Simon Property Group, Inc.(SPG)

$226.89▲1.40 (62.09%)

Chart

Simon Property Group, Inc.(SPG)

NYSE

$226.89▲1.40 (62.09%)

Chart Studio

SPG(SPG)

SPG

Overview Notebook Intelligence Chart History Fundmntls TTM Earnings Analysts News Financials Segments Insiders Institl.DCF Peers

6/28/26

SIMON PROPERTY (SPG)

Sunday

7:55 AM

Thesis: Recent tenant signings and occupancy stabilization indicate a positive shift in demand for retail space, supporting revenue growth.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$6.4B	$6.6B	$6.9B
Rev. Growth	+6.7%	+4.3%	+3.2%
EPS	$14.14	$6.60	$6.89
EPS Growth	+94.8%	-53.4%	+4.5%
P/E (fwd)	16.0×	34.4×	32.9×

★ Analysts see FY2026 revenue reaching $6.6B — +4.3% growth in a single year.

What’s Driving the Stock

1Simon Property Group has secured new leases with three luxury brands in Q2 2026, expected to increase average rent per square foot by 15%.
2The company is exploring strategic partnerships with e-commerce platforms to enhance in-store experiences, potentially driving foot traffic.
3Occupancy rates have stabilized at 96%, indicating resilience in tenant demand despite economic headwinds.
4Simon is planning a $500 million redevelopment of underperforming properties, which could enhance long-term value.
5The resurgence of experiential retail as consumers seek unique in-store experiences.
6Sustainability initiatives in retail spaces to attract environmentally conscious consumers.
7Changes in consumer spending patterns impacting retail foot traffic
8Occupancy rates in Simon's properties, which have historically been above 95%

FY2025 Snapshot

Revenue: $6.4B
Rev. Growth: +6.7%
Gross Margin: 85.7%
Op. Margin: 49.9%
Net Margin: 72.5%
Net Income: $4.6B
NI Growth: +94.7%
EPS: $14.14
1Y Return: +51.0%

SPG Chart

My Notes

"Management noted, 'Our portfolio is well-positioned to capture the evolving retail landscape.'"
Moat: Simon Property Group's extensive portfolio of prime retail locations provides a durable competitive advantage.
dividend - The company offers a strong dividend yield, appealing to income-focused investors.
Higher interest rates can increase the cost of financing for property acquisitions and developments…
Watch on earnings: Retail sales growth (RSXFS), Consumer sentiment index (UMCSENT), Occupancy rates in Simon's properties.

One Sentence Summary:

The bull case is simple: analysts see revenue climbing from $6.6B to $6.9B as simon property group has secured new leases with three luxury brands in q2 2026.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

Writing up the research note…

First read for a new ticker takes about 20–30 seconds while we build the analysis from the latest fundamentals, estimates, and intelligence. It's saved after this, so future visits are instant.

Explore More

S&P 500 Screener

Filter and sort all 500 stocks

Market Movers

Today's biggest gainers and losers

Market Heatmap

Visual sector performance

Metric

FY2025

FY2026E

FY2027E

P/E (fwd)

16.0×

34.4×

32.9×

What’s Driving the Stock

1Simon Property Group has secured new leases with three luxury brands in Q2 2026, expected to increase average rent per square foot by 15%.

2The company is exploring strategic partnerships with e-commerce platforms to enhance in-store experiences, potentially driving foot traffic.

3Occupancy rates have stabilized at 96%, indicating resilience in tenant demand despite economic headwinds.

4Simon is planning a $500 million redevelopment of underperforming properties, which could enhance long-term value.

5The resurgence of experiential retail as consumers seek unique in-store experiences.

6Sustainability initiatives in retail spaces to attract environmentally conscious consumers.

7Changes in consumer spending patterns impacting retail foot traffic

8Occupancy rates in Simon's properties, which have historically been above 95%

My Notes

"Management noted, 'Our portfolio is well-positioned to capture the evolving retail landscape.'"

Moat: Simon Property Group's extensive portfolio of prime retail locations provides a durable competitive advantage.

dividend - The company offers a strong dividend yield, appealing to income-focused investors.

Higher interest rates can increase the cost of financing for property acquisitions and developments…

Watch on earnings: Retail sales growth (RSXFS), Consumer sentiment index (UMCSENT), Occupancy rates in Simon's properties.