Company Dossier · Real Estate
Kimco Realty
- S&P 500
- Russell 1000
What Kimco Realty is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $2.19 billion, up 4.8% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to December 31, 2025: $1.10 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to December 31, 2025: $0.02 billion.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.12 billion.SEC EDGAR filings (10-K)
- Long-term debt issued in the fiscal year to December 31, 2019: $0.35 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 4, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 2 lowered, 0 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 20, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q1 2026: $0.2 million on the open market.SEC Form 4
- 696 institutional managers reported a position at June 30, 2026 (+37 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Kimco Realty is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings50th pct
- Deals and private raises47th pct
- Patent publications50th pct
Confident ↔ Hedging
Confident
- Call sentiment78th pct
- Call confidence53rd pct
- Guidance changes50th pct
- Risk factors added83rd pct
- Insider open-market trades—
- + Call sentiment
- + Risk factors added
- + Call confidence
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver21st pct
- Stress filings50th pct
Credit
How these are built →Kimco Realty's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$7.7B
- Due within a year $0.0B
- Longer term $7.7B
- Default point $3.9B (short + ½ long)
Finance leases included · Dec 31, 2025 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jun 16, 2025 | $500M | 5.300% | 2036 (11y) | +92bp | 5.354% |
| Sep 12, 2024 | $500M | 4.850% | 2035 (10y) | +118bp | 4.873% |
From the pricing term sheets Kimco Realty filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Jun 15, 20268-KMaterial agreement signedItem 1.01
- May 22, 20268-KShareholder vote resultsItem 5.07
- Feb 20, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 28, 20268-KDirector or officer changeItem 5.02
- Jan 21, 20268-KDirector or officer changeItem 5.02
- Nov 4, 20258-KMaterial agreement signedItem 1.01
- Jun 26, 20258-KMaterial agreement signedItem 1.01
- Jun 17, 20258-KMaterial agreement signedItem 1.01
- Apr 30, 20258-KDirector or officer changeItem 5.02
- Apr 30, 20258-KShareholder vote resultsItem 5.07
- Feb 21, 202510-KAnnual report (10-K)2 risk factors added, 5 removed
- Jan 21, 20258-KDirector or officer changeItem 5.02
- Dec 13, 20248-KShareholder vote resultsItem 5.07
- Feb 26, 202410-KAnnual report (10-K)9 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Regency Centers REG | $1.6B | — | Mar 31, 2026 |
| Brixmor Property Group BRX | $1.4B | — | Jun 30, 2026 |
| Federal Realty Investment Trust FRT | $1.3B | — | Mar 31, 2026 |
| NNN Reit NNN | $0.9B | — | Dec 31, 2025 |
| Realty Income O | $6.0B | — | Jun 30, 2026 |
| Simon Property Group SPG | $6.9B | $3.2B | Jun 30, 2026 |
| Mid-America Apartment Communities MAA | $2.2B | — | Mar 31, 2026 |
| Lamar Advertising LAMR | $2.3B | $0.7B | Jun 30, 2026 |