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Mar 31, 2022

Kimco Q1 2022 Earnings Report

Kimco Realty reported strong operating performance, generating solid growth with net income increasing and funds from operations increasing. The board raised the quarterly cash dividend and raised the 2022 outlook.

Key Takeaways

Kimco Realty reported a strong first quarter in 2022, marked by an 18.2% increase in Funds From Operations (FFO) per diluted share and an 8.9% increase in Same-property Net Operating Income (NOI). The company leased a total of 4.7 million square feet and achieved significant occupancy gains. Net income available to common shareholders was $230.9 million, or $0.37 per diluted share.

Produced Funds From Operations (FFO) of $0.39 per diluted share, representing an 18.2% increase over the comparable period in 2021

Leased a total of 4.7 million square feet including 3.9 million square feet of renewals and option exercises

Grew pro-rata portfolio occupancy by 30 basis points sequentially to 94.7%, representing the highest sequential occupancy increase in a first quarter in over 10 years

Increased pro-rata anchor occupancy by 20 basis points sequentially to 97.3% with small shop occupancy improving by 70 basis points to 88.4%

Total Revenue
$427M
Previous year: $282M
+51.3%
EPS
$0.39
Previous year: $0.33
+18.2%
Same-Property NOI Growth
8.9%
Previous year: -5.7%
-256.1%
Pro-Rata Anchor Occupancy
97.3%
Previous year: 96.2%
+1.1%
Cash and Equivalents
$370M
Previous year: $254M
+45.9%

Kimco

Kimco

Kimco Revenue by Segment

Forward Guidance

Kimco Realty raised its full-year guidance ranges based on better-than-expected actual results for the first quarter and the impact of the ($0.01) per share charge for the early extinguishment of debt.