Kimco Realty Corporation $KIM Holdings Decreased by State of New Jersey Common Pension Fund D

State of New Jersey Common Pension Fund D trimmed its position in Kimco Realty Corporation (NYSE:KIM) by 3.4% in the fourth quarter, Holdings Channel.com reports. The fund owned 781,885 shares of the real estate investment trust’s stock after selling 27,867 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Kimco Realty were worth $15,849,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. State Street Corp raised its position in shares of Kimco Realty by 2.2% during the 3rd quarter. State Street Corp now owns 47,382,410 shares of the real estate investment trust’s stock worth $1,035,306,000 after purchasing an additional 1,034,573 shares during the period. Daiwa Securities Group Inc. raised its position in shares of Kimco Realty by 0.5% during the 3rd quarter. Daiwa Securities Group Inc. now owns 12,195,113 shares of the real estate investment trust’s stock worth $266,463,000 after purchasing an additional 63,054 shares during the period. Centersquare Investment Management LLC raised its position in shares of Kimco Realty by 1.6% during the 3rd quarter. Centersquare Investment Management LLC now owns 11,935,173 shares of the real estate investment trust’s stock worth $260,784,000 after purchasing an additional 188,261 shares during the period. Federated Hermes Inc. raised its position in shares of Kimco Realty by 27.2% during the 3rd quarter. Federated Hermes Inc. now owns 10,649,864 shares of the real estate investment trust’s stock worth $232,700,000 after purchasing an additional 2,280,090 shares during the period. Finally, Dimensional Fund Advisors LP raised its position in shares of Kimco Realty by 0.5% during the 3rd quarter. Dimensional Fund Advisors LP now owns 10,075,563 shares of the real estate investment trust’s stock worth $220,147,000 after purchasing an additional 51,079 shares during the period. 89.25% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on KIM shares. Barclays reiterated an “overweight” rating and set a $25.00 price target on shares of Kimco Realty in a research report on Tuesday, January 13th. Evercore set a $25.00 price target on Kimco Realty in a research report on Friday. Robert W. Baird set a $25.00 price target on Kimco Realty in a research report on Friday, February 13th. UBS Group dropped their price target on Kimco Realty from $30.00 to $26.00 and set a “buy” rating on the stock in a research report on Thursday, January 8th. Finally, Mizuho set a $21.00 price target on Kimco Realty in a research report on Friday, January 9th. One research analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, Kimco Realty presently has an average rating of “Moderate Buy” and an average target price of $24.80.

Trending Headlines about Kimco Realty

Here are the key news stories impacting Kimco Realty this week:

• Positive Sentiment: Q1 results beat expectations: reported EPS of $0.46 and revenue of $558.0M, topping consensus and showing 4% year-over-year revenue growth — confirms underlying portfolio resilience. Kimco Realty® Announces First Quarter 2026 Results
• Positive Sentiment: Strong leasing and rent growth: leased 4.4M sq ft, new lease spreads ~24% and a record $77M of future ABR from signed-but-not-open deals — supports FFO visibility beyond the quarter. Kimco tightens 2026 FFO outlook to $1.81-$1.84 as signed-but-not-open pipeline reaches $77M ABR
• Positive Sentiment: Dividend maintained: declared a $0.26 quarterly dividend (4.4% yield) with a June 5 ex‑dividend date — supports income-oriented investors and total‑return case.
• Neutral Sentiment: Tightened FY‑2026 FFO guidance to $1.81–$1.84 (consensus ~1.82): the range is centered on Street expectations, reducing uncertainty but offering limited upside surprise potential. Kimco tightens 2026 FFO outlook after record lease pipeline
• Neutral Sentiment: Beat driven by leasing and occupancy gains rather than one‑off items — positive for durability but means near‑term upside depends on continued leasing momentum and rent realization. Kimco Realty Corporation Q1 2026 Earnings Call Summary
• Negative Sentiment: Shares are trading lower today despite the beat — likely reflecting guidance tightening that removed surprise upside and possible profit‑taking after the recent run; valuation (PE ~28.9) and yield tradeoffs may also temper bullish conviction.

Kimco Realty Stock Performance

Shares of KIM stock opened at $23.39 on Friday. Kimco Realty Corporation has a 12-month low of $19.76 and a 12-month high of $24.31. The firm has a market capitalization of $15.77 billion, a price-to-earnings ratio of 28.87, a price-to-earnings-growth ratio of 1.32 and a beta of 0.97. The business has a 50 day simple moving average of $23.17 and a 200 day simple moving average of $21.68. The company has a debt-to-equity ratio of 0.78, a current ratio of 3.78 and a quick ratio of 3.31.

Kimco Realty (NYSE:KIM) last issued its quarterly earnings data on Thursday, April 30th. The real estate investment trust reported $0.46 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.45 by $0.01. Kimco Realty had a return on equity of 5.82% and a net margin of 28.54%.The business had revenue of $558.02 million during the quarter, compared to analyst estimates of $542.73 million. During the same period in the prior year, the company posted $0.44 EPS. The business’s revenue for the quarter was up 4.0% compared to the same quarter last year. Kimco Realty has set its FY 2026 guidance at 1.810-1.840 EPS. On average, equities research analysts anticipate that Kimco Realty Corporation will post 1.82 EPS for the current year.

Kimco Realty Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, June 18th. Investors of record on Friday, June 5th will be issued a $0.26 dividend. This represents a $1.04 dividend on an annualized basis and a yield of 4.4%. The ex-dividend date of this dividend is Friday, June 5th. Kimco Realty’s dividend payout ratio is 128.40%.

Kimco Realty Profile

Founded in 1958 by Milton Cooper and headquartered in Jericho, New York, Kimco Realty Corporation (NYSE: KIM) is a leading publicly traded real estate investment trust (REIT) specializing in the ownership, operation and development of open-air shopping centers. The company’s portfolio, concentrated on neighborhood and community centers anchored by grocery stores, encompasses approximately 400 properties across the United States, with selective holdings in Canada and Mexico.

Kimco’s core business activities include acquiring, repositioning and managing retail real estate assets that serve as daily-need destinations for consumers.