Kimco Realty Corporation

Report azionario NYSE:KIM

Capitalizzazione di mercato: US$17.7b

Kimco Realty Performance degli utili passati

Criteri Il passato verificati 3/6

Gli utili di Kimco Realty sono diminuiti a un tasso medio annuo di -9.9%, mentre il settore Retail REITs ha visto gli utili crescere a un tasso medio annuo di 12.4%. I ricavi sono cresciuti crescere a un tasso medio annuo di 11.9%. Il ritorno sul capitale proprio di Kimco Realty è 5.9% e ha margini netti di 27%.

Informazioni chiave

-9.88%

Tasso di crescita degli utili

-20.86%

Tasso di crescita dell'EPS

Retail REITs Crescita del settore8.45%
Tasso di crescita dei ricavi11.87%
Rendimento del capitale proprio5.92%
Margine netto26.99%
Prossimo aggiornamento sugli utili04 Aug 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento narrativa • Jul 08

KIM: Fair Value View Will Reflect Leasing Strength And Easing Refinancing Pressures

Kimco Realty's fair value estimate has been raised from $25.67 to $26.22 as analysts incorporate a series of higher price targets tied to solid leasing trends, resilient tenant performance, easing refinancing pressure, and updated cap rate and FFO assumptions across recent research. Analyst Commentary Recent research on Kimco Realty highlights a mix of optimism around operations and balance sheet trends, alongside more measured views on valuation and earnings assumptions.
Aggiornamento narrativa • Jun 07

KIM: Fair Value View Will Reflect Stronger NOI And Emerging Legal Overhang

Analysts have nudged the price target on Kimco Realty to $25, citing updated models that factor in Q1 results, adjusted revenue growth and expense assumptions, and generally stronger same store net operating income trends across U.S. retail REITs. Analyst Commentary Recent research updates cluster around a similar price target of US$25, with most firms adjusting their models after Q1 results, revised revenue expectations, and updated expense assumptions for Kimco Realty and its U.S. retail REIT peers. Bullish Takeaways Bullish analysts point to Q1 results as supportive for their updated models, with same store net operating income trends for U.S. retail REITs tracking ahead of full year guidance.
Aggiornamento narrativa • Apr 23

KIM: Fair Value View Ties Rising Street Optimism To Measured Buyback Execution

Kimco Realty's analyst price target has been nudged higher to about $25.08 from $24.88, with analysts updating models around revenue growth, margins and P/E assumptions after a series of recent target increases across the Street. Analyst Commentary Recent Street research on Kimco Realty has centered on gradual target price increases and refreshed models, with analysts focusing on earnings power, balance sheet choices and capital allocation.
Aggiornamento narrativa • Apr 08

KIM: Fair Value View Balances Buybacks Q4 Resets And Peak Retail Fundamentals

Analysts have nudged their average price target for Kimco Realty higher to around $25, reflecting updated models that factor in modestly adjusted growth assumptions and slightly stronger margin expectations. Analyst Commentary Recent research updates present a mixed but generally supportive backdrop for Kimco Realty, with several price target increases offset by a few reductions that reflect broader sector views rather than company specific issues alone.
Aggiornamento narrativa • Mar 25

KIM: Fair Value View Weighs Buybacks And 2026 Guidance Against Peak Retail Fundamentals

Analysts have nudged the fair value estimate for Kimco Realty higher to about $24.85 from $24.13. They cite refreshed models that reflect slightly higher revenue growth, a modestly stronger profit margin outlook, a lower discount rate, and updated Street price targets clustered in the low to mid $20s.
Aggiornamento narrativa • Feb 19

KIM: Fair Value View Weighs 2026 Guidance Against Retail Peak Fundamentals

Our fair value estimate for Kimco Realty has shifted slightly higher to $24.13 from $23.75. This reflects analysts' updated price targets clustered in the low to high $20s and their focus on earnings growth, capital recycling, and a balanced approach to buybacks within the retail REIT sector.
Seeking Alpha • Feb 19

Kimco Realty: High-Quality REIT With Better Value In The Preferreds

Summary Kimco Realty Corporation is now rated Hold after the recent 15% rally, with common shares trading near intrinsic value, but preferred stocks are still solid. KIM's Q4 report was solid overall, despite the company's CAPEX being abnormally high because Kimco signed a very solid amount of leases. Preferred shares KIM.PR.M and KIM.PR.L are rated Buy, offering 6.28%–6.32% yields and attractive entry points below liquidation value. Key risks include rate environment pressures and macroeconomic uncertainty, but limited new supply supports long-term fundamentals. Read the full article on Seeking Alpha
Aggiornamento narrativa • Feb 05

KIM: Fair Value View Balances Retail Peak Fundamentals With 2026 Shopping Center Upside

Analysts have trimmed their average price targets on Kimco Realty by a few dollars into the low to mid $20s, reflecting sector wide adjustments for U.S. REITs and a more cautious stance on retail focused names, even as some still highlight potential upside for shopping center operators. Analyst Commentary Recent research on Kimco Realty clusters around modestly lower price targets, but the tone is mixed, with some seeing room for execution upside and others stressing that the sector is already pricing in a lot of good news.
Aggiornamento narrativa • Jan 21

