KIM · Full Picture

KIMCO REALTY CORP — the full picture

Trailing window · 2026-05-12 to 2026-08-10

One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.

What to look at first

  1. Occupancy and Leasing Activity · Demand, orders & backlogPriority 70
    +11.7% revenue; 2 sources (news, press_release); 1 forward row(s); quote_verified
    The spread between pro-rata leased versus economic occupancy rates was 400 basis points, representing $75 million in future rents from signed leases not yet commenced.
  2. Operating Expense Trends · Operating expenses (SG&A)Priority 69
    -23.0% net_income; 3 forward row(s); quote_verified
    Year-to-date consolidated interest expense and preferred stock dividends was $182 million and full year outlook was lowered to $368 to $372 million (previous $369 to $376 million).
  3. Acquisition / Partnership / Divestiture · M&A and divestituresPriority 62
    2 sources (news, press_release); 4 forward row(s); quote_verified
    Subsequent to quarter end, sold four Costco-anchored assets for aggregate proceeds of approximately $127 million.
  4. Capital Return Program · Buybacks & dividendsPriority 61
    3 forward row(s); quote_verified
    In connection with the notes offering, the company repurchased approximately 4.1 million shares of common stock totaling $104.7 million at $25.38 per share.
  5. Same-Property NOI Growth · Revenue growth & mixPriority 61
    1 forward row(s); quote_verified
    Year-to-date through 6.30.26 same property NOI growth was +2.6% and the company’s current full year assumption for same property NOI growth is +3.0% to +3.5% (previous range +2.8% to +3.5%).
  6. Capital Expenditure Outlook · Capital expenditurePriority 56
    1 forward row(s); extracted
    Year-to-date leasing and maintenance capex was $115 million and full year outlook remains unchanged at $275 to $300 million.
  7. Liquidity and Debt Position · UnclassifiedPriority 56
    quote_verified
    Kimco issued $600 million in exchangeable notes during the quarter.
  8. Revenue Performance and Mix · Revenue growth & mixPriority 54
    +2.1% net_income; 2 sources (news, press_release); 2 forward row(s); quote_verified
    Year-to-date non-cash GAAP revenues were $35 million and the company’s current full year outlook for non-cash GAAP revenues is $48 to $53 million (previous $45 to $50 million).
  9. Guidance / Outlook · Guidance & outlookPriority 44
    2 sources (news, press_release); 2 forward row(s); quote_verified
    The company raised its 2026 full year Net income outlook to $1.00 to $1.03 per diluted share (previously $0.83 to $0.87).
  10. Liquidity and Debt Position · Debt, leverage & refinancingPriority 43
    -0.6% net_income; 4 forward row(s); quote_verified
    Issued $600.0 million aggregate principal amount of 3.50% exchangeable senior notes due 2031.
  11. Quarterly Dividend Declaration · Buybacks & dividendsPriority 37
    2 forward row(s); quote_verified
    PensionDanmark Pensionsforsikringsaktieselskab increased its stake in Kimco Realty Corporation by 221.1% in the second quarter.
  12. Rental Rate / Leasing Spreads · Pricing & realizationPriority 28
    quote_verified
    Blended pro-rata cash rent spreads on comparable spaces during the second quarter were 13.1% overall.

Threads by pillar

Revenue & Demand Priority 75 · 4 threads

Costs & Margins Priority 69 · 1 thread

Capital & Balance Sheet Priority 69 · 4 threads

Strategy & Portfolio Priority 62 · 1 thread

Guidance & Outlook Priority 44 · 1 thread

Unclassified Priority 56 · 1 thread

Expected impact by metric

metricforward netforward grossrealized
net_income-21.4%+25.7%+2.1%
revenue+13.1%+13.1%+4.7%