GET DAILY SIGNALSRetail REIT Comparison: Kimco (KIM), Phillips Edison (PECO), and Urban Edge (UE)
Key Takeaways
- All three are retail-focused real estate investment trusts (REITs), but they differ sharply in scale, geography, and recent momentum.
- KIM is the largest and most liquid of the group, with the strongest recent relative performance and a dividend yield near 4.4%.
- PECO offers a defensive, grocery-anchored neighborhood-center model and has recovered toward its 52-week high in recent months.
- UE is the smallest and most concentrated, focused on dense urban markets along the Washington, D.C.-to-Boston corridor, with an active capital-recycling story.
- Tickeron AI Verdict: Based on trend consistency, scale, liquidity, and relative positioning, KIM is the ticker of choice among the three.
Why These Retail REITs Stand Out
Retail real estate has proven resilient amid broader commercial property challenges, supported by steady tenant demand and measured new supply. For investors seeking exposure, KIM, PECO, and UE provide three different approaches. This comparison looks at their business models, growth drivers, valuations, and market positions to help weigh performance and risk. It should be particularly useful for income-focused investors and those monitoring relative momentum.
Kimco Realty (KIM): Scale, Liquidity, and Momentum
Kimco Realty Corporation ranks among North America’s largest owners of open-air, grocery-anchored shopping centers and mixed-use properties. Its holdings are concentrated in first-ring suburbs of major metros, with tenants focused on essential goods and services. As a large-cap REIT with roughly $16 billion in market capitalization, KIM offers strong liquidity and broad institutional attention. Year-to-date gains have exceeded 20%, outpacing the broader real estate sector over the past year, while the dividend yield stands near 4.4%. The stock has recently traded above its 50-day moving average. Analyst consensus is a Moderate Buy, backed by consistent rental growth and expanding funds from operations. I also checked this using Tickeron’s AI Screener to see how the stock compares to others in the industry.
Phillips Edison (PECO): Defensive Grocery-Anchored Focus
Phillips Edison & Company operates a national portfolio of grocery-anchored neighborhood centers and runs an in-house operating platform. It also manages third-party investments through joint ventures and a private fund. PECO targets well-occupied, necessity-driven properties that support stable cash flows. The stock has moved back toward the upper end of its 52-week range after a quieter period in 2025, with a dividend yield around 3.5%. Ratings lean toward Equal-Weight or Outperform, with several firms lifting price targets. Compared with KIM, PECO has delivered steadier price action and lower volatility, though upside has been more measured.
Urban Edge (UE): Concentrated Urban Markets and Capital Recycling
Urban Edge Properties owns shopping centers and retail assets in dense, high-income urban communities, mainly along the Washington, D.C.-to-Boston corridor. With a market capitalization between roughly $2.4 billion and $2.8 billion, UE is the smallest and most geographically focused of the three. Recent quarters show record leasing, solid rent spreads, high occupancy, and an 11% quarterly dividend increase. The company has actively recycled capital through acquisitions and non-core sales while expanding credit facilities. Price momentum has been positive, but smaller size and higher leverage bring greater volatility than its larger peers.
Head-to-Head Comparison
While all three focus on retail real estate, their profiles vary. KIM provides the most scale and liquidity, supported by a diversified, necessity-based portfolio that backs a higher yield and wider institutional ownership. PECO sits in a defensive middle ground with grocery-anchored assets and stable cash flows, resulting in steadier trading but more modest growth. UE offers a higher-beta, catalyst-driven story tied to urban markets and redevelopment, though it carries greater leverage and concentration risk. All three respond to interest-rate shifts, yet smaller names tend to move more sharply with changes in financing conditions.
Exploring AI-Powered Trading Tools
When assessing relative strength across names like these, I sometimes review Tickeron’s Trending AI Robots to see how automated strategies are performing. It offers a practical way to cross-check fundamental views with data-driven signals without replacing core research.
Disclaimer
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KIM in upward trend: price rose above 50-day moving average on October 22, 2026
KIM moved above its 50-day moving average on October 22, 2026 date and that indicates a change from a downward trend to an upward trend. In 25 of 40 similar past instances, the stock price increased further within the following month. The odds of a continued upward trend are 62%.
Technical Analysis (Indicators)
Bullish Trend Analysis
The Momentum Indicator moved above the 0 level on October 13, 2026. You may want to consider a long position or call options on KIM as a result. In 56 of 94 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are 60%.
The Moving Average Convergence Divergence (MACD) for KIM just turned positive on October 02, 2026. Looking at past instances where KIM's MACD turned positive, the stock continued to rise in 25 of 45 cases over the following month. The odds of a continued upward trend are 56%.
The 10-day moving average for KIM crossed bullishly above the 50-day moving average on October 27, 2026. This indicates that the trend has shifted higher and could be considered a buy signal. In 6 of 11 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are 55%.
Following a +2.66% 3-day Advance, the price is estimated to grow further. Considering data from situations where KIM advanced for three days, in 168 of 303 cases, the price rose further within the following month. The odds of a continued upward trend are 55%.
Bearish Trend Analysis
The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 3 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 14 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.
The 50-day moving average for KIM moved below the 200-day moving average on October 22, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
KIM broke above its upper Bollinger Band on November 02, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.
The Aroon Indicator for KIM entered a downward trend on October 19, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 24 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 29 (best 1 - 100 worst), indicating outstanding price growth. KIM’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Seasonality Score of 50 (best 1 - 100 worst) indicates that the company is fair valued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.
The Tickeron Profit vs. Risk Rating rating for this company is 60 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 60, placing this stock slightly worse than average.
The Tickeron Valuation Rating of 65 (best 1 - 100 worst) indicates that the company is fair valued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (1.633) is normal, around the industry mean (2.795). P/E Ratio (29.058) is within average values for comparable stocks, (35.806). Projected Growth (PEG Ratio) (3.368) is also within normal values, averaging (12.808). Dividend Yield (0.045) settles around the average of (216.960) among similar stocks. P/S Ratio (6.954) is also within normal values, averaging (6.739).
The Tickeron SMR rating for this company is 82 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
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a real estate investment trust
Industry RealEstateInvestmentTrusts
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