| Profitability | 68/100 |
| Growth | 50/100 |
| Momentum | 79/100 |
| Quality | 79/100 |
| Earnings Quality | 69/100 |
| Balance Sheet | 48/100 |
| Value | 60/100 |
| Risk (safety) | 30/100 |
| Overall | 53.5/100 |
| Symbol | IS Score |
|---|---|
| REG | 53 |
| FRT | 60 |
| BRX | 57 |
| ADC | 58 |
| NNN | 45 |
| MAC | 32 |
| KIM | 53 |
Both readings sit above the midpoint — business quality at 53 and price structure at 66 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.
| Trigger | Where it stands now | What it would mean |
|---|---|---|
| IS Score reaches 55 and holds two consecutive quarters | now 53.5 | would move us up one band |
| IS Score stops falling - one quarter higher than the prior | last four: 62 → 57 → 58 → 53 | the direction matters more than the level |
| Technical vote share back above 50% | now 55% | price structure no longer broken |
| Institutional holder count rises two quarters running | peak 699 → now 699 | fewer institutions willing to hold is our clearest warning |
This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.
| Quarter | Holders | 13F shares | Value | Reported own% | Guard |
|---|---|---|---|---|---|
| 2026 Q2 | 699 | 678.7M | $15.6B | 101.1% | ex-outlier 89.9% |
| 2026 Q1 | 659 | 655.2M | $13.3B | 97.6% | |
| 2025 Q4 | 608 | 647.5M | $11.9B | 96.4% | |
| 2025 Q3 | 623 | 643.4M | $12.9B | 95.8% | |
| 2025 Q2 | 611 | 639.5M | $12.4B | 95.2% | |
| 2025 Q1 | 587 | 640.5M | $12.7B | 95.4% | |
| 2024 Q4 | 602 | 629.1M | $13.7B | 93.7% | |
| 2024 Q3 | 555 | 630.8M | $13.6B | 93.9% | |
| 2024 Q2 | 532 | 625.9M | $12.0B | 93.2% | |
| 2024 Q1 | 540 | 624.9M | $12.1B | 93.0% | |
| 2023 Q4 | 523 | 600.2M | $12.7B | 89.4% | |
| 2023 Q3 | 489 | 580.6M | $10.1B | 86.5% |
Why 2026-06 reads 101.07%. Institutions cannot hold more of a company than exists. The reported 678.7M shares exceed the 671.5M outstanding, and a single filer accounts for the excess: BlackRock, Inc. reports 74,783,636 shares against 73,672,463 the prior quarter, a 1x jump, which alone would be 11.1% of the company. Excluding that filing, ownership is 89.9%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.
| Member | Chamber | Trade | Size band | Traded | Disclosed |
|---|---|---|---|---|---|
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2026-09-04 | 2026-10-09 |
| Ro Khanna | House | SELL | $1,001 - $15,000 | 2026-01-29 | 2026-02-10 |
| Ro Khanna | House | BUY | $1,001 - $15,000 | 2023-11-03 | 2023-12-06 |
| Manager | Shares | Value |
|---|---|---|
| Douglas Lane & Associates, Llc | 653,389 | $15M |
| Fjarde Ap-Fonden /Fourth Swedish N | 365,311 | $8M |
| Ifm Investors Pty Ltd | 288,096 | $6M |
| Boston Common Asset Management, Ll | 225,340 | $5M |
| Czech National Bank | 192,734 | $4M |
| Schaper Benz & Wise Investment Cou | 183,294 | $4M |
| Fund | Weight | Position |
|---|---|---|
| VGSLX | 0.8% | $567M |
| VGSNX | 0.8% | $567M |
| VNQ | 0.8% | $567M |
| VITSX | 0.0% | $476M |
| VTSAX | 0.0% | $476M |
| VTI | 0.0% | $476M |
| ATS Venue (4-wk) | Shares | Avg trade |
|---|---|---|
| Incr Intelligent Cross Llc | 4.9M | 91 sh |
| Ubsa Ubs Ats | 3.1M | 93 sh |
| Mstx Ms Trajectory Cross (Ats-1) | 2.8M | 114 sh |
| Ebxl Level Ats | 2.7M | 39 sh |
| Bids Bids Ats | 2.0M | 686 sh |
| Sgmt Sigma X2 | 1.6M | 84 sh |
Moat score 42/100 — Weak; primary source Efficient Scale.
