Subtext

Kimco Realty Corporation KIM

SectorReal Estate
Transcripts69
Date range2007-10-26 – 2025-05-01
Calls charted69

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-20-10+0+10+202007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Overall: +4.12007 Q4 · Overall: +3.12008 Q1 · Overall: +2.02008 Q2 · Overall: +0.52008 Q3 · Overall: -1.32008 Q4 · Overall: -3.12009 Q1 · Overall: +1.12009 Q2 · Overall: -4.52009 Q3 · Overall: +8.32009 Q4 · Overall: +1.82010 Q1 · Overall: +5.72010 Q4 · Overall: +6.62011 Q1 · Overall: +2.52011 Q2 · Overall: +4.22011 Q3 · Overall: +7.62011 Q4 · Overall: +5.32012 Q1 · Overall: +10.62012 Q2 · Overall: +8.42012 Q3 · Overall: +3.32012 Q4 · Overall: +10.42013 Q1 · Overall: +4.72013 Q2 · Overall: +9.52013 Q3 · Overall: +9.52013 Q4 · Overall: +10.12014 Q1 · Overall: +6.42014 Q2 · Overall: +8.32014 Q3 · Overall: +7.32014 Q4 · Overall: +8.22015 Q1 · Overall: +11.82015 Q2 · Overall: +8.52015 Q3 · Overall: +10.72015 Q4 · Overall: +6.62016 Q1 · Overall: +4.82016 Q2 · Overall: +9.92016 Q3 · Overall: +9.02016 Q4 · Overall: +4.22017 Q1 · Overall: +7.72017 Q2 · Overall: +6.42017 Q3 · Overall: +1.42017 Q4 · Overall: +7.82018 Q1 · Overall: +7.72018 Q2 · Overall: +8.22018 Q3 · Overall: +7.02018 Q4 · Overall: +7.12019 Q1 · Overall: +7.62019 Q2 · Overall: +10.52019 Q3 · Overall: +9.52019 Q4 · Overall: +3.22020 Q1 · Overall: +3.62020 Q2 · Overall: +4.72020 Q3 · Overall: +4.12020 Q4 · Overall: +8.62021 Q1 · Overall: +9.22021 Q2 · Overall: +7.82021 Q3 · Overall: +14.62021 Q4 · Overall: +6.92022 Q1 · Overall: +10.22022 Q2 · Overall: +10.02022 Q3 · Overall: +6.72022 Q4 · Overall: +8.22023 Q1 · Overall: +4.82023 Q2 · Overall: +9.52023 Q3 · Overall: +5.62023 Q4 · Overall: +12.32024 Q1 · Overall: +3.82024 Q2 · Overall: +9.92024 Q3 · Overall: +17.32024 Q4 · Overall: +8.12025 Q1 · Overall: +11.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-32-16+0+16+322007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · CEO: +7.02007 Q4 · CEO: +5.32008 Q1 · CEO: -20.62008 Q2 · CEO: +2.22008 Q3 · CEO: +1.62008 Q4 · CEO: -1.72009 Q1 · CEO: +10.52009 Q2 · CEO: -2.62009 Q3 · CEO: +8.72009 Q4 · CEO: +5.52010 Q1 · CEO: +5.02010 Q4 · CEO: +13.32011 Q1 · CEO: +8.72011 Q2 · CEO: +7.82011 Q3 · CEO: +14.02011 Q4 · CEO: +7.82012 Q1 · CEO: +18.72012 Q2 · CEO: +10.62012 Q3 · CEO: +12.82012 Q4 · CEO: +22.22013 Q1 · CEO: +6.22013 Q2 · CEO: +15.82013 Q3 · CEO: +19.92013 Q4 · CEO: +13.62014 Q1 · CEO: +12.82014 Q2 · CEO: +13.32014 Q3 · CEO: +14.02014 Q4 · CEO: +13.02015 Q1 · CEO: +21.22015 Q2 · CEO: +13.82015 Q3 · CEO: +19.02015 Q4 · CEO: +15.82016 Q1 · CEO: +10.82016 Q2 · CEO: +16.82016 Q3 · CEO: +13.02016 Q4 · CEO: +14.42017 Q1 · CEO: +21.92017 Q2 · CEO: +7.22017 Q3 · CEO: +15.62017 Q4 · CEO: +20.62018 Q1 · CEO: +12.82018 Q2 · CEO: +13.52018 Q3 · CEO: +14.12018 Q4 · CEO: +13.92019 Q1 · CEO: +14.72019 