Simon Property Group reports mixed Q1 results, raises guidance

Published 12/05/2025, 21:16
Simon Property Group reports mixed Q1 results, raises guidance

Investing.com -- Simon Property Group (NYSE:SPG), a leading real estate investment trust, reported mixed first quarter results on Monday, with earnings missing estimates but revenue surpassing expectations. The company also raised its full-year guidance, though shares fell 1.4% in after-hours trading.

Simon reported first quarter adjusted earnings per share of $1.27, falling short of the $1.40 analyst consensus. However, revenue came in at $1.47 billion, beating the $1.36 billion estimate and representing a 8.1% increase YoY.

The company’s net income attributable to common stockholders was $413.7 million, down from $731.7 million in the same quarter last year. Simon noted that the current quarter’s results included losses of $54.8 million, primarily due to an unrealized mark-to-market loss in fair value adjustment of Klépierre exchangeable bonds.

Despite the earnings miss, Simon raised its full-year 2025 earnings per share guidance to a range of $6.67 to $6.92, above the previous analyst consensus of $6.41.

"Our first quarter results underscore the strength of our business," said David Simon, Chairman, CEO and President. "We delivered strong financial and operational performance and enhanced our portfolio with the acquisition of The Mall Luxury Outlets in Italy and the successful opening of Jakarta Premium Outlets in Indonesia."

The company reported positive trends in its U.S. malls and premium outlets, with occupancy rising to 95.9% from 95.5% a year ago. Base minimum rent per square foot increased 2.4% to $58.92.

Simon’s Board of Directors declared a quarterly common stock dividend of $2.10 for the second quarter of 2025, representing a 5.0% increase YoY.

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