| Officer | Title |
|---|---|
| Conor C. Flynn | Chief Executive Officer |
| Ross Cooper | President, Chief Investment Officer & Director |
| Glenn Gary Cohen | Executive Vice President & Chief Financial Officer |
| David Jamieson | Executive VP, COO & Director |
| Period | EPS est. | EPS actual | EPS surprise | Rev est. ($M) | Rev actual ($M) | Rev surprise |
|---|
| YoY growth | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | +29.0% | +26.6% | +3.2% | +14.2% | +5.1% |
| Gross profit | +32.4% | +26.4% | +2.5% | +14.1% | -16.4% |
| Operating income | +27.6% | +33.3% | +13.0% | -1.5% | +19.6% |
| Net income | -15.7% | -85.1% | +419.4% | -37.2% | +42.2% |
| $B · FY ends | FY21 | FY22 | FY23 | FY24 | FY25 | Trend |
|---|---|---|---|---|---|---|
| Revenue | 1.4 | 1.7 | 1.8 | 2.0 | 2.1 | |
| Cost of revenue | 0.4 | 0.5 | 0.6 | 0.6 | 1.0 | |
| Gross profit | 0.9 | 1.2 | 1.2 | 1.4 | 1.2 | |
| R&D expense | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | |
| SG&A expense | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | |
| Operating income | 0.4 | 0.6 | 0.6 | 0.6 | 0.8 | |
| EBITDA | 1.3 | 1.1 | 1.4 | 1.3 | 1.6 | |
| D&A | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | |
| Pretax income | 0.9 | 0.2 | 0.7 | 0.4 | 0.6 | |
| Income tax | 0.0 | 0.1 | 0.1 | 0.0 | 0.0 | |
| Net income | 0.8 | 0.1 | 0.7 | 0.4 | 0.6 | |
| Diluted EPS ($) | 1.60 | 0.16 | 1.02 | 0.55 | 0.83 | |
| Diluted shares (M) | 511 | 618 | 618 | 672 | 674 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Cash & equivalents | 0.1 | 0.8 | 0.7 | 0.2 | |
| ST investments | 0.6 | 0.3 | 0.0 | 0.0 | |
| Receivables (net) | 0.3 | 0.3 | 0.3 | 0.8 | |
| Total current assets | 1.1 | 1.4 | 1.0 | 1.0 | |
| PP&E (net) | 0.1 | 0.1 | 0.1 | 0.1 | |
| Goodwill + intangibles | 0.0 | 0.0 | 0.4 | 0.0 | |
| Total assets | 17.8 | 18.3 | 20.3 | 19.7 | |
| Accounts payable | 0.2 | 0.2 | 0.3 | 0.0 | |
| Short-term debt | 0.0 | 0.0 | 0.0 | 0.9 | |
| Deferred revenue | 0.0 | 0.0 | 0.0 | 0.0 | |
| Total current liabilities | 0.2 | 0.2 | 0.3 | 0.9 | |
| Long-term debt | 7.2 | 7.6 | 8.5 | 7.3 | |
| Total liabilities | 8.1 | 8.5 | 9.5 | 9.1 | |
| Shareholders' equity | 9.7 | 9.7 | 10.8 | 10.6 |
| $B | FY22 | FY23 | FY24 | FY25 | |
|---|---|---|---|---|---|
| Net income | 0.1 | 0.7 | 0.4 | 0.6 | |
| D&A | 0.5 | 0.5 | 0.6 | 0.6 | |
| Stock-based compensation | 0.0 | 0.0 | 0.0 | 0.0 | |
| Working capital change | 0.0 | 0.0 | (0.0) | (0.0) | |
| Operating cash flow | 0.9 | 1.1 | 1.0 | 1.1 | |
| Capital expenditures | 0.0 | (0.3) | (0.3) | (0.3) | |
| Investing cash flow | (0.1) | (0.1) | (0.3) | (0.4) | |
| Buybacks | (0.0) | (0.0) | 0.0 | (0.1) | |
| Dividends paid | (0.5) | (0.7) | (0.7) | (0.7) | |
| Debt issuance / (repay) | (0.4) | 0.4 | (0.1) | (0.3) | |
| Financing cash flow | (1.0) | (0.3) | (0.8) | (1.2) | |
| Free cash flow | 0.9 | 0.8 | 0.7 | 0.8 |
| Ratio | FY21 | FY22 | FY23 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|
| PROFITABILITY | ||||||
| ROE | 10.9% | 1.3% | 6.9% | 5.6% | 6% | |
| ROA | 5.6% | 0.7% | 3.6% | 2.9% | 3.0% | |
| ROIC | 2.6% | 2.4% | 3.6% | 4.0% | 4.0% | |
| Gross margin | 69.4% | 69.3% | 68.8% | 54.7% | 54.8% | |
| Operating margin | 31.1% | 32.7% | 35.8% | 35.2% | 35.8% | |
| Net margin | 61.9% | 7.3% | 36.7% | 27.3% | 27.7% | |
| EBITDA margin | 98.5% | 61.3% | 78.6% | 75.8% | 71.7% | |
| FCF margin | 45.4% | 49.8% | 45.3% | 38.5% | — | |
| VALUATION | ||||||
| P/E | 14.99 | 89.46 | 18.35 | 23.39 | 25.7 | |
| P/B | 1.28 | 1.18 | 1.26 | 1.31 | 1.5 | |
| P/S | 9.27 | 6.52 | 6.73 | 6.39 | 7.03 | |
| P/FCF | 20.44 | 13.09 | 14.87 | 16.57 | 17.9 | |
| EV/EBITDA | 13.92 | 22.93 | 13.70 | 14.46 | 14.9 | |
| EV/Revenue | 13.71 | 10.30 | 10.44 | 10.32 | 10.7 | |
| Earnings yield | 6.7% | 1.1% | 5.5% | 4.3% | 3.94% | |
| FCF yield | 4.9% | 7.6% | 6.7% | 6.0% | 5.58% | |
| Ratio | FY21 | FY22 | FY23 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|
| LEVERAGE & SOLVENCY | ||||||
| Current ratio | 7.98 | 4.93 | 6.42 | 1.08 | 5.23 | |
| Quick ratio | 7.98 | 4.93 | 6.42 | 1.08 | 5.23 | |
| Debt / equity | 0.77 | 0.76 | 0.81 | 0.83 | 0.85 | |
| Debt / assets | 41.2% | 40.8% | 42.3% | 43.9% | 43.6% | |
| Net debt / EBITDA | 4.51 | 8.41 | 4.87 | 5.52 | 5.12 | |
| Interest coverage | 4.65 | 1.20 | 3.43 | 2.23 | — | |
| Ratio | FY21 | FY22 | FY23 | FY25 | TTM | Trend |
|---|---|---|---|---|---|---|
| EFFICIENCY | ||||||
| Asset turnover | 0.09 | 0.10 | 0.10 | 0.11 | 0.11 | |
| Receivables turnover | 7.54 | 8.45 | 7.63 | 7.05 | 2.8 | |
| DSO (days) | 48 | 43 | 48 | 52 | 131 | |
| DPO (days) | 160 | 147 | 139 | 58 | 105 | |
| Cash conversion cycle | -112 | -104 | -91 | -6 | 26 | |
| GROWTH (YoY) | ||||||
| Revenue growth | 29.0% | 26.6% | 3.2% | 9.0% | — | |
| Net income growth | -15.7% | -85.1% | 419.4% | 52.0% | — | |
| EPS growth | -41.0% | -85.1% | 417.5% | 51.4% | — | |
| FCF growth | 4.9% | 39.1% | -6.3% | 72.3% | — | |
| PER SHARE ($) | ||||||
| EPS (diluted, TTM) | 1.37 | 0.20 | 1.06 | 0.87 | 0.90 | |
| Book value / share | 16.05 | 15.45 | 15.41 | 15.41 | 15.52 | |
| Revenue / share | 2.21 | 2.81 | 2.89 | 3.17 | 3.26 | |
| FCF / share | 1.00 | 1.40 | 1.31 | 1.22 | 1.28 | |
| Cash / share | 2.49 | 1.21 | 1.80 | 0.32 | 1.04 | |
| SHAREHOLDER RETURN & SCORES | ||||||
| Buyback yield | 0.2% | 0.0% | 0.1% | 0.0% | 0.28% | |
| Altman Z-Score | 1.28 | 1.03 | 1.16 | 1.13 | 1.3 | |
| Piotroski F-Score | 4 | 6 | 7 | 5 | 7/9 | |
| Beneish M-Score | -2.02 | -2.50 | -2.59 | 1.23 | -2.95 | |
| Model | Score | Zone | Note |
|---|---|---|---|
| Piotroski F-Score | 7 / 9 | Strong | |
| Altman Z-Score | 1.3 | Distress (<1.81) | Distress |
| Income quality | 7.23 | Cash-backed | OCF ÷ net income |
| Beneish M-Score | -2.95 | Non-manipulator | vs −2.22 threshold |
| DuPont Decomposition (TTM) | Value |
|---|---|
| Tax burden | 1.10 |
| Interest burden | 0.58 |
| Operating margin | 43.5% |
| Asset turnover | 0.11× |
| Financial leverage | 1.92× |
| = ROE | 6% |
| Growth Quality (live) | Value |
|---|---|
| Revenue stability | 0.95 |
| Earnings stability | 0.26 |
| Earnings persistence | 0.96 |
| Revenue CAGR 3y | 7.9% |
| EPS CAGR 3y | 46.3% |
| FCF CAGR 3y | -5.4% |
| Company | Mkt cap | P/E | ROE | Net margin | Rev growth | Piotroski | 1-yr ret |
|---|---|---|---|---|---|---|---|
| REG | $13.4B | 20.7 | 10% | 27.9% | +11.2% | 7/9 | +3.3% |
| FRT | $9.2B | 21.2 | 13% | 25.5% | +8.1% | 8/9 | +8.4% |
| BRX | $8.5B | 19.5 | 14% | 20.8% | +5.8% | 7/9 | +3.1% |
| ADC | $8.3B | 36.0 | 4% | 26.6% | +18.2% | 5/9 | -9.5% |
| NNN | $7.9B | 20.4 | 9% | 40.1% | +6.5% | 6/9 | — |
| MAC | $6.8B | -35.3 | -6% | -10.8% | +1.6% | 6/9 | — |
| KRG | $4.9B | 15.2 | 11% | — | -5.6% | 5/9 | — |
| PECO | $4.9B | 33.2 | 6% | 21.8% | +8.1% | 8/9 | — |
| Consensus estimates | Revenue mean | High / Low | EPS mean | High / Low | # EPS est. |
|---|---|---|---|---|---|
| FY2026 | $2.21B | $2.25B / $2.15B | $0.84 | $0.85 / $0.84 | 7 |
| FY2027 | $2.30B | $2.38B / $2.23B | $0.89 | $0.90 / $0.87 | 7 |
| FY2028 | $2.38B | $2.43B / $2.34B | $0.93 | $0.98 / $0.87 | 5 |
| Window | Avg Target | vs. Price | # Targets |
|---|---|---|---|
| Last Month | $24.50 | +6.9% | 4 |
| Last Quarter | $25.33 | +10.6% | 6 |
| Last Year | $25.49 | +11.3% | 23 |
| All Time | $25.00 | +9.1% | 53 |
| Moving Average | Value | Distance | % Distance | Signal |
|---|---|---|---|---|
| SMA 20 | $22.33 | +0.58 | +2.60% | Above |
| SMA 50 | $23.14 | -0.23 | -0.99% | Below |
| SMA 200 | $23.33 | -0.42 | -1.80% | Below |
| EMA 9 | $22.47 | +0.44 | +1.96% | Above |
| EMA 21 | $22.52 | +0.39 | +1.73% | Above |
| EMA 50 | $23.08 | -0.17 | -0.74% | Below |
| EMA 200 | $23.19 | -0.28 | -1.21% | Below |
| Level | Value | Level | Value |
|---|---|---|---|
| Pivot / R1 / R2 | $22.71 / $22.84 / $23.01 | S1 / S2 | $22.54 / $22.41 |
