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SPG

SP100NYSE

Simon Property Group, Inc.

Real Estate · REIT - Retail · United States

$219.21
+0.42% today
Mkt Cap
$83.22B
P/E
15.47×
Fwd P/E
32.76×
Div Yield
4.06%
Beta
1.33×
52W Range
70.9%
Company profileSource: provider

Simon Property Group, Inc. is a self-administered and self-managed real estate investment trust (REIT). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At December 31, 2024, we owned or had an interest in 229 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 88% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at December 31, 2024, we had a 22.4% ownership interest in Klepierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries. Simon Property Group, Inc. was incorporated in 1960 and is based in Indianapolis, Indiana.

www.simon.com
By the numbersComputed from live metrics

Shares trade at a moderate 15.7× trailing earnings, easing to 33.5× on forward estimates. Profitability shows a net margin of 70.6% and return on equity of 113.6%. Leverage is high at 5.8× net debt/EBITDA. Revenue grew 19.3% year-on-year. It yields 3.9% in dividends. The mean analyst target of USD219.26 sits 3.0% below the current price (Buy, 19 analysts).

AI analysisAI-generated · 04 Jul 2026 · claude-opus (research)

business model

Simon Property Group is a real estate investment trust that owns, develops, and manages premier retail real estate, including malls, premium outlets, and mixed-use destinations. It generates revenue primarily from leasing space to retailers and other tenants, earning base rent plus overage/percentage rent, tenant reimbursements, and ancillary income, and also holds equity stakes in retail brands and international properties.

revenue segments

Revenue comes chiefly from lease income across its property portfolio of malls and premium outlets, along with management fees and income from investments, including its interest in the Taubman portfolio, international properties, and equity positions in retail operating companies. Property leasing is the core driver.

key dependencies

Depends on retailer health and demand for physical retail space, occupancy and rent-spread trends, consumer spending and mall traffic, interest rates affecting financing and cap rates, and the performance of anchor and specialty tenants. Redevelopment and mixed-use conversion also matter.

competitors

Competes with other retail REITs and mall/outlet owners such as Macerich, Tanger, Brookfield's retail properties, and various regional operators, as well as broadly with e-commerce and alternative retail formats that reduce demand for physical space.

moat

Its moat comes from ownership of high-quality, hard-to-replicate Class A malls and premium outlet centers in strong locations, scale that attracts national tenants, an experienced management platform, and a strong balance sheet that supports redevelopment and acquisitions.

risks

Risks include secular pressure from e-commerce, tenant bankruptcies and store closures, exposure to weaker lower-tier malls, sensitivity to interest rates and refinancing costs, consumer-spending downturns, and the capital intensity of redeveloping properties and diversifying into mixed-use.

01

Financials & metrics

as of 26 Aug 2026
52-week rangeNear 52-week high · 71%
Low $172.19Now $219.21High $238.50

Price is closer to the high end of its range. Green = nearer the yearly low, red = nearer the high — a position indicator, not a buy/sell signal.

Valuation
Profitability
Growth
Financial Health
Efficiency
Cash Flow
Per Share
Dividend
Market

Tap any metric for an explanation. provider computedN/A not available from source

Profit & loss · annual (USD)latest net margin 72.7%
📈

Valuation history is being recorded

We snapshot P/E and price targets daily. This chart fills in over the coming days.

Full financial statements

Income statement

Line item20252024202320222021
Total revenue$6.36B$5.96B$5.66B$5.29B
Cost of revenue$1.15B$1.04B$1.03B$1.00B
Gross profit$5.21B$4.92B$4.63B$4.29B
Operating expense$2.04B$1.83B$1.82B$1.71B
Operating income$3.18B$3.09B$2.81B$2.58B
Interest expense$974.84M$905.80M$854.65M$761.25M
Pretax income$5.40B$2.75B$2.70B$2.54B
Tax provision$35.79M$23.26M$81.87M$83.51M
Net income$4.63B$2.37B$2.28B$2.14B
EBITDA$7.93B$5.02B$4.89B$4.59B
Diluted EPS$14.17$7.26$6.98$6.52

Balance sheet

Line item20252024202320222021
Total assets$40.61B$32.41B$34.28B$33.01B
Current assets$2.31B$2.83B$3.59B$2.11B
Cash & equivalents$823.15M$1.40B$1.17B$621.63M
Total liabilities$33.90B$28.81B$30.60B$29.19B
Current liabilities$4.05B$3.40B$3.46B$3.19B
Total debt$29.19B$24.78B$26.52B$25.46B
Long-term debt$28.08B$24.26B$26.03B$24.96B
Shareholders' equity$5.21B$2.94B$3.02B$3.14B
Retained earnings-$4.61B-$6.38B-$6.10B-$5.93B
Working capital-$1.74B-$566.36M$132.36M-$1.09B

