View ValuationSimon Property Group 향후 성장Future 기준 점검 1/6Simon Property Group 의 수익은 연간 14.1% 감소할 것으로 예상되는 반면, 연간 수익은 2.9% 로 증가할 것으로 예상됩니다. EPS는 연간 14.9% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 108.6% 로 예상됩니다.핵심 정보-14.1%이익 성장률-14.88%EPS 성장률Retail REITs 이익 성장1.5%매출 성장률2.9%향후 자기자본이익률108.64%애널리스트 커버리지Good마지막 업데이트09 Jun 2026최근 향후 성장 업데이트공시 • 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.공시 • 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.공시 • Nov 04+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the period, the company expected net income attributable to common stockholders per diluted share to be in the range of $6.74 to $6.84.공시 • 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.공시 • Feb 07+ 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. Estimated net income attributable to common stockholders per diluted share to be $6.95 to $7.20.공시 • Feb 06+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2024Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2024. The company currently estimates net income to be within a range of $6.45 to $6.70 per diluted share for the year ending December 31, 2024.모든 업데이트 보기Recent updatesUpcoming Dividend • Jun 02Upcoming dividend of US$2.25 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Trailing yield: 4.4%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (8.0%).Declared Dividend • May 18First quarter dividend of US$2.25 announcedShareholders will receive a dividend of US$2.25. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.5%, which is lower than the industry average of 5.6%.Reported Earnings • May 15First 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 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.공시 • 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.공시 • 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, 2026공시 • Apr 02Simon Property Group, Inc., Annual General Meeting, May 13, 2026Simon Property Group, Inc., Annual General Meeting, May 13, 2026.공시 • 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.Upcoming Dividend • Mar 03Upcoming dividend of US$2.20 per shareEligible shareholders must have bought the stock before 10 March 2026. Payment date: 31 March 2026. Trailing yield: 4.3%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (7.6%).New Risk • Feb 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$34m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (Mex$34m sold).공시 • 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.공시 • 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 09Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.8%, which is lower than the industry average of 5.6%.공시 • 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 04Full year 2025 earnings released: FFO per share: US$28.6 (vs US$14.96 in FY 2024)Full year 2025 results: FFO per share: US$28.6. Revenue: US$6.36b (up 6.7% 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 1.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Global Retail REITs industry.공시 • 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.공시 • 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, 2026Recent Insider Transactions • Jan 07Independent Director recently bought Mex$1.6m worth of stockOn the 31st of December, Reuben Leibowitz bought around 480 shares on-market at roughly Mex$3,349 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$2.0m. Insiders have collectively bought Mex$34m more in shares than they have sold in the last 12 months.Recent Insider Transactions • Dec 19Independent Director recently bought Mex$1.8m worth of stockOn the 15th of December, Randall Lewis bought around 545 shares on-market at roughly Mex$3,307 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$2.0m. Insiders have collectively bought Mex$35m more in shares than they have sold in the last 12 months.공시 • 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 25Independent Director recently bought Mex$2.0m worth of stockOn the 18th of November, Randall Lewis bought around 588 shares on-market at roughly Mex$3,322 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 Mex$33m more in shares than they have sold in the last 12 months.Declared Dividend • Nov 25Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.Declared Dividend • Nov 09Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.공시 • Nov 04Simon 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.Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$1.86 (vs US$1.46 in 3Q 2024)Third quarter 2025 results: EPS: US$1.86 (up from US$1.46 in 3Q 2024). Revenue: US$1.60b (up 8.2% from 3Q 2024). Net income: US$606.2m (up 28% from 3Q 2024). Profit margin: 38% (up from 32% in 3Q 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 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.공시 • Nov 04+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the period, the company expected net income attributable to common stockholders per diluted share to be in the range of $6.74 to $6.84.공시 • 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.Recent Insider Transactions • Oct 09Independent Director recently bought Mex$1.6m worth of stockOn the 30th of September, Reuben Leibowitz bought around 464 shares on-market at roughly Mex$3,411 per share. This transaction amounted to less than 1% 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 Mex$31m more in shares than they have sold in the last 12 months.