Market Cap
$66.1B
SPG
SIMON PROPERTY GROUP INC.
$201.14 ▲ +0.16%
Prev close $200.81Market cap$66.1B
ConsensusSell
12-mo target$234.44 (+16.6%)
▲ Neutral
Analyst conviction 4/10
Insider Buying Cluster (11 insiders)High Impact Filing (7/10)33 New Institutional Positions17 Institutional Exits Real Estate
Snapshot
The big-picture read on SPG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (38%)
Inst. Holders
50 funds
Inst. Value
$53.0B
Inst. Activity
33 buys / 17 sells
Insider Activity
$993.8K buy / $0.00 sell
Insider Net $
$993.8K
SEC Reports
7
Congressional
3 trades
Price chart 30d -4.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
Roe Peggy bought 88 shares
Director @ $202.78 ($17.8K)
Sep 30, 2026 Insider
STEWART MARTA R bought 199 shares
Director @ $202.78 ($40.4K)
Sep 30, 2026 Insider
Smith Daniel C. bought 350 shares
Director @ $202.78 ($71.0K)
Sep 18, 2026 short_volume
Aug 11, 2026 SEC Short Volume: SPG — 71.8% short (0.4M / 0.5M)
Short: 364,881 | Exempt: 135 | TRF Vol: 507,987 | Short Ratio: 71.8% | Off-exchange volume (dark poo
Simon Property Group reported strong Q2 2026 results, with Real Estate FFO per share of $3.29, a 7.9% YoY increase, beat
8-K — Impact 6/10
Five directors of Simon Property Group made open-market purchases totaling approximately $183K on June 30, 2026, all at
CLUSTER — Impact 2/10
Two directors made small open-market purchases totaling ~$54K, representing a negligible fraction of market cap. No mate
CLUSTER — Impact 2/10
Jun 30, 2026 Inst.
NORGES BANK — NEW
4,293,287 shares ($960.2M)
Analyst ratings buy % -13.6%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
38% rate it Buy or better · 26 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Sep 21, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Sep 17, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Sep 14, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 27, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Aug 20, 2026 | Scotiabank | MAINTAIN | Sector Perform | 56% |
| Aug 17, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Aug 17, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 11, 2026 | Ladenburg Thalmann | MAINTAIN | Buy | 45% |
| Aug 11, 2026 | Stifel | MAINTAIN | Hold | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 4 | 16 | 0 | 0 | 38% | |
| Aug 1, 2026 | 6 | 4 | 16 | 0 | 0 | 38% | |
| Jul 1, 2026 | 6 | 5 | 15 | 0 | 0 | 42% | |
| Jun 1, 2026 | 7 | 5 | 14 | 0 | 0 | 46% | |
| May 1, 2026 | 7 | 5 | 14 | 0 | 0 | 46% | |
| Apr 1, 2026 | 7 | 5 | 14 | 0 | 0 | 46% | |
| Mar 1, 2026 | 7 | 5 | 14 | 0 | 0 | 46% | |
| Feb 1, 2026 | 7 | 5 | 14 | 0 | 0 | 46% |
Price targets
Where 18 covering analysts think SPG trades over the next 12 months.
$234.44 +16.6% upside Buy
Current$201.14 Low$207.00 Median$224.50 High$285.00 18 analysts
$207.00$285.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Social media sentiment
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
7 SEC filing reports analyzed · 2 bullish, 0 bearish, 0 mixed, 5 neutral · avg impact 4.0/10.
BULLISH8-K6/10
Simon Property Group reported strong Q2 2026 results, with Real Estate FFO per share of $3.29, a 7.9
Aug 11, 2026
NEUTRALCLUSTER2/10
Five directors of Simon Property Group made open-market purchases totaling approximately $183K on Ju
Jul 1, 2026
NEUTRALCLUSTER2/10
Two directors made small open-market purchases totaling ~$54K, representing a negligible fraction of
Jul 1, 2026
BULLISH8-K7/10
Simon Property Group reported strong Q1 2026 results with Real Estate FFO of $3.17 per diluted share
May 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 18, 2026
short_volume
Short Volume: SPG — 71.8% short (0.4M / 0.5M)
Short: 364,881 | Exempt: 135 | TRF Vol: 507,987 | Short Ratio: 71.8% | Off-exchange volume (dark pool + OTC)
Sep 8, 2026
short_volume
Short Volume: SPG — 57.7% short (0.3M / 0.6M)
Short: 327,118 | Exempt: 404 | TRF Vol: 566,458 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
Sep 7, 2026
dark_pool
Dark Pool: SPG — 1.5M shares, 44,053 trades
Week starting 2026-09-07. Total ATS volume: 1,546,760 shares across 44,053 trades.
