Grantham Mayo Van Otterloo & Co. LLC Boosts Holdings in Kinder Morgan, Inc. $KMI

Grantham Mayo Van Otterloo & Co. LLC boosted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 47.8% during the 3rd quarter, Holdings Channel.com reports. The firm owned 474,888 shares of the pipeline company’s stock after purchasing an additional 153,564 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Kinder Morgan were worth $13,444,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Golden State Equity Partners boosted its stake in shares of Kinder Morgan by 2.2% in the third quarter. Golden State Equity Partners now owns 17,131 shares of the pipeline company’s stock worth $485,000 after buying an additional 368 shares during the last quarter. Fiduciary Financial Group LLC raised its position in Kinder Morgan by 2.6% during the third quarter. Fiduciary Financial Group LLC now owns 15,439 shares of the pipeline company’s stock valued at $437,000 after acquiring an additional 392 shares in the last quarter. MBM Wealth Consultants LLC raised its position in Kinder Morgan by 2.8% during the second quarter. MBM Wealth Consultants LLC now owns 14,462 shares of the pipeline company’s stock valued at $425,000 after acquiring an additional 393 shares in the last quarter. L2 Asset Management LLC lifted its holdings in Kinder Morgan by 4.8% in the second quarter. L2 Asset Management LLC now owns 8,689 shares of the pipeline company’s stock valued at $255,000 after acquiring an additional 401 shares during the period. Finally, Tradewinds Capital Management LLC boosted its position in Kinder Morgan by 11.1% in the 3rd quarter. Tradewinds Capital Management LLC now owns 4,013 shares of the pipeline company’s stock worth $114,000 after purchasing an additional 401 shares in the last quarter. Institutional investors and hedge funds own 62.52% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the stock. Morgan Stanley raised their price objective on shares of Kinder Morgan from $34.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 3rd. Mizuho increased their price target on shares of Kinder Morgan from $31.00 to $37.00 and gave the stock an “outperform” rating in a report on Thursday. Barclays restated an “overweight” rating on shares of Kinder Morgan in a research report on Friday, February 20th. TD Cowen lifted their price objective on shares of Kinder Morgan from $34.00 to $35.00 and gave the company a “buy” rating in a report on Thursday, January 22nd. Finally, UBS Group reiterated a “buy” rating and issued a $38.00 price objective on shares of Kinder Morgan in a research report on Friday, December 12th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. Based on data from MarketBeat, Kinder Morgan has an average rating of “Moderate Buy” and an average price target of $33.08.

Kinder Morgan Stock Up 0.6%

KMI opened at $33.59 on Monday. The company has a market cap of $74.73 billion, a PE ratio of 24.52, a price-to-earnings-growth ratio of 3.09 and a beta of 0.68. Kinder Morgan, Inc. has a twelve month low of $23.94 and a twelve month high of $34.24. The company has a 50-day moving average price of $30.16 and a 200 day moving average price of $28.15. The company has a quick ratio of 0.50, a current ratio of 0.64 and a debt-to-equity ratio of 0.95.

Kinder Morgan (NYSE:KMI) last posted its quarterly earnings data on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.02. Kinder Morgan had a return on equity of 9.02% and a net margin of 18.04%.The company had revenue of $4.51 billion for the quarter, compared to analysts’ expectations of $4.33 billion. During the same period in the previous year, the firm posted $0.30 EPS. Kinder Morgan’s revenue was up 13.1% compared to the same quarter last year. Sell-side analysts expect that Kinder Morgan, Inc. will post 1.25 earnings per share for the current fiscal year.

Kinder Morgan Announces Dividend

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

Insider Transactions at Kinder Morgan

In other news, VP John W. Schlosser sold 6,166 shares of the stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $33.67, for a total value of $207,609.22. Following the completion of the sale, the vice president directly owned 188,872 shares in the company, valued at $6,359,320.24. This represents a 3.16% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Anthony B. Ashley sold 8,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total transaction of $255,600.00. Following the completion of the transaction, the vice president directly owned 100,146 shares in the company, valued at approximately $3,199,664.70. This represents a 7.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 46,498 shares of company stock valued at $1,418,248 over the last ninety days. Company insiders own 12.73% of the company’s stock.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: Several sell‑side firms raised targets or forecasts this week (Mizuho raised its target to $37 and issued an outperform; Morgan Stanley and RBC also boosted targets), adding analyst momentum that can attract buyer interest. Read More. Read More.
• Positive Sentiment: Sector coverage is favoring midstream names as defensive, fee‑based income plays amid oil volatility and geopolitical risk; KMI is repeatedly cited as a buy for yield and stability, which can draw dividend-focused flows. Read More. Read More.
• Positive Sentiment: KMI expanded its post‑FID natural gas project backlog to roughly $10 billion (adding about $900M), signaling visible fee‑based projects tied to LNG and power demand that support future cash flows. Read More.
• Positive Sentiment: The company recently paid its quarterly dividend (annualized ~$1.17, ~3.5% yield), reinforcing the income story that attracts yield‑seeking investors. Read More.
• Neutral Sentiment: While backlog expansion is positive, some coverage highlights fair‑value and cash‑flow scrutiny—investors may wait for clearer project execution and returns before assigning more valuation upside. Read More.
• Negative Sentiment: Insider selling: VP John W. Schlosser sold 6,166 shares at ≈$33.67 on March 5. The sale is modest versus his total holdings but can be perceived negatively by some investors. Read More.
• Negative Sentiment: MarketWatch noted KMI underperformed peers on Thursday, a reminder that sector rotation and near‑term relative weakness can drag the share price even amid constructive company headlines. Read More.

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.