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Kimco Realty (KIM) stock

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NYSE: KIM NYSE Retail REITs Next results ~February 11, 2027

C+ Fundamentals grade

Kimco Realty is a US-listed company in the retail REITs industry. Its financial year ends in December.

Stock price today

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Third-party market data · may be delayed

Model estimate per share

~$33

Valuation models combined (2)

Base case. Range ~$21–$38. Weighted average of 2 models (funds-from-operations model, dividend discount (growing dividend)), the funds-from-operations model counting double.

Price vs value

No Buy/Hold/Sell rating is issued: only 2 valuation models apply; a rating needs 3.

Kimco Realty valuation: adjust assumptions and compare models →

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 1 selling0 purchases and 1 sale by directors and officers, last 12 monthsInsider trades
  • Funds359 adding, 241 cuttingOf 53 active managers that changed their stake, 25 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Kimco Realty files

10-Q filed October 29: Kimco Realty

Model value +15.9%

Kimco Realty posted revenue of $2.20bn for the twelve months to September 2026, up 3.5% on the year. That pace marks a slowdown from the 4.4% growth recorded a quarter earlier. Elsewhere, the company's fundamentals grade has ticked up from C to C+, a modest but welcome improvement. Our model value, meanwhile, has risen from $27.71 to $32.11 a share, reflecting the stronger underlying picture. Shares currently trade at $24.00, a level that sits well below both the old and new model value, suggesting the market has yet to catch up with the improving fundamentals.

Source: 10-Q filed October 29, 2026 on SEC EDGAR · Financials · Valuation

Earlier notes (1)

Where Kimco Realty stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $2.19bn, up 4.4% on a year earlier, about the same pace as a quarter earlier. Our valuation models combined value is $27.77 a share, against a share price of $22.94.

10-Q on SEC EDGAR

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~February 11, 2027 (estimated)

Kimco Realty's trailing-twelve-month revenue grew 3.5% year on year, with a free-cash-flow margin of 56.3%. Where it stands out: change in share count of -0.6% ranks 2 of 22 retail reits companies we cover.

Current signal Free-cash-flow margin near historical high: TTM FCF margin of 56.3% is in the 96th percentile of its own history.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Highlights

How we pick these

Strengths

  • High operating margin. 40.1% of revenue is left as operating profit, against a median of 47.7% for retail reits companies we cover.
  • Margins widening. Operating margin is up 5.2 points on a year ago.
  • Strong cash generation. 56.3% of revenue turned into free cash flow.
  • Net cash. Cash exceeds long-term debt by $0.5bn.

Things to watch

  • Weakest spot: revenue growth. Revenue growth of 3.5% ranks 17 of 24 retail reits companies we cover (median 8.7%).

Latest results: FY2026 Q3

Filed October 29, 2026
Earnings per share
$0.29 against an average estimate of $0.20: beat by 39.3%
Revenue
$546m, up 1.9% on a year earlier
Share reaction
+4.8% in the first session after the results on October 29, 2026, against -2.1% for the S&P 500
Guidance given
net income per diluted share $1 to $1.03 (2026 Full Year Outlook); FFO per diluted share $1.83 to $1.84 (2026 Full Year Outlook)
Next report
October 29, 2026; average EPS estimate $0.20

Kimco Realty's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day+2.2%
  • 1 week+6.0%
  • 1 month+12.7%
  • This year+27.9%
  • 1 year+27.1%
  • 5 years+30.6%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

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Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$2.2B
Operating margin
40.1%
Net margin
34.1%
EPS (TTM, diluted)
$1.11

Growth

Revenue growth
+3.5%
Change in growth rate
−0.9 pts
Share count change
−0.6%

Earnings

Last results
October 29, 2026
Next results (est.)
February 11, 2027

News & updates

Updated November 3, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Deal
  2. Results
  3. Results
  4. Guidance

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Valuation

Kimco Realty valuation models and calculator

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: only 2 valuation models apply; a rating needs 3.

