolio and made it more efficient, expanded its reach and offerings to consumers, and reinforced its position as the unquestioned retail real estate industry leader. At the time of his passing, Simon Property Group owned or held interests in more than 250 properties comprising over 200 million square feet across North America, Europe, and Asia, generating billions in annual revenue.David's genius lay not only in assembling assets, but in elevating them. He understood, earlier and more clearly than anyone in his industry, that retail destinations had to evolve from transactional spaces into experiential ones. Under his direction, the Company has invested billions in redeveloping and reimagining its properties — creating premier shopping, dining, and entertainment destinations that became true community gathering places. This vision has ensured the enduring relevance and vitality of Simon's portfolio even as the retail real estate landscape has been hit with seismic change.His leadership during periods of crisis further revealed the depth of his character and capability. He steered the Company through the global financial crisis of 2008–2009, emerging with a stronger balance sheet and an expanded portfolio. When the COVID-19 pandemic shuttered retail properties worldwide in 2020, David moved with characteristic decisiveness — implementing safety protocols, supporting tenants, and positioning the Company for a rapid recovery that outpaced the broader industry. In every challenge, he saw opportunity; in every setback, he found a new path forward. David's strategic vision extended well beyond the borders of the United States. He served, until recently, as Chairman of the Supervisory Board of Klépierre. and served on the board of Apollo Global Management, Inc., reflecting the breadth of his influence across global business and finance. The Harvard Business Review recognized him as one of the world's best-performing CEOs in both 2010 and 2013, and Barron's Magazine bestowed the same distinction in 2013 — honors that only begin to capture the esteem in which he was held by his peers, investors, and the broader business community. Throughout his career, David maintained an industry-leading balance sheet, sustaining A/A3 credit ratings that reflected not only financial strength but the confidence that the capital markets placed in his stewardship. He returned billions of dollars to shareholders through consistent and growing dividends, while simultaneously reinvesting in the portfolio and pursuing strategic growth. It was a balancing act that few CEOs in any industry have managed with such sustained success. David Simon was a graduate of The Indiana University Kelley School of Business (B.S., 1983) and Columbia University's Graduate School of Business (M.B.A., 1985). Before joining the family enterprise, he distinguished himself as an investment banker specializing in mergers and acquisitions and leveraged buyouts — a foundation that equipped him with the financial acumen and deal-making instincts that became defining features of his leadership. Above all, David was a builder — of assets, of teams, of careers, and of an enduring institution. He cultivated a culture of excellence, accountability, and ambition that attracted and retained the finest talent in the industry. Countless executives and professionals credit David Simon with shaping their careers and setting the example of what great leadership looks like. His influence will be felt for generations to come. Effective March 23, 2026, the Board has appointed Eli Simon as its Chief Executive Officer. In addition, Eli will continue as Chief Operating Officer and Director. The Board expresses its full confidence in Eli's leadership skills and abilities to guide the Company forward. The Board is also confident with the forward vision, strength, depth, and capability of the executive management team that Eli will lead, and which he has garnered their unwavering respect and support.Declared Dividend • Mar 06Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.お知らせ • Feb 20Simon Property Group Announces Resignation of David Simon from Klépierre S.A. Supervisory Board Effective February 19, 2026Simon Property Group announced that David Simon has resigned from the Klépierre S.A. Supervisory Board effective February 19, 2026.