Every material Form 8-K Kimco Realty filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Kimco Realty reported third-quarter 2026 net income of $0.41 per diluted share, up from $0.19 a year earlier, and FFO of $0.47 per diluted share, up from $0.44. The company raised its full-year 2026 outlook for net income to $1.07 to $1.09 per share and for FFO to $1.84 to $1.86 per share, and the board declared a $0.28 quarterly common dividend, up 7.7% from the prior year.
Q3 2026 net income attributable to common shareholders was $272.5 million, or $0.41 per diluted share, versus $130.2 million, or $0.19, in Q3 2025, driven mainly by $122.4 million more in gains on property sales.
FFO was $316.2 million, or $0.47 per diluted share, up from $0.44 a year earlier, a 6.8% increase in FFO per diluted share.
2026 net income outlook raised to $1.07 to $1.09 per share from $1.00 to $1.03; FFO outlook raised to $1.84 to $1.86 from $1.83 to $1.84.
Repurchased 6.3 million common shares for $150 million during the quarter; common dividend of $0.28 per share is payable December 18, 2026.
Kimco Realty reported second-quarter 2026 net income available to common shareholders of $145.8 million, or $0.22 per diluted share, down from $0.23 a year earlier, as lower gains on property sales offset higher rental revenue. Funds from operations (FFO) rose to $0.46 per diluted share, and the company raised its 2026 net income and FFO outlook and increased its quarterly common dividend 12% to $0.28 per share.
Net income available to common shareholders was $145.8 million, or $0.22 per diluted share, versus $155.4 million, or $0.23, in Q2 2025; gains on sales of properties were $37.6 million lower.
FFO was $309.2 million, or $0.46 per diluted share, up from $0.44 a year earlier.
2026 net income outlook raised to $1.00 to $1.03 per diluted share from $0.83 to $0.87; FFO outlook raised to $1.83 to $1.84 from $1.81 to $1.84.
Quarterly common dividend raised 12% to $0.28 per share, payable September 17, 2026, to holders of record on September 4, 2026.
On June 15, 2026, Kimco Realty OP, LLC, a subsidiary of Kimco Realty Corporation, issued $600 million of 3.50% exchangeable senior notes due 2031, including $75 million from an option granted to the initial purchasers. The parent company fully and unconditionally guarantees the notes on a senior, unsecured basis. For shareholders, the filing adds $600 million of debt and could lead to new common shares being issued if noteholders exchange their notes.
Total principal of $600 million, including $75 million of option notes, issued June 15, 2026 by Kimco Realty OP, LLC
Interest of 3.50% per year, paid semi-annually beginning December 15, 2026; notes mature June 15, 2031
Initial exchange price of approximately $32.36 per share, equal to 30.9028 shares per $1,000 principal amount
Issuer may settle exchanges entirely in cash or in a combination of cash and Kimco common stock; parent guarantees the notes
Kimco Realty reported first quarter 2026 net income available to common shareholders of $157.4 million, or $0.23 per diluted share, up from $0.18 a year earlier, and FFO of $0.46 per diluted share, up 4.5%. The company raised its full-year 2026 net income per diluted share outlook to $0.83 to $0.87 from $0.80 to $0.84, and kept its FFO outlook at $1.81 to $1.84 after a narrower range was moved up at the low end, which matters to shareholders as it reflects higher expected earnings.
Q1 2026 net income per diluted share $0.23 vs. $0.18 in Q1 2025; FFO $311.3 million, or $0.46 per diluted share, vs. $0.44
Full-year 2026 net income per diluted share outlook raised to $0.83 to $0.87 from $0.80 to $0.84; FFO outlook $1.81 to $1.84 vs. $1.80 to $1.84 previously
Same property NOI growth of 1.7% in Q1; full-year outlook raised to +2.8% to +3.5% from +2.5% to +3.5%
Quarterly common dividend declared at $0.26 per share, a 4.0% increase, payable June 18, 2026
Kimco Realty reported fourth quarter and full year 2025 results and gave an initial 2026 outlook. Fourth quarter FFO per diluted share rose 4.8% to $0.44, while quarterly net income per diluted share fell to $0.21 from $0.23. For the full year, FFO per diluted share rose 6.7% to $1.76 and the company projects $1.80 to $1.84 for 2026.
Q4 2025 FFO per diluted share was $0.44, up from $0.42 in Q4 2024; Q4 net income per diluted share was $0.21, down from $0.23.
Full year 2025 net income per diluted share was $0.82, up from $0.55 in 2024, and FFO per diluted share was $1.76, up from $1.65.
2026 outlook projects net income of $0.80 to $0.84 and FFO of $1.80 to $1.84 per diluted share.
Board declared a quarterly common dividend of $0.26 per share, a 4.0% increase, payable March 19, 2026.
Kimco Realty said its Vice President and Chief Accounting Officer, Paul Westbrook, will retire effective March 31, 2026, and that he is not leaving over any disagreement with the company on accounting or operations. Kathleen Thayer, currently Senior Vice President and Treasurer, Corporate Accounting, will succeed him as Executive Vice President, Treasurer and Chief Accounting Officer effective April 1, 2026.
Paul Westbrook notified the company on January 27, 2026 of his intention to retire, effective March 31, 2026.
The filing states the departure is not the result of any disagreement on operations, policies, practices or accounting matters.
Kathleen Thayer, age 48, joined Kimco in June 2006 and was named Senior Vice President and Treasurer, Corporate Accounting in January 2024.
Thayer becomes Chief Accounting Officer effective April 1, 2026; the filing does not disclose compensation changes.
Kimco Realty's board increased its size from nine to ten directors and elected Executive Vice President and Chief Operating Officer David Jamieson to the board, with his term beginning January 19, 2026. Jamieson will not receive additional compensation for board service and was not appointed to any committees, so the change adds an operating executive to the board without a disclosed cost to the company.
Board expanded from nine to ten directors on January 19, 2026, and Jamieson was elected to the new seat effective immediately
Jamieson is Executive Vice President and Chief Operating Officer, joined Kimco in 2007 and became COO in February 2017
He will receive no additional compensation for board service and was not appointed to any board committees
Appointment announced in a press release dated January 21, 2026 (Exhibit 99.1)
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Kimco Realty filing is on SEC EDGAR ↗. 8-K briefs of other companies →