News | Saks Global and its biggest landlord, Simon Property, clash over two stores
Saks Global, currently in Chapter 11 bankruptcy, has resolved most disputes over unpaid rent with landlords and secured $1.75 billion in financing. However, it continues to clash with its largest landlord, Simon Property Group, over the latter's attempt to terminate two store leases to relet them at higher rates. This dispute highlights the complex relationship between the two companies, who are also partners in a joint venture.
Simon Property Group Announces David Simon's Resignation from Klépierre Supervisory Board
Simon Property Group (NYSE: SPG) announced that David Simon has resigned from the Klépierre S.A. Supervisory Board, effective February 19, 2026. Simon Property Group is a real estate investment trust specializing in shopping, dining, entertainment, and mixed-use destinations across North America, Europe, and Asia.
Simon Property Group Announces David Simon's Resignation from Klépierre Supervisory Board
Simon Property Group announced that David Simon has resigned from the Klépierre S.A. Supervisory Board, effective February 19, 2026. Simon Property Group is a real estate investment trust that owns and operates premier shopping, dining, entertainment, and mixed-use destinations globally. The company is an S&P 100 enterprise, trading on the NYSE under the symbol SPG.
MACERICH CO SEC 10-K Report
Macerich Co. (MAC) released its 2025 10-K report, highlighting an 8.7% increase in Funds From Operations (FFO) to $396.9 million and the implementation of its "Path Forward Plan" to deleverage its capital structure. The REIT reported a net loss of $197.1 million due to interest and depreciation expenses but maintained a strong 94.0% leased occupancy rate across its 39 million square foot retail portfolio.
Active REIT ETF Surges 10% as Sector Stages Comeback
The ALPS Active REIT ETF (REIT) has seen a significant 10.4% surge year-to-date through mid-February 2026, marking a strong comeback for the real estate investment trust sector. This recovery is attributed to a reset in property values, a decline in new construction, and institutional investors rotating towards income-producing real assets. The actively managed REIT fund is strategically positioned to benefit from these trends, focusing on high-demand areas like data centers and healthcare while largely avoiding distressed office properties.
Scotiabank Remains a Hold on Macerich (MAC)
Scotiabank analyst Greg McGinniss maintained a Hold rating on Macerich (MAC) with a price target of $19.00. This is consistent with Piper Sandler, who also maintained a Hold rating, attributing the same price target. Macerich reported a quarterly revenue of $253.26 million and a GAAP net loss of $87.36 million for the quarter ending September 30.
Pittsburgh Mills owner acquires Macy’s store marked for closure
The owner of Pittsburgh Mills mall, Namdar Realty Group, has acquired the Macy’s store property within the mall for $2 million. This acquisition follows Macy's announcement to close 150 stores, including this location, and comes as Namdar Realty Group is quietly seeking a buyer for the entire mall property which faces significant fines for code violations. Macy's closure will make shoppers drive to other locations or use online options.
Assessing Macerich (MAC) Valuation After Latest Earnings Reveal Shifts In Sales And Net Losses
Macerich (MAC) recently released its Q4 and full-year 2025 earnings, showing positive stock momentum with an 18.21% 90-day return despite a negative one-year return. The company is considered 4.9% undervalued with a fair value of $20.13, focusing on experiential retail and strategic acquisitions to drive future growth. However, its high leverage and exposure to challenged brick-and-mortar markets present risks.
Can Realty Income's Resilient Portfolio Fuel Revenue Growth in Q4?
Realty Income (O) is expected to show stable operational performance and revenue growth in Q4 2025 due to its diversified property portfolio, long-term net lease agreements, and focus on essential goods industries. The Zacks Consensus Estimate for Q4 revenues is $1.46 billion, a 9.08% increase year over year, with rental revenues projected at $1.30 billion. The company's expansion efforts and strong performance compared to competitors like Simon Property Group and Kimco Realty also indicate a positive outlook.
Can Realty Income's Resilient Portfolio Fuel Revenue Growth in Q4?
