Loading…
Owns and operates grocery-anchored open-air shopping centers across the United States.
Owns and operates grocery-anchored open-air shopping centers across the United States.
Collects rent from tenants, mostly retailers, under long leases with set annual increases, plus a share of sales at some stores; grocery anchors draw the shoppers that smaller tenants depend on. Merging with Weingarten in 2021 widened the portfolio, especially across the Sunbelt. As a REIT it pays out most of its taxable income.
Moat: narrow (scale, installed base). A large portfolio of well-located, grocery-anchored centers with resilient, needs-based tenant demand.
Headquarters: Jericho, New York, United States · Founded: 1958 · Employees: 710
Size Kimco Realty (KIM) is a United States Real Estate company (Real Estate Investment Trusts) with a market value of $17.0B, the 552nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $25.52 on 6 Nov 2026.
Performance Over six months the shares gained 9.9%, against -1.2% for the median peer and -1.1% for the United States market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue grew 3.1% over the last twelve months (peer median +4.5%); the operating margin is 34.9% (peer median 33.0%).
Valuation It trades at 1.67× book value against a peer median of 2.06× (7th cheapest of 20).
Price implies The share price implies a return on equity of about 13.9%; Kimco Realty delivers 7.2%, so the price asks more than the business earns today.
Credit Kimco Realty has 10 bonds outstanding ($4.60B), rated A- by the agencies and trading like A at a weighted spread of 70 bp.
Short interest Short interest is 4.9% of the free float (15 Oct 2026).
Next results Next results expected around 11 Feb 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $2.21B | $2.15B | $2.06B | $1.80B | $1.73B |
| Revenue growth | — | +5% | +15% | +4% | — |
| Gross profit | $916M | $864M | $817M | $748M | $692M |
| EBITDA | $1.39B | $1.34B | $1.27B | $1.08B | $1.08B |
| Net income | $745M | $581M | $406M | $651M | $124M |
| Free cash flow | $847M | $772M | $681M | $807M | $861M |
| Capital expenditure | $390M | $348M | $324M | $264M | $0 |
| Total debt | $8.91B | $8.64B | $8.97B | $8.19B | $7.60B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE |
|---|---|---|---|---|---|---|
| Kimco Realty KIM | $17.0B | +10% | +3% | 7% | 1.67× | 13.9% |
| Regency Centers REG | $13.7B | -3% | +8% | 8% | 2.06× | 15.2% |
| Brixmor Property BRX | $9.21B | +1% | +5% | 14% | 3.05× | 23.1% |
| Federal Realty Investment Trust FRT | $9.74B | -2% | +8% | 14% | 3.14× | 23.7% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | KIM | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +15.5% | +6.0% | highest of 21 |
| 6-month return | +9.9% | -1.2% | 4th highest of 21 |
| Return on equity | 7.2% | 7.4% | 9th lowest of 20 |
| Price / book | 1.67× | 2.06× | 7th cheapest of 20 |
| Trailing P/E | 23.9× | 28.5× | 8th cheapest of 18 |
| ROE the price implies | 13.9% | 15.2% | 8th least demanding of 20 |
| ROE delivered | 7.2% | 7.4% | 9th lowest of 20 |
| Bond spread | 70 bp | 96 bp | 4th tightest of 16 |
| Company | Market | Market cap | 6M return | Revenue growth | ROE | Price / book | Implied ROE | Delivered ROE |
|---|---|---|---|---|---|---|---|---|
| Kimco Realty KIM | United States | $17.0B | +10% | +3% | 7% | 1.67× | 13.9% | 7.2% |
| Host Hotels & Resorts HST | United States | $16.9B | +15% | +5% | 16% | 2.64× | 22.6% | 15.8% |
| SEGRO SGRO.L | United Kingdom | $16.6B | +33% | +7% | 2% | 1.03× | 14.8% | 2.5% |
| Essex Property Trust ESS | United States | $17.5B | +4% | +5% | 6% | 3.30× | 20.8% | 6.4% |
| Lamar Advertising LAMR | United States | $15.8B | -1% | +4% | 59% | 16.13× | 134.1% | 58.9% |
| Invitation Homes INVH | United States | $15.6B | -5% | +5% | 7% | 1.79× | 13.6% | 7.4% |
| Weyerhaeuser WY | United States | $15.1B | -10% | -1% | 5% | 1.61× | 13.6% | 4.8% |
| W. P. Carey WPC | United States | $15.0B | -12% | +9% | 8% | 1.71× | 12.9% | 7.7% |
| Annaly Capital Management NLY | United States | $14.8B | -17% | +23% | 7% | 1.05× | 11.8% | 7.3% |
| CapitaLand Integrated Commercial Trust C38U.SI | Singapore | $14.6B | +2% | +5% | 8% | 1.09× | 6.1% | 7.6% |
| Omega Healthcare Investors OHI | United States | $14.6B | +2% | +14% | 14% | 2.66× | 15.3% | 14.2% |
| SBA Communications SBAC | United States | $19.8B | -13% | +2% | n/a | n/a | n/a | n/a |
| Sun Communities SUI | United States | $14.4B | -4% | -19% | 5% | 2.76× | 18.4% | 5.3% |
| Healthpeak Properties DOC | United States | $14.3B | +4% | +9% | 5% | 1.78× | 15.1% | 4.9% |
| Link REIT 0823.HK | Hong Kong | $13.8B | +3% | -3% | -5% | 0.71× | 5.9% | -4.7% |
| Mid-America Apartment Communities MAA | United States | $13.8B | -8% | +1% | 7% | 2.45× | 16.1% | 7.0% |
| Regency Centers REG | United States | $13.7B | -3% | +8% | 8% | 2.06× | 15.2% | 8.2% |
| Camden Property Trust CPT | United States | $13.4B | -3% | +1% | 8% | 2.68× | 18.2% | 7.8% |
| Scentre SCG.AX | Australia | $13.1B | -1% | -4% | 10% | 0.97× | 11.6% | 10.4% |
| American Healthcare REIT AHR | United States | $12.7B | +12% | +16% | 4% | 3.05× | 20.7% | 4.0% |
| Equity LifeStyle Properties ELS | United States | $12.3B | 0% | +3% | 22% | 6.99× | 37.4% | 22.3% |
Kimco Realty has 10 bonds outstanding with $4.60B face value. The agencies rate it A-; its bonds trade like A. Weighted yield 5.59%, a spread of 70 bp over government bonds.