Company Dossier · Real Estate
Simon Property Group
- S&P 500
- Russell 1000
What Simon Property Group is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $6.94 billion, up 15% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.22 billion, up 2.5% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.91 billion, up 3.4% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.23 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2025: $3.67 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 10, 2026): sentiment 0.80 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Guidance in the last 90 days: 2 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 25, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net buyers in Q3 2026: $0.5 million on the open market.SEC Form 4
- 1,366 institutional managers reported a position at June 30, 2026 (+53 on the quarter before).SEC Form 13F
- H-1B filings certified in Q4 2024: 2.U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Simon Property Group is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending32nd pct
- Debt raised85th pct
- Buybacks vs capex—
- Hiring filings5th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Confident
- Call sentiment89th pct
- Call confidence89th pct
- Guidance changes70th pct
- Risk factors added75th pct
- Insider open-market trades80th pct
- + Call sentiment
- + Call confidence
- + Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver83rd pct
- Stress filings50th pct
Credit
How these are built →Simon Property Group's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$28.7B
- Due within a year $0.0B
- Longer term $28.7B
- Default point $14.3B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name Simon Property Group, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- Neutral
- NegativeSimon Property Group Family Embroiled In Lawsuit Over Real Estate Offshoot
Bisnow · Aug 5, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- May 15, 20268-KDirector or officer changeItem 5.02
- May 15, 20268-KShareholder vote resultsItem 5.07
- May 15, 20268-KDirector or officer changeItem 5.02
- Mar 24, 20268-KDirector or officer changeItem 5.02
- Mar 5, 20268-KMaterial agreement signedItem 1.01
- Feb 25, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 5, 20268-KDirector or officer changeItem 5.02
- Aug 7, 20258-KDirector or officer changeItem 5.02
- May 15, 20258-KShareholder vote resultsItem 5.07
- Mar 20, 20258-KDirector or officer changeItem 5.02
- Feb 21, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 6, 20258-KDirector or officer changeItem 5.02
- Oct 30, 2024Risk event
- Feb 22, 202410-KAnnual report (10-K)0 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Realty Income O | $6.0B | — | Jun 30, 2026 |
| Kimco Realty KIM | $2.2B | $1.1B | Jun 30, 2026 |
| Regency Centers REG | $1.6B | — | Mar 31, 2026 |
| Brixmor Property Group BRX | $1.4B | — | Jun 30, 2026 |
| Federal Realty Investment Trust FRT | $1.3B | — | Mar 31, 2026 |
| NNN Reit NNN | $0.9B | — | Dec 31, 2025 |
| Weyerhaeuser WY | $6.8B | — | Jun 30, 2026 |
| Ventas VTR | $6.4B | — | Jun 30, 2026 |