Simon Property Group, Inc. $SPG Stock: Chicago Partners Investment Group LLC Increases Position

Chicago Partners Investment Group LLC boosted its position in shares of Simon Property Group, Inc. (NYSE:SPG) by 435.9% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,151 shares of the real estate investment trust’s stock after purchasing an additional 14,764 shares during the period. Chicago Partners Investment Group LLC’s holdings in Simon Property Group were worth $3,841,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Ancora Advisors LLC purchased a new stake in shares of Simon Property Group during the second quarter worth about $27,000. Osbon Capital Management LLC acquired a new position in Simon Property Group in the second quarter worth about $32,000. Fiduciary Financial Advisors acquired a new position in Simon Property Group in the second quarter worth about $34,000. Dynamic Wealth Strategies LLC increased its holdings in shares of Simon Property Group by 195.8% in the 1st quarter. Dynamic Wealth Strategies LLC now owns 210 shares of the real estate investment trust’s stock valued at $39,000 after acquiring an additional 139 shares during the last quarter. Finally, N.E.W. Advisory Services LLC increased its stake in Simon Property Group by 335.0% during the second quarter. N.E.W. Advisory Services LLC now owns 174 shares of the real estate investment trust’s stock valued at $39,000 after purchasing an additional 134 shares during the last quarter. Hedge funds and other institutional investors own 93.01% of the company’s stock.

Simon Property Group Stock Performance

SPG opened at $227.00 on Friday. The company has a quick ratio of 1.05, a current ratio of 1.05 and a debt-to-equity ratio of 5.19. The firm has a market cap of $73.45 billion, a PE ratio of 16.01, a P/E/G ratio of 3.52 and a beta of 1.27. The business has a fifty day simple moving average of $207.69 and a 200-day simple moving average of $206.54. Simon Property Group, Inc. has a fifty-two week low of $177.88 and a fifty-two week high of $238.50.

Simon Property Group (NYSE:SPG) last announced its earnings results on Thursday, November 5th. The real estate investment trust reported $3.37 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.69 by $1.68. Simon Property Group had a return on equity of 89.32% and a net margin of 66.56%. The company had revenue of $1.81 billion for the quarter, compared to analyst estimates of $1.63 billion. During the same period in the previous year, the firm earned $3.22 earnings per share. Simon Property Group’s revenue for the quarter was up 13.3% compared to the same quarter last year. Simon Property Group has set its FY 2026 guidance at 13.300-13.400 EPS. As a group, equities analysts predict that Simon Property Group, Inc. will post 13.24 EPS for the current fiscal year.

Simon Property Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 31st. Stockholders of record on Thursday, December 10th will be issued a dividend of $2.30 per share. This is an increase from Simon Property Group’s previous quarterly dividend of $2.25. This represents a $9.20 dividend on an annualized basis and a dividend yield of 4.1%. The ex-dividend date is Thursday, December 10th. Simon Property Group’s dividend payout ratio (DPR) is presently 63.47%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on SPG. Evercore raised their price target on Simon Property Group from $213.00 to $216.00 in a report on Wednesday, October 28th. Jefferies Financial Group reduced their price objective on Simon Property Group from $278.00 to $252.00 and set a “buy” rating for the company in a research report on Monday, October 12th. Scotiabank decreased their target price on shares of Simon Property Group from $222.00 to $221.00 and set a “sector perform” rating for the company in a research report on Thursday, September 17th. Truist Financial assumed coverage on shares of Simon Property Group in a research report on Friday, October 2nd. They set a “hold” rating and a $215.00 price target on the stock. Finally, JPMorgan Chase & Co. lowered their price objective on shares of Simon Property Group from $231.00 to $223.00 and set a “neutral” rating on the stock in a research note on Thursday, September 10th. Nine investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, Simon Property Group presently has an average rating of “Hold” and a consensus target price of $228.67.

Key Headlines Impacting Simon Property Group

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

• Positive Sentiment: Simon raised its 2026 real-estate FFO guidance to $13.30–$13.40 per share, above the prior consensus cited in the reports, and increased its quarterly dividend. Simon Q3 results, guidance and dividend announcement
• Positive Sentiment: Revenue was $1.81 billion, ahead of the $1.63 billion estimate cited in the earnings report and up 13.3% year over year, signaling continued operating growth. Simon Property Group Q3 earnings report
• Neutral Sentiment: FFO estimates differ across reports: Zacks said FFO of $3.37 per share topped its $3.32 consensus, while a MarketScreener flash cited $3.09 versus FactSet’s $3.31 estimate. That discrepancy makes the quarter’s FFO performance less uniformly positive. Zacks Q3 FFO report
• Neutral Sentiment: Simon refinanced Colorado Mills mall with a $93 million loan. The transaction provides financing for the property, but the report offered no clear indication of a material near-term earnings impact. Colorado Mills refinancing report

Insider Activity

In other news, Director Reuben Leibowitz bought 480 shares of the business’s stock in a transaction on Wednesday, September 30th. The shares were bought at an average cost of $202.78 per share, with a total value of $97,334.40. Following the purchase, the director directly owned 56,277 shares in the company, valued at $11,411,850.06. This trade represents a 0.86% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Marta Stewart purchased 199 shares of the company’s stock in a transaction that occurred on Wednesday, September 30th. The shares were acquired at an average cost of $202.78 per share, for a total transaction of $40,353.22. Following the completion of the transaction, the director directly owned 18,199 shares of the company’s stock, valued at $3,690,393.22. This trade represents a 1.11% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders bought 1,668 shares of company stock worth $338,237. 8.73% of the stock is owned by corporate insiders.

About Simon Property Group

Simon Property Group, Inc is a self-administered and self-managed real estate investment trust that owns, develops, and operates premier shopping, dining, entertainment, and mixed-use destinations. Its portfolio includes regional malls, premium outlet centers, and other retail properties designed to serve both local shoppers and visitors.

The company’s properties feature a broad mix of retailers, restaurants, entertainment venues, and experiential offerings. Simon also provides property management, leasing, development, redevelopment, and marketing services associated with its real estate portfolio.

Simon Property Group was formed in 1993 through the combination of the retail real estate interests of the Simon and DeBartolo families.