Simon Property Group, Inc. (SPG)

SPG's global acquisitions and $1B in redevelopments boost growth, value creation and property footfall.

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INDIANAPOLIS , Oct. 2, 2025 /PRNewswire/ --  Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced details for its third quarter earnings release and conference call.  Simon's financial and operational results for the quarter ending September 30, 2025, will be released after the market close on November 3, 2025.

Simon Property Group has achieved high occupancy and owns top-tier mall properties, but the stock is trading at an unjustified premium. SPG faces ongoing risks from e-commerce, potential tariff disruptions, and high leverage, with future growth likely to moderate as occupancy nears its peak. The current 4.7% dividend yield and modest FFO growth do not justify SPG's valuation premium over net lease peers like Realty Income.

Seven of the top fifteen Barron's Better Bets (BBB) dividend 'dogs' - including CAG, PFE, VZ, BMY, UDR, KIM, and KEY - are attractively priced for income investors. Analyst forecasts project 17.61% to 34.78% net gains for top-ten BBB dogs by September 2026, with an average estimated gain of 23.96% and lower-than-market volatility. Five of the lowest-priced, highest-yield BBB stocks - CAG, PFE, VZ, BMY, and LYB - are expected to outperform higher-priced peers, offering a 16.89% advantage in projected returns.

Simon Property Group is supported by a fortress balance sheet, high-quality Class A malls, and growing FFO. SPG's occupancy rates and rents continue to grow, with recent acquisitions and an S&P credit rating upgrade strengthening its investment case. FFO guidance for 2025 has been raised, but the stock's price-to-FFO multiple has expanded, leading to a hold rating at current levels.

New Venture Redefines In-Mall Retail with Turnkey Experiential Retail Environments for Today's Most Promising Consumer Brands PHILADELPHIA , Sept. 19, 2025 /PRNewswire/ -- IEM, a venture-backed retail innovation company, and Simon® , a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced the rollout of new platform built to help high-growth brands scale into brick-and-mortar quickly and flexibly.

Simon Gallagher, SPG Global principal, joins 'Money Movers' to discuss what's behind Paramount Skydance's plan to bid for Warner Bros. Discovery.

SPG rallies 12.3% in three months, fueled by premium assets, buyouts, redevelopment and strong balance sheet support.

Simon Property Group, Inc. (NYSE:SPG ) BofA Securities 2025 Global Real Estate Conference September 9, 2025 12:45 PM EDT Company Participants Eli Simon - COO, Executive VP, Chief Investment Officer & Director Brian McDade - Executive VP & CFO Conference Call Participants Samir Khanal - BofA Securities, Research Division Presentation Samir Khanal Research Analyst I'll go ahead and get started here. Thank you for joining us.

INDIANAPOLIS , Sept. 4, 2025 /PRNewswire/ --  Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, announced today that the Company will present at the BofA Securities 2025 Global Real Estate Conference on Tuesday, September 9, 2025 at 12:45 p.m.

Simon Property (SPG) reported earnings 30 days ago. What's next for the stock?

Stifel analyst Simon Yarmak downgraded Simon Property to Hold from Buy with an unchanged price target of $179. The firm cites valuation for the downgrade, noting the shares are trading above its price target, which reflects a 6.0% implied cap rate. The downgrade is not related to any change in Stifel's view of Simon's fundamentals, the analyst tells investors in a research note.

Stifel analyst Simon Yarmak downgraded Simon Property to Hold from Buy with an unchanged price target of $179. The firm cites valuation for the downgrade, noting the shares are trading above its price target, which reflects a 6.0% implied cap rate. The downgrade is not related to any change in Stifel's view of Simon's fundamentals, the analyst tells investors in a research note.

SPG's leasing momentum, mixed-use projects, acquisitions and dividend hikes bolster growth, but debt and e-commerce competition weigh.

Long-term bond yields continue to rise. But investors looking for income can still find plenty of attractive opportunities with dividend-paying stocks that have healthy yields. “23 stocks pay huge dividends. They should be a better bet than treasuries.” —Barron's Weekly reported in October 2024. In a Barron's interview, Steven Wieting, strategist at Citi Wealth, said growing-dividends are tangible-benefits for shareholders and identify companies with strong balance-sheets. "Nobody can fake a dividend," he said.