Valuation models

We value Kimco Realty as an equity reit, with every model that fits that kind of business. Cost of equity 7.9%: the 10-year Treasury yield (4.9%) plus a beta of 0.66 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Funds-from-operations model Funds from operations growing 2.5% a year, discounted at 8%. ~$38 ~$32–$47 Primary model, counts double
Price-to-FFO vs peers Funds from operations per share times peers' typical (harmonic-mean) price-to-FFO. ~$0.7 ~$17–$35 Left out: out of range vs price (0.03x)
Dividend discount (growing dividend) Today's dividend growing 2.5% a year, discounted at the cost of equity. ~$21 ~$18–$26 Included
Combined value Weighted average of the models that apply: the primary model (funds-from-operations model) counts double. Models more than 5x or less than 0.2x the share price, or more than 3x away from the other models' median, are left out. ~$33 ~$21–$38 2 models

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Kimco Realty with equity REITs in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Moat

66 /100

Moderate moat

How hard Kimco Realty's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 3 / 20

    Net income has been a median 3.5% of total assets over 10 years.

  • Durability 20 / 20

    Operating margin has been a median 35.3%; its worst year was 31.3%.

  • Cash conversion 20 / 20

    Free cash flow was positive in 7 of 7 years, at a median 39.9% of revenue.

  • Discipline 10 / 20

    The diluted share count rose 45.4% over five years; stock-based pay has been a median 1.7% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Analysts' consensus

Fiscal yearEPSGrowthRevenueGrowth
Current $0.83 +12% $2.2bn +4%
Next $0.90 +8% $2.3bn +3%

Next year's EPS estimate has moved +3.6% in 90 days, across 4 analysts.

How the EPS forecast has moved

The consensus EPS forecast for the current fiscal year is +2.5% on 90 days ago. In the last 30 days, 0 analysts raised Kimco Realty's forecast and 0 cut it.

Consensus EPS forecast Kimco Realty, last 90 days
$0.80 $0.85 $0.90 90 days ago 60 days ago 30 days ago 7 days ago Now Current fiscal year, 90 days ago: $0.81 Current fiscal year, 60 days ago: $0.85 Current fiscal year, 30 days ago: $0.85 Current fiscal year, 7 days ago: $0.84 Current fiscal year, Now: $0.83 $0.83 Next fiscal year, 90 days ago: $0.87 Next fiscal year, 60 days ago: $0.89 Next fiscal year, 30 days ago: $0.88 Next fiscal year, 7 days ago: $0.90 Next fiscal year, Now: $0.90 $0.90

Average of analysts' published estimates (third-party data).

View chart data
Period Current fiscal yearNext fiscal year
90 days ago $0.81$0.87
60 days ago $0.85$0.89
30 days ago $0.85$0.88
7 days ago $0.84$0.90
Now $0.83$0.90

Earnings against estimates

Quarter toEstimateActualSurprise
Sept 2026 $0.20 $0.29 +39.3%
Jun 2026 $0.20 $0.22 +13.5%
Mar 2026 $0.20 $0.21 +7.4%
Dec 2025 $0.19 $0.19 −3.8%

Adjusted EPS as companies report it, against the average analyst estimate.

Management guidance

Earnings release, August 4, 2026
  • Net income per diluted share 2026 Full Year Outlook $1.00 to $1.03 GAAP Raised
    “Net income: $1.00 to $1.03 $0.83 to $0.87” source
  • FFO per diluted share 2026 Full Year Outlook $1.83 to $1.84 Non-GAAP Raised
    “FFO: $1.83 to $1.84 $1.81 to $1.84” source
  • Same property NOI growth 2026 Full Year Outlook 3% growth to 3.5% growth Non-GAAP Raised
    “Same property NOI growth +2.6% +3.0% to +3.5% +2.8% to +3.5%” source
  • Lease termination income 2026 Full Year Outlook $7m to $15m Maintained
    “Lease termination income $5 Unchanged $7 to $15” source
  • Non-cash GAAP revenues 2026 Full Year Outlook $48m to $53m GAAP Raised
    “Non-cash GAAP revenues (1) $35 $48 to $53 $45 to $50” source
  • Consolidated G&A expense, net 2026 Full Year Outlook $128m to $132m Maintained
    “Consolidated G&A expense, net $67 Unchanged $128 to $132” source
Show 4 more items
  • Consolidated interest expense and preferred stock dividends 2026 Full Year Outlook $368m to $372m Lowered
    “Consolidated interest expense and preferred stock dividends $182 $368 to $372 $369 to $376” source
  • Consolidated mortgage and other financing income, net 2026 Full Year Outlook $45m to $50m Narrowed
    “Consolidated mortgage and other financing income, net $24 $45 to $50 $45 to $55” source
  • Redevelopment capex 2026 Full Year Outlook $125m to $150m Raised
    “Redevelopment capex (2) $82 $125 to $150 $100 to $150” source
  • Leasing and maintenance capex 2026 Full Year Outlook $275m to $300m Maintained
    “Leasing and maintenance capex (3) $115 Unchanged $275 to $300” source

