| SPG |
Report |
Q2 2026 Real Estate FFO per share |
BEAT |
pred ~$3.23 vs. cons $3.18 |
MEDIUM |
| SPG |
Report |
Q2 2026 total revenue |
BEAT |
pred ~$1.79B vs. cons $1.61B |
MEDIUM |
| SPG |
Report |
Q2 2026 domestic property NOI growth |
BEAT |
pred ~5.3% vs. cons 5.0% |
MEDIUM |
| SPG |
Guide |
Real Estate FFO per share guidance midpoint |
BETTER |
guide ~$13.28 vs. cons $13.22 (FY2026) |
MEDIUM |
| SPG |
Guide |
Quarterly common dividend per share |
BETTER |
guide ~$2.30 vs. cons $2.25 (Q3 2026) |
MEDIUM |
| SPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.8% |
— |
MEDIUM |
| SPG |
Return |
5-day cumulative residual |
+1.2% (FADE) |
A Q2 Real Estate FFO beat and modest FY2026 guidance increase should lift estimates initially, but guide midpoint ~$13.28 less predicted first-half FFO of ~$6.40 implies second-half FFO of ~$6.88 versus consensus near $6.87; nearly unchanged out-period math and a rich valuation should partially fade the day-1 gain. |
MEDIUM |