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Mar 31, 2023

Simon Q1 2023 Earnings Report

Simon reported first quarter results, increased full year guidance, and raised quarterly dividend.

Key Takeaways

Simon Property Group reported a strong start to 2023, with net income attributable to common stockholders increasing to $451.8 million and FFO reaching $1.026 billion. The company raised its quarterly dividend and increased the mid-point of its full-year 2023 guidance, reflecting confidence in its continued performance.

Net income attributable to common stockholders was $451.8 million, or $1.38 per diluted share.

Funds From Operations (FFO) was $1.026 billion, or $2.74 per diluted share.

Domestic property Net Operating Income (NOI) increased 4.0% and portfolio NOI increased 3.9%.

Occupancy was 94.4% at March 31, 2023, and base minimum rent per square foot was $55.84.

Total Revenue
$1.35B
Previous year: $1.3B
+4.2%
EPS
$2.74
Previous year: $2.78
-1.4%
US Malls/Outlets Occupancy
94.4%
Previous year: 93.3%
+1.2%
Gross Profit
$1.11B
Previous year: $1.06B
+4.5%
Cash and Equivalents
$1.16B
Previous year: $515M
+124.4%
Total Assets
$33.3B
Previous year: $33.5B
-0.5%

Simon

Simon

Forward Guidance

The Company currently estimates net income to be within a range of $6.45 to $6.60 per diluted share and FFO to be within a range of $11.80 to $11.95 per diluted share for the year ending December 31, 2023.