Every material Form 8-K Simon Property filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Simon Property Group reported third-quarter 2026 net income attributable to common stockholders of $499.0 million, or $1.54 per diluted share, alongside Real Estate FFO of $1.277 billion, or $3.37 per diluted share. Driven by higher occupancy, rent increases, and accelerated shopper traffic growth, the company raised its full-year 2026 Real Estate FFO per share guidance and increased its quarterly common stock dividend to $2.30 per share.
Net income for the quarter ended September 30, 2026, was $499.0 million, or $1.54 per diluted share.
Real Estate FFO rose 4.7% to $1.277 billion, or $3.37 per diluted share.
Full-year 2026 Real Estate FFO guidance was increased to $13.30 to $13.40 per diluted share.
The quarterly common stock dividend was raised by $0.10, or 4.5%, to $2.30 per share, payable on December 31, 2026.
Simon reported second-quarter 2026 results on August 10, 2026, with Real Estate FFO of $1.249 billion, or $3.29 per diluted share, up 7.9% from a year earlier. GAAP net income attributable to common stockholders fell to $483.1 million, or $1.49 per diluted share, from $556.1 million, or $1.70, a year earlier, and the prior-year figure included a $0.21 per share gain. The company raised its full-year 2026 Real Estate FFO per share guidance to $13.20 to $13.30 from $13.10 to $13.25.
Real Estate FFO was $1.249 billion, or $3.29 per diluted share, versus $1.154 billion, or $3.05, in the second quarter of 2025.
GAAP net income attributable to common stockholders was $483.1 million, or $1.49 per diluted share, versus $556.1 million, or $1.70, a year earlier.
Full-year 2026 Real Estate FFO per share guidance was raised to $13.20 to $13.30, from $13.10 to $13.25 previously.
Simon declared a third-quarter 2026 common dividend of $2.25 per share, up $0.10 or 4.7% year over year, payable September 30, 2026.
Simon reported first-quarter 2026 net income attributable to common stockholders of $479.6 million, or $1.48 per diluted share, up from $413.7 million, or $1.27, a year earlier. The company raised its full-year 2026 Real Estate FFO per diluted share guidance to $13.10 to $13.25 and increased its quarterly common dividend to $2.25, which is $0.15 higher than the prior year.
Q1 2026 Real Estate FFO was $1.208 billion, or $3.17 per diluted share, up 7.5% from $2.95 a year earlier
2026 Real Estate FFO per diluted share guidance is $13.10 to $13.25, up from $13.00 to $13.25 provided on February 2, 2026
Quarterly common dividend of $2.25 is payable June 30, 2026 to holders of record on June 9, 2026
During Q1 2026 the company repurchased 965,296 shares of common stock for approximately $175 million
Simon Property Group announced the death of David Simon, its Chairman, CEO and President, who died March 22, 2026 at age 64. The board appointed his son Eli Simon, age 38, as CEO and President effective March 23, 2026, while he continues as Chief Operating Officer and director, and named Larry Glasscock Non-Executive Chairman.
David Simon died March 22, 2026, at age 64, per the press release.
Eli Simon, age 38, appointed CEO and President effective March 23, 2026; no compensation changes approved yet.
Larry Glasscock appointed Non-Executive Chairman; he continues as a director and on the Audit and Governance and Nominating Committees.
The Class B director seat vacated by David Simon has not yet been filled by the Voting Trust trustee.
Simon Property Group, L.P. amended and extended its $5.0 billion senior unsecured revolving credit facility on March 5, 2026, pushing the initial maturity to June 30, 2030 and allowing the capacity to rise to $6.0 billion. The company also amended its $3.5 billion supplemental revolving facility to align its margin with the new pricing, which matters to shareholders because it sets the borrowing terms and liquidity available to the operating partnership for general corporate purposes.
Credit facility capacity: $5.0 billion, expandable to $6.0 billion during its term
Initial maturity extended to June 30, 2030, with two additional six-month extension options at the company's option
Interest margin tied to corporate credit rating: 0.625% to 1.350% over benchmark rates; facility fee 0.100% to 0.300%
Supplemental facility of $3.5 billion amended on March 5, 2026 to conform margin to the new pricing
Simon Property Group's board appointed Martin J. Cicco as a director effective February 5, 2026, to serve the balance of a term expiring at the 2026 annual meeting, and increased the board from 13 to 14 members. The board has determined Cicco is independent under NYSE rules, and his committee assignments have not yet been set. The change adds a director with more than 45 years of real estate and capital markets experience to the board.
Martin J. Cicco appointed to the board effective February 5, 2026, for the balance of a term expiring at the 2026 annual meeting
Board size increased from 13 to 14 members
Board determined Cicco is independent under NYSE requirements; committee appointments not yet determined
Cicco will receive non-employee director compensation under the arrangements in the April 1, 2025 proxy statement
Simon Property Group reported fourth-quarter 2025 results on February 2, 2026. Real Estate FFO rose 4.2% to $1.328 billion, or $3.49 per diluted share, while net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, mainly because of a non-cash gain of $2.89 billion tied to its Taubman Realty Group acquisition. The company also estimated 2026 Real Estate FFO of $13.00 to $13.25 per diluted share and declared a quarterly dividend of $2.20, up $0.10 from a year earlier.
Real Estate FFO was $1.328 billion, or $3.49 per diluted share, versus $1.261 billion, or $3.35, a year earlier.
Reported FFO fell to $1.242 billion, or $3.27 per diluted share, from $1.389 billion, or $3.68, including a one-time after-tax loss of $120.7 million tied mainly to Catalyst Brands restructuring costs.
Net income attributable to common stockholders was $3.048 billion, or $9.35 per diluted share, including a $2.89 billion non-cash gain.
2026 guidance: Real Estate FFO of $13.00 to $13.25 per diluted share; quarterly dividend of $2.20 payable March 31, 2026.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Simon Property filing is on SEC EDGAR ↗. 8-K briefs of other companies →