KIM Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $22.24
Market Cap (MRQ) $14.91B
P/E 9.9
Revenue $2.14B
Div Yield 4.7%
ROE 5.6%
52W Range $20–$27

KIM Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
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Stock splits 3
Ex-date Split Type
Aug. 24, 2005 2-for-1 Forward
Dec. 24, 2001 3-for-2 Forward
Dec. 22, 1995 3-for-2 Forward

About Kimco Realty Corporation (HC) Common Stock Company overview from Wikipedia

05 · wikidata

Kimco Realty Corporation – known as Kimco – is a real estate investment trust headquartered in Jericho, New York, that invests in shopping centers throughout the Contiguous United States and the Commonwealth of Puerto Rico.

As of December 31, 2025, the company owned interests in 565 U.S. shopping centers and mixed-use assets comprising 100 million square feet of gross leasable space.

Kimco was the first public vertically integrated REIT designed to be internally managed and advised, providing its own property and asset management.

## History

The Kimco Corporation, the predecessor of the company, was founded in 1966 by a group of real estate investors, including Martin Kimmel and Milton Cooper, who merged their retail assets. This asset merger led to the new company being named Kim-co. The company was incorporated in 1973.

In 1988, the company acquired Gold Circle for $325 million.

In November 1991, the company became a public company via an initial public offering, raising $120 million.

In 1998, the company acquired Price REIT for $535 million in stock.

In October 2003, the company acquired Mid-Atlantic Realty Trust for $441 million. A few years later, in 2007, Kimco acquired The Birchwood Organization – another Long Island-based company – for $92 million.

In August 2021, the company acquired Weingarten Realty.

In November 2022, the company acquired a portfolio of eight Long Island, NY shopping centers for $375.8 million.

In January 2024, Kimco acquired RPT Realty, making the company the largest shopping center REIT.

In October 2024, the company acquired Waterford Lakes Town Center for $322 million.

Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗

Wikidata ↗

sectorReal Estate industryReal Estate employees710 countryUS

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$2.14B
2016-12-31 → 2025-12-31
EPS·
2016-12-31 → 2018-12-31
Free Cash Flow$1.10B
2025-12-31 → 2025-12-31
Net margin27.8%
2016-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend KIM 5Y avg Peer Median Verdict
P/E 9.95Y avg ≈9.9 ≈9.9 · ·
P/S (TTM) 6.85Y avg ≈8.1 ≈8.1 · ·
P/B (MRQ) 1.55Y avg ≈1.4 ≈1.4 · ·
Price / FCF 13.6 · · ·
Price / Cash Flow 13.45Y avg ≈16.0 ≈16.0 · ·
Price / Tangible Book 1.65Y avg ≈1.5 ≈1.5 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Dividend Yield4.7%
Payout Ratio121.7%
Annualized Payout≈$1.12Paid quarterly
5Y Div CAGR≈9.3%Per share, split-adjusted
Growth Streak≈5Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Sep 4, 2026$0.28USD≈4.5%
Jun 5, 2026$0.26USD≈4.3%
Mar 6, 2026$0.26USD≈4.4%
Dec 5, 2025$0.26USD≈5.0%
Sep 5, 2025$0.25USD≈4.4%
Jun 6, 2025$0.25USD≈4.7%
Mar 7, 2025$0.25USD≈4.6%
Dec 5, 2024$0.25USD≈3.9%
Sep 5, 2024$0.24USD≈4.5%
Jun 6, 2024$0.24USD≈5.5%
Mar 6, 2024$0.24USD≈5.3%
Dec 6, 2023$0.33USD≈5.1%
Sep 6, 2023$0.23USD≈4.9%
Jun 7, 2023$0.23USD≈4.7%
Mar 8, 2023$0.23USD≈4.4%
Dec 8, 2022$0.23USD≈3.9%
Sep 8, 2022$0.22USD≈3.6%
Jun 8, 2022$0.20USD≈3.3%
Mar 9, 2022$0.19USD≈2.9%
Dec 8, 2021$0.17USD≈2.9%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise 15.2%
Next Report Oct 28, 2026
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 Jul 29, 2026 $0.22 $0.20 10.8%
March 31, 2026 $0.23 $0.19 18.3%
Dec. 31, 2025 $0.21 $0.18 16.9%
Sept. 30, 2025 $0.19 $0.18 8.3%
June 30, 2025 $0.23 $0.17 34.0%
March 31, 2025 $0.18 $0.17 3.1%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 15
Metric Trend 202520242023202220212020201920182017201620152014
Revenue $2.14B$2.04B$1.78B$1.73B$1.36B$1.06B$1.16B$1.16B$1.20B$1.17B$1.17B$994M
SG&A Expense $133M$138M$137M$120M$104M$93M$97M$88M$92M$87M$123M$122M
Operating Expenses $1.43B$1.41B$1.22B$1.18B$971M$732M$761M$812M$863M$870M$823M$684M
Operating Income $771M$629M$639M$565M$424M$333M$478M$582M$431M$394M$344M$310M
Interest Expense $330M$308M$250M$227M$204M$187M$177M$183M$192M$193M$219M$204M
Interest Income $51M$30M$12M$14M········
Other Non-op $2M$28M$28M$29M$20M$4M$11M$17M$3M$5M$5M$-9M
Pretax Income $494M$351M$644M$44M$745M$928M$312M$399M$240M$161M$169M$102M
Income Tax $1M$25M$61M$57M$3M$978.0K$-3M$2M$-880.0K$79M$60M$-22M
Net Income $585M$411M$654M$126M$844M$1.00B$411M$498M$426M$379M$894M$424M
EPS (Basic) ·······$1.02$0.87$0.79$2.01$0.89
EPS (Diluted) ·······$1.02$0.87$0.79$2.00$0.89