お知らせ • Feb 11Simon Announces Transformational Redevelopment of the Current Neiman Marcus Space At Copley PlaceSimon announced a transformational redevelopment of the current Neiman Marcus space at Copley Place. This next chapter elevates the center's distinctive luxury retail mix and further cements Copley Place as the definitive destination for luxury shopping and dining in Boston. The new multi-level redevelopment will introduce a world-class roster of internationally recognized luxury retail brands and notable dining to Copley Place, including Casa Tua Cucina - the beloved Miami-born culinary marketplace, rooted in Italian heritage and offering globally inspired cuisine in a beautifully curated, open-kitchen setting and Estiatorio Milos - the globally acclaimed Greek seafood restaurant founded by Greek-born restaurateur Costas Spiliadis. Celebrated for its uncompromising commitment to the finest ingredients, Milos offers a refined yet approachable Greek dining experience, sourcing the freshest seafood and produce from local fishermen and farmers across Greece and the Mediterranean. The project will welcome additional luxury boutiques to be unveiled at a later date. These additions will join a thoughtfully assembled mix of luxury retail, including first to market Dolce & Gabbana, the expansions of FENDI and Tourneau, and recently opened LOEWE -- reinforcing a curated environment that distinguishes the center as Boston's destination for luxury and culinary excellence. Construction, which will include an updated architecturally stunning exterior remodeling, is expected to begin later this year with phased openings, including additional retail, dining, and wellness concepts, in 2028.Declared Dividend • Feb 07Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.お知らせ • Feb 06+ 1 more updateSimon Property Group, Inc. (NYSE:SPG) announces an Equity Buyback.Simon Property Group, Inc. (NYSE:SPG) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its common stock. The plan will be valid till February 29, 2028.Reported Earnings • Feb 05Full year 2025 earnings released: FFO per share: US$14.3 (vs US$14.96 in FY 2024)Full year 2025 results: FFO per share: US$14.3 (down from US$14.96 in FY 2024). Revenue: US$6.36b (up 6.6% from FY 2024). Funds from operations (FFO): US$4.66b (down 4.4% from FY 2024). FFO margin: 73% (down from 82% in FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.お知らせ • Feb 03+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the period, the company estimates net income to be within a range of $6.87 to $7.12 per diluted share.お知らせ • Jan 09Simon Property Group, Inc. to Report Q4, 2025 Results on Feb 02, 2026Simon Property Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 02, 2026お知らせ • Dec 02Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) acquired Esplanade Aventura retail center for approximately $130 million.Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) acquired Esplanade Aventura retail center for approximately $130 million on December 1, 2025. Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Esplanade Aventura retail center on December 1, 2025.Recent Insider Transactions • Nov 24Independent Director recently bought €92k worth of stockOn the 18th of November, Randall Lewis bought around 588 shares on-market at roughly €156 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.5m more in shares than they have sold in the last 12 months.Declared Dividend • Nov 20Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.9%, which is lower than the industry average of 5.6%.お知らせ • Nov 04+ 2 more updatesSimon Unveils Plans to Create Sagefield, Curated Blend of Bespoke Retail, Culinary Artistry, and Design Excellence, to South NashvilleSimon unveiled plans to create Sagefield, a thoughtfully distinctive luxury lifestyle destination. Nestled within the rolling hills of Williamson County, the 100-acre mixed-use center will feature first to market boutiques and iconic brands, creative farm-to-table restaurants and cafes, an organic market, thriving entertainment venues, energizing health and wellness concepts, and inviting outdoor spaces. In collaboration with renowned restaurateur and hotelier Sam Fox, through his company Author & Edit Hospitality, the development will feature a luxury hotel with signature restaurants, a world-class spa, a sports and social members club, and sophisticated amenities. The project's design and aesthetics will be carefully curated to seamlessly blend into the area's bucolic landscape and welcoming culture. With a true neighborhood feel, the pedestrian centered development will feature ample green spaces covering approximately 60% of the property, ambling walkways, nature trails, water features, and architecture that embraces the organic feel of the area's natural surroundings. Simon is collaborating on this project with Nashville-based Adventurous Journeys ("AJ") Capital Partners, a vision company with expertise in placemaking and familiarity with the market.