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Sep 30, 2022

Kimco Q3 2022 Earnings Report

Kimco Realty outperformed with strong tenant demand, raised 2022 outlook, and increased quarterly common dividend.

Key Takeaways

Kimco Realty reported positive results for Q3 2022, driven by strong tenant demand. The company's pro-rata portfolio occupancy grew sequentially, and same-property NOI increased. Kimco also raised its full-year guidance and increased its quarterly common dividend.

FFO of $0.41 per diluted share, representing a 28.1% increase over the comparable period in 2021.

Pro-rata portfolio occupancy grew 20 basis points sequentially to 95.3%, representing an increase of 120 basis points year over year.

Pro-rata anchor and small shop occupancy increased 90 and 190 basis points, respectively, over the third quarter of 2021.

Pro-rata rent spreads of 16.5% were generated for new leases on comparable spaces.

Total Revenue
$433M
Previous year: $369M
+17.6%
EPS
$0.41
Previous year: $0.32
+28.1%
Pro-Rata Anchor Occupancy
97.8%
Previous year: 96.9%
+0.9%
Portfolio Occupancy
95.3%
Previous year: 94.1%
+1.3%
Cash and Equivalents
$124M
Previous year: $483M
-74.4%
Total Assets
$17.9B

Kimco

Kimco

Kimco Revenue by Segment

Forward Guidance

Based on these results and the outlook for the remainder of 2022, the company has revised its full-year guidance ranges as follows: Net Income available to common shareholders (per diluted share): $0.64 to $0.66 and FFO (per diluted share): $1.57 to $1.59