Shares (Basic) 675,050,000671,561,000616,947,000615,528,000506,248,000429,950,000420,370,000420,641,000423,614,000418,402,000411,319,000409,088,000
Shares (Diluted) 675,279,000672,136,000618,199,000617,858,000511,385,000431,633,000421,799,000421,379,000424,019,000419,709,000412,851,000411,038,000
EBITDA $1.40B$1.23B$1.15B$1.07B$820M$622M$755M$893M$698M$656M$688M$583M
Balance Sheet 12
Metric Trend 202520242023202220212020201920182017201620152014
Cash & Equivalents $212M$689M$781M$147M$326M$293M$124M$144M$239M$142M$190M$187M
Intangibles $1.23B$1.25B··········
Total Assets $19.69B$20.31B$18.27B$17.83B$18.46B$11.61B$11.00B$11.00B$11.76B$11.23B$11.34B$10.26B
Total Liabilities $9.12B$9.46B$8.55B$8.09B$8.34B$5.93B$6.05B$5.56B$6.23B$5.74B$6.08B$5.27B
Long-term Debt $7.72B$7.96B$7.26B$6.78B$7.03B$5.04B$4.83B$4.38B$4.60B$3.93B$3.76B·
Common Stock $7M$7M$6M$6M$6M$4M$4M$4M$4M$4M$4M$4M
Paid-in Capital $10.92B$11.03B$9.64B$9.62B$9.59B$5.77B$5.77B$6.12B$6.15B$5.92B$5.61B$5.73B
Retained Earnings $-529M$-399M$-123M$-120M$299M·······
AOCI $-9M$11M$3M$11M$2M$0··$-1M$6M$6M$45M
Stockholders' Equity $10.39B$10.65B$9.53B$9.52B$9.90B$5.61B$4.86B$5.33B$5.39B$5.26B$5.05B$4.77B
Liabilities + Equity $19.69B$20.31B$18.27B$17.83B$18.46B$11.61B$11.00B$11.00B$11.76B$11.23B$11.34B$10.26B
Shares Outstanding 674,093,047679,493,522619,871,237618,483,565616,658,593432,518,743431,814,951421,388,879425,646,380425,034,113413,430,756411,819,818
Cash Flow 15
Metric Trend 202520242023202220212020201920182017201620152014
D&A $627M$604M$507M$505M$395M$289M$278M$310M$361M$355M$345M$273M
Stock-based Comp $33M$35M$33M$27M$23M$24M$20M$18M$22M$19M$18M$18M
Deferred Tax ······$0$0$807.0K$55M$4M$15M
Other Non-cash $-125M$-44M$-123M$203M$-644M$-724M$-125M$-188M$-195M$-216M$-763M$-86M
Operating Cash Flow $1.12B$1.01B$1.07B$861M$619M$590M$584M$638M$614M$592M$494M$629M
CapEx $18M···········
Investing Cash Flow $-377M$-319M$-137M$-63M$-476M$-33M$-120M$254M$-294M$165M$21M$127M
Stock Repurchased $120M$0$0··$0$0$75M$0···
Net Stock Activity $-120M····$0$0$-75M····
Dividends Paid $712M$683M$654M$542M$380M$378M$529M$527M$504M$472M$454M$426M
Financing Cash Flow $-1.22B$-781M$-301M$-983M$-101M$-387M$-483M$-987M$-224M$-805M$-513M$-717M
Net Change in Cash $-477M$-94M$634M$-185M$41M$169M$-20M$-95M$96M$-47M$2M$39M
Taxes Paid $23M$61M$65M$12M$2M$747.0K$-1M$514.0K$-14M$6M$100M$23M
Free Cash Flow $1.10B···········
Levered FCF $772M···········
Profitability 7
Metric Trend 202520242023202220212020201920182017201620152014
Operating Margin 36.0%30.9%35.8%32.7%31.1%31.4%41.2%50.0%28.1%25.7%29.4%31.2%
Net Margin 27.3%20.2%36.7%7.3%61.9%94.6%35.4%42.7%35.5%32.4%76.6%42.7%
