Vanguard Group Inc. Lowers Stock Position in Kimco Realty Corporation $KIM
Vanguard Group Inc. reduced its stake in Kimco Realty Corporation by 0.5% in the third quarter of 2025, selling 589,903 shares and retaining over 108 million shares valued at approximately $2.37 billion. Despite this sale, other institutional investors increased their holdings in Kimco Realty. The company has declared a quarterly dividend of $0.26 per share, and analysts rate Kimco as a "Moderate Buy" with a consensus target price of $24.18.
NEOS Investment Management LLC Grows Holdings in Kimco Realty Corporation $KIM
NEOS Investment Management LLC significantly increased its stake in Kimco Realty Corporation, boosting its holdings by 66.9% to 147,765 shares valued at $3.23 million in Q3. The real estate investment trust (REIT) recently declared a quarterly dividend of $0.26 per share, representing an annualized yield of 4.6%. Analysts currently maintain a "Moderate Buy" consensus rating for Kimco Realty, with an average target price of $24.18.
Scotiabank Remains a Hold on Macerich (MAC)
Scotiabank analyst Greg McGinniss maintained a Hold rating on Macerich (MAC) with a price target of $19.00. This is consistent with Piper Sandler, who also maintained a Hold rating, attributing the same price target. Macerich reported a quarterly revenue of $253.26 million and a GAAP net loss of $87.36 million for the quarter ending September 30.
Why Kimco Realty (KIM) is a Top Dividend Stock for Your Portfolio
Kimco Realty (KIM), a real estate investment trust (REIT), is highlighted as a top dividend stock due to its consistent payouts and attractive dividend yield. The company currently pays $0.26 per share, yielding 4.61%, and has increased its dividend five times in the last five years. With projected earnings growth and a "Buy" rating from Zacks, KIM presents a compelling investment for income-focused investors.
Can Realty Income's Resilient Portfolio Fuel Revenue Growth in Q4?
Realty Income (O) is expected to show stable operational performance and revenue growth in Q4 2025 due to its diversified property portfolio, long-term net lease agreements, and focus on essential goods industries. The Zacks Consensus Estimate for Q4 revenues is $1.46 billion, a 9.08% increase year over year, with rental revenues projected at $1.30 billion. The company's expansion efforts and strong performance compared to competitors like Simon Property Group and Kimco Realty also indicate a positive outlook.
Citigroup Adjusts Kimco Realty Price Target to $24 From $21, Maintains Neutral Rating
Citigroup has increased its price target for Kimco Realty (KIM) to $24 from $21, while maintaining a Neutral rating on the stock. This adjustment comes amidst other analyst revisions for Kimco Realty, with several firms adjusting price targets and ratings in mid-February 2026. The company recently reported its Q4 2025 earnings and provided a positive outlook for 2026, driven by strong leasing demand.
Jefferies Adjusts Kimco Realty Price Target to $23 From $22, Maintains Hold Rating
Jefferies has updated its price target for Kimco Realty (KIM) to $23, an increase from the previous $22, while reiterating a Hold rating on the stock. This adjustment reflects an analyst's revised valuation for the commercial REIT. The article also mentions similar target adjustments by other firms for Kimco Realty.
Can Realty Income's Resilient Portfolio Fuel Revenue Growth in Q4?
Realty Income (O) is expected to show stable operational performance and revenue growth in Q4 2025, driven by its diversified property portfolio and long-term net lease agreements. The company's focus on essential goods industries and active expansion efforts are key factors supporting its projected 9.08% revenue increase. Despite outperforming its industry year-to-date, Realty Income currently holds a Zacks Rank #3 (Hold).
Macerich Q4 FFO Beats Estimates, Revenues Miss, Occupancy Declines Y/Y
Macerich (MAC) reported fourth-quarter 2025 FFO of 48 cents per share, surpassing estimates, while revenues of $261.7 million missed expectations. Despite a decline in year-over-year occupancy, the company saw solid leasing volume and an increase in NOI for its Go-Forward Portfolio Centers. Macerich ended the quarter with substantial liquidity and maintains a Zacks Rank #3 (Hold).
