Mediolanum International Funds Ltd Sells 19,662 Shares of Simon Property Group, Inc. $SPG

Mediolanum International Funds Ltd lowered its stake in shares of Simon Property Group, Inc. (NYSE:SPG) by 77.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,573 shares of the real estate investment trust’s stock after selling 19,662 shares during the quarter. Mediolanum International Funds Ltd’s holdings in Simon Property Group were worth $1,036,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in SPG. Federated Hermes Inc. raised its holdings in Simon Property Group by 68.8% in the 2nd quarter. Federated Hermes Inc. now owns 124,912 shares of the real estate investment trust’s stock valued at $20,081,000 after acquiring an additional 50,932 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in shares of Simon Property Group by 15.5% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 66,720 shares of the real estate investment trust’s stock valued at $12,521,000 after purchasing an additional 8,965 shares during the period. Sumitomo Mitsui DS Asset Management Company Ltd raised its stake in shares of Simon Property Group by 8.4% in the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 119,798 shares of the real estate investment trust’s stock valued at $22,482,000 after purchasing an additional 9,267 shares in the last quarter. Arrowstreet Capital Limited Partnership lifted its position in Simon Property Group by 740.8% in the second quarter. Arrowstreet Capital Limited Partnership now owns 177,568 shares of the real estate investment trust’s stock worth $28,546,000 after purchasing an additional 156,448 shares during the period. Finally, National Pension Service boosted its stake in Simon Property Group by 3.2% during the third quarter. National Pension Service now owns 1,080,314 shares of the real estate investment trust’s stock worth $202,743,000 after buying an additional 33,758 shares in the last quarter. Institutional investors and hedge funds own 93.01% of the company’s stock.

Simon Property Group Trading Down 1.0%

SPG stock opened at $189.34 on Wednesday. The company has a debt-to-equity ratio of 9.59, a current ratio of 1.44 and a quick ratio of 1.44. The stock has a market capitalization of $61.81 billion, a price-to-earnings ratio of 13.35, a P/E/G ratio of 7.10 and a beta of 1.39. The business has a fifty day moving average price of $185.05 and a 200 day moving average price of $180.05. Simon Property Group, Inc. has a fifty-two week low of $136.34 and a fifty-two week high of $193.50.

Simon Property Group (NYSE:SPG) last announced its earnings results on Monday, February 2nd. The real estate investment trust reported $3.49 earnings per share for the quarter, beating analysts’ consensus estimates of $3.47 by $0.02. Simon Property Group had a return on equity of 163.69% and a net margin of 72.71%.The company had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.50 billion. During the same period last year, the company posted $3.68 earnings per share. The firm’s quarterly revenue was up 13.2% compared to the same quarter last year. Simon Property Group has set its FY 2026 guidance at 13.000-13.250 EPS. Analysts expect that Simon Property Group, Inc. will post 12.54 EPS for the current fiscal year.

Simon Property Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 31st. Shareholders of record on Tuesday, March 10th will be paid a $2.20 dividend. The ex-dividend date of this dividend is Tuesday, March 10th. This represents a $8.80 dividend on an annualized basis and a dividend yield of 4.6%. Simon Property Group’s payout ratio is currently 128.09%.