お知らせ • Oct 16Simon Property Group, Inc. Promotes Stanley Shashoua to President of International Real EstateSimon Property Group, Inc. on October 15, 2025 announced that Stanley Shashoua has been promoted to President of International Real Estate. In this role, Mr. Shashoua will oversee Simon's international real estate portfolio, which includes 26 International Premium Outlets, ownership stake in Klépierre SA, and McArthurGlen Investments. Mr. Shashoua currently serves as a Supervisory Board member of Klépierre, a position he has held since 2015. Stanley will continue to oversee special corporate investments.お知らせ • Oct 03Simon Property Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025Simon Property Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025Declared Dividend • Aug 29Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 8th September 2025 Payment date: 30th September 2025 Dividend yield will be 5.1%, which is lower than the industry average of 5.6%.Declared Dividend • Aug 08Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 8th September 2025 Payment date: 30th September 2025 Dividend yield will be 5.5%, which is about the same as the industry average.お知らせ • Aug 07Simon Announces Key Executive AppointmentsSimon on August 7, 2025 announced that Eli Simon, Executive Vice President, Chief Investment Officer and Director has been promoted to Chief Operating Officer. Eli will work directly with David Simon, Chairman, Chief Executive Officer and President, on all aspects of Simon's businesses including property performance, new development projects, the company's strategic investments, and its brand strategy. Eli Simon joined the company in 2019, leading the company's investment strategy for both real estate and non-real estate investments, including new business sourcing, strategic corporate investments, and the execution of various real estate transactions. Before joining the company, Eli was the Principal and Head of North American Lodging at Och-Ziff Capital Management and Och-Ziff Real Estate, where he oversaw all lodging related investments, including asset and portfolio acquisitions, operating company investments, and lending opportunities. Simon also announced on August 7, 2025 that Jonathan Murphy and Eric Sadi have been named Co-Presidents, North American Real Estate. As Co-Presidents, North American Real Estate, Jon Murphy and Eric Sadi will oversee Simon's North American real estate portfolio and all three of the company’s platforms, Malls, Mills and Premium Outlets. In this role, they will be responsible for asset management and leasing strategies. Jon and Eric, who joined the company in 2010 and 2006, have served in various capacities throughout their respective tenures. Since 2020, they have been Co-Presidents, Mall Platform, overseeing the revenue stream, occupancy, and merchandise mix for the company's malls.Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.00 (vs US$1.51 in 2Q 2024)Second quarter 2025 results: EPS: US$1.00. Revenue: US$1.50b (up 2.8% from 2Q 2024). Net income: US$556.1m (up 13% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Retail REITs industry in Europe.お知らせ • Aug 05+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects estimated net income attributable to common stockholders per diluted share of $6.63 $6.83.お知らせ • Jul 08Simon Property Group, Inc. to Report Q2, 2025 Results on Aug 04, 2025Simon Property Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025お知らせ • Jun 12Simon Property Group, Inc. (NYSE:SPG) acquired Town Center at Boca Raton Mall from Seritage Src Finance LLC for $23.1 million.Simon Property Group, Inc. (NYSE:SPG) acquired Town Center at Boca Raton Mall from Seritage Src Finance LLC for $23.1 million on June 11, 2025. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Town Center at Boca Raton Mall from Seritage Src Finance LLC on June 11, 2025.