Simon Property Group Beheer
Beheer criteriumcontroles 3/4
De CEO Simon Property Group is Eli Simon, benoemd in Aug2025, heeft een ambtstermijn van 2.25 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 5.15M, bestaande uit 13.6% salaris en 86.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.017% van de aandelen van het bedrijf, ter waarde $ 14.60M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.8 jaar en 9.5 jaar.
Belangrijke informatie
Eli Simon
Algemeen directeur
US$5.1m
Totale compensatie
| Percentage CEO-salaris | 13.56% |
| Dienstverband CEO | 1yr |
| Eigendom CEO | 0.02% |
| Management gemiddelde ambtstermijn | 7.8yrs |
| Gemiddelde ambtstermijn bestuur | 9.5yrs |
Recente managementupdates
Recent updates
Narratiefupdate • Aug 04
SPG: Future Returns Will Balance Rich Dividend With Full Pricing Risk
The analyst price target for Simon Property Group has edged higher by about $3.50, as analysts factor in updated Q2 results across retail REIT peers, modestly adjusted revenue growth and profit margin assumptions, and a slightly higher future P/E outlook. Analyst Commentary Recent Street research on Simon Property Group shows a tight cluster of price targets moving higher, although opinions on the stock's risk or reward are mixed.Seeking Alpha • Jul 23
Simon Property Group Through The Prism Of Credit: Strong Business, Expensive Tools
Summary Simon Property Group exhibits strong fundamentals, with investment-grade credit ratings and stable earnings, but its common stock trades at a significant premium. The current AFFO yield is 5.2%, and the price-to-book ratio has risen to 15.2, indicating a high market premium versus historical levels. SPG's preferred stock and OTC bonds offer low yields relative to risk, with preferreds yielding just 0.33% to call and bonds at a 0.85% spread to Treasuries. I refrain from recommending SPG's common, preferred, or bond instruments at this time due to valuation and yield concerns despite robust credit metrics. Read the full article on Seeking AlphaNarratiefupdate • Jul 15
SPG: Future Returns Will Balance Higher Dividends With Full Pricing Risk
The analyst fair value estimate for Simon Property Group has edged up to about $224 from $219, reflecting updated Street price targets clustered around $213 to $236 and analyst views that the stock’s strong fundamentals are now broadly reflected in its valuation. Analyst Commentary Recent research on Simon Property Group shows a fairly tight range of price targets, with most valuations grouped around the low to mid US$200s.Narratiefupdate • Jun 30
SPG: Future Returns Will Balance Higher Dividends With Rich Pricing Risk
The analyst price target for Simon Property Group has been increased by about $5 to $219. Analysts attribute this change to expectations of slightly stronger revenue growth, modestly higher profit margins, and a somewhat higher future P/E in their updated models.Narratiefupdate • Jun 13
SPG: Future Returns Will Reflect Higher Dividend Payouts And Leadership Transition Uncertainty
The analyst price target for Simon Property Group edges up by $1 to $214.55 as analysts factor in updated FFO estimates, modestly higher fair value, and refreshed models following recent conference takeaways and Q1 results. Analyst Commentary Recent research updates on Simon Property Group focus on refreshed FFO modeling, Q1 results, and sector wide revisions for U.S. retail REITs. The new US$214.55 average price target sits within a tight range of individual targets from US$199 to US$217, with most analysts maintaining neutral or equal weight type ratings.Narratiefupdate • May 30
SPG: Future Returns Will Reflect Healthy Malls Dividend Strength And Leadership Transition Risks
Narrative Update: Simon Property Group Analysts have nudged the updated price target for Simon Property Group higher to $213.55 from $208.55, citing refreshed models after recent Q1 reports across retail REITs and adjustments to estimates that reflect changes in growth, margins, and P/E assumptions. Analyst Commentary Street research around Simon Property Group has been active, with a series of updated price targets and refreshed models following recent Q4 and Q1 reporting periods across retail REITs. Most of these moves center on adjustments to estimates for net operating income, interest expense, and P/E assumptions, which feed directly into revised valuation views.Narratiefupdate • Apr 23
SPG: Future Returns Will Reflect Healthy Malls Buybacks And Leadership Change Risks
Analysts have nudged their blended price target for Simon Property Group higher to $208.55 from $206.30. This reflects recent research that points to updated retail REIT models after Q4 results, stronger mall operating metrics and a reassessment of valuation across the group.Narratiefupdate • Apr 05
SPG: Future Returns Will Reflect Strong Malls Buybacks And Leadership Transition
Simon Property Group's fair value estimate edges up to $206.30 from $206.15, reflecting analysts' higher price targets across the Street as they refresh models after Q4 retail REIT updates and factor in solid operating metrics along with modest adjustments to discount rates and future P/E assumptions. Analyst Commentary Recent research updates cluster on the positive side for Simon Property Group, with most firms lifting price targets following Q4 retail REIT reporting and model refreshes.Narratiefupdate • Mar 22