공시 • 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, 2025Recent Insider Transactions • Oct 02Lead Independent Director recently bought Mex$1.2m worth of stockOn the 30th of September, Larry Glasscock bought around 351 shares on-market at roughly Mex$3,411 per share. This transaction amounted to less than 1% 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 Mex$30m more in shares than they have sold in the last 12 months.Upcoming Dividend • Sep 03Upcoming dividend of US$2.15 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 30 September 2025. Trailing yield: 4.8%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.0%).Declared Dividend • Sep 03Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 3.8%, which is lower than the industry average of 5.6%.Declared Dividend • Aug 12Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.공시 • 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.공시 • 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.공시 • 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, 2025Recent Insider Transactions • Jul 02Independent Director recently bought Mex$1.6m worth of stockOn the 30th of June, Reuben Leibowitz bought around 522 shares on-market at roughly Mex$3,004 per share. This transaction amounted to less than 1% 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 Mex$32m more in shares than they have sold in the last 12 months.공시 • 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.공시 • 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.Upcoming Dividend • Jun 03Upcoming dividend of US$2.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (7.3%).Declared Dividend • May 19First quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 4.0%, which is lower than the industry average of 5.6%.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 2.4% growth forecast for the Global Retail REITs industry. 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.공시 • 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.공시 • 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, 2025Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$3,055. The fair value is estimated to be Mex$4,000, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 5.9%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 0.9% per annum over the same time period.Recent Insider Transactions • Apr 04Independent Director recently bought Mex$1.6m worth of stockOn the 31st of March, Reuben Leibowitz bought around 482 shares on-market at roughly Mex$3,368 per share. This transaction amounted to less than 1% 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 Mex$32m more in shares than they have sold in the last 12 months.공시 • Mar 21Simon Property Group, Inc., Annual General Meeting, May 14, 2025Simon Property Group, Inc., Annual General Meeting, May 14, 2025.Declared Dividend • Mar 01Fourth quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 10th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.2%, which is lower than the industry average of 5.6%.Reported Earnings • Feb 23Full year 2024 earnings released: FFO per share: US$15.0 (vs US$14.34 in FY 2023)Full year 2024 results: FFO per share: US$15.0 (up from US$14.34 in FY 2023). Revenue: US$5.96b (up 5.4% from FY 2023). Funds from operations (FFO): US$4.88b (up 4.1% from FY 2023). FFO margin: 82% (down from 83% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Feb 12Fourth quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 10th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.2%, which is lower than the industry average of 5.6%.공시 • Feb 09Herbert Simon to Retire as Chaiman Emeritus and from Board of Simon Property Group, IncOn February 4, 2025, Herbert Simon, age 90, a member and Chaiman Emeritus of the Board of Directors of Simon Property Group, Inc. notified the Company that he is retiring from the Board, including his position as Chairman Emeritus, effective February 4, 2025. Mr. Simon's retirement is not due to a disagreement with the Company on any matter relating to the Company's operations, policies or practices.공시 • Feb 07+ 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. Estimated net income attributable to common stockholders per diluted share to be $6.95 to $7.20.New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (104% cash payout ratio).Reported Earnings • Feb 05Full year 2024 earnings released: EPS: US$7.26 (vs US$6.98 in FY 2023)Full year 2024 results: EPS: US$7.26 (up from US$6.98 in FY 2023). Revenue: US$5.96b (up 5.4% from FY 2023). Net income: US$2.37b (up 3.8% from FY 2023). Profit margin: 40% (in line with FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.공시 • Jan 31Simon Property Group, Inc. (NYSE:SPG) acquired Design Management S.R.L. from Kering SA (ENXTPA:KER) for approximately €350 million.Simon Property Group, Inc. (NYSE:SPG) acquired Design Management S.R.L. from Kering SA (ENXTPA:KER) for approximately €350 million on January 30, 2025. The Mall Luxury Outlets operates two luxury outlet destinations in Italy, one in Leccio and the other in Sanremo. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Design Management S.R.L. from Kering SA (ENXTPA:KER) on January 30, 2025.Recent Insider Transactions • Jan 05Independent Director recently bought Mex$1.6m worth of stockOn the 30th of December, Reuben Leibowitz bought around 465 shares on-market at roughly Mex$3,458 per share. This transaction amounted to less than 1% 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 Mex$29m more in shares than they have sold in the last 12 months.Declared Dividend • Nov 22Third quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 9th December 2024 Payment date: 30th December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 5.6%.