Realty Income’s Logistics And Gaming Shift Versus Valuation And Dividend Priorities
Realty Income (NYSE:O) is diversifying its portfolio by investing in logistics and gaming assets, marking a significant shift from its traditional retail focus. These new commitments, including a $1.5 billion logistics partnership and an $800 million gaming real estate investment, aim to broaden income sources and reduce reliance on single segments. Investors are advised to monitor how these assets contribute to future rent and earnings, especially given the company's P/E ratio and interest payment coverage.
Kimco outlines $300M–$500M asset disposition and projects 2.3%–4.5% FFO growth for 2026 amid robust leasing and capital recycling
Kimco (KIM) plans to dispose of $300M-$500M in assets and projects FFO growth of 2.3%-4.5% for 2026. The real estate investment trust reported strong leasing activity and an active capital recycling program, with expectations to achieve its long-term leverage target by year-end.
Kimco Realty Corp stock hits 52-week high at $22.99 By Investing.com
Kimco Realty Corp (KIM) stock has reached a new 52-week high of $22.99, driven by a recovering retail market and strategic acquisitions. The company shows strong financial health with a 9.26% price total return over the past year and a 12.04% year-to-date gain, along with a consistent dividend payment history of 35 years. Although the stock is considered overbought and trading above its Fair Value, recent positive Q4 2025 earnings and a raised price target from Stifel indicate continued investor confidence.
Burlington Stores, Inc. Expands Space and Renews Lease to Occupy 206,392 Square Feet At 1400 Broadway
Burlington Stores, Inc. has expanded its office space and renewed its lease at 1400 Broadway, now occupying a total of 206,392 square feet. This marks Burlington's fourth expansion with Empire State Realty Trust, Inc. since 2010, demonstrating a sustained growth in its physical footprint. The expansion includes an additional 35,629 square feet of office space and a renewal for its existing 170,763 square feet.
Federal Realty: The ‘Boring’ Stock Gen Z Investors Are Suddenly Watching
Federal Realty (FRT) is gaining attention from investors, including Gen Z, seeking stable income and real asset exposure in fluctuating markets. This retail REIT focuses on high-income, high-density US markets with properties like grocery-anchored shopping centers, offering reliable dividends and resilient retail demand. While not a high-growth stock, its focus on quality locations and consistent shareholder returns makes it attractive for dividend income, real estate exposure, and long-term holds.
Kimco Realty (NYSE:KIM) Sets New 12-Month High on Analyst Upgrade
Kimco Realty (KIM) reached a new 52-week high after Piper Sandler upgraded its price target from $26 to $28 with an "overweight" rating. Despite some recent target cuts from other firms, analysts maintain a "Moderate Buy" consensus with an average price target of $24.17. The company also declared a quarterly dividend of $0.26, offering a 4.6% yield, and institutional investors hold a significant portion of its shares.
UBS Lifts Price Target on Ross Stores to $199 From $181, Maintains Neutral Rating
UBS has increased its price target for Ross Stores (ROST) to $199 from $181, while reiterating a Neutral rating on the stock. This adjustment reflects an updated outlook from the analyst firm. The article also provides a company profile for Ross Stores, detailing its business segments, sales breakdown, and store count.
Kimco Realty Corp stock hits 52-week high at $22.99
Kimco Realty Corp (KIM) stock has reached a 52-week high of $22.99, demonstrating a 9.26% total return over the past year and a 12.04% year-to-date gain. The real estate investment trust boasts a strong Piotroski score of 8 and a 4.58% dividend yield, maintaining dividend payments for 35 consecutive years. This milestone follows a strong Q4 2025 performance, exceeding EPS and revenue expectations, and a price target increase from Stifel to $25.75 with a Buy rating.
BMO Capital Adjusts Price Target on Kimco Realty to $27 From $25, Maintains Market Perform Rating
BMO Capital has increased its price target for Kimco Realty (KIM) to $27 from $25, while reiterating a "Market Perform" rating on the stock. This adjustment reflects a modest upward revision in outlook for the real estate investment trust specializing in community and convenience shopping malls. The company recently reported strong Q4 2025 earnings and is projecting positive FFO for 2026, leading to increased price targets from multiple analysts.
