Evercore ISI downgrades Simon Property Group stock rating despite price target increase

Published 15/09/2025, 11:00
Evercore ISI downgrades Simon Property Group stock rating despite price target increase

Investing.com - Evercore ISI downgraded Simon Property Group (NYSE:SPG) from Outperform to In Line on Monday, while simultaneously raising its price target to $187.00 from $183.00. The stock, which currently trades at $182.47, has shown remarkable strength with a market capitalization of $68.8 billion and an impressive InvestingPro Financial Health Score of "GREAT."

The research firm cited limited potential upside as the primary reason for the downgrade, noting that Simon Property Group shares have already gained 10% year-to-date.

This stock performance represents twice the average return seen across the broader REIT sector, according to Evercore ISI’s analysis.

The firm’s new price target of $187.00 reflects a modest 2.2% increase from its previous target of $183.00, despite the downgrade in rating from Outperform to In Line.

Simon Property Group, one of America’s largest mall operators, has outperformed many peers in the retail REIT space during 2025, contributing to Evercore’s view that the stock has limited room for additional appreciation.

In other recent news, Simon Property Group has been the subject of several notable developments. S&P Global Ratings upgraded the company to an ’A’ rating with a stable outlook, recognizing its strong operating performance and solid sector fundamentals. For the six months ending June 30, 2025, Simon Property Group reported a 3.8% year-over-year increase in domestic property net operating income and improved its occupancy rate to 96.0%. Meanwhile, Stifel downgraded the company’s stock from Buy to Hold, citing valuation concerns, while maintaining a price target of $179.00. Despite this, Piper Sandler reiterated an Overweight rating with a price target of $200.00, following discussions with the company’s leadership.

Additionally, the company has made significant leadership changes, promoting Eli Simon to Chief Operating Officer. Eli Simon, who joined the company in 2019, will collaborate closely with Chairman and CEO David Simon on various operational aspects. Stifel also adjusted its price target for Simon Property Group to $179.00 due to one-time items, although it maintained a Buy rating. The company’s second-quarter financial results showed Real Estate Funds From Operations per share of $3.05, aligning with consensus estimates but slightly above Stifel’s expectations.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.