Figures and quotations are management's, copied from the company's own press release (SEC 8-K exhibit) and checked word for word against it. Forward-looking statements are the company's expectations, not ours and not advice; guidance can change or be missed.

Analyst recommendations

23 analysts, Oct 2026
Buy835%
Hold1565%
Sell00%

Monthly trend

  1. Oct 2026261523
  2. Sep 2026361423
  3. Aug 2026271524
  4. Jul 2026271524

Counts of recommendations published by analysts covering Kimco Realty, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.1%
of tradable shares
Days to cover
6.5
at average volume
Short interest, 1 month
−6%
to October 15, 2026
Held by institutions
—
of shares
Held by insiders
2.2%
of shares
Employees
710
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +27.1%

$19.72 on October 31, 2025 to $25.07

ThenNowEffect
Revenue (last 12 months) $2.1bn $2.2bn +4.4%
Net margin 28.5% 27.8% −2.7%
P/E multiple 22.3x 27.8x +24.9%
Share count 675m 673m +0.2%

Biggest factor: p/e multiple.

Last 3 years +54.2%

$16.26 on November 3, 2023 to $25.07

ThenNowEffect
Revenue (last 12 months) $1.8bn $2.2bn +24.3%
Net margin 23.0% 27.8% +20.7%
P/E multiple 24.9x 27.8x +11.8%
Share count 619m 673m −8.1%

Biggest factor: revenue.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Calendar year 202120222023202420252026 to date
Return
KIM+70%−11%+6%+15%−9%+28%
Industry peers (median)+46%−14%+7%+15%−3%+11%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
KIM75%42%50%67%33%73%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
KIM−12%−30%−26%−16%−19%−16%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since November 2, 2015: 70% from August 1, 2016 to April 2, 2020. Getting back needed a 228% gain, reached on November 24, 2021, 601 days after the low.

Price behaviour

52-week range
$18.96 – $26.07
From 52-week high
−3.8%
vs 50-day average
+8.9%
vs 200-day average
+8.2%
Volatility (1 year)
18%
Beta vs S&P 500
-0.02

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
6 up, 6 down
typical move ±2.9%
After a week
5 up, 6 down
typical move ±4.1%
After a month
6 up, 5 down
typical move ±5.7%
Results releasedNext dayS&P 500 next day5 days21 days
October 29, 2026 +4.8% −2.1% — —
August 4, 2026 −2.1% +1.6% −5.7% −5.2%
April 30, 2026 −1.1% +1.3% −0.5% 0.0%
February 12, 2026 +3.3% −1.5% +5.4% +6.6%
October 30, 2025 −3.5% −0.8% −5.4% −4.3%
July 31, 2025 −5.3% −2.0% −3.2% +2.7%
May 1, 2025 +5.7% +2.2% +3.5% +6.0%
February 7, 2025 −1.2% −0.2% −2.7% −6.9%
August 1, 2024 +0.9% −3.3% +0.3% +7.0%
May 2, 2024 +3.2% +2.2% +2.9% +5.6%
February 8, 2024 −0.4% +0.6% −2.0% −2.6%
October 26, 2023 +3.0% −1.6% +13.1% +15.3%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Kimco Realty in five measures

Fundamentals grade C+
Growth Profitability Cash Balance sheet

Growth, profitability, cash generation and balance sheet are percentiles against the companies we cover in the same industry, from SEC filings (100 = best). Value compares the share price with our modelled value range (50 = at our base value; higher = cheaper). A description of reported data and our model — not a quality score or advice.

