Kimco Realty Corporation (KIM)

Kimco Realty announced a 35% increase in net income and a 7.3% rise in Funds From Operations (FFO) per diluted share for Q2 2025, leading to an increased 2025 outlook. The company sold a Home Depot-anchored property for $49.5 million, issued $500 million of senior unsecured notes, and repurchased 3.0 million shares of common stock. Kimco participated in the BofA Securities 2025 Global Real Estate Conference and achieved an 'A-' credit rating from S&P Global Ratings. As of October 27, 2025, the stock price was $22.37, with a six-month positive return of approximately 9.78%, but a year-to-date return of -4.50%. Insider trading activity includes a sale of 8,714 shares by Frank Lourenso, and institutional investors showed mixed activity in Q1 and Q2 2025.

Demand for Kimco Realty's properties is generally stable due to its focus on essential goods and services, which drive consistent consumer traffic. The shopping center industry benefits from an imbalance of supply and demand, with new stores opening at twice the rate of closings. Small shop occupancy is at an all-time high, indicating a resilient demand environment and suggesting that traditional retail seasonality has a less pronounced impact on Kimco's business performance.

Kimco Realty Corporation is a real estate investment trust specializing in the ownership and operation of open-air, grocery-anchored shopping centers and mixed-use properties across the United States. Founded in 1958 and headquartered in Jericho, New York, Kimco focuses on the retail real estate industry, strategically designing its portfolio to include tenants offering essential goods and services.

Kimco Realty's geographic footprint spans the contiguous United States and Puerto Rico. The company's portfolio is concentrated in the first-ring suburbs of major metropolitan markets, including high-barrier-to-entry coastal markets and rapidly expanding Sun Belt cities. As of June 30, 2025, Kimco owned interests in 566 U.S. shopping centers and mixed-use assets, encompassing 101 million square feet of gross leasable space.

Kimco Realty maintains a strong brand reputation through its commitment to corporate responsibility and ESG issues. The company was recognized on Forbes' Third Annual Net Zero Leaders List and achieved an 'A-' credit rating from S&P Global Ratings. Kimco was also certified as a "Great Place to Work" from September 2023 to 2024. Its focus on high-quality, grocery-anchored centers contributes to its stable operating performance and positive reputation.

Kimco Realty's ownership is predominantly institutional, with institutional shareholders holding approximately 60.91% to 94.29% of the company's stock. Insiders own between 2.26% and 6.12%, while retail investors hold around 0.00% to 36.83%. The largest individual shareholder is Milton Cooper, owning 3.24% of the company. Major institutional owners include Vanguard Group Inc., BlackRock, Inc., and State Street Corp.