Simon Property Group, Inc.

Simon Property Group, Inc.

SPGยทNYSE

$203.55

+0.0098%
Real EstateREIT - Retail

Simon is a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations and an S&P 100 company (Simon Property Group, NYSE: SPG). Our properties across North America, Europe and Asia provide community gathering places for millions of people every day and generate billions in annual sales.

At a Glance

Live Snapshot
Market Cap$66.01B
EPS14.1400
P/E Ratio14.40
Earnings Date08/03/2026
spg

Simon Property Group, Inc. Street Expectations Map

SPG ยท NYSE

Wall Street analysts project that SPG stock may see slight declines over the coming 12 months. The consensus 1-year price target stands at 203.10, with estimates ranging from a low of 181.00 to a high of 230.00.

Lowest Target
181.00
-11.08%
Consensus Target
203.10
-0.22%
Highest Target
230.00
12.99%

The consensus 1-year price target stands at 203.10, with estimates ranging from a low of 181.00 to a high of 230.00.

Analyst Consensus Analysis

Upside Potential

-0.2%

Fair value territory. Stock trading near consensus target suggests limited near-term catalysts. Focus on fundamental developments.

Analyst Agreement

24.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

1.17x

Balanced risk-reward. Upside and downside potential relatively symmetric. Suitable for moderate risk tolerance with conviction in thesis.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Efficient pricing: Stock trading at fair value with strong consensus suggests market has priced in expectations. Look for fundamental inflection points or new catalysts to drive meaningful moves.

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Simon Property Group, Inc. Forward Estimates of Revenue

SPG ยท NYSE
Latest Revenue
6.36B
FY 2025
Avg Estimate
5.91B
FY 2026
Estimate Range
5.77B - 6.05B
Analyst Spread

Forward Growth Analysis

Projected Growth-7.1%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Simon Property Group, Inc. Forward Estimates of Net Income

SPG ยท NYSE
Latest Net Income
4.61B
FY 2025
Avg Estimate
2.21B
FY 2026
Estimate Range
2.17B - 2.24B
Analyst Spread

Forward Growth Analysis

Projected Growth-52.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Simon Property Group, Inc. Forward Estimates of EPS

SPG ยท NYSE
Latest EPS
14.14
FY 2025
Avg Estimate
$6.75
FY 2026
Estimate Range
$6.65 - $6.88
Analyst Spread

Forward Growth Analysis

Projected Growth-52.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage7 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Simon Property Group, Inc. Forward Estimates of EBIT

SPG ยท NYSE
Latest EBIT
6.37B
FY 2025
Avg Estimate
3.55B
FY 2026
Estimate Range
3.46B - 3.63B
Analyst Spread

Forward Growth Analysis

Projected Growth-44.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Simon Property Group, Inc. Forward Estimates of EBITDA

SPG ยท NYSE
Latest EBITDA
7.86B
FY 2025
Avg Estimate
5.04B
FY 2026
Estimate Range
4.91B - 5.16B
Analyst Spread

Forward Growth Analysis

Projected Growth-35.9%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Simon Property Group, Inc. Forward Estimates of SG&A Expense

SPG ยท NYSE
Latest SG&A Expense
281.55M
FY 2025
Avg Estimate
168.68M
FY 2026
Estimate Range
164.48M - 172.63M
Analyst Spread

Forward Growth Analysis

Projected Growth-40.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

spg

Simon Property Group, Inc. Insider Positioning

SPG ยท NYSE

During the last 12 months, insiders have purchased $1.81M and sold $2.01M worth of SPG shares, resulting in $200K of net selling activity.

3 Months

Bought

2.2K

412.99K

Sold

0

0.00

Net Activity

+413K

+$413K

3-6 Months

Bought

2.7K

507.97K

Sold

10.0K

2.01M

Net Activity

-1.5M

-$1.50M

6-9 Months

Bought

2.7K

500.71K

Sold

0

0.00

Net Activity

+501K

+$501K

9-12 Months

Bought

2.4K

387.26K

Sold

0

0.00

Net Activity

+387K

+$387K

Top Buyers

1
LRS

Leibowitz Reuben S

Director

2.0K sharesโ€ข4 transactions

$349K

2
GLC

Glasscock Larry C

Director

1.5K sharesโ€ข4 transactions

$264K

3
SDC

Smith Daniel C.

Director

1.4K sharesโ€ข4 transactions

$252K

4
LRJ

Lewis Randall J

Director

1.4K sharesโ€ข6 transactions

$246K

5
RGM

Rodkin Gary M

Director

923 sharesโ€ข4 transactions

$165K

Top Sellers

1
RJ

Rulli John

Officer: Chief Administrative Officer

10.0K sharesโ€ข1 transactions

$2.01M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Slightly bearish with $200K net selling. Selling modestly exceeds buying, which could be routine diversification rather than concern.

Buy/Sell Ratio

0.90:1

Moderately negative ratio. Selling is roughly double the buying, which may be routine or signal caution.

Recent Trend (3 Months)

$413K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

High Buying

5 insider buyers vs. 1 sellers. Broad-based buying across management team suggests widespread confidence.

Insider Activity Insight

Balanced insider activity: Roughly equal buying and selling suggests normal portfolio management rather than strong directional signals. Look to other metrics for clearer investment insights.