Pretax Margin 23.1%17.2%36.1%2.6%54.6%87.7%26.9%34.3%12.2%5.8%14.5%10.3%
EBITDA Margin 65.3%60.5%64.3%62.0%60.1%58.8%65.2%76.6%58.1%56.0%59.0%58.7%
ROA 2.9%2.1%3.6%0.69%5.6%8.8%3.7%4.4%3.7%3.4%8.3%4.2%
ROE 5.6%4.1%6.9%1.3%10.9%19.1%8.1%9.3%8.0%7.3%18.2%9.0%
ROIC 7.4%5.5%6.1%-1.7%4.3%5.9%9.9%10.9%6.3%11.8%4.4%5.1%
Liquidity & Solvency 1
Metric Trend 202520242023202220212020201920182017201620152014
Interest Coverage 2.32.02.62.52.11.82.73.21.81.61.61.5
Efficiency 1
Metric Trend 202520242023202220212020201920182017201620152014
Asset Turnover 0.10.10.10.10.10.10.10.10.10.10.10.1
Per Share 7
Metric Trend 202520242023202220212020201920182017201620152014
Book Value / Share $15.42$15.68$15.37$15.39$16.05$12.97$11.27$12.66$12.67$12.37$12.21$11.59
Revenue / Share $3.17$3.03$2.88$2.80$2.67$2.45$2.75$2.76$2.83$2.79$2.83$2.42
Cash Flow / Share $1.66$1.50$1.73$1.39$1.21$1.37$1.38$1.51$1.45$1.41$1.20$1.53
Cash / Share $0.31$1.01$1.26$0.24$0.53$0.68$0.29$0.34$0.56$0.34$0.46$0.45
Dividend / Share $1.01$0.97$1.02$0.84$0.68$0.54$1.12$1.12$1.09$1.03··
Dividend Paid / Share ········$1.09$1.03$0.97$0.92
EPS (TTM) $2.25$2.25$2.25$2.25$2.25$2.25$0.80$1.02$0.87$0.79$2.00$0.89
Growth Rates 7
Metric Trend 202520242023202220212020201920182017201620152014
Revenue YoY 5.1%14.2%3.2%26.6%29.0%·······
Revenue CAGR 3Y 7.4%14.3%19.0%·········
Revenue CAGR 5Y 15.1%···········
Net Income YoY 42.4%-37.2%419.4%-85.1%-15.7%·······
Net Income CAGR 3Y 66.8%-21.3%-13.2%·········
Net Income CAGR 5Y -10.2%···········
Dividends Paid CAGR 5Y 13.5%···········
Valuation (TTM) 13
Metric Trend 202520242023202220212020201920182017201620152014
Revenue TTM $2.14B$2.04B$1.78B$1.73B$1.36B$1.06B$1.16B$1.16B$1.20B$1.17B$1.17B$994M
Net Income TTM $585M$411M$654M$126M$844M$1.00B$411M$498M$426M$379M$894M$424M
Market Cap $13.66B$15.92B$13.21B$13.10B$15.20B$6.49B$8.94B$6.17B$7.73B$10.69B$10.94B$10.35B
P/E 9.010.49.59.411.06.725.914.420.931.813.228.2
P/S 6.47.87.47.611.16.17.75.36.49.19.410.4
P/B 1.31.51.41.41.51.21.81.21.42.02.22.2
P / Tangible Book 1.51.71.41.41.51.2······
P / Cash Flow 12.215.812.315.224.611.015.39.712.618.122.216.5
P / FCF 12.4···········
Dividend Yield 5.2%4.3%5.0%4.1%2.5%5.8%5.9%8.5%6.5%4.4%4.2%4.1%
Earnings Yield 11.1%9.6%10.6%10.6%9.1%15.0%3.9%7.0%4.8%3.1%7.6%3.5%
Payout Ratio 121.7%166.2%100.0%430.4%45.1%37.7%128.7%105.8%118.2%124.6%50.8%100.9%
Annual Payout $712M$683M$654M$542M$380M$378M$529M$527M$504M$472M$454M$426M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312021-12-31
Revenue $2.14B $2.04B $1.78B $1.73B $1.36B
Operating Margin % 36.0% 30.9% 35.8% 32.7% 31.1%
Net Income $585M $411M $654M $126M $844M