Realty Income (O) is expected to show stable operational performance and revenue growth in Q4 2025, driven by its diversified property portfolio and long-term net lease agreements. The company's focus on essential goods industries and active expansion efforts are key factors supporting its projected 9.08% revenue increase. Despite outperforming its industry year-to-date, Realty Income currently holds a Zacks Rank #3 (Hold).
Ontario Teachers Pension Plan Board Makes New Investment in Simon Property Group, Inc. $SPG
The Ontario Teachers Pension Plan Board has acquired a new stake of 19,171 shares in Simon Property Group, Inc., valued at approximately $3.598 million. This investment comes amidst other institutional investors modifying their holdings and recent insider buying activity. Simon Property Group also announced a share repurchase plan of $2.0 billion and a quarterly dividend of $2.20 per share.
IYR, PLD, EQIX, SPG: Large Inflows Detected at ETF
The iShares U.S. Real Estate ETF (IYR) has seen significant inflows, with an approximate $325.0 million increase in outstanding units week over week. This 9.0% rise in units suggests strong investor interest. While IYR experienced these inflows, its largest underlying components, Prologis Inc (PLD), Equinix Inc (EQIX), and Simon Property Group, Inc. (SPG), saw slight dips in trading.
IRS para NYSE:IRS de brocha
This article analyzes IRSA Inversiones Y Representaciones S.A. (IRS) through technical and fundamental lenses, focusing on its real estate assets in Argentina and the impact of global economic factors. It identifies a crucial decision-making point for the stock, positioned as a potential "Last Point of Support" (LPS) within a Wyckoff structure. The author recommends a buying condition to confirm an upward re-entry, emphasizing the convergence of technical indicators and fundamental tailwinds for the real estate sector.
The State Street SPDR Dow Jones REIT ETF Could Soar If These 2 Things Go Right
The State Street SPDR Dow Jones REIT ETF (RWR), which tracks 100 REITs, could see significant growth if long-term interest rates fall, particularly the 10-year Treasury yield. This decline is likely dependent on inflation continuing to drop and reaching the Federal Reserve's 2% target. Analysts suggest that falling rates would reduce REIT borrowing costs and boost commercial property values.
What Price Target Have Wall Street Analysts Set for Alexandria Real Estate Equities Shares?
Alexandria Real Estate Equities, Inc. (ARE), a prominent REIT specializing in life sciences, has experienced a 43.1% stock price drop over the past year but rebounded 11.4% year-to-date. Following strong Q4 2025 results, 17 analysts currently have a "Hold" consensus recommendation for ARE, with an average price target of $59.86, suggesting a 9.7% upside from current levels. Morgan Stanley recently set a $54 price target with an "Equal Weight" rating.
Condor Capital Management Has $3.47 Million Holdings in Simon Property Group, Inc. $SPG
Condor Capital Management reduced its stake in Simon Property Group (SPG) by 32.9% in Q3, now holding 18,501 shares valued at $3.47 million. Simon Property Group exceeded Q3 earnings and revenue estimates, set strong FY2026 guidance, and announced a quarterly dividend of $2.20 per share alongside a $2.0 billion share buyback program. Institutional investors and hedge funds own 93.01% of the stock, and analysts currently have a "Hold" rating on the company.
NEOS Investment Management LLC Grows Stock Position in Simon Property Group, Inc. $SPG
NEOS Investment Management LLC significantly increased its stake in Simon Property Group (SPG) by 79.8% to 71,823 shares, valued at approximately $13.48 million, during the third quarter. Other institutional investors also boosted their positions, resulting in institutional ownership of about 93.01%. Simon Property Group exceeded quarterly earnings and revenue expectations and announced a quarterly dividend of $2.20 per share along with a $2.0 billion share buyback program.