SPG: Future Returns Will Reflect Strong Mall Fundamentals And New Buyback Program
Analysts have nudged the fair value estimate for Simon Property Group to $206.15 from $205.40, reflecting a series of higher price targets across the Street that are supported by updated retail REIT models, firmer operating metrics, and expectations for steadier revenue growth despite slightly lower profit margin assumptions. Analyst Commentary Recent Street research on Simon Property Group reflects a generally constructive stance on the stock, with higher fair value and price targets supported by updated REIT models, refreshed mall sector views, and revised funds from operations assumptions.Narratiefupdate • Mar 07
SPG: Future Returns Will Reflect Mall Strength And Mixed 2026 REIT Sentiment
Analysts have nudged their blended fair value estimate for Simon Property Group to about $205 from roughly $202, reflecting updated Q4 models that factor in slightly lower discount rates, modestly higher revenue growth assumptions, a revised profit margin outlook, and Street price target increases across several firms. Analyst Commentary Recent Street research on Simon Property Group has centered on refreshed models after Q4 reporting season, updated views on mall operating metrics, and shifting expectations for the broader retail REIT group.Narratiefupdate • Feb 20
SPG: Future Returns Will Balance Redevelopment Progress And Mixed 2026 REIT Outlook
Our analyst fair value estimate for Simon Property Group has been nudged up by $1.70 to $201.75. This reflects updated modeling as analysts lift price targets following recent sector wide REIT revisions and company specific reassessments around revenue growth, profitability, and forward P/E assumptions.Narratiefupdate • Feb 06
SPG: Future Returns Will Reflect Redevelopment And Balanced 2026 REIT Sector Views
Analysts have nudged their price target for Simon Property Group higher to $200.05 from $197.15, citing updated assumptions around modestly stronger revenue growth, a slightly higher discount rate, stable profit margins, and a somewhat lower future P/E multiple, informed by a series of recent target increases across major firms. Analyst Commentary Recent research on Simon Property Group has become more active, with several firms adjusting price targets and, in some cases, ratings as they refresh models for 2026 and incorporate the latest sector views on U.S. REITs. Bullish Takeaways Bullish analysts are lifting price targets into a range that now stretches above the current blended target, reflecting updated assumptions on revenue and profitability that they see as supportive of Simon's valuation.Narratiefupdate • Jan 23
SPG: Future Returns Will Reflect Redevelopment And Mixed Analyst 2026 REIT Outlook
Analysts have nudged our fair value estimate for Simon Property Group up by about US$3 to US$197.15, reflecting slightly higher assumptions for revenue growth, profit margins, and future P/E after a series of recent price target increases across the Street. Analyst Commentary Recent Street research on Simon Property Group has centered on refreshed price targets for 2026 and updated sector views within the REIT universe.Narratiefupdate • Jan 09
SPG: Future Returns Will Reflect Redevelopment Progress And Anticipated 2026 REIT Turnaround
Narrative Update Our analyst price target framework for Simon Property Group now points to a fair value of US$194.05, a modest US$0.60 adjustment. This reflects analysts factoring in updated REIT models and recent target increases from several firms, which are tied to expectations for a sector turnaround and solid Q3 earnings season commentary.Narratiefupdate • Dec 15
SPG: Future Performance Will Reflect Redevelopment Progress And Measured Premium Mall Expansion
Analysts have nudged their consolidated price target for Simon Property Group modestly higher, with multiple firms lifting estimates in the roughly $6 to $10 per share range to reflect strong Q3 REIT earnings, updated sector models, and improved expectations following recent capital markets activity and transactions. Analyst Commentary Recent Street research reflects a generally constructive outlook on Simon Property Group, with several bullish analysts lifting price targets into the high $180s to low $200s range as they refresh sector models following Q3 results and capital markets activity.Narratiefupdate • Dec 01
SPG: Recent Earnings And Premium Retail Expansion Will Shape Share Performance
Analysts have modestly raised their price target for Simon Property Group from $192 to $193.45. This reflects recent upward adjustments in sector models following strong earnings and ongoing positive momentum in real estate investment trusts.Narratiefupdate • Nov 17
SPG: New Luxury Project And Dividend Boost Will Influence Investor Sentiment
Analysts have raised their price target for Simon Property Group from $188.40 to $192.00. This reflects recent positive updates to sector models and company fundamentals.Narratiefupdate • Nov 03
