Simon Property Group Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
-18.4%projected annual EPS growth
Analyst Coverage
19analysts covering
FY EPS (est.)
$6.61next fiscal year
Monitoring Framework
Key Performance Indicators
Occupancy Rate (U.S. Malls and Premium Outlets) Quarterly9,600.0%Target: Maintain or exceed 96.0%
Base Minimum Rent per Square Foot (USD) Quarterly62.0Target: Positive year-over-year growth
Reported Retailer Sales per Square Foot (USD, TTM) Quarterly819.0Target: Positive year-over-year growth
Domestic Property Net Operating Income (NOI) Growth Quarterly670.0%Target: At least 3.0% growth for FY 2026
Watch Items
- Leadership Transition and Execution Risk under CEO Eli SimonTrigger: Delays in the $1.5 billion active development pipeline or integration issues with Taubman Realty Group (TRG)Action: Re-evaluate management execution capabilities and adjust the base-case valuation multiple downward if project timelines slip past 2028.
- Retail Sector Headwinds and Tenant BankruptciesTrigger: Saks Global bankruptcy developments or unexpected tenant store closures impacting occupancy below 95.0%Action: Assess the speed and pricing of re-leasing vacant anchor spaces and adjust Net Operating Income (NOI) projections accordingly.
Research as of 2 Sep 2026