Simon Property Group

SPG

Market cap $66.3B

INDIANAPOLIS, Feb. 26, 2026 /PRNewswire/ --  Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, announced today that the Company will present at Citi's 2026 Global Property CEO Conference on Tuesday, March 3, 2026 at 3:35 p.m. Eastern Time.

Markets have started the week on rocky footing. The Dow Jones is off 1.3% as of 1:45 p.m.

INDIANAPOLIS, Feb. 20, 2026 /PRNewswire/ -- Simon®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, announced today that David Simon has resigned from the Klépierre S.A. Supervisory Board effective February 19, 2026.

Simon Property Group demonstrates resilience with strong fundamentals, but current valuation reflects recent outperformance, supporting a reiterated Hold rating. SPG's 2025 performance is solid, with NOI up 4.7% and robust international expansion, though 2026 growth is expected to moderate. Balance sheet strength is evident with $9B liquidity, 5.0x leverage, a $2B buyback program, and a well-covered 67% dividend payout ratio.

Simon Property Group reported Q4 asset growth, strong financials, and maintains an S&P 'A' credit rating. SPG's market-adjusted credit score is 'A3' by Moody's approach, with robust asset coverage and liquidity metrics. SPG.PR.J preferred stock now trades above par; I recommend 'sell' with a yield to worst of 3.23%.

INDIANAPOLIS, Feb. 10, 2026 /PRNewswire/ -- Simon ® , a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today announced a transformational redevelopment of the current Neiman Marcus space at Copley PlaceTM . This next chapter elevates the center's distinctive luxury retail mix and further cements Copley Place as the definitive destination for luxury shopping and dining in Boston.

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.

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.

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.

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