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Added to YB: 2026-01-16

Pitch date: 2026-01-15

KIM [bullish]

Kimco Realty Corporation

+13.49%

current return

Author Info

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Company Info

Kimco Realty is a real estate investment trust and leading owner and operator of high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in the United States.

Market Cap

$15.6B

Pitch Price

$20.75

Price Target

31.00 (+32%)

Dividend

4.49%

EV/EBITDA

16.63

P/E

28.36

EV/Sales

11.16

Sector

Retail REITs

Category

value

Show full summary:
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)