| SPG |
Report |
Real Estate FFO/share |
IN-LINE |
pred ~$3.25 vs. cons $3.226 |
MEDIUM |
| SPG |
Report |
Same-store NOI growth |
BEAT |
pred ~5.5% vs. cons 5.13% |
MEDIUM |
| SPG |
Report |
Occupancy |
IN-LINE |
pred ~96.2% vs. cons 96.12% |
MEDIUM |
| SPG |
Guide |
FY2026 Real Estate FFO/share |
LOWER |
guide ~$13.10-$13.25 vs. cons $13.266 |
MEDIUM |
| SPG |
Guide |
FY2026 domestic NOI growth |
UNCHANGED |
guide at least 3% vs. cons 6.41% |
LOW |
| SPG |
Guide |
Leasing / retailer demand |
UNCHANGED |
guide broad-based strength vs. numerical consensus UNVERIFIED |
LOW |
| SPG |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
LOW |
| SPG |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY guide limits forward estimate upside |
LOW |