ING Groep NV Sells 404,638 Shares of Kimco Realty Corporation $KIM

ING Groep NV trimmed its position in Kimco Realty Corporation (NYSE:KIM) by 97.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,076 shares of the real estate investment trust’s stock after selling 404,638 shares during the quarter. ING Groep NV’s holdings in Kimco Realty were worth $242,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. Quent Capital LLC acquired a new position in Kimco Realty in the third quarter valued at approximately $27,000. City Holding Co. bought a new stake in Kimco Realty in the third quarter valued at about $30,000. CYBER HORNET ETFs LLC bought a new stake in Kimco Realty in the second quarter valued at about $37,000. Lavaca Capital LLC lifted its stake in Kimco Realty by 869.5% in the second quarter. Lavaca Capital LLC now owns 1,939 shares of the real estate investment trust’s stock valued at $41,000 after buying an additional 1,739 shares during the period. Finally, MUFG Securities EMEA plc bought a new position in Kimco Realty during the second quarter worth about $42,000. 89.25% of the stock is currently owned by institutional investors and hedge funds.

Kimco Realty News Summary

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

• Positive Sentiment: Q4 results: revenue beat estimates and FFO was in line with consensus; management said net income and FFO hit the high end of full‑year outlook — reinforces operating resilience. Q4 Earnings Transcript Press Release
• Positive Sentiment: Occupancy at record highs driven by strong leasing gains — better portfolio fundamentals support rents/NOI and investor confidence in cash flow stability. Reuters: Resilient Leasing
• Positive Sentiment: Capital recycling: management outlined $300M–$500M of planned asset dispositions (some reports say up to $500M) to redeploy into higher-return opportunities and strengthen the balance sheet. This reduces capital intensity and can fund growth or dividends. Seeking Alpha: Asset Disposition Bisnow: Up to $500M Asset Sales
• Positive Sentiment: Dividend and shareholder income: REIT declared a quarterly dividend of $0.26 (annualized yield ~4.7%), which supports income-oriented investors. (Record/ex‑dividend dates disclosed by company.)
• Neutral Sentiment: 2026 outlook: company gave initial FFO growth targets (roughly 2.3%–4.5%) and updated FY‑2026 guidance; guidance confirms steady growth but is modest, so upside is tied to execution and successful asset recycling. Guidance & Growth Outlook
• Neutral Sentiment: Valuation note: after recent share strength the stock trades at a mid‑20s P/E and above its 200‑day SMA; investors should weigh the yield/FFO growth profile vs. peers. Valuation Article
• Negative Sentiment: FFO was only in line with estimates (not a beat) and the 2026 growth guide is modest — if markets were expecting stronger upside, that could temper momentum. Zacks: FFO Meets Estimates

Kimco Realty Stock Performance

Shares of KIM opened at $22.70 on Friday. The firm’s 50 day moving average price is $20.72 and its two-hundred day moving average price is $21.15. The company has a debt-to-equity ratio of 0.78, a quick ratio of 3.59 and a current ratio of 3.31. Kimco Realty Corporation has a twelve month low of $17.93 and a twelve month high of $22.97. The firm has a market cap of $15.37 billion, a P/E ratio of 28.02, a PEG ratio of 1.23 and a beta of 1.07.

Kimco Realty Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, March 19th. Shareholders of record on Friday, March 6th will be paid a $0.26 dividend. The ex-dividend date is Friday, March 6th. This represents a $1.04 annualized dividend and a yield of 4.6%. Kimco Realty’s payout ratio is presently 128.40%.

Analyst Ratings Changes

A number of analysts have recently commented on KIM shares. Evercore ISI set a $24.00 price target on Kimco Realty in a research note on Friday. Robert W. Baird set a $25.00 price objective on shares of Kimco Realty in a report on Friday. Citigroup cut their target price on shares of Kimco Realty from $23.00 to $21.00 and set a “neutral” rating on the stock in a report on Wednesday, December 3rd. Morgan Stanley set a $23.50 price target on shares of Kimco Realty in a research report on Monday, January 5th. Finally, UBS Group lowered their price objective on shares of Kimco Realty from $30.00 to $26.00 and set a “buy” rating for the company in a research report on Thursday, January 8th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $23.97.

Kimco Realty Company Profile

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.