공시 • Oct 04Simon Property Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024Simon Property Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024Recent Insider Transactions • Oct 02Independent Director recently bought Mex$1.5m worth of stockOn the 30th of September, Reuben Leibowitz bought around 453 shares on-market at roughly Mex$3,276 per share. This transaction amounted to less than 1% 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 Mex$26m more in shares than they have sold in the last 12 months.Upcoming Dividend • Sep 02Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 09 September 2024. Payment date: 30 September 2024. Trailing yield: 4.9%. Lower than top quartile of Mexican dividend payers (7.3%). In line with average of industry peers (5.1%).Declared Dividend • Aug 12Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 9th September 2024 Payment date: 30th September 2024 Dividend yield will be 3.5%, which is lower than the industry average of 5.6%.New Risk • Aug 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 5.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results.공시 • Aug 07Simon Property Group, Inc. announces Quarterly dividend, payable on September 30, 2024Simon Property Group, Inc. announced Quarterly dividend of USD 2.0500 per share payable on September 30, 2024, ex-date on September 09, 2024 and record date on September 09, 2024.Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$1.51 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.51 (up from US$1.49 in 2Q 2023). Revenue: US$1.46b (up 6.5% from 2Q 2023). Net income: US$493.5m (up 1.5% from 2Q 2023). Profit margin: 34% (down from 36% in 2Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Jul 12Simon Property Group, Inc. to Report Q2, 2024 Results on Aug 05, 2024Simon Property Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 05, 2024Recent Insider Transactions • Jul 04Independent Director recently bought Mex$1.3m worth of stockOn the 28th of June, Reuben Leibowitz bought around 486 shares on-market at roughly Mex$2,743 per share. This transaction amounted to less than 1% 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 Mex$24m more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,885, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Retail REITs industry globally. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,049 per share.Upcoming Dividend • May 31Upcoming dividend of US$2.00 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 28 June 2024. Trailing yield: 5.3%. Lower than top quartile of Mexican dividend payers (6.5%). In line with average of industry peers (5.6%).Declared Dividend • May 13First quarter dividend of US$2.00 announcedShareholders will receive a dividend of US$2.00. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.Reported Earnings • May 08First quarter 2024 earnings released: FFO per share: US$4.1 (vs US$3.13 in 1Q 2023)First quarter 2024 results: FFO per share: US$4.1 (up from US$3.13 in 1Q 2023). Revenue: US$1.44b (up 6.4% from 1Q 2023). Funds from operations (FFO): US$1.33b (up 30% from 1Q 2023). FFO margin: 93% (up from 76% in 1Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.New Risk • May 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future.공시 • Apr 12Simon Property Group, Inc. to Report Q1, 2024 Results on May 06, 2024Simon Property Group, Inc. announced that they will report Q1, 2024 results After-Market on May 06, 2024공시 • Mar 28Simon Property Group, Inc., Annual General Meeting, May 08, 2024Simon Property Group, Inc., Annual General Meeting, May 08, 2024, at 08:30 Eastern Daylight. Location: Simon Property Group Headquarters, 225 W. Washington St. Indianapolis Indiana United States Agenda: To consider election of directors; to consider advisory vote to approve the compensation of Named Executive Officers; to consider ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for 2024; and to consider other business issues.Declared Dividend • Mar 05Fourth quarter dividend of US$1.95 announcedShareholders will receive a dividend of US$1.95. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 3.9%, which is lower than the industry average of 5.6%.Upcoming Dividend • Feb 29Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 March 2024. Trailing yield: 5.3%. Lower than top quartile of Mexican dividend payers (6.6%). In line with average of industry peers (5.6%).Declared Dividend • Feb 12Fourth quarter dividend of US$1.95 announcedShareholders will receive a dividend of US$1.95. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.공시 • Feb 10Simon Property Group, Inc. Appoints Nina P. Jones to the Board’s Audit CommitteeSimon Property Group, Inc. on January 9, 2024, Nina P. Jones was appointed to the Company’s Board of Directors on January 8, 2024, effective immediately. At the time of the appointment, the Board had not made a determination regarding the committee of the Board to which Ms. Jones would be appointed. On February 8, 2024, the Board appointed Ms. Jones to the Board’s Audit Committee, effective immediately.공시 • Feb 09Simon Property Group, Inc. (NYSE:SPG) announces an Equity Buyback for $2,000 million worth of its shares.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 share repurchases take place over the next 24 months.Reported Earnings • Feb 06Full year 2023 earnings released: EPS: US$6.98 (vs US$6.52 in FY 2022)Full year 2023 results: EPS: US$6.98 (up from US$6.52 in FY 2022). Revenue: US$5.66b (up 6.9% from FY 2022). Net income: US$2.28b (up 6.7% from FY 2022). Profit margin: 40% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.공시 • Feb 06+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2024Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2024. The company currently estimates net income to be within a range of $6.45 to $6.70 per diluted share for the year ending December 31, 2024.