Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$66.3B
324M shares
52-week range
$172.19 – $238.50
47% from low
Sector
REAL ESTATE INVESTMENT TRUSTS
Exchange
NYSE
CS
P/S (TTM)
9.5
EV / FCF (TTM)
29.0
Simon Property Group is the largest retail real estate investment trust in the United States. Its portfolio includes an interest in 254 properties: 114 traditional malls, 108 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and 12 other retail properties. Simon's portfolio averaged $838 in sales per square foot over the trailing 12 months. The company also owns a 22% interest in Klépierre, a European retail company with investments in shopping centers in 14 countries, and joint-venture interests in 33 premium outlets across 14 countries.
www.simon.comNo one on the platform currently holds SPG.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-03-31 | 21,600 | $3.6M |
| Bridgewater Associatesas of 2026-03-31 | 3,424 | $638.7K |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-09-09 | $2.2500 | 2026-09-30 |
| 2026-06-09 | $2.2500 | 2026-06-30 |
| 2026-03-10 | $2.2000 | 2026-03-31 |
| 2025-12-10 | $2.2000 | 2025-12-31 |
| 2025-09-09 | $2.1500 | 2025-09-30 |
| 2025-06-09 | $2.1000 | 2025-06-30 |
| 2025-03-10 | $2.1000 | 2025-03-31 |
| 2024-12-09 | $2.1000 | 2024-12-30 |
| 2024-09-09 | $2.0500 | 2024-09-30 |
| 2024-06-07 | $2.0000 | 2024-06-28 |
No one on the platform has traded SPG yet.
| 2024-03-07 | $1.9500 | 2024-03-29 |
| 2023-12-07 | $1.9000 | 2023-12-29 |
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 9.4% | 9.5% | 9.6% | — | — | — |
| Rev. Growth % | 6.7% | 6.7% | ||||
| Profit Margin % | 72.5% | 47.4% | 41.0% | |||
| Free Cash Flow Margin % | 56.0% | 56.5% | 52.5% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +1.2% on the P/E track.
At today's price, your expected annual return is +5.6% on the P/E track.
At today's price, your expected annual return is +9.5% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $6.6B | +15.1% | $6.65 | $6.57–$6.70 | 30.6× | 3 |
| 2027 | $6.9B | +3.7% | $6.94 | $6.87–$7.09 | 29.3× | 5 |
| 2028 | $7.1B | +2.7% | $7.61 | $6.64–$8.56 | 26.8× | 5 |
| 2029 | $7.8B | +10.3% | $7.58 | $7.33–$7.81 | 26.9× | 1 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 5 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-10 | $1.64 | $1.49 | -9.1% |
| 2026-05-11 | $1.46 | $1.48 | +1.4% |
| 2026-02-02 | $1.90 | $9.35 | +392.1% |
| 2025-11-03 | $1.97 | $1.86 | -5.6% |
| 2025-08-04 | $1.60 | $1.70 | +6.2% |
| 2025-05-12 | $1.36 | $1.27 | -6.6% |
| 2025-02-04 | $1.98 | $2.04 | +3.0% |
| 2024-11-01 | $1.57 |
| $2.84 |
| +80.9% |
| $2.0B |
| — |
| KIMKimco Realty Corporation | $23.22 | +0.13% | $15.7B | — |
| NNNNNN REIT, Inc. | $43.76 | -0.25% | $8.3B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
Cramer's lightning round: 'I am not going to put my money on AstraZeneca' $spg $frt Simon Property Group: “It is so great. ... I also like Federal Realty. Both of them are excellent.” https://www.cnbc.com/2026/09/08/cramers-lightning-round-i-am-not-going-to-put-my-money-on-astrazeneca.html?__source=iosappshare%7Ccom.stocktwits.StockTwits.STShareExtension
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$SPG this has been going down every day. Best to get out?
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I love dividend growth stocks because its like I get a raise every year just for holding. TTM Growth Rates (according to Seeking Alpha): $SPG 5.39% $MRK 5.04% $PEP 4.74% $CVX 4.49% $JNJ 4.38%
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$SPG Best Buy ever during Covid. Easy long term money. RIP David Simon.
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$SPG Price: $220.73 (+1.12%) Trend: Bullish Market Bias (7D): Sideways ⚖️ Expected Range: ±0.13% RSI: 39.8 | Momentum: Moderate Volume: -24.1% vs avg Volatility: 1.08% Support: $217.29 | Resistance: $238.50 Data and analytics sourced from Thescanner educational research https://www.thescanner.ai
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$SPG might be a buying opportunity. Hope you all been saving cash. The market in general has been due for a pullback.
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$SPG — May said the pipeline was "significantly larger than last year" without a number; August put one on it: 26% larger, 100+ incremental deals, new-lease rents up 17%, TIs down 12%. Saks OFF 5TH recapture — 1M sq ft returned mid-May, $18M in rent replaced by deals tracking toward $44M, occupancy held at 96% through the whole thing. TRG showing 300bps of EBITDA margin expansion with "another couple hundred to go." Guidance raised again to $13.20–$13.30. And Simon Media Network — discussed in Q&A as a portfolio data exercise in May — arrived in August with a press release in draft, mid-teens revenue growth, 4,000 screens, and a declared commercial identity. "The guidance effectively assumes a slowdown" #TheGapReport
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https://www.marketbeat.com/earnings/reports/2026-8-10-simon-property-group-inc-stock/ $SPG Simon Property Group Earnings Transcript
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$SPG Q2 '26 Earnings Results & Recap • Reported GAAP EPS of $1.49 down -12.35% YoY • Reported revenue of $1.79B up 19.50% YoY
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$SPG | SIMON PROPERTY GROUP, INC. Q2 2026 EARNINGS HIGHLIGHTS ◆ FFO: $3.29 vs. $3.18 est. ✅ ◆ Revenue: $1.79B vs. $1.61B est. ✅ ◆ Net Income: $574.1M (-10.8% YoY) ◆ Real Estate FFO: $1.249B (+8.2% YoY) ◆ Domestic Property NOI Growth: 8.5% ◆ Occupancy Rate: 96.0% (+0.0% YoY) Segment Performance: ◆ Lease Income: $1.660B (+20.3% YoY) ◆ Mgmt Fees & Other: $0.041B (+7.7% YoY) ◆ Other Income: $0.090B (+11.1% YoY) Key Metrics: ◆ Retailer sales per sq ft rose 13.9% YoY to $838 for trailing 12 months ended June 30, 2026. ◆ Base minimum rent per sq ft increased 6.3% YoY to $62.42 at June 30, 2026. ◆ Q3 2026 common dividend declared at $2.25/share, up $0.10 or 4.7% YoY. Forward Guidance: ◆ FY2026 Real Estate FFO per diluted share raised to $13.20–$13.30 (midpoint increase of $0.08 vs. prior guidance of $13.10–$13.25). ◆ FY2026 estimated net income attributable to common stockholders per diluted share: $6.47–$7.47 (prior: $6.61–$6.76).
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