Are Wall Street Analysts Bullish on Kimco Realty Stock?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 06 2025
0mins
Should l Buy KIM?
Source: NASDAQ.COM
Company Overview: Kimco Realty Corporation, a REIT based in Jericho, New York, specializes in open-air, grocery-anchored shopping centers and has underperformed the market with an 8.5% stock increase over the past year compared to the S&P 500's 10.2% gains.
Financial Performance: Following strong Q1 results, KIM stock rose 4.9%, with revenues up 6.5% year-over-year and funds from operations (FFO) per share surpassing estimates; analysts maintain a "Moderate Buy" rating with a price target suggesting potential upside.
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Analyst Views on KIM
Wall Street analysts forecast KIM stock price to rise
15 Analyst Rating
5 Buy
10 Hold
0 Sell
Moderate Buy
Current: 23.530
Low
21.00
Averages
23.96
High
27.00
Current: 23.530
Low
21.00
Averages
23.96
High
27.00
About KIM
Kimco Realty Corporation is a real estate investment trust (REIT) and owner and operator of open-air, grocery-anchored shopping centers and mixed-use properties in the United States. The Company's portfolio is primarily concentrated in the first-ring suburbs of the major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. Its tenant mix is focused on essential, necessity-based goods and services that drive multiple shopping trips per week. It specializes in shopping center ownership, management, acquisitions, and value-enhancing redevelopment activities. Its properties & leasing services include finding available space, signature series, re/development, specialty leasing, leasing programs, acquisitions & dispositions, and preferred equity & mezzanine financing. The Company has interests in approximately 568 United States shopping center properties, aggregating 101 million square feet of gross leasable area, located in 30 states.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Three Top Real Estate Investment Trusts to Know
- Federal Realty Investment Trust: Federal Realty stands out with 58 consecutive years of dividend increases, qualifying as a Dividend King, focusing on high-quality open-air retail and mixed-use properties, and despite a smaller portfolio, it excels in high-income markets, likely continuing its dividend growth.
- Realty Income: As the sixth-largest REIT globally, Realty Income boasts over $61 billion in real estate across nine countries, relying on stable net-leased properties for dependable monthly dividends, having raised its payout for over 30 years, and will continue to drive dividend growth through new investments.
- Prologis: Prologis, one of the largest REITs, manages over $215 billion in assets, primarily investing in warehouses that support the global economy, with $3.2 trillion in goods flowing through its distribution centers annually, and plans to invest $30 billion to $50 billion in data centers over the next decade, creating $25 billion in value for investors.
- Dividend Growth Potential: These three REITs have a strong history of dividend growth, with Federal Realty, Realty Income, and Prologis employing investment strategies that make them ideal long-term holds, providing sustainable returns for investors.
See More
Dividend Growth Leaders in the REIT Sector
- Dividend King: Federal Realty Investment Trust stands out as the only REIT with a remarkable 58-year streak of dividend increases, focusing on high-quality retail and mixed-use properties, which allows it to maintain a competitive edge despite a smaller portfolio.
- Reliable Monthly Dividends: Realty Income, the sixth-largest REIT globally with over $61 billion in assets, has consistently raised its dividend for over 30 years, showcasing its strength in the net-lease market through a diversified portfolio that generates stable rental income.
- Logistics and Data Center Investments: Prologis, managing nearly 5,900 buildings and over $215 billion in assets, boasts a 13% annual dividend growth rate, significantly above the sector average, and plans to invest $30 billion to $50 billion in data centers over the next decade to meet digital infrastructure demands.
- Sector Size and Opportunities: The REIT sector comprises 191 publicly traded companies with a combined market capitalization nearing $1.5 trillion, prompting investors to focus on high-quality REITs like Federal Realty, Realty Income, and Prologis for long-term shareholder value growth.
See More
Dividend Kings: Reliable Sources of Passive Income
- Dividend Growth Record: Federal Realty Investment Trust (FRT) has increased its dividend for 58 consecutive years, making it a leader in the REIT sector with 104 properties and 28.8 million square feet of commercial space, focusing on high-quality shopping centers to ensure steady earnings growth that supports ongoing dividend increases.
- Global Beverage Giant: PepsiCo (PEP) recently raised its dividend by 4%, extending its growth streak to 54 years, and with its strong brand portfolio and consistent cash flow, it is expected to continue achieving 4% to 6% annual organic revenue growth, ensuring the sustainability of its dividends.