Fundamentals

Revenue (TTM) Kimco Realty
$1.6B $1.8B $2B $2.2B FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue (TTM), FY23 Q4: $1.8B Revenue (TTM), FY24 Q1: $1.8B Revenue (TTM), FY24 Q2: $1.9B Revenue (TTM), FY24 Q3: $2B Revenue (TTM), FY24 Q4: $2B Revenue (TTM), FY25 Q1: $2.1B Revenue (TTM), FY25 Q2: $2.1B Revenue (TTM), FY25 Q3: $2.1B Revenue (TTM), FY25 Q4: $2.1B Revenue (TTM), FY26 Q1: $2.2B Revenue (TTM), FY26 Q2: $2.2B Revenue (TTM), FY26 Q3: $2.2B $2.2B

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue (TTM)
FY23 Q4 $1.8B
FY24 Q1 $1.8B
FY24 Q2 $1.9B
FY24 Q3 $2B
FY24 Q4 $2B
FY25 Q1 $2.1B
FY25 Q2 $2.1B
FY25 Q3 $2.1B
FY25 Q4 $2.1B
FY26 Q1 $2.2B
FY26 Q2 $2.2B
FY26 Q3 $2.2B
Revenue growth, TTM YoY Kimco Realty
0% 5% 10% 15% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Revenue growth, TTM YoY, FY23 Q4: 3.2% Revenue growth, TTM YoY, FY24 Q1: 5.8% Revenue growth, TTM YoY, FY24 Q2: 8.1% Revenue growth, TTM YoY, FY24 Q3: 10.8% Revenue growth, TTM YoY, FY24 Q4: 14.2% Revenue growth, TTM YoY, FY25 Q1: 12.2% Revenue growth, TTM YoY, FY25 Q2: 10.2% Revenue growth, TTM YoY, FY25 Q3: 8.1% Revenue growth, TTM YoY, FY25 Q4: 5.1% Revenue growth, TTM YoY, FY26 Q1: 4.4% Revenue growth, TTM YoY, FY26 Q2: 4.4% Revenue growth, TTM YoY, FY26 Q3: 3.5% 3.5%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q4 3.2%
FY24 Q1 5.8%
FY24 Q2 8.1%
FY24 Q3 10.8%
FY24 Q4 14.2%
FY25 Q1 12.2%
FY25 Q2 10.2%
FY25 Q3 8.1%
FY25 Q4 5.1%
FY26 Q1 4.4%
FY26 Q2 4.4%
FY26 Q3 3.5%
Operating margin (TTM) Kimco Realty
30% 35% 40% 45% FY23 Q4 FY24 Q3 FY25 Q2 FY26 Q3 Operating margin (TTM), FY23 Q4: 35.8% Operating margin (TTM), FY24 Q1: 32.4% Operating margin (TTM), FY24 Q2: 31.6% Operating margin (TTM), FY24 Q3: 32.2% Operating margin (TTM), FY24 Q4: 30.9% Operating margin (TTM), FY25 Q1: 32.8% Operating margin (TTM), FY25 Q2: 34.6% Operating margin (TTM), FY25 Q3: 34.9% Operating margin (TTM), FY25 Q4: 36.0% Operating margin (TTM), FY26 Q1: 36.9% Operating margin (TTM), FY26 Q2: 36.0% Operating margin (TTM), FY26 Q3: 40.1% 40.1%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period Operating margin (TTM)
FY23 Q4 35.8%
FY24 Q1 32.4%
FY24 Q2 31.6%
FY24 Q3 32.2%
FY24 Q4 30.9%
FY25 Q1 32.8%
FY25 Q2 34.6%
FY25 Q3 34.9%
FY25 Q4 36.0%
FY26 Q1 36.9%
FY26 Q2 36.0%
FY26 Q3 40.1%
FCF margin (TTM) Kimco Realty
20% 30% 40% 50% 60% FY17 Q3 FY18 Q2 FY19 Q1 FY26 Q3 FCF margin (TTM), FY17 Q3: 39.2% FCF margin (TTM), FY17 Q4: 33.9% FCF margin (TTM), FY18 Q1: 35.7% FCF margin (TTM), FY18 Q2: 34.2% FCF margin (TTM), FY18 Q3: 31.2% FCF margin (TTM), FY18 Q4: 29.8% FCF margin (TTM), FY19 Q1: 25.9% FCF margin (TTM), FY19 Q2: 25.8% FCF margin (TTM), FY25 Q4: 51.5% FCF margin (TTM), FY26 Q1: 52.7% FCF margin (TTM), FY26 Q2: 53.9% FCF margin (TTM), FY26 Q3: 56.3% 56.3%

