Kimco Realty's revenue momentum, up 4.9% year-over-year in Q2 2026 to $550.8M, is supported by acquisitions and strong leasing, while NOI margins remain stable at 69.1%. However, FFO per share growth has been volatile, swinging from $0.21 in Q1 2024 to $0.45 i...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 4.9% year-over-year to $550.8M in Q2 2026, with NOI margin stable at 69.1%, though FFO per share dipped 3.1% to $0.45.
Kimberly-Clark's established brands, including Huggies, Kleenex, and Scott, enjoy strong consumer loyalty and global distribution. This brand strength protects the company from local economic fluctuations and helps maintain its shelf dominance.
The company has demonstrated consistent cash flow generation, allowing it to maintain a strong dividend payout. With a history of increasing its dividend for 52 consecutive years, Kimberly-Clark has earned 'Dividend King' status, and its current dividend yield is approximately 3.6%.
Recent financial performance indicates resilience, with solid revenue and effective cost management contributing to profitability. For instance, in Q4 2025, Kimberly-Clark reported a net income of $499 million, showcasing its effective cost management.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 4, 2026 | $0.22+12.1% vs $0.20 | $546M+0.5% vs $544M |
Q2 2026 Apr 30, 2026 | $0.23+19.4% vs $0.19 | $553M+1.9% vs $543M |
Q1 2026 Feb 12, 2026 | $0.22+23.4% vs $0.18 | $538M+0.2% vs $537M |
Q4 2025 Oct 30, 2025 | $0.20+12.0% vs $0.18 | $531M+1.5% vs $523M |
JERICHO, N.Y., Sept. 22, 2026 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE: KIM) will announce its third quarter 2026 earnings on Thursday October 29, 2026, before market open. You are invited to listen to our quarterly earnings conference call. The webcast information is as follows:
Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Kimco Realty (KIM) have what it takes?
Kimco Realty offers an attractive 5% yield and trades at 12.3x forward P/FFO, below its 10-year average, presenting a compelling value. KIM's high-quality, necessity-based portfolio, robust leasing activity, and strong SNO pipeline support FFO/share growth. An A- rated balance sheet, disciplined capital recycling, and recent dividend hike to pre-pandemic levels enhance total return prospects and income safety.
Kimco Realty remains a Hold, with shares trading near intrinsic value and limited near-term upside. Record portfolio occupancy of 96.4% and a guidance boost highlight strong leasing demand, but macro risks persist. KIM's dividend yield rises to 4.87% after a 7.7% increase, supported by an 80% targeted AFFO payout ratio and robust credit ratings.
Benchmark KIM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Kimco Realty Corporation (KIM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $22.22 | $14.98B | 26.77 | 5.06% | 27.29% | 5.46% | 4.77% | |
| $72.73 | $13.28B | 25.79 | 3.39% | 38.24% | 9.22% | — | |
| $109.39 | $9.45B | 22.84 | 6.35% | 32.66% | 12.33% | — | |
| $2.97 | $155.85M | 0.88 | -55.61% | 180.47% | 40.56% | — | |
| $27.64 | $8.48B | 22.11 | 6.73% | 30.83% | 14.39% | — | |
| $19.11 | $2.62B | 201.16 | 14.2% | 13.57% | 2.07% | — |
Kimco Realty Corporation (KIM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Kimco Realty Corporation (KIM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 4, 2026·SEC
Jun 15, 2026·SEC
Jun 11, 2026·SEC
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Kimco Realty Corporation (KIM) stock FAQ — growth, dividends, profitability & financials explained
Kimco Realty Corporation (KIM) reported $2.19B in revenue for fiscal year 2025. This represents a 1201% increase from $168.1M in 1996.
Kimco Realty Corporation (KIM) grew revenue by 5.1% over the past year. This is steady growth.
Yes, Kimco Realty Corporation (KIM) is profitable, generating $606.5M in net income for fiscal year 2025 (27.3% net margin).
Yes, Kimco Realty Corporation (KIM) pays a dividend with a yield of 4.77%. This makes it attractive for income-focused investors.
Kimco Realty Corporation (KIM) has a return on equity (ROE) of 5.5%. This is below average, suggesting room for improvement.
Kimco Realty Corporation (KIM) generated Funds From Operations (FFO) of $1.22B in the trailing twelve months. FFO is the primary profitability metric for REITs.
Kimco Realty Corporation (KIM) offers a 4.77% dividend yield, which is attractive for income investors. REITs are required to distribute at least 90% of taxable income to shareholders.