Piper Sandler Adjusts Price Target on Kimco Realty to $28 From $26, Maintains Overweight Rating
Piper Sandler has increased its price target for Kimco Realty to $28 from $26, while maintaining an Overweight rating on the stock. This adjustment comes amidst other analyst actions for Kimco Realty, with BMO Capital also adjusting its price target on the same day. Kimco Realty recently reported strong Q4 2025 earnings with rising funds from operations and revenue, and provided a positive outlook for 2026 FFO.
Moody's (MCO) Reports Q4: Everything You Need To Know Ahead Of Earnings
Moody's (MCO) is set to announce its Q4 earnings results, with analysts expecting an 11.2% year-on-year revenue growth to $1.86 billion and adjusted earnings of $3.44 per share. The company beat revenue expectations last quarter, and its peers like Morningstar and Nasdaq have reported varied Q4 results, indicating a mixed environment within the financial exchanges & data segment. Despite some strong performances, the sector has generally underperformed, with Moody's stock down 18.2% in the last month.
Dividend Growth And 2026 Guidance Might Change The Case For Investing In NNN REIT (NNN)
NNN REIT recently reported Q4 and full-year 2025 results, showing increased revenue but slightly lower net income compared to 2024. The company announced its 36th consecutive year of dividend growth and issued 2026 guidance for net earnings per share and AFFO. These updates, along with the company's focus on long, triple net leases and a diversified portfolio, are significant for evaluating its investment potential.
Kimco Realty Corporation $KIM Shares Sold by Rhumbline Advisers
Rhumbline Advisers reduced its stake in Kimco Realty Corporation (NYSE:KIM) by 4.1% in the third quarter, selling 61,008 shares and holding 1,429,078 shares valued at $31.225 million. Despite this, other institutional investors have increased their holdings, and the company reported positive Q4 results, strong occupancy, and planned asset dispositions between $300M and $500M. Kimco Realty also declared a quarterly dividend of $0.26, maintaining a "Moderate Buy" consensus rating from analysts, with a consensus price target of $23.97.
ING Groep NV Sells 404,638 Shares of Kimco Realty Corporation $KIM
ING Groep NV has significantly reduced its stake in Kimco Realty Corporation (NYSE:KIM) by 97.3% in the third quarter, selling 404,638 shares and retaining 11,076 shares valued at $242,000. This divestment comes as institutional investors collectively own 89.25% of Kimco Realty's stock. The article also provides a summary of recent news impacting Kimco, including positive Q4 results, strong occupancy rates, planned asset dispositions, a quarterly dividend of $0.26, and mixed analyst ratings with a "Moderate Buy" consensus.
Realty Income stock near a 52-week high: what to watch before Tuesday’s reopen and Feb. 24 earnings
Realty Income Corp (NYSE: O) finished Friday near a 52-week high, driven by hopes of a Fed rate cut after lighter-than-expected January consumer price increases. The company is set to release its Q4 and full-year 2025 earnings after the bell on February 24th, with investors keenly watching funds from operations (FFO) and commentary on 2026 acquisition plans. The primary risk remains a reversal in bond yields, which could raise funding costs and impact dividend growth for the net-lease REIT.
Kimco Realty (NYSE:KIM) Upgraded by Wall Street Zen to "Hold" Rating
Wall Street Zen has upgraded Kimco Realty (NYSE:KIM) from "sell" to "hold" following the company's strong Q4 performance, which included revenue exceeding estimates and record occupancy. Despite the upgrade, the broader analyst consensus remains a "Moderate Buy" with an average price target of $23.97. Kimco also announced plans for $300-$500 million in asset dispositions and declared a quarterly dividend of $0.26, yielding about 4.7%.
Kimco Realty Dividend Hike Meets Record Occupancy And Leasing Strength
Kimco Realty (NYSE:KIM) has announced a 4% increase in its quarterly common dividend for 2025, buoyed by record overall portfolio occupancy and its highest quarterly new leasing volume in over a decade. These strong operational metrics suggest stability and growth potential for the real estate income company. While the dividend increase and leasing strength are positive indicators, investors should note that interest payments are not well covered by earnings, which could pose a risk if funding costs rise.
