| KIM |
Report |
2Q26 FFO per diluted share |
IN-LINE |
pred ~$0.46 vs. cons $0.46 |
MEDIUM |
| KIM |
Report |
2Q26 same-property NOI growth |
BEAT |
pred ~2.9% vs. cons 2.8% |
MEDIUM |
| KIM |
Report |
2Q26 total revenue |
IN-LINE |
pred ~$549M vs. cons $546M |
MEDIUM |
| KIM |
Guide |
FY2026 FFO per diluted share guidance |
BETTER |
guide ~$1.835 midpoint ($1.82-$1.85) vs. cons $1.82 (FY2026) |
MEDIUM |
| KIM |
Guide |
FY2026 same-property NOI growth guidance |
BETTER |
guide ~3.25% midpoint (3.0%-3.5%) vs. cons 3.20% (FY2026) |
MEDIUM |
| KIM |
Guide |
FY2026 credit loss guidance |
BETTER |
guide ~70 bps vs. cons 78 bps (FY2026) |
MEDIUM |
| KIM |
Guide |
Cash rent from signed-lease commencements |
UNCHANGED |
guide ~$31M vs. cons $31M (FY2026) |
MEDIUM |
| KIM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.3% |
— |
MEDIUM |
| KIM |
Return |
5-day cumulative residual |
+0.8% (STABILIZE) |
Day-5 residual ~+0.8% vs. day-1 residual ~+1.3%: modest NOI and guidance upside should support estimates, but an approximately $1.835 FFO-guide midpoint implies only about $0.915 of second-half FFO after predicted first-half FFO of ~$0.92, limiting out-period revisions and causing partial consolidation rather than strong follow-through. |
MEDIUM |