- Utility Stability: Black Hills Corporation (BKH) provides electric and natural gas services to nearly 1.4 million customers across eight states, boasting a 56-year dividend growth record, and plans to invest $4.7 billion by 2030 to meet growing energy demands, supporting its ongoing dividend growth.
- Acquisition Expansion Plans: Black Hills plans to expand its scale through acquisitions, recently agreeing to merge with NorthWestern Energy, which is expected to increase the combined company's annual earnings growth rate to 5% to 7%, further enhancing its dividend payment capacity.
See More
Kimco Realty Reports Strong Q4 2025 Earnings with Positive Outlook
- Strong Financial Performance: Kimco Realty reported Q4 2025 FFO of $0.44 per share, a 4.8% increase year-over-year, with total FFO for the year reaching approximately $1.2 billion, reflecting sustained growth in cash flow and disciplined capital allocation.
- Record Leasing Achievements: CEO Conor Flynn highlighted a portfolio occupancy rate of 96.4% in 2025, matching an all-time high, while new leasing volume reached 1.2 million square feet, the highest in over a decade, indicating robust market demand.
- Capital Recycling Strategy: Kimco plans to dispose of $300 million to $500 million in assets in 2026, primarily consisting of lower-growth multi-tenant centers and non-income-producing land, with projected sales at cap rates of 5% to 6%, aimed at optimizing its asset portfolio and enhancing long-term growth potential.
- Positive Future Outlook: CFO Glenn Cohen projected 2026 FFO per share in the range of $1.80 to $1.84, representing a growth rate of 2.3% to 4.5%, while same-property NOI growth is expected to be between 2.5% and 3.5%, demonstrating the company's confidence in future market conditions.
See More
Kimco Realty Declares Quarterly Dividend of $0.26
- Quarterly Dividend Announcement: Kimco Realty has declared a quarterly dividend of $0.26 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Dividend Yield: The forward yield of 4.73% provides investors with a relatively attractive return, potentially drawing more attention from those seeking stable income in their investment portfolios.
- Payment Schedule: The dividend is payable on March 19, with a record date of March 6 and an ex-dividend date also set for March 6, ensuring shareholders receive their earnings promptly, thereby strengthening shareholder relations.
- Positive Market Reaction: Kimco Realty exceeded street expectations in Q4 and provided an optimistic outlook for the fiscal year, demonstrating the company's competitiveness and growth potential in the market, which may drive stock price appreciation.
See More
Kimco Realty Reports Decline in Q4 Net Income
- Net Income Decline: Kimco Realty reported a net income of $143.63 million in Q4, down from $154.84 million last year, indicating pressure on profitability that could affect investor confidence.
- Earnings Per Share Drop: EPS fell from $0.23 to $0.21, reflecting weakened profitability which may lower shareholder expectations for future earnings.
- Operating Income Increase: Operating income rose from $166.39 million to $197.30 million, suggesting improvements in operational efficiency that could lay the groundwork for future profit growth.
- Revenue Growth: The company’s total revenue for Q4 was $542.46 million, up from $525.40 million last year, indicating stable market demand despite challenges to overall profitability.
See More
Three Top Real Estate Investment Trusts to Know
- Federal Realty Investment Trust: Federal Realty stands out with 58 consecutive years of dividend increases, qualifying as a Dividend King, focusing on high-quality open-air retail and mixed-use properties, and despite a smaller portfolio, it excels in high-income markets, likely continuing its dividend growth.
- Realty Income: As the sixth-largest REIT globally, Realty Income boasts over $61 billion in real estate across nine countries, relying on stable net-leased properties for dependable monthly dividends, having raised its payout for over 30 years, and will continue to drive dividend growth through new investments.
- Prologis: Prologis, one of the largest REITs, manages over $215 billion in assets, primarily investing in warehouses that support the global economy, with $3.2 trillion in goods flowing through its distribution centers annually, and plans to invest $30 billion to $50 billion in data centers over the next decade, creating $25 billion in value for investors.
- Dividend Growth Potential: These three REITs have a strong history of dividend growth, with Federal Realty, Realty Income, and Prologis employing investment strategies that make them ideal long-term holds, providing sustainable returns for investors.
See More
Dividend Growth Leaders in the REIT Sector
- Dividend King: Federal Realty Investment Trust stands out as the only REIT with a remarkable 58-year streak of dividend increases, focusing on high-quality retail and mixed-use properties, which allows it to maintain a competitive edge despite a smaller portfolio.
