One customer — 3.7% of revenue (as of March 31, 2026)
“At March 31, 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 1.6%, 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 March 31, 2026)
“At March 31, 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 1.6%, 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 March 31, 2026)
“At March 31, 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 1.6%, 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 March 31, 2026)
“At March 31, 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 1.6%, 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 — 1.6% of revenue (as of March 31, 2026)
“At March 31, 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 1.6%, 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.”
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Kimco Realty Corporation registered 26,250,000 common shares for resale by noteholders receiving shares upon exchange of $600,000,000 aggregate principal amount of Kimco Realty OP, LLC's 3.50% exchangeable senior notes due 2031.
Kimco Realty Corporation reported net income available to common shareholders of $575.6 million, or $0.85 per diluted common share, for the nine months ended September 30, 2026. It generated net cash flow from operating activities of $977.8 million.
Kimco Realty Corporation reported third-quarter FFO of $316.2 million, or $0.47 per diluted share, and record 96.6% occupancy for September 30, 2026, then raised its 2026 FFO outlook to $1.84 to $1.86 per diluted share.
Useful current figures from the complete screener profile.
* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Kimco delivered 6.8% FFO-per-share growth and 4.9% same-property NOI growth, reached record occupancy with 31.5% new-lease spreads, and raised full-year FFO and NOI guidance. Its $76 million signed-not-open pipeline, margin expansion, liquidity, capital recycling, repurchases and dividend increase support further growth. Risks include higher rates, consumer pressure, transaction timing uncertainty, elevated interest expense, and the possibility of results falling outside guidance.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Illustrative technical + ownership context — a signal mix, not investment advice.
| Metric | Latest | Period | YoY |
|---|---|---|---|
| Blended pro-rata cash rent spreads | 13.1% | second quarter of 2026 | — |
| Credit loss as a percentage of total pro-rata rental revenues | 57 | second quarter | — |
| FFO non-GAAP | $309.2M | second quarter of 2026 | — |
| FFO available to the company's common shareholders | 620.42M | Six Months Ended June 30, 2026 | — |
| FFO per common share - basic | $0.92 | six months ended June 30, 2026 | — |
| FFO per common share - diluted | $0.92 | Six Months Ended June 30, 2026 | — |
| FFO per common share - diluted (3) | $0.92 | six months ended June 30, 2026 | — |
| Funds From Operations per diluted share non-GAAP | $0.46 | second quarter of 2026 | — |
| Leased area executed | 2.5M | second quarter of 2026 | — |
| Leases executed | 461 | second quarter of 2026 | — |
| Pro-rata anchor occupancy | 97.8% | second quarter of 2026 | — |
| Pro-rata cash rent spreads on new leases | 40.4% | second quarter of 2026 | — |
| Pro-rata leased occupancy | 96.4% | second quarter of 2026 | — |
| Same property NOI non-GAAP | 804.3M | six months ended June 30, 2026 | — |
| Same property NOI growth non-GAAP | 3.5% | second quarter | — |
| Same property NOI increase non-GAAP | 3.5% | the three months ended June 30, 2026 filing | — |
| Small shop occupancy | 92.9% | second quarter of 2026 | — |
| Spread between pro-rata leased and economic occupancy | 400 | second quarter of 2026 | — |
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
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
KIM
this stock
Kimco Realty Corp
|
$17.14B | +26.0% | +5.1% | 23.8 | 5.1% |
|
SPG
Simon Property Group Inc.
|
$75.13B | +25.9% | +6.7% | 16.8 | 3.1% |
|
O
Realty Income Corp
|
$55.94B | +4.3% | +9.1% | 40.6 | 4.4% |
|
UNBLF
Unibail-Rodamco SE
|
$14.60B | -7.4% | — | — | 0.0% |
|
REG
Regency Centers Corp
|
$13.94B | +10.3% | +6.9% | 27.2 | 3.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Kimco Realty Corporation registered 26,250,000 common shares for resale by noteholders receiving shares upon exchange of $600,000,000 aggregate principal amount of Kimco Realty OP, LLC's 3.50% exchangeable senior notes due 2031.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| KIM | +0.1% | +11.5% | +4.1% | +4.2% | +26.1% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -2.5% | +12.7% | +3.6% | +4.4% | +15.4% |
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.
