Kimco Realty Corporation · KIM-PL · FY2026 Q2 · Calendar Q3 2026

Kimco highlights occupancy, capital recycling and AI-led execution

Kimco's Q2 commentary supports a constructive operating outlook, led by retailer demand, high occupancy, capital recycling and execution initiatives. The main question is how consistently these drivers convert into earnings while interest-rate, credit and transaction risks remain.

Reported Before market openNYSEReal Estate $13.70B market cap
85quality score

Earnings scorecard

Reported versus consensus
Reported EPS $0.22 Consensus $0.20
EPS surprise +12.1% Reported versus consensus
Reported revenue $546.4M Consensus $543.8M
Revenue surprise +0.5% Reported versus consensus

Market reaction

unavailable
Stock move — Event window
SPY move — Same window
Abnormal move — Stock minus SPY
Volume — Versus trailing sessions
Subsequent drift — Up to 20 sessions
Price and volume data were unavailable at publication time.

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Transcript intelligence

What changed

Management emphasized record small-shop occupancy, two Florida grocery-anchored acquisitions, mixed-use asset monetizations and the new One Kimco operating model. The company also raised the lower end of its full-year FFO outlook and increased its dividend.

Guidance delta

Full-year FFO guidance was raised at the lower end, according to the supplied analysis. Management also targeted incremental same-property NOI growth of 3%–3.5% in the back half of 2026.

Key takeaways

  • Retailer demand and occupancy remained strong, with record small-shop occupancy highlighted.
  • Capital recycling and 1031-exchange acquisitions are central to growth without external equity.
  • One Kimco and AI tools are intended to improve operating leverage and execution speed.

Management priorities

  • Continue disciplined acquisitions and capital recycling.
  • Monetize mixed-use assets and advance the redevelopment and entitlement pipeline.
  • Scale the One Kimco operating model and AI-enabled tools across the portfolio.

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Earnings History

Estimate Beat Miss Match
KIM-PL REVENUE earnings history estimate and actual scatter chart 10 reported fiscal quarters and 4 future estimate-only quarters. Q4 '23 actual $457M, None Q1 '24 actual $507M, None Q2 '24 actual $505M, None Q3 '24 actual $503M, None Q2 '25 estimate $525M Q2 '25 actual $521M, miss Q3 '25 estimate $523M Q3 '25 actual $531M, beat Q4 '25 estimate $537M Q4 '25 actual $538M, beat Q1 '26 estimate $543M Q1 '26 actual $553M, beat Q2 '26 estimate $544M Q2 '26 actual $546M, beat Q3 '26 estimate $549M Q3 '26 actual $540M, miss Q4 '26 estimate $559M Q1 '27 estimate $571M Q2 '27 estimate $575M Q3 '27 estimate $579M
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Analyst Consensus ?

ConsensusHold26 ratings
Bullish1246.2%
Neutral1453.8%
Bearish00.0%

Firm-level rating actions

FMP grade actions identify the grading firm, not a named analyst.

FirmRatingPrior ratingActionDate
Truist Securities Hold HoldMaintainOct 16, 2023
Stifel Buy BuyMaintainOct 2, 2023
Wells Fargo Equal Weight UnderweightUpgradeSep 19, 2023
Mizuho Buy NeutralUpgradeSep 17, 2023
Compass Point Buy NeutralUpgradeAug 28, 2023
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Company context

Snapshot as of publication

Kimco Realty Corp. (NYSE:KIM) is a real estate investment trust (REIT) headquartered in Jericho, N.Y. that is one of North America's largest publicly traded owners and operators of open-air, grocery-anchored shopping centers and mixed-use assets. As of September 30, 2020, the company owned interests in 400 U.S. shopping centers and mixed-use assets comprising 70 million square feet of gross leasable space primarily concentrated in the top major metropolitan markets. Publicly traded on the NYSE since 1991, and included in the S&P 500 Index, the company has specialized in shopping center acquisitions, development and management for more than 60 years.

Historical context

All KIM-PL earnings
—FY2026 Q3 · Calendar Q4 2026

Real Estate peers this season

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WY Weyerhaeuser Company FY2026 Q3 · Calendar Q4 2026 +128.3% +3.0% Weyerhaeuser: Timberlands Strengthen as Growth Projects Advance
DLR-PL Digital Realty Trust, Inc. FY2026 Q3 · Calendar Q4 2026 -8.4% — Digital Realty raises guidance as AI demand lifts leasing and backlog
DLR-PK Digital Realty Trust, Inc. FY2026 Q3 · Calendar Q4 2026 -8.4% — Digital Realty Q3: Record Leasing and Higher FFO Guidance

Latest beats and misses

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Sources

  1. Earnings call transcript and parsed analysis · 2026-08-04T21:08:35.306954+00:00
  2. FN2 earnings calendar · 2026-09-09T01:23:14.388487+00:00
  3. Polygon adjusted daily market bars

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated · As of 2026-10-31. For educational purposes only; not investment advice.