Kimco Realty (NYSE:KIM) Issues FY 2026 Earnings Guidance

Kimco Realty (NYSE:KIM) updated its FY 2026 earnings guidance on Tuesday morning. The company provided earnings per share (EPS) guidance of 1.830-1.840 for the period, compared to the consensus earnings per share estimate of 1.830. The company issued revenue guidance of -.

Kimco Realty Trading Down 0.8%

NYSE:KIM traded down $0.21 on Tuesday, hitting $25.20. 1,047,754 shares of the stock were exchanged, compared to its average volume of 5,223,400. The company has a debt-to-equity ratio of 0.78, a quick ratio of 3.78 and a current ratio of 3.78. Kimco Realty has a 52 week low of $19.76 and a 52 week high of $26.65. The stock has a market capitalization of $16.99 billion, a price-to-earnings ratio of 29.16, a P/E/G ratio of 2.80 and a beta of 0.95. The company’s 50-day moving average price is $25.17 and its 200 day moving average price is $23.60.

Kimco Realty (NYSE:KIM) last issued its earnings results on Tuesday, August 4th. The real estate investment trust reported $0.46 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.20 by $0.26. The company had revenue of $550.80 million for the quarter, compared to analyst estimates of $543.75 million. Kimco Realty had a net margin of 28.54% and a return on equity of 5.82%. The company’s revenue for the quarter was up 4.9% on a year-over-year basis. During the same quarter last year, the firm earned $0.44 EPS. Kimco Realty has set its FY 2026 guidance at 1.830-1.840 EPS. On average, equities research analysts forecast that Kimco Realty will post 1.83 earnings per share for the current year.

Analysts Set New Price Targets

Several equities analysts recently weighed in on KIM shares. Morgan Stanley increased their price objective on shares of Kimco Realty from $23.50 to $24.00 and gave the company an “equal weight” rating in a report on Thursday, April 16th. Barclays lifted their target price on shares of Kimco Realty from $25.00 to $28.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Scotiabank upped their target price on shares of Kimco Realty from $24.00 to $25.00 and gave the company a “sector perform” rating in a research report on Tuesday, May 19th. Wolfe Research raised Kimco Realty from a “peer perform” rating to an “outperform” rating and set a $28.00 price target on the stock in a research note on Monday, June 22nd. Finally, Stifel Nicolaus set a $28.00 price target on Kimco Realty in a research report on Thursday, June 11th. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and nine have issued a Hold rating to the stock. Based on data from MarketBeat.com, Kimco Realty presently has an average rating of “Moderate Buy” and a consensus target price of $26.12.

Key Headlines Impacting Kimco Realty

Here are the key news stories impacting Kimco Realty this week:

• Positive Sentiment: Kimco reported second-quarter revenue of $550.8 million, up 4.9% year over year and above the $543.75 million consensus estimate. FFO rose to $0.46 per diluted share from $0.44 a year earlier, matching estimates. Kimco Realty Announces Second Quarter 2026 Results
• Positive Sentiment: Strong leasing activity—461 leases covering 2.5 million square feet—helped lift portfolio occupancy to a record 96.4%, supporting the REIT’s property fundamentals. Kimco Realty Announces Second Quarter 2026 Results
• Positive Sentiment: Management raised its 2026 outlook for net income and FFO and set EPS guidance at $1.83-$1.84, in line with or slightly above consensus. Kimco also increased its quarterly common dividend 12% year over year to $0.28 per share. Kimco Realty Announces Second Quarter 2026 Results
• Neutral Sentiment: Kimco ended the quarter with $2.7 billion of immediate liquidity and completed $150.1 million of property sales, providing financial flexibility but also reducing some owned assets.
• Negative Sentiment: Same-property NOI increased only 3.5% year over year, viewed as mediocre relative to the otherwise strong operating results. This muted underlying growth appears to be the main reason the stock slipped after the report. Kimco Realty slips despite strong Q2 amid mediocre same property NOI growth
• Negative Sentiment: Net income available to common shareholders declined to $145.8 million, or $0.22 per diluted share, from $155.4 million, or $0.23, a year earlier, highlighting weaker GAAP profitability despite higher FFO.

Hedge Funds Weigh In On Kimco Realty

Hedge funds and other institutional investors have recently made changes to their positions in the company. Quadrant Capital Group LLC boosted its position in Kimco Realty by 1.7% during the third quarter. Quadrant Capital Group LLC now owns 30,335 shares of the real estate investment trust’s stock valued at $663,000 after acquiring an additional 503 shares during the last quarter. Parallel Advisors LLC raised its position in shares of Kimco Realty by 11.2% in the 3rd quarter. Parallel Advisors LLC now owns 5,176 shares of the real estate investment trust’s stock worth $113,000 after acquiring an additional 520 shares in the last quarter. Norinchukin Bank The raised its position in shares of Kimco Realty by 0.8% in the 3rd quarter. Norinchukin Bank The now owns 73,337 shares of the real estate investment trust’s stock worth $1,602,000 after acquiring an additional 603 shares in the last quarter. Jump Financial LLC lifted its stake in shares of Kimco Realty by 5.1% in the 2nd quarter. Jump Financial LLC now owns 12,932 shares of the real estate investment trust’s stock valued at $272,000 after purchasing an additional 633 shares during the period. Finally, EP Wealth Advisors LLC lifted its stake in shares of Kimco Realty by 6.8% in the 2nd quarter. EP Wealth Advisors LLC now owns 10,609 shares of the real estate investment trust’s stock valued at $223,000 after purchasing an additional 674 shares during the period. 89.25% of the stock is owned by institutional investors.

About Kimco Realty

Founded in 1958 by Milton Cooper and headquartered in Jericho, New York, Kimco Realty Corporation (NYSE: KIM) is a leading publicly traded real estate investment trust (REIT) specializing in the ownership, operation and development of open-air shopping centers. The company’s portfolio, concentrated on neighborhood and community centers anchored by grocery stores, encompasses approximately 400 properties across the United States, with selective holdings in Canada and Mexico.

Kimco’s core business activities include acquiring, repositioning and managing retail real estate assets that serve as daily-need destinations for consumers.