Simon Property Group

Is Simon Property Group Overvalued After Strong Multi-Year Share Price Gains?

Simon Property Group's Record FFO, Higher Dividend, and New Guidance: A Bullish Case?

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Piper Sandler raises Simon Property Group's PT to $230 from $225, maintains Overweight rating

Simon Property Group's 15min chart shows Bollinger Bands expanding downward, KDJ death cross.

Stifel Reiterates Hold on Simon Property Group, Raises Price Target to $185

Catalyst<ul> <li>Most analysts rate SPG Buy or Strong Buy, showing broad institutional optimism.</li></ul>Risk<ul> <li>Fund flow trends show net outflows across all order sizes indicating reduced institutional confidence.</li> <li>Technical indicators show that the market is in a volatile state and the direction is not clear enough.</li></ul>

Key Factors

Simon Property Group reported Q4 2025 earnings with net income of $0.88 per diluted share, exceeding estimates by $0.15.Simon Property Group declared a quarterly dividend of $2.20 per share, maintaining a forward yield of 4.6%.Simon Property Group issued 2026 FFO guidance of $13.00–$13.25 per share, contingent on at least 3% domestic NOI growth.Simon Property Group raised its 2026 net income guidance to a range of $6.87 to $7.12 per diluted share.Simon Property Group announced a $750 million senior note offering to repay borrowings and for general corporate purposes.

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