SPG

SIMON PROPERTY GROUP INC.

NYSE · Real Estate Investment Trusts · Inc. IN · CIK 0001063761
$219.04 +1.95% $71.0B
Insider Buying Cluster (10 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (2)
Vol
Market Cap$71.0B
Cap SizeLarge Cap
Analyst ConsensusHold (46%)
Inst. Holders50 funds
Inst. Value$37.1B
Inst. Activity38 buys / 12 sells
Insider Activity10B / 0S
Insider Net $$413.0K
SEC Reports4
Congressional2 trades
Exchange NYSE·Sector Real Estate Investment Trusts·Inc. IN·CIK 0001063761·Prev Close $214.86

Recent Activity

Jun 12, 2026 short_volume
Short Volume: SPG — 59.3% short (0.3M / 0.5M)
Short: 311,498 | Exempt: 346 | TRF Vol: 525,707 | Short Ratio: 59.3% | Off-exchange volume (dark poo
May 13, 2026 Insider
Smith Daniel C. was granted 1,073 shares
Director
May 13, 2026 Insider
Aeppel Glyn was granted 1,122 shares
Director
May 13, 2026 Insider
GLASSCOCK LARRY C was granted 1,233 shares
Director
May 11, 2026 SEC
Simon Property Group reported strong Q1 2026 results with Real Estate FFO of $3.17 per diluted share, up 7.5% YoY, excee
8-K — Impact 7/10
May 8, 2026 Congress
William Keating buy
$1,001 - $15,000 — House
Apr 28, 2026 SEC
Simon Property Group filed additional definitive proxy soliciting materials urging shareholders to vote FOR the Say-on-P
DEFA14A — Impact 3/10
Apr 1, 2026 SEC
Two Simon Property Group directors, Larry C. Glasscock and Glyn Aeppel, each made open-market purchases of company stock
CLUSTER — Impact 3/10

Price Targets

$214.55 -2.0% upside Hold
Current $219.04 Low $194.00 Median $210.00 High $250.00 20 analysts
$194.00 $250.00

Analyst Ratings

Hold46% buy · 26 analysts
7Strong Buy
5Buy
14Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 10, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jun 1, 2026 JP Morgan MAINTAIN Neutral → Neutral
May 19, 2026 Scotiabank MAINTAIN Sector Perform → Sector Perform
May 19, 2026 Barclays MAINTAIN Equal-Weight → Equal-Weight
May 18, 2026 UBS MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.53 ▼ -4.8% $1.35 — $1.65 13% YoY 4
Next Q $1.64 ▼ -4.2% $1.47 — $1.74 2% YoY 4
Current FY $6.44 ▼ -3.5% $5.78 — $6.86 9% YoY 3
Next FY $6.71 ▼ -3.0% $5.99 — $7.43 4% YoY 5

Top Institutional Holders

FundValueMove
BlackRock, Inc.$6.9B
VANGUARD PORTFOLIO MANAGEMENT LLC$4.3B
STATE STREET CORP$3.9B
VANGUARD CAPITAL MANAGEMENT LLC$3.8B
WELLINGTON MANAGEMENT GROUP LLP$1.7B

Recent Insider Trades

DateInsiderTypeValue
May 13, 2026Smith DanielA$0.00
May 13, 2026Aeppel GlynA$0.00
May 13, 2026GLASSCOCK LARRYA$0.00
May 13, 2026Jones NinaA$0.00
May 13, 2026LEWIS RANDALLA$0.00