SPG: Recent Capital Markets Moves Will Shape Mixed-Use Retail Direction
Simon Property Group's analyst price target rose modestly to $188.40 per share from $186.45. Analysts cited recent refinements based on updated earnings projections, profit margins, and adjustments to broader sector valuation models.Narratiefupdate • Sep 27
Urban Redevelopment Will Boost Mixed-use Retail Appeal
Analysts raised Simon Property Group’s price target due to stronger Q2 results, improved capital markets activity, and higher near-term FFO estimates, despite some valuation and macro concerns, resulting in a modest increase in consensus fair value from $184.55 to $186.45. Analyst Commentary Bullish analysts raised price targets citing recent capital markets activity, positive transactions, and Q2 2025 business refinements impacting forward guidance.Narratiefupdate • Sep 12
Urban Redevelopment Will Boost Mixed-use Retail Appeal
Simon Property Group’s consensus price target saw a modest upward revision to $184.55 as analysts updated FY25/FY26 FFO estimates following strong Q2 results and sector-wide REIT outperformance, while some valuation-based downgrades reflect caution amidst macro risks. Analyst Commentary Price target increases by bullish analysts reflect updated FY25 and FY26 Funds From Operations (FFO) estimates following solid Q2 results.Seeking Alpha • Apr 17
Simon Property Group: Price Drop Is A Major Opportunity For Long-Term Investors
Summary Simon Property Group remains attractive for long-term dividend investors despite recent market volatility and recently hitting a 52-week low share price of $136.34. SPG's strong fundamentals, premium malls in affluent locations, and international expansion position it for growth, with a projected 2.3% FFO growth rate in 2025. The REIT's A-rated balance sheet, robust liquidity, and conservative 62% payout ratio ensure dividend safety and flexibility amid potential economic slowdowns. Trading at a forward P/FFO multiple of 11.82x, SPG offers a well-covered dividend, expansion potential, and strong fundamentals, making it a buy for long-term investors. Read the full article on Seeking AlphaSeeking Alpha • Mar 24
Simon Property Group: 5.2% Dividend Yield As U.S. Recession Fears Spike
Summary Simon Property Group offers a 5.2% dividend yield that is 148% covered by the low end of its FFO guidance range for 2025. The 15% pullback possibly presents a buying opportunity in a REIT with a fortress balance sheet and healthy retail demand for its Class A malls. SPG boasts $10.1 billion in liquidity, declining long-term debt, and excess free cash flow, supporting potential investments despite economic slowdown risks. With a well-diversified tenant base and positive credit outlook, SPG remains in a strong position amid US recession fears, though retail REIT sentiment may suffer. Read the full article on Seeking AlphaSeeking Alpha • Mar 13
Simon Property Group: Price Drop Creates Opportunity
Summary Simon Property Group remains an attractive investment due to its strong dividend yield, robust cash flows, and high occupancy rates, despite recent price drops. SPG's Q4 earnings show solid performance with FFO per share at $3.35, supporting a 5% dividend yield and indicating potential for future dividend raises. The portfolio's high occupancy rates and strategic developments, including new international projects and mixed-use developments, ensure continued growth and resilience. Valuation analysis suggests a 12% upside potential, with a total return potential of 17% when including the 5% dividend yield, making SPG a compelling buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 06
Simon Property Group: The Mall Isn't Dead After Strong Earnings And Continued Dividend Increases
Summary Simon Property Group delivered a top-line beat of $170 million and increased its quarterly dividend, showcasing strong performance in a post-pandemic environment. SPG's occupancy rates and base minimum rent per sq foot are rising, indicating high demand for physical retail spaces despite e-commerce growth. SPG's price to FFO ratio is attractive compared to peers, and the dividend yield of 4.85% is well-covered, suggesting potential for future increases. I remain bullish on SPG for 2025, expecting continued capital appreciation and income generation as the company proves the resilience of Class A malls. Read the full article on Seeking AlphaSeeking Alpha • Jan 17
SPG: The Common Shares Are Our Preferred Choice, Though They Are No Longer A Bargain
Summary Simon Property Group's fundamentals remain solid, with increased leasing volumes, higher occupancy, and positive retail sales, but e-commerce competition and high interest rates pose risks. The company's online platform, ShopSimon, shows potential but requires significant growth to impact overall performance, currently lagging behind major e-commerce players. Simon's $4 billion development pipeline, including residential projects, and strategic tenant swaps aim to enhance long-term growth despite challenges in physical retail. Given current valuations and increased risks, Simon Property Group's common shares are rated "Hold," while preferred shares SPG-J are seen as overvalued. Read the full article on Seeking AlphaSeeking Alpha • Dec 12
