Added to YB: 2026-01-16
Pitch date: 2026-01-15
KIM [bullish]
Kimco Realty Corporation
Author Info
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Company Info
Kimco Realty (NYSE: KIM) is a real estate investment trust (REIT) and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States.
Market Cap
$13.9B
Pitch Price
N/A
Price Target
31.00 (+50%)
Dividend
5.06%
EV/EBITDA
15.80
P/E
24.72
EV/Sales
10.51
Sector
Retail REITs
Category
value
Top 5 Picks for 2026 - Kimco Realty Corporation
KIM (added to position): Retail REITs severely undersupplied, rents need +65% rise for new development viability. KIM hiked 2025 FFO guidance to +6%, dividend +4%, $750M buyback, A- rating. Trading at rare discount vs peers despite superior fundamentals. $71M signed-but-not-open spread (record high). Est 30-35% NAV discount, 30-50% upside potential, 5.1% yield.
Read full article (4 min)