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Edge14 Nov 2025
Ball: The King of Cans
From a 19th-century glass-jar legacy to a global plant network, Ball is now a pure-play aluminum can partner to the world's biggest beverage brands.
Kimco Realty (KIM) investor relations material
Kimco Realty Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary30 Oct, 2025
Executive summary
Delivered FFO of $0.44–$0.45 per diluted share for Q3 2025, exceeding expectations and prompting a full-year FFO guidance increase.
Achieved record small shop occupancy at 92.5% and a record leased-to-economic occupancy spread, driven by strong leasing and robust demand for grocery-anchored properties.
Completed and integrated the RPT Realty acquisition, adding 56 properties and realizing $36M in cost synergies.
Innovation initiatives advanced with the creation of the Office of Innovation and Transformation and key leadership appointments.
Portfolio now totals 564 properties and 100.4 million sq. ft., with a focus on necessity-based retail in high-barrier markets.
Financial highlights
FFO for Q3 2025 was $300.3 million ($0.44–$0.45 per diluted share), up 2.3% year-over-year.
Same-site NOI increased 1.9% for Q3 and 3% year-to-date.
Pro-rata occupancy rose to 95.7%, with anchor occupancy at 97.0% and small shop occupancy at a record 92.5%.
Leasing spreads: 21.1% for new deals, 8.2% for renewals/options, 11.1% blended YTD.
SNO pipeline at a record $71 million, with $31 million expected cash flow impact in 2025.
Outlook and guidance
Full-year 2025 FFO guidance raised to $1.75–$1.76 per diluted share, with net income guidance at $0.77–$0.79 per share.
Maintaining same-site NOI growth outlook of 3% or better, with credit loss assumptions revised to 75–85 bps.
SNO pipeline expected to drive incremental revenue through 2027, with 60% projected to commence in 2026.
2025 capital allocation: $275M–$300M for leasing/capex, $90M–$110M for redevelopment, $100M–$125M net acquisitions.
Interest expense expected to be a headwind in 2026 due to $825 million of debt maturing.
Expected ROI from innovation investments?
What drives Kimco's retailer investment strategy?
Future outlook for ground lease dispositions?
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Next Kimco Realty earnings date
Q4 20256 Feb, 2026
Next Kimco Realty earnings date
Q4 20256 Feb, 2026
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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.
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