Congressional Trades

2 members: 2 buys, 0 sells
MemberPartyTypeAmount
William KeatingDBUY$1,001 - $15,000
Jonathan JacksonDBUY$15,001 - $50,000
50 institutional holders with $37.1B total value (198,674,991 shares) as of 2026-Q1. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 38 institutions added/increased vs 12 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.36,813,649$6.9B18.5%
2VANGUARD PORTFOLIO MANAGEMENT LLC23,098,132$4.3B11.6%
3STATE STREET CORP20,931,309$3.9B10.5%
4VANGUARD CAPITAL MANAGEMENT LLC20,573,701$3.8B10.4%
5WELLINGTON MANAGEMENT GROUP LLP9,147,616$1.7B4.6%
6Capital World Investors9,050,315$1.7B4.6%
7BANK OF AMERICA CORP /DE/8,503,133$1.6B4.3%
8MORGAN STANLEY5,421,797$1.0B2.7%
9FMR LLC5,035,084$939.2M2.5%DOUBLED +127.2%
10DIMENSIONAL FUND ADVISORS LP4,606,481$859.2M2.3%
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC4,272,265$796.9M2.1%
12Legal & General Group Plc3,689,236$688.2M1.9%
13GOLDMAN SACHS GROUP INC3,406,548$635.4M1.7%
14Invesco Ltd.3,241,968$604.7M1.6%
15Nuveen, LLC2,872,728$535.8M1.4%
16DEUTSCHE BANK AG\2,445,544$456.2M1.2%
17CANADA PENSION PLAN INVESTMENT BOARD2,208,113$411.9M1.1%DOUBLED +117.0%
18Amundi1,990,741$371.3M1.0%
19VANGUARD FIDUCIARY TRUST CO1,827,056$340.8M0.9%
20ROYAL BANK OF CANADA1,689,330$315.1M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCDOUBLED2,215,6835,035,084+127.2%$939.2M2026-Q1
CANADA PENSION PLAN INVESTMENT BOARDDOUBLED1,017,4582,208,113+117.0%$411.9M2026-Q1
CAISSE DE DEPOT ET PLACEMENT DU QUEBECADD653,5631,074,449+64.4%$200.4M2026-Q1
Allianz Asset Management GmbHADD705,046906,444+28.6%$169.1M2026-Q1
APG Asset Management US Inc.ADD655,596880,641+34.3%$165.6M2026-Q1
Capital Research Global InvestorsNEW826,812$154.2M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM954,883699,006-26.8%$130.4M2026-Q1
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.TRIM610,071447,492-26.6%$83.5M2026-Q1
Alyeska Investment Group, L.P.DOUBLED126,256412,169+226.5%$76.9M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM586,474411,845-29.8%$76.8M2026-Q1
LAZARD ASSET MANAGEMENT LLCDOUBLED148,532344,635+132.0%$64.3M2026-Q1
JANUS HENDERSON GROUP PLCDOUBLED53,346338,772+535.0%$63.2M2026-Q1
Artemis Investment Management LLPNEW334,941$62.5M2026-Q1
PFA Pension, ForsikringsaktieselskabADD150,686282,001+87.1%$52.6M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDDOUBLED51,905252,426+386.3%$47.1M2026-Q1
TEACHER RETIREMENT SYSTEM OF TEXASADD148,732239,316+60.9%$44.6M2026-Q1
TD ASSET MANAGEMENT INCADD153,700227,415+48.0%$42.4M2026-Q1
BAMCO INC /NY/TRIM252,790166,058-34.3%$31.0M2026-Q1
NATIXISDOUBLED56,064154,808+176.1%$28.9M2026-Q1
Korea Investment CORPTRIM241,111145,045-39.8%$27.1M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEW138,126$25.8M2026-Q1
TUDOR INVESTMENT CORP ET ALDOUBLED1,863129,240+6837.2%$24.1M2026-Q1
1832 Asset Management L.P.DOUBLED12,420108,732+775.5%$20.3M2026-Q1
Tredje AP-fondenNEW104,391$19.5M2026-Q1
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUNDADD59,467103,217+73.6%$19.3M2026-Q1
20 unique insiders with 50 transactions. Net insider value: $413.0K ($413.0K bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 13, 2026Smith Daniel C.DirectorAWARD1,073
May 13, 2026Aeppel GlynDirectorAWARD1,122
May 13, 2026GLASSCOCK LARRY CDirectorAWARD1,233
May 13, 2026Jones Nina PDirectorAWARD1,073
May 13, 2026LEWIS RANDALL JDirectorAWARD1,073
May 13, 2026RODKIN GARY MDirectorAWARD1,073
May 13, 2026SELIG STEFAN MDirectorAWARD1,109
May 13, 2026Cicco Martin JDirectorAWARD1,073
May 13, 2026LEIBOWITZ REUBEN SDirectorAWARD1,159
May 13, 2026STEWART MARTA RDirectorAWARD1,122
May 13, 2026Roe PeggyDirectorAWARD1,073
May 13, 2026Simon EliCEO/PRESIDENT/COOAWARD3,117
Apr 1, 2026Jackson Matthew ASVP, ASSISTANT TREASURERAWARD1,361
Apr 1, 2026Reuille AdamSVP & CHIEF ACCOUNTING OFFICERTAX W/H391$186.53$72.9K
Apr 1, 2026RULLI JOHNCHIEF ADMINISTRATIVE OFFICERTAX W/H1,156$186.53$215.6K
Apr 1, 2026FIVEL STEVEN EGENERAL COUNSELTAX W/H1,048$186.53$195.5K
Apr 1, 2026Frey Donald GEVP, TREASURERTAX W/H1,312$186.53$244.7K
Apr 1, 2026Simon EliCEO/PRESIDENT/COOTAX W/H2,030$186.53$378.7K
Apr 1, 2026Kelly Kevin MASST. GENERAL COUNSEL/SEC.AWARD1,361
Apr 1, 2026Kelly Kevin MASST. GENERAL COUNSEL/SEC.TAX W/H478$186.53$89.2K
Apr 1, 2026Frey Donald GEVP, TREASURERAWARD2,721
Apr 1, 2026Jackson Matthew ASVP, ASSISTANT TREASURERTAX W/H447$186.53$83.4K
Mar 31, 2026Aeppel GlynDirectorBUY221$183.80$40.6K
Mar 31, 2026Smith Daniel C.DirectorBUY355$183.80$65.2K
Mar 31, 2026GLASSCOCK LARRY CDirectorBUY373$183.80$68.6K
Mar 31, 2026LEIBOWITZ REUBEN SDirectorBUY491$183.80$90.2K
Mar 31, 2026Jones Nina PDirectorBUY36$183.80$6.6K
Mar 31, 2026LEWIS RANDALL JDirectorBUY56$183.80$10.3K
Mar 31, 2026RODKIN GARY MDirectorBUY232$183.80$42.6K
Mar 31, 2026Roe PeggyDirectorBUY81$183.80$14.9K
Mar 31, 2026STEWART MARTA RDirectorBUY196$183.80$36.0K
Mar 31, 2026SELIG STEFAN MDirectorBUY206$183.80$37.9K
Mar 11, 2026McDade Brian J.EVP/CFOAWARD4,616
Mar 11, 2026McDade Brian J.EVP/CFOAWARD31,226$0.2500$7.8K
Mar 11, 2026FIVEL STEVEN EGENERAL COUNSELAWARD4,616
Mar 11, 2026FIVEL STEVEN EGENERAL COUNSELAWARD24,981$0.2500$6.2K
Mar 11, 2026SIMON DAVIDCEO/CHAIRMAN/PRESIDENTAWARD124,901$0.2500$31.2K
Mar 11, 2026RULLI JOHNCHIEF ADMINISTRATIVE OFFICERAWARD24,981$0.2500$6.2K
Mar 11, 2026Jackson Matthew ASVP, ASSISTANT TREASURERAWARD858
Mar 11, 2026Kelly Kevin MASST. GENERAL COUNSEL/SEC.AWARD990
Mar 11, 2026Kelly Kevin MASST. GENERAL COUNSEL/SEC.AWARD3,124$0.2500$781.00
Mar 11, 2026Frey Donald GEVP, TREASURERAWARD6,246$0.2500$1.6K
Mar 11, 2026Frey Donald GEVP, TREASURERAWARD990
Mar 11, 2026Simon EliEVP / CHIEF OPERATING OFFICERAWARD18,736$0.2500$4.7K
Mar 11, 2026Simon EliEVP / CHIEF OPERATING OFFICERAWARD6,595
Mar 11, 2026Reuille AdamSVP & CHIEF ACCOUNTING OFFICERAWARD6,246$0.2500$1.6K
Mar 2, 2026Kelly Kevin MASST. GENERAL COUNSEL/SEC.EXERCISE516
Mar 2, 2026Simon EliEVP / CHIEF OPERATING OFFICEREXERCISE3,093
Mar 2, 2026McDade Brian J.EVP/CFOEXERCISE5,155
Mar 2, 2026FIVEL STEVEN EGENERAL COUNSELEXERCISE4,124