Institutional owners (13F) 726 filers · $17.3B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 726
Value held $17.3B
New positions 81
Exited positions 41
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
81 (-39 vs prior Q) 41 (-3 vs prior Q) 279 (+12 vs prior Q) 200 (+32 vs prior Q) +25.0M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VANGUARD GROUP INC $2,200,629,374 108,565,830 12.73% Shares
BlackRock, Inc. $1,895,765,155 74,783,636 10.97% Shares
VANGUARD PORTFOLIO MANAGEMENT LLC $1,472,513,537 58,087,319 8.52% Shares
STATE STREET CORP $1,190,396,530 46,958,443 6.89% Shares
VANGUARD CAPITAL MANAGEMENT LLC $1,116,793,642 44,054,976 6.46% Shares
FMR LLC $544,752,439 21,489,248 3.15% Shares
GEODE CAPITAL MANAGEMENT, LLC $502,240,993 19,883,931 2.91% Shares
FEDERATED HERMES, INC. $460,751,206 18,175,590 2.67% Shares
Invesco Ltd. $432,507,822 17,061,453 2.50% Shares
APG Asset Management US Inc. $370,052,415 14,754,881 2.14% Shares
JPMORGAN CHASE & CO $360,243,166 13,946,695 2.08% Shares
Daiwa Securities Group Inc. $347,597,451 13,711,931 2.01% Shares
GOLDMAN SACHS GROUP INC $290,729,720 11,468,628 1.68% Shares
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $290,445,369 11,457,411 1.68% Shares
CENTERSQUARE INVESTMENT MANAGEMENT LLC $276,811,049 10,919,568 1.60% Shares
DIMENSIONAL FUND ADVISORS LP $268,257,858 10,581,679 1.55% Shares
BANK OF AMERICA CORP /DE/ $235,111,242 9,274,605 1.36% Shares
NORGES BANK $221,408,294 8,734,055 1.28% Shares
NORTHERN TRUST CORP $217,907,307 8,595,949 1.26% Shares
MORGAN STANLEY $172,556,454 6,806,958 1.00% Shares
Legal & General Group Plc $156,282,697 6,164,998 0.90% Shares
Bank of New York Mellon Corp $152,112,630 6,000,498 0.88% Shares
Caisse de depot et placement du Quebec $140,305,101 5,534,718 0.81% Shares
Sumitomo Mitsui Trust Group, Inc. $100,811,981 3,976,804 0.58% Shares
Amundi $98,464,800 3,884,213 0.57% Shares
VANGUARD FIDUCIARY TRUST CO $95,951,854 3,785,083 0.56% Shares
HSBC HOLDINGS PLC $94,196,754 3,708,685 0.54% Shares
RAYMOND JAMES FINANCIAL INC $86,618,495 3,416,903 0.50% Shares
DEUTSCHE BANK AG\ $85,849,118 3,386,553 0.50% Shares
SEI INVESTMENTS CO $81,742,269 3,224,548 0.47% Shares
PFA Pension, Forsikringsaktieselskab $77,728,168 3,066,200 0.45% Shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ $73,522,705 2,676,079 0.43% Shares
UBS Group AG $69,685,781 2,748,946 0.40% Shares
Robeco Institutional Asset Management B.V. $67,170,351 2,649,718 0.39% Shares
WELLS FARGO & COMPANY/MN $64,660,479 2,550,709 0.37% Shares
Russell Investments Group, Ltd. $62,576,990 2,468,430 0.36% Shares
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND $58,992,365 2,327,115 0.34% Shares
AQR CAPITAL MANAGEMENT LLC $57,408,975 2,264,654 0.33% Shares
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $57,271,810 2,259,243 0.33% Shares
Mitsubishi UFJ Asset Management Co., Ltd. $56,765,190 2,239,258 0.33% Shares
Nuveen, LLC $55,936,102 2,206,553 0.32% Shares
VIRGINIA RETIREMENT SYSTEMS ET Al $49,799,796 1,964,489 0.29% Shares
Resolution Capital Ltd $49,637,556 1,958,089 0.29% Shares
SCHRODER INVESTMENT MANAGEMENT GROUP $49,009,274 1,897,378 0.28% Shares
ENVESTNET ASSET MANAGEMENT INC $48,695,349 1,920,921 0.28% Shares
Swiss National Bank $48,196,257 1,901,233 0.28% Shares
ROYAL BANK OF CANADA $47,727,000 1,882,643 0.28% Shares
FIRST TRUST ADVISORS LP $43,974,029 1,734,677 0.25% Shares
LPL Financial LLC $41,260,548 1,627,635 0.24% Shares
BARCLAYS PLC $41,125,457 1,622,306 0.24% Shares