- Reliable Monthly Dividends: Realty Income, the sixth-largest REIT globally with over $61 billion in assets, has consistently raised its dividend for over 30 years, showcasing its strength in the net-lease market through a diversified portfolio that generates stable rental income.
- Logistics and Data Center Investments: Prologis, managing nearly 5,900 buildings and over $215 billion in assets, boasts a 13% annual dividend growth rate, significantly above the sector average, and plans to invest $30 billion to $50 billion in data centers over the next decade to meet digital infrastructure demands.
- Sector Size and Opportunities: The REIT sector comprises 191 publicly traded companies with a combined market capitalization nearing $1.5 trillion, prompting investors to focus on high-quality REITs like Federal Realty, Realty Income, and Prologis for long-term shareholder value growth.
See More
Dividend Kings: Reliable Sources of Passive Income
- Dividend Growth Record: Federal Realty Investment Trust (FRT) has increased its dividend for 58 consecutive years, making it a leader in the REIT sector with 104 properties and 28.8 million square feet of commercial space, focusing on high-quality shopping centers to ensure steady earnings growth that supports ongoing dividend increases.
- Global Beverage Giant: PepsiCo (PEP) recently raised its dividend by 4%, extending its growth streak to 54 years, and with its strong brand portfolio and consistent cash flow, it is expected to continue achieving 4% to 6% annual organic revenue growth, ensuring the sustainability of its dividends.
- Utility Stability: Black Hills Corporation (BKH) provides electric and natural gas services to nearly 1.4 million customers across eight states, boasting a 56-year dividend growth record, and plans to invest $4.7 billion by 2030 to meet growing energy demands, supporting its ongoing dividend growth.
- Acquisition Expansion Plans: Black Hills plans to expand its scale through acquisitions, recently agreeing to merge with NorthWestern Energy, which is expected to increase the combined company's annual earnings growth rate to 5% to 7%, further enhancing its dividend payment capacity.
See More
Kimco Realty Reports Strong Q4 2025 Earnings with Positive Outlook
- Strong Financial Performance: Kimco Realty reported Q4 2025 FFO of $0.44 per share, a 4.8% increase year-over-year, with total FFO for the year reaching approximately $1.2 billion, reflecting sustained growth in cash flow and disciplined capital allocation.
- Record Leasing Achievements: CEO Conor Flynn highlighted a portfolio occupancy rate of 96.4% in 2025, matching an all-time high, while new leasing volume reached 1.2 million square feet, the highest in over a decade, indicating robust market demand.
- Capital Recycling Strategy: Kimco plans to dispose of $300 million to $500 million in assets in 2026, primarily consisting of lower-growth multi-tenant centers and non-income-producing land, with projected sales at cap rates of 5% to 6%, aimed at optimizing its asset portfolio and enhancing long-term growth potential.
- Positive Future Outlook: CFO Glenn Cohen projected 2026 FFO per share in the range of $1.80 to $1.84, representing a growth rate of 2.3% to 4.5%, while same-property NOI growth is expected to be between 2.5% and 3.5%, demonstrating the company's confidence in future market conditions.
See More
Kimco Realty Declares Quarterly Dividend of $0.26
- Quarterly Dividend Announcement: Kimco Realty has declared a quarterly dividend of $0.26 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Dividend Yield: The forward yield of 4.73% provides investors with a relatively attractive return, potentially drawing more attention from those seeking stable income in their investment portfolios.
- Payment Schedule: The dividend is payable on March 19, with a record date of March 6 and an ex-dividend date also set for March 6, ensuring shareholders receive their earnings promptly, thereby strengthening shareholder relations.
- Positive Market Reaction: Kimco Realty exceeded street expectations in Q4 and provided an optimistic outlook for the fiscal year, demonstrating the company's competitiveness and growth potential in the market, which may drive stock price appreciation.
See More
Kimco Realty Reports Decline in Q4 Net Income
- Net Income Decline: Kimco Realty reported a net income of $143.63 million in Q4, down from $154.84 million last year, indicating pressure on profitability that could affect investor confidence.
- Earnings Per Share Drop: EPS fell from $0.23 to $0.21, reflecting weakened profitability which may lower shareholder expectations for future earnings.
- Operating Income Increase: Operating income rose from $166.39 million to $197.30 million, suggesting improvements in operational efficiency that could lay the groundwork for future profit growth.
- Revenue Growth: The company’s total revenue for Q4 was $542.46 million, up from $525.40 million last year, indicating stable market demand despite challenges to overall profitability.
See More
