| KIM |
Report |
Core FFO/share |
BEAT |
pred ~$0.460 vs. cons $0.4545 |
MEDIUM |
| KIM |
Report |
Same-property NOI growth |
BEAT |
pred ~4.0% vs. cons 3.89% |
MEDIUM |
| KIM |
Report |
Economic occupancy |
IN-LINE |
pred ~92.5% vs. cons 92.38% |
MEDIUM |
| KIM |
Guide |
Core FFO/share (FY26) |
UNCHANGED |
guide ~$1.81-$1.84 vs. cons $1.8371 |
MEDIUM |
| KIM |
Guide |
Same-property NOI growth (FY26) |
LOWER |
guide ~2.8%-3.5% vs. cons 3.83% |
MEDIUM |
| KIM |
Guide |
2H SNO conversion / NOI cadence (2H26) |
UNCHANGED |
reaffirm acceleration vs. cons UNVERIFIED |
LOW |
| KIM |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
LOW |
| KIM |
Return |
5-day cumulative residual |
-3.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit 2H estimate cut |
LOW |