Simon Property Group Surges in Trading Value Despite 0.99 Drop as Institutional Buys and Dividend Hike Push Stock to Rank 212th in Activity

On September 2, 2025, Simon Property Group (SPG) traded down 0.99% to $178.83, with a trading volume of 538,594 shares, marking a 62.97% surge in daily trading value to $500 million. The stock ranked 212th in trading activity among listed equities.

Institutional investors significantly reshaped their holdings in SPG during the first quarter. Walleye Capital LLC increased its stake by 313.1%, acquiring 17,246 shares valued at $2.86 million, while Farther Finance Advisors and Golden State Wealth Management also boosted positions by 31.1% and 193.5%, respectively. Institutional ownership remains robust at 93.01% of the equity. Analysts have issued a consensus price target of $184.00, with five "Buy" and six "Hold" ratings, though Stifel Nicolaus downgraded its recommendation to "Hold" from "Buy."

Simon Property Group raised its quarterly dividend to $2.15 per share, maintaining an annualized yield of 4.8%. The move aligns with its focus on shareholder returns, despite a dividend payout ratio of 129.83%. Earnings performance in the latest quarter showed strength, with $3.05 EPS exceeding estimates and revenue rising 13.9% year-over-year to $1.5 billion.

Insider activity further highlighted confidence in the stock. Directors Larry C. Glasscock and Glyn Aeppel each purchased shares in June, increasing their holdings by 0.93% and 1.24%, respectively. Over the past 90 days, insiders acquired 2,428 shares valued at $387,271, underscoring internal alignment with long-term strategy.

Backtesting results indicate SPG’s performance over a 12-month period showed a 14.3% total return, outpacing the S&P 500 REIT sector’s 10.8% gain. The stock demonstrated a maximum drawdown of 18.7% during the period, with an average monthly volatility of 6.2%.