Capital Advisors Inc. OK Trims Stake in Simon Property Group, Inc. $SPG

Posted by Stanley Muller on Aug 30th, 2026

Capital Advisors Inc. OK reduced its holdings in Simon Property Group, Inc. (NYSE:SPG – Free Report) by 0.6% during the second quarter, Holdings Channel.com reports. The fund owned 412,689 shares of the real estate investment trust’s stock after selling 2,522 shares during the quarter. Simon Property Group accounts for 1.4% of Capital Advisors Inc. OK’s investment portfolio, making the stock its 19th largest holding. Capital Advisors Inc. OK’s holdings in Simon Property Group were worth $92,298,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Norges Bank bought a new stake in shares of Simon Property Group during the 4th quarter valued at about $1,112,111,000. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in shares of Simon Property Group by 13,579.7% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,604,590 shares of the real estate investment trust’s stock worth $806,167,000 after purchasing an additional 3,578,240 shares in the last quarter. Legal & General Group Plc bought a new position in shares of Simon Property Group in the second quarter worth approximately $783,974,000. Canada Pension Plan Investment Board bought a new position in shares of Simon Property Group in the second quarter worth approximately $489,647,000. Finally, Caisse de depot et placement du Quebec purchased a new stake in Simon Property Group in the second quarter valued at approximately $143,948,000. Hedge funds and other institutional investors own 93.01% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have issued reports on the stock. Citigroup lifted their target price on shares of Simon Property Group from $205.00 to $230.00 and gave the company a “neutral” rating in a research report on Monday, August 17th. Wolfe Research lowered shares of Simon Property Group from an “outperform” rating to a “peer perform” rating in a report on Tuesday, June 30th. LADENBURG THALM/SH SH raised their price objective on shares of Simon Property Group from $250.00 to $275.00 and gave the company a “buy” rating in a research report on Tuesday, August 11th. Bank of America raised their price objective on shares of Simon Property Group from $225.00 to $236.00 and gave the company a “buy” rating in a research report on Monday, June 29th. Finally, Evercore set a $215.00 price objective on shares of Simon Property Group in a report on Tuesday, July 7th. Two research analysts have rated the stock with a Strong Buy rating, four have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $225.27.

Check Out Our Latest Stock Report on SPG

Simon Property Group Price Performance

Shares of Simon Property Group stock opened at $214.65 on Friday. The firm has a market capitalization of $69.45 billion, a PE ratio of 15.14, a price-to-earnings-growth ratio of 2.67 and a beta of 1.30. The company has a current ratio of 1.05, a quick ratio of 1.05 and a debt-to-equity ratio of 5.19. Simon Property Group, Inc. has a 12 month low of $172.19 and a 12 month high of $238.50. The business’s 50-day moving average price is $223.52 and its 200-day moving average price is $207.92.

Simon Property Group (NYSE:SPG – Get Free Report) last released its earnings results on Monday, August 10th. The real estate investment trust reported $1.49 earnings per share for the quarter, missing analysts’ consensus estimates of $1.64 by ($0.15). The firm had revenue of $1.79 billion during the quarter, compared to the consensus estimate of $1.61 billion. Simon Property Group had a return on equity of 89.32% and a net margin of 66.56%.The business’s quarterly revenue was up 19.5% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.70 EPS. Simon Property Group has set its FY 2026 guidance at 13.200-13.300 EPS. Sell-side analysts forecast that Simon Property Group, Inc. will post 13.2 EPS for the current fiscal year.

Simon Property Group Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Wednesday, September 9th will be issued a $2.25 dividend. This represents a $9.00 dividend on an annualized basis and a dividend yield of 4.2%. The ex-dividend date is Wednesday, September 9th. Simon Property Group’s payout ratio is presently 63.47%.

Insider Transactions at Simon Property Group

In other Simon Property Group news, Director Gary M. Rodkin bought 256 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The shares were bought at an average price of $223.34 per share, for a total transaction of $57,175.04. Following the transaction, the director directly owned 21,016 shares in the company, valued at $4,693,713.44. This trade represents a 1.23% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Marta R. Stewart bought 182 shares of the firm’s stock in a transaction that occurred on Tuesday, June 30th. The stock was acquired at an average price of $223.16 per share, for a total transaction of $40,615.12. Following the transaction, the director owned 18,000 shares in the company, valued at $4,016,880. This trade represents a 1.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders purchased 2,387 shares of company stock worth $533,056. Corporate insiders own 8.73% of the company’s stock.

Simon Property Group Company Profile

(Free Report)

Simon Property Group, Inc (NYSE: SPG) is a publicly traded real estate investment trust (REIT) that owns, develops and manages retail real estate properties. Its core business activities include acquisition, development, leasing and property management of regional malls, outlet centers and mixed‑use retail destinations. The company operates retail brands that include high‑profile regional shopping centers and the Premium Outlets platform, and it provides services such as tenant leasing, marketing, property operations and capital projects to optimize asset performance.

Simon’s portfolio spans a broad mix of enclosed malls, open‑air centers, outlet properties and mixed‑use developments, and the company pursues redevelopment and repositioning to adapt properties to changing consumer and retail trends.