Kimco Realty Corporation (KIM) Positions for Long-Term Stability Amid Mixed REIT Sector Signals

Kimco Realty Corporation (NYSE:KIM) is one of Goldman Sachs’ top REIT stock picks. On January 28, Kimco Realty Corporation (NYSE:KIM) confirmed that Kathleen Thayer will assume the role of Executive Vice President, Treasurer, and Chief Accounting Officer, effective April 1, 2026.

On January 20, Truist analyst Ki Bin Kim trimmed his price target on Kimco Realty to $22 from $23 while maintaining a Hold rating. The revision came as part of Truist’s broader 2026 outlook for the REIT sector.

While the firm sees fundamentals gradually improving, helped by slower new supply and steady demand for higher-quality properties, it remains Neutral on REITs overall, citing valuations that are no longer especially compelling.

Truist’s outlook favors healthcare, industrial, strip retail, gaming, and lodging REITs, while taking a more cautious stance on mall and office names and a neutral view on segments such as multifamily, self-storage, manufactured housing, and triple-net leasing.

Earlier in the month, on January 13, Barclays analyst Richard Hightower also adjusted his outlook on Kimco Realty. Hightower reaffirmed an Overweight rating on the stock but reduced the price target to $25 from $27, reflecting updated assumptions across the REIT landscape. The change was part of Barclays’ sector-wide reset heading into 2026.

Barclays continues to see the most attractive opportunities next year in apartments, self-storage, and single-family rental REITs, while expressing less enthusiasm for cold storage and retail. The firm remains neutral on the REIT sector overall for 2026, balancing improving fundamentals against a valuation backdrop that limits near-term upside.

Kimco Realty Corporation (NYSE:KIM) is a real estate investment trust (REIT) that owns, manages, and develops open-air, grocery-anchored shopping centers and mixed-use properties in the U.S. With over 500 properties and 100+ million square feet, they focus on high-barrier, first-ring suburbs in top metropolitan markets. They specialize in leasing to necessity-based, high-traffic retailers.

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Disclosure: None. This article is originally published at Insider Monkey.