SPG

Simon Property Group, Inc. (SPG) | Rumor.io

Simon Property Group

SPG

Attention (50-day avg)0.01%

Attention rank (50-day avg)#588

Bullish sentiment (50-day avg)100%

Price to earnings ratio14.5

Market capitalization77.6B

Earnings per share14.2

Dividend yield (TTM)4.4%

Revenue (annual)6.4B

Net income (annual)5.4B

Social

What share of all stock conversation is about SPG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0.01% +0.01	0% 0

Aug 10

Simon Property Group (SPG) reported Q2 2026 earnings, with revenue of $1.79B, a 19.5% year-over-year increase, and net income of $643.68M.
The company raised its full-year 2026 Real Estate FFO guidance to $13.20-$13.30 per share, a $0.08 midpoint increase, after delivering Q2 Real Estate FFO of $3.29 per share (+7.9% YoY).
Despite the strong top-line growth, the earnings per share (EPS) came in below estimates, with reported GAAP EPS of $1.49 down 12.35% YoY, and FFO/share of $3.12, missing the estimate of $3.22.

Generated by AI

Sentiment

Of the messages about SPG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% 0	96.79% +5.32
Bearish	—	—	0% 0	3.21% -5.32

Bullish· Feb 1

Simon Property Group ($SPG) broke a new historical high, settling at $191.31 with a 3.3% gain.
The company's disciplined growth strategy is a key factor in its impressive performance.
Earnings are due on Monday after hours, potentially providing further catalysts for growth.

Bearish· Feb 9

Investors who held bearish positions on $SPG are advised to reevaluate their strategy, as they have been consistently wrong since the stock's move into the 70's from the low 60's.
Bears may be underinformed about $SPG, as some appear to be basing their decisions on the misconception that "malls are dead" without conducting thorough research.
$SPG's recent performance, including a 74% decline in put value, has been weak, and analysts who missed price targets and still set targets below the current market ask are considered unreliable.

Generated by AI

Topics

Of the messages about SPG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	0%	96.94%	63.71%
Macro	0%	0%	1.4%	22.22%
Technical Analysis	100%	100%	0.47%	0.76%
Earnings	0%	0%	0%	7.96%
Analysts	0%	0%	1.19%	5.24%
Controversies	0%	0%	0%	0.12%

Earnings· Feb 6

Simon Property Group reported Q4 earnings of $3.15 per share, beating expectations of $3.14.
Net income was $673.8 million, and comparable FFO was $1.183 billion, or $3.15 per diluted share.
Domestic property NOI increased 5.8%, and FFO of $3.15 beat expectations by $0.02.

Analysts· Jul 20

Stifel Nicolaus upgraded Simon Property Group (SPG) to "buy" from "hold" with a price target of $132.
The upgrade was attributed to Stifel analyst Simon Yarmak, who cited the dip in the stock as an attractive entry point.
The upgrade resulted in a 4% increase in Simon Property Group's shares, with the new price target of $132.

Announcements· Feb 2

Simon Property Group's Q4 earnings beat estimates, with adjusted EPS of $3.49 and revenue of $1.79B, a 13.2% YoY increase.
The company guides FY26 FFO to $13.00-$13.25, in-line with consensus, and raises quarterly dividend by 4.8% to $2.20/share.
Q4 net income was $3.05B, driven by a $2.89B gain from the Taubman Realty Group acquisition, with real estate funds from operations increasing 4.2% YoY to $1.33B.

Controversies· Jun 4

Simon Property Group is suing Gap for $66M in unpaid rent, with the lawsuit covering rent and other charges for April, May, and June.
This is likely not an isolated incident, as tensions between landlords and tenants are mounting, with other lawsuits expected to follow.
The lawsuit has led to a 7% decline in Gap's stock price, with investors anticipating further legal action against retailers who have skipped rent payments.

Macro· May 10

Simon Property Group's earnings may be impacted by the current economic environment.
The company's performance could be influenced by macroeconomic factors such as inflation.
Simon Property Group's financials may be affected by changes in consumer spending and retail sales.

Generated by AI

Community

Of the messages about SPG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	52.57%	46.56%
Newcomers	100%	100%	47.43%	53.44%

Regulars· Feb 2

Simon Property Group's Q4-2025 results beat expectations, with Adj. EPS of $3.49, revenue of $1.79B, and net income of $3.04B, driven by a significant non-cash gain from the Taubman Realty Group acquisition.
Q4-2025 FFO of $3.49 beat consensus by $0.01, with revenue increasing 13.2% YoY, and FY26 guidance for FFO of $13.00-$13.25 was in-line with consensus.
Simon Property Group reported record Real Estate FFO of $4.812 billion for 2025, with $1.328 billion in Q4, and returned $3.5 billion to shareholders in 2025, completing $2.0 billion in capital expenditures.