공시 • Jan 11Simon Property Group, Inc. to Report Q4, 2023 Results on Feb 05, 2024Simon Property Group, Inc. announced that they will report Q4, 2023 results After-Market on Feb 05, 2024공시 • Jan 10Simon Property Group Announces Appointment of Nina P. Jones to Board of DirectorsSimon® announced that Nina P. Jones has been appointed to its Board of Directors, effective January 8, 2024. Ms. Jones retired from T. Rowe Price where she most recently served as Vice President, Portfolio Manager, of the U.S. Real Estate Equity Strategy. Ms. Jones also served as global team leader for real estate at T. Rowe Price including as portfolio manager of the Global Real Estate Equity Strategy. She was an Investment Advisory Committee member of the Mid-Cap Value, Institutional Large-Cap Value, Global Growth, Global Stock, and Financial Services strategies for T. Rowe. Prior to T. Rowe, Ms. Jones worked as a Senior Associate for KPMG, earning the CPA designation. Ms. Jones earned her BS in accounting and finance from the University of Maryland before obtaining her MBA from Columbia University, Graduate School of Business with Honors.Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$2,500, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Retail REITs industry globally. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,796 per share.New Risk • Nov 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future.공시 • Nov 02Simon Property Group, Inc. Declares Quarterly Common Stock Dividend for the Fourth Quarter of 2023, Payable on December 29, 2023Simon Property Group, Inc. declared a quarterly common stock dividend of $1.90 for the fourth quarter of 2023. This is an increase of $0.10, or 5.6% year-over-year. The dividend will be payable on December 29, 2023 to shareholders of record on December 8, 2023.공시 • Nov 01Simon Property Group, Inc. Provides Earning Guidance for the Year Ending December 31, 2023Simon Property Group, Inc. provided earning guidance for the year ending December 31, 2023. For the period, the company currently estimates net income to be within a range of? $6.67 to $6.77 per diluted share.New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future.Reported Earnings • Nov 01Third quarter 2023 earnings released: FFO per share: US$3.7 (vs US$3.35 in 3Q 2022)Third quarter 2023 results: FFO per share: US$3.7 (up from US$3.35 in 3Q 2022). Revenue: US$1.41b (up 7.2% from 3Q 2022). Funds from operations (FFO): US$1.20b (up 9.3% from 3Q 2022). FFO margin: 85% (up from 84% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.공시 • Sep 29Simon Property Group, Inc. to Report Q3, 2023 Results on Oct 30, 2023Simon Property Group, Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023Upcoming Dividend • Aug 31Upcoming dividend of US$1.90 per share at 6.7% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Trailing yield: 6.7%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (5.8%).이익 및 매출 성장 예측BMV:SPG * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20287,0662,430N/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/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SPG * 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14.1%).수익 vs 시장: SPG * 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -14.1%).고성장 수익: SPG * 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: SPG * 의 수익(연간 2.9%)이 MX 시장(연간 6.4%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SPG * 의 수익(연간 2.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SPG *의 자본 수익률은 3년 후 108.6%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YReal-estate 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/14 15:22종가2026/05/20 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Simon Property Group, Inc.는 42명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Jacob KilsteinArgus Research CompanyRichard HightowerBarclaysWilliam AchesonBenchmark Company39명의 분석가 더 보기
공시 • 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.
공시 • 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.
공시 • Nov 04+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the period, the company expected net income attributable to common stockholders per diluted share to be in the range of $6.74 to $6.84.
공시 • 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.
공시 • Feb 07+ 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. Estimated net income attributable to common stockholders per diluted share to be $6.95 to $7.20.
공시 • Feb 06+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2024Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2024. The company currently estimates net income to be within a range of $6.45 to $6.70 per diluted share for the year ending December 31, 2024.
Upcoming Dividend • Jun 02Upcoming dividend of US$2.25 per shareEligible shareholders must have bought the stock before 09 June 2026. Payment date: 30 June 2026. Trailing yield: 4.4%. Lower than top quartile of Mexican dividend payers (5.8%). Lower than average of industry peers (8.0%).
Declared Dividend • May 18First quarter dividend of US$2.25 announcedShareholders will receive a dividend of US$2.25. Ex-date: 9th June 2026 Payment date: 30th June 2026 Dividend yield will be 3.5%, which is lower than the industry average of 5.6%.
Reported Earnings • May 15First 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 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 24% per year.
공시 • 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.
공시 • 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
공시 • Apr 02Simon Property Group, Inc., Annual General Meeting, May 13, 2026Simon Property Group, Inc., Annual General Meeting, May 13, 2026.
공시 • 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.
Upcoming Dividend • Mar 03Upcoming dividend of US$2.20 per shareEligible shareholders must have bought the stock before 10 March 2026. Payment date: 31 March 2026. Trailing yield: 4.3%. Lower than top quartile of Mexican dividend payers (5.7%). Lower than average of industry peers (7.6%).
