Financial Performance
5Y price score: 13
The price score is a basic measure of the stock's performance against the S&P 500 Index over a five-year period.
A score of 100 indicates that the stock did as well as the S&P 500 Index.
A score below 100 means the stock underperformed the index, while a score above 100 means it outperformed the S&P 500.
10Y return: 9.4%
US$ Per
Share
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19.7
52-week range
26.6
Your model inputs
Your fair value & Margin of safety
To calculate fair value based on cost of capital and terminal growth assumptions above, please select free cash flow forecast.
Forecast:
Valuation
Free Cash Flow Yield
5.4 %
Dividend Yield TTM
4.5 %
Market cap $
$ 16,020
Price / Earnings TTM
26.7
Price / Book TTM
1.6
PEG TTM
6.1
Earnings growth and return
LTM
5YR
10YR
Total return (price & dividends)
10 %
30.4 %
9.4 %
Free cash flow per share growth
7.1 %
(16.2) %
(4.2) %
Earnings per share growth
4.3 %
(63.1) %
(58.5) %
Business Summary:
Latest Earnings Call Takeaways
2026 Q2 (Aug 4, 2026)
1) Strategy & Leadership
- Kimco Realty continues to validate its growth strategy, emphasizing the strength of its portfolio and operational model.
- The launch of the "One Kimco" operating model aims to enhance accountability and consistency across the organization, improving execution and leasing productivity.
- The company is focusing on capital recycling, selling low-growth assets to reinvest in higher-growth shopping centers, which supports long-term value creation.
2) Financial & Segment Results
- FFO per diluted share for Q2 2026 was $0.46, up 4.5% YoY.
- Same-property NOI grew by 3.5%, driven by higher minimum rents and stronger net recoveries.
- Small shop occupancy reached a record high of 92.9%, while overall portfolio occupancy matched an all-time high at 96.4%.
- The company raised its full-year FFO outlook to a range of $1.83 to $1.84 per diluted share, reflecting strong performance and improved visibility for the remainder of the year.
3) Operational Plans & Leasing Activity
- Kimco signed 461 leases covering 2.5 million square feet in Q2, with a blended spread of 13.1%.
- New leasing activity was particularly strong, with 161 deals covering 685,000 square feet at a blended spread of 40.4%.
- The SNO pipeline is projected to generate $95 million in annual base rent, with $33 million expected to be received in 2026, 16% higher than initial estimates.
- The company is investing in technology and AI to streamline operations and enhance productivity across its portfolio.
4) Problems / Headwinds
- The company absorbed a 16 basis point impact from the Painted Tree bankruptcy lease rejections, which slightly affected overall occupancy.
- The competitive market for acquisitions and transactions remains a challenge, but Kimco is leveraging existing relationships to find accretive opportunities.
5) Guidance & Outlook / Investor Angle
- The Board approved a 12% increase in the quarterly common cash dividend, reflecting confidence in long-term growth and cash flow durability.
- Kimco's strategic focus on enhancing its portfolio through capital recycling and operational improvements positions it well for future growth.
- The company expects continued strong demand for its properties, driven by a healthy consumer environment and retailer interest in high-quality locations.
Bottom line: Kimco Realty's robust operational performance, strategic capital recycling, and the implementation of the "One Kimco" model position the company for sustainable growth, making it an attractive investment opportunity for shareholders.
Annual Reports, Presentations And IR Contacts
Go to the websiteKimco Realty — Financial Overview, Stock Price, Market Cap
Kimco Realty is a company. Founded in 1958. As of September 9, 2026, the company's market capitalization is $16020134450 with a current stock price of $23.75.
