Simon Property Group, Inc.

NYSE:SPG 株式レポート

時価総額：US$77.0b

Simon Property Group 将来の成長

Future 基準チェック /16

Simon Property Groupの収益は年間13.1%で減少すると予測されていますが、年間収益は年間2.8%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101.5% 14.3%なると予測されています。

主要情報

-13.1%

収益成長率

-14.29%

EPS成長率

Retail REITs 収益成長-1.4%
収益成長率2.8%
将来の株主資本利益率101.47%
アナリストカバレッジ

Good

最終更新日14 Sep 2026

今後の成長に関する最新情報

Recent updates

ナラティブ更新 • Aug 18

SPG: Future Returns Will Balance Strong Leasing Wins With Full Pricing Risk

Simon Property Group's updated analyst price target edges higher to about $233 from $228, with analysts pointing to solid Q2 leasing trends, healthy retail fundamentals and refreshed operating assumptions that slightly offset more conservative revenue growth and discount rate inputs in the model. Analyst Commentary Recent research on Simon Property Group shows a mix of optimism about execution and fundamentals along with more cautious views on valuation and future return potential.
Seeking Alpha • Aug 13

Simon Property Group: The Mall King Is Thriving, Yet I'm Turning Cautious (Rating Downgrade)

Summary Simon Property Group is downgraded to Hold as the stock now reflects fair value, balancing risk and reward. SPG continues to post strong results: Q2 revenue up 19.3%, occupancy at 96%, and FFO per share guidance raised. The company maintains a robust balance sheet, with net debt/EBITDA below 5.0x, $1.02B in cash, and a 4.10% dividend yield. Macro risks and potential rate volatility could pressure valuation, but SPG’s premium portfolio and growth pipeline offer long-term resilience, yet the price seems to have finally caught up to it. Read the full article on Seeking Alpha
ナラティブ更新 • Aug 04

SPG: Future Returns Will Balance Rich Dividend With Full Pricing Risk

The analyst price target for Simon Property Group has edged higher by about $3.50, as analysts factor in updated Q2 results across retail REIT peers, modestly adjusted revenue growth and profit margin assumptions, and a slightly higher future P/E outlook. Analyst Commentary Recent Street research on Simon Property Group shows a tight cluster of price targets moving higher, although opinions on the stock's risk or reward are mixed.
ナラティブ更新 • Jul 15

SPG: Future Returns Will Balance Higher Dividends With Full Pricing Risk

The analyst fair value estimate for Simon Property Group has edged up to about $224 from $219, reflecting updated Street price targets clustered around $213 to $236 and analyst views that the stock’s strong fundamentals are now broadly reflected in its valuation. Analyst Commentary Recent research on Simon Property Group shows a fairly tight range of price targets, with most valuations grouped around the low to mid US$200s.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • Sep 12

Urban Redevelopment Will Boost Mixed-use Retail Appeal

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

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

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

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

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

Simon Property Group: Price Drop Creates Opportunity

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

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

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

業績と収益の成長予測

NYSE:SPG - 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
12/31/20287,2002,517N/A5,0876
12/31/20276,9222,3661,3684,8598
12/31/20266,6672,2511,1404,6074
6/30/20266,9414,6173,2184,123N/A
3/31/20266,6494,6903,2304,143N/A
12/31/20256,3654,6243,2024,137N/A
9/30/20256,1552,2433,1214,018N/A
6/30/20256,0342,1123,1424,021N/A
3/31/20255,9942,0503,0463,869N/A
12/31/20245,9642,3683,0593,815N/A
9/30/20245,9092,4483,0503,766N/A
6/30/20245,8392,5673,0523,809N/A
3/31/20245,7512,5603,0853,875N/A
12/31/20235,6592,2803,1383,931N/A
9/30/20235,5312,2063,0273,826N/A
6/30/20235,4362,1513,1043,832N/A
3/31/20235,3462,1613,1423,803N/A
12/31/20225,2912,1363,1173,767N/A
9/30/20225,2161,9663,1463,719N/A
6/30/20225,1962,1073,0443,652N/A
3/31/20225,1712,2272,9863,554N/A
12/31/20215,1152,2463,1093,637N/A
9/30/20214,9202,0153,1403,648N/A
6/30/20214,6841,4813,0153,390N/A
3/31/20214,4901,1172,0752,461N/A
12/31/20204,6021,1091,8432,327N/A
9/30/20204,9601,3481,7422,391N/A
6/30/20205,3141,7461,9242,735N/A
3/31/20205,6481,987N/A3,712N/A
12/31/20195,6712,098N/A3,808N/A
9/30/20195,6352,301N/A3,848N/A
6/30/20195,6072,313N/A3,802N/A
3/31/20195,5982,365N/A3,745N/A
12/31/20185,6452,437N/A3,751N/A
9/30/20185,5942,295N/A3,626N/A
6/30/20185,6112,253N/A3,621N/A
3/31/20185,5872,088N/A3,652N/A
12/31/20175,5271,945N/A3,594N/A
9/30/20175,5391,768N/A3,559N/A
6/30/20175,4921,759N/A3,488N/A
3/31/20175,4441,832N/A3,438N/A
12/31/20165,4351,836N/A3,373N/A
9/30/20165,3881,833N/A3,339N/A
6/30/20165,3511,749N/A3,235N/A
3/31/20165,3871,766N/A3,070N/A
12/31/20155,2581,824N/A3,025N/A
9/30/20155,1741,837N/A3,017N/A

アナリストによる今後の成長予測

収入対貯蓄率: SPG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-13.1% )。

収益対市場: SPG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-13.1% )。

高成長収益: SPG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: SPGの収益 ( 2.8% ) US市場 ( 13.3% ) よりも低い成長が予測されています。

高い収益成長: SPGの収益 ( 2.8% ) 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: SPG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 ( 101.5 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/09/17 21:28
終値2026/09/17 00:00
収益2026/06/30
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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

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 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. 8 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。43

アナリスト機関
Jacob KilsteinArgus Research Company
Rich HightowerBarclays
Richard HightowerBarclays