Source: SEC EDGAR filings. Retrieved October 30, 2026.

View chart data
Period FCF margin (TTM)
FY17 Q3 39.2%
FY17 Q4 33.9%
FY18 Q1 35.7%
FY18 Q2 34.2%
FY18 Q3 31.2%
FY18 Q4 29.8%
FY19 Q1 25.9%
FY19 Q2 25.8%
FY25 Q4 51.5%
FY26 Q1 52.7%
FY26 Q2 53.9%
FY26 Q3 56.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-K/A, 10-Q, 10-Q/A. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Fiscal year 2010 Dec 2010 2011 Dec 2011 2012 Dec 2012 2013 Dec 2013 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Sept 2026
Income
Revenue 827 814 793 862 994 1,167 1,171 1,201 1,165 1,159 1,058 1,365 1,728 1,783 2,037 2,140 2,197
EBITDA 477 489 496 507 583 688 749 792 893 755 622 820 1,070 1,146 1,233 1,398 1,497
Operating income 230 238 233 249 310 344 394 431 582 478 333 424 565 639 629 771 881
Net income 143 169 266 236 424 894 379 426 498 411 1,001 844 126 654 411 585 748
Diluted EPS $0.22 $0.27 $0.42 $0.43 $0.89 $2.00 $0.79 $0.87 $1.02 — — — — — — — $1.11
Growth (year on year)
Revenue — −1.5% −2.6% +8.6% +15.4% +17.4% +0.3% +2.6% −3.0% −0.5% −8.7% +29.0% +26.6% +3.2% +14.2% +5.1% +3.5%
EBITDA — +2.4% +1.4% +2.4% +15.0% +17.9% +8.8% +5.7% +12.8% −15.4% −17.7% +31.9% +30.6% +7.1% +7.6% +13.4% +9.3%
Operating income — +3.5% −2.0% +7.1% +24.4% +10.7% +14.6% +9.5% +35.1% −18.0% −30.4% +27.6% +33.3% +13.0% −1.5% +22.5% +19.1%
Net income — +18.3% +57.4% −11.2% +79.4% +110.9% −57.6% +12.5% +16.8% −17.5% +143.7% −15.7% −85.1% +419.4% −37.2% +42.3% +24.8%
Diluted EPS — +22.7% +55.6% +2.4% +107.0% +124.7% −60.5% +10.1% +17.2% — — — — — — — +25.6%
Margins
EBITDA margin 57.7% 60.0% 62.5% 58.9% 58.7% 59.0% 64.0% 65.9% 76.6% 65.2% 58.8% 60.1% 62.0% 64.3% 60.5% 65.3% 68.1%
Operating margin 27.8% 29.2% 29.4% 29.0% 31.2% 29.4% 33.6% 35.9% 50.0% 41.2% 31.4% 31.1% 32.7% 35.8% 30.9% 36.0% 40.1%
Net margin 17.3% 20.8% 33.5% 27.4% 42.7% 76.6% 32.4% 35.5% 42.7% 35.4% 94.6% 61.9% 7.3% 36.7% 20.2% 27.3% 34.1%
Free-cash-flow margin 27.7% 45.9% 46.5% 53.7% 50.1% 28.0% 38.3% 33.9% 29.8% — — — — — — 51.5% 56.3%
Cash flow
Cash from operations 480 449 479 570 629 494 592 614 638 584 590 619 861 1,072 1,006 1,120 1,236
Capital spending 251 75 110 107 132 167 143 207 291 — — — — — — 18 0
Free cash flow 229 374 369 463 498 327 449 407 347 — — — — — — 1,102 1,236
Stock-based pay 14 17 18 19 18 18 19 22 18 20 24 23 27 33 35 33 36
Free cash flow after stock pay 214 357 351 444 480 309 430 386 329 — — — — — — 1,068 1,201
Balance sheet
Cash 125 113 142 149 187 190 142 239 144 124 293 326 147 781 689 212 544
Total debt 1,046 1,085 1,080 1,035 1,424 3,761 3,927 4,596 4,382 4,832 5,044 7,027 6,781 7,263 7,965 7,719 429
Net debt (negative = net cash) 921 972 938 887 1,237 3,572 3,785 4,358 4,238 4,708 4,751 6,701 6,634 6,482 7,276 7,507 −115
Diluted shares 406m 408m 407m 409m 411m 413m 420m 424m 421m 422m 432m 511m 618m 618m 672m 675m 672m
Returned to shareholders
Dividends 307 354 383 399 426 454 472 504 527 529 378 380 542 654 683 712 741
Buybacks — 6 31 — — — — 0 75 0 0 — — 0 0 120 317
Total returned 307 360 414 399 426 454 472 504 602 529 378 380 542 654 683 832 1,057

