Kimco Realty Corporation

NYSE:KIM 주식 리포트

시가총액: US$16.1b

Kimco Realty 향후 성장

Future 기준 점검 0/6

Kimco Realty (는) 각각 연간 2.6% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 2.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.6% 로 예상됩니다.

핵심 정보

2.6%

이익 성장률

2.57%

EPS 성장률

Retail REITs 이익 성장-1.8%
매출 성장률3.4%
향후 자기자본이익률6.59%
애널리스트 커버리지

Good

마지막 업데이트21 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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
User avatar
새로운 내러티브 • 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
Seeking Alpha • Apr 05

Kimco Realty: The 6.45% Preferred Shares Remain Attractive

Summary Kimco Realty completed the acquisition of RPT Realty, creating a larger commercial REIT focused on grocery-related anchor tenants. Kimco's 2023 FFO was slightly lower than in 2022, but the net impact on FFO from increased interest expenses was limited. Kimco expects a relatively flat FFO performance in 2024, with a gain on the sale of assets and acquisition-related expenses. Read the full article on Seeking Alpha
Seeking Alpha • Mar 21

Kimco Realty: A Reliable Shopping-Center REIT Providing A 5.1% Yield

Summary Kimco Realty is benefiting from strong growth in rental rates in its metropolitan area-focused real estate portfolio. The REIT has a growing portfolio occupancy and recently increased its quarterly dividend payout. Kimco Realty's focus on grocery-anchored open-air shopping centers ensures high occupancy and the ability to raise rental rates. Read the full article on Seeking Alpha
Seeking Alpha • Feb 29

Kimco Realty: Solid Fundamentals And Potential Double-Digit Upside

Summary Kimco Realty is a resilient REIT with strong fundamentals, making it a potential buy for income-focused investors. The company focuses on grocery-anchored shopping centers and mixed-use assets, with properties located in top major metro markets. Kimco's latest quarter showed solid numbers, with same-site NOI exceeding expectations and revenue beating estimates. Their payout ratio and occupancy levels are something investors should keep a close eye on going forward. Their current payout ratio gives the REIT little room for error or further growth. However, management announced a share repurchase program. Read the full article on Seeking Alpha

이익 및 매출 성장 예측

NYSE:KIM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/20282,364609N/A1,4863
12/31/20272,270568N/A1,4188
12/31/20262,194546N/A1,3727
3/31/20262,1625831,1391,139N/A
12/31/20252,1405511,1201,120N/A
9/30/20252,1235611,1011,101N/A
6/30/20252,0955591,0651,065N/A
3/31/20252,0705151,0531,053N/A
12/31/20242,0373711,0061,006N/A
9/30/20241,963354956956N/A
6/30/20241,902338941941N/A
3/31/20241,844327902902N/A
12/31/20231,7836291,0721,072N/A
9/30/20231,7724371,0371,037N/A
6/30/20231,7593761,0191,019N/A
3/31/20231,7431511,0121,012N/A
12/31/20221,72899861861N/A
9/30/20221,713233907907N/A
6/30/20221,648679768768N/A
3/31/20221,510914665665N/A
12/31/20211,365816619619N/A
9/30/20211,209934541541N/A
6/30/20211,101392646646N/A
3/31/20211,0501,019583583N/A
12/31/20201,058971590590N/A
9/30/20201,085867567567N/A
6/30/20201,108970508508N/A
3/31/20201,154319584584N/A
12/31/20191,159337N/A584N/A
9/30/20191,147315N/A604N/A
6/30/20191,147338N/A599N/A
3/31/20191,156402N/A601N/A
12/31/20181,165430N/A638N/A
9/30/20181,196433N/A637N/A
6/30/20181,208453N/A666N/A
3/31/20181,211435N/A649N/A
12/31/20171,201370N/A614N/A
9/30/20171,183364N/A641N/A
6/30/20171,173207N/A676N/A
3/31/20171,167267N/A612N/A
12/31/20161,171331N/A592N/A
9/30/20161,175622N/A476N/A
6/30/20161,179740N/A424N/A
3/31/20161,182661N/A468N/A
12/31/20151,167827N/A494N/A
9/30/20151,133531N/A582N/A
6/30/20151,100556N/A589N/A

애널리스트 향후 성장 전망

수입 대 저축률: KIM 의 연간 예상 수익 증가율(2.6%)이 saving rate(3.5%) 미만입니다.

수익 vs 시장: KIM 의 연간 수익(2.6%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: KIM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: KIM 의 수익(연간 3.4%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: KIM 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: KIM의 자본 수익률은 3년 후 6.6%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 19:23
종가2026/05/21 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Kimco Realty Corporation는 44명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jacob KilsteinArgus Research Company
Wesley GolladayBaird
Ross SmotrichBarclays