Show all 726 institutional owners →

Activists & 5%+ owners 15 positions

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
Kimco Realty Corporation, Kimco Realty Services, Inc., KC Holdings, Inc., Milton Cooper ×7 filings June 27, 2006 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Dec. 1, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 5, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person July 11, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person June 16, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person May 13, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person March 28, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 24, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 24, 2005 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 4, 2004 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Feb. 4, 2003 · Initial filing · SEC
Undisclosed reporting person Jan. 9, 2003 · Initial filing · SEC
Undisclosed reporting person June 24, 2002 · Initial filing · SEC
Undisclosed reporting person Feb. 6, 2002 · Initial filing · SEC
Undisclosed reporting person, Undisclosed reporting person, Undisclosed reporting person Aug. 9, 2001 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

Company insiders 29 insiders · 8 officers · 16 directors

19
Insider Role Last activity Shares owned Buys 12m Sells 12m Net 12m
Conor C Flynn Chief Executive Officer Feb. 19, 2026 A 1,371,444 0 0 $0
Glenn Gary Cohen Exec VP, CFO Feb. 19, 2026 A 689,813 0 0 $0
Ross Cooper President Feb. 19, 2026 A 654,966 0 0 $0
David Jamieson Chief Operating Officer Feb. 19, 2026 A 338,962 0 0 $0
Paul Westbrook VP, Chief Accounting Officer Feb. 13, 2026 F 86,778 0 0 $0
Milton Cooper Executive Chairman Feb. 13, 2025 A 10,636,406 0 0 $0
Barbara Pooley EVP - CAO Aug. 6, 2011 F 31,588 0 0 $0
David R Lukes Executive Vice President March 18, 2010 A 64,100 0 0 $0
Nancy Lashine Director Feb. 19, 2026 A 9,136 0 0 $0
Henry Moniz Director Feb. 19, 2026 A 50,690 0 0 $0
Valerie Richardson Director Feb. 19, 2026 A 80,800 0 0 $0
Mary Hogan Preusse Director Feb. 19, 2026 A 40,260 0 0 $0
Richard B Saltzman Director Feb. 19, 2026 A 110,415 0 0 $0
Frank Lourenso Director Feb. 19, 2026 A 211,656 0 1 $-198,865
Philip E Coviello JR Director Feb. 19, 2026 A 91,215 0 0 $0
Colombe M Nicholas Director April 27, 2021 A 82,652 0 0 $0
Richard G Dooley Director April 30, 2019 A 227,609 0 0 $0
Joe Grills Director March 22, 2019 M 47,643 0 0 $0
Patrick F Hughes Director Nov. 4, 2014 S 38,875 0 0 $0
Martin S Kimmel Director Feb. 4, 2008 A 8,264,138 0 0 $0
KIMCO REALTY CORP 10% owner June 21, 2005 M 1,305,754 0 0 $0
David Henry · Feb. 17, 2015 F 367,896 0 0 $0
Michael V Pappagallo · May 17, 2013 S 109,845 0 0 $0
Michael J Flynn · Aug. 19, 2008 S 426,538 0 0 $0
Raymonds Edward · March 19, 2008 S 78,408 0 0 $0
Thomas Caputo · March 11, 2008 S 56,250 0 0 $0
Bruce Kauderer · Oct. 2, 2007 A 1,000 0 0 $0
Jerald Friedman · Aug. 8, 2007 A 51,215 0 0 $0
David Samber · Nov. 4, 2003 S 1,800 0 0 $0

