Latest revenue
$558.0M
as of 2026-03-31
Latest net income
$164.9M
as of 2026-03-31
Net margin
29.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $16.26B
- Enterprise value
- $23.98B
- P/E (trailing)
- 27.8×
- Forward P/E
- —
- P/B
- 1.57×
- Dividend yield
- 4.2%
- 52-wk high
- $24.31
- 52-wk low
- $19.76
- Beta
- —
- Shares out
- 674.4M
5-year trend
What this company does
Kimco Realty owns and operates open-air, grocery-anchored shopping centers across the United States, leasing space to retailers as a real estate investment trust. Rent collected from tenants drives nearly all revenue, generating $499 million of rental income in the first quarter of 2024. The company just absorbed RPT Realty in a stock-funded merger, expanding its portfolio but pushing it to a quarterly net loss after $25 million in merger charges and higher depreciation.
Generated from KIM's filing dated 2026-02-20
Key risks
- Q1 2024 swung to a $10.9M net loss vs. $289.8M profit YoY, hit by $25.2M merger charges, $27.7M marketable securities loss, and $72M tax provision.
- Leverage: $7.59B notes/mortgages payable against $136.8M cash (down from $783.8M); interest expense rose 22% YoY to $74.6M amid higher rates.
- RPT merger integration risk: 53M shares issued diluted holders ~9%; cumulative distributions in excess of net income widened to $303.3M.
Generated from KIM's filing dated 2026-02-20
Profitability
Operating margin
36.0%
16.6%Net margin
27.3%
35.5%Return on equity
5.6%
45.9%Return on assets
3.0%
46.8%Leverage
Debt / equity
0.89×
1.3%Long-term debt / equity
0.74×
0.7%Debt / assets
47.2%
0.7%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $558.0M | +4.0% | $164.9M | +24.2% | 29.6% |
Q4 2025 2025-12-31 | $542.5M | +3.2% | $151.2M | -14.6% | 27.9% |
Q3 2025 2025-09-30 | $535.9M | +5.6% | $137.8M | +1.3% | 25.7% |
Q2 2025 2025-06-30 | $525.2M | +5.0% | $163.0M | +49.9% | 31.0% |
Q1 2025 2025-03-31 | $536.6M | +6.5% | $132.8M | +1310.3% | 24.8% |
Q4 2024 2024-12-31 | $525.4M | — | $177.0M | — | 33.7% |
Q3 2024 2024-09-30 | $507.6M | +13.8% | $136.0M | +15.0% | 26.8% |
Q2 2024 2024-06-30 | $500.2M | +13.0% | $108.8M | +2.0% | 21.7% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Real Estate Investment Trusts · SIC 6798
Your notes
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Insider activity
Insider buying
$0
Insider selling
$699.1K
Net activity
−$699.1K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| 2026-02-17 | Frank Lourenso Director | Sale | 8,594 | $23.14 | $198.9K | |
| 2025-09-29 | Mary Hogan Preusse Director | Sale | 23,100 | $21.66 | $500.2K |
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns KIM
Institutional value
$8.65B
Total shares held
393.7M
Distinct holders
455
As of
2026-03-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 73.7M | $1.66B | — | New |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 58.1M | $1.31B | — | New |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 44.0M | $989.2M | — | New |
| 4 | JPMORGAN CHASE & CO | 21.5M | $481.0M | — | New |
| 5 | Invesco Ltd. | 19.3M | $433.8M | — | New |
| 6 | FEDERATED HERMES, INC. | 17.9M | $401.8M | — | New |
| 7 | APG Asset Management US Inc. | 14.8M | $332.2M | — | New |
| 8 | Daiwa Securities Group Inc. | 13.4M | $300.2M | — | New |
| 9 | CENTERSQUARE INVESTMENT MANAGEMENT LLC | 10.5M | $236.0M | — | New |
| 10 | DIMENSIONAL FUND ADVISORS LP | 10.3M | $232.4M | — | New |
| 11 | Legal & General Group Plc | 6.0M | $134.6M | — | New |
| 12 | Bank of New York Mellon Corp | 5.9M | $132.5M | — | New |
| 13 | DEUTSCHE BANK AG\ | 4.6M | $103.4M | — | New |
| 14 | HSBC HOLDINGS PLC | 3.8M | $86.5M | — | New |
| 15 | VANGUARD FIDUCIARY TRUST CO | 3.8M | $85.3M | — | New |
| 16 | UBS Group AG | 3.6M | $80.0M | — | New |
| 17 | SEI INVESTMENTS CO | 3.2M | $72.9M | — | New |
| 18 | Nuveen, LLC | 3.2M | $72.5M | — | New |
| 19 | Russell Investments Group, Ltd. | 2.9M | $64.8M | — | New |
| 20 | Robeco Institutional Asset Management B.V. | 2.8M | $63.4M | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
- 1
RPT merger added $25M in charges and a $72M tax provision—when do RPT synergies turn accretive to FFO per share?
- 2
Share count jumped from 619M to 674M post-merger; how do you defend per-share growth against this 9% dilution?
- 3
Cash fell from $784M to $137M while JV investments rose $429M—walk us through capital allocation priorities for 2024.
Refreshed when KIM files a new report · last from 2026-02-20