SPG Stock Recent News

In a commercial real estate environment still grappling with inflationary pressures, evolving consumer behavior and global economic uncertainty, observers would be forgiven for embracing prevailing narratives about the death of brick-and-mortar retail.

The headline numbers for Simon Property (SPG) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Simon Property (SPG) came out with quarterly funds from operations (FFO) of $3.05 per share, beating the Zacks Consensus Estimate of $3.04 per share. This compares to FFO of $2.9 per share a year ago.

INDIANAPOLIS , Aug. 4, 2025 /PRNewswire/ -- Simon ®, a real estate investment trust engaged in the ownership of premier shopping, dining, entertainment and mixed-use destinations, today reported results for the quarter ended June 30, 2025. "We delivered another successful quarter, driven by the quality of our portfolio and disciplined execution," said David Simon, Chairman, Chief Executive Officer and President.

Beyond analysts' top-and-bottom-line estimates for Simon Property (SPG), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.

While SPG is poised to benefit from the healthy demand for retail assets in the second quarter, high interest expenses are likely to have acted as a spoilsport.

Shares of Realty Income (NYSE:O) gained 0.86% over the past month, bringing its year-to-date gain to 9.45%. In addition to outperforming the S&P 500’s gain of 8.61% in 2025, O has provided shareholders with a dividend currently yielding 5.60%. Realty Income remains a staple in dividend investors’ portfolios. The commercial REIT dividend — which pays out monthly and has for 659 consecutive months — is a large reason investors are confident in the stock moving forward. Another reason: its expanding footprint in the European market that has seen commercial properties with long-term net lease agreements added to its +13,000-property portfolio in the U.K., Spain and other countries. Billing itself “The Monthly Dividend Company,” the real estate investment trust (REIT) blazed a new path in the field that numerous other REITs now follow. The track record of payments for O is remarkable, and since being listed on the NYSE in 1994, the REIT has increased its divi

Simon Property Group is a high-quality, well-managed REIT, but current valuation limits upside due to rising interest rates and muted earnings growth. Recent dividend growth was driven by a post-pandemic recovery and payout normalization, and is unlikely to continue at the same pace going forward. At current prices, SPG offers a projected total return below 10%, making it less attractive versus other REITs trading at depressed valuations.

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Simon Property Group is a stable, large-cap REIT with strong assets but moderate risk due to high debt and low coverage ratios. After detailed analysis and market adjustments, I assign SPG a Baa3 investment-grade credit rating, reflecting its financial health and risk profile. SPG's preferred stock (SPG.PR.J) is currently overvalued; I do not recommend buying unless the price drops below $52 for a better yield to call.