KIM · Real Estate

KIMCO REALTY CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-08-06

• Liquidity and Debt PositionImportance 64 · Surprise 42
  Kimco issued $600 million of exchangeable notes during the second quarter of 2026. The financing left the company with significant liquidity at quarter-end. The proceeds and liquidity support the company’s…

News · 2026-08-05

• Liquidity and Debt PositionImportance 64 · Surprise 42
  Kimco issued $600 million of exchangeable notes during the second quarter of 2026. The financing left the company with significant liquidity at quarter-end. The proceeds and liquidity support the company’s…
• Guidance and OutlookImportance 51 · Surprise 60
  Kimco raised its 2026 outlook following second-quarter operating gains. Full-year FFO per diluted share is expected to range from $1.83 to $1.84, with management increasing the lower end of its guidance. The revised…
• Quarterly Dividend DeclarationImportance 44 · Surprise 58
  Kimco Realty increased its quarterly common dividend to $0.28 per share, representing a 12% increase from the corresponding prior-year quarter. The annualized dividend is $1.12 per share. The dividend is payable…
• Revenue Performance and MixImportance 36 · Surprise 40
  Kimco Realty reported second-quarter 2026 revenue of $550.8 million, up 4.9% year over year and above the $547.06 million consensus estimate. Revenue growth was driven by the rental properties segment and continued…

8-K · 2026-08-04

• Capital Expenditure OutlookImportance 90 · Surprise 84
  Kimco’s 2026 redevelopment capital-expenditure outlook is $125 million to $150 million, compared with a previous range of $100 million to $150 million. Year-to-date redevelopment capex was $82 million through June 30,…
• Liquidity and Debt PositionImportance 69 · Surprise 50
  Kimco issued $600.0 million of 3.50% exchangeable senior notes due 2031 during the quarter. Immediate liquidity was $2.7 billion at June 30, 2026, including $700 million of cash, cash equivalents and restricted cash…
• Capital Return ProgramImportance 68 · Surprise 58
  Kimco increased its quarterly common dividend 12.0% year-over-year to $0.28 per share, or $1.12 annualized, payable September 17, 2026. In connection with its exchangeable-notes offering, the company repurchased…
• Same-Property NOI GrowthImportance 65 · Surprise 32
  Second-quarter same-property NOI increased 3.5% year-over-year to $403.2 million from $389.6 million. The increase was driven by a 2.6% increase in minimum rents. Credit loss was 57 basis points of total pro-rata…
• Guidance / OutlookImportance 61 · Surprise 76
  Kimco raised its 2026 net income outlook to $1.00–$1.03 per diluted share from $0.83–$0.87 and its FFO outlook to $1.83–$1.84 from $1.81–$1.84. The revised outlook assumes 2026 same-property NOI growth of 3.0%–3.5%,…
• Acquisition / Partnership / DivestitureImportance 58 · Surprise 42
  Kimco sold The Milton, a 253-unit multifamily building at Pentagon Centre in Pentagon City, Virginia, for $142.3 million, including a $78.2 million pro-rata share, marking its first multifamily asset disposition.…
• Capital Return Program (Dividend)Importance 50 · Surprise 58
  Kimco’s board increased the quarterly common dividend by 12.0% year over year to $0.28 per share, equivalent to $1.12 annually. The dividend is payable September 17, 2026, to shareholders of record on September 4,…
• Revenue Performance and MixImportance 42 · Surprise 14
  Second-quarter total revenue increased 4.9% year-over-year to $550.8 million from $525.2 million, including a $25.5 million increase in net rental-property revenue to $546.4 million. Net income available to common…
• Rental Rate / Leasing SpreadsImportance 40 · Surprise 56
  Comparable new leases generated pro-rata cash rent spreads of 40.4%, while renewal spreads were 6.1% and option spreads were 8.0%. The blended spread across comparable spaces was 13.1% for the quarter. Management…
• Operating Expense TrendsImportance 38 · Surprise 14
  Second-quarter total operating expenses decreased 0.6% year-over-year to $356.0 million from $358.3 million. Real estate taxes increased $4.7 million to $71.2 million and operating and maintenance expense increased…
• Occupancy and Leasing ActivityImportance 25 · Surprise 32
  Kimco executed 461 leases covering 2.5 million square feet during the second quarter, producing a 13.1% blended pro-rata cash rent spread on comparable spaces. New leases generated a 40.4% cash rent spread, while…

News · 2026-08-04

• Liquidity and Debt PositionImportance 64 · Surprise 42
  Kimco issued $600 million of exchangeable notes during the second quarter of 2026. The financing left the company with significant liquidity at quarter-end. The proceeds and liquidity support the company’s…
• Guidance and OutlookImportance 51 · Surprise 60
  Kimco raised its 2026 outlook following second-quarter operating gains. Full-year FFO per diluted share is expected to range from $1.83 to $1.84, with management increasing the lower end of its guidance. The revised…
• Guidance / OutlookImportance 51 · Surprise 60
  Kimco raised its full-year 2026 outlook after second-quarter leasing gains and record portfolio occupancy. Reported coverage indicates adjusted EPS guidance of $1.83-$1.84 per diluted share, with the lower end…
• Quarterly Dividend DeclarationImportance 44 · Surprise 58
  Kimco Realty increased its quarterly common dividend to $0.28 per share, representing a 12% increase from the corresponding prior-year quarter. The annualized dividend is $1.12 per share. The dividend is payable…
• Occupancy and Leasing ActivityImportance 40 · Surprise 56
  Kimco Realty’s portfolio occupancy reached a record 96.4%, reflecting strong leasing activity across its open-air, grocery-anchored shopping centers and mixed-use properties. New-lease spreads reached 40.4%, indicating…
• Revenue Performance and MixImportance 36 · Surprise 40
  Kimco Realty reported second-quarter 2026 revenue of $550.8 million, up 4.9% year over year and above the $547.06 million consensus estimate. Revenue growth was driven by the rental properties segment and continued…
• Acquisition / Partnership / DivestitureImportance 34 · Surprise 42
  Kimco continued its capital-recycling strategy through strategic asset sales and acquisitions intended to optimize the portfolio. Management reportedly completed its first full-cycle monetization of a ground-up…