Kimco Realty (KIM)
Owns and leases grocery-anchored open-air shopping centers across major U.S. metropolitan markets.
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Owns and leases open-air, grocery-anchored shopping centers and selected mixed-use properties across major U.S. coastal and Sun Belt markets. Rental income from a diversified tenant base drives its single real estate segment, supplemented by redevelopment and structured investments.
Owns and operates a U.S. portfolio of open-air, grocery-anchored shopping centers and selected mixed-use properties. Rental income comes from leasing space to a diversified base of grocers, essential retailers, restaurants, service providers and other tenants. The portfolio is concentrated in first-ring suburbs across major coastal and Sun Belt metropolitan markets.
Leasing, property operations, asset management and redevelopment are handled through an internally managed REIT platform. Scale supports national retailer relationships, while redevelopment, re-tenanting, acquisitions, dispositions and structured real estate investments recycle capital and adapt sites to local demand.
Results depend on tenant rent payments and renewals, occupancy, lease economics, operating costs and redevelopment execution. Retailer health, e-commerce-driven shifts in space demand, interest rates, access to debt and equity financing, and continued compliance with REIT rules shape cash flows and capital allocation.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 11, 2026 | Goldman Sachs | Reiterate | Rating: —Target: — | Target: $28 |
| Jul 23, 2026 | Wells Fargo | Reiterate | Rating: —Target: $21 | Target: $26 |
| Jul 9, 2026 | UBS | Reiterate | Rating: —Target: $26 | Target: $29 |
| Jun 29, 2026 | Raymond James | Reiterate | Rating: —Target: $25 | Target: $29 |
| Jun 22, 2026 | Wolfe Research | Upgrade | Target: — | Target: $28 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $700.4M · Total debt $8.74B · Total assets $20.03B · Shareholders' equity $10.27B
- Revenue
- $550.8M
- Operating income
- $209.0M
- Net income
- $153.3M
HistoryDividendAnnual yield
| Institutions | ≈ 100.28% | 672.66M shares | |
|---|---|---|---|
| 701 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.56% | 3.73M shares | |
| 12 holders · as of Apr 3, 2026 | |||
| Adds to | 100.84% | ||
670.79M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 100.84%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.15% | 74.78M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 8.66% | 58.09M | as of Jun 30, 2026 |
Cohen & Steers, Inc.Institution | 8.44% | 56.64M | as of Jun 30, 2026 |
State Street CorpInstitution | 7.00% | 46.96M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.57% | 44.05M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 17, 2026 | Frank Lourenso | director | −8,594 | $23.14 |
| Sep 29, 2025 | Mary Hogan Preusse | director | −23,100 | $21.66 |
- Regency Centers
Closest grocery-anchored shopping-center REIT peer
- Brixmor Property Group
National open-air shopping-center REIT with grocery overlap
- Phillips Edison
Focused grocery-anchored neighborhood-center peer
- Federal Realty
Dense-market retail and mixed-use REIT with grocery overlap
- InvenTrust Properties
Sun Belt grocery-anchored retail-center peer
- Acadia Realty Trust
Retail REIT overlap in open-air centers and redevelopment
- Saul Centers
Mid-Atlantic grocery-anchored and mixed-use retail peer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kimco Realty | $22.29 | −1.11% | $15.20B | 25.3 | 26.1 | 6.9 | +4.9% |
| Regency Centers | $73.03 | −0.68% | $13.43B | 20.8 | 28.9 | 7.8 | +5.7% |
| Brixmor Property Group | $27.78 | −0.64% | $8.58B | 20.0 | 27.7 | 6.1 | +4.3% |
| Phillips Edison | $36.76 | −0.90% | $4.76B | 32.3 | 47.5 | 6.3 | +3.8% |
| Federal Realty | $110.18 | −0.25% | $9.54B | 22.0 | 34.9 | 7.1 | +7.7% |
| InvenTrust Properties | $30.49 | −0.57% | $2.39B | 152.8 | — | 7.5 | +13.3% |
| Acadia Realty Trust | $19.17 | −1.06% | $2.66B | 56.2 | 60.8 | 6.6 | −7.2% |
| Saul Centers | $29.82 | −1.36% | $741.5M | 21.1 | 96.2 | 2.5 | +8.6% |
| Median | 22.0 | 41.2 | 6.6 | +5.7% |