お知らせ • Jun 10Simon Property Group, Inc. (NYSE:SPG) acquired Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC for $15.6 million.Simon Property Group, Inc. (NYSE:SPG) acquired Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC for $15.6 million on June 9, 2025. A cash consideration of $15.58 million will be paid by Simon Property Group, Inc. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC on June 9, 2025.Declared Dividend • May 16First quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 6th June 2025 Payment date: 30th June 2025 Dividend yield will be 5.4%, which is about the same as the industry average.Reported Earnings • May 13First quarter 2025 earnings released: EPS: US$1.27 (vs US$2.25 in 1Q 2024)First quarter 2025 results: EPS: US$1.27 (down from US$2.25 in 1Q 2024). Revenue: US$1.47b (up 2.1% from 1Q 2024). Net income: US$413.7m (down 44% from 1Q 2024). Profit margin: 28% (down from 51% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.お知らせ • May 13Simon Property Group, Inc. Declares Quarterly Common Stock Dividend for the Second Quarter of 2025, Payable on June 30, 2025The Board of Directors of Simon Property Group, Inc. declared a quarterly common stock dividend of $2.10 for the second quarter of 2025. This is an increase of $0.10, or 5.0% year-over-year. The dividend will be payable on June 30, 2025 to shareholders of record on June 9, 2025.お知らせ • Apr 17Simon Property Group, Inc. to Report Q1, 2025 Results on May 12, 2025Simon Property Group, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025業績と収益の成長予測BIT:1SPG - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20287,0662,430N/A4,639412/31/20276,7382,3081,2344,3061012/31/20266,4802,2221,1044,182103/31/20266,6494,6903,2304,143N/A12/31/20256,3654,6243,2024,137N/A9/30/20256,1552,2433,1214,018N/A6/30/20256,0342,1123,1424,021N/A3/31/20255,9942,0503,0463,869N/A12/31/20245,9642,3683,0593,815N/A9/30/20245,9092,4483,0503,766N/A6/30/20245,8392,5673,0523,809N/A3/31/20245,7512,5603,0853,875N/A12/31/20235,6592,2803,1383,931N/A9/30/20235,5312,2063,0273,826N/A6/30/20235,4362,1513,1043,832N/A3/31/20235,3462,1613,1423,803N/A12/31/20225,2912,1363,1173,767N/A9/30/20225,2161,9663,1463,719N/A6/30/20225,1962,1073,0443,652N/A3/31/20225,1712,2272,9863,554N/A12/31/20215,1152,2463,1093,637N/A9/30/20214,9202,0153,1403,648N/A6/30/20214,6841,4813,0153,390N/A3/31/20214,4901,1172,0752,461N/A12/31/20204,6021,1091,8432,327N/A9/30/20204,9601,3481,7422,391N/A6/30/20205,3141,7461,9242,735N/A3/31/20205,6481,9872,8393,712N/A12/31/20195,6712,098N/A3,808N/A9/30/20195,6352,301N/A3,848N/A6/30/20195,6072,313N/A3,802N/A3/31/20195,5982,365N/A3,745N/A12/31/20185,6452,437N/A3,751N/A9/30/20185,5942,295N/A3,626N/A6/30/20185,6112,253N/A3,621N/A3/31/20185,5872,088N/A3,652N/A12/31/20175,5271,945N/A3,594N/A9/30/20175,5391,768N/A3,559N/A6/30/20175,4921,759N/A3,488N/A3/31/20175,4441,832N/A3,438N/A12/31/20165,4351,836N/A3,373N/A9/30/20165,3881,833N/A3,339N/A6/30/20165,3511,749N/A3,235N/A3/31/20165,3871,766N/A3,070N/A12/31/20155,2581,824N/A3,025N/A9/30/20155,1741,837N/A3,017N/A6/30/20155,0891,669N/A2,943N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 1SPGの収益は今後 3 年間で減少すると予測されています (年間-14.1% )。収益対市場: 1SPGの収益は今後 3 年間で減少すると予測されています (年間-14.1% )。高成長収益: 1SPGの収益は今後 3 年間で減少すると予測されています。収益対市場: 1SPGの収益 ( 2.9% ) Italian市場 ( 5.9% ) よりも低い成長が予測されています。高い収益成長: 1SPGの収益 ( 2.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 1SPGの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 108.6 %)。成長企業の発掘7D1Y7D1Y7D1YReal-estate 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 18:09終値2026/06/15 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Simon Property Group, Inc. 10 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42 アナリスト機関Jacob KilsteinArgus Research CompanyRichard HightowerBarclaysWilliam AchesonBenchmark Company39 その他のアナリストを表示
お知らせ • May 12+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the year, the company estimates net income attributable to common stockholder per diluted share to be within a range of $6.61 to $6.76.
お知らせ • Feb 03+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the period, the company estimates net income to be within a range of $6.87 to $7.12 per diluted share.
お知らせ • Aug 05+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects estimated net income attributable to common stockholders per diluted share of $6.63 $6.83.
