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Dividend Capture for Simon Property Group (SPG)

SPG dividend capture — median 4d pre-ex touch, 80% /30d touch rate over 20 ex-dates. Next ex-date, event history, after-tax calculator & simulator.

Updated Jun 20, 202620 eventshigh

Simon Property Group (SPG) has touched its pre-ex close within 30 trading days in 80% of the last 20 ex-dividend events, with a median time-to-touch of 4 trading days (limit-order recovery basis). The dividend is below the typical daily price swing (signal-to-noise 0.66), meaning ordinary day-to-day noise can easily exceed the dividend itself.

Versus its sector, SPG sits noticeably below the Real Estate sector benchmark of 95%. The sector median time-to-touch is 1 trading day, so this ticker touches more slowly than peers.

Historical base rates are not predictions; transaction costs, slippage, and ordinary-income tax on short holding periods can materially reduce realized profit. The next ex-dividend date is estimated at Sep 8, 2026 (±1 day), based on the historical pattern; the company has not yet declared a dividend.

Touch rate (30d)
80%-15pp vs sector
Median days-to-touch
4d+3.0d vs sector
Signal-to-noise
0.66+0.22 vs sector

Recovery engine

TL;DR over the most recent 20 events.

MetricValuevs sector
30-day touch rate
80%
-15pp vs sector
Median days-to-touch
4d
+3.0d vs sector
Signal-to-noise (div / ATR)
0.66
+0.22 vs sector
Avg gap on ex-date
-1.41%
-0.54pp vs sector
Win rate at MOC exit
50%
Median drawdown during hold
-5.00%
-0.28pp vs sector
Best / worst touch (days)
1 / 16

Next ex-dividend

Estimated from historical pattern ±1 day.

in 79 days
Dividend$2.25
Per-event yield1.17%
Annualized yield4.15%
Previously paidMar 10, 2026 ($2.20)
Last record dateMar 10, 2026
Last payment dateMar 31, 2026

SPG Dividend Capture History — Last 20 Ex-Dividend Events

Per-event gap on ex-date, the pre-ex close used as the touch target, trading days to first intraday high at or above that level, plus 5/30-day touch flags, drawdown and 5-day P&L for Simon Property Group (SPG). For a stricter close-at-bell exit timeline, use the simulator below (MOC mode). td = trading days from ex-date.

  • -0.05%
  • +2.97%
  • +0.61%
  • -1.32%
  • -1.25%
  • +0.10%
  • +1.49%
  • -1.92%
  • -0.66%
  • +12.72%
  • +3.05%
  • +0.06%
  • -9.15%
  • +0.81%
  • -2.10%
  • -11.65%
  • +1.21%
  • -2.63%
  • -1.43%
  • +0.47%

SPG Pre-Ex Touch Time Distribution

First trading session whose intraday high reached the pre-ex close within the 30-day measurement window. td = trading days from ex-date.

Touch windowDistributionCountShare
≤ 1 day420%
2–3 days315%
4–5 days525%
6–10 days15%
11–30 days315%
30+420%
20% within 1d · 60% within 5d · 80% within 30d(20 events analyzed)

SPG Dividend Capture Calculator — After-Tax Yield

Pre-filled with SPG's next expected dividend and recent close. Adjust tax rate, holding period and slippage to estimate after-tax capture yield.

U.S. ordinary-income rate (22-37%) applies on holds shorter than 61 days. Hold longer to qualify for the 0/15/20% qualified-dividend rate.

Slippage preset
Display
Gross dividend
$450.00
After-tax dividend
$292.50
Slippage round-trip
-$38.57

Net if price returns to pre-ex
+$253.93
Required recovery to break even
0.00%

Per-event after-tax yield
+0.66%
Annual if all succeed
~33.2%
Scenariosbase rate 80%
Best (limit fills)+$253.93
Average (base rate)+$163.93
Worst (no recovery)$196.07

Open in full calculator →

SPG Dividend Capture Backtest Simulator

Replay every historical SPG ex-dividend with two exit strategies: a GTC limit-order at the pre-ex close, or hold for N days and exit at MOC. Pick the window and quarter filter that matches your plan.

Limit window:Quarter:

Sell back at the pre-ex close on the first intraday touch within the window. If it never touches, exit at MOC after the window expires (stop-loss).

Figures are gross — before tax, commissions, and slippage. Percents are per-event return on capital at entry (pre-ex close).

Avg P&L per trade(20 events)-0.56%
Win rate (20 trades)
70%
Cumulative P&L
i
-11.29%Sum of per-event % (not compounded)
Buy & hold (same sample)
i
+76.13%Span: Jul 1, 2021 → Mar 10, 2026 · long-horizon total return vs repeating capture cycles
Best event
+1.69%
Worst event
-11.65%

Cumulative P&L (equity curve)

Vertical axis: cumulative sum of per-event % (same units as the headline cumulative). Hover dots for exact values.

+1.1%+0.0%-19.3%Jul 1, 2021 · cumulative +1.07% (sum of returns through this event)Sep 8, 2021 · cumulative -0.36% (sum of returns through this event)Dec 9, 2021 · cumulative -2.99% (sum of returns through this event)Mar 9, 2022 · cumulative -1.73% (sum of returns through this event)Jun 8, 2022 · cumulative -13.38% (sum of returns through this event)Sep 8, 2022 · cumulative -11.69% (sum of returns through this event)Dec 8, 2022 · cumulative -10.18% (sum of returns through this event)Mar 9, 2023 · cumulative -19.33% (sum of returns through this event)Jun 8, 2023 · cumulative -19.27% (sum of returns through this event)Sep 7, 2023 · cumulative -17.63% (sum of returns through this event)Dec 7, 2023 · cumulative -16.19% (sum of returns through this event)Mar 7, 2024 · cumulative -14.91% (sum of returns through this event)Jun 7, 2024 · cumulative -13.60% (sum of returns through this event)Sep 9, 2024 · cumulative -12.36% (sum of returns through this event)Dec 9, 2024 · cumulative -12.25% (sum of returns through this event)Mar 10, 2025 · cumulative -13.51% (sum of returns through this event)Jun 9, 2025 · cumulative -14.83% (sum of returns through this event)Sep 9, 2025 · cumulative -13.65% (sum of returns through this event)Dec 10, 2025 · cumulative -12.43% (sum of returns through this event)Mar 10, 2026 · cumulative -11.29% (sum of returns through this event)
Jul 1, 2021Mar 10, 2026

Per-event P&L distribution

20 trades in this sample · bar height ∝ count in each bucket (gross % per event).

2
<-3%
4
-3..-1%
 
-1..0%
 
0%
2
0..1%
12
1..3%
 
>3%

Scenario P&L by event · SPG (20)

Scenario P&L — updates with exit mode, window, and quarter. History adds gap, touch, drawdown, and a fixed P&L 5d % (MOC). Same per-row % as that column only for MOC + 5d on the same rows. Oldest → newest, gross pre-ex close basis.

Ex-dateP&L
+1.07%
-1.43%
-2.63%
+1.26%
-11.65%
+1.69%
+1.51%
-9.15%
+0.06%
+1.64%
+1.44%
+1.28%
+1.30%
+1.25%
+0.10%
-1.25%
-1.32%
+1.18%
+1.22%
+1.14%

Results are illustrative only and are not financial advice. Capture simulations use historical prices and simplified costs and tax assumptions. Actual fills, borrow fees, and market rules vary. Consult a qualified advisor before trading.

Frequently asked questions