Simon Property Group
What changed in the Aug 10, 2026 release
Each item compared with the same item in the previous release (May 11, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | for FY2027 | — | “$193,136” | Filing ↗ |
| New | Development Activity Summary — The Mills Redevelopments: Forecasted Investment | for FY2027 | — | “$7,058” | Filing ↗ |
| New | Development Activity Summary — Total Investment: Forecasted Investment | for FY2027 | — | “$200,194” | Filing ↗ |
| Lowered | Estimated net income attributable to common stockholders per diluted share | No period stated | “$6.61” | “$6.47” | Filing ↗ |
| New | Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | for Q3 FY2026 | — | “$234,919” | Filing ↗ |
| New | Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | for FY2026 | — | “$419,786” | Filing ↗ |
| New | Development Activity Summary — Malls and Premium Outlets Redevelopments: Total Forecasted Investment | for FY2026 | — | “$612,922” | Filing ↗ |
| New | Development Activity Summary — The Mills Redevelopments: Forecasted Investment | for Q3 FY2026 | — | “$2,934” | Filing ↗ |
| New | Development Activity Summary — The Mills Redevelopments: Forecasted Investment | for FY2026 | — | “$4,169” | Filing ↗ |
| New | Development Activity Summary — The Mills Redevelopments: Total Forecasted Investment | for FY2026 | — | “$11,227” | Filing ↗ |
| New | Development Activity Summary — Total Investment: Forecasted Investment | for Q3 FY2026 | — | “$237,853” | Filing ↗ |
| New | Development Activity Summary — Total Investment: Forecasted Investment | for FY2026 | — | “$423,955” | Filing ↗ |
| New | Development Activity Summary — Total Investment: Total Forecasted Investment | for FY2026 | — | “$624,149” | Filing ↗ |
| New | Estimated Real Estate FFO per diluted share (full year outlook) | for FY2026 | — | “$13.20 to $13.30” | Filing ↗ |
| New | Development Activity Summary — Malls and Premium Outlets Redevelopments: Expected Stabilized Rate of Return | for the long term | — | “9%” | Filing ↗ |
| New | Development Activity Summary — The Mills Redevelopments: Expected Stabilized Rate of Return | for the long term | — | “15%” | Filing ↗ |
| New | Estimated Real Estate FFO per share | No period stated | — | “$13.20” | Filing ↗ |
Show 16 items not restated in this release
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Estimated net income attributable to common stockholders per diluted share | for FY2026 | “$6.87 to $7.12” | — | Filing ↗ |
| Not restated | Net income | for FY2026 | “$6.87 to $7.12 per diluted share” | — | Filing ↗ |
| Not restated | Development Activity Summary - Malls Redevelopments, Forecasted Investment (our share, in thousands) | for FY2026 | “$392,111” | — | Filing ↗ |
| Not restated | Development Activity Summary - Premium Outlets Redevelopments, Forecasted Investment (our share, in thousands) | for FY2026 | “$6,191” | — | Filing ↗ |
| Not restated | Development Activity Summary - The Mills Redevelopments, Forecasted Investment (our share, in thousands) | for FY2026 | “$11,472” | — | Filing ↗ |
| Not restated | Development Activity Summary - Total Investment, Forecasted (our share, in thousands) | for FY2026 | “$409,774” | — | Filing ↗ |
| Not restated | Development Activity Summary - Total Net Cash Investment, Forecasted (our share, in thousands) | for FY2026 | “$348,112” | — | Filing ↗ |
| Not restated | Malls - Redevelopments: Expected Stabilized Rate of Return | for the long term | “8%” | — | Filing ↗ |
| Not restated | Malls - Redevelopments: Our Share of Net Investment | for the long term | “$1,004,036” | — | Filing ↗ |
| Not restated | Premium Outlets - New Developments: Expected Stabilized Rate of Return | for the long term | “8%” | — | Filing ↗ |
| Not restated | Premium Outlets - New Developments: Our Share of Net Investment | for the long term | “$184,626” | — | Filing ↗ |
| Not restated | Premium Outlets - Redevelopments: Our Share of Net Investment | for the long term | “$57,924” | — | Filing ↗ |
| Not restated | Real Estate FFO per diluted share | No period stated | “$13.00” | — | Filing ↗ |
| Not restated | The Mills - Redevelopments: Our Share of Net Investment | for the long term | “$37,867” | — | Filing ↗ |
| Not restated | Total Investment: Our Share of Net Investment | for the long term | “$1,284,453” | — | Filing ↗ |
| Not restated | Total Net Cash Investment | for the long term | “$1,078,416” | — | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Estimated net income attributable to common stockholders per diluted share | “$6.87 to $7.12” | for FY2026 | GAAP-tied | Feb 2, 2026 | 1 | Filing ↗ |
| Net income | “$6.87 to $7.12 per diluted share” | for FY2026 | GAAP-tied | Feb 2, 2026 | 1 | Filing ↗ |
| Development Activity Summary - Malls Redevelopments, Forecasted Investment (our share, in thousands) | “$392,111” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Development Activity Summary - Premium Outlets Redevelopments, Forecasted Investment (our share, in thousands) | “$6,191” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Development Activity Summary - The Mills Redevelopments, Forecasted Investment (our share, in thousands) | “$11,472” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Development Activity Summary - Total Investment, Forecasted (our share, in thousands) | “$409,774” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Development Activity Summary - Total Net Cash Investment, Forecasted (our share, in thousands) | “$348,112” | for FY2026 | Company-defined | Nov 3, 2025 | 1 | Filing ↗ |
| Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | “$234,919” | for Q3 FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | “$419,786” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Malls and Premium Outlets Redevelopments: Total Forecasted Investment | “$612,922” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — The Mills Redevelopments: Forecasted Investment | “$2,934” | for Q3 FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — The Mills Redevelopments: Forecasted Investment | “$4,169” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — The Mills Redevelopments: Total Forecasted Investment | “$11,227” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Total Investment: Forecasted Investment | “$237,853” | for Q3 FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Total Investment: Forecasted Investment | “$423,955” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Total Investment: Total Forecasted Investment | “$624,149” | for FY2026 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Estimated Real Estate FFO per diluted share | “$13.10 to $13.25” | for FY2026 | GAAP-tied | Feb 2, 2026 | 2 | Filing ↗ |
| Estimated Real Estate FFO per diluted share (full year outlook) | “$13.20 to $13.30” | for FY2026 | GAAP-tied | Aug 10, 2026 | 1 | Filing ↗ |
| Quarterly common stock dividend | “$2.25” | for Q3 FY2026 | Declared action | Aug 10, 2026 | 1 | Filing ↗ |
| Quarterly dividend on 8 3/8% Series J Cumulative Redeemable Preferred Stock (SPGPrJ) | “$1.046875 per share” | for Q3 FY2026 | Declared action | Aug 10, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Development Activity Summary — Malls and Premium Outlets Redevelopments: Forecasted Investment | “$193,136” | for FY2027 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — The Mills Redevelopments: Forecasted Investment | “$7,058” | for FY2027 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — Total Investment: Forecasted Investment | “$200,194” | for FY2027 | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Development Activity Summary — Malls and Premium Outlets Redevelopments: Expected Stabilized Rate of Return | “9%” | for the long term | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Development Activity Summary — The Mills Redevelopments: Expected Stabilized Rate of Return | “15%” | for the long term | Company-defined | Aug 10, 2026 | 1 | Filing ↗ |
| Malls - Redevelopments: Expected Stabilized Rate of Return | “8%” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Malls - Redevelopments: Our Share of Net Investment | “$1,004,036” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Premium Outlets - New Developments: Expected Stabilized Rate of Return | “8%” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Premium Outlets - New Developments: Our Share of Net Investment | “$184,626” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Premium Outlets - Redevelopments: Expected Stabilized Rate of Return | “10%” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Premium Outlets - Redevelopments: Our Share of Net Investment | “$57,924” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| The Mills - Redevelopments: Expected Stabilized Rate of Return | “15%” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| The Mills - Redevelopments: Our Share of Net Investment | “$37,867” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Total Investment: Our Share of Net Investment | “$1,284,453” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Total Net Cash Investment | “$1,078,416” | for the long term | Company-defined | Feb 4, 2025 | 1 | Filing ↗ |
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Quarterly dividend on 8 3/8% Series J Cumulative Redeemable Preferred Stock | “$1.046875 per share” | — | Declared action | Nov 1, 2024 | 6 | Filing ↗ |
How one item moved
Estimated net income attributable to common stockholders per diluted share, No period stated — every statement across the year, each linked to its filing.
How your Logistics & diversified REITs sector group guides
12 companies in Logistics & diversified REITs. What they guide on, and who reported this season.
| Prologis | Oct 15, 2026 | 18 changes |
| Simon Property Group | Aug 10, 2026 | 17 changes |
| Realty Income | Aug 5, 2026 | 8 changes |
| Equinix | Jul 29, 2026 | 26 changes |
| Public Storage | Jul 29, 2026 | 19 changes |
| Ventas | Jul 29, 2026 | 14 changes |
| American Tower | Jul 28, 2026 | 39 changes |
| Extra Space Storage | Jul 28, 2026 | 6 changes |
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2027 | FY2026 | FY2025 | FY2024 | Long-term | No period |
|---|---|---|---|---|---|---|
| Estimated net income attributable to common stockholders per diluted share | — | 1 statement | — | 1 statement | — | 6 statements |
| Estimated net income attributable to common stockholders per diluted share | — | — | 1 statement | — | — | — |
| Estimated net income per diluted share | — | — | 1 statement | 1 statement | — | — |
| Net income | — | 1 statement | — | — | — | — |
| Depreciation and amortization including Simon's share of unconsolidated entities (High End) | — | — | — | 1 statement | — | — |
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Aug 10, 2026 | FY2026 Q2 | 0001104659-26-093361 | 20 | Open filing ↗ |
| May 11, 2026 | FY2026 Q1 | 0001104659-26-058646 | 6 | Open filing ↗ |
| Feb 2, 2026 | FY2025 Q4 | 0001104659-26-009209 | 7 | Open filing ↗ |
| Nov 3, 2025 | FY2025 Q3 | 0001104659-25-105545 | 29 | Open filing ↗ |
| Aug 4, 2025 | FY2025 Q2 | 0001104659-25-073630 | 5 | Open filing ↗ |
| May 12, 2025 | FY2025 Q1 | 0001104659-25-047299 | 5 | Open filing ↗ |
| Feb 4, 2025 | FY2024 Q4 | 0001104659-25-009105 | 29 | Open filing ↗ |
| Nov 1, 2024 | FY2024 Q3 | 0001104659-24-113272 | 11 | Open filing ↗ |
Not located in filing
2 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
Show the 2 unmatched spans
| Span | Why | Filed |
|---|---|---|
| Depreciation and amortization including Simon's share of unconsolidated entities (Low End) = $5.45 | span gate: value not verbatim in filing | Feb 4, 2025 |
| Depreciation and amortization including Simon's share of unconsolidated entities (High End) = $5.45 | span gate: value not verbatim in filing | Feb 4, 2025 |