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Dividends, buybacks and capital spending

FY2026 Q3 TTM
Buybacks (TTM)
$317M
Dividends (TTM)
$741M
Returned to shareholders
86%
of free cash flow
Buybacks, last 3 fiscal years
$120M
Diluted share count
−0.6%
year over year
Total shareholder yield
6.3%
dividends 4.5% + buybacks 1.9% of market value
Dividend payout ratio
99%
of net income paid out

Competitors: side by side with peers

Closest by revenue in retail reits
Last 12 months unless stated KIM REG BRX FRT MAC ADC Median
Revenue, last 12 months $2.2bn $1.6bn $1.4bn $1.4bn $1.0bn $810m $516m
Revenue growth, last 12 months 3.5% 8.2% 5.7% 7.8% 1.3% 17.7% 8.5%
Revenue growth, 3-year average 7.4% 9.0% 4.8% 6.5% 5.1% 16.7% 8.2%
Revenue growth, latest quarter 1.9% 8.6% 5.5% 5.2% −0.0% 16.7% 7.1%
Operating margin 40.1% 72.0% — 47.7% — 48.9% 44.2%
Operating margin, 3-year average 35.7% — — 43.3% — 48.4% 35.7%
Net margin 34.1% 34.4% 30.0% 32.6% −16.8% 29.8% 26.8%
Cash from operations / revenue 56.3% 53.0% 48.4% 48.2% 30.5% 70.6% 48.6%
Free-cash-flow margin 56.3% 26.7% 18.5% 18.8% −4.4% 37.1% 20.3%
Free-cash-flow margin, 3-year average 38.8% 27.3% 17.8% 19.1% −2.4% 8.8% 20.1%
Stock pay / revenue 1.6% 1.2% 1.1% 1.1% 2.2% 1.8% 1.7%
Change in share count −0.6% 1.0% 0.2% 1.4% 8.5% 10.7% 2.6%

Median of all 24 companies we cover in retail reits. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Peer comparison

24 retail reits companies
Measure Company Peer median Rank
Revenue growth Growth 3.5% 8.7% 17 of 24
Change in growth rate Growth -0.9pp -0.3pp 14 of 24
Operating margin Profitability 40.1% 47.7% 11 of 16
Net margin Profitability 34.1% 29.8% 9 of 24
Stock pay as % of revenue Cash generation 1.6% 1.8% 8 of 21
Long-term debt as % of assets Balance sheet 39.2% 46.6% 8 of 20
Change in share count Balance sheet -0.6% 4.1% 2 of 22

Rank 1 = best in the group (for spending, debt and dilution, lower ranks first).