Insiders from SEC Form 3/4/5 filings; net = open-market P/S only

ETF ownership Held by 115 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
FPRO · FIDELITY COVINGTON TRUST 3.71% 24,045 NS July 31, 2026 N-PORT
RSPR · Invesco Exchange-Traded Fund Trust 3.33% 122,879 Oct. 1, 2026 Daily
PAYR · Federated Hermes ETF Trust 2.92% 65,433 NS July 31, 2026 N-PORT
FDV · Federated Hermes ETF Trust 2.47% 854,794 NS July 31, 2026 N-PORT
SPDV · ETF Series Solutions 2.18% 112,531 NS July 31, 2026 N-PORT
GQRE · FlexShares Trust 2.12% 353,990 NS July 31, 2026 N-PORT
ICF · iShares Trust 1.94% 1,642,141 SH Sept. 11, 2026 Daily
USRT · iShares Trust 1.33% 2,531,031 SH Sept. 11, 2026 Daily
DFAR · Dimensional ETF Trust 1.29% 899,405 NS July 31, 2026 N-PORT
BLDG · Cambria ETF Trust 1.27% 33,494 NS July 31, 2026 N-PORT
DRN · Direxion Shares ETF Trust 1.22% 21,643 NS July 31, 2026 N-PORT
IYR · iShares Trust 1.19% 2,080,313 SH Sept. 11, 2026 Daily
FREL · FIDELITY COVINGTON TRUST 1.10% 642,169 NS July 31, 2026 N-PORT
VRAI · ETFis Series Trust I 1.10% 7,995 NS July 31, 2026 N-PORT
SPLV · Invesco Exchange-Traded Fund Trust … 1.06% 3,301,401 Oct. 1, 2026 Daily
VNQ · VANGUARD SPECIALIZED FUNDS 0.91% 25,656,367 SH Aug. 19, 2026 Daily
REET · iShares Trust 0.87% 1,804,491 SH Sept. 11, 2026 Daily
DFGR · Dimensional ETF Trust 0.84% 1,280,258 NS July 31, 2026 N-PORT
ERET · iShares Trust 0.71% 4,111 SH Sept. 11, 2026 Daily
IQSM · New York Life Investments ETF Trust 0.68% 88,449 NS July 31, 2026 N-PORT
SPVM · Invesco Exchange-Traded Fund Trust 0.63% 37,114 Oct. 1, 2026 Daily
PABU · iShares Trust 0.48% 514,947 SH Sept. 11, 2026 Daily
BKMC · BNY Mellon ETF Trust 0.43% 110,133 NS July 31, 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.40% 719,598 Oct. 1, 2026 Daily
RDIV · Invesco Exchange-Traded Fund Trust … 0.38% 238,327 Oct. 1, 2026 Daily
VBR · VANGUARD INDEX FUNDS 0.36% 9,817,665 SH Aug. 19, 2026 Daily
JPME · J.P. Morgan Exchange-Traded Fund Tr… 0.33% 60,256 NS July 31, 2026 N-PORT
FNY · First Trust Exchange-Traded AlphaDE… 0.32% 72,415 NS July 31, 2026 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.32% 311,858 NS July 31, 2026 N-PORT
JPUS · J.P. Morgan Exchange-Traded Fund Tr… 0.29% 52,527 NS July 31, 2026 N-PORT
PWS · Pacer Funds Trust 0.29% 2,712 NS July 31, 2026 N-PORT
BSCQ · Invesco Exchange-Traded Self-Indexe… 0.25% 7,917,000 Sept. 30, 2026 Daily
IMCV · iShares Trust 0.22% 110,386 SH Sept. 11, 2026 Daily
SMMD · iShares Trust 0.21% 353,896 SH Sept. 11, 2026 Daily
VB · VANGUARD INDEX FUNDS 0.20% 15,466,222 SH Aug. 19, 2026 Daily
SIZE · iShares Trust 0.20% 35,805 SH Sept. 11, 2026 Daily
EUSA · iShares, Inc. 0.19% 160,447 SH Sept. 11, 2026 Daily
RSP · Invesco Exchange-Traded Fund Trust 0.19% 8,299,237 Oct. 1, 2026 Daily
JVAL · J.P. Morgan Exchange-Traded Fund Tr… 0.19% 61,815 NS July 31, 2026 N-PORT
PFF · iShares Trust 0.19% 1,183,793 SH Sept. 11, 2026 Daily
FVAL · FIDELITY COVINGTON TRUST 0.17% 89,127 NS July 31, 2026 N-PORT
IWS · iShares Trust 0.15% 988,090 SH Sept. 11, 2026 Daily
EQAL · Invesco Exchange-Traded Fund Trust … 0.15% 52,582 Oct. 1, 2026 Daily
BSCU · Invesco Exchange-Traded Self-Indexe… 0.12% 3,739,000 Sept. 29, 2026 Daily
IWR · iShares Trust 0.11% 2,706,372 SH Sept. 11, 2026 Daily
PFIG · Invesco Exchange-Traded Fund Trust … 0.11% 155,000 Oct. 1, 2026 Daily
IMCB · iShares Trust 0.11% 79,561 SH Sept. 11, 2026 Daily
JFLI · J.P. Morgan Exchange-Traded Fund Tr… 0.11% 2,033 NS July 31, 2026 N-PORT
FAD · First Trust Exchange-Traded AlphaDE… 0.10% 21,742 NS July 31, 2026 N-PORT
XOEF · iShares Trust 0.09% 835 SH Sept. 11, 2026 Daily
FNX · First Trust Exchange-Traded AlphaDE… 0.08% 40,632 NS July 31, 2026 N-PORT
USXF · iShares Trust 0.06% 39,930 SH Sept. 11, 2026 Daily
VOOV · VANGUARD ADMIRAL FUNDS 0.06% 155,780 SH Aug. 19, 2026 Daily
IVE · iShares Trust 0.05% 1,124,441 SH Sept. 11, 2026 Daily
VONV · VANGUARD SCOTTSDALE FUNDS 0.05% 398,937 SH Aug. 19, 2026 Daily
IUSV · iShares Trust 0.05% 588,863 SH Sept. 11, 2026 Daily
DIVB · iShares Trust 0.05% 42,687 SH Sept. 11, 2026 Daily
ILCV · iShares Trust 0.05% 26,206 SH Sept. 11, 2026 Daily
IWD · iShares Trust 0.04% 1,467,055 SH Sept. 11, 2026 Daily
