Simon Property Group: Firing On All Cylinders, But Strong Performance Looks Priced In Already
Simon Property Group demonstrates resilience with strong fundamentals, but current valuation reflects recent outperformance, supporting a reiterated Hold rating. SPG's 2025 performance is solid, with NOI up 4.7% and robust international expansion, though 2026 growth is expected to moderate. Balance sheet strength is evident with $9B liquidity, 5.0x leverage, a $2B buyback program, and a well-covered 67% dividend payout ratio.
Simon Property Group Q4: Financial Results And Preferred Stock Analysis
Simon Property Group reported Q4 asset growth, strong financials, and maintains an S&P 'A' credit rating. SPG's market-adjusted credit score is 'A3' by Moody's approach, with robust asset coverage and liquidity metrics. SPG.PR.J preferred stock now trades above par; I recommend 'sell' with a yield to worst of 3.23%.
Simon Property Group: The Business Is Solid But It's Now Back To Fair Value
Simon Property Group (SPG) is downgraded to neutral as shares approach all-time highs and valuation appears stretched relative to peers. SPG's 4.5% dividend yield now lags peer averages, while its FFO and EBITDA multiples exceed sector norms, making other REITs more attractive. Operationally, SPG maintains high occupancy (96.4%) and record base rents, supporting continued dividend growth and resilient fundamentals.
Simon Property Q4 FFO Beats Estimates on Higher Revenues & Rent
SPG's Q4 FFO tops estimates as revenues jumped, lease income climbed and base rents rose across U.S. malls and premium outlets.
Simon Property (SPG) Reports Q4 Earnings: What Key Metrics Have to Say
Although the revenue and EPS for Simon Property (SPG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Simon Property (SPG) Q4 FFO and Revenues Surpass Estimates
Simon Property (SPG) came out with quarterly funds from operations (FFO) of $3.49 per share, beating the Zacks Consensus Estimate of $3.47 per share. This compares to FFO of $3.68 per share a year ago.
What to Expect From Simon Property Stock This Earnings Season?
SPG's Q4 earnings may show revenue growth but weaker FFO, as strong leasing and occupancy face cautious analyst expectations.
Ahead of Simon Property (SPG) Q4 Earnings: Get Ready With Wall Street Estimates for Key Metrics
Get a deeper insight into the potential performance of Simon Property (SPG) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Key Reasons to Add Simon Property Stock to Your Portfolio Now
SPG's premium global retail assets, omnichannel strategy and strong balance sheet position it for growth as leasing conditions improve.
All You Need to Know About Simon Property (SPG) Rating Upgrade to Buy
Simon Property (SPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
5 Reasons to Add Simon Property Stock to Your Portfolio
SPG stands out as retail real estate rebounds, backed by premium assets, strong leasing momentum, strategic deals and rising dividends.
Simon Property (SPG) Upgraded to Buy: Here's Why
Simon Property (SPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
