Simon Property Group, IncNYSE: SPG

No material news in the last 48 hours. The Euro-denominated notes offering (June 8) and dividend ex-date (June 9) both predate the 2026-06-12 cutoff.

No material news in the last 48 hours. The most recent catalysts (May 11 Q1 earnings beat with raised FY FFO guidance, May 12 dividend hike to $2.25, and a new $2B share buyback authorization) fall outside the 48-hour window.

Simon Property Group reported Q1 2026 earnings on May 11, posting $3.17 EPS versus $1.51 consensus and 7.5% YoY FFO growth to $1.2B. The company raised its full-year real-estate FFO guidance to $13.10-$13.25 per share (midpoint +5% YoY) and lifted the quarterly dividend; the next $2.25 dividend has an ex-date of June 9, 2026. Leasing remained robust, with more than 1,100 leases signed in the quarter, mall and premium outlet occupancy at 96%, retailer sales of $819 per square foot (+11.8%), and comparable sales up 6.5%. The redevelopment pipeline includes $1.06B of projects under construction with up to another $1B potentially starting this year. Eli Simon recently assumed the CEO role after the passing of his father David Simon, creating a leadership transition that analysts are watching for execution risk.

Simon Property Group, Inc. (SPG) Q1 2026 Earnings Call Transcriptseekingalpha.comSimon Property Group's Redevelopment Pipeline Looks Promising but Leadership Transition Creates Execution Questionsbarchart.comSimon Property Group Q1 Earnings Call Highlightsfinance.yahoo.com

No material news in the last 48 hours.

Simon Property Group reported Q1 2026 real estate FFO of $1.2 billion, or $3.17 per share, up 7.5% year-over-year, with revenue of $1.76 billion beating $1.53 billion consensus. The company raised full-year 2026 real estate FFO guidance to $13.10-$13.25 per share (vs $12.73 in 2025) and increased the quarterly dividend by 7.1% to $2.25. Mall and premium outlet occupancy reached 96%, and management noted more than 1,100 leases signed in the quarter with deal pipeline significantly larger than last year. Eli Simon's first earnings call as CEO came after his father David Simon's death in March from pancreatic cancer at age 64. Citi raised the price target to $205 from $189. Shareholders approved all 2026 items at the annual meeting.

Simon Property Group Reports $1.7B in Q1 Revenue as Earnings Surpass Estimatescommercialobserver.comSimon Property Group Inc (SPG) Q1 2026 Earnings Call Highlightsgurufocus.comSimon Property Group stock: Dividend hiked 2.3% to $2.25ad-hoc-news.de

Simon Property Group's shares have surged back near 52-week highs as Q1 2026 results exceeded expectations with adjusted EPS of $3.17 (vs $2.98 expected) and revenue of $1.75B, a 19% YoY increase. The board lifted the quarterly dividend 7.1% to $2.25/share. Full-year 2026 real estate FFO guidance was raised to $13.10-$13.25/share, up roughly 5% at the midpoint. Mall and premium outlet occupancy reached 96% with more than 1,100 leases signed totaling 4.7M sq ft. Zacks Rank #2 (Buy); dividend yield around 4.36%. Key risk: rate-sensitivity for REITs and consumer spending headwinds.

Can Simon Property Group (SPG) Keep Climbing After Strong Q1 Results?finance.yahoo.comShould Simon Property Group's Q1 Beat, Higher Dividend and 2026 EPS Outlook Require Action From SPG Investors?simplywall.stSimon Property Group: The Place To Be When The Going Gets Toughseekingalpha.com

On May 11, Simon Property Group reported Q1 2026 EPS of $3.17, beating the $1.51 estimate by $1.66, on revenue of $1.76 billion, nearly 20% above the prior year. The company raised full-year 2026 real estate FFO guidance to $13.10-$13.25 per share, a 5% increase at the midpoint, and boosted the dividend by 7.1% to $2.25 per share. Mall occupancy ticked up to 96% with over 1,100 leases signed totaling 4.7 million sq ft. New CEO Eli Simon, in his first earnings call after father David Simon's death in March, announced a $2 billion development pipeline. The risk is tenant instability and elevated redevelopment spending, but retailers are reportedly racing to renew leases up to three years early.

Simon Property Group Reports $1.7B in Q1 Revenuecommercialobserver.comEli Simon Touts $2B Development Pipelinebisnow.comSimon Property Q1 2026 slides: FFO jumps 7.5%ca.investing.com

SPG continues its post-earnings rally with Piper Sandler reiterating an Overweight rating and $230 PT on strong NOI trends. Stifel raised its target to $194 from $185 (Hold). Q1 2026 results topped expectations with FFO of $3.17/share, revenue of $1.76B, and the company raised full-year FFO guidance to $13.10-$13.25 (~5% increase at midpoint). Operational metrics were strong: 1,100+ leases signed across 4.7M+ sq ft, retailer sales +11.8% per sq ft, and 29 active development projects with 9% blended yield. Dividend hiked to $2.25/share - the third increase in five quarters. Stock up 8.03% over 30 days with 1-year total return of 33.61%.

