SFE Investment Counsel Increases Stock Position in Kinder Morgan, Inc. $KMI

SFE Investment Counsel lifted its holdings in Kinder Morgan, Inc. (NYSE:KMI) by 18.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 150,285 shares of the pipeline company’s stock after buying an additional 23,630 shares during the quarter. SFE Investment Counsel’s holdings in Kinder Morgan were worth $4,131,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Board of the Pension Protection Fund bought a new stake in shares of Kinder Morgan in the 4th quarter worth approximately $27,000. Dorato Capital Management bought a new position in Kinder Morgan during the 4th quarter valued at approximately $30,000. Strategic Advocates LLC bought a new stake in Kinder Morgan in the third quarter worth $32,000. Torren Management LLC bought a new stake in Kinder Morgan in the fourth quarter worth $32,000. Finally, Lodestone Wealth Management LLC bought a new position in shares of Kinder Morgan during the fourth quarter valued at $33,000. 62.52% of the stock is owned by hedge funds and other institutional investors.

Kinder Morgan Stock Performance

KMI stock opened at $32.82 on Thursday. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.52 and a quick ratio of 0.41. Kinder Morgan, Inc. has a 1 year low of $25.60 and a 1 year high of $34.73. The company has a market cap of $73.01 billion, a P/E ratio of 22.02, a price-to-earnings-growth ratio of 2.78 and a beta of 0.56. The stock’s fifty day moving average price is $32.74 and its 200-day moving average price is $29.87.

Kinder Morgan (NYSE:KMI) last posted its earnings results on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.10. The company had revenue of $4.83 billion for the quarter, compared to the consensus estimate of $4.55 billion. Kinder Morgan had a return on equity of 9.90% and a net margin of 18.92%.Kinder Morgan’s revenue was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.34 earnings per share. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. On average, equities analysts forecast that Kinder Morgan, Inc. will post 1.49 earnings per share for the current year.

Kinder Morgan Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Monday, May 4th will be issued a $0.2975 dividend. The ex-dividend date of this dividend is Monday, May 4th. This is a positive change from Kinder Morgan’s previous quarterly dividend of $0.29. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.6%. Kinder Morgan’s payout ratio is 79.87%.

Key Kinder Morgan News

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

• Positive Sentiment: KMI was named to Zacks’ Rank #1 (Strong Buy) income stocks list, which can support buying interest from investors looking for higher-yield names with favorable momentum. Best Income Stocks to Buy for May 13th
• Positive Sentiment: Analyst coverage remains supportive, with Kinder Morgan receiving a consensus “Moderate Buy” rating, reinforcing the view that the company’s cash-flow profile and pipeline assets remain attractive. Kinder Morgan, Inc. (NYSE:KMI) Receives Consensus Rating of “Moderate Buy” from Analysts
• Positive Sentiment: Market chatter around “new targets and project backlogs” suggests improving visibility on future growth, which is typically a bullish driver for a pipeline operator like Kinder Morgan. How The Kinder Morgan (KMI) Story Is Shifting With New Targets And Project Backlogs
• Neutral Sentiment: KMI has also been showing up on stock-watch lists and “most searched” screens, which indicates elevated trading interest but does not by itself change the fundamentals. Kinder Morgan, Inc. (KMI) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent headlines note that the shares bounced after several losing sessions, which may reflect a short-term technical rebound rather than a major fundamental shift. Kinder Morgan jumps 3% after six straight sessions of losses

Wall Street Analyst Weigh In

A number of equities analysts recently issued reports on the stock. Stifel Nicolaus upped their price target on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a “hold” rating in a research note on Friday, March 13th. Royal Bank Of Canada lifted their target price on shares of Kinder Morgan from $32.00 to $35.00 and gave the stock a “sector perform” rating in a report on Monday, March 30th. Weiss Ratings upgraded shares of Kinder Morgan from a “buy (b)” rating to a “buy (a-)” rating in a research note on Monday, May 4th. Zacks Research raised shares of Kinder Morgan from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 28th. Finally, Scotiabank upped their price objective on Kinder Morgan from $31.00 to $32.00 and gave the company a “sector perform” rating in a research report on Thursday, March 26th. Two equities research analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $34.20.

Insider Activity at Kinder Morgan

In other Kinder Morgan news, VP Anthony B. Ashley sold 8,000 shares of the company’s stock in a transaction that occurred 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 directly owned 100,146 shares of the company’s stock, valued at approximately $3,199,664.70. This represents a 7.40% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction that occurred on Thursday, April 16th. The stock was sold at an average price of $31.72, for a total transaction of $49,166.00. Following the completion of the transaction, the vice president owned 44,843 shares in the company, valued at $1,422,419.96. The trade was a 3.34% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 29,598 shares of company stock worth $966,877. 12.72% of the stock is owned by company insiders.

Kinder Morgan 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.