Citable filing context
KIM's research view summarizes recent SEC filing context, starting with earnings from Aug 4, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 4, 2026 | earnings | Kimco Realty reported Q2 2026 net income of $145.8 million and increased its common dividend by 12%. |
| Jun 15, 2026 | debt_offering | Kimco Realty OP, LLC issued $600 million of 3.50% Exchangeable Senior Notes due 2031. |
| Jun 11, 2026 | debt_offering | Kimco Realty OP, LLC priced a $525 million offering of 3.50% Exchangeable Senior Notes due 2031. |
| Aug 4, 2026 | Guidance: ffo_per_share | 1.83 to 1.84 |
| Aug 4, 2026 | Guidance: net_income_per_share | 1.00 to 1.03 |
| Feb 10, 2022 | Guidance: nareit_ffo_per_diluted_share | 1.46 to 1.50 |
| Aug 4, 2026 | mda_quarterly | Kimco Realty Corporation, a self-administered REIT, maintains a portfolio of 564 U.S. open-air, grocery-anchored shopping centers and mixed-use properties totaling 99.5 million square feet. As of June 30, 2026, the company reported strong operational performance, with Same Property Net Operating Income (NOI) increasing 3.5% for the second quarter and 2.6% for the six-month period, driven primarily by robust leasing activity and reduced credit losses. Net income available to common shareholders reached $303.1 million for the first half of 2026, up from $280.6 million in the prior year. The company’s liquidity remains stable, supported by a $2.0 billion green credit facility and a new $750 million commercial paper program. In June 2026, Kimco issued $600 million in exchangeable senior notes, utilizing a portion of the proceeds to repurchase 4.1 million shares of common stock. Management continues to prioritize redevelopment and re-tenanting, with capital expenditures for these efforts totaling $173.6 million in the first half of 2026. Key risks include elevated inflation, interest rate volatility, and potential tenant bankruptcies, particularly given the company’s exposure to major retailers like TJX, Ross Stores, and Whole Foods. Kimco remains committed to its REIT status and dividend policy, recently increasing its quarterly common dividend by 7.7%. |
| Apr 30, 2026 | mda_quarterly | Kimco Realty Corporation, a REIT specializing in U.S. open-air, grocery-anchored shopping centers and mixed-use properties, reported net income available to common shareholders of $157.4 million for the first quarter of 2026, up from $125.1 million in the prior year. Same property NOI increased 1.7% to $402.3 million, driven primarily by an $8.7 million rise in minimum rent resulting from strong leasing activity. Diluted FFO per share rose to $0.46. During the quarter, the company executed 469 leases totaling 3.9 million square feet, with new leases averaging $29.87 per square foot. Major tenants include The TJX Companies, Ross Stores, and Burlington Stores. Liquidity is supported by a $2.0 billion green credit facility and a newly established $750 million commercial paper program. Kimco plans to allocate $300 million to $500 million for property acquisitions and $225 million to $275 million for redevelopment and re-tenanting through the remainder of 2026. Key financial risks include elevated inflation, interest rate volatility, and potential tenant bankruptcies. The company faces $805.4 million in consolidated debt maturities in 2026, which it intends to manage through operating cash flow, refinancing, and available credit lines. |
Source: SEC EDGAR filing text and events; period Aug 4, 2026; filed Aug 4, 2026.
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