Stifel raises Simon Property Group price targetinvesting.comPiper Sandler reiterates Simon Property ratinginvesting.comSimon Property Group Q1 2026 Earnings Call Highlightsgurufocus.com

Simon Property reported Q1 2026 results on May 11 that crushed estimates: revenue of $1.757B (vs $1.527B expected, ~15% beat) and non-GAAP EPS of $3.17 (vs $1.51 consensus). Net income attributable to common stockholders rose to $479.6M ($1.48/diluted share) from $413.7M a year earlier. Management raised full-year real estate FFO guidance to $13.10-$13.25 per share (up ~5% at midpoint vs 2025's $12.73). Q1 leasing volume hit 4.7M sq ft signed (25% new deals), sales per square foot rose 11.8%, comparable sales grew 6.5%, mall/outlet occupancy reached 96% and NOI grew 6.7% YoY. The Mills occupancy reached 99.2%. The Board declared a Q2 dividend of $2.25 (+7.1% YoY, +$0.15). Retailers are increasingly seeking to renew leases up to three years before current expiration.

Simon Reports First Quarter 2026 Results, Increases Full Year FFO Guidance and Raises Quarterly Dividendprnewswire.comSimon Property Group Q1 2026 Earnings Crush Estimates, Raises Guidance and Dividendchartmill.comSimon Property Group Sees Retailers Racing to Renew Leasespymnts.com

Simon Property Group is set to release Q1 2026 results today, May 11, 2026, with analysts expecting EPS of $1.49 and revenue of $1.5427 billion (+6.4% YoY). FFO is projected at $2.98 per share, up slightly from $2.95 a year ago. Shares have rallied 8% over the past month and 34.3% over the past year on strong leasing activity, high occupancy, and momentum heading into the print. Among 21 covering analysts, the consensus is Moderate Buy with 9 Strong Buy and 12 Hold ratings. The earnings event coincides with an ongoing leadership transition. The risk is execution through the leadership change and any softness in mall traffic or guidance.

Simon Property (SPG) Set to Report Q1 Earnings Amid Leadership Transitiongurufocus.comSimon Q1 2026 earnings release, call set for May 11stocktitan.netSimon Property Group's Q1 2026 Earnings: What to Expectbarchart.com

Simon Property Group is set to release Q1 2026 earnings on May 11, 2026 after market close with earnings call at 5:00 PM ET. Analysts expect EPS of $1.49 and revenue of $1.5427B. The company has demonstrated strong leasing activity and high occupancy rates, driving a 34.3% stock rally over the past year. Eli Simon was appointed CEO and President effective March 23, 2026. Board authorized $2B share repurchase plan on February 5. 2026 Annual Meeting scheduled for May 13 as fully virtual meeting. Company is positioned for strong Q1 results based on recent analyst revisions.

Simon Property Group (SPG) Projected to Post Quarterly Earnings on Monday - Stock Observerthestockobserver.comA Look At Simon Property Group (SPG) Valuation As Analysts Lift Earnings And Occupancy Expectations - Simply Wall St Newssimplywall.stSimon Property Group (SPG) posts strong 2025 FFO and outlines 2026 governance, leadership changesstocktitan.net

Simon Property Group stock has gained 34.3% over the past year on strong leasing activity and high occupancy rates, with 10% YTD return and 5.27% dividend yield. David Simon, company founder, passed away March 5, 2026. Company announced $5B revolving credit facility (Feb 26) and $3.5B facility amendment. Martin J. Cicco appointed to board. Major redevelopment projects underway in Nashville, Denver, Tampa. Q1 2026 earnings due May 11. Analyst consensus: 13 analysts average Hold rating with $195.46 PT (-2.56% downside). Some analysts have downgraded on technical weakness, higher leverage, and leadership uncertainty. Risk: leadership transition, rising interest rates, tenant bankruptcies.

Simon Property Group Q1 Earnings Previewinvestors.simon.comSPG Analyst Consensusfinance.yahoo.comSimon Credit Facilitiesbusinesswire.com

Simon Property Group remains resilient in retail real estate with 10% YTD gain and 5.27% dividend yield. The company is set to report Q1 2026 earnings on May 11 with strong leasing activity and high occupancy rates driving 34.3% stock rally over the past year. Analyst consensus price target is $208.55.

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