GLBL · Pacer Funds Trust 0.04% 18 NS July 31, 2026 N-PORT
EGLE · Global X Funds 0.04% 34 NS July 31, 2026 N-PORT
PRF · Invesco Exchange-Traded Fund Trust 0.03% 152,300 Oct. 1, 2026 Daily
VOO · VANGUARD INDEX FUNDS 0.03% 17,518,039 SH Aug. 19, 2026 Daily
ESGV · VANGUARD WORLD FUND 0.03% 149,462 SH Aug. 19, 2026 Daily
TOPC · iShares Trust 0.03% 417 SH Sept. 11, 2026 Daily
XRMI · Global X Funds 0.03% 580 NS July 31, 2026 N-PORT
USCL · iShares Trust 0.03% 35,353 SH Sept. 11, 2026 Daily
CATH · Global X Funds 0.03% 14,900 NS July 31, 2026 N-PORT
CHRI · Global X Funds 0.03% 91 NS July 31, 2026 N-PORT
XYLG · Global X Funds 0.03% 704 NS July 31, 2026 N-PORT
XCLR · Global X Funds 0.03% 39 NS July 31, 2026 N-PORT
XVV · iShares Trust 0.03% 7,829 SH Sept. 11, 2026 Daily
BBUS · J.P. Morgan Exchange-Traded Fund Tr… 0.03% 93,712 NS July 31, 2026 N-PORT
PTLC · Pacer Funds Trust 0.03% 34,105 NS July 31, 2026 N-PORT
XTR · Global X Funds 0.03% 50 NS July 31, 2026 N-PORT
XYLD · Global X Funds 0.03% 33,552 NS July 31, 2026 N-PORT
QLC · FlexShares Trust 0.02% 9,856 NS July 31, 2026 N-PORT
SPUU · Direxion Shares ETF Trust 0.02% 2,544 NS July 31, 2026 N-PORT
QDPL · Pacer Funds Trust 0.02% 16,220 NS July 31, 2026 N-PORT
IVV · iShares Trust 0.02% 8,500,296 SH Sept. 11, 2026 Daily
ILCB · iShares Trust 0.02% 13,142 SH Sept. 11, 2026 Daily
PBP · Invesco Exchange-Traded Fund Trust 0.02% 3,993 Oct. 1, 2026 Daily
IYY · iShares Trust 0.02% 29,499 SH Sept. 11, 2026 Daily
PBUS · Invesco Exchange-Traded Fund Trust … 0.02% 116,437 Oct. 1, 2026 Daily
TILT · FlexShares Trust 0.02% 19,238 NS July 31, 2026 N-PORT
IWB · iShares Trust 0.02% 459,109 SH Sept. 11, 2026 Daily
IWV · iShares Trust 0.02% 185,260 SH Sept. 11, 2026 Daily
HCMT · Direxion Shares ETF Trust 0.02% 4,698 NS July 31, 2026 N-PORT
ITOT · iShares Trust 0.02% 871,627 SH Sept. 11, 2026 Daily
QVML · Invesco Exchange-Traded Fund Trust … 0.02% 15,230 Oct. 1, 2026 Daily
VTI · VANGUARD INDEX FUNDS 0.02% 21,400,568 SH Aug. 19, 2026 Daily
VT · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 628,606 SH Aug. 19, 2026 Daily
VONE · VANGUARD SCOTTSDALE FUNDS 0.02% 108,883 SH Aug. 19, 2026 Daily
VTHR · VANGUARD SCOTTSDALE FUNDS 0.02% 55,590 SH Aug. 19, 2026 Daily
SPXL · Direxion Shares ETF Trust 0.02% 52,724 NS July 31, 2026 N-PORT
PHDG · Invesco Actively Managed Exchange-T… 0.02% 536 Oct. 1, 2026 Daily
TOK · iShares Trust 0.02% 1,907 SH Sept. 11, 2026 Daily
URTH · iShares, Inc. 0.02% 60,971 SH Sept. 11, 2026 Daily
ACWI · iShares Trust 0.02% 214,797 SH Sept. 11, 2026 Daily
CRBN · iShares Trust 0.01% 6,020 SH Sept. 11, 2026 Daily
RWL · Invesco Exchange-Traded Fund Trust … 0.01% 48,559 Oct. 1, 2026 Daily
INFO · Harbor ETF Trust 0.00% 1,004 NS July 31, 2026 N-PORT
GTO · Invesco Actively Managed Exchange-T… 0.00% 6,000 Sept. 30, 2026 Daily
FTLS · First Trust Exchange-Traded Fund III -0.10% -97,561 NS July 31, 2026 N-PORT
BIV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BLV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BSV · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
BND · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VUSB · VANGUARD BOND INDEX FUNDS · · July 15, 2026 Daily
VCSH · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCIT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VCLT · VANGUARD SCOTTSDALE FUNDS · · July 15, 2026 Daily
VTC · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
BNDW · VANGUARD SCOTTSDALE FUNDS · · July 30, 2026 Daily
SMLF · iShares Trust · 228,291 SH Sept. 11, 2026 Daily

KIM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 28 analysts BUY
Median target $26.00 +16.9%
7 25.0% Strong Buy
6 21.4% Buy
15 53.6% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

21 analysts · 2026-09-30

Mean target $26.94 +21.1%

← Below all targets Current price $22.24
Low$23.00 Mean$26.94 High$31.00

Latest News Recent headlines mentioning this company

23

Trading Signals Recent buy/sell signals with entry price and risk/reward ratio

25

No open signal right now — no card is filled, and that's honest.

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

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Source: SEC 10-Q filed Aug 4, 2026