Kimco Realty announced the 2025 tax treatment allocations for its common stock and preferred stock dividend distributions as reported on Form 1099-DIV. The company provided detailed breakdowns of ordinary income, capital gains, and return of capital for common shares and four preferred series (L, M, N) across quarterly distributions throughout 2025.
Kimco Realty Corp. (KIM)
Common Stock · Currency in USD · XNYS
One of the oldest real estate investment trusts in the United States, Kimco Realty owns interests in 565 shopping centers throughout major markets in the US, representing roughly 100 million square feet.
Company Info
SIC6798
Composite FIGIBBG000CN3S73
CIK0000879101
IPONov 22, 1991
Sectorreal estate investment trusts
Highlights
Market Cap$15.23B
EPS—
P/E Ratio—
Revenue—
Gross Profit—
Net Income—
Employees710
WSO674,066,654
Phone(516) 869-9000
Websitehttps://www.kimcorealty.com
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Kimco Realty Corp., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Kimco Realty Corp. (KIM) has returned 11.72% so far this year and 18.32% over the past 12 months. Looking at the last ten years, KIM has achieved an annualized return of -2.34%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
KIM
1M-3.29%
6M4.97%
YTD11.72%
1Y18.32%
5Y3.05%
10Y-2.34%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Kimco Realty Corp. (KIM) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 4.20% | 11.82% | -4.10% | 0.98% | ||||||||
| 2025 | -3.65% | -0.27% | -3.63% | -5.93% | 5.14% | -0.38% | 1.05% | 5.24% | -2.28% | -4.79% | 0.78% | -1.12% |
| 2024 | -4.90% | -2.42% | -0.46% | -4.80% | 4.54% | 0.52% | 11.95% | 4.54% | 0.48% | 1.67% | 7.44% | -7.86% |
| 2023 | 4.61% | -7.66% | -4.59% | -1.84% | -3.92% | 7.00% | 3.31% | -6.56% | -7.76% | 2.34% | 7.45% | 10.13% |
| 2022 | -1.26% | -2.65% | 5.56% | 1.77% | -6.89% | -16.65% | 11.72% | -3.88% | -12.21% | 13.91% | 6.36% | -7.91% |
| 2021 | 9.92% | 10.36% | 0.27% | 11.05% | 0.95% | -2.52% | 1.86% | 1.21% | -5.12% | 8.60% | -1.28% | 6.90% |
| 2020 | -8.33% | -9.21% | -44.39% | 25.11% | 6.42% | 15.16% | -13.77% | 7.92% | -4.41% | -9.36% | 38.71% | 1.83% |
| 2019 | 17.31% | 2.57% | 5.05% | -4.13% | 5.90% | 4.92% | -4.27% | 13.73% | 4.66% | 0.09% | -4.03% | |
| 2018 | -12.77% | -5.91% | -3.23% | 2.54% | 6.47% | 9.97% | -0.06% | 2.82% | -2.16% | -2.60% | 1.11% | -11.00% |
| 2017 | -1.93% | -2.53% | -8.38% | -7.01% | -13.68% | 4.92% | 11.00% | -3.35% | -0.41% | -7.11% | 1.65% | -2.21% |
| 2016 | -1.30% | 0.14% | 11.91% | 3.22% | -6.30% | -3.69% | -7.06% | -3.62% | -1.18% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Kimco Realty Corp. (KIM) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of KIM compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Kimco Realty Corp. volatility is 1.03%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 19.69B | 20.31B | 18.27B | 17.83B | 18.46B | 11.61B | 11.00B | 11.00B | 11.76B | 11.23B | 11.34B | 10.29B | 9.66B | 9.74B | 9.61B | 10.16B |
| Temporary Equity (USD) | 24.51M | 47.88M | 72.28M | 92.93M | 13.48M | 15.78M | 17.94M | 23.68M | 16.14M | 86.95M | 86.71M | 91.48M | 86.15M | 81.08M | 95.07M | - |
| Equity Attributable To Parent (USD) | 10.39B | 10.65B | 9.53B | 9.52B | 9.90B | 5.61B | 4.86B | 5.33B | 5.39B | 5.26B | 5.05B | 4.77B | 4.63B | 4.77B | 4.69B | 4.85B |
| Equity Attributable To Noncontrolling Interest (USD) | 151.54M | 145.37M | 127.99M | 131.40M | 210.79M | 62.21M | 64.02M | 77.25M | 127.90M | 146.74M | 135.65M | 126.98M | 137.11M | 167.32M | 193.76M | 265.01M |
| Equity (USD) | 10.54B | 10.80B | 9.65B | 9.65B | 10.11B | 5.67B | 4.93B | 5.41B | 5.52B | 5.40B | 5.18B | 4.90B | 4.77B | 4.93B | 4.88B | 5.12B |