Aug 31, 2026
short_volume
Short Volume: SPG — 73.2% short (0.5M / 0.7M)
Short: 543,273 | Exempt: 58 | TRF Vol: 742,528 | Short Ratio: 73.2% | Off-exchange volume (dark pool + OTC)
Aug 31, 2026
dark_pool
Dark Pool: SPG — 1.3M shares, 46,510 trades
Week starting 2026-08-31. Total ATS volume: 1,283,020 shares across 46,510 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.63 | $1.53–$1.72 | 1.9% | -3.2% | 0↑ 1↓ | $1.7B | 3 |
| Next Q | $1.88 | $1.81–$1.93 | 79.8% | -1.6% | 1↑ 1↓ | $1.7B | 3 |
| Current FY | $5.85 | $5.85–$5.85 | -1.0% | -11.4% | 0↑ 2↓ | $6.7B | 1 |
| Next FY | $6.80 | $6.15–$7.36 | 16.2% | +1.3% | 1↑ 2↓ | $6.9B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.627 | — |
| 7d ago | $1.627 | — |
| 30d ago | $1.680 | -0.053 |
| 60d ago | $1.636 | -0.010 |
| 90d ago | $1.635 | -0.009 |
Institutional ownership
Which big funds own SPG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $53.0B total value (236,681,067 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, VANGUARD. Net buying activity: 33 institutions added/increased vs 17 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 37,269,192 | $8.3B | 15.7% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 27,878,674 | $6.2B | 11.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 20,632,222 | $4.6B | 8.7% | — |
| STATE STREET CORP | 20,356,570 | $4.6B | 8.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 11,335,910 | $2.5B | 4.8% | — |
| Capital World Investors | 10,524,034 | $2.4B | 4.4% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 9,390,325 | $2.1B | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 8,248,498 | $1.8B | 3.5% | — |
| MORGAN STANLEY | 5,566,600 | $1.2B | 2.4% | — |
| FMR LLC | 5,561,360 | $1.2B | 2.3% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 4,293,287 | — | $960.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | DOUBLED | 26,350 | 3,604,590 | +13579.7% | $806.2M |
| Amundi | TRIM | 1,990,741 | 1,335,838 | -32.9% | $298.8M |
| Allianz Asset Management GmbH | ADD | 906,444 | 1,176,483 | +29.8% | $263.1M |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | ADD | 573,005 | 929,555 | +62.2% | $207.9M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | TRIM | 1,074,449 | 643,630 | -40.1% | $143.9M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | ADD | 392,538 | 494,362 | +25.9% | $110.4M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | 138,126 | 491,044 | +255.5% | $109.8M |
| 1832 Asset Management L.P. | DOUBLED | 108,732 | 446,547 | +310.7% | $99.9M |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | ADD | 223,079 | 310,277 | +39.1% | $69.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
15 insiders, 50 transactions. Net $993.8K — $993.8K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | Roe Peggy | Director | BUY | 88 | $202.78 | $17.8K |
| Sep 30, 2026 | STEWART MARTA R | Director | BUY | 199 | $202.78 | $40.4K |
| Sep 30, 2026 | Smith Daniel C. | Director | BUY | 350 | $202.78 | $71.0K |
| Sep 30, 2026 | SELIG STEFAN M | Director | BUY | 208 | $202.78 | $42.2K |
| Sep 30, 2026 | RODKIN GARY M | Director | BUY | 232 | $202.78 | $47.0K |
| Sep 30, 2026 | LEWIS RANDALL J | Director | BUY | 65 | $202.78 | $13.2K |
| Sep 30, 2026 | LEIBOWITZ REUBEN S | Director | BUY | 480 | $202.78 | $97.3K |
| Sep 30, 2026 | Jones Nina P | Director | BUY | 46 | $202.78 | $9.3K |
| Sep 30, 2026 | GLASSCOCK LARRY C | Director | BUY | 367 | $202.78 | $74.4K |
| Sep 30, 2026 | Cicco Martin J | Director | BUY | 15 | $202.78 | $3.0K |
Congressional trades
SPG trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 8, 2026 | William Keating | D | HOUSE | BUY | $1,001 - $15,000 | Simon Property Group Inc | May 19, 2026(12d) |
| Apr 20, 2026 | Jonathan Jackson | D | HOUSE | BUY | $15,001 - $50,000 | Simon Property Group Inc | May 28, 2026(39d) |
| Mar 27, 2026 | Alan Armstrong | R | SENATE | BUY | $1,001 - $15,000 | Simon Property Group Inc | Jul 22, 2026(117d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for SPG.
Shares short
9,858,955
Settlement Sep 15, 2026
Change vs prior
+3.5%
Semi-monthly cycle
Days to cover
8.2
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All SPG filing & press-release reports (7)
- 8-K reportAug 11, 2026
- CLUSTER reportJul 1, 2026
- CLUSTER reportJul 1, 2026
- 8-K reportMay 11, 2026
- DEFA14A reportApr 28, 2026
- CLUSTER reportApr 1, 2026
- 8-K reportMar 5, 2026