KIM Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
KIM Report FFO per diluted share BEAT pred ~$0.46 vs. cons $0.45 MEDIUM
KIM Report Same-property NOI growth IN-LINE pred ~2.4% vs. cons 2.4% LOW
KIM Report Economic occupancy IN-LINE pred ~92.5% vs. cons 92.5% LOW
KIM Guide Full-year FFO per diluted share guidance UNCHANGED guide ~$1.825 vs. cons $1.83 (FY2026) MEDIUM
KIM Guide Full-year same-property NOI growth guidance UNCHANGED guide ~3.15% vs. cons 3.15% (FY2026) MEDIUM
KIM Guide 2026 SNO cash-rent commencement contribution UNCHANGED guide ~$31.0M vs. cons $31.0M (FY2026) LOW
KIM Return Day-1 residual (stock − beta × S&P 500) -1.5% MEDIUM
KIM Return 5-day cumulative residual -2.0% (STABILIZE) A modest FFO beat of ~$0.46 versus $0.45 is likely offset by unchanged ~$1.825 FY2026 FFO guidance versus ~$1.83 consensus; with no material out-period estimate upgrade, the initial ~-1.5% residual reaction should stabilize near ~-2.0% over five days. MEDIUM