KIM
Kimco Realty·NYSE
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KIM fundamentals
Kimco Realty (KIM) released its earnings on Feb 12, 2026: revenue was 538.07M (YoY +3.26%), beat estimates; EPS was 0.21 (YoY -8.70%), beat estimates.
Revenue / YoY
538.07M
+3.26%
EPS / YoY
0.21
-8.70%
Report date
Feb 12, 2026
KIM Earnings Call Summary for Q4,2025
- Record Growth: 6.7% FFO per share growth in 2025, highest in REIT sector, with 3% same-store NOI growth.
- Occupancy Milestones: 96.4% portfolio occupancy, 92.7% small shop occupancy (highest since 2019), and 390 bps SNO pipeline ($73M future rent).
- Capital Recycling: $300M-$500M dispositions at 5%-6% cap rates to fund accretive acquisitions and 9% FFO-yielding buybacks.
- Digital Efficiency: $3M G&A savings from org restructuring, automation tools reducing manual processes by 30%.
- Multifamily Expansion: 3,700 entitled units with focus on low-CapEx ground leases and JVs.
- Credit Strength: A3 Moody's rating, 5.4x debt/EBITDA, and $2.2B liquidity for flexible execution.
EPS
Actual | 0.19 | 0.0469 | 0.0625 | 0.45 | 0.1418 | 0.1497 | 0.0782 | 0.1859 | 0.37 | -0.21 | 0.08 | -0.09 | 0.4213 | 0.16 | 0.18 | 0.22 | -0.03 | 0.17 | 0.19 | 0.23 | 0.18 | 0.23 | 0.19 | 0.21 | |||||||||||||||
Forecast | 0.1736 | 0.061 | 0.065 | 0.1017 | 0.1009 | 0.1184 | 0.1407 | 0.1601 | 0.1475 | 0.1487 | 0.1636 | 0.164 | 0.205 | 0.139 | 0.1593 | 0.1586 | 0.1812 | 0.1558 | 0.1689 | 0.1791 | 0.1717 | 0.1705 | 0.1785 | 0.1764 | |||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +9.45% | -23.11% | -3.85% | +342.48% | +40.54% | +26.44% | -44.42% | +16.11% | +150.85% | -241.22% | -51.10% | -154.88% | +105.51% | +15.11% | +12.99% | +38.71% | -116.56% | +9.11% | +12.49% | +28.42% | +4.83% | +34.90% | +6.44% | +19.05% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 286.00M | 235.96M | 256.61M | 266.32M | 278.87M | 285.73M | 364.69M | 420.40M | 422.65M | 423.27M | 429.04M | 435.88M | 438.34M | 439.01M | 441.82M | 447.89M | 498.90M | 496.22M | 502.88M | 521.06M | 531.29M | 520.93M | 531.11M | 538.07M |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 281.81M | 246.51M | 262.92M | 262.02M | 265.16M | 272.05M | 361.05M | 392.63M | 417.13M | 415.75M | 420.20M | 427.84M | 437.00M | 435.99M | 436.64M | 446.85M | 482.24M | 503.52M | 502.78M | 516.51M | 524.66M | 524.77M | 523.18M | 537.89M |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +1.49% | -4.28% | -2.40% | +1.64% | +5.17% | +5.03% | +1.01% | +7.07% | +1.32% | +1.81% | +2.10% | +1.88% | +0.31% | +0.69% | +1.18% | +0.23% | +3.46% | -1.45% | +0.02% | +0.88% | +1.26% | -0.73% | +1.52% | +0.03% |
Earnings Call
You can ask Aime
Did Kimco Realty beat or miss consensus estimates last quarter?What is Kimco Realty's latest dividend and current dividend yield?What is Kimco Realty's gross profit margin?What guidance did Kimco Realty's management provide for the next earnings period?What is the market's earnings forecast for Kimco Realty next quarter?What does Kimco Realty do and what are its main business segments?What were the key takeaways from Kimco Realty’s earnings call?What factors drove the changes in Kimco Realty's revenue and profit?