Reported Earnings • May 12First quarter 2026 earnings released: FFO per share: US$3.4 (vs US$3.08 in 1Q 2025)First quarter 2026 results: FFO per share: US$3.4 (up from US$3.08 in 1Q 2025). Revenue: US$1.76b (up 19% from 1Q 2025). Funds from operations (FFO): US$1.11b (up 10% from 1Q 2025). FFO margin: 63% (down from 68% in 1Q 2025). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.0% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
お知らせ • May 12+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the year, the company estimates net income attributable to common stockholder per diluted share to be within a range of $6.61 to $6.76.
お知らせ • Apr 15Simon Property Group, Inc. to Report Q1, 2026 Results on May 11, 2026Simon Property Group, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on May 11, 2026
お知らせ • Apr 02Simon Property Group, Inc., Annual General Meeting, May 13, 2026Simon Property Group, Inc., Annual General Meeting, May 13, 2026.
お知らせ • Mar 23+ 1 more updateSimon Property Group, Inc. Announces Chief Executive Officer ChangesSimon Property Group, Inc. announced the passing of David Simon, the Company's Chief Executive Officer, at the age of 64. Mr. Simon passed away on March 22, 2026 after a battle with cancer. David Simon's career stands as one of the most remarkable leadership stories in the history of American business. Over more than three decades, he took a regional family real estate enterprise and, through sheer force of vision, intellect, and will, built it into the undisputed global leader in retail real estate — a company that reshaped the industry and redefined what a real estate investment trust could become. David joined the Company's predecessor, Melvin Simon & Associates, as Chief Financial Officer in 1990, bringing with him the rigorous analytical training of a Wall Street investment banker first honed at First Boston Corporation and then at Wasserstein Perella & Co. In 1993, at just 31 years old, he orchestrated the Company's initial public offering on the New York Stock Exchange. Named Chief Executive Officer in 1995 at the age of 33, David became one of the youngest CEOs of a major publicly traded company in America. Over more than three decades, he took a regional family real estate enterprise and, through vision, intellect, and will, built it into the undisputed global leader in retail real estate. Under his leadership, Simon Property Group delivered a cumulative total shareholder return of more than 4,500% since its IPO. He was the architect of a series of transformative transactions that reshaped the competitive landscape of retail real estate. His acquisitions of DeBartolo Realty Corporation, Corporate Property Investors, Chelsea Property Group, the Mills Corporation, and Taubman Centers — among many others — were executed with a combination of strategic brilliance and financial discipline that became his hallmark. Each transaction strengthened the Company's portfolio and made it more efficient, expanded its reach and offerings to consumers, and reinforced its position as the unquestioned retail real estate industry leader. At the time of his passing, Simon Property Group owned or held interests in more than 250 properties comprising over 200 million square feet across North America, Europe, and Asia, generating billions in annual revenue.David's genius lay not only in assembling assets, but in elevating them. He understood, earlier and more clearly than anyone in his industry, that retail destinations had to evolve from transactional spaces into experiential ones. Under his direction, the Company has invested billions in redeveloping and reimagining its properties — creating premier shopping, dining, and entertainment destinations that became true community gathering places. This vision has ensured the enduring relevance and vitality of Simon's portfolio even as the retail real estate landscape has been hit with seismic change.His leadership during periods of crisis further revealed the depth of his character and capability. He steered the Company through the global financial crisis of 2008–2009, emerging with a stronger balance sheet and an expanded portfolio. When the COVID-19 pandemic shuttered retail properties worldwide in 2020, David moved with characteristic decisiveness — implementing safety protocols, supporting tenants, and positioning the Company for a rapid recovery that outpaced the broader industry. In every challenge, he saw opportunity; in every setback, he found a new path forward. David's strategic vision extended well beyond the borders of the United States. He served, until recently, as Chairman of the Supervisory Board of Klépierre. and served on the board of Apollo Global Management, Inc., reflecting the breadth