Q2 · CEO: +16.62019 Q3 · CEO: +20.42019 Q4 · CEO: +9.72020 Q1 · CEO: +7.52020 Q2 · CEO: +8.02020 Q3 · CEO: +9.12020 Q4 · CEO: +14.62021 Q1 · CEO: +25.12021 Q2 · CEO: +10.62021 Q3 · CEO: +16.42021 Q4 · CEO: +9.32022 Q1 · CEO: +19.22022 Q2 · CEO: +19.72022 Q3 · CEO: +18.22022 Q4 · CEO: +18.52023 Q1 · CEO: +10.82023 Q2 · CEO: +23.82023 Q3 · CEO: +11.82023 Q4 · CEO: +27.12024 Q1 · CEO: +10.72024 Q2 · CEO: +14.12024 Q3 · CEO: +24.02024 Q4 · CEO: +22.72025 Q1 · CEO: +22.82007 Q3 · CFO: +5.82007 Q4 · CFO: +5.82008 Q1 · CFO: +8.72008 Q2 · CFO: -2.82008 Q3 · CFO: -2.92008 Q4 · CFO: -4.12009 Q1 · CFO: -0.52009 Q2 · CFO: -6.22009 Q3 · CFO: +11.62009 Q4 · CFO: -4.92010 Q4 · CFO: +10.72011 Q1 · CFO: +6.32011 Q2 · CFO: +11.82011 Q3 · CFO: +8.62011 Q4 · CFO: +6.32012 Q1 · CFO: +6.92012 Q2 · CFO: +12.32012 Q3 · CFO: +9.62012 Q4 · CFO: +13.72013 Q1 · CFO: +15.92013 Q2 · CFO: +8.22013 Q3 · CFO: +5.02013 Q4 · CFO: +16.22014 Q1 · CFO: +10.52014 Q2 · CFO: +6.82014 Q3 · CFO: +6.42014 Q4 · CFO: +11.92015 Q1 · CFO: +8.92015 Q2 · CFO: +3.52015 Q3 · CFO: +14.32015 Q4 · CFO: +4.72016 Q1 · CFO: +2.02016 Q2 · CFO: +8.32016 Q3 · CFO: +10.62016 Q4 · CFO: +0.02017 Q1 · CFO: +5.52017 Q2 · CFO: +11.62017 Q3 · CFO: +2.42017 Q4 · CFO: +3.82018 Q1 · CFO: +6.12018 Q2 · CFO: +10.62018 Q3 · CFO: +9.12018 Q4 · CFO: +10.62019 Q1 · CFO: +10.92019 Q2 · CFO: +15.12019 Q3 · CFO: +1.32019 Q4 · CFO: +8.22020 Q1 · CFO: -1.42020 Q2 · CFO: +1.82020 Q3 · CFO: +1.32020 Q4 · CFO: +4.02021 Q1 · CFO: +20.12021 Q2 · CFO: +2.82021 Q3 · CFO: +16.02021 Q4 · CFO: +9.92022 Q1 · CFO: +4.92022 Q2 · CFO: +10.92022 Q3 · CFO: +0.02022 Q4 · CFO: -4.32023 Q1 · CFO: +12.52023 Q2 · CFO: +9.62023 Q3 · CFO: +6.52023 Q4 · CFO: +11.12024 Q1 · CFO: +27.82024 Q2 · CFO: +10.02024 Q3 · CFO: +19.62024 Q4 · CFO: +10.52025 Q1 · CFO: +20.0
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-30-15+0+15+302007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42007 Q3 · Prepared remarks: +7.12007 Q4 · Prepared remarks: +4.52008 Q1 · Prepared remarks: +3.52008 Q2 · Prepared remarks: +0.62008 Q3 · Prepared remarks: +3.02008 Q4 · Prepared remarks: -4.82009 Q1 · Prepared remarks: +4.92009 Q2 · Prepared remarks: -1.52009 Q3 · Prepared remarks: +12.02009 Q4 · Prepared remarks: +5.32010 Q1 · Prepared remarks: +15.52010 Q4 · Prepared remarks: +15.52011 Q1 · Prepared remarks: +8.12011 Q2 · Prepared remarks: +4.12011 Q3 · Prepared remarks: +7.72011 Q4 · Prepared remarks: +15.12012 Q1 · Prepared remarks: +16.82012 Q2 · Prepared remarks: +17.82012 Q3 · Prepared remarks: +14.42012 Q4 · Prepared remarks: +19.42013 Q1 · Prepared remarks: +12.22013 Q2 · Prepared remarks: +19.22013 Q3 · Prepared remarks: +15.82013 Q4 · Prepared remarks: +19.62014 Q1 · Prepared remarks: +15.62014 Q2 · Prepared remarks: +16.32014 Q3 · Prepared remarks: +13.02014 Q4 · Prepared remarks: +14.32015 Q1 · Prepared remarks: +19.92015 Q2 · Prepared remarks: +18.82015 Q3 · Prepared remarks: +8.62015 Q4 · Prepared remarks: +17.82016 Q1 · Prepared remarks: +11.72016 Q2 · Prepared remarks: +16.12016 Q3 · Prepared remarks: +10.02016 Q4 · Prepared remarks: +10.52017 Q1 · Prepared remarks: +8.12017 Q2 · Prepared remarks: +14.62017 Q3 · Prepared remarks: +14.52017 Q4 · Prepared remarks: +12.22018 Q1 · Prepared remarks: +12.82018 Q2 · Prepared remarks: +15.32018 Q3 · Prepared remarks: +12.32018 Q4 · Prepared remarks: +24.02019 Q1 · Prepared remarks: +12.62019 Q2 · Prepared remarks: +20.72019 Q3 · Prepared remarks: +13.32019 Q4 · Prepared remarks: +10.52020 Q1 · Prepared remarks: +6.82020 Q2 · Prepared remarks: +11.82020 Q3 · Prepared remarks: +8.72020 Q4 · Prepared remarks: +16.12021 Q1 · Prepared remarks: +18.12021 Q2 · Prepared remarks: +10.52021 Q3 · Prepared remarks: +20.22021 Q4 · Prepared remarks: +13.62022 Q1 · Prepared remarks: +20.22022 Q2 · Prepared remarks: +12.22022 Q3 · Prepared remarks: +16.52022 Q4 · Prepared remarks: +15.42023 Q1 · Prepared remarks: +16.12023 Q2 · Prepared remarks: +23.02023 Q3 · Prepared remarks: +12.12023 Q4 · Prepared remarks: +25.92024 Q1 · Prepared remarks: +24.92024 Q2 · Prepared remarks: +14.42024 Q3 · Prepared remarks: +25.72024 Q4 · Prepared remarks: +19.82025 Q1 · Prepared remarks: +21.22007 Q3 · Q&A responses: +4.22007 Q4 · Q&A responses: +5.52008 Q1 · Q&A responses: +2.82008 Q3 · Q&A responses: -2.32008 Q4 · Q&A responses: +0.02009 Q1 · Q&A responses: +1.12009 Q2 · Q&A responses: -6.12009 Q3 · Q&A responses: +10.02009 Q4 · Q&A responses: +4.92010 Q1 · Q&A responses: +3.92010 Q4 · Q&A responses: +4.42011 Q1 · Q&A responses: -0.42011 Q4 · Q&A responses: +3.82012 Q1 · Q&A responses: +6.62012 Q2 · Q&A responses: +6.52012 Q3 · Q&A responses: -2.82012 Q4 · Q&A responses: +8.72013 Q1 · Q&A responses: +2.62013 Q2 · Q&A responses: +7.72013 Q3 · Q&A responses: +11.82013 Q4 · Q&A responses: +8.32014 Q1 · Q&A responses: +4.12014 Q2 · Q&A responses: +0.92014 Q3 · Q&A responses: +8.02014 Q4 · Q&A responses: +8.82015 Q1 · Q&A responses: +7.92015 Q2 · Q&A responses: +7.52015 Q3 · Q&A responses: +23.22015 Q4 · Q&A responses: +6.42016 Q1 · Q&A responses: +8.32016 Q2 · Q&A responses: +12.22016 Q3 · Q&A responses: +11.82016 Q4 · Q&A responses: +7.12017 Q1 · Q&A responses: +15.32017 Q2 · Q&A responses: +6.92017 Q3 · Q&A responses: +2.32017 Q4 · Q&A responses: +10.52018 Q1 · Q&A responses: +7.82018 Q2 · Q&A responses: +8.72018 Q3 · Q&A responses: +10.52018 Q4 · Q&A responses: +7.52019 Q1 · Q&A responses: +13.12019 Q2 · Q&A responses: +12.72019 Q3 · Q&A responses: +13.62019 Q4 · Q&A responses: +9.32020 Q1 · Q&A responses: +5.52020 Q2 · Q&A responses: +4.02020 Q3 · Q&A responses: +3.92020 Q4 · Q&A responses: +8.92021 Q1 · Q&A responses: +8.42021 Q2 · Q&A responses: +10.42021 