Skandinaviska Enskilda Banken AB publ Sells 76,266 Shares of Simon Property Group, Inc. $SPG
Skandinaviska Enskilda Banken AB publ reduced its stake in Simon Property Group, Inc. by 33.6%, selling 76,266 shares and retaining 150,691 shares valued at $28.28 million. Simon Property Group reported strong quarterly results, beating EPS and revenue expectations, and authorized a $2.0 billion share buyback program while declaring a quarterly dividend of $2.20 per share. Institutional ownership of Simon Property Group remains high at 93.01%, with various analysts maintaining a consensus "Hold" rating and a target price of $197.93 for the stock.
M&G PLC Has $2.23 Million Stock Holdings in Simon Property Group, Inc. $SPG
M&G PLC significantly increased its stake in Simon Property Group (NYSE:SPG) by 857.1% to 11,858 shares, valued at $2.23 million as of the third quarter. Simon Property Group also announced a $2.00 billion share buyback program and a quarterly dividend of $2.20 per share. Institutional investors hold a substantial 93.01% of the company's stock, with notable recent moves by Norges Bank and Vanguard Group Inc.
Income Opportunity Realty Investors (NYSEAMERICAN:IOR) Stock Price Passes Below 200-Day Moving Average - Time to Sell?
Income Opportunity Realty Investors (NYSEAMERICAN:IOR) saw its stock price fall below its 200-day moving average on Tuesday, trading as low as $18.00 before closing at $18.8840. The company, a real estate investment trust focusing on income-producing retail properties, has a market capitalization of $76.86 million and a P/E ratio of 18.88. Analysts currently have a "Hold" rating on IOR, suggesting other stocks might be better buy opportunities.
Bank of America Securities Remains a Buy on Simon Property (SPG)
Bank of America Securities reaffirmed its "Buy" rating on Simon Property (SPG) with a $219.00 price target, following positive insider sentiment and strong Q4 earnings. The company reported a significant increase in Q4 revenue to $1.79 billion and a net profit of $3.05 billion. While other analysts like Piper Sandler also issued a "Buy," UBS maintained a "Hold" rating.
Simon Property Group stock hits 52-week high at $201.40
Simon Property Group (SPG) has reached a new 52-week high of $201.40, reflecting strong investor confidence and an 11.76% total return over the past year. The company recently reported Q4 2025 earnings that significantly beat expectations, with EPS of $9.35 against a forecast of $1.84 and revenue of $1.79 billion versus an anticipated $1.49 billion. Stifel subsequently raised its price target for SPG to $185, maintaining a Hold rating.
Federal Realty: The ‘Boring’ Stock Gen Z Investors Are Suddenly Watching
Federal Realty (FRT) is gaining attention from investors, including Gen Z, seeking stable income and real asset exposure in fluctuating markets. This retail REIT focuses on high-income, high-density US markets with properties like grocery-anchored shopping centers, offering reliable dividends and resilient retail demand. While not a high-growth stock, its focus on quality locations and consistent shareholder returns makes it attractive for dividend income, real estate exposure, and long-term holds.
Kimco Realty Corp stock hits 52-week high at $22.99
Kimco Realty Corp (KIM) stock has reached a 52-week high of $22.99, demonstrating a 9.26% total return over the past year and a 12.04% year-to-date gain. The real estate investment trust boasts a strong Piotroski score of 8 and a 4.58% dividend yield, maintaining dividend payments for 35 consecutive years. This milestone follows a strong Q4 2025 performance, exceeding EPS and revenue expectations, and a price target increase from Stifel to $25.75 with a Buy rating.
Heartland Advisors Inc. Sells 9,902 Shares of Essex Property Trust, Inc. $ESS
Heartland Advisors Inc. has reduced its stake in Essex Property Trust, Inc. (NYSE:ESS) by selling 9,902 shares, bringing their total holdings to 37,221 shares valued at approximately $9.96 million. This trimming of 21.0% occurred in the third quarter. Essex Property Trust recently reported Q4 earnings of $3.98 EPS, slightly missing estimates but beating revenue expectations, and offers a dividend yield of 4.1% with a "Hold" consensus rating from analysts.