of his influence across global business and finance. The Harvard Business Review recognized him as one of the world's best-performing CEOs in both 2010 and 2013, and Barron's Magazine bestowed the same distinction in 2013 — honors that only begin to capture the esteem in which he was held by his peers, investors, and the broader business community. Throughout his career, David maintained an industry-leading balance sheet, sustaining A/A3 credit ratings that reflected not only financial strength but the confidence that the capital markets placed in his stewardship. He returned billions of dollars to shareholders through consistent and growing dividends, while simultaneously reinvesting in the portfolio and pursuing strategic growth. It was a balancing act that few CEOs in any industry have managed with such sustained success. David Simon was a graduate of The Indiana University Kelley School of Business (B.S., 1983) and Columbia University's Graduate School of Business (M.B.A., 1985). Before joining the family enterprise, he distinguished himself as an investment banker specializing in mergers and acquisitions and leveraged buyouts — a foundation that equipped him with the financial acumen and deal-making instincts that became defining features of his leadership. Above all, David was a builder — of assets, of teams, of careers, and of an enduring institution. He cultivated a culture of excellence, accountability, and ambition that attracted and retained the finest talent in the industry. Countless executives and professionals credit David Simon with shaping their careers and setting the example of what great leadership looks like. His influence will be felt for generations to come. Effective March 23, 2026, the Board has appointed Eli Simon as its Chief Executive Officer. In addition, Eli will continue as Chief Operating Officer and Director. The Board expresses its full confidence in Eli's leadership skills and abilities to guide the Company forward. The Board is also confident with the forward vision, strength, depth, and capability of the executive management team that Eli will lead, and which he has garnered their unwavering respect and support.
Declared Dividend • Mar 06Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.
お知らせ • Feb 20Simon Property Group Announces Resignation of David Simon from Klépierre S.A. Supervisory Board Effective February 19, 2026Simon Property Group announced that David Simon has resigned from the Klépierre S.A. Supervisory Board effective February 19, 2026.
お知らせ • Feb 11Simon Announces Transformational Redevelopment of the Current Neiman Marcus Space At Copley PlaceSimon announced a transformational redevelopment of the current Neiman Marcus space at Copley Place. This next chapter elevates the center's distinctive luxury retail mix and further cements Copley Place as the definitive destination for luxury shopping and dining in Boston. The new multi-level redevelopment will introduce a world-class roster of internationally recognized luxury retail brands and notable dining to Copley Place, including Casa Tua Cucina - the beloved Miami-born culinary marketplace, rooted in Italian heritage and offering globally inspired cuisine in a beautifully curated, open-kitchen setting and Estiatorio Milos - the globally acclaimed Greek seafood restaurant founded by Greek-born restaurateur Costas Spiliadis. Celebrated for its uncompromising commitment to the finest ingredients, Milos offers a refined yet approachable Greek dining experience, sourcing the freshest seafood and produce from local fishermen and farmers across Greece and the Mediterranean. The project will welcome additional luxury boutiques to be unveiled at a later date. These additions will join a thoughtfully assembled mix of luxury retail, including first to market Dolce & Gabbana, the expansions of FENDI and Tourneau, and recently opened LOEWE -- reinforcing a curated environment that distinguishes the center as Boston's destination for luxury and culinary excellence. Construction, which will include an updated architecturally stunning exterior remodeling, is expected to begin later this year with phased openings, including additional retail, dining, and wellness concepts, in 2028.
Declared Dividend • Feb 07Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th March 2026 Payment date: 31st March 2026 Dividend yield will be 4.6%, which is lower than the industry average of 5.6%.
お知らせ • Feb 06+ 1 more updateSimon Property Group, Inc. (NYSE:SPG) announces an Equity Buyback.Simon Property Group, Inc. (NYSE:SPG) announces a share repurchase program. Under the program, the company will repurchase up to $2,000 million worth of its common stock. The plan will be valid till February 29, 2028.