New Risk • Feb 28New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: Mex$34m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 16% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (105% cash payout ratio). Large one-off items impacting financial results. Significant insider selling over the past 3 months (Mex$34m sold).
공시 • 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.
공시 • 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 09Fourth quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th March 2026 Payment date: 31st March 2026 Dividend yield will be 3.8%, which is lower than the industry average of 5.6%.
공시 • 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 04Full year 2025 earnings released: FFO per share: US$28.6 (vs US$14.96 in FY 2024)Full year 2025 results: FFO per share: US$28.6. Revenue: US$6.36b (up 6.7% 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 1.6% p.a. on average during the next 3 years, compared to a 2.5% growth forecast for the Global Retail REITs industry.
공시 • 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.
공시 • 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
Recent Insider Transactions • Jan 07Independent Director recently bought Mex$1.6m worth of stockOn the 31st of December, Reuben Leibowitz bought around 480 shares on-market at roughly Mex$3,349 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth Mex$2.0m. Insiders have collectively bought Mex$34m more in shares than they have sold in the last 12 months.
Recent Insider Transactions • Dec 19Independent Director recently bought Mex$1.8m worth of stockOn the 15th of December, Randall Lewis bought around 545 shares on-market at roughly Mex$3,307 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth Mex$2.0m. Insiders have collectively bought Mex$35m more in shares than they have sold in the last 12 months.
공시 • 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 25Independent Director recently bought Mex$2.0m worth of stockOn the 18th of November, Randall Lewis bought around 588 shares on-market at roughly Mex$3,322 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 Mex$33m more in shares than they have sold in the last 12 months.
Declared Dividend • Nov 25Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.
Declared Dividend • Nov 09Third quarter dividend of US$2.20 announcedShareholders will receive a dividend of US$2.20. Ex-date: 10th December 2025 Payment date: 31st December 2025 Dividend yield will be 3.7%, which is lower than the industry average of 5.6%.
공시 • Nov 04Simon 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.
Reported Earnings • Nov 04Third quarter 2025 earnings released: EPS: US$1.86 (vs US$1.46 in 3Q 2024)Third quarter 2025 results: EPS: US$1.86 (up from US$1.46 in 3Q 2024). Revenue: US$1.60b (up 8.2% from 3Q 2024). Net income: US$606.2m (up 28% from 3Q 2024). Profit margin: 38% (up from 32% in 3Q 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 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Nov 04+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2025Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2025. For the period, the company expected net income attributable to common stockholders per diluted share to be in the range of $6.74 to $6.84.
공시 • 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.
Recent Insider Transactions • Oct 09Independent Director recently bought Mex$1.6m worth of stockOn the 30th of September, Reuben Leibowitz bought around 464 shares on-market at roughly Mex$3,411 per share. This transaction amounted to less than 1% 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 Mex$31m more in shares than they have sold in the last 12 months.
공시 • 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
Recent Insider Transactions • Oct 02Lead Independent Director recently bought Mex$1.2m worth of stockOn the 30th of September, Larry Glasscock bought around 351 shares on-market at roughly Mex$3,411 per share. This transaction amounted to less than 1% 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 Mex$30m more in shares than they have sold in the last 12 months.
Upcoming Dividend • Sep 03Upcoming dividend of US$2.15 per shareEligible shareholders must have bought the stock before 09 September 2025. Payment date: 30 September 2025. Trailing yield: 4.8%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (6.0%).
Declared Dividend • Sep 03Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 3.8%, which is lower than the industry average of 5.6%.
Declared Dividend • Aug 12Second quarter dividend of US$2.15 announcedShareholders will receive a dividend of US$2.15. Ex-date: 9th September 2025 Payment date: 30th September 2025 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.
공시 • 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.
공시 • 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.
공시 • 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
Recent Insider Transactions • Jul 02Independent Director recently bought Mex$1.6m worth of stockOn the 30th of June, Reuben Leibowitz bought around 522 shares on-market at roughly Mex$3,004 per share. This transaction amounted to less than 1% 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 Mex$32m more in shares than they have sold in the last 12 months.
공시 • 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.
공시 • 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.
Upcoming Dividend • Jun 03Upcoming dividend of US$2.10 per shareEligible shareholders must have bought the stock before 09 June 2025. Payment date: 30 June 2025. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (6.0%). Lower than average of industry peers (7.3%).
Declared Dividend • May 19First quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 9th June 2025 Payment date: 30th June 2025 Dividend yield will be 4.0%, which is lower than the industry average of 5.6%.