Newcomers· Aug 10

Simon Property Group's Q2 2026 earnings beat expectations, with revenue of $1.79B and EPS of $1.49, despite a 10.8% decline in net income year-over-year.
The company raised its full-year 2026 Real Estate FFO guidance to $13.20-$13.30 per share, citing consistent broad-based leasing demand and double-digit growth in its media network.
Simon Property Group's Q2 2026 results show a striking contrast, with a 19.5% year-over-year revenue jump set against a 12.4% decline in earnings per share, raising questions about the company's ability to maintain profits despite strong lease income.

Generated by AI

News

Barclays Sticks to Its Hold Rating for Simon Property (SPG)

Detailed price information for Simon Property Group (SPG-N) from The Globe and Mail including charting and trades.

1d agoThe Globe and Mail

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

Simon Property Group's financials remain robust, but SPG.PR.J's price appreciation potential is exhausted. Read why SPG.PR.J stock is a Strong Sell.

3d agoSeeking Alpha

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

4d agoSeeking Alpha

Evercore ISI Adjusts Price Target on Simon Property to $216 From $219, Maintains In Line Rating

Simon Property Group (SPG) has an average rating of overweight and mean price target of $235.35, acc

9d agoYahoo Finance

Simon Property (SPG) Group Raised Its Outlook Again

On August 10, Simon Property Group (NYSE:SPG) reported results for the three months through June 30 and raised its full-year profit outlook once again. Real estate funds from operations (FFO), a cash-flow measure suited to landlords, hit $3.29 per share. Tenants are earning more from their stores, and management is confident enough to lift its […]

11d agofinance.yahoo.com

Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise

Simon Property Group (NYSE:SPG) said leasing demand across its retail portfolio remains strong, with management citing rising shopper traffic, higher retailer sales and continued interest from domestic and international brands. At a company roundtable, Chief Executive Officer Eli Simon said the ope

13d agoYahoo Finance

Also Discussed

Investors talking about SPG also mention

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1	The Macerich CompanyMAC	0%0
2	Kimco Realty CorporationKIM	0%0
3	Tanger Factory Outlet Centers, Inc.SKT	0%new
4	Regency Centers CorporationREG	0%0
5	Prologis, Inc.PLD	0%0
6	W. P. Carey Inc.WPC	0%+0
7	Public StoragePSA	0%new
8	BXP, Inc.BXP	0%new
9	Federal Realty Investment TrustFRT	0%0
10	Realty Income Corp.O	0.01%-0.03

Simon Property Group, Inc.

Real Estate
REIT - Retail

Simon Property Group, Inc. is a real estate investment trust specializing in premier retail and mixed-use properties. The company focuses on the ownership, development, and management of large-scale shopping, dining, entertainment, and mixed-use destinations, including traditional malls, Premium Outlets, Mills centers, and lifestyle centers. Its portfolio spans key metropolitan and tourist markets, providing high-traffic retail environments for a broad range of national and international brands. These properties serve as community and regional hubs, combining retail with food, leisure, and experiential concepts to attract consistent consumer footfall. Simon Property Group also holds interests in retail real estate ventures outside the United States, extending its presence into Europe and Asia through stakes in shopping center operators and outlet joint ventures. Headquartered in Indianapolis, Indiana, and organized as a self-administered, self-managed REIT, Simon Property Group plays a significant role in the retail real estate sector by offering institutional-quality assets to tenants and exposure to retail property performance for income-focused investors.

Website

Location

225 West Washington Street

Indianapolis, IN, 46204-3438

United States

Social

What share of all stock conversation is about SPG?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0% new	0% 0	0.01% +0.01	0% 0

Aug 10

Simon Property Group (SPG) reported Q2 2026 earnings, with revenue of $1.79B, a 19.5% year-over-year increase, and net income of $643.68M.
The company raised its full-year 2026 Real Estate FFO guidance to $13.20-$13.30 per share, a $0.08 midpoint increase, after delivering Q2 Real Estate FFO of $3.29 per share (+7.9% YoY).
Despite the strong top-line growth, the earnings per share (EPS) came in below estimates, with reported GAAP EPS of $1.49 down 12.35% YoY, and FFO/share of $3.12, missing the estimate of $3.22.

Generated by AI

Sentiment

Of the messages about SPG that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	—	—	100% 0	96.79% +5.32
Bearish	—	—	0% 0	3.21% -5.32

Bullish· Feb 1

Simon Property Group ($SPG) broke a new historical high, settling at $191.31 with a 3.3% gain.
The company's disciplined growth strategy is a key factor in its impressive performance.
Earnings are due on Monday after hours, potentially providing further catalysts for growth.

Bearish· Feb 9

Investors who held bearish positions on $SPG are advised to reevaluate their strategy, as they have been consistently wrong since the stock's move into the 70's from the low 60's.
Bears may be underinformed about $SPG, as some appear to be basing their decisions on the misconception that "malls are dead" without conducting thorough research.
$SPG's recent performance, including a 74% decline in put value, has been weak, and analysts who missed price targets and still set targets below the current market ask are considered unreliable.

