| SPG |
Report |
Real Estate FFO/share (Q2 2026) |
BEAT |
pred ~$3.30 vs. cons $3.23 |
HIGH |
| SPG |
Report |
Same-Store NOI Growth YoY (Q2 2026) |
BEAT |
pred ~5.6% vs. cons 5.1% |
MEDIUM |
| SPG |
Report |
Occupancy - Malls & Premium Outlets (Q2 2026) |
IN-LINE |
pred ~96.3% vs. cons 96.1% |
MEDIUM |
| SPG |
Guide |
Real Estate FFO/share (FY 2026) |
BETTER |
guide ~$13.30 mid vs. cons $13.27 |
MEDIUM |
| SPG |
Guide |
Domestic NOI Growth FY 2026 (qualitative) |
UNCHANGED |
reiterate 'at least 3%'; tone bullish vs. cons 6.4% |
HIGH |
| SPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| SPG |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH - estimate revisions pull models up on FY guide raise; SS-NOI beat drives upward FY SS-NOI consensus revision |
MEDIUM |