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 2.4% growth forecast for the Global Retail REITs industry. 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.
공시 • 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.
공시 • 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
Buy Or Sell Opportunity • Apr 04Now 24% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$3,055. The fair value is estimated to be Mex$4,000, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 5.9%. For the next 3 years, revenue is forecast to grow by 1.9% per annum. Earnings are also forecast to grow by 0.9% per annum over the same time period.
Recent Insider Transactions • Apr 04Independent Director recently bought Mex$1.6m worth of stockOn the 31st of March, Reuben Leibowitz bought around 482 shares on-market at roughly Mex$3,368 per share. This transaction amounted to less than 1% 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 Mex$32m more in shares than they have sold in the last 12 months.
공시 • Mar 21Simon Property Group, Inc., Annual General Meeting, May 14, 2025Simon Property Group, Inc., Annual General Meeting, May 14, 2025.
Declared Dividend • Mar 01Fourth quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 10th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.2%, which is lower than the industry average of 5.6%.
Reported Earnings • Feb 23Full year 2024 earnings released: FFO per share: US$15.0 (vs US$14.34 in FY 2023)Full year 2024 results: FFO per share: US$15.0 (up from US$14.34 in FY 2023). Revenue: US$5.96b (up 5.4% from FY 2023). Funds from operations (FFO): US$4.88b (up 4.1% from FY 2023). FFO margin: 82% (down from 83% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 2.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Feb 12Fourth quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 10th March 2025 Payment date: 31st March 2025 Dividend yield will be 3.2%, which is lower than the industry average of 5.6%.
공시 • Feb 09Herbert Simon to Retire as Chaiman Emeritus and from Board of Simon Property Group, IncOn February 4, 2025, Herbert Simon, age 90, a member and Chaiman Emeritus of the Board of Directors of Simon Property Group, Inc. notified the Company that he is retiring from the Board, including his position as Chairman Emeritus, effective February 4, 2025. Mr. Simon's retirement is not due to a disagreement with the Company on any matter relating to the Company's operations, policies or practices.
공시 • Feb 07+ 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. Estimated net income attributable to common stockholders per diluted share to be $6.95 to $7.20.
New Risk • Feb 06New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.5% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.5% per year for the foreseeable future. Minor Risk Dividend is not well covered by cash flows (104% cash payout ratio).
Reported Earnings • Feb 05Full year 2024 earnings released: EPS: US$7.26 (vs US$6.98 in FY 2023)Full year 2024 results: EPS: US$7.26 (up from US$6.98 in FY 2023). Revenue: US$5.96b (up 5.4% from FY 2023). Net income: US$2.37b (up 3.8% from FY 2023). Profit margin: 40% (in line with FY 2023). Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 6% per year and the company’s share price has also increased by 6% per year.
공시 • Jan 31Simon Property Group, Inc. (NYSE:SPG) acquired Design Management S.R.L. from Kering SA (ENXTPA:KER) for approximately €350 million.Simon Property Group, Inc. (NYSE:SPG) acquired Design Management S.R.L. from Kering SA (ENXTPA:KER) for approximately €350 million on January 30, 2025. The Mall Luxury Outlets operates two luxury outlet destinations in Italy, one in Leccio and the other in Sanremo. Simon Property Group, Inc. (NYSE:SPG) completed the acquisition of Design Management S.R.L. from Kering SA (ENXTPA:KER) on January 30, 2025.
Recent Insider Transactions • Jan 05Independent Director recently bought Mex$1.6m worth of stockOn the 30th of December, Reuben Leibowitz bought around 465 shares on-market at roughly Mex$3,458 per share. This transaction amounted to less than 1% 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 Mex$29m more in shares than they have sold in the last 12 months.
Declared Dividend • Nov 22Third quarter dividend of US$2.10 announcedShareholders will receive a dividend of US$2.10. Ex-date: 9th December 2024 Payment date: 30th December 2024 Dividend yield will be 3.0%, which is lower than the industry average of 5.6%.
공시 • Oct 04Simon Property Group, Inc. to Report Q3, 2024 Results on Nov 05, 2024Simon Property Group, Inc. announced that they will report Q3, 2024 results After-Market on Nov 05, 2024
Recent Insider Transactions • Oct 02Independent Director recently bought Mex$1.5m worth of stockOn the 30th of September, Reuben Leibowitz bought around 453 shares on-market at roughly Mex$3,276 per share. This transaction amounted to less than 1% 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 Mex$26m more in shares than they have sold in the last 12 months.
