Jones Financial Companies Lllp Grows Stock Holdings in Simon Property Group, Inc. $SPG

Jones Financial Companies Lllp raised its holdings in shares of Simon Property Group, Inc. (NYSE:SPG) by 7.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 76,322 shares of the real estate investment trust’s stock after purchasing an additional 5,399 shares during the quarter. Jones Financial Companies Lllp’s holdings in Simon Property Group were worth $14,239,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. Legacy Wealth Asset Management LLC grew its position in Simon Property Group by 0.5% in the second quarter. Legacy Wealth Asset Management LLC now owns 13,768 shares of the real estate investment trust’s stock worth $2,213,000 after acquiring an additional 66 shares in the last quarter. Howard Capital Management Inc. boosted its holdings in shares of Simon Property Group by 3.1% in the 3rd quarter. Howard Capital Management Inc. now owns 2,175 shares of the real estate investment trust’s stock worth $408,000 after purchasing an additional 66 shares during the period. Wealth Alliance LLC increased its position in shares of Simon Property Group by 1.9% during the 2nd quarter. Wealth Alliance LLC now owns 3,845 shares of the real estate investment trust’s stock valued at $618,000 after purchasing an additional 70 shares during the last quarter. SageView Advisory Group LLC raised its holdings in Simon Property Group by 3.5% during the 2nd quarter. SageView Advisory Group LLC now owns 2,080 shares of the real estate investment trust’s stock valued at $344,000 after buying an additional 71 shares during the period. Finally, William Allan Corp raised its holdings in Simon Property Group by 2.8% during the 3rd quarter. William Allan Corp now owns 2,744 shares of the real estate investment trust’s stock valued at $515,000 after buying an additional 76 shares during the period. 93.01% of the stock is currently owned by institutional investors.

Simon Property Group Stock Performance

Shares of NYSE:SPG opened at $195.69 on Thursday. The firm’s 50 day simple moving average is $185.25 and its 200-day simple moving average is $180.16. The company has a debt-to-equity ratio of 4.42, a quick ratio of 1.44 and a current ratio of 0.90. Simon Property Group, Inc. has a one year low of $136.34 and a one year high of $196.59. The firm has a market cap of $63.89 billion, a PE ratio of 13.80, a price-to-earnings-growth ratio of 6.97 and a beta of 1.39.

Simon Property Group (NYSE:SPG) last announced its quarterly earnings results on Monday, February 2nd. The real estate investment trust reported $3.49 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.47 by $0.02. The firm had revenue of $1.79 billion during the quarter, compared to analyst estimates of $1.50 billion. Simon Property Group had a return on equity of 124.12% and a net margin of 72.71%.Simon Property Group’s quarterly revenue was up 13.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $3.68 earnings per share. Simon Property Group has set its FY 2026 guidance at 13.000-13.250 EPS. As a group, equities analysts predict that Simon Property Group, Inc. will post 12.54 EPS for the current year.

Simon Property Group Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Tuesday, March 10th will be paid a dividend of $2.20 per share. The ex-dividend date is Tuesday, March 10th. This represents a $8.80 annualized dividend and a dividend yield of 4.5%. Simon Property Group’s dividend payout ratio (DPR) is currently 128.09%.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on SPG. Scotiabank boosted their price objective on shares of Simon Property Group from $186.00 to $189.00 and gave the company a “sector perform” rating in a research report on Wednesday, January 14th. Mizuho set a $192.00 price target on shares of Simon Property Group in a report on Friday, January 9th. Piper Sandler reissued an “overweight” rating and issued a $230.00 price objective (up previously from $225.00) on shares of Simon Property Group in a research note on Tuesday. UBS Group upped their target price on Simon Property Group from $180.00 to $189.00 and gave the company a “neutral” rating in a research note on Thursday, January 8th. Finally, Citigroup raised their price target on Simon Property Group from $170.00 to $185.00 and gave the stock a “neutral” rating in a research note on Wednesday, November 26th. Six research analysts have rated the stock with a Buy rating and nine have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $195.79.

More Simon Property Group News

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

• Positive Sentiment: Reported record 2025 FFO, beat Q4 estimates and provided FY‑2026 FFO guidance (~$13.00–$13.25), citing strong leasing, higher base rents and mid‑single-digit domestic NOI growth — supports earnings durability and valuation. Simon Property outlines $13.13 FFO guidance & $4B pipeline
• Positive Sentiment: Announced an over $250M redevelopment program across three recently acquired/high‑end assets (The Mall at Green Hills, Cherry Creek Shopping Center, International Plaza) — signals active capex to drive higher rents and shopper traffic at premium centers. Transforming the Future of Luxury Retail: Simon Announces Major Redevelopments
• Positive Sentiment: Q4 metrics show robust leasing momentum and occupancy in the mid‑90% range at U.S. malls/outlets; Zacks notes FFO beat driven by revenue, rent and lease income gains. This operational strength underpins the dividend and buyback capacity. Simon Property Q4 FFO Beats Estimates (Zacks)
• Positive Sentiment: Raised dividend: quarterly payout announced ($2.20/share; ~4.6% yield annualized) and management continues repurchases — shareholder returns are being increased after record results. Simon Property Delivers Record 2025 Results, Hikes Dividend
• Positive Sentiment: Sell‑side support: Bank of America reiterated a Buy and highlights conservative 2026 FFO guidance, strong leasing and a high‑return redevelopment pipeline (price target above current levels). Buy Rating on Simon Property (TipRanks)
• Neutral Sentiment: Macro/valuation context — MarketBeat and others note that rate predictability (not necessarily big cuts) would help REITs; Simon is near the high end of its 52‑week range, so upside may be more tied to multiple expansion than operating surprise. 2 REITs That Look Attractive in a Stable Rate Environment
• Neutral Sentiment: Evercore raised its price target modestly but kept an “in‑line” rating, suggesting limited near‑term upside per that shop — a reminder analysts differ on how much multiple expansion remains. Evercore Raises SPG Price Target (The Fly)

Insider Transactions at Simon Property Group

In other Simon Property Group news, Director Stefan M. Selig acquired 201 shares of the stock in a transaction that occurred on Wednesday, December 31st. The stock was bought at an average cost of $186.00 per share, with a total value of $37,386.00. Following the completion of the purchase, the director directly owned 32,277 shares in the company, valued at $6,003,522. The trade was a 0.63% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Larry C. Glasscock bought 363 shares of the company’s stock in a transaction on Wednesday, December 31st. The shares were acquired at an average price of $186.00 per share, for a total transaction of $67,518.00. Following the completion of the acquisition, the director owned 43,899 shares in the company, valued at $8,165,214. This represents a 0.83% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 2,192 shares of company stock valued at $407,712 over the last three months. 8.66% of the stock is currently owned by corporate insiders.

About Simon Property Group

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.