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Simon Property Group reports mixed Q3 results, stock dips

Published 2024-11-01, 09:08 a/m
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Investing.com -- Simon Property Group (NYSE: SPG), a real estate investment trust, reported mixed third-quarter results on Wednesday, with earnings slightly missing estimates but revenue surpassing expectations. The company's stock dipped 1% following the announcement.

Simon Property Group (NYSE:SPG) reported Q3 adjusted earnings per share of $1.46, falling short of analyst estimates by $0.01. However, revenue for the quarter came in at $1.48 billion, significantly beating the consensus estimate of $1.32 billion and representing a strong performance.

The company's net income attributable to common stockholders was $475.2 million, down from $594.1 million in the same quarter last year. This decline was partly due to a non-cash net loss of $49.3 million related to fair value adjustments of Klépierre exchangeable bonds.

Despite the earnings miss, Simon Property Group demonstrated solid operational performance. Domestic property Net Operating Income (NOI) increased 5.4% YoY, while portfolio NOI rose 5.0%. Occupancy at U.S. Malls and Premium Outlets improved to 96.2%, up 1.0% from the previous year.

"We are pleased with our quarterly results highlighted by strong financial and operational performance," said David Simon, Chairman, CEO, and President. He also noted the successful openings of Tulsa Premium Outlets and the expansion of Busan Premium Outlets.

Looking ahead, Simon Property Group sees its full-year 2024 earnings guidance from $7.18-$7.28 per diluted share, surpassing the analyst consensus of $6.64. 

The company also announced a dividend increase to $2.10 per share for the fourth quarter, representing a 10.5% YoY increase. This marks the fourth consecutive quarterly dividend raise, underscoring Simon Property Group's commitment to shareholder returns.

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