Cash flow

Line item20252024202320222021
Operating cash flow$4.14B$3.81B$3.93B$3.77B
Investing cash flow-$1.60B$1.41B-$1.36B-$626.56M
Financing cash flow-$3.11B-$4.99B-$2.02B-$3.05B
Capital expenditure-$934.35M-$755.58M-$793.28M-$650.02M
Free cash flow$3.20B$3.06B$3.14B$3.12B
Dividends paid-$3.23B-$3.05B-$2.80B-$2.59B
Share buybacks-$253.35M-$60.68M-$162.74M-$189.35M
End cash position$823.15M$1.40B$1.17B$621.63M

Reported figures from public filings via Yahoo Finance. Line coverage varies by company. Not investment advice.

02

Dividends

Dividend Yield
4.06%
Annual Rate
$8.90
Payout Ratio
62.1%
Frequency
Quarterly
Upcoming ex-date
09 Sept 2026
Pay date
30 Sept 2026
Most recent
$2.25
Dividend history · per payment (USD)
03

Analyst assessment

as of 26 Aug 2026
Buy19 analysts
Implied to mean target
+7.7%
Low $207.00High $285.00
Now
$219.21
Low
$207.00
Mean
$236.05
High
$285.00
Rating distribution
Strong Buy 1
Buy 6
Hold 14
Sell 0
Strong Sell 0

Aggregate consensus only. Named per-analyst targets require a premium source and are not shown; the data model is ready to hold them if one is added.

04

Technicals

as of 26 Aug 2026
CloseSMA 50SMA 200Golden cross
SMA 50
$223.34
SMA 200
$200.82
RSI (14)
39.2
MACD
-1.39
RSI (14) · overbought > 70 · oversold < 30
05

