Each point was worked out with the data available that day. Scale 0-10: 5 is the index average and 10 is the cap (+3 standard deviations), not perfection. The vertical axis zooms to fit this company, so two charts are not comparable by eye.
Market and Valuation
Price & Market
Prev Close Price:$221.73
Open:$222.00
Day's Low:$219.73
Day's High:$222.35
Bid / Ask:-
Market Cap:84.31B
Enterprise Value:101.61B
52-Week Range
52-Week Low:$177.88
52-Week High:$238.50
Current position in 52-week range
52w Low-52w High
50-Day Avg:$207.29
200-Day Avg:$206.10
Volume
Volume Today:1,749,703
Avg Volume (3m):1,272,262
Avg Volume (10d):1,162,960
52-Week Change:+21.44%
vs S&P 500, 52 weeks:-
Beta:1.31
Valuation Multiples
P/E (trailing):15.66
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 10, 2026. The P/E is the price divided by that EPS.
P/E (forward):32.79
PEG Ratio:4.58
Price / Book:16.35
Price / Sales (TTM):12.15
EV / Revenue:14.64
EV / EBITDA:19.83
Dividends
Current yield:4.01%
Annual Dividend Rate:$8.90
Dividend Trailing:$8.80
Yield Trailing:3.97%
5-Year Avg Yield:4.99%
Payout Ratio:62.10%
Last Ex-Dividend Date:-
Valuation Context
P/E vs sector (indicative)
Most Recent Quarter:-
Fiscal Year (Next):-
Loading historical OHLCV database...
Date
Open
High
Low
Close
Volume
Financial Statements TTM (Trailing 12 Months)
Income Statement
Total Revenue (TTM):6.94B
Gross Profit:5.65B
EBITDA:5.13B
Net Income (TTM):4.62B
Rev Growth (YoY):+19.50%
Earnings Growth (YoY):-12.50%
Quarterly earnings growth (YoY):-13.10%
Margins
Gross Margin:-
EBITDA Margin:-
Operating Margin:-
Net Margin:-
Per Share
EPS Trailing (TTM):$14.18
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 10, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$6.77
Revenue Per Share:$21.33
Cash Per Share:-
Book Value:$13.58
Last Dividend:-
Ex-Dividend Date:-
Last Split:-
Balance Sheet & Liquidity
Total cash:1.02B
Total Debt:29.44B
Net Debt (Debt - Cash):28.42B
Debt / Equity:503.50%
Current Ratio:0.27
Quick Ratio:0.26
Cash Flows
Operating Cash Flow:4.12B
Free Cash Flow (FCF):2.60B
FCF Yield (FCF / Market Cap):-
Enterprise Value:101.61B
EV / Revenue:14.64
EV / EBITDA:19.83
Profitability
ROE (Return on Equity):120.51%
ROA (Return on Assets):5.63%
P/E (trailing):15.66
P/E (forward):32.79
Price / Book:16.35
PEG Ratio:4.58
52-Week Change:+21.44%
S&P 500 change, 52 weeks:+11.37%
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
EPS Trailing (TTM):$14.18
Diluted EPS for the last 12 months: the four quarters ended Jun 30, 2026, from the accounts filed with the SEC on Aug 10, 2026. The P/E is the price divided by that EPS.
EPS Forward (Est.):$6.77
P/E (forward):32.79
PEG Ratio:4.58
Growth and Margins
Earnings Growth YoY:-
Quarterly Earnings Growth YoY:-
Rev Growth YoY:-
Net Margin:-
Gross Margin:-
EBITDA Margin:-
Per Share
Revenue Per Share:$21.33
Cash Per Share:-
Book Value:$13.58
Cash Flows (TTM)
Free Cash Flow:2.60B
Operating Cash Flow:4.12B
EBITDA:5.13B
Total Revenue (TTM):6.94B
Net Income (TTM):4.62B
Fiscal Year (Last):-
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
Quarter
Period
Actual EPS
Estimated EPS
Difference
Surprise %
Currency
Ownership Structure
Ownership Distribution
% Insiders:-
% Institutional:-
% Inst. (of Float):-
No. of Institutions:-
Visual distribution
InsidersInstitutionalFree Float
Shares & Short Interest
Shares Outstanding:323,551,515
Float (free shares):319,848,287
Short interest (shares):377
Short % of float:-
Short Ratio (days to cover):0.00
Short interest, prior month:-
Short Interest Date:-
Governance Score (1=Best, 10=Worst)
Overall risk:-
Audit Risk:-
Board risk:-
Compensation Risk:-
Shareholder rights risk:-
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
Organization
Report Date
% Shares
No. Shares
Value (USD)
Change %
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
Fund
Report Date
% Shares
No. Shares
Value (USD)
Change %
Recent Insider Trades
Executive / Insider
Title
Date
Action
Shares
Options Chain
CALLS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
PUTS
Strike
Last
Bid
Ask
Vol.
O.I.
