Kimco Realty (NYSE:KIM) Rating Increased to Hold at Wall Street Zen

Kimco Realty (NYSE:KIM) was upgraded by research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report released on Saturday.

A number of other analysts also recently weighed in on KIM. Citigroup decreased their price target on shares of Kimco Realty from $23.00 to $21.00 and set a “neutral” rating for the company in a research report on Wednesday, December 3rd. Evercore ISI set a $24.00 price objective on shares of Kimco Realty in a report on Friday. Barclays reissued an “overweight” rating and issued a $25.00 target price on shares of Kimco Realty in a research report on Tuesday, January 13th. Morgan Stanley set a $23.50 price target on shares of Kimco Realty in a research report on Monday, January 5th. Finally, Truist Financial decreased their price target on Kimco Realty from $23.00 to $22.00 and set a “hold” rating for the company in a research note on Tuesday, January 20th. One investment analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $23.97.

Kimco Realty Price Performance

Shares of NYSE KIM opened at $22.70 on Friday. The company has a quick ratio of 3.59, a current ratio of 3.31 and a debt-to-equity ratio of 0.78. Kimco Realty has a fifty-two week low of $17.93 and a fifty-two week high of $22.97. The business has a 50 day moving average price of $20.72 and a two-hundred day moving average price of $21.16. The firm has a market cap of $15.37 billion, a PE ratio of 28.02, a price-to-earnings-growth ratio of 1.21 and a beta of 1.07.

Hedge Funds Weigh In On Kimco Realty

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. Norges Bank acquired a new stake in shares of Kimco Realty during the 4th quarter worth approximately $215,615,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in Kimco Realty by 541.6% in the third quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 6,304,639 shares of the real estate investment trust’s stock worth $137,756,000 after buying an additional 5,322,009 shares during the period. SG Americas Securities LLC lifted its stake in Kimco Realty by 10,776.5% in the fourth quarter. SG Americas Securities LLC now owns 2,425,889 shares of the real estate investment trust’s stock valued at $49,173,000 after buying an additional 2,403,585 shares during the last quarter. Federated Hermes Inc. boosted its holdings in shares of Kimco Realty by 27.2% during the third quarter. Federated Hermes Inc. now owns 10,649,864 shares of the real estate investment trust’s stock valued at $232,700,000 after acquiring an additional 2,280,090 shares during the period. Finally, Barclays PLC grew its position in shares of Kimco Realty by 113.0% during the third quarter. Barclays PLC now owns 3,185,904 shares of the real estate investment trust’s stock worth $69,612,000 after acquiring an additional 1,690,137 shares during the last quarter. 89.25% of the stock is currently owned by institutional investors and hedge funds.

Kimco Realty News Summary

Here are the key news stories impacting Kimco Realty this week:

• Positive Sentiment: Q4 results: revenue beat estimates and FFO was in line with consensus; management said net income and FFO hit the high end of full‑year outlook — reinforces operating resilience. Q4 Earnings Transcript Press Release
• Positive Sentiment: Occupancy at record highs driven by strong leasing gains — better portfolio fundamentals support rents/NOI and investor confidence in cash flow stability. Reuters: Resilient Leasing
• Positive Sentiment: Capital recycling: management outlined $300M–$500M of planned asset dispositions (some reports say up to $500M) to redeploy into higher-return opportunities and strengthen the balance sheet. This reduces capital intensity and can fund growth or dividends. Seeking Alpha: Asset Disposition Bisnow: Up to $500M Asset Sales
• Positive Sentiment: Dividend and shareholder income: REIT declared a quarterly dividend of $0.26 (annualized yield ~4.7%), which supports income-oriented investors. (Record/ex‑dividend dates disclosed by company.)
• Neutral Sentiment: 2026 outlook: company gave initial FFO growth targets (roughly 2.3%–4.5%) and updated FY‑2026 guidance; guidance confirms steady growth but is modest, so upside is tied to execution and successful asset recycling. Guidance & Growth Outlook
• Neutral Sentiment: Valuation note: after recent share strength the stock trades at a mid‑20s P/E and above its 200‑day SMA; investors should weigh the yield/FFO growth profile vs. peers. Valuation Article
• Negative Sentiment: FFO was only in line with estimates (not a beat) and the 2026 growth guide is modest — if markets were expecting stronger upside, that could temper momentum. Zacks: FFO Meets Estimates

About Kimco Realty

Founded in 1958 by Milton Cooper and headquartered in Jericho, New York, Kimco Realty Corporation (NYSE: KIM) is a leading publicly traded real estate investment trust (REIT) specializing in the ownership, operation and development of open-air shopping centers. The company’s portfolio, concentrated on neighborhood and community centers anchored by grocery stores, encompasses approximately 400 properties across the United States, with selective holdings in Canada and Mexico.

Kimco’s core business activities include acquiring, repositioning and managing retail real estate assets that serve as daily-need destinations for consumers.