The first key point is
Simon Property Group's (SPG) potential undervaluation despite share price gains. The Group sold shares worth $1.5 Billion in Senior Notes, while Legacy Wealth Asset Management, Voya Investment Management sold their stake in the Group. Meanwhile, purchases were made by State Street Corp, Sarasin & Partners, and Cim LLC. A comparison between
Simon Property and Realty Income shows the latter outshining in terms of
dividend. Addtionally, the group's
Net Margin Decline raises questions about their bullish case. Amidst a having a
strong leasing activity in the first and second quarters of 2025, this mall giant still suffered a downward shift by Stifel in Stock rating on account of valuation. Insider buying and
Taubman integration updates require reassessment in the Group's valuation and investment narrative.
New Shares were bought by Meadowbrook Wealth Management LLC and Natixis. Despite strong FFO Growth, a stable performance amidst evolving retail trends, and a Dividend hike, their
stock was downgraded by Evercore ISI amid their price target increase.
Axios S.A. and Lido Advisors LLC sold their shares in the Group whereas Nations' largest mall owner completes
Taubman buyout.
Simon Property Group SPG News Analytics from Mon, 12 May 2025 07:00:00 GMT to Mon, 22 Dec 2025 11:47:18 GMT -
Rating 2
- Innovation 0
- Information 8
- Rumor -4
