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

Kimco Realty (NYSE:KIM) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.810-1.840 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of -.

Kimco Realty Stock Up 0.0%

KIM stock traded up $0.01 on Thursday, reaching $23.65. 6,040,863 shares of the company traded hands, compared to its average volume of 4,114,805. Kimco Realty has a one year low of $19.76 and a one year high of $24.31. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.31 and a quick ratio of 3.31. The company has a market cap of $15.95 billion, a P/E ratio of 29.20, a price-to-earnings-growth ratio of 1.32 and a beta of 1.03. The firm has a fifty day simple moving average of $23.17 and a 200-day simple moving average of $21.68.

Kimco Realty (NYSE:KIM) last posted its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.46 earnings per share for the quarter, beating analysts’ consensus estimates of $0.45 by $0.01. Kimco Realty had a return on equity of 5.49% and a net margin of 27.32%.The company had revenue of $558.02 million during the quarter, compared to analyst estimates of $542.53 million. During the same quarter last year, the company earned $0.44 EPS. The firm’s revenue for the quarter was up 4.0% on a year-over-year basis. Kimco Realty has set its FY 2026 guidance at 1.810-1.840 EPS. Research analysts anticipate that Kimco Realty will post 1.82 earnings per share for the current year.

Kimco Realty Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, June 18th. Shareholders of record on Friday, June 5th will be issued a $0.26 dividend. The ex-dividend date of this dividend is Friday, June 5th. This represents a $1.04 dividend on an annualized basis and a dividend yield of 4.4%. Kimco Realty’s dividend payout ratio (DPR) is presently 128.40%.

Analyst Upgrades and Downgrades

A number of analysts have commented on KIM shares. Truist Financial lifted their target price on Kimco Realty from $22.00 to $23.00 and gave the stock a “hold” rating in a report on Monday, March 23rd. Piper Sandler lifted their target price on Kimco Realty from $26.00 to $28.00 and gave the stock an “overweight” rating in a report on Tuesday, February 17th. Wall Street Zen raised Kimco Realty from a “sell” rating to a “hold” rating in a report on Sunday. Scotiabank lifted their target price on Kimco Realty from $22.00 to $24.00 and gave the stock a “sector perform” rating in a report on Tuesday, March 24th. Finally, Mizuho set a $21.00 target price on Kimco Realty in a report on Friday, January 9th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $24.73.

Key Kimco Realty News

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

• Positive Sentiment: Q1 results topped expectations: Kimco reported $0.46 EPS vs. $0.45 consensus and revenue of $558.0M vs. $542.5M consensus; management cited stronger leasing, rent growth and higher occupancy as drivers. This beat supports near‑term earnings visibility. Kimco Realty Corporation Q1 2026 Earnings Call Summary
• Positive Sentiment: Leasing momentum and pipeline: Kimco leased 4.4M sq. ft. in Q1 with new‑lease spreads of ~24% and reported a record $77M of future ABR from signed‑but‑not‑open deals — a clear positive for forward FFO and cash flow. Kimco Realty® Announces First Quarter 2026 Results
• Positive Sentiment: Dividend maintained/declared: Board declared a $0.26 quarterly dividend (annualized yield ~4.4%), reinforcing income appeal for REIT investors and supporting demand from yield‑sensitive holders.
• Neutral Sentiment: FY‑2026 guidance tightened but largely in line with street: Kimco set FY2026 EPS/FFO guidance to $1.81–$1.84 (consensus ~$1.82). Tightening narrows uncertainty, but the midpoint is broadly in line with expectations so it’s more confirmatory than aggressive upside. Kimco tightens 2026 FFO outlook to $1.81-$1.84 as signed-but-not-open pipeline reaches $77M ABR
• Neutral Sentiment: Supporting materials available: Management’s earnings presentation and full call transcript were posted, offering detail on leasing trends, occupancy and capital deployment for investors doing deeper due diligence. Kimco Realty Corporation (KIM) Q1 2026 Earnings Call Transcript

Hedge Funds Weigh In On Kimco Realty

Institutional investors and hedge funds have recently modified their holdings of the company. Ceeto Capital Group LLC boosted its stake in shares of Kimco Realty by 18.2% in the 4th quarter. Ceeto Capital Group LLC now owns 32,500 shares of the real estate investment trust’s stock worth $659,000 after buying an additional 5,000 shares during the last quarter. Menard Financial Group LLC purchased a new position in Kimco Realty during the fourth quarter valued at $593,000. Meeder Advisory Services Inc. lifted its position in Kimco Realty by 14.1% during the fourth quarter. Meeder Advisory Services Inc. now owns 26,582 shares of the real estate investment trust’s stock valued at $539,000 after purchasing an additional 3,285 shares in the last quarter. Abel Hall LLC purchased a new position in Kimco Realty during the third quarter valued at $485,000. Finally, MML Investors Services LLC lifted its position in Kimco Realty by 3.0% during the fourth quarter. MML Investors Services LLC now owns 23,123 shares of the real estate investment trust’s stock valued at $469,000 after purchasing an additional 675 shares in the last quarter. 89.25% of the stock is currently owned by hedge funds and other 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.