Q3 · Q&A responses: +15.72021 Q4 · Q&A responses: +6.92022 Q1 · Q&A responses: +10.12022 Q2 · Q&A responses: +13.62022 Q3 · Q&A responses: +3.72022 Q4 · Q&A responses: +9.62023 Q1 · Q&A responses: +7.22023 Q2 · Q&A responses: +8.62023 Q3 · Q&A responses: +7.92023 Q4 · Q&A responses: +15.72024 Q1 · Q&A responses: +10.12024 Q2 · Q&A responses: +13.52024 Q3 · Q&A responses: +18.02024 Q4 · Q&A responses: +10.12025 Q1 · Q&A responses: +12.7
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$0.45$0.73$1.002007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: $0.532014 Q2: $0.562014 Q3: $0.572014 Q4: $0.612015 Q1: $0.642015 Q2: $0.962015 Q3: $0.812015 Q4: $0.592016 Q1: $0.702016 Q2: $0.772016 Q3: $0.792016 Q4: $0.592017 Q1: $0.622017 Q2: $0.622017 Q3: $0.612017 Q4: $0.622018 Q1: $0.662018 Q2: $0.742018 Q3: $0.712018 Q4: $0.652019 Q1: $0.682019 Q2: $0.762019 Q3: $0.782019 Q4: $0.762020 Q1: $0.772020 Q2: $0.592020 Q3: $0.902020 Q4: $0.492021 Q1: $0.502021 Q2: $0.572021 Q3: $0.722021 Q4: $0.692022 Q1: $0.672022 Q2: $0.692022 Q3: $0.672022 Q4: $0.702023 Q1: $0.692023 Q2: $0.772023 Q3: $0.662023 Q4: $0.642024 Q1: $0.692024 Q2: $0.542024 Q3: $0.63

Forward P/E

10.2028.7747.342007 Q32009 Q42012 Q32014 Q42017 Q12019 Q22021 Q32023 Q42014 Q1: 40.382014 Q2: 41.482014 Q3: 39.232014 Q4: 41.522015 Q1: 42.452015 Q2: 24.482015 Q3: 29.122015 Q4: 44.782016 Q1: 40.372016 Q2: 38.382016 Q3: 36.242016 Q4: 43.102017 Q1: 36.772017 Q2: 31.062017 Q3: 32.562017 Q4: 29.692018 Q1: 22.272018 Q2: 21.882018 Q3: 23.262018 Q4: 23.142019 Q1: 26.392019 Q2: 25.272019 Q3: 25.862019 Q4: 27.082020 Q1: 12.762020 Q2: 22.402020 Q3: 14.512020 Q4: 30.572021 Q1: 38.952021 Q2: 37.282021 Q3: 30.492021 Q4: 33.062022 Q1: 35.492022 Q2: 27.992022 Q3: 30.962022 Q4: 31.442023 Q1: 27.162023 Q2: 25.062023 Q3: 28.142023 Q4: 33.552024 Q1: 28.282024 Q2: 34.812024 Q3: 37.37

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2015 Q2 tone ↓ -3.3 fwd EPS ↑ +0.33 Tone cooled even as the forward EPS estimate rose.
  • 2015 Q3 tone ↑ +2.2 fwd EPS ↓ -0.15 Tone rose while the forward EPS estimate was cut.
  • 2020 Q4 tone ↑ +4.4 fwd EPS ↓ -0.41 Tone rose while the forward EPS estimate was cut.
  • 2022 Q1 tone ↑ +3.3 fwd EPS ↓ -0.02 Tone rose while the forward EPS estimate was cut.
  • 2023 Q4 tone ↑ +6.8 fwd EPS ↓ -0.02 Tone rose while the forward EPS estimate was cut.
  • 2024 Q1 tone ↓ -8.6 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q2 tone ↑ +6.1 fwd EPS ↓ -0.15 Tone rose while the forward EPS estimate was cut.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q12025-05-01+11.7——View →
2024 Q42025-02-07+8.1——View →
2024 Q32024-10-31+17.3$0.6337.4View →
2024 Q22024-08-01+9.9$0.5434.8View →
2024 Q12024-05-02+3.8$0.6928.3View →
2023 Q42024-02-08+12.3$0.6433.5View →
2023 Q32023-10-26+5.6$0.6628.1View →
2023 Q22023-07-27+9.5$0.7725.1View →