Core Insights - Kimco Realty Corp. reported Q3 2025 FFO per share of 44 cents, exceeding the Zacks Consensus Estimate of 43 cents, reflecting a 2.3% year-over-year growth [1][8] - The company achieved revenues of $535.9 million, surpassing the consensus mark of $524.3 million, with a year-over-year increase of 5.6% [2][8] - Kimco raised its quarterly dividend by 4% and updated its 2025 FFO per share guidance to a range of $1.75-$1.76 [8][10] Financial Performance - Same-property net operating income (NOI) increased by 1.9% year-over-year, supported by a 2.1% rise in minimum rents [4] - Interest expenses rose by 10.6% year-over-year to $84.3 million [4] - Pro-rata leased occupancy at the end of Q3 was 95.7%, up 30 basis points sequentially [3] Portfolio Activity - Kimco executed 427 leases totaling 2.3 million square feet during the quarter [4] - The company acquired an 85% ownership interest in Tanasbourne Village for $65.9 million and sold two shopping centers for a total of $46.2 million [5] - The company also sold a 10-acre parcel of land for $5.3 million [5] Balance Sheet Position - Kimco exited Q3 2025 with over $2.1 billion in immediate liquidity, including full availability on a $2.0 billion unsecured revolving credit facility [6] - The net-debt-to-EBITDA ratio was 5.6X, consistent with the prior-year quarter [6] Dividend Update - The board declared a quarterly cash dividend of 26 cents per share, reflecting a 4% increase from the previous payout [9]

Core Insights - Forestar Group experienced a significant increase in stock price, gaining over 7% following the release of its fiscal fourth quarter 2025 earnings report, outperforming the S&P 500's 0.2% increase [1] Financial Performance - Forestar reported a revenue increase of nearly 22% year-over-year, exceeding $670 million, while net income rose 7% to $87 million, or $1.70 per share [2][3] - The company's performance surpassed analyst expectations, with consensus estimates for revenue at less than $557 million and earnings per share at $1.26 [3] Sales and Market Position - Despite a 9% year-over-year decline in lots sold, totaling 4,891 for the quarter, Forestar maintained a strong inventory of 99,800 lots as of September 30 [3] Future Outlook - For fiscal 2026, Forestar anticipates revenue between $1.6 billion and $1.7 billion, which is above the average analyst estimate of just under $1.55 billion, driven by strong housing demand [4]