KIM · Kimco Realty Corp
One customer — 3.7% of revenue (As of June 30, 2026)
“At June 30, 2026, the Company’s five largest tenants were The TJX Companies, Ross Stores, Burlington Stores, Inc., Amazon/Whole Foods and Albertsons Companies, Inc., which represented 3.7%, 2.0%, 1.8%, 1.8% and 1.7%, respectively, of the Company’s annualized base rental revenues, including the proportionate share of base rental revenues from properties in which the Company has less than a 100% economic interest.”
One customer — 2% of revenue (As of June 30, 2026)
“At June 30, 2026, the Company’s five largest tenants were The TJX Companies, Ross Stores, Burlington Stores, Inc., Amazon/Whole Foods and Albertsons Companies, Inc., which represented 3.7%, 2.0%, 1.8%, 1.8% and 1.7%, respectively, of the Company’s annualized base rental revenues, including the proportionate share of base rental revenues from properties in which the Company has less than a 100% economic interest.”
One customer — 1.8% of revenue (As of June 30, 2026)
“At June 30, 2026, the Company’s five largest tenants were The TJX Companies, Ross Stores, Burlington Stores, Inc., Amazon/Whole Foods and Albertsons Companies, Inc., which represented 3.7%, 2.0%, 1.8%, 1.8% and 1.7%, respectively, of the Company’s annualized base rental revenues, including the proportionate share of base rental revenues from properties in which the Company has less than a 100% economic interest.”
One customer — 1.8% of revenue (As of June 30, 2026)
“At June 30, 2026, the Company’s five largest tenants were The TJX Companies, Ross Stores, Burlington Stores, Inc., Amazon/Whole Foods and Albertsons Companies, Inc., which represented 3.7%, 2.0%, 1.8%, 1.8% and 1.7%, respectively, of the Company’s annualized base rental revenues, including the proportionate share of base rental revenues from properties in which the Company has less than a 100% economic interest.”
One customer — 1.7% of revenue (As of June 30, 2026)
“At June 30, 2026, the Company’s five largest tenants were The TJX Companies, Ross Stores, Burlington Stores, Inc., Amazon/Whole Foods and Albertsons Companies, Inc., which represented 3.7%, 2.0%, 1.8%, 1.8% and 1.7%, respectively, of the Company’s annualized base rental revenues, including the proportionate share of base rental revenues from properties in which the Company has less than a 100% economic interest.”
Price & Indicators
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TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Blended pro-rata cash rent spreads on comparable spaces | 13.1% | second quarter 2026 | — |
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| Cash, cash equivalents and restricted cash | $700M | second quarter 2026 | — |
| FFO per diluted share non-GAAP | $0.46 | second quarter of 2026 | — |
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| Future rents from signed leases not yet commenced | $75M | second quarter 2026 | — |
| Immediate liquidity | $2.7B | second quarter 2026 | — |
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| Leased-to-economic occupancy spread | 400 | second quarter 2026 | — |
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| Leases signed | 461 | second quarter 2026 | — |
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| Minimum rent growth (same property NOI driver) | 2.6% | second quarter 2026 | — |
| Pro-rata anchor occupancy | 97.8% | second quarter 2026 | — |
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| Pro-rata cash rent spreads on comparable new leases | 40.4% | second quarter 2026 | — |
| Pro-rata cash rent spreads on comparable renewals | 6.1% | second quarter 2026 | — |
| Pro-rata leased occupancy | 96.4% | second quarter 2026 | — |
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| Same property net operating income non-GAAP | 3.5% | second quarter 2026 | — |
| Same property NOI non-GAAP | $403.16M | second quarter 2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income available to the company's common shareholders 145.76M
-4.38M Management and other fee income
+29.95M General and administrative
+6.62M Impairment charges
+149.01M Depreciation and amortization
-1.36M Gain on sale of properties
+1.63M Other expense/(income), net
-11.44M Mortgage and other financing income, net
+83.91M Interest expense
+4K Provision/(benefit) for income taxes, net
+532K Equity in loss/(income) of other investments, net
+669K Net income attributable to noncontrolling interests
+7.54M Preferred dividends, net
-23.04M Non same property net operating income
+17.78M Non-operational expense from joint ventures, net
= Same property NOI 403.16M
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| Small shop occupancy | 92.9% | second quarter 2026 | — |
| Square feet leased | 2.5M | second quarter 2026 | — |
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| Funds From Operations non-GAAP | $311.3M | first quarter 2026 | — |
| Pro-rata small shop occupancy | 92.5% | first quarter 2026 | — |
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| Annual Base Rent (ABR) for near-term rent commencements from signed leases | $73M | fourth quarter 2025 | — |
| Gross leasable space | 100M | fourth quarter 2025 | — |
| Pro-rata portfolio occupancy | 96.4% | fourth quarter 2025 | — |
| Shopping centers and mixed-use assets owned interests in | 565 | fourth quarter 2025 | — |
| Total operating, active, and entitled multifamily units | 14,196 | fourth quarter 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Retail — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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KIM
this stock
Kimco Realty Corp
|
$16.37B | +20.4% | +5.1% | — | 4.7% |
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SPG
Simon Property Group Inc.
|
$71.05B | +18.6% | +6.7% | 15.5 | 3.0% |
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O
Realty Income Corp
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$59.37B | +11.3% | +9.1% | 45.8 | 4.8% |
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UNBLF
Unibail-Rodamco SE/ADR
|
$17.90B | +9.7% | — | — | 0.0% |
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REG
Regency Centers Corp
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$14.05B | +11.1% | +6.9% | — | 2.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KIM | -0.2% | -6.6% | +4.3% | -4.2% | +20.4% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -0.6% | -11.0% | -9.5% | -8.1% | +6.6% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.