KIM: Dividend Hike And Earnings Guidance Are Expected To Support Future Upside

Analysts have trimmed their price targets on Kimco Realty in recent months, and our updated fair value estimate now sits slightly lower at US$23.75. This reflects a blend of more cautious sector views on retail REITs and only modest adjustments to revenue growth, profit margin, discount rate, and future P/E assumptions.
Aggiornamento narrativa • Jan 05

KIM: Dividend Hike And Higher Earnings Guidance Will Support Future Upside

Narrative Update Analysts have trimmed their price target on Kimco Realty by $1 to $22, reflecting updated views on the broader U.S. REIT group, even as recent sector earnings reports were described as strong. Analyst Commentary Recent research updates on Kimco Realty center on modestly reduced price targets, with both firms now landing at US$22.
Aggiornamento narrativa • Dec 19

KIM: Dividend Hike And Earnings Guidance Will Support Future Upside

Analysts have slightly reduced their fair value estimate for Kimco Realty, trimming the price target by about $0.10 to reflect modestly softer long term revenue growth assumptions. This change is partially offset by a marginally stronger profit margin outlook and largely unchanged future valuation multiples.
Aggiornamento narrativa • Dec 05

KIM: Grocery-Anchored Strength And Dividend Hike Will Support Future Upside

Analysts have trimmed their average price target on Kimco Realty by about $0.10 to roughly $24.18, reflecting a blend of updated sector models that include recent target reductions to $22, alongside higher conviction buy ratings around $27. Analyst Commentary Bullish analysts point to Kimco Realty's positioning in grocery anchored and necessity based retail centers as a key driver of stable cash flows that can support higher valuations versus peers, even amid a mixed macro backdrop.
Aggiornamento narrativa • Nov 21

KIM: Dividend Hike And Buyback Program Will Drive Positive Momentum

Kimco Realty's analyst price target has shifted slightly, decreasing by $0.26 to $24.27. Analysts cited adjustments in sector outlook and updated expectations for U.S. REITs following recent earnings reports.
Aggiornamento narrativa • Sep 10

Grocery Anchors And AI Will Shape Retail Future Despite Risks

Kimco Realty’s consensus price target was modestly raised to $24.53 as analysts point to strong Q2 earnings, upbeat sentiment for retail REITs, and the resilience of its grocery-anchored centers, supporting a slightly higher fair value. Analyst Commentary Bullish analysts cite strong Q2 earnings results and increased estimates for retail REITs as driving price target increases.
Seeking Alpha • Apr 16

Kimco Realty: A Wonderful Boring Stock For Today's Chaotic Times

Summary Kimco Realty is a conservatively financed retail REIT with a low payout ratio and attractive valuation, poised for long-term growth in portfolio and earnings. Founded in 1958, Kimco focuses on grocery-anchored retail, ensuring stability and consistent foot traffic, with a portfolio of 568 properties across major U.S. metropolitan areas. The demand for physical retail space remains strong, with rising rent prices and low vacancy rates, bolstered by limited new supply of grocery strip centers. Despite strong fundamentals, Kimco shares are down nearly 14% year-to-date, presenting a potential market mispricing and investment opportunity. Read the full article on Seeking Alpha
Seeking Alpha • Mar 07

Kimco: Strong Fundamentals Are Reflected In Valuation (Rating Downgrade)

Summary Kimco's shares have been a moderate performer, adding over 8% in the past year but falling 15% recently due to high-interest rates and valuation. Kimco's grocery-anchored open-air shopping centers boast high occupancy rates, with 96.3% overall and 98.2% for anchor tenants, benefiting from tight supply and strong leasing. Despite strong fundamentals and a secure 4.6% dividend yield, growth is expected to slow, given current occupancy, leading to a "hold" rating with KIM stock seen as fairly valued. Kimco's strong balance sheet and conservative leverage position it well, but I recommend waiting for a price closer to $20 before adding to positions. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Kimco Realty: Too Expensive For What It Offers, I'd Rotate

Summary Kimco Realty is no longer a bargain; the current valuation doesn't offer good value, and rotation to other investments like FRT is recommended. Despite strong fundamentals, including high occupancy and rent growth, Kimco's AFFO growth rate of 1.5% per year is unimpressive. Kimco's focus on grocery-anchored centers and sunbelt markets is positive, but interest rate and macro risks make it less attractive now. Retailers expanding physical stores and e-commerce boosting demand for retail spaces support Kimco's future cash flow visibility. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

Kimco Realty: Still A Buy After Rally?

