SPG's Q4 FFO tops estimates as revenues jumped, lease income climbed and base rents rose across U.S. malls and premium outlets.
Although the revenue and EPS for Simon Property (SPG) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Simon Property (SPG) came out with quarterly funds from operations (FFO) of $3.49 per share, beating the Zacks Consensus Estimate of $3.47 per share. This compares to FFO of $3.68 per share a year ago.
SPG's Q4 earnings may show revenue growth but weaker FFO, as strong leasing and occupancy face cautious analyst expectations.
Get a deeper insight into the potential performance of Simon Property (SPG) for the quarter ended December 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
SPG's premium global retail assets, omnichannel strategy and strong balance sheet position it for growth as leasing conditions improve.
Simon Property (SPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SPG stands out as retail real estate rebounds, backed by premium assets, strong leasing momentum, strategic deals and rising dividends.
Simon Property (SPG) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
SPG expands in Charlotte with its acquisition of Phillips Place, aiming to elevate the open-air retail center through new offerings and continued investment.
Simon Property rolls out Simon+, a loyalty program that offers cash back and curated rewards for purchases across in-store and online.
Simon Property Group offers strong asset coverage and profitability, with a market-adjusted asset yield of 4.18% and a BBB+ credit rating. SPG.PR.J preferred stock currently yields 7.82%, but is not recommended for purchase unless the price falls to $53, boosting yield to call above 5.5%. SPG's OTC bonds yield between 3.5% and 5.5% and are rated A3 by Moody's, but the preferred stock offers a higher yield for a slight credit downgrade.