News

SP Group AS (OCSE:SPG) (Q2 2026) Earnings Call Highlights: Record Revenue Growth and Upgraded ...
SP Group AS (OCSE:SPG) reports a 44.6% revenue surge in Q2 2026, driven by strong organic growth and strategic acquisitions, leading to an upgraded full-year outlook.
GuruFocus.com · 7d ago
Read ↗
Which Retail Real Estate Stock Has Dominated in 2026: Realty Income, Simon Property Group, or Kimco Realty?
Retail real estate crushed the broad property benchmark in 2026, but the three biggest names took very different paths to get there, and the winner depends entirely on what you actually need from your portfolio.
24/7 Wall St. · 7d ago
Read ↗
Are Wall Street Analysts Bullish on Simon Property Stock?
Simon Property has outperformed the broader market over the past year, and analysts remain moderately optimistic about the stock’s prospects.
Barchart · 9d ago
Read ↗
Simon Property Group (SPG) Q2 2026 Earnings Call Transcript
FFO surged 7.9% as leasing demand accelerated across the portfolio.
Motley Fool · 11d ago
Read ↗
Simon Property to More Than Double $18M in Lost Saks Rents
Simon Property expects to turn $18M in lost Saks rent into $44M by re-leasing vacant mall space at higher rates.
CRE Daily · 15d ago
Read ↗
Simon Ups 2026 Outlook on Strong Leasing, New Projects
Simon Property Group’s robust Q2 leasing and revenue gains lift full-year outlook, as development pipeline and base rents also accelerate.
CRE Daily · 15d ago
Read ↗
Simon Property Group (SPG) Is Releasing Vacant Stores At Higher Rents
Simon Property Group (NYSE: SPG) is re-leasing former Saks Off 5th locations at materially higher rents following Saks Global's bankruptcy and store closures. The new leases apply to a broad set of vacated stores and are expected to lift Simon Property Group's rental income profile and support occupancy trends. Management is using the bankruptcy-driven vacancies to sign tenants at current market rates that are well above prior Saks Global lease terms. Consider broadening your watchlist to...
Simply Wall St. · 16d ago
Read ↗
SPG's Q2 FFO Top Estimates on Leasing Strength, Guidance Raised
Simon Property beat Q2 FFO estimates as leasing strength, higher retailer sales and acquisitions drive growth, while 2026 guidance rises.
Zacks · 17d ago
Read ↗
Simon Property Group, Inc. Q2 2026 Earnings Call Summary
Moby summary of Simon Property Group, Inc.'s Q2 2026 earnings call
Moby · 17d ago
Read ↗
Simon poised to rake in millions more in rent thanks to Saks Global closures
After vacating a million square feet, the luxury retailer stopped paying $18 million in rent, but the mall owner is on pace to more than double that.
Retail Dive · 17d ago
Read ↗
S&P 500 Posts Weekly Gain as Tech Giants Surge
The Standard & Poor's 500 index rose 3.6% this week after technology heavyweights jumped and optimis
MT Newswires · 21d ago
Read ↗
Park Hotels & Resorts (PK) Q2 FFO and Revenues Beat Estimates
Park Hotels & Resorts (PK) delivered FFO and revenue surprises of +12.90% and +2.48%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Zacks · 22d ago
Read ↗
Is a Beat in Store for Simon Property Stock in Q2 Earnings?
SPG's Q2 results are likely to show revenue and FFO growth, with strong leasing and occupancy offsetting higher interest and tariff pressures.
Zacks · 22d ago
Read ↗
Simon Property Group (SPG) Stock Looks Cheap Relative To Fair Value
Simon Property Group has delivered a strong 120.5% total return over the past three years, yet current valuation checks suggest the stock may still trade below its estimated intrinsic value based on a Discounted Cash Flow (DCF) approach and market multiples. The 120.5% three year return highlights how strongly the stock has rewarded investors who stayed invested over that period. Future cash flow generation from its retail property portfolio can support the current share price, while any...
Simply Wall St. · 22d ago
Read ↗
Realty Income Corp. (O) Q2 FFO Meet Estimates
Realty Income Corp. (O) delivered FFO and revenue surprises of 0.00% and +0.69%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?
Zacks · 23d ago
Read ↗
Tanger Posts Higher Earnings, Raises Dividend as Open-Air Retail Momentum Builds
By Karen Roman Tanger Inc. (NYSE: SKT) said second quarter net income available to shareholders was $0.29 per share, or $33 million, compared to $0.26 per share, or $29.9 million the year prior, surpassing analysts’ estimates. The company announced its updated fiscal outlook for 2026 and now aims at estimated diluted funds from operations per […] The post Tanger Posts Higher Earnings, Raises Dividend as Open-Air Retail Momentum Builds appeared first on ExecEdge.
Exec Edge · 23d ago
Read ↗
Simon Property Group (SPG) Heads Into Earnings With Its Fair Value Case Under Review
Simon Property Group (SPG) is in focus ahead of its second quarter 2026 earnings report, scheduled for August 10 after the market close, as investors weigh leasing strength against higher interest and tariff related costs. See our latest analysis for Simon Property Group. Despite a softer near term patch, with the 7 day share price return down 4.56% and the latest close at US$225.90, Simon Property Group still shows firm momentum. The 90 day share price return is 9.92% and the 1 year total...
Simply Wall St. · 23d ago
Read ↗
Unveiling Simon Property (SPG) Q2 Outlook: Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Simon Property (SPG) for the quarter ended June 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Zacks · 23d ago
Read ↗
Simon Property Group (SPG) Stock Fair Value Edges Higher After Analyst Target Increases
The latest update for Simon Property Group shows a modest lift in fair value estimates, with the internal price target moving from US$224.42 to US$227.95. That shift aligns with recent Street research, where price targets are clustering higher as analysts refine funds from operations and net operating income assumptions, even while views on risk and entry points remain split. Read on to see how these changing targets, and the research behind them, can help you track the evolving analyst story...
Simply Wall St. · 23d ago
Read ↗
The Zacks Analyst Blog Highlights Host Hotels & Resorts, Realty Income and Simon Property Group
Three REITs could have room for upside this earnings season as positive Earnings ESP and industry trends set the stage for potential surprises.
Zacks · 23d ago
Read ↗
06

Sector peers

Other Real Estate names by market cap.

Compare side by side →
CompanyPriceMkt capP/EUpside
AMTAmerican Tower Corporation$178.35$83.11B24.5+46%
C38U.SICapitaLand Integrated Commercial TrustS$2.41S$18.99B15.1+27%
H78.SIHongkong Land Holdings Limited$8.42$17.95B7.9+34%
9CI.SICapitaLand Investment LimitedS$2.66S$13.28B66.5+58%
A17U.SICapitaLand Ascendas REITS$2.45S$12.24B15.3+54%
U14.SIUOL Group LimitedS$9.51S$8.06B15.3+37%
07

Notes & alerts

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