How Insider Buying and Premium Mall Redevelopments At Simon Property Group (SPG) Has Changed Its Investment Story

• On December 15, 2025, Simon Property Group director Randall Lewis purchased 545 shares, lifting his stake to 5,773 shares as the REIT continues integrating recent acquisitions such as Taubman Realty Group and Phillips Place.
• This insider buying streak, combined with management’s emphasis on premium redevelopments and a higher dividend, highlights leadership’s conviction in the company’s reshaped retail portfolio and cash-generation potential.
• We’ll now examine how this insider buying momentum influences Simon Property Group’s investment narrative around redevelopment progress and premium mall expansion.

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Simon Property Group Investment Narrative Recap

To own Simon Property Group, you need to believe that its premium malls, outlets and mixed‑use projects can offset ongoing retail disruption, tenant churn and heavy redevelopment needs. The latest insider buying, while a positive sentiment signal, does not fundamentally change the near term focus on executing large projects and managing refinancing risk in a higher rate world.

This insider purchase sits alongside Simon’s higher Q4 2025 dividend of US$2.20 per share, which underlines management’s confidence in ongoing cash generation while the company absorbs recent acquisitions like Taubman and Phillips Place.

Yet, even with these positives, investors still need to be aware of how rising interest costs could affect dividend coverage and refinancing options...

Read the full narrative on Simon Property Group (it's free!)

Simon Property Group's narrative projects $6.2 billion revenue and $2.4 billion earnings by 2028.

Uncover how Simon Property Group's forecasts yield a $193.45 fair value, a 5% upside to its current price.

Exploring Other Perspectives

Seven members of the Simply Wall St Community estimate Simon’s fair value between US$99 and US$262, showing very different views on upside. As you weigh those opinions, keep in mind that persistent retailer bankruptcies and tenant churn could pressure occupancy and net operating income over time, which may influence how the company’s redevelopment pipeline ultimately plays out.

Explore 7 other fair value estimates on Simon Property Group - why the stock might be worth 46% less than the current price!

Build Your Own Simon Property Group Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Simon Property Group research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Simon Property Group research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Simon Property Group's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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