Simon Property Group: Still An Opportunistic Buy For Long-Term Investors
Summary Simon Property Group's strong fundamentals, frequent dividend increases, and high-quality property locations in affluent areas support a buy rating with potential upside over the next 12-24 months. Despite a 39.27% increase this year, SPG remains attractively valued compared to peers, with a forward P/FFO multiple of 14.14x and a potential price target of $204. SPG's robust Q3 performance, with increased FFO and revenue, along with strong leasing volumes and occupancy rates, indicates continued growth and resilience. The company's enhanced balance sheet, including $11.1 billion in liquidity and strategic debt management, ensures financial stability and capacity for future acquisitions and developments. Read the full article on Seeking AlphaSeeking Alpha • Nov 14
Simon Property Group Is Still Undervalued
Summary Simon Property Group is trading at a discount despite improved fundamentals, making it an attractive investment opportunity with strong earnings growth potential. Malls are regaining popularity, especially among Gen Z, leading to higher occupancy rates and increased lease rates for SPG. SPG's financials have fully rebounded post-COVID, with NOI, dividends, and earnings surpassing pre-pandemic levels, yet the stock remains undervalued. With a favorable leasing environment and solid growth prospects, SPG is poised for stable 4%-5% growth, justifying a fair value multiple of 18X Real Estate FFO. Read the full article on Seeking AlphaSeeking Alpha • Nov 04
Simon Property Group: Inexpensive And Still Increasing The Dividend Yielding Around 5%
Summary Simon Property Group continues to increase its occupancy levels and has exceeded 95% for the past 5 quarters. SPG finished signing 1,200 leases in Q3 bringing their total to around 3,900 in the first 9-months of 2024 with another 1,800 in the pipeline. Increased occupancy rates and more leased space should be a combination that allows SPG to drive further revenue and FFO growth leading to future dividend increases. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$5b |
| Mar 31 2026 | n/a | n/a | US$5b |
| Dec 31 2025 | US$5m | US$698k | US$5b |
Compensatie versus markt: De totale vergoeding ($USD 5.15M ) Eli } ligt onder het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.39M ).
Compensatie versus inkomsten: Er zijn onvoldoende gegevens om de beloning van Eli te vergelijken met de prestaties van het bedrijf.
CEO
Eli Simon (38 yo)
1yr
Tenure
US$5,145,504
Compensatie
Mr. Eli M. Simon is COO of Simon Property Group, Inc., General Partner of Simon Property Group, L.P from August 2025 and also serves as its Director since May 29, 2024 and serves as its CEO & President sin...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1yr | US$5.15m | 0.017% $ 14.6m | |
| Executive VP & CFO | 7.8yrs | US$4.74m | 0.015% $ 12.3m | |
| Chief Administrative Officer | 19.6yrs | US$4.22m | 0.012% $ 10.2m | |
| General Counsel & Secretary | 9.6yrs | US$4.22m | 0.013% $ 10.7m | |
| Senior VP & Chief Accounting Officer | 7.8yrs | US$3.82m | 0.0054% $ 4.5m | |
| Chief Technology Officer | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Investor Relations | 12.5yrs | geen gegevens | geen gegevens | |
| Chief Marketing Officer | 2.6yrs | geen gegevens | geen gegevens | |
| Chief Human Resources Officer | less than a year | geen gegevens | geen gegevens | |
| Senior Executive VP & MD of Luxury Leasing | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Financial Reporting & Operations | no data | geen gegevens | geen gegevens | |
| President of International Real Estate | no data | geen gegevens | geen gegevens |
7.8yrs
Gemiddelde duur
56yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van SPG is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.8 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 2.3yrs | US$5.15m | 0.017% $ 14.6m | |
| Independent Director | 21.3yrs | US$340.02k | 0.019% $ 16.1m | |
| Independent Non-Executive Chairman | 16.4yrs | US$366.26k | 0.014% $ 11.9m | |
| Vice Chairman | 30.6yrs | US$1.25m | 0.086% $ 72.1m | |
| Independent Director | 3.4yrs | US$304.63k | 0.0022% $ 1.8m | |
| Independent Director | 10.3yrs | US$316.64k | 0.0065% $ 5.5m | |
| Independent Director | 11.1yrs | US$300.56k | 0.0065% $ 5.4m | |
| Independent Director | 8.5yrs | US$324.78k | 0.0056% $ 4.7m | |
| Independent Director | 17.3yrs | US$304.63k | 0.011% $ 8.9m | |
| Independent Director | 8.8yrs | US$319.71k | 0.010% $ 8.7m | |
| Independent Director | 4.7yrs | US$300.56k | 0.0025% $ 2.1m | |
| Independent Director | 2.6yrs | US$304.63k | 0.0013% $ 1.1m |
9.5yrs
Gemiddelde duur
67.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van SPG wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.5 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/11 08:02 |
| Aandelenkoers aan het einde van de dag | 2026/08/11 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Simon Property Group, Inc. wordt gevolgd door 43 analisten. 10 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Rich Hightower | Barclays |
| Richard Hightower | Barclays |