PNC Financial Services Group Inc. Buys 18,652 Shares of Simon Property Group, Inc. $SPG
PNC Financial Services Group Inc. increased its stake in Simon Property Group (SPG) by 5.1%, purchasing 18,652 shares to bring its total holding to 383,719 shares, valued at approximately $72.0 million. This move comes as Simon Property Group announced a $2.0 billion share buyback program and a quarterly dividend of $2.20 per share. The company also reported strong Q4 earnings, surpassing analyst expectations for EPS and revenue, and provided optimistic FY2026 guidance.
LSV Asset Management Invests $2.59 Million in Simon Property Group, Inc. $SPG
LSV Asset Management has recently invested $2.59 million in Simon Property Group (NYSE:SPG) by acquiring 13,820 shares in the third quarter. Simon Property Group reported strong quarterly results, beating EPS and revenue estimates, and announced a quarterly dividend of $2.20 per share along with a $2.00 billion share buyback program. The company maintains a "Hold" rating from analysts with an average price target of $197.93, and institutional investors own a significant 93.01% stake.
Dividend Growth And 2026 Guidance Might Change The Case For Investing In NNN REIT (NNN)
NNN REIT recently reported Q4 and full-year 2025 results, showing increased revenue but slightly lower net income compared to 2024. The company announced its 36th consecutive year of dividend growth and issued 2026 guidance for net earnings per share and AFFO. These updates, along with the company's focus on long, triple net leases and a diversified portfolio, are significant for evaluating its investment potential.
Simon Property Group Q4 2025 Earnings Beat Estimates | 2026 Outlook - News and Statistics
Simon Property Group (SPG) reported Q4 2025 earnings that surpassed analyst expectations, with revenue of $1.8 billion and adjusted FFO per share of $3.49. The company projects full-year 2026 FFO between $13 and $13.25 per share. Despite underperforming the S&P 500 over the past year, the stock has accrued a 6.3% rise year-to-date in 2026, and analysts maintain a consensus "Moderate Buy" rating with an average price target of $202.
Simon Property Shares: Does Wall Street Have an Optimistic or Pessimistic Outlook?
Simon Property Group (SPG) is a prominent U.S. REIT specializing in retail and mixed-use properties. Despite trailing the broader market, SPG has shown strong performance in 2026 and consistently beaten earnings expectations. Analysts hold a "Moderate Buy" consensus, with a recent increase in "Strong Buy" ratings, suggesting a cautiously optimistic outlook from Wall Street.
Vanguard Group Inc. Acquires 611,801 Shares of American Tower Corporation $AMT
Vanguard Group Inc. increased its stake in American Tower Corporation by 1.0% in the third quarter, acquiring an additional 611,801 shares, bringing its total ownership to 63,640,168 shares valued at $12.24 billion. This move makes Vanguard Group Inc. a significant institutional holder with about 13.59% of the company's stock. Other institutional investors also adjusted their positions, while a major shareholder, Tower Corp, significantly reduced its holdings by selling over 2.2 million shares.
Simon Property to buy back up to $2.0B of common stock
Simon Property Group announced its board of directors authorized a new stock repurchase program allowing the company to buy back up to $2.0 billion of its common stock. This program replaces the previous $2.0 billion authorization from February 2024, of which approximately $1.1 billion remained available. The repurchases will be made in the open market or through privately negotiated transactions, depending on market conditions.
Did Copley Place Luxury Overhaul Just Shift Simon Property Group's (SPG) Redevelopment-Led Investment Narrative?
Simon Property Group's recent announcement of a luxury redevelopment at Boston's Copley Place, featuring high-end international retailers, indicates a strategic shift towards experience-led destinations. This move, coupled with a significant share repurchase program, raises questions for investors about the company's ability to fund extensive projects, manage debt, and sustain its dividend while buying back stock. The article suggests this luxury overhaul could reshape the investment narrative around Simon Property Group's redevelopment-led growth.