Reported Earnings • Feb 05Full year 2025 earnings released: FFO per share: US$14.3 (vs US$14.96 in FY 2024)Full year 2025 results: FFO per share: US$14.3 (down from US$14.96 in FY 2024). Revenue: US$6.36b (up 6.6% from FY 2024). Funds from operations (FFO): US$4.66b (down 4.4% from FY 2024). FFO margin: 73% (down from 82% in FY 2024). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 2.8% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
お知らせ • Feb 03+ 1 more updateSimon Provides Earnings Guidance for the Year Ending December 31, 2026Simon provided earnings guidance for the year ending December 31, 2026. For the period, the company estimates net income to be within a range of $6.87 to $7.12 per diluted share.
お知らせ • Jan 09Simon Property Group, Inc. to Report Q4, 2025 Results on Feb 02, 2026Simon Property Group, Inc. announced that they will report Q4, 2025 results After-Market on Feb 02, 2026
お知らせ • Dec 02Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) acquired Esplanade Aventura retail center for approximately $130 million.Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) acquired Esplanade Aventura retail center for approximately $130 million on December 1, 2025. Turnberry Associates, Inc. and Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Esplanade Aventura retail center on December 1, 2025.
Recent Insider Transactions • Nov 24Independent Director recently bought €92k worth of stockOn the 18th of November, Randall Lewis bought around 588 shares on-market at roughly €156 per share. This transaction amounted to 13% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €1.5m more in shares than they have sold in the last 12 months.
Declared Dividend • Nov 20Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 9th December 2025 Payment date: 31st December 2025 Dividend yield will be 4.9%, which is lower than the industry average of 5.6%.
お知らせ • Nov 04+ 2 more updatesSimon Unveils Plans to Create Sagefield, Curated Blend of Bespoke Retail, Culinary Artistry, and Design Excellence, to South NashvilleSimon unveiled plans to create Sagefield, a thoughtfully distinctive luxury lifestyle destination. Nestled within the rolling hills of Williamson County, the 100-acre mixed-use center will feature first to market boutiques and iconic brands, creative farm-to-table restaurants and cafes, an organic market, thriving entertainment venues, energizing health and wellness concepts, and inviting outdoor spaces. In collaboration with renowned restaurateur and hotelier Sam Fox, through his company Author & Edit Hospitality, the development will feature a luxury hotel with signature restaurants, a world-class spa, a sports and social members club, and sophisticated amenities. The project's design and aesthetics will be carefully curated to seamlessly blend into the area's bucolic landscape and welcoming culture. With a true neighborhood feel, the pedestrian centered development will feature ample green spaces covering approximately 60% of the property, ambling walkways, nature trails, water features, and architecture that embraces the organic feel of the area's natural surroundings. Simon is collaborating on this project with Nashville-based Adventurous Journeys ("AJ") Capital Partners, a vision company with expertise in placemaking and familiarity with the market.
お知らせ • Oct 16Simon Property Group, Inc. Promotes Stanley Shashoua to President of International Real EstateSimon Property Group, Inc. on October 15, 2025 announced that Stanley Shashoua has been promoted to President of International Real Estate. In this role, Mr. Shashoua will oversee Simon's international real estate portfolio, which includes 26 International Premium Outlets, ownership stake in Klépierre SA, and McArthurGlen Investments. Mr. Shashoua currently serves as a Supervisory Board member of Klépierre, a position he has held since 2015. Stanley will continue to oversee special corporate investments.
お知らせ • Oct 03Simon Property Group, Inc. to Report Q3, 2025 Results on Nov 03, 2025Simon Property Group, Inc. announced that they will report Q3, 2025 results After-Market on Nov 03, 2025
Declared Dividend • Aug 29Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 8th September 2025 Payment date: 30th September 2025 Dividend yield will be 5.1%, which is lower than the industry average of 5.6%.
Declared Dividend • Aug 08Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 8th September 2025 Payment date: 30th September 2025 Dividend yield will be 5.5%, which is about the same as the industry average.
