Kimco Realty's earnings call reflects a strong performance with notable achievements in funds from operations, small shop occupancy, and grocery-anchored portfolio growth. Despite minor challenges such as slight occupancy dips and increased interest expenses, the company demonstrates a solid strategy with AI deployment and financial flexibility.

Company Guidance -

Q3 2025

During the Kimco Realty second quarter 2025 earnings call, the company reported impressive financial and operational performance metrics. Kimco achieved funds from operations (FFO) of $0.44 per diluted share, marking a 7.3% increase year-over-year. The company also achieved a new all-time high in small shop occupancy at 92.2%, reflecting strong tenant demand. Kimco reported a blended pro-rata leasing spread of 15%, the highest in nearly eight years. Additionally, the RPT portfolio's small shop occupancy climbed to 90.3%, up 190 basis points since acquisition. The company executed 174 new leases totaling 916,000 square feet with an average spread of 34%, and completed 332 renewals covering 1.8 million square feet at a 9.6% spread, contributing to a blended spread of 15.2%. The pro-rata occupancy was slightly down to 95.4% due to lease rejections from JOANN and Party City, but Kimco is quickly backfilling these spaces, many at higher rents. The company increased its full-year FFO guidance range to $1.73 to $1.75 per share and raised its same-site NOI growth outlook to 3% or better.

Increase in Funds from Operations

Kimco Realty reported funds from operations of $0.44 per diluted share, marking a 7.3% increase year-over-year.

Record Small Shop Occupancy

The company achieved an all-time high small shop occupancy of 92.2%, reflecting strong demand for necessity-driven retail locations.

Blended Leasing Spread

Kimco executed 174 new leases with a blended pro-rata leasing spread of 15%, the highest in nearly 8 years.

Grocery-Anchored Portfolio

86% of Kimco's annual base rent now comes from grocery-anchored shopping centers, an all-time high.

AI Deployment for Efficiency

The company is deploying AI to enhance lease abstraction, tenant prospecting, and redevelopment planning, improving operational efficiency.

Financial Flexibility and Strong Balance Sheet

Kimco ended the quarter with over $2 billion of available liquidity and took proactive steps to enhance financial flexibility.

Kimco Realty (KIM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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KIM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.17 / -	0.19	―	―	―
Jul 31, 2025	2025 (Q2)	0.17 / 0.23	0.17	35.29% (+0.06)
May 01, 2025	2025 (Q1)	0.17 / 0.18	-0.03	700.00% (+0.21)
Feb 07, 2025	2024 (Q4)	0.18 / 0.23	0.22	4.55% (+0.01)
Oct 31, 2024	2024 (Q3)	0.17 / 0.19	0.18	5.56% (+0.01)
Aug 01, 2024	2024 (Q2)	0.16 / 0.17	0.16	6.25% (+0.01)
May 02, 2024	2024 (Q1)	0.18 / -0.03	0.421	-107.13% (-0.45)
Feb 08, 2024	2023 (Q4)	0.16 / 0.22	-0.09	344.44% (+0.31)
Oct 26, 2023	2023 (Q3)	0.16 / 0.18	0.08	125.00% (+0.10)
Jul 27, 2023	2023 (Q2)	0.14 / 0.16	-0.21	176.19% (+0.37)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KIM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$21.90	$21.23	-3.06%
May 01, 2025	$19.74	$20.70	+4.86%
Feb 07, 2025	$21.88	$21.86	-0.09%
Oct 31, 2024	$23.22	$22.93	-1.25%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kimco Realty Corp (KIM) report earnings?

Kimco Realty Corp (KIM) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is Kimco Realty Corp (KIM) earnings time?

Kimco Realty Corp (KIM) earnings time is at Oct 23, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is KIM EPS forecast?

KIM EPS forecast for the fiscal quarter 2025 (Q3) is 0.17.

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