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Kimco Realty

KIM · Real Estate

Last earnings Oct 29, 2026

Key results

Operating incomequarter

4.9%

• Grew same property net operating income* ( NOI ) 4.9% year-over-year.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net incomequarter

$272.5 million

Financial Results Net income for the third quarter of 2026 was $272.5 million, or $0.41 per diluted share, compared to $130.2 million, or $0.19 per diluted share, for the third quarter of 2025.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

AI analysis

Q3 2026 · reported Oct 29, 2026

Based on: Earnings release + parent 8-K — transcript not held

Diluted EPS · Q3 2026
$0.41
EX-99 · Oct 29, 2026
Net income · Q3 2026
$272.5M
EX-99 · Oct 29, 2026

Headline figures

MetricQ3 2026Prior qtrYear ago
Operating income4.9%3.5%—
Net income$272.5 million$145.8 million—

EX-99 · Oct 29, 2026

Guidance · company-stated

Direction: Raised

Company outlook

“1 Kimco Realty Announces Third Quarter 2026 Results – Portfolio Occupancy Reaches All-time High – – Raises 2026 Outlook on Growth in Net Income & FFO – – Same Property NOI Growth Accelerates – JERICHO, New York , October 29, 2026 - Kimco Realty (NYSE: KIM), a real estate investment trust (“REIT”) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, today reported results for the third quarter ended September 30, 2026.”

Company outlook

“This positive momentum allowed us to again raise our full year guidance, which would mark the third consecutive year of FFO per share growth above 5%.”

Company outlook

“2026 Full Year Outlook The company has raised its 2026 outlook for Net income and FFO per diluted share as follows: Current Previous Net income: $1.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.28

• Repurchased 6.3 million shares of common stock totaling $150 million and repurchased approximately $74 million of preferred stock.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Our third quarter results reflect strong execution, with record occupancy, significant pricing power on new leases and further acceleration in same property NOI growth

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Raised

Company outlook: “1 Kimco Realty Announces Third Quarter 2026 Results – Portfolio Occupancy Reaches All-time High – – Raises 2026 Outlook on Growth in Net Income & FFO – – Same Property NOI Growth Accelerates – JERICHO, New York , October 29, 2026 - Kimco Realty (NYSE: KIM), a real estate investment trust (“REIT”) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, today reported results for the third quarter ended September 30, 2026.”

Company outlook: “This positive momentum allowed us to again raise our full year guidance, which would mark the third consecutive year of FFO per share growth above 5%.”

Company outlook: “2026 Full Year Outlook The company has raised its 2026 outlook for Net income and FFO per diluted share as follows: Current Previous Net income: $1.”

Company outlook — Raised (“Raises”)
“1 Kimco Realty Announces Third Quarter 2026 Results – Portfolio Occupancy Reaches All-time High – – Raises 2026 Outlook on Growth in Net Income & FFO – – Same Property NOI Growth Accelerates – JERICHO, New York , October 29, 2026 - Kimco Realty (NYSE: KIM), a real estate investment trust (“REIT”) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States, today reported results for the third quarter ended September 30, 2026.”

Company outlook — Raised (“raise”)
“This positive momentum allowed us to again raise our full year guidance, which would mark the third consecutive year of FFO per share growth above 5%.”

Company outlook — Raised (“raised”)
“2026 Full Year Outlook The company has raised its 2026 outlook for Net income and FFO per diluted share as follows: Current Previous Net income: $1.”

Classified from the release's primary full-year outlook statement.

Capital allocation

• Repurchased 6.3 million shares of common stock totaling $150 million and repurchased approximately $74 million of preferred stock.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

During the quarter, we sold a multifamily property at approximately a 5% cap rate and redeployed the capital toward the repurchase of $150 million of our common stock at an implied cap rate in the mid-7% range, while continuing to recycle lower-growth ground leases into higher-growth grocery-anchored centers, said Conor Flynn, Kimco CEO.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

• Repurchased 753,707 depositary shares of the company’s 7.25% Class N Convertible Preferred Stock for $48.2 million, or an average of $64.00 per share.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The company also repurchased 624,716 Class L depositary shares for $12.5 million and 654,969 depositary shares of its Class M Preferred Stock for $13.3 million, at average prices of $19.94 and $20.34 per share, respectively.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

• Repurchased 6.3 million shares of common stock at a weighted average price of $23.81 per share, including fees and commissions, for a total of $150 million.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Dividend Declarations • The board of directors declared a cash dividend of $0.28 per common share (equivalent to $1.12 per annum), representing a 7.7% increase over the quarterly dividend in the corresponding period of the prior year.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Strategy & priorities

The sale, which was previously announced, reflects Kimco's continued focus on optimizing portfolio growth by recycling capital from assets with lower contractual rent growth into higher-yielding investments.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

The company’s portfolio is strategically concentrated in the first-ring suburbs of the top major metropolitan markets, including high-barrier-to-entry coastal markets and Sun Belt cities.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Forward-looking statements, which are based on certain assumptions and describe the Company’s future plans, strategies and expectations, are generally identifiable by use of the words “believe,” “expect,” “intend,” “commit,” “anticipate,” “estimate,” “project,” “will,” “target,” “plan,” “forecast” or similar expressions.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Bujnicki Senior Vice President, Investor Relations and Strategy Kimco Realty Corporation (833) 800-4343 dbujnicki@kimcorealty.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Risks & headwinds

You should not rely on forward-looking statements since they involve known and unknown risks, uncertainties and other factors which, in some cases, are beyond the Company’s control and could materially affect actual results, performance or achievements.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

federal income tax purposes and potential risks and uncertainties in connection with its UPREIT structure, and (xxiv) other risks and uncertainties identified under Item 1A, “Risk Factors” and elsewhere in our most recent Annual Report on Form 10-K and in the Company’s other filings with the Securities and Exchange Commission (“SEC”).

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

What changed vs prior quarter

Operating income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Kimco Realty — Earnings release (8-K exhibit)EX-99Oct 29, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

KE Holdings (BEKE) Real EstateInvitation Homes (INVH) Real EstateEquinix (EQIX) Real EstateAlexandria Real Estate Equities (ARE) Real EstateIron Mountain (IRM) Real EstateVici Properties (VICI) Real EstateMid-America Apartment Communities (MAA) Real EstateVivmark Residential (VMRK) Real Estate
Documents

Filings

26 documents

Earnings releases

11 documents

Presentations

0 documents

No presentations for Kimco Realty are held in this edition of the library.

Transcripts

0 documents

No transcripts for Kimco Realty are held in this edition of the library.

Mentioned by

3 companies

Other tracked companies whose held documents mention Kimco Realty by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.