お知らせ • Aug 07Simon Announces Key Executive AppointmentsSimon on August 7, 2025 announced that Eli Simon, Executive Vice President, Chief Investment Officer and Director has been promoted to Chief Operating Officer. Eli will work directly with David Simon, Chairman, Chief Executive Officer and President, on all aspects of Simon's businesses including property performance, new development projects, the company's strategic investments, and its brand strategy. Eli Simon joined the company in 2019, leading the company's investment strategy for both real estate and non-real estate investments, including new business sourcing, strategic corporate investments, and the execution of various real estate transactions. Before joining the company, Eli was the Principal and Head of North American Lodging at Och-Ziff Capital Management and Och-Ziff Real Estate, where he oversaw all lodging related investments, including asset and portfolio acquisitions, operating company investments, and lending opportunities. Simon also announced on August 7, 2025 that Jonathan Murphy and Eric Sadi have been named Co-Presidents, North American Real Estate. As Co-Presidents, North American Real Estate, Jon Murphy and Eric Sadi will oversee Simon's North American real estate portfolio and all three of the company’s platforms, Malls, Mills and Premium Outlets. In this role, they will be responsible for asset management and leasing strategies. Jon and Eric, who joined the company in 2010 and 2006, have served in various capacities throughout their respective tenures. Since 2020, they have been Co-Presidents, Mall Platform, overseeing the revenue stream, occupancy, and merchandise mix for the company's malls.
Reported Earnings • Aug 05Second quarter 2025 earnings released: EPS: US$1.00 (vs US$1.51 in 2Q 2024)Second quarter 2025 results: EPS: US$1.00. Revenue: US$1.50b (up 2.8% from 2Q 2024). Net income: US$556.1m (up 13% from 2Q 2024). Profit margin: 37% (up from 34% in 2Q 2024). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.4% decline forecast for the Retail REITs industry in Europe.
お知らせ • Aug 05+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the year ending December 31, 2025. For the year, the company expects estimated net income attributable to common stockholders per diluted share of $6.63 $6.83.
お知らせ • Jul 08Simon Property Group, Inc. to Report Q2, 2025 Results on Aug 04, 2025Simon Property Group, Inc. announced that they will report Q2, 2025 results After-Market on Aug 04, 2025
お知らせ • Jun 12Simon Property Group, Inc. (NYSE:SPG) acquired Town Center at Boca Raton Mall from Seritage Src Finance LLC for $23.1 million.Simon Property Group, Inc. (NYSE:SPG) acquired Town Center at Boca Raton Mall from Seritage Src Finance LLC for $23.1 million on June 11, 2025. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Town Center at Boca Raton Mall from Seritage Src Finance LLC on June 11, 2025.
お知らせ • Jun 10Simon Property Group, Inc. (NYSE:SPG) acquired Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC for $15.6 million.Simon Property Group, Inc. (NYSE:SPG) acquired Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC for $15.6 million on June 9, 2025. A cash consideration of $15.58 million will be paid by Simon Property Group, Inc. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Ground Lease of the JCPenney Department Store at the Dadeland Mall from CTL Propco I LLC on June 9, 2025.
Declared Dividend • May 16First quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 6th June 2025 Payment date: 30th June 2025 Dividend yield will be 5.4%, which is about the same as the industry average.
Reported Earnings • May 13First quarter 2025 earnings released: EPS: US$1.27 (vs US$2.25 in 1Q 2024)First quarter 2025 results: EPS: US$1.27 (down from US$2.25 in 1Q 2024). Revenue: US$1.47b (up 2.1% from 1Q 2024). Net income: US$413.7m (down 44% from 1Q 2024). Profit margin: 28% (down from 51% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.9% decline forecast for the Retail REITs industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 9% per year.
お知らせ • May 13Simon Property Group, Inc. Declares Quarterly Common Stock Dividend for the Second Quarter of 2025, Payable on June 30, 2025The Board of Directors of Simon Property Group, Inc. declared a quarterly common stock dividend of $2.10 for the second quarter of 2025. This is an increase of $0.10, or 5.0% year-over-year. The dividend will be payable on June 30, 2025 to shareholders of record on June 9, 2025.
お知らせ • Apr 17Simon Property Group, Inc. to Report Q1, 2025 Results on May 12, 2025Simon Property Group, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025