IV
Sentiment Metrics
Put/Call Ratio (Volume):-
Put/Call Ratio (O.I.):-
Max Pain (estimated):-
Total O.I. Calls:-
Total O.I. Puts:-
Expected move
Average IV (Calls ATM):-
Average IV (Puts ATM):-
Days to Expiration:-
Expected move (±):-
Simon Property Group, Inc. (SPG) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
Simon Property Group, Inc. is a self-administered and self-managed real estate investment trust (REIT). Simon Property Group, L.P., or the Operating Partnership, is our majority-owned partnership subsidiary that owns all of our real estate properties and other assets. In this package, the terms Simon, we, our, or the Company refer to Simon Property Group, Inc., the Operating Partnership, and its subsidiaries. We own, develop and manage premier shopping, dining, entertainment and mixed-use destinations, which consist primarily of malls, Premium Outlets, The Mills, and International Properties. At December 31, 2024, we owned or had an interest in 229 properties comprising 183 million square feet in North America, Asia and Europe. We also owned an 88% interest in The Taubman Realty Group, or TRG, which owns 22 regional, super-regional, and outlet malls in the U.S. and Asia. Additionally, at December 31, 2024, we had a 22.4% ownership interest in Klepierre, a publicly traded, Paris-based real estate company, which owns shopping centers in 14 European countries. Simon Property Group, Inc. was incorporated in 1960 and is based in Indianapolis, Indiana.
A free account saves your simulator portfolios, your personal portfolio and your Academy progress, synced across devices. And, if you switch it on, the email alert the same day an insider buys stock in their own company.
No card. No spam.
Simon Property Group, Inc. (SPG): Quantitative Analysis
Simon Property Group, Inc. (SPG) — Real Estate — REIT - Retail. SPG is in the S&P 500 today. Model factor scores and market data, recalculated every trading day.
So far in 2026, SPG has returned +23.6% against +11.4% for the S&P 500 (SPY): total return, dividends included on both sides, from Dec 31, 2025 to Nov 3, 2026.
SPG ranks 82 of 461 on today's multifactor score, and 2 of the 30 Real Estate companies that score. Its strongest factor is quality (Z 0.64, ranked 53 of 468); its weakest is value (Z -0.42, ranked 342 of 489). Each factor ranks only the companies with data for it, and the multifactor score only those with all four: that is why the totals differ.
Factor scores
The Z-Score is how many standard deviations the company sits from the index average: 0 is average, positive is better than average, negative is worse.
Frequently asked questions about Simon Property (SPG)
When does Simon Property report earnings?
According to Nasdaq's public calendar (checked on Nov 4, 2026), Simon Property will report its next earnings on Nov 5, 2026, after the US market closes. The date is announced by the company itself and can change. Of its last 12 earnings announcements: 11 after the close and 1 before the open (SEC filings through Aug 10, 2026). SPG earnings dates and times, quarter by quarter →
What is Simon Property's P/E ratio?
Simon Property's P/E (price over earnings per share for the last twelve months) is 15.7 at the Nov 3, 2026 close. That EPS is the 12-month diluted figure from the SEC, the four quarters ended Jun 30, 2026. The median of the 29 Real Estate companies with a P/E is 31.8, and the S&P 500's, 23.5: Simon Property is below its sector median. Real Estate stocks, company by company →
Where does Simon Property rank on Quant500?
In the Nov 3, 2026 multi-factor ranking, Simon Property ranks 82 of 461, and 2 of the 30 Real Estate companies that score. The ranking orders S&P 500 companies by the average of four factors (momentum, value, quality and growth) and is recalculated every trading day. It is a model output, not investment advice. The full ranking →How it is calculated →
Have Simon Property insiders bought or sold shares?
The latest open-market purchase of Simon Property shares filed with the SEC (Form 4) was on Sep 30, 2026, by a director, for $97k. The latest sale was on Feb 25, 2026, by an officer, for $2.0M. In total, from August 2025 through Nov 3, 2026: 54 purchases and 1 sale by directors, officers and large shareholders. All SPG insider trades →
Does Simon Property pay a dividend?
Yes. Its dividend yield is 4.01% at the Nov 3, 2026 close (annual dividend of $8.90 per share). The latest recorded ex-dividend date is Sep 9, 2026.
What sector is Simon Property in, and which index?
Simon Property is classified in the Real Estate sector (industry: REIT - Retail), per the data provider's classification (similar to GICS, not identical). It is in the S&P 500 today. It is one of the 30 S&P 500 companies in that sector. Real Estate stocks →
What is behind these numbers
The concepts on this page, explained from scratch in the Academy. Free, no account.
Quality and low volatilityWhere the quality score comes from, and why it is the factor with the most competing definitions, all of them called the same thing.
We save the portfolios you design, your own portfolio and your Academy progress, synced across devices.
Free, no card. Two automatic emails and no more: the one that confirms your address and the welcome one. After that, nothing you do not switch on yourself in your profile — such as the alert for insider buys, the same day they are reported to the SEC.