Upcoming Dividend • Sep 02Upcoming dividend of US$2.05 per shareEligible shareholders must have bought the stock before 09 September 2024. Payment date: 30 September 2024. Trailing yield: 4.9%. Lower than top quartile of Mexican dividend payers (7.3%). In line with average of industry peers (5.1%).
Declared Dividend • Aug 12Second quarter dividend of US$2.05 announcedShareholders will receive a dividend of US$2.05. Ex-date: 9th September 2024 Payment date: 30th September 2024 Dividend yield will be 3.5%, which is lower than the industry average of 5.6%.
New Risk • Aug 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 5.3% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (101% cash payout ratio). Large one-off items impacting financial results.
공시 • Aug 07Simon Property Group, Inc. announces Quarterly dividend, payable on September 30, 2024Simon Property Group, Inc. announced Quarterly dividend of USD 2.0500 per share payable on September 30, 2024, ex-date on September 09, 2024 and record date on September 09, 2024.
Reported Earnings • Aug 06Second quarter 2024 earnings released: EPS: US$1.51 (vs US$1.49 in 2Q 2023)Second quarter 2024 results: EPS: US$1.51 (up from US$1.49 in 2Q 2023). Revenue: US$1.46b (up 6.5% from 2Q 2023). Net income: US$493.5m (up 1.5% from 2Q 2023). Profit margin: 34% (down from 36% in 2Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Jul 12Simon Property Group, Inc. to Report Q2, 2024 Results on Aug 05, 2024Simon Property Group, Inc. announced that they will report Q2, 2024 results After-Market on Aug 05, 2024
Recent Insider Transactions • Jul 04Independent Director recently bought Mex$1.3m worth of stockOn the 28th of June, Reuben Leibowitz bought around 486 shares on-market at roughly Mex$2,743 per share. This transaction amounted to less than 1% 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 Mex$24m more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 17%After last week's 17% share price gain to Mex$2,885, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 15x in the Retail REITs industry globally. Total returns to shareholders of 32% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$3,049 per share.
Upcoming Dividend • May 31Upcoming dividend of US$2.00 per shareEligible shareholders must have bought the stock before 07 June 2024. Payment date: 28 June 2024. Trailing yield: 5.3%. Lower than top quartile of Mexican dividend payers (6.5%). In line with average of industry peers (5.6%).
Declared Dividend • May 13First quarter dividend of US$2.00 announcedShareholders will receive a dividend of US$2.00. Ex-date: 7th June 2024 Payment date: 28th June 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.
Reported Earnings • May 08First quarter 2024 earnings released: FFO per share: US$4.1 (vs US$3.13 in 1Q 2023)First quarter 2024 results: FFO per share: US$4.1 (up from US$3.13 in 1Q 2023). Revenue: US$1.44b (up 6.4% from 1Q 2023). Funds from operations (FFO): US$1.33b (up 30% from 1Q 2023). FFO margin: 93% (up from 76% in 1Q 2023). Revenue is forecast to grow 1.2% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
New Risk • May 07New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.1% per year for the foreseeable future.
공시 • Apr 12Simon Property Group, Inc. to Report Q1, 2024 Results on May 06, 2024Simon Property Group, Inc. announced that they will report Q1, 2024 results After-Market on May 06, 2024
공시 • Mar 28Simon Property Group, Inc., Annual General Meeting, May 08, 2024Simon Property Group, Inc., Annual General Meeting, May 08, 2024, at 08:30 Eastern Daylight. Location: Simon Property Group Headquarters, 225 W. Washington St. Indianapolis Indiana United States Agenda: To consider election of directors; to consider advisory vote to approve the compensation of Named Executive Officers; to consider ratify the appointment of Ernst & Young LLP as independent registered public accounting firm for 2024; and to consider other business issues.
Declared Dividend • Mar 05Fourth quarter dividend of US$1.95 announcedShareholders will receive a dividend of US$1.95. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 3.9%, which is lower than the industry average of 5.6%.
Upcoming Dividend • Feb 29Upcoming dividend of US$1.95 per shareEligible shareholders must have bought the stock before 07 March 2024. Payment date: 29 March 2024. Trailing yield: 5.3%. Lower than top quartile of Mexican dividend payers (6.6%). In line with average of industry peers (5.6%).
Declared Dividend • Feb 12Fourth quarter dividend of US$1.95 announcedShareholders will receive a dividend of US$1.95. Ex-date: 7th March 2024 Payment date: 29th March 2024 Dividend yield will be 4.1%, which is lower than the industry average of 5.6%.
