$KIM

Kimco Realty (KIM) and Simon Property Group (SPG) led retail REIT gains in 2026, up 19% and 18% respectively, while Realty Income (O) rose 11%. All outperformed the Vanguard Real Estate ETF (VNQ), which gained 10%. Kimco has a $16.11B market cap, Simon $70.78B, and Realty Income $59.39B. Realty Income highlights its 673 consecutive monthly dividends and investment-grade credit ratings.

Kimco (KIM) reported Q2 2026 FFO per diluted share of $0.46, up 4.5% year over year. Same-property NOI grew 3.5% and occupancy was 96.4%. The company raised full-year FFO guidance to $1.83 to $1.84 per share and same-property NOI guidance to 3.0% to 3.5%, issued $600m exchangeable notes, and declared a $0.28 dividend.

Kimco Realty reported record occupancy (92.9% small shop, 96.4% portfolio) and said it launched its “One Kimco” operating model. It raised full-year FFO guidance midpoint and increased the common dividend 12%. The company issued $600m 3.5% exchangeable notes, reported $2.7b liquidity, and projected $33m cash rent from the SNO pipeline in 2026.

Kimco Realty acquired two grocery-anchored retail centers in Broward County from KPR Centers for $109M total, according to property records. Kimco paid $56M for Sunshine Plaza (Publix, Marshalls) and $53M for Pompano Marketplace (Walmart Neighborhood Market). KPR previously bought Sunshine Plaza for $28.5M in 2014 and Pompano Marketplace for $46.8M in 2015.

Kimco Realty (KIM) is set to report Q2 2025 earnings on Aug. 4 before the open, with analysts expecting EPS of $0.46, up from $0.44 a year earlier. For fiscal 2026, consensus calls for EPS of $1.83. On June 11, Kimco priced $525M of 3.50% exchangeable senior notes due 2031. Analysts rate KIM a Moderate Buy, with a $26.29 average target.

The article says commercial real estate stayed stable in Q1 2026 despite high financing conditions, citing UBS that debt availability rose 52% year over year. It also notes office property stocks up 35% in the June quarter, per Barron’s. It lists hedge-fund-favored REITs, including Kimco Realty (KIM) with $28 targets and Realty Income (O) with analyst targets around $67–$69.

Jefferies Financial Group upgraded Kimco Realty (NYSE:KIM) to a “Hold” rating, according to a research report cited by Zacks.com. Other firms adjusted targets: JPMorgan raised its target to $25 (neutral), while Wolfe set $28 (outperform) and Evercore set $25. Kimco reported Q1 EPS of $0.46 vs $0.45 and revenue of $558.02M vs $542.73M.

Kimco Realty OP, LLC priced an upsized $525 million private placement of 3.50% exchangeable senior notes due June 15, 2031, up from $500 million, with a 13-day option for up to an additional $75 million. Notes mature in 2031 and pay semiannual interest starting Dec. 15, 2026; Kimco guarantees. Initial exchange: 30.9028 shares per $1,000, about a 27.5% premium. Net proceeds: $513.5 million ($587.0 million if option exercised). Kimco plans to use about $104.7 million to repurchase 4.13 million sha

Kimco Realty (NYSE: KIM) said management will present at Nareit’s REITweek Investor Conference on Wednesday, June 3, 2026, from 2:00–2:30 p.m. ET. The company will provide a live webcast and make conference audio available on its investor relations site until Aug. 2, 2026.

Kimco Realty Corporation (NYSE: KIM) held its 2026 Annual Meeting where shareholders approved executive compensation and ratified PricewaterhouseCoopers LLP as independent auditors. The report details company information, voting results, and confirms Kimco is not an Emerging Growth Company, subjecting it to full SEC disclosure requirements. The filing was largely procedural with no price-sensitive surprises or major strategic changes reported.