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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Kimco Realty
Kimco Realty (KIM) investor relations material
Kimco Realty Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary29 Oct, 2026
Executive summary
Q3 FFO per diluted share rose 6.8% to $0.47; same-property NOI grew 4.9% and occupancy reached a record 96.6%.
2026 diluted-share guidance increased to net income of $1.07–$1.09 and FFO of $1.84–$1.86.
Portfolio comprised 561 shopping centers totaling 99.1M sq. ft.; 87% of ABR was grocery-anchored.
Financial highlights
Q3 net income available to common shareholders was $272.5M, or $0.41 per diluted share, versus $130.2M and $0.19; additional property-sale gains drove much of the increase.
Q3 revenue was $546.1M versus $535.9M; FFO was $316.2M, or $0.47 per diluted share, versus $300.3M and $0.44.
Same-property NOI rose 4.9% in Q3 and 3.3% for 9M, supported by minimum-rent growth and higher recoveries; 9M gains were partly offset by higher non-recoverable expenses.
9M operating cash flow was $977.8M versus $861.6M; net income available to common shareholders was $575.6M versus $410.8M.
Outlook and guidance
2026 FFO guidance increased to $1.84–$1.86 per diluted share and same-property NOI growth guidance to 3.5%–3.8%; net income guidance rose to $1.07–$1.09.
Credit-loss guidance improved to 50–60 bps of rental revenue from 55–75 bps previously.
The $76M signed-not-open ABR pipeline carried a 390 bps spread; commencements were expected 28% in 4Q26, 57% in 2027 and 15% in 2028.
2026 plans include $400M–$500M of net-neutral acquisition/disposition volume, $75M–$125M of net structured investments and $140M–$150M of redevelopment.
Full 2027 outlook is to be provided with Q4 results; modest maturities and signed leasing provide embedded growth entering the year.
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Latest events from Kimco Realty
- Leasing rebounded to 2.8M sq. ft. as FY 2021 guidance moved higher.KIM
Q1 2021 - Occupancy rebounded, NOI grew 16.7%, and FY 2021 guidance was raised.KIMQ2 2021
- Record leasing lifted occupancy to 95.7%; 2023 FFO guidance is $1.53–$1.57.KIMQ4 2022
- Grocery-anchored scale and One Kimco efficiencies drive operating leverage and growth.KIMCorporate presentation
- Record occupancy, grocery-anchored focus, and strong FFO growth drive sector-leading performance.KIMBofA NY Global Real Estate Conference 2026
- Record occupancy and 4.5% FFO growth with raised 2026 outlook and strong capital actions.KIMQ2 2026
- FFO/share up 5.1% YoY, record occupancy, and raised 2024 guidance after RPT integration.KIMQ2 2024
- Record occupancy, higher FFO, and raised 2024 guidance highlight strong performance.KIMQ3 2024
- Q4 FFO/share up 7.7% with strong leasing, RPT integration, and high occupancy; positive 2025 outlook.KIMQ4 2024
Next Kimco Realty earnings date
Q4 202611 Feb, 2027
Kimco Realty
Next Kimco Realty earnings date
Q4 202611 Feb, 2027
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Frequently asked questions
Shopping Center Focused REIT
Kimco Realty Corporation is an American real estate investment trust (REIT) The company specializes in the ownership, management, and development of open-air shopping centers anchored by grocery stores. These properties are strategically located in areas with high consumer traffic and communities with strong economic fundamentals. The company is headquartered in Jericho, New York, and its shares are listed on the NYSE.
Cooper and Kimmel
Kimco was founded in 1960 by Milton Cooper and Martin Kimmel. It started as a small real estate enterprise focusing on developing neighborhood shopping centers, typically anchored by a well-known supermarket. The company capitalized on suburban expansion across the U.S. and the subsequent growing demand for conveniently located retail spaces. While the retail industry has had to adapt to the rise of E-commerce, Kimco responded by adapting its strategy, focusing on high-quality shopping centers in key markets and divesting from non-core properties. It also focused on the development of shopping centers that were e-commerce resistant, focusing on businesses that provided experiences or services not easily replicated online, like restaurants or fitness centers.
The Retail Locations
The company specializes in the ownership, management, and development of shopping centers. Its portfolio primarily consists of open-air, neighborhood, and community shopping centers, often anchored by supermarkets, discount department stores, or drugstores. Some examples of tenants that lease locations from the company include national chains such as Planet Fitness, Kroger, and Walmart. These centers are strategically located in high-traffic areas, frequently at major intersections or close to residential neighborhoods, to ensure visibility and accessibility to consumers.
Kimco is a REIT
Kimco operates as a Real Estate Investment Trust (REIT), a structure that entails specific financial and operational practices. As a REIT, Kimco primarily earns income through leasing space in its properties to tenants. The REIT structure mandates that the company distribute at least 90% of its taxable income to shareholders in the form of dividends, which makes it attractive to investors seeking regular income.
This model offers tax advantages; REITs are generally exempt from corporate income tax on earnings distributed as dividends, avoiding double taxation. To qualify as a REIT, Kimco must adhere to certain requirements, including investing at least 75% of its total assets in real estate and deriving at least 75% of its gross income from rents or mortgage interest.