Kimco Realty Corporation (KIM) AI Stock Analysis

Kimco Realty Corporation is a real estate investment trust headquartered in Jericho, N.Y., that owns and operates open-air shopping centers and mixed-use properties across North America. The company focuses primarily on grocery-anchored shopping centers, ranking as one of the largest publicly traded owners and operators in the retail REIT sector. As of September 30, 2020, its portfolio included ownership interests in 400 U.S. properties spanning 70 million square feet of leasable space in major metropolitan markets. Employing 710 people, Kimco has been listed on the New York Stock Exchange since 1991 and is an S&P 500 constituent.

Between FY2021 and FY2025, Kimco Realty increased annual revenue from $1.36B to $2.14B, reflecting a 5-year revenue compound annual growth rate of 15.1%. Net income stood at $844.1M in FY2021 before moderating to $126.0M in FY2022 and rebounding to $584.1M in FY2025, resulting in diluted earnings per share of $0.74. Operating margin was 31.1% in FY2021 and reached 35.2% in FY2025, though gross margin contracted to 54.7% in FY2025 from 68.7% in FY2024. Over the trailing twelve months, revenue reached $2.19B with an operating margin of 36.6%. In the latest quarter ended June 30, 2026, revenue grew 4.9% year-over-year, while quarterly earnings declined 5.8%.

As of June 30, 2026, Kimco held $700.4M in cash and short-term investments alongside total debt of $8.74B, resulting in net debt of $8.04B. Total assets stood at $20.03B and shareholders' equity reached $10.27B, supporting a debt-to-equity ratio of 0.85 and a current ratio of 5.23. During FY2025, operating cash flow reached $1.12B. Capital allocation that year included capital expenditures of $347.6M, share buybacks of $123.8M, and dividends paid of $714.6M, while share count expanded 9.0% over 5 years.

At a closing price of $22.91, Kimco trades at a trailing P/E of 27.0x and a forward P/E of 27.5x, below the median of its S&P 500 Real Estate peers of 30.6x and 30.4x, respectively. Its enterprise value of $23.29B equates to an EV/EBITDA multiple of 16.0x, lower than the peer group median of 17.6x. The price-to-sales ratio is 7.0x compared to the sector median of 7.1x. Over the past year, Kimco gained 11.1%, trailing the S&P 500 return of 16.8%, while its 5-year return of 27.3% lagged the index return of 83.0%.

Kimco pays an annual forward dividend of $1.12 per share, yielding 4.89% on a quarterly schedule. The company has paid dividends for 35 consecutive years, with an annualized 5-year dividend growth rate of 13.3%. Its payout ratio stands at 101.0%, and the last ex-dividend date was September 4, 2026.

Wall Street coverage comprises 6 Strong Buy, 2 Buy, and 15 Hold recommendations, with 0 Sell ratings. The mean price target of $26.06 indicates a 13.7% premium over the last close of $22.91. For the fiscal year ending December 31, 2026, consensus estimates project revenue of $2.20B and EPS of $0.84, representing 13.6% earnings growth. Over the trailing four quarters, the company beat EPS estimates once. Kimco is scheduled to report earnings next on October 29, 2026.

This page is an AI-written research summary of Kimco Realty Corporation (KIM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

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