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.

Seeking Alpha • Feb 6, 2026

Simon Property Group Announces Appointment of Martin J. Cicco to Board of Directors

INDIANAPOLIS, Feb. 5, 2026  /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, announced today that Martin J. Cicco has been appointed to the Board of Directors.

PRNewsWire • Feb 5, 2026

Simon® Announces New $2.0 Billion Common Stock Repurchase Program

INDIANAPOLIS, Feb. 5, 2026 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced that the Company's Board of Directors authorized a new common stock repurchase program. Under the new program, the Company may purchase up to $2.0 billion of its common stock through February 29, 2028, as market conditions warrant.

PRNewsWire • Feb 5, 2026

Transforming the Future of Luxury Retail: Simon® Announces Major Redevelopments in Nashville, Denver & Tampa

The premier innovator in global retail properties unveils over $250 million investment plans for The Mall at Green Hills ®, Cherry Creek Shopping Center ®, and International Plaza ™ INDIANAPOLIS, Feb. 4, 2026 /PRNewswire/ -- Simon ® , a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced an over $250 million investment program to further elevate three prestigious assets in its portfolio: The Mall at Green Hills in Nashville, Cherry Creek Shopping Center in Denver, and International Plaza in Tampa. Following the full acquisition of the properties from Taubman Realty Group in November, Simon has assumed full management and leasing control and is launching a redevelopment strategy aimed at enhancing each center's offerings in high-growth markets.

PRNewsWire • Feb 4, 2026

3 Intriguing Stocks to Watch After Q4 Earnings: AMD, SPG, TER

These top-rated stocks have been suitable candidates for the portfolio and are certainly going to draw investors' interest after their favorable Q4 results.

Zacks Investment Research • Feb 5, 2026

2 REITs That Look Attractive in a Stable Rate Environment

The Trump administration may have unintentionally thrown a bone to the real estate investment trust (REIT) industry. President Trump's nomination of Kevin Warsh to be the next chair of the Federal Reserve provides more clarity, and more importantly, predictability to the course of rate cuts in 2026.

MarketBeat • Feb 4, 2026

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.

Zacks Investment Research • Feb 3, 2026

Simon Property Group, Inc. (SPG) Q4 2025 Earnings Call Transcript

Simon Property Group, Inc. (SPG) Q4 2025 Earnings Call Transcript

Seeking Alpha • Feb 3, 2026

Simon® Reports Fourth Quarter and Full Year 2025 Results

INDIANAPOLIS, Feb. 2, 2026 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today reported results for the quarter and twelve months ended December 31, 2025. "I am very pleased with our fourth-quarter results, which caps another impressive year of performance for our Company," said David Simon, Chairman, Chief Executive Officer and President.

PRNewsWire • Feb 2, 2026

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.

Zacks Investment Research • Feb 3, 2026