Summary Kimco Realty Corporation has seen a 23% year-to-date total return, driven by a 4.2% dividend hike and record-high occupancy rates. Kimco's fiscal 2024 third quarter FFO increased by 7.5% year-over-year to $0.43 per share, with free cash flow covering dividends by 174%. KIM's debt maturity is well-laddered, with most debt due post-2030, and a strong balance sheet earning an “A-” investment-grade rating from Fitch. Despite near-term rate cut uncertainties, KIM's robust FFO growth and leasing spreads suggest the potential for a return to pre-pandemic dividend levels. Read the full article on Seeking Alpha
Seeking Alpha • Nov 08

Kimco: 4% Yield And A Dividend Hike Is On The Cards

Summary Kimco Realty's Q3 funds from operations beat expectations, reaching $0.43 per share, and I anticipate a $0.01 dividend hike next quarter, boosting yield to 4.1%. The trust's diversified portfolio, focused on grocery-anchored shopping centers in major metro markets, ensures steady foot traffic and rental income growth. With a portfolio occupancy of 96.4% and limited new supply in the market, KIM is well-positioned for continued rental income growth. The dividend payout ratio improved QoQ, and I expect a dividend hike in 1Q25. The stock remains a buy with a safe 4% yield. Read the full article on Seeking Alpha
Seeking Alpha • Sep 07

Kimco: Good Market Dynamics But Fairly Valued

Summary Kimco is a REIT that owns and operates retail properties in 30 states. The company has a well-diversified portfolio and the market dynamics are good for retail landlords. Kimco Realty's investment-grade balance sheet and strong liquidity are attractive, but its low dividend yield and fair valuation may not make it appealing to income and value investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 26

Kimco Realty: I Bought This 4.2% Dividend Yield

Summary Kimco Realty has rebounded heavily from a low in June, with expectations of Fed rate cuts in September boosting the stock. The retail REIT's quarterly dividend payment is set for future hikes, as FFO currently covers the 4.2% dividend yield by 168%. An investment grade balance sheet and well-staggered maturity ladder reduce the investment risk of the REIT. Read the full article on Seeking Alpha
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Nuova narrativa • Aug 21

Strategic Leases And Consumer Staples Drive Revenue Surge

Kimco Realty's strategic focus on grocery-anchored retail and high tenant retention underscores a stable demand, promising higher rents and valuations.
Seeking Alpha • Jul 30

Kimco Realty: A Lack Of Positive Catalysts

Summary Kimco Realty's intermediate-term prospects are on a knife's edge. The REIT's core anchor strategy has delivered robust operating income growth. However, a flimsy retail property market might cause problems. Kimco Realty's occupancy lags those of some of its peers. Moreover, the REIT entered into an accounting loss during Q1. RPT Realty's cost-saving benefits are likely matched by an intense CapEx roadmap and disposition requirements. Key valuation multiples suggest that KIM REIT is priced in. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

Kimco Realty: A 5% Yield I Am Piling Excess Cash Into Right Now

Summary Kimco Realty Corporation experienced a short period of selling weakness, leading to an aggressive increase in position. The company saw strong lease activity and exhibited healthy dividend metrics, making it an attractive investment from a cash flow and dividend growth perspective. Kimco Realty's low pay-out variability and favorable leasing spreads make it a compelling buy for passive income investors. Read the full article on Seeking Alpha

Ripartizione dei ricavi e delle spese

Come Kimco Realty guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.

Storico di utili e ricavi

NYSE:KIM Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 262,1625831360
31 Dec 252,1405511330
30 Sep 252,1235611310
30 Jun 252,0955591360
31 Mar 252,0705151360
31 Dec 242,0373711380
30 Sep 241,9633541280
30 Jun 241,9023381280
31 Mar 241,8443271270
31 Dec 231,7836291260
30 Sep 231,7724371330
30 Jun 231,7593761300
31 Mar 231,7431511250
31 Dec 221,728991200
30 Sep 221,7132331140
30 Jun 221,6486791090
31 Mar 221,5109141060
31 Dec 211,3658161040
30 Sep 211,209934960
30 Jun 211,101392990
31 Mar 211,0501,019970
31 Dec 201,058971930
30 Sep 201,085867970
30 Jun 201,108970920
31 Mar 201,154319920
31 Dec 191,159337970
30 Sep 191,147315900
30 Jun 191,147338890
31 Mar 191,156402920
31 Dec 181,165430940
30 Sep 181,196433960
30 Jun 181,208453960
31 Mar 181,211435930
31 Dec 171,201370920
30 Sep 171,183364930
30 Jun 171,1732071000
31 Mar 171,1672671090
31 Dec 161,171331910
30 Sep 161,1756221250
30 Jun 161,1797401250
31 Mar 161,1826611240
31 Dec 151,1678271240
30 Sep 151,1335311170

Guadagni di qualità: KIM ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di KIM (27%) KIM sono più alti rispetto allo scorso anno (24.9%).

Flusso di cassa libero e analisi degli utili

Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di KIM sono diminuiti del 9.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di KIM nell'ultimo anno ( 13.2% ) supera la media quinquennale ( -9.9% all'anno).

Guadagni vs Settore: La crescita degli utili KIM nell'ultimo anno ( 13.2% ) non ha superato quella del settore Retail REITs 38%.

Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 5.9% ) di KIM è considerato basso.

Rendimento delle attività

Rendimento del capitale investito

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/23 03:05
Prezzo dell'azione a fine giornata2026/07/23 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Kimco Realty Corporation è coperta da 41 analisti. 8 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Wesley GolladayBaird
Ross SmotrichBarclays