공시 • Feb 10Simon Property Group, Inc. Appoints Nina P. Jones to the Board’s Audit CommitteeSimon Property Group, Inc. on January 9, 2024, Nina P. Jones was appointed to the Company’s Board of Directors on January 8, 2024, effective immediately. At the time of the appointment, the Board had not made a determination regarding the committee of the Board to which Ms. Jones would be appointed. On February 8, 2024, the Board appointed Ms. Jones to the Board’s Audit Committee, effective immediately.
공시 • Feb 09Simon Property Group, Inc. (NYSE:SPG) announces an Equity Buyback for $2,000 million worth of its shares.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 share repurchases take place over the next 24 months.
Reported Earnings • Feb 06Full year 2023 earnings released: EPS: US$6.98 (vs US$6.52 in FY 2022)Full year 2023 results: EPS: US$6.98 (up from US$6.52 in FY 2022). Revenue: US$5.66b (up 6.9% from FY 2022). Net income: US$2.28b (up 6.7% from FY 2022). Profit margin: 40% (in line with FY 2022). Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
공시 • Feb 06+ 1 more updateSimon Property Group, Inc. Provides Earnings Guidance for the Fiscal Year Ending December 31, 2024Simon Property Group, Inc. provided earnings guidance for the fiscal year ending December 31, 2024. The company currently estimates net income to be within a range of $6.45 to $6.70 per diluted share for the year ending December 31, 2024.
공시 • Jan 11Simon Property Group, Inc. to Report Q4, 2023 Results on Feb 05, 2024Simon Property Group, Inc. announced that they will report Q4, 2023 results After-Market on Feb 05, 2024
공시 • Jan 10Simon Property Group Announces Appointment of Nina P. Jones to Board of DirectorsSimon® announced that Nina P. Jones has been appointed to its Board of Directors, effective January 8, 2024. Ms. Jones retired from T. Rowe Price where she most recently served as Vice President, Portfolio Manager, of the U.S. Real Estate Equity Strategy. Ms. Jones also served as global team leader for real estate at T. Rowe Price including as portfolio manager of the Global Real Estate Equity Strategy. She was an Investment Advisory Committee member of the Mid-Cap Value, Institutional Large-Cap Value, Global Growth, Global Stock, and Financial Services strategies for T. Rowe. Prior to T. Rowe, Ms. Jones worked as a Senior Associate for KPMG, earning the CPA designation. Ms. Jones earned her BS in accounting and finance from the University of Maryland before obtaining her MBA from Columbia University, Graduate School of Business with Honors.
Valuation Update With 7 Day Price Move • Dec 19Investor sentiment improves as stock rises 21%After last week's 21% share price gain to Mex$2,500, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 19x in the Retail REITs industry globally. Total returns to shareholders of 84% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$2,796 per share.
New Risk • Nov 15New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.3% per year for the foreseeable future.
공시 • Nov 02Simon Property Group, Inc. Declares Quarterly Common Stock Dividend for the Fourth Quarter of 2023, Payable on December 29, 2023Simon Property Group, Inc. declared a quarterly common stock dividend of $1.90 for the fourth quarter of 2023. This is an increase of $0.10, or 5.6% year-over-year. The dividend will be payable on December 29, 2023 to shareholders of record on December 8, 2023.
공시 • Nov 01Simon Property Group, Inc. Provides Earning Guidance for the Year Ending December 31, 2023Simon Property Group, Inc. provided earning guidance for the year ending December 31, 2023. For the period, the company currently estimates net income to be within a range of? $6.67 to $6.77 per diluted share.
New Risk • Nov 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Shares are highly illiquid. Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future.
Reported Earnings • Nov 01Third quarter 2023 earnings released: FFO per share: US$3.7 (vs US$3.35 in 3Q 2022)Third quarter 2023 results: FFO per share: US$3.7 (up from US$3.35 in 3Q 2022). Revenue: US$1.41b (up 7.2% from 3Q 2022). Funds from operations (FFO): US$1.20b (up 9.3% from 3Q 2022). FFO margin: 85% (up from 84% in 3Q 2022). The increase in margin was primarily driven by higher revenue. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Global Retail REITs industry. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
공시 • Sep 29Simon Property Group, Inc. to Report Q3, 2023 Results on Oct 30, 2023Simon Property Group, Inc. announced that they will report Q3, 2023 results After-Market on Oct 30, 2023
Upcoming Dividend • Aug 31Upcoming dividend of US$1.90 per share at 6.7% yieldEligible shareholders must have bought the stock before 07 September 2023. Payment date: 29 September 2023. Trailing yield: 6.7%. Within top quartile of Mexican dividend payers (6.3%). Higher than average of industry peers (5.8%).