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Kimco Realty secures $500 million through notes offering

EditorNatashya Angelica
Published 17/09/2024, 14:44
KIM
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Kimco Realty OP, LLC, a subsidiary of Kimco Realty Corporation (NYSE:KIM), has successfully issued $500 million in 4.850% Notes due 2035, as per the company's latest 8-K filing with the Securities and Exchange Commission (SEC). The notes are guaranteed by Kimco Realty Corporation, indicating a solid backing for the debt issuance.

The transaction, which closed on Monday, is governed by a series of agreements with The Bank of New York Mellon (NYSE:BK) acting as the trustee. These agreements are supplements to the original Indenture dated back to September 1, 1993. This strategic financial move is aimed at bolstering the company's financial position and supporting its ongoing operations and future growth.

The newly issued notes are part of a public offering underwritten by a syndicate of financial institutions, reflecting investor confidence in the company's creditworthiness. The notes will mature in 2035 and carry an annual interest rate of 4.850%, payable semi-annually.

Kimco Realty Corporation, with its headquarters in Jericho, NY, operates as a real estate investment trust (REIT) and is a key player in the acquisition, development, and management of shopping centers. The company's portfolio includes properties primarily concentrated in the United States' major coastal markets.

Latham & Watkins LLP and Venable LLP have provided legal opinions regarding the legality of the notes, further solidifying the transaction's legal framework. The offering's proceeds are expected to be used for general corporate purposes, which may include refinancing existing debt, funding new investment opportunities, or other corporate activities.

Investors and market watchers will be keeping a close eye on how Kimco Realty utilizes this capital injection to navigate the competitive real estate market. The details of the notes offering are based on the information provided in the SEC filing by Kimco Realty Corporation and Kimco Realty OP, LLC.

In other recent news, Kimco Realty Corp has reported a notable increase in its second-quarter earnings, prompting an updated 2024 estimated funds from operations (FFO) from $1.59 to $1.61. The company also increased its unsecured term loan to $550 million, up from the previous $500 million, with the proceeds to be used for general corporate purposes.

In response to these developments, Citi has updated its financial model for Kimco, resulting in an increased price target for the company's shares from $20.00 to $24.00, maintaining a Neutral rating.

On the analysts' front, Mizuho downgraded Kimco from Outperform to Neutral, despite raising its price target to $23.00. This was due to Kimco's stock now trading in line with its peers. However, Raymond James upgraded Kimco's stock from Market Perform to Strong Buy and set a new price target at $25.00, based on the company's attractive valuation.

Similarly, Piper Sandler raised its price target to $29.00 and maintained an Overweight rating, influenced by the company's shift towards smaller, more profitable shop leases.

These recent developments reflect the company's financial performance and strategic initiatives gaining recognition from analysts. It's important to note that these are analysts' forecasts, and actual results may vary.


InvestingPro Insights


Kimco Realty Corporation's recent notes issuance underscores its strategic financial planning, and current data from InvestingPro provides further insights into the company's market position. With a solid market capitalization of $16.22 billion, Kimco is trading at a high earnings multiple with a P/E ratio of 45.7, suggesting a premium valuation as of the last twelve months leading into Q2 2024.

Despite this premium, the company's dividend yield stands at a robust 4.0%, a testament to its commitment to shareholder returns, having maintained dividend payments for 33 consecutive years and raising it for the last three.

InvestingPro Tips highlight that Kimco's stock is currently in overbought territory according to the RSI, and it's trading near its 52-week high, indicating strong recent performance. The company's liquid assets also exceed its short-term obligations, providing a cushion for operational needs.

For investors considering Kimco Realty, it's worth noting that the company has seen a strong return over the last three months, with a price total return of nearly 30%. Moreover, analysts predict profitability for the current year, which has been consistent over the last twelve months.

For those interested in a deeper analysis, InvestingPro offers additional tips on Kimco Realty Corporation, which can be accessed for a comprehensive investment strategy. The insights provided here are just a snippet of what InvestingPro has to offer, with more detailed tips available on their platform.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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