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (46% buy). Based on 26 analysts: 7 strong buy, 5 buy, 14 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$214.55 mean target -2.0% upside Hold (2.19)
$194.00 Low $250.00 High
MetricValue
Current Price$219.04
Target Low$194.00
Target Mean$214.55
Target Median$210.00
Target High$250.00
# Analysts20
RecommendationHold (2.19)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.53 $1.35 $1.65 12.7% -4.8% 1↑ 1↓ $1.6B 14.6% 4
Next Q
2026-09-30
$1.64 $1.47 $1.74 2.4% -4.2% 1↑ 1↓ $1.6B 11.2% 4
Current FY
2026-12-31
$6.44 $5.78 $6.86 9.0% -3.5% 1↑ 1↓ $6.5B 11.0% 3
Next FY
2027-12-31
$6.71 $5.99 $7.43 4.1% -3.0% 1↑ 1↓ $6.7B 4.0% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.529
7d ago$1.587-0.058
30d ago$1.607-0.078
60d ago$1.607-0.078
90d ago$1.607-0.078
10 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 10, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jun 1, 2026 JP Morgan MAINTAIN Neutral Neutral
May 19, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
May 19, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
May 18, 2026 UBS MAINTAIN Neutral Neutral
May 14, 2026 Citigroup MAINTAIN Neutral Neutral
May 12, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
May 12, 2026 Stifel MAINTAIN Hold Hold
Apr 13, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 24, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Mar 2, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Mar 2, 2026 Truist Securities MAINTAIN Hold Hold
Feb 6, 2026 JP Morgan MAINTAIN Neutral Neutral
Feb 5, 2026 Citigroup MAINTAIN Neutral Neutral
Feb 3, 2026 Piper Sandler REITERATE Overweight Overweight
Feb 3, 2026 Stifel MAINTAIN Hold Hold
Feb 3, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jan 14, 2026 Scotiabank MAINTAIN Sector Perform Sector Perform
Jan 8, 2026 UBS MAINTAIN Neutral Neutral
Dec 17, 2025 Truist Securities MAINTAIN Hold Hold