Generated by AI

Topics

Of the messages about SPG that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Announcements	0%	0%	96.94%	63.71%
Macro	0%	0%	1.4%	22.22%
Technical Analysis	100%	100%	0.47%	0.76%
Earnings	0%	0%	0%	7.96%
Analysts	0%	0%	1.19%	5.24%
Controversies	0%	0%	0%	0.12%

Earnings· Feb 6

Simon Property Group reported Q4 earnings of $3.15 per share, beating expectations of $3.14.
Net income was $673.8 million, and comparable FFO was $1.183 billion, or $3.15 per diluted share.
Domestic property NOI increased 5.8%, and FFO of $3.15 beat expectations by $0.02.

Analysts· Jul 20

Stifel Nicolaus upgraded Simon Property Group (SPG) to "buy" from "hold" with a price target of $132.
The upgrade was attributed to Stifel analyst Simon Yarmak, who cited the dip in the stock as an attractive entry point.
The upgrade resulted in a 4% increase in Simon Property Group's shares, with the new price target of $132.

Announcements· Feb 2

Simon Property Group's Q4 earnings beat estimates, with adjusted EPS of $3.49 and revenue of $1.79B, a 13.2% YoY increase.
The company guides FY26 FFO to $13.00-$13.25, in-line with consensus, and raises quarterly dividend by 4.8% to $2.20/share.
Q4 net income was $3.05B, driven by a $2.89B gain from the Taubman Realty Group acquisition, with real estate funds from operations increasing 4.2% YoY to $1.33B.

Controversies· Jun 4

Simon Property Group is suing Gap for $66M in unpaid rent, with the lawsuit covering rent and other charges for April, May, and June.
This is likely not an isolated incident, as tensions between landlords and tenants are mounting, with other lawsuits expected to follow.
The lawsuit has led to a 7% decline in Gap's stock price, with investors anticipating further legal action against retailers who have skipped rent payments.

Macro· May 10

Simon Property Group's earnings may be impacted by the current economic environment.
The company's performance could be influenced by macroeconomic factors such as inflation.
Simon Property Group's financials may be affected by changes in consumer spending and retail sales.

Generated by AI

Community

Of the messages about SPG, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	0%	0%	52.57%	46.56%
Newcomers	100%	100%	47.43%	53.44%

Regulars· Feb 2

Simon Property Group's Q4-2025 results beat expectations, with Adj. EPS of $3.49, revenue of $1.79B, and net income of $3.04B, driven by a significant non-cash gain from the Taubman Realty Group acquisition.
Q4-2025 FFO of $3.49 beat consensus by $0.01, with revenue increasing 13.2% YoY, and FY26 guidance for FFO of $13.00-$13.25 was in-line with consensus.
Simon Property Group reported record Real Estate FFO of $4.812 billion for 2025, with $1.328 billion in Q4, and returned $3.5 billion to shareholders in 2025, completing $2.0 billion in capital expenditures.

Newcomers· Aug 10

Simon Property Group's Q2 2026 earnings beat expectations, with revenue of $1.79B and EPS of $1.49, despite a 10.8% decline in net income year-over-year.
The company raised its full-year 2026 Real Estate FFO guidance to $13.20-$13.30 per share, citing consistent broad-based leasing demand and double-digit growth in its media network.
Simon Property Group's Q2 2026 results show a striking contrast, with a 19.5% year-over-year revenue jump set against a 12.4% decline in earnings per share, raising questions about the company's ability to maintain profits despite strong lease income.

Generated by AI

Simon Property Group

Social

Aug 10

Bullish· Feb 1

Bearish· Feb 9

Earnings· Feb 6

Analysts· Jul 20

Announcements· Feb 2

Controversies· Jun 4

Macro· May 10

Regulars· Feb 2

Newcomers· Aug 10

Barclays Sticks to Its Hold Rating for Simon Property (SPG)

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

Evercore ISI Adjusts Price Target on Simon Property to $216 From $219, Maintains In Line Rating

Simon Property (SPG) Group Raised Its Outlook Again

Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise

Also Discussed

Simon Property Group, Inc.

Company Information

Location

Barclays Sticks to Its Hold Rating for Simon Property (SPG)

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

Simon Property Group: Redemption Risk For SPG.PR.J (NYSE:SPG)

Evercore ISI Adjusts Price Target on Simon Property to $216 From $219, Maintains In Line Rating

Simon Property (SPG) Group Raised Its Outlook Again

Simon Property Group Sees Leasing Surge as Traffic, Rents and Retail Demand Rise

Also Discussed

Social

Aug 10

Bullish· Feb 1

Bearish· Feb 9

Earnings· Feb 6

Analysts· Jul 20

Announcements· Feb 2

Controversies· Jun 4

Macro· May 10

Regulars· Feb 2

Newcomers· Aug 10