Regency’s Q4 Beat, 2026 Outlook and Board Shift Could Be A Game Changer For Regency Centers (REG)
Regency Centers, which operates grocery-anchored shopping centers, reported strong Q4 2025 results with increased sales, revenue, and net income, along with confirming its 2026 earnings guidance and maintaining a quarterly common dividend of US$0.755 per share. The company also announced a planned board transition with director C. Ronald Blankenship's retirement. These developments, particularly the solid earnings and stable dividends, support Regency's investment narrative, though investors should be mindful of potential risks such as tenant bankruptcies.
Aberdeen Group plc Boosts Stake in Simon Property Group, Inc. $SPG
Aberdeen Group plc increased its ownership in Simon Property Group (SPG) by 4.3% in Q3, bringing its total to 679,536 shares, representing approximately 0.21% of the company. Institutional investors now hold about 93.0% of SPG's stock. Simon Property Group also announced a $2.00 billion share buyback program and declared a quarterly dividend of $2.20 per share, while analysts maintain a "Hold" rating with an average price target of $197.93.
ING Groep NV Sells 29,166 Shares of Simon Property Group, Inc. $SPG
ING Groep NV reduced its stake in Simon Property Group (NYSE:SPG) by 72.2% in the third quarter, selling 29,166 shares and ending with 11,208 shares valued at $2,103,000. Other institutional investors also adjusted their positions, and Wall Street analysts have issued various ratings and price targets for SPG. The company recently reported strong earnings, beating estimates, and declared a quarterly dividend of $2.20 per share, alongside announcing a $2.00 billion share buyback plan.
SPG Stock Price, Forecast & Analysis | SIMON PROPERTY GROUP INC (NYSE:SPG)
This article provides a comprehensive analysis of Simon Property Group Inc (SPG) stock, covering its recent price performance, technical and fundamental ratings from ChartMill, key financial statistics, and analyst forecasts. The stock currently trades at $196.83, with analysts projecting an average price target of $203.71, indicating a potential increase of 3.49%. The company, a self-managed real estate investment trust focused on shopping, dining, and entertainment destinations, also offers a yearly dividend of $8.12, yielding 4.6%.
Simon Property Group (SPG) Valuation Check As Copley Place Luxury Redevelopment Plans Advance
Simon Property Group (SPG) is gaining attention due to its redevelopment plans for the former Neiman Marcus space at Copley Place in Boston, introducing new luxury retailers and dining concepts. Despite recent short-term share price declines, long-term holders have seen significant returns. The article suggests SPG is 4.3% undervalued, with a fair value of $200.05, based on its strategy of acquiring premier retail centers below replacement cost to drive future growth.
Simon Property Q3 FFO Beats Estimates on Higher Revenues & Occupancy
The article "Simon Property Q3 FFO Beats Estimates on Higher Revenues & Occupancy" reports that Simon Property's funds from operations (FFO) for the third quarter exceeded analyst estimates. This strong performance was driven by an increase in revenues and higher occupancy rates across its properties. The positive results indicate a healthy financial standing for the real estate investment trust.
Public Sector Pension Investment Board Purchases 107,220 Shares of Simon Property Group, Inc. $SPG
Public Sector Pension Investment Board significantly increased its stake in Simon Property Group, Inc. (NYSE:SPG) by 169.8%, acquiring an additional 107,220 shares. This purchase brings their total holdings to 170,360 shares, valued at $31,971,000. Other institutional investors also adjusted their positions in SPG, which recently declared a quarterly dividend of $2.20 per share and announced a $2.00 billion stock buyback plan.
Metis Global Partners LLC Purchases 21,324 Shares of Simon Property Group, Inc. $SPG
Metis Global Partners LLC has significantly increased its stake in Simon Property Group (NYSE:SPG) by 32.6%, purchasing an additional 21,324 shares, bringing its total holdings to 86,645 shares valued at $16.261 million. This increase comes as Simon Property Group announced a quarterly dividend of $2.20 per share, initiated a $2.0 billion share repurchase plan, and reported strong quarterly earnings exceeding analyst expectations. Several other institutional investors have also adjusted their positions in SPG, with institutional investors owning 93.01% of the stock.