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202675140046%
May 1, 202675140046%
Apr 1, 202675140046%
Mar 1, 202675140046%
Feb 1, 202675140046%
Jan 1, 202674140044%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 2 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
May 8, 2026William KeatingDHOUSEBUY$1,001 - $15,000Simon Property Group IncMay 19, 2026 (12d)
Apr 20, 2026Jonathan JacksonDHOUSEBUY$15,001 - $50,000Simon Property Group IncMay 28, 2026 (39d)

Recent Reddit Threads

r/investing Bearish 3mo ago
RE Dead Internet Investing: Simon Property Group (SPG) Stock Analysis
▲ 1 💬 1 ⚡ 0.5
r/stocks Neutral 3mo ago
Investing in Third Spaces: Simon Property Group (SPG) Stock Analysis
▲ 1 💬 0 ⚡ 0.5
Jun 12, 2026
short_volume
Short Volume: SPG — 59.3% short (0.3M / 0.5M)
Short: 311,498 | Exempt: 346 | TRF Vol: 525,707 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: SPG — 56.6% short (0.4M / 0.7M)
Short: 390,163 | Exempt: 0 | TRF Vol: 689,711 | Short Ratio: 56.6% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: SPG — 59.2% short (0.3M / 0.6M)
Short: 336,278 | Exempt: 280 | TRF Vol: 567,616 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: SPG — 69.6% short (0.4M / 0.5M)
Short: 370,168 | Exempt: 325 | TRF Vol: 532,040 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: SPG — 67.8% short (0.4M / 0.6M)
Short: 391,163 | Exempt: 2,358 | TRF Vol: 577,355 | Short Ratio: 67.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: SPG — 1.7M shares, 54,078 trades
Week starting 2026-05-18. Total ATS volume: 1,715,974 shares across 54,078 trades.
May 15, 2026
short_volume
Short Volume: SPG — 59.0% short (0.4M / 0.7M)
Short: 401,658 | Exempt: 910 | TRF Vol: 681,272 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: SPG — 58.7% short (0.4M / 0.7M)
Short: 384,133 | Exempt: 216 | TRF Vol: 653,868 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
earnings_calendar
SPG Q1 2026 Earnings Scheduled — 2026-05-11
May 11, 2026
dark_pool
Dark Pool: SPG — 2.0M shares, 61,942 trades
Week starting 2026-05-11. Total ATS volume: 2,042,545 shares across 61,942 trades.
May 4, 2026
dark_pool
Dark Pool: SPG — 1.2M shares, 42,883 trades
Week starting 2026-05-04. Total ATS volume: 1,153,876 shares across 42,883 trades.
Apr 27, 2026
dark_pool
Dark Pool: SPG — 1.5M shares, 46,612 trades
Week starting 2026-04-27. Total ATS volume: 1,547,437 shares across 46,612 trades.
Apr 21, 2026
short_volume
Short Volume: SPG — 68.2% short (0.4M / 0.5M)
Short: 357,079 | Exempt: 0 | TRF Vol: 523,416 | Short Ratio: 68.2% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: SPG — 1.5M shares, 43,102 trades
Week starting 2026-04-20. Total ATS volume: 1,479,030 shares across 43,102 trades.
Apr 16, 2026
short_volume
Short Volume: SPG — 70.2% short (0.4M / 0.5M)
Short: 352,501 | Exempt: 310 | TRF Vol: 502,271 | Short Ratio: 70.2% | Off-exchange volume (dark pool + OTC)