Federal Realty Misses Q4 FFO Estimates, Guides Higher for 2026
Federal Realty Investment Trust (FRT) reported that its Q4 2025 core FFO per share of $1.84 missed analyst estimates but its revenues of $336.1 million surpassed expectations. The company also announced a historic high in total leasing activity for 2025 and provided an optimistic FFO guidance for full-year 2026, foreseeing 5.1-6.5% growth. Additionally, FRT acquired two new properties, divested others, and maintained its quarterly dividend.
Kimco Realty Corporation (NYSE:KIM) Q4 2025 Earnings Call Transcript
Kimco Realty Corporation (NYSE: KIM) reported strong Q4 and full-year 2025 results, with FFO per share growth of 6.7% for the year, reaching $1.76. The company also achieved a credit rating upgrade to A- from Moody's and record operational milestones including 96.4% overall portfolio occupancy. Kimco outlined a 2026 strategy focused on capital recycling through asset sales (estimated $300M-$500M) and reinvestment into higher-growth opportunities, along with operational efficiency improvements expected to save $3 million in G&A expenses.
Kimco Realty Corp To Go Ex-Dividend On March 6th, 2026 With 0.26 USD Dividend Per Share
Kimco Realty Corp (KIM.US) has announced a cash dividend of $0.26 per share. The company will go ex-dividend on March 6th, 2026, with the payment date for shareholders of record also on March 6th, 2026, set for March 19th, 2026. The article also provides general information on cash and stock dividends.
Kimco Realty Corporation Plans Quarterly Dividend of $0.26 (NYSE:KIM)
Kimco Realty Corporation has declared a quarterly dividend of $0.26 per share, to be paid on March 19th to shareholders of record on March 6th. While the current payout ratio of 140.5% indicates the dividend is not fully covered by current earnings, analysts project improved EPS for next year, potentially reducing the future payout ratio to 59.1%. The company's stock recently traded up 1.7% to $22.36 after reporting Q4 earnings of $0.44 EPS and revenue of $542.5 million, and issued FY2026 guidance.
Kimco Realty Posts Record Occupancy and Robust FFO Growth in Q4 2025
Kimco Realty (NYSE: KIM) reported strong financial results for Q4 2025, with record occupancy levels and double-digit FFO growth, largely driven by its focus on grocery-anchored shopping centers and the successful integration of RPT Realty. The company exceeded analyst expectations for revenue and FFO per diluted share, demonstrating the resilience of its necessity-based retail model and outlining an optimistic outlook for 2026. This performance underscores Kimco's increased efficiency and higher margins, positioning it as a stable yet growth-oriented entity in the retail REIT sector.
Federal Realty Investment Trust Reports Fourth Quarter and Full Year 2025 Results
Federal Realty Investment Trust (FRT) reported strong fourth quarter and full year 2025 results, with diluted EPS of $4.68 for the full year and $1.48 for the fourth quarter. The company achieved record-breaking leasing volume of 2.5 million square feet, strong comparable rent spreads, and introduced a new measure, Core FFO, which was $7.06 per diluted share in 2025. Federal Realty also provided optimistic 2026 guidance, expecting Core FFO growth of 5.1% to 6.5%.
Stifel Nicolaus Adjusts Kimco Realty Price Target to $25.75 From $25.50, Maintains Buy Rating
Stifel Nicolaus has increased its price target for Kimco Realty (KIM) to $25.75 from $25.50, while reiterating a "Buy" rating on the stock. This adjustment follows other recent analyst updates for Kimco Realty, which specializes in owning and managing community and convenience shopping malls. The article also mentions Kimco Realty's recent Q4 2025 earnings call and financial results.
