KIM

The article discusses dividend investing strategies and highlights Kimco Realty (KIM) as a compelling income investment opportunity. KIM offers a 4.75% dividend yield, has increased its dividend 10.9% year-over-year, and maintains a sustainable 58% payout ratio. With expected earnings growth of 4.55% for 2026 and a Zacks Rank of #3 (Hold), the company represents a strong dividend play for income-focused investors.

Kimco Realty (KIM), a real estate investment trust, offers an attractive dividend yield of 5.06% with a 10.9% year-over-year increase in annualized dividends. The company has increased dividends 5 times over the last 5 years with an average annual increase of 14.37%. With a 58% payout ratio and expected earnings growth of 4.55% for 2026, KIM presents a strong dividend play for income investors, though it carries a Zacks Rank of #3 (Hold).

Macerich (MAC) achieved 94% leased occupancy in June 2026, up from 92% a year earlier, driven by strong retailer demand and premium mall portfolio positioning. The company's Path Forward strategy targets a 6.5% NOI CAGR through 2028, supported by $124M in signed-not-open leases. However, tenant bankruptcies, e-commerce competition, and geographic concentration in select U.S. markets pose ongoing challenges.