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TickerTalks›$SPG
SPSPG

Simon Property Group, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 19% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (77 mentions/wk)
$SPG·$68B·REIT - Retail·Real Estate
$212.07+1.3%1Y+14.7%
Price updated 9m ago·X counts updated 20h ago
SPSPG
$SPGSimon Property Group, Inc.
$212.07+1.26%77 posts1.3×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $SPG on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

77X posts · last 7 days
Aug 30Sep 7
Chatter Meter
1.3×
QuietNormal · 1×Loud

How loud $SPG's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 91% of tracked names.

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $SPG — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-07

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Simon Property just launched a mall-based media network — real-estate cash flow plus a first-party-data pivot.

Simon Property Group is the largest US mall REIT — a real-estate business whose current story includes a media-network launch that monetizes foot traffic as an ad-inventory play, a smart pivot in a challenged retail-real-estate environment.

  • The business is growing at scale: revenue up 19.5% YoY at $1.79B/quarter with 48% operating margin and 81% gross margin — for a REIT with a mall-heavy portfolio, that's an unusually strong growth signature and reflects continued outlet-and-premium-mall demand plus the media-network layer.
  • The strategic pivot is genuinely new: launching a media network to monetize mall foot traffic via first-party data is a real, dated business-model expansion — turning a physical asset into a hybrid ad-monetization vehicle.
  • The tape is coiling: 6% below the 50-day, 4% above the 200-day, sitting at 56% of the 52-week range, volume 65% of normal — a proper base-building pattern, though 6 insider transactions (none with significant sell values) suggest routine grants rather than directional signal.

A Nov 2 print showing continued 15%+ growth plus firmed media-network launch metrics extends the coil upward; a retail-cycle deterioration or a soft media-network pilot is the honest risk on a name at 15x earnings.

What to watch: Nov 2 earnings — same-mall NOI growth, media-network launch metrics, and any commentary on premium-mall foot traffic. A hot growth print with media-network progress extends the coil; a retail-cycle deterioration is the honest risk.

On the calendar: 2026-11-02 — Q3 earnings

Read the AI verdict on $SPG

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Simon Property Group (NYSE: SPG) is a prominent S&P 100 real estate investment trust that specializes in owning and developing a portfolio of world-class shopping, dining, entertainment, and mixed-use destinations. These significant properties, strategically located across North America, Europe, and Asia, serve as vital community hubs, attracting millions of visitors daily and contributing billions in annual revenue.

Industry overviewAI analysisGenerated by AI from underlying data

Where REIT - Retail sits in its cycle right now — and what that implies for $SPG.

REIT - Retail · Real Estate

Retail REITs show bifurcation: Class-A malls (Simon Property) are outperforming on luxury-tenant demand and mixed-use densification; net-lease (Realty Income) offers bond-proxy income with inflation-linked escalators.

What this means for $SPG

Partial — Simon Property Group; premier Class-A mall REIT, luxury tenant demand sustaining rents, mixed-use densification projects.

Top industry ETF

$XLREReal Estate Select Sector SPDR
+12.0%YTD
+4.8%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.8%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
48.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
4.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.8Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
113%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
84.1%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
6.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 10, 2026$1.49$1.64-9.1%
Q1 2026May 11, 2026$1.48$1.46+1.4%
Q4 2025Feb 2, 2026$9.35$1.90+392.1%
Q3 2025Nov 3, 2025$1.86$1.97-5.6%
Next earningsMon, Nov 2·consensus EPS $1.66

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$1.8B+19.5%81.2%48.8%$1.49$958.7M
Q1 FY26$1.8B+19.3%80.3%43.4%$1.48$625.0M
Q4 FY25$1.8B+13.2%91.4%49.7%$9.35$982.0M
Q3 FY25$1.6B+8.2%83.4%50.8%$1.82$685.0M

Forward consensus

5-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$6.6B$6.5B – $6.8B$6.65$6.57 – $6.704
FY27$6.9B$6.7B – $7.1B$6.94$6.87 – $7.097
FY28$7.1B$6.8B – $7.4B$7.61$6.64 – $8.566
FY29$7.8B$7.6B – $8.0B$7.58$7.32 – $7.814
FY30$8.7B$8.5B – $8.9B$7.33$7.08 – $7.563

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-5.9%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+3.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 320.6M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.315-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJun 30Marta R StewartDirector182 sh$41KBuyJun 30Daniel C. SmithDirector372 sh$83KBuyJun 30Randall J LewisDirector62 sh$14KBuyJun 30Nina P JonesDirector43 sh$10KBuyJun 30Glyn AeppelDirector243 sh$54KBuyJun 30Stefan M SeligDirector220 sh$49KBuyJun 30Peggy RoeDirector89 sh$20KBuyJun 30Reuben S LeibowitzDirector508 sh$113KBuyJun 30Larry C GlasscockDirector397 sh$89KBuyJun 30Martin J CiccoDirector15 sh$3K
1–10 of 11
+ 21 other (13 awards · 6 inkinds · 1 gift · 1 will) in window

See when $SPG insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

High-Yield Dividend Investors Could Be Making This Expensive Tax Mistake247wallst.com·3d agoTop Real Estate Stocks To Watch Today – August 31stdefenseworld.net·7d agoSimon Launches Media Network to Unlock Value From Mall Trafficzacks.com·11d agoSimon® Launches Simon Media Network™, Turning Real-World Consumer Behavior Into Measurable Business Impactprnewswire.com·12d agoSimon Property Group, Inc. $SPG Shares Sold by Adelante Capital Management LLCdefenseworld.net·13d ago

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Voices on X · last 7 days

No standout posts about $SPG on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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