Kimco stock price target raised to $25.75 from $25.50 at Stifel
Stifel has increased its price target for Kimco Realty (NYSE:KIM) to $25.75 from $25.50, reiterating a Buy rating, due to positive leasing commentary for 2026. Kimco has resolved or has deals for 87% of expiring annual base rent in H1 2026 and 98% of 2026 anchor leases with no options, supporting its management's confidence in a 90% tenant retention rate. The firm's positive outlook also considers Kimco's strong market cap of $15.45 billion, "GREAT" financial health, and a 4.73% dividend yield maintained for 34 consecutive years.
Kimco Realty® Announces Fourth Quarter and Full Year 2025 Results
Kimco Realty (NYSE: KIM) has announced its financial results for the fourth quarter and full year ending December 31, 2025, revealing strong performance with Funds From Operations (FFO) per diluted share increasing by 4.8% in Q4 and 6.7% for the full year. The company achieved a pro-rata portfolio occupancy of 96.4%, matching its all-time high, driven by robust leasing activity and an expanded leased-to-economic occupancy spread. Kimco also provided its initial 2026 outlook, projecting continued growth in FFO and same property NOI.
Kimco's Q4 FFO Meets Estimates, Revenues Beat, Occupancy Improves
Kimco Realty Corp. reported fourth-quarter 2025 FFO per share that met the Zacks Consensus Estimate, while revenues surpassed expectations. The company also saw improved occupancy rates and provided its 2026 FFO per share guidance. These results, driven by higher same-property net operating income, led to a positive sentiment in early trading.
Kimco Realty: Q4 Earnings Snapshot
Kimco Realty Corp. reported its fourth-quarter earnings, matching Wall Street expectations for funds from operations at 44 cents per share. The real estate investment trust posted funds from operations of $294.3 million and net income of $143.6 million. Kimco's revenue of $542.5 million exceeded analysts' forecasts, and the company provided full-year funds from operations guidance between $1.80 and $1.84 per share.
Kimco Realty (KIM) Meets Q4 FFO Estimates
Kimco Realty (KIM) reported Q4 FFO of $0.44 per share, aligning with Zacks Consensus Estimates and surpassing last year's $0.42. The company also exceeded revenue expectations, posting $542.46 million against an estimate of $539.15 million. Despite outperforming the market year-to-date, Kimco's stock currently holds a Zacks Rank #3 (Hold) due to mixed estimate revisions.
Kimco Realty: Fourth Quarter Earnings Overview
Kimco Realty Corp. announced its fourth-quarter financial results, meeting Wall Street expectations with funds from operations reaching $294.3 million, or 44 cents per share. The real estate investment trust (REIT) reported net income of $143.6 million and revenue of $542.5 million, exceeding analyst predictions. For the full year, Kimco Realty achieved $1.19 billion in funds from operations and projects full-year funds from operations between $1.80 and $1.84 per share.
Kimco Realty: Fourth Quarter Earnings Overview
Kimco Realty Corp. reported its fourth-quarter earnings, meeting Wall Street expectations with funds from operations (FFO) of $294.3 million, or 44 cents per share. The real estate investment trust (REIT) also announced net income of $143.6 million and revenue of $542.5 million, exceeding analyst forecasts. For the full year, Kimco achieved FFO of $1.19 billion and revenue of $2.14 billion, projecting 2026 FFO between $1.80 and $1.84 per share.
Earnings Flash (KIM) Kimco Realty Posts Q4 Revenue $542.5M, vs. FactSet Est of $537.2M
Kimco Realty (KIM) reported its Q4 revenue at $542.5 million, surpassing FactSet's estimate of $537.2 million. The company also announced a Q4 FFO of $0.44 per share, which met FactSet's expectation. Additionally, Kimco Realty expects its full-year 2026 FFO to be in the range of $1.80 to $1.84, aligning with FactSet's estimate of $1.80.
Kimco Realty® Announces Fourth Quarter and Full Year 2025 Results
Kimco Realty® reported its fourth quarter and full year 2025 financial and operating results, achieving the high end of its FFO outlook and strong leasing gains that drove occupancy to record highs. FFO per diluted share grew by 6.7% for the full year 2025, and the company provided an initial 2026 outlook. Key highlights include significant lease signings, an increase in pro-rata portfolio occupancy, and strategic capital allocation including share repurchases and acquisitions.