Insider Activity at Simon Property Group

In related news, Director Daniel C. Smith acquired 347 shares of the company’s stock in a transaction that occurred on Wednesday, December 31st. The stock was purchased at an average price of $186.00 per share, for a total transaction of $64,542.00. Following the transaction, the director directly owned 32,680 shares of the company’s stock, valued at approximately $6,078,480. This trade represents a 1.07% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Reuben S. Leibowitz acquired 480 shares of Simon Property Group stock in a transaction on Wednesday, December 31st. The shares were purchased at an average cost of $186.00 per share, for a total transaction of $89,280.00. Following the acquisition, the director owned 53,639 shares in the company, valued at approximately $9,976,854. This represents a 0.90% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 2,192 shares of company stock valued at $407,712 in the last three months. 8.60% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts have recently issued reports on SPG shares. Morgan Stanley set a $205.00 price objective on shares of Simon Property Group in a research note on Friday, January 16th. Deutsche Bank Aktiengesellschaft raised shares of Simon Property Group from a “hold” rating to a “buy” rating and set a $205.00 target price on the stock in a research note on Tuesday, January 20th. Mizuho set a $192.00 price target on shares of Simon Property Group in a research note on Friday, January 9th. Truist Financial upped their price objective on Simon Property Group from $169.00 to $181.00 and gave the company a “hold” rating in a research note on Wednesday, December 17th. Finally, Piper Sandler reissued an “overweight” rating and issued a $230.00 target price (up from $225.00) on shares of Simon Property Group in a report on Tuesday. Six analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Simon Property Group currently has a consensus rating of “Hold” and a consensus target price of $195.79.

Key Simon Property Group News

Here are the key news stories impacting Simon Property Group this week:

• Positive Sentiment: Q4 FFO and revenue topped estimates: Simon reported FFO of $3.49 and revenue of $1.79B, driven by higher lease income and rising base rents at U.S. malls and premium outlets — a sign of continued demand at higher‑end retail locations. Simon Property Q4 FFO Beats Estimates on Higher Revenues & Rent
• Positive Sentiment: Company raised FY‑2026 FFO guidance to $13.00–$13.25 per share (above many prior street models), and outlined a ~$4B development/redevelopment pipeline — both supportive of forward cash‑flow visibility and capital deployment. Simon Property Group outlines $13.13 per share FFO guidance and $4B development pipeline while
• Positive Sentiment: Management highlighted robust leasing momentum, mid‑90% U.S. mall/outlet occupancy, record annual FFO, and ongoing redevelopments — evidence management expects durable consumer spending at premium shopping destinations. Simon® Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Shareholder returns: Simon declared a quarterly dividend of $2.20 per share (annualized yield ~4.6%), reinforcing the REIT’s cash‑return profile. Simon® Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Analyst support: Bank of America kept a Buy and $208 target citing conservative 2026 guidance and redevelopment upside; Evercore raised its target to $198 (in‑line rating) — showing continued analyst interest and upside from some desks. Buy Rating on Simon Property Group Driven by Conservative 2026 FFO Guidance…
• Neutral Sentiment: Earnings call transcript and coverage are available for deeper detail on leasing trends, tenant mix and capital allocation — useful if you want management’s color on how durable the recent rent gains are. Q4 2025 earnings call transcript
• Neutral Sentiment: Market commentary views SPG as a beneficiary of a more predictable rate path and stable consumer spending at premium retail, making it a favored REIT if rate volatility eases. 2 REITs That Look Attractive in a Stable Rate Environment
• Negative Sentiment: FFO is still below the prior year (Q4 FFO $3.49 vs. $3.68 year‑ago), which highlights that growth isn’t uniform and could make investors cautious about sustainability of margin expansion. Simon Property (SPG) Reports Q4 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Valuation and leverage considerations: SPG is trading near its 52‑week high and carries meaningful financial leverage; that combination can prompt profit‑taking and heighten sensitivity to interest‑rate moves. SPG Stock Profile

Simon Property Group Profile

Simon Property Group, Inc (NYSE: SPG) is a publicly traded real estate investment trust (REIT) that owns, develops and manages retail real estate properties. Its core business activities include acquisition, development, leasing and property management of regional malls, outlet centers and mixed‑use retail destinations. The company operates retail brands that include high‑profile regional shopping centers and the Premium Outlets platform, and it provides services such as tenant leasing, marketing, property operations and capital projects to optimize asset performance.

Simon’s portfolio spans a broad mix of enclosed malls, open‑air centers, outlet properties and mixed‑use developments, and the company pursues redevelopment and repositioning to adapt properties to changing consumer and retail trends.