| Redeemable Noncontrolling Interest (USD) | 24.51M | 47.88M | 72.28M | 92.93M | 13.48M | 15.78M | 17.94M | 23.68M | 16.14M | 86.95M | 86.71M | 91.48M | 86.15M | 81.08M | 95.07M | - |
| Long-term Debt (USD) | 7.72B | 7.96B | 7.26B | 6.78B | 7.03B | 5.04B | 4.83B | 4.38B | - | 3.93B | - | - | - | - | - | - |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 9.12B | 9.46B | 8.55B | 8.09B | 8.34B | 5.93B | 6.05B | 5.56B | 6.23B | 5.74B | 6.08B | 5.29B | 4.81B | 4.73B | 4.64B | 4.94B |
| Liabilities (USD) | 9.12B | 9.46B | 8.55B | 8.09B | 8.34B | 5.93B | 6.05B | 5.56B | 6.23B | 5.74B | 6.08B | 5.29B | 4.81B | 4.73B | 4.64B | 4.94B |
| Intangible Assets (USD) | 1.23B | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Current Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 10.00B |
| Prepaid Expenses (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 161.00M |
| Current Assets (USD) | 19.69B | 20.31B | 18.27B | 17.83B | 18.46B | 11.61B | 11.00B | 11.00B | 11.76B | 11.23B | 11.34B | 10.29B | 9.66B | 9.74B | 9.61B | 10.16B |
| Assets (USD) | 19.69B | 20.31B | 18.27B | 17.83B | 18.46B | 11.61B | 11.00B | 11.00B | 11.76B | 11.23B | 11.34B | 10.29B | 9.66B | 9.74B | 9.61B | 10.16B |
News and Insights
Kimco Realty (NYSE: KIM), a leading REIT specializing in grocery-anchored shopping centers, announced the 2025 tax treatment of its dividend distributions for common and preferred shares. The announcement details the allocation of dividends across ordinary income, capital gains, and return of capital for Form 1099-DIV reporting purposes.
Kimco Realty announced that David Jamieson, Executive Vice President and Chief Operating Officer, has been appointed to the company's Board of Directors effective January 19, 2026. Jamieson, who has been with the company since 2007, brings nearly 20 years of experience and has been instrumental in driving operational performance and strategic initiatives. The board expansion brings total membership to ten directors.
Kimco Realty, a real estate investment trust, received an A3 credit rating from Moody's with a stable outlook, recognizing the company's high-quality grocery-anchored shopping center portfolio and strong financial performance.
Kimco Realty announced a $750 million 'at the market' equity offering program and a $750 million stock repurchase program, intending to use proceeds for general corporate purposes like acquisitions, development costs, and debt reduction.
Kimco Realty reported robust growth in net income, FFO, and same-property NOI for Q1 2025, driven by strong leasing demand and better-than-expected tenant credit performance. The company raised its 2025 outlook and achieved its strategic target of 85% of annual base rent from grocery-anchored portfolio.
Federal Realty Investment Trust (FRT) is a REIT that has increased its dividend payment during each of the past four recessions, making it an attractive option for investors concerned about a potential recession. The REIT's focus on high-quality, mixed-use properties in affluent areas has enabled it to consistently grow its funds from operations and dividend.
Kimco Realty, a real estate investment trust, announced that its management will present at the Citi 2025 Global Property CEO Conference on March 3, 2025.
Kimco Realty Corporation announced the 2024 tax treatment of its common stock and preferred stock dividend distributions. The company also recognized long-term capital gains, including from the sale of its remaining shares of Albertsons Companies.
Kimco Realty Corporation announced the 2024 tax treatment of RPT Realty Series D Cumulative Convertible Preferred investor's dividend distributions.