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Stock impact report

Kimco outlines $300M–$500M asset disposition and projects 2.3%–4.5% FFO growth for 2026 amid robust leasing and capital recycling [Seeking Alpha]

Kimco Realty Corporation (KIM) 
Last kimco realty corporation earnings: 1/30 07:30 am Check Earnings Report
US:NYSE Investor Relations: investors.kimcorealty.com
Company Research Source: Seeking Alpha
CEO Conor Flynn described 2025 as "another banner year for Kimco," noting "Nareit FFO per share growth of 6.7%" and a credit rating upgrade to A- from Moody's in the fourth quarter. Flynn emphasized record Newsletters for Every Investor Get daily, sector-specific newsletters packed with expert insights, fresh ideas, and new opportunities. Subscribe to Newsletters Sign Up Quick Insights Management expects capital recycling to be accretive, targeting $300-500M in dispositions at private market cap rates and redeployment into higher-return assets, contributing to projected 2.3-4.5% FFO growth for 2026. Kimco is shifting to a national operational structure, flattening the organization, and modernizing operations—with anticipated G&A savings and enhanced execution, including two focused teams for leasing and asset management. Key risks include potential inability to shield taxable gains from asset sales (which may trigger special dividends), headwinds from $800M in debt ma Show less Read more
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