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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Alex Goldfarb | Piper Sandler | 7 | 43% |
| Mike Mueller | JPMorgan | 6 | 0% |
| Greg McGinniss | Scotiabank | 6 | 0% |
| Mike Goldsmith | UBS | 6 | 17% |
| Floris Dijkum | Ladenburg Thalmann | 6 | 0% |
| Juan Sanabria | BMO Capital Markets | 6 | 17% |
| Linda Tsai | Jefferies | 6 | 0% |
| Caitlin Burrows | Goldman Sachs | 5 | 0% |
| Samir Khanal | Bank of America | 5 | 0% |
| Mike Griffin | Evercore ISI | 5 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Piper Sandler | 1 | 7 | 43% |
| Jefferies | 1 | 6 | 0% |
| Bank of America | 2 | 6 | 0% |
| Citigroup | 3 |
| 6 |
| 0% |
| BMO Capital Markets | 1 | 6 | 17% |
| Evercore ISI | 2 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Ladenburg Thalmann | 1 | 6 | 0% |
Kimco Realty delivered Q1 2026 FFO of $0.46 per share, up 4.5%, as guidance was tightened higher to $1.81-$1.84 on a strong start. The record SNO pipeline reached $77 million, and the RPT portfolio occupancy surpassed legacy Kimco levels. Credit loss reached its best levels in years, and record new lease rents demonstrated continued spread expansion. Same-property NOI grew 1.7%, and the capital recycling program was building momentum. Geopolitical uncertainty tested portfolio resilience but fundamentals remained healthy.
Capital Allocation | Demand | Competitive Dynamics | Guidance Reliability | Credit | Capex Investment | Revenue Growth | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 8 | 3 | 4 | 5 | 5 | 3 | 1 | 2 |
| 2025Q1 | 5 | 4 | 1 | 2 | 3 | 3 | 2 | |
| 2025Q2 | 7 | 5 | 5 | 2 | 3 | 1 | 2 | 1 |
| 2025Q3 | 8 | 2 | 3 | 2 | 1 | 3 | 2 | 1 |
| 2025Q4 | 8 | 3 | 2 | 3 | 1 | 1 | 1 | 1 |
| 2026Q1 | 5 | 5 | 4 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Capital Allocation | 8 | 5 | 7 | 8 | 8 | 5 |
| Demand | 3 | 4 | 5 | 2 | 3 | 5 |
| Competitive Dynamics | 4 | 1 | 5 | 3 | 2 | 4 |
| Guidance Reliability | 5 | 2 | 2 | 2 | 3 | 2 |
| Credit | 5 | 3 | 3 | 1 | 1 | 2 |
| Capex Investment | 3 | 3 | 1 | 3 | 1 | |
| Revenue Growth | 1 | 2 | 2 | 2 | 1 | 3 |
| Pricing | 2 | 1 | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
KIM Kimco Realty | 7 | +4.0% | |
| FRT Federal Realty Investment Trust | 8 | +10.3% | |
| O Realty Income | 7 | +12.2% | |
| REG Regency Centers | 6 | +4.5% | |
| SPG Simon Property Group | 8 | +19.3% |