Kimco Realty

KIM

Market cap $14.5B

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Kimco Realty (KIM) have what it takes?

Fourteen of the highest-yielding, 'safer' S&P 500 dividend stocks are currently attractively priced, with free cash flow supporting their payouts. Top ten S&P 500 dividend 'dogs' are projected to deliver 23.93% to 38.57% net gains by October 2026, based on analyst targets. Stocks like CAG, VZ, DOC, BMY, KVUE, CPB, UDR, VTRS, KIM, TFC, KEY, HPQ, T, and RF meet the ideal of dividends from $1K invested exceeding share price.

Kimco Realty delivered strong results, with 7.3% FFO growth YoY, record-high ABR, and robust rent spreads supporting organic growth. KIM's balance sheet remains resilient, featuring 99.8% fixed-rate debt, A- credit ratings, and well-staggered maturities, positioning it well for potential rate cuts. Macro tailwinds like expected interest rate cuts could benefit KIM, but economic uncertainty and their 4.6% yield limit its appeal versus peers.

Kimco stands out as an opportunistic shopping center REIT, now trading at a discount despite operational and scale advantages. Tight supply and robust tenant demand enable KIM to rapidly fill vacancies, achieve higher rents, and shorten lease gestation periods. Recent big box tenant bankruptcies have become accretive events, allowing KIM to re-lease space at significantly higher rates and strengthen its tenant base.

A strategy of growing dividend income over time might be better than focusing on high current yields.

KIM's grocery-anchored portfolio, with tenants like Kroger and Whole Foods, drives stability, strong leasing spreads and steady rental income.

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Kimco Realty (KIM) have what it takes?

Seven of the top fifteen Barron's Better Bets (BBB) dividend 'dogs' - including CAG, PFE, VZ, BMY, UDR, KIM, and KEY - are attractively priced for income investors. Analyst forecasts project 17.61% to 34.78% net gains for top-ten BBB dogs by September 2026, with an average estimated gain of 23.96% and lower-than-market volatility. Five of the lowest-priced, highest-yield BBB stocks - CAG, PFE, VZ, BMY, and LYB - are expected to outperform higher-priced peers, offering a 16.89% advantage in projected returns.

U.S. equity markets notched another series of record highs this past week after the Federal Reserve resumed its rate-cutting cycle following a nine-month pause and affirmed a "cautiously dovish" pivot. The Fed's decision to lower rates by a quarter point to 4.25% carried surprising unity following months of contentious political maneuvering, with all 12 members backing a rate cut. A bit unsettling for policymakers, longer-term yields rose this week, driven primarily by surprisingly solid retail sales and a dip in initial jobless claims that reversed a prior-week surge.

JERICHO, N.Y., Sept. 18, 2025 (GLOBE NEWSWIRE) -- Kimco Realty® (NYSE: KIM) will announce its third quarter 2025 earnings on October 30, 2025, before market open. You are invited to listen to our quarterly earnings conference call. The webcast information is as follows: