Kinder Morgan, Inc. (NYSE:KMI) Receives Average Recommendation of “Moderate Buy” from Analysts

Shares of Kinder Morgan, Inc. (NYSE:KMI) have been given a consensus rating of “Moderate Buy” by the fifteen analysts that are presently covering the stock, Marketbeat Ratings reports. Seven investment analysts have rated the stock with a hold recommendation and eight have issued a buy recommendation on the company. The average twelve-month target price among brokers that have updated their coverage on the stock in the last year is $33.0769.

A number of equities analysts have issued reports on KMI shares. Jefferies Financial Group raised their price objective on shares of Kinder Morgan from $29.00 to $31.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. Freedom Capital upgraded Kinder Morgan from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 28th. Barclays reiterated an “overweight” rating on shares of Kinder Morgan in a report on Friday, February 20th. Mizuho raised their target price on Kinder Morgan from $31.00 to $37.00 and gave the stock an “outperform” rating in a report on Thursday. Finally, Scotiabank boosted their target price on Kinder Morgan from $29.00 to $30.00 and gave the stock a “sector perform” rating in a research report on Friday, January 23rd.

Key Kinder Morgan News

Here are the key news stories impacting Kinder Morgan this week:

• Positive Sentiment: KMI expanded its post‑FID natural gas project backlog to roughly US$10 billion, adding about US$900 million of new projects aimed at LNG exports and power demand from data centers — the company emphasizes fee‑based, contract‑backed economics that support long‑term cash flow visibility. Kinder Morgan’s US$10b Backlog Meets Fair Value And Cash Flow Questions
• Positive Sentiment: Recent quarterly results beat expectations (revenue ~$4.51B; EPS $0.39), which underpins the company’s cash generation argument and supports dividend/dividend‑yield narratives investors care about. How Investors May Respond To Kinder Morgan (KMI) Expanding Its US$10 Billion Natural Gas Project Backlog
• Positive Sentiment: Analysts have been lifting targets: Mizuho raised its KMI target to $37 with an outperform, and Morgan Stanley/Mid‑tier shops have nudged targets higher (examples noted in coverage), signaling greater upside in some research models. Benzinga note on Mizuho upgrade Morgan Stanley target boost
• Neutral Sentiment: Options and trading activity have surged, indicating elevated short‑term interest and positioning that can amplify intraday moves but is not a fundamental change. Options volume surge
• Neutral Sentiment: The larger backlog also prompted questions about fair value and timing of cash flows for some investors — growth is meaningful but lumpy and pre‑FID projects still carry execution/timing risk. Backlog valuation/cash flow questions
• Negative Sentiment: A MarketWatch note flagged that KMI underperformed peers on the day, reflecting relative weakness vs. the group despite the backlog and analyst target moves — that relative underperformance helps explain downward pressure. MarketWatch underperformance note

Kinder Morgan Price Performance

Shares of KMI stock opened at $33.42 on Friday. The firm has a market cap of $74.35 billion, a price-to-earnings ratio of 24.39, a PEG ratio of 2.74 and a beta of 0.68. Kinder Morgan has a 12 month low of $23.94 and a 12 month high of $34.24. The company has a quick ratio of 0.50, a current ratio of 0.64 and a debt-to-equity ratio of 0.95. The stock has a 50-day moving average price of $30.03 and a 200 day moving average price of $28.08.

Kinder Morgan (NYSE:KMI) last issued its earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.37 by $0.02. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. During the same quarter last year, the firm earned $0.30 EPS. The company’s revenue for the quarter was up 13.1% on a year-over-year basis. Research analysts expect that Kinder Morgan will post 1.25 EPS for the current year.

Kinder Morgan Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 2nd were paid a $0.2925 dividend. This represents a $1.17 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Monday, February 2nd. Kinder Morgan’s dividend payout ratio is presently 85.40%.

Insider Activity

In other news, Director William A. Smith purchased 3,000 shares of Kinder Morgan stock in a transaction dated Monday, February 2nd. The shares were bought at an average cost of $29.75 per share, with a total value of $89,250.00. Following the completion of the transaction, the director directly owned 31,087 shares in the company, valued at $924,838.25. This trade represents a 10.68% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Anthony B. Ashley sold 8,000 shares of the company’s stock in a transaction on Tuesday, February 17th. The shares were sold at an average price of $31.95, for a total transaction of $255,600.00. Following the completion of the sale, the vice president owned 100,146 shares of the company’s stock, valued at approximately $3,199,664.70. This represents a 7.40% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 46,498 shares of company stock valued at $1,418,248. 12.73% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Kinder Morgan

Several institutional investors have recently modified their holdings of the business. Davis Capital Management acquired a new stake in shares of Kinder Morgan in the third quarter valued at approximately $1,426,000. Providence Capital Advisors LLC bought a new position in Kinder Morgan in the third quarter valued at $2,674,000. Meixler Investment Management Ltd. bought a new position in Kinder Morgan in the third quarter valued at $1,882,000. Vise Technologies Inc. acquired a new stake in Kinder Morgan in the 2nd quarter valued at $1,713,000. Finally, Carnegie Investment Counsel lifted its position in Kinder Morgan by 9.8% during the 3rd quarter. Carnegie Investment Counsel now owns 755,295 shares of the pipeline company’s stock worth $21,382,000 after buying an additional 67,274 shares in the last quarter. Institutional investors own 62.52% of the company’s stock.

Kinder Morgan Company Profile

Kinder Morgan (NYSE: KMI) is a large energy infrastructure company that owns and operates an extensive network of pipelines and terminals across North America. Its core activities center on the transportation, storage and handling of energy products, including natural gas, natural gas liquids (NGLs), crude oil, refined petroleum products and carbon dioxide. The company’s assets include long-haul and gathering pipelines, storage facilities, and multi-modal terminals that serve producers, refiners, utilities and industrial customers.

Kinder Morgan’s operations deliver midstream services such as pipeline transportation, terminaling, storage and related logistics and maintenance.