November 03, 2025 a 04:39 pm

SPG: Analysts Ratings - Simon Property Group, Inc.

Simon Property Group Stock Analysis

Simon Property Group, Inc. (SPG), a renowned real estate investment trust, remains a preferred choice for investors due to its substantial presence in North America, Europe, and Asia. Despite recent fluctuations in analyst sentiments, the company has maintained a stable investment profile attributed to its strong portfolio of premier shopping and entertainment destinations.

Historical Stock Grades

Rating Count Score Visualization
Strong Buy 1
Buy 6
Hold 13
Sell 0
Strong Sell 0
Analyst Ratings History Stock Chart

Sentiment Development

Over the recent months, there has been a notable shift from more aggressive "Strong Buy" recommendations towards more conservative ratings like "Hold". This trend suggests a cautious sentiment among analysts possibly reflecting market uncertainties or company-specific challenges.

  • Gradual decrease in "Strong Buy" ratings from 7 in November 2024 to 1 in November 2025.
  • A consistent stability in the "Hold" category, indicating sustained but cautious interest.
  • Overall, the total number of ratings remained stable, reflecting consistent analyst engagement.

Percentage Trends

The percentage distribution of analyst ratings shows a reduction in "Buy" and an increase in "Hold", indicating a more cautious market stance. Previously prevalent "Strong Buy" ratings have seen a significant decline, suggesting revised expectations about SPG's short-term performance.

  • Percentage of "Strong Buy" ratings decreased from 25% in mid-2024 to less than 5% by late 2025.
  • Increased "Hold" ratings from 30% to 65% reflecting a shift towards a more neutral stance.
  • Key transition from aggressive buying behavior towards a more conservative holding approach.

Latest Analyst Recommendations

Recent analyst recommendations reflect a consistent outlook towards SPG with the majority maintaining their ratings, denoting a stable short-term perspective. Observations suggest that analysts are holding their positions, possibly due to stable market conditions or lack of significant changes in the company's performance or outlook.

Date New Recommendation Last Recommendation Publisher
2025-10-17 In Line In Line Evercore ISI Group
2025-10-06 Equal Weight Equal Weight Barclays
2025-09-18 Overweight Overweight Piper Sandler
2025-09-15 In Line Outperform Evercore ISI Group
2025-09-11 Equal Weight Equal Weight Morgan Stanley

Analyst Recommendations with Change of Opinion

A few analysts have adjusted their ratings on SPG, reflecting subtle shifts in sentiment and market expectations. While some have downgraded their ratings, others have taken a more optimistic view based on the company's long-term potential. These opinions indicate a mix of caution and optimism within the investment community.

Date New Recommendation Last Recommendation Publisher
2025-09-15 In Line Outperform Evercore ISI Group
2025-04-08 Buy Hold Stifel
2025-02-05 Overweight Neutral Piper Sandler
2024-09-16 Outperform In Line Evercore ISI Group
2024-09-12 Hold Buy Stifel

Interpretation

The current market analysis of SPG reveals a mixed sentiment among analysts, reflecting uncertainty about the company's short-term prospects. While some hold steady with their existing ratings, others show a cautious downgrade, indicating possible market challenges. However, the general stability of recommendations supports the view that SPG continues to maintain a resilient investment appeal despite fluctuating sentiments.

Analyst opinions suggest stability but with growing prudence, possibly indicating reliance on SPG's robust property portfolio amid broader economic considerations. Additionally, the lack of "Sell" ratings denotes confidence in the underlying business model.

Conclusion

Simon Property Group, Inc. displays a stable outlook grounded in the resilience of its diversified property holdings. Though there's a notable shift from "Strong Buy" to "Hold," the absence of negative sentiments such as "Sell" confirms consensus on the company's intrinsic value and potential. As the market eyes macroeconomic elements, SPG's continuity in stable recommendations underscores analysis of cautious optimism. Investors may weigh risks tied to market volatility against SPG's consistent asset-based performance to make informed decisions.