Who owns it

Funds buying and selling
Reported value
$16.9B
Institutions reporting
689
Shares held vs prior quarter
▲ 1.8%
Positions opened / closed
80 / 41

Top buyers and sellers, Q2 2026: 359 institutions bought and 241 sold ; the biggest buyer was UBS Am, A Distinct Business Unit Of UBS Asset Management Americas LLC (+6.2M shares) and the biggest seller Jpmorgan Chase & Co (−7.6M). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $1.9B 74.8M 11.2% ▲ 1.5%
Vanguard Portfolio Management LLC $1.5B 58.1M 8.7% 0.0%
Cohen & Steers, Inc. $1.4B 56.6M 8.5% ▲ 5.5%
State Street Corp $1.2B 47.0M 7.0% ▲ 0.4%
Vanguard Capital Management LLC $1.1B 44.1M 6.6% ▲ 0.1%
FMR LLC $545M 21.5M 3.2% ▼ 10.4%
Geode Capital Management, LLC $502M 19.9M 3.0% ▲ 1.4%
Federated Hermes, Inc. $461M 18.2M 2.7% ▲ 1.6%
Invesco Ltd. $433M 17.1M 2.6% ▼ 11.6%
APG Asset Management Us Inc. $370M 14.8M 2.2% ▼ 0.3%
Jpmorgan Chase & Co $360M 13.9M 2.1% ▼ 35.3%
Daiwa Securities Group Inc. $348M 13.7M 2.1% ▲ 2.6%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Kimco Realty's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Insider purchases History → $0 0 trades by 0 insiders, last 12 months Insider sales History → $198,872 1 trade by 1 insider · 0% under pre-set plans
Net ▼ $198,872 net selling
Insider Date Trade Shares Price Value
Lourenso Frank Director February 17, 2026 Sell 8,594 $23.14 $198,872

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 8 trades and filings

No trades in Kimco Realty disclosed in the last 12 months; 8 earlier trades on record.

  • Daniel S. Goldman(D-NY 10):Sale (full), $1,001 - $15,000, traded July 10, 2023, filed August 13, 2023
  • Daniel S. Goldman(D-NY 10):Sale (full), $1,001 - $15,000, traded March 6, 2023, filed April 17, 2023
  • Gilbert Ray Cisneros, Jr.(D-CA 39):Sale (full), $1,001 - $15,000, traded March 18, 2020, filed April 16, 2020

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around February 11, 2027 estimated from the company's past filing pattern, not announced

  • October 29, 2026
  • August 4, 2026
  • April 30, 2026
  • February 12, 2026
  • October 30, 2025
  • July 31, 2025

Recent SEC filings

Data status

When each part of this page on Kimco Realty was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Kimco Realty in brief

What does Kimco Realty do?
Kimco Realty is a US-listed company in the retail REITs industry. Its financial year ends in December.
What is Kimco Realty's stock ticker?
Kimco Realty trades under the ticker KIM on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Kimco Realty's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Kimco Realty reported revenue of $2.2B, 3.5% higher than a year earlier, according to its SEC filings.
What is Kimco Realty's free cash flow?
Kimco Realty's free-cash-flow margin is 56.3% of revenue over the trailing twelve months.
Who are Kimco Realty's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Cohen & Steers, Inc. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Kimco Realty buying back stock, and does it pay a dividend?
Kimco Realty spent $317M on share repurchases over the trailing twelve months, and its diluted share count fell 0.6% over the year.
What is Kimco Realty's market cap?
On November 2, 2026, Kimco Realty's market capitalisation was about $16.8B, with a price-to-earnings ratio of 22.5 and net debt of -$115M. Market figures come from third-party market data and may be delayed.
Does Kimco Realty pay a dividend?
Yes: Kimco Realty paid $741M in dividends over the trailing twelve months, a dividend yield of 4.45% and a payout ratio of 99.0%.
Who are Kimco Realty's competitors?
In our Retail REITs peer group, the companies closest to Kimco Realty are Regency Centers, Brixmor Property Group Inc., Federal Realty Investment Trust, Macerich Co and Agree Realty Corp. The side-by-side comparison below sets their revenue, margins and growth against Kimco Realty's.
Are insiders buying or selling Kimco Realty stock?
Over the last 12 months, Kimco Realty's directors and officers reported 0 open-market purchases and 1 sales on Form 4. The insider trading page charts every trade.
When is Kimco Realty's next earnings date?
Around February 11, 2027, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Kimco Realty announces its own schedule.