Kimco Realty® Announces Fourth Quarter and Full Year 2025 Results
Kimco Realty® announced strong financial results for the fourth quarter and full year 2025, with Funds From Operations (FFO) per diluted share increasing significantly year-over-year and occupancy reaching all-time highs. The company also provided its initial 2026 outlook, anticipating continued FFO growth. Key highlights include major leasing gains, strategic property acquisitions, and share repurchases, reinforcing its position as a leading real estate investment trust in grocery-anchored shopping centers.
Kimco Realty: Q4 Earnings Snapshot
Kimco Realty Corp. (KIM) reported fourth-quarter results that matched Wall Street expectations for funds from operations at 44 cents per share, with total FFO of $294.3 million. The real estate investment trust exceeded revenue forecasts, posting $542.5 million against an expected $539.2 million. For the full year, the company had funds from operations of $1.19 billion and projects future FFO between $1.80 and $1.84 per share.
Kimco Realty® Announces Fourth Quarter and Full Year 2025 Results
Kimco Realty reported strong fourth quarter and full-year 2025 results, exceeding their diluted FFO per share growth outlook for the second consecutive year. The company achieved an all-time high in pro-rata portfolio occupancy and announced a 4.0% increase in its quarterly cash dividend. Kimco also provided its initial full-year 2026 outlook, projecting continued FFO growth.
NNN REIT (NNN) Q3 FFO Of US$610.5 Million Reinforces Income Focused Narrative
NNN REIT reported steady Q3 FY 2025 results with revenue of US$230.2 million and basic EPS of US$0.51, alongside trailing twelve-month FFO of US$610.5 million. The company maintains a 43.1% net profit margin, attributed to its focus on long-term net leases with necessity-based tenants, despite slight margin compression. While NNN REIT trades at an attractive valuation, analysts highlight interest coverage risk due to elevated financing costs.
Federal Realty to Report Q4 Earnings: What to Expect From the Stock?
Federal Realty Investment Trust (FRT) is set to report its Q4 and full-year 2025 earnings on February 12th, with analysts anticipating a strong performance driven by a stabilized retail real estate market. The company is expected to benefit from strengthening demand for high-quality retail properties and limited new supply, leading to projected increases in occupancy rates, rents, and FFO per share. The Zacks quantitative model predicts an FFO per share beat for FRT, highlighting its positive Earnings ESP and Zacks Rank.
What's in the Cards for Kimco Realty Stock in Q4 Earnings?
Kimco Realty (KIM) is set to announce its fourth-quarter 2025 earnings on February 12, with expectations of year-over-year growth in both revenues and FFO per share. The company's performance is likely bolstered by its portfolio of grocery-anchored shopping centers in prime metropolitan areas, despite potential headwinds from higher interest expenses. Analysts predict a surprise in FFO per share, given Kimco's positive Earnings ESP and Zacks Rank of 3.
What's in the Cards for Kimco Realty Stock in Q4 Earnings?
Kimco Realty Corporation (KIM) is set to report its fourth-quarter 2025 results on February 12, with expectations of year-over-year growth in revenues and FFO per share. The company is likely to benefit from its portfolio of grocery-anchored shopping centers and mixed-use assets in strong economic areas, despite potential headwinds from high interest expenses. Kimco currently holds an Earnings ESP of +1.57% and a Zacks Rank of 3, leading to a predicted FFO beat.
Kimco Realty Corporation (KIM) Positions for Long-Term Stability Amid Mixed REIT Sector Signals
Kimco Realty Corporation (KIM) is a real estate investment trust specializing in grocery-anchored shopping centers, and it has been identified as a top REIT stock by Goldman Sachs. While analysts from Truist and Barclays have trimmed price targets due to broader REIT sector valuations and outlooks, both maintain "Hold" and "Overweight" ratings respectively, signaling cautious optimism for the company's long-term stability within a mixed sector performance. Kimco also announced a key executive appointment with Kathleen Thayer becoming EVP, Treasurer, and Chief Accounting Officer.
