Kimco Realty Corporation · KIM · Next earnings

Kimco Realty Corporation reports Thursday, Feb 11, 2027

KIM reports before market open with consensus EPS at $0.21 and revenue at $557.5M. Last quarter: Kimco raises 2026 outlook as occupancy and lease spreads strengthen

Reports Before market open99 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.21 Calendar consensus
Consensus revenue $557.5M Calendar consensus
Report date Feb 11, 2027 Thursday, date estimated
Session Before market open 99 days away

Where KIM left off: FY2026 Q3

Full report

Kimco raises 2026 outlook as occupancy and lease spreads strengthen

EPS surprise +101.6% Reported $0.41 vs $0.20
Revenue surprise -0.5% Reported $546.1M vs $549.1M
Stock move +4.4% Event window
Subsequent drift 0.0% Up to 20 sessions

Raised: full-year FFO guidance to $1.84-$1.86 per share and same-property NOI growth guidance to 3.5%-3.8%.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Timing of fourth-quarter acquisitions and structured-investment deployments.
  • Higher interest rates affecting cap rates and financing costs.
  • Consumer-spending pressure and retailer cost pressures affecting rent growth.
  • Potential competition for preferred-equity investments and limits to future rent-growth momentum.

Questions analysts left open

  • Visibility and timing of fourth-quarter acquisitions and structured-investment activity.
  • Potential compression of preferred-equity yields as private-capital competition increases.
  • Impact of credit-loss assumptions and non-cash GAAP revenue on guidance.
  • Drivers behind the increase in lease termination fees.

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Recent KIM quarters

All KIM earnings
+4.4%FY2026 Q3-1.6%FY2026 Q20.0%FY2026 Q1+1.5%FY2025 Q4

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.