How Is Kimco Realty's Stock Performance Compared to Other Real Estate Stocks?

Company Overview - Kimco Realty Corporation (KIM) has a market cap of $13.7 billion and specializes in high-quality, open-air, grocery-anchored shopping centers and mixed-use properties in top metropolitan markets [1] - The company has over 65 years of experience in shopping center ownership, management, acquisitions, and redevelopment [1] Market Position - As of September 30, 2025, Kimco owned interests in 564 U.S. properties totaling approximately 100 million square feet, focusing on necessity-based tenants and corporate responsibility [2] - Kimco Realty is classified as a "large-cap" stock due to its valuation of $10 billion or more [2] Stock Performance - Kimco's shares have declined 19.6% from its 52-week high of $25.06, and nearly 10% over the past three months, underperforming the Real Estate Select Sector SPDR Fund's (XLRE) 3.8% dip [3][4] - Year-to-date, KIM stock is down nearly 14%, lagging behind XLRE's marginal gain, and has decreased 17.7% over the past 52 weeks compared to XLRE's 5.3% decline [4] Financial Results - In Q3 2025, Kimco reported better-than-expected funds from operations (FFO) of $0.44 per share and revenue of $535.9 million, but shares fell 1.9% on October 30 due to higher costs, including a $13.6 million increase in depreciation and amortization and an $8.0 million rise in interest expense [5] Competitive Landscape - Rival Realty Income Corporation (O) has outperformed KIM stock, with shares rising 8.1% year-to-date and 4.7% over the past 52 weeks [6] - Despite the weak performance of KIM stock, analysts maintain a moderately optimistic outlook, with a consensus rating of "Moderate Buy" from 25 analysts and a mean price target of $24.20, representing a 20% premium to current levels [6]