| Bollinger (20,2) | $21.86 – $22.80 | Squeeze | ON |
| 52-wk range | $19.61 – $26.65 | Off 52-wk high | -14.0% |
| ATR (14) | $0.34 (1.5%) | Historical vol | 12.5% |
| Computed from live weekly prices | KIM | S&P 500 |
|---|---|---|
| Weekly volatility (σ, 1y) | 2.62% | 1.83% |
| Best / worst week (1y) | +5.0% / -5.6% | — |
| Max drawdown (5y, monthly) | -60.2% | — |
| 1-week VaR (95%) | -3.9% | — |
| Beta (5y) | 0.96 | 1.00 |
| Reading | KIM | REIT - Retail n=145 | Real Estate n=2,764 | All US symbols n=70,435 |
|---|---|---|---|---|
| Overall | -6.5 | -26.1 | -28.0 | -20.5 |
| Trend | -44.0 | -40.7 | -37.3 | -21.3 |
| Momentum | +33.0 | +2.7 | -17.0 | -15.8 |
| Volume | +39.7 | -26.2 | -26.6 | -3.8 |
| Executive | Total comp | Structure |
|---|---|---|
| Conor C. Flynn Chief Executive Officer | $11.6M | 90% equity+incentive |
| David Jamieson Executive Vice President and | $3.9M | 82% equity+incentive |
| Ross Cooper President and Chief Investment O | $3.8M | 81% equity+incentive |
| Glenn G. Cohen Executive Vice President and | $3.8M | 81% equity+incentive |
| Milton Cooper Chairman Emeritus | $0.7M | 0% equity+incentive |
| Pillar (live disclosure scores) | Score |
|---|---|
| Environmental | 59 |
| Social | 56 |
| Governance | 62 |
| Composite ESG | 59 |
Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.
| Data domain | Source | Coverage for this report |
|---|---|---|
| Price & volume | market_db.historical_prices | 52 rows |
| Fundamentals | income_statements_annual | 6 rows · 2020 to 2025 |
| Reported vs consensus | fact/earnings_calendar | 24 rows · 2020-11-05 to 2026-08-04 |
| Analyst estimates | dim/forward_estimates | 3 rows · 2026-12-31 to 2028-12-31 |
| Institutional ownership (13F) | holdings_db.institutional_ownership_summary | 113 rows · 1998 to 2026 |
| Insider transactions (Form 4) | edgar/form4 | not present for this symbol |
| Proposed sales (Form 144) | edgar/form144 | not present for this symbol |
| Beneficial ownership (13D/G) | edgar/13dg | not present for this symbol |
| Short-sale volume (FINRA) | edgar/short_volume_daily | 60 rows · 2026-07-23 to 2026-10-15 |
| Dark pool (ATS, tier 1) | edgar/darkpool_weekly | 12 rows · 2026-06-15 to 2026-08-31 |
| ETF & fund holding | etf_holdings_changelog (30d) | 1 record |
| Peer set | stock_peers_dynamic | 8 rows |
| Industry medians | industry_medians | 1 record |
| Congressional trades | congress_db (House + Senate) | 1 record |
| ESG | fact/esg_disclosures | 1 record |
Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.
Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.