Kimco Realty Corporation (KIM) earnings on August 4, 2026
More Kimco Realty Corporation earnings
Prior outlook: Pessimistic Outcome: Accurate
The stock opened before regular market review and rose initially, but fell to close 1.57% lower. Despite analysts upgrading their view, the price still dropped.
KIM price around the earnings
25.01
Change: -1.6%
2026-08-04, 20:00 UTC
- Price: green if it ends above the starting price; red if it ends below
- End of the measured window
- Market open
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Analysts cautious — risk outweighs reward
Analysts are cautious because the company has only met earnings expectations half the time and the stock has been losing ground recently. Even though some analysts upgraded their ratings, the limited upside and weak trend suggest the risk is higher than the reward.
Context analyzed before publication
- Summary
- Analysts cautious — risk outweighs reward
- Playbook
- The stock has been falling recently and is underperforming the broader market. The price is showing negative trend strength, and the recent decline into the earnings event reflects a cautious mood.
- Trend
- Analyst confidence has deteriorated over the week
Analysts
Drivers
-
Analysts
Neutral
Analysts have a buy consensus with recent upgrades, but the target upside of only +5.5% is not enough to offset the technical weakness.
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 2.33
- Analysts covering the stock
- 22
- Average price target
- 26.82
- Lowest price target
- 24
- Highest price target
- 31
- Upside to price target
- 5.5%
- Quarterly earnings growth
- 24.2%
- Revenue growth
- 4%
- Forward EPS
- 0.87
- Trailing EPS
- 0.87
- Analyst moves in the last 60 days
- 4
- Strong buy: 2
- Buy: 7
- Hold: 15
- Sell: 0
- Strong sell: 0
- Strong buy
- 2
- Buy
- 7
- Hold
- 15
- Sell
- 0
- Strong sell
- 0
- July 23, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
- July 21, 2026 · Piper Sandler: Maintains rating (Overweight → Overweight)
- July 9, 2026 · UBS: Maintains rating (Buy → Buy)
- June 22, 2026 · Wolfe Research: Upgrades rating (Peer Perform → Outperform)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- High
- Normalized volume
- 99%
News
Sources (3)
- Wells Fargo Maintains Equal-Weight on Kimco Realty, Raises Price Target to $26 (opens in a new tab) — Benzinga
- Piper Sandler Maintains Overweight on Kimco Realty, Raises Price Target to $31 (opens in a new tab) — Benzinga
- UBS Maintains Buy on Kimco Realty, Raises Price Target to $29 (opens in a new tab) — Benzinga
Technicals
Drivers
-
Technical
Negative
The stock has negative trend strength over the past two weeks and is underperforming the S&P 500, reflecting structural weakness.
Evidence
- Price when the context was analyzed
- 25.42
- Average true range (ATR)
- 1.7%
- Distance to 52-week high
- -3.4%
- 14-day change (14d)
- -2.4%
- 30-day change (32d)
- +0.4%
- 30-day relative strength
- -1.4%
- SPY change (32d)
- +1.7%
- Nearest support
- 25.31
- Distance to nearest support
- 0.4%
- Nearest resistance
- 25.53
- Distance to nearest resistance
- 0.4%
- Volume accumulation ratio (14d / 46d)
- 1.03
- Mid: 25.31 (0.4% away, 0.25 ATR, 17 touches)
- Major: 25.12 (1.2% away, 0.7 ATR, 20 touches)
- Mid: 25.02 (1.6% away, 0.93 ATR, 22 touches)
- Mid: 25.53 (0.4% away, 0.26 ATR, 10 touches)
- Mid: 25.71 (1.2% away, 0.69 ATR, 15 touches)
- Mid: 25.85 (1.7% away, 1.02 ATR, 19 touches)
Trends
Evidence
- Average earnings surprise
- +1.0%
- April 30, 2026: actual EPS 0.21 vs estimate 0.2 (surprise +7.5%)
- February 12, 2026: actual EPS 0.19 vs estimate 0.19 (surprise -3.7%)
- October 30, 2025: actual EPS 0.19 vs estimate 0.19 (surprise -2.6%)
- July 31, 2025: actual EPS 0.18 vs estimate 0.18 (surprise +2.9%)
Expected move
Drivers
-
Past earnings
Negative
The company has only beaten earnings expectations half the time, with a small average surprise of +1.0%, indicating unreliable earnings delivery.
- Implied move
- +1.6%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 2.1%
- 75th percentile move
- 3.3%
- 90th percentile move
- 4.5%
- Up / down moves
- 12 / 8
- Average up move
- +2.5%
- Average down move
- -2.0%
Monitoring and close
What Kimco Realty Corporation reported
- Status
- Finished
| Actual EPS | 0.46 |
|---|---|
| EPS estimate | 0.45 |
| EPS surprise | +2.2% |
| Revenue | $551 million |
| Revenue estimate | $542 million |
| Revenue surprise | +1.7% |
Kimco Realty reported Q2 results with record occupancy and a 12% dividend increase. The company raised its 2026 outlook, reflecting optimism.
Sources (9)
- Kimco Q2 FFO Meet Estimates as Leasing Gains Lift Occupancy (opens in a new tab) — Zacks
- Transcript: Kimco Realty Q2 2026 Earnings Conference Call (opens in a new tab) — Benzinga
- Kimco Realty (KIM) Reports Q2 Earnings: What Key Metrics Have to Say (opens in a new tab) — Zacks
- Kimco Realty (KIM) Q2 FFO Match Estimates (opens in a new tab) — Zacks
- Kimco Realty Raises FY2026 FFO Guidance from $1.81-$1.84 to $1.83-$1.84 vs $1.83 Est (opens in a new tab) — Benzinga
- Kimco Realty beat expectations in Q2: earnings per share of $0.46 versus $0.45 estimated, and revenue of $550.8M above the $541.6M forecast. — Benzinga
- Kimco Realty Q2 FFO $0.46 Beats $0.45 Estimate, Sales $550.801M Beat $541.647M Estimate (opens in a new tab) — Benzinga
- Kimco Realty® Announces Second Quarter 2026 Results (opens in a new tab) — Yahoo
- Kimco Realty Corporation 2026 Q2 - Results - Earnings Call Presentation (opens in a new tab) — SeekingAlpha
Pre-market second reading after the results
- Verdict
- Beat expectations
Heading into the open, results beat expectations on both earnings and revenue, and the price is indicating -0.2% pre-market, a move below the stock's usual reaction (about 2%). The figures don't confirm the prior scenario: that move is too small to draw conclusions from.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -1.6%
- Max favorable move (MFE)
- 2.3%
- Max adverse move (MAE)
- 1.1%