Caprock Group LLC Buys Shares of 14,871 Simon Property Group, Inc. $SPG
Caprock Group LLC recently acquired a new position of 14,871 shares in Simon Property Group, Inc. (NYSE:SPG) valued at approximately $2.69 million. Other institutional investors like Norges Bank and JPMorgan Chase & Co. have also made significant changes to their holdings in the real estate investment trust. Analysts have maintained a "Hold" rating on SPG with a consensus price target of $197.93, following a dividend announcement and a share repurchase plan by the company.
Simon Property Group, Inc. (NYSE:SPG) Given Average Recommendation of "Hold" by Brokerages
Fifteen brokerages have issued a consensus "Hold" rating for Simon Property Group (NYSE:SPG), with an average 12-month price target of $197.93. The company recently surpassed quarterly earnings and revenue expectations, providing strong FY-2026 guidance. Furthermore, Simon Property Group enhanced shareholder returns by declaring a $2.20 quarterly dividend and announcing a $2.00 billion share buyback program.
CBRE, real estate stocks suffer on AI risk to office demand
Commercial real estate stocks, including CBRE, Jones Lang LaSalle Inc., Cushman & Wakefield Ltd., and Newmark Group Inc., experienced a significant decline due to investor concerns that increased use of artificial intelligence tools will reduce demand for office space. This widespread selloff, termed the "AI scare trade" by analysts, reflects fears of AI disruption impacting business models and leading to mass office-using job losses. However, some analysts caution that the selloff might be an overreaction, overestimating the immediate risks.
Goldman Sachs downgrades LatAm Airlines stock rating to Neutral on limited upside
Goldman Sachs has downgraded LatAm Airlines Group (NYSE:LTM) to Neutral from Buy, reducing its price target to $64.10 from $66.20. This adjustment comes after the stock's significant performance since October 2024, with Goldman Sachs citing limited upside potential. Despite the downgrade, InvestingPro's Fair Value suggests the stock may still be slightly undervalued, and the airline maintains a strong financial health score.
Two new restaurants opening in former Neiman Marcus space at Copley Place in Boston
Two new restaurants, Casa Tua Cucina and Estiatorio Milos, are set to open in the former Neiman Marcus space at Copley Place in Boston's Back Bay. Casa Tua Cucina is an upscale Italian marketplace, while Estiatorio Milos specializes in Greek seafood. Construction is expected to begin later this year, with phased openings anticipated in 2028, alongside new luxury boutiques.
Simon Property Group: Dick’s House of Sports location to open at Battlefield Mall in 2027
Simon Property Group announced that a new Dick's House of Sports will open at Battlefield Mall in 2027. This location marks the 12th Dick's store at a Simon U.S. property. The article, however, is primarily accessible to subscribers only.
Simon Property Group: Dick’s House of Sports location to open at Battlefield Mall in 2027
Simon Property Group has announced that a new Dick's House of Sports location will open at the Battlefield Mall in 2027. This will be the 12th Dick's Sporting Goods location to open at one of Simon's U.S. properties. The full details of this announcement are available to subscribers of the Springfield Business Journal.
Kimco's Q4 FFO Meets Estimates, Revenues Beat, Occupancy Improves
Kimco Realty Corp. reported fourth-quarter 2025 FFO per share that met the Zacks Consensus Estimate, while revenues surpassed expectations. The company also saw improved occupancy rates and provided its 2026 FFO per share guidance. These results, driven by higher same-property net operating income, led to a positive sentiment in early trading.
PTC FlexPLM to Strengthen SPG Company's Licensed Product Operations
PTC announced that SPG Company, a global leader in licensed product design and manufacturing, has selected PTC's FlexPLM retail product lifecycle management solution. This move will modernize SPG's end-to-end product lifecycle operations by replacing its legacy system with a scalable, cloud-based platform. The goal is to address performance and data consistency issues, enabling faster development cycles and enhancing collaboration.
