Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Stock news · updated daily
Crossmark Global Holdings Inc. decreased its holdings in Simon Property Group, Inc. (NYSE: SPG) by 20.7% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 23,242 shares of the real estate investment trust's stock after selling 6,057 shares during the quarter.
With the 10-year U.S. Treasury yield recently reaching 5.3%, income-oriented investors have a compelling alternative to dividend-paying stocks, particularly as rising interest rates pressure real estate investment trusts (REITs).
Six popular dividend stocks sitting in a taxable account quietly hand a portion of every payout to the IRS, and the gap between what you earn and what you keep widens sharply depending on which bracket you occupy and which account holds the shares.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Aug 10, 2026 | 1.64 | 1.49 | Miss -9.1% | $1.66B |
| May 11, 2026 | 1.46 | 1.48 | Beat 1.4% | $1.76B |
| Feb 2, 2026 | 1.90 | 9.35 | Beat 392.1% | $1.79B |
| Nov 3, 2025 | 1.97 | 1.86 | Miss -5.6% | $1.60B |
| Aug 4, 2025 | 1.60 | 1.70 | Beat 6.2% | $1.50B |
| May 12, 2025 | 1.36 | 1.27 | Miss -6.6% | $1.47B |
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Sep 30, 26 | Roe Peggy | director | P-Purchase | 88 @ $202.78 | $17.84K |
| Sep 30, 26 | Stewart Marta R | director | P-Purchase | 199 @ $202.78 | $40.35K |
| Sep 30, 26 | Smith Daniel C. | director | P-Purchase | 350 @ $202.78 | $70.97K |
| Sep 30, 26 | Selig Stefan M | director | P-Purchase | 208 @ $202.78 | $42.18K |
| Sep 30, 26 | Rodkin Gary M | director | P-Purchase | 232 @ $202.78 | $47.04K |
| Sep 30, 26 | Lewis Randall J | director | P-Purchase | 65 @ $202.78 | $13.18K |
| Sep 30, 26 | Leibowitz Reuben S | director | P-Purchase | 480 @ $202.78 | $97.33K |
| Sep 30, 26 | Jones Nina P | director | P-Purchase | 46 @ $202.78 | $9.33K |
FY2025 · 10-K disclosure
FY2021 · 10-K disclosure
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| 4 | Oct 1, 2026 | 2026-10-01 15:34:53 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:31:26 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:28:30 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:27:05 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:22:48 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:21:07 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:17:24 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:15:06 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:12:56 | View |
| 4 | Oct 1, 2026 | 2026-10-01 15:11:19 | View |
Proxy statement (DEF 14A) disclosures
TTM vs. 5-year historical average (annual ratios)
| Metric | SPG | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | 15.0x | 19.7x · sector 35.5x | Discount |
| Forward P/E (FY26E) | 31.8x | EPS est. 6.65 | Elevated |
| Price / Book | 15.5x | 14.8x | In line |
| Price / Sales | 9.9x | 8.9x | In line |
| EV / EBITDA | 12.3x | 14.3x | In line |
| Return on equity | 109.4% | — | Top tier |
| Gross margin | 84.6% | 82.4% | In line |
| Debt / Equity | 6.64 | 7.72 | Levered |
| Piotroski / Altman Z | 5/9 | Z 1.71 | Distress |
Discounted cash flow model
Current price $211.63
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 12, 26 |
| Piper Sandler |
| maintain |
| Overweight |
| Overweight |
| Oct 9, 26 | UBS | maintain | Neutral | Neutral |
| Sep 28, 26 | Barclays | maintain | Equal Weight | Equal Weight |
| Sep 21, 26 | Evercore ISI Group | maintain | In Line | In Line |
| Sep 17, 26 | Scotiabank | maintain | Sector Perform | Sector Perform |
| Sep 14, 26 | Evercore ISI Group | maintain | In Line | In Line |
| Aug 27, 26 | Mizuho | maintain | Neutral | Neutral |
| Aug 20, 26 | Scotiabank | maintain | Sector Perform | Sector Perform |
| Aug 17, 26 | Barclays | maintain | Equal Weight | Equal Weight |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-23
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 61.74 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 87.60 | Oscillator | Sell |
| Williams %R (14) | -11.17 | Oscillator | Sell |
| MACD (12, 26, 9) | 0.42 (Hist 1.68) | Oscillator | Strong Buy |
| Average Directional Index (14) | 32.07 (+DI 30.7 / -DI 15.6) | Trend | Strong Buy |
| EMA 20 | 204.96 | MA | Strong Buy |
| SMA 20 | 202.97 | MA | Strong Buy |
| EMA 50 | 207.62 | MA | Buy |
| SMA 50 | 207.93 | MA | Buy |
| SMA 200 | 205.18 | MA | Strong Buy |