US Capital Advisors Comments on Kinder Morgan Q1 Earnings

Kinder Morgan, Inc. (NYSE:KMI) – Stock analysts at US Capital Advisors increased their Q1 2026 earnings per share (EPS) estimates for shares of Kinder Morgan in a research report issued to clients and investors on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will earn $0.35 per share for the quarter, up from their previous forecast of $0.34. The consensus estimate for Kinder Morgan’s current full-year earnings is $1.25 per share. US Capital Advisors also issued estimates for Kinder Morgan’s Q2 2026 earnings at $0.31 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.37 EPS, FY2026 earnings at $1.34 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.31 EPS, Q3 2027 earnings at $0.32 EPS and Q4 2027 earnings at $0.37 EPS.

A number of other analysts have also weighed in on KMI. Royal Bank Of Canada raised their target price on Kinder Morgan from $30.00 to $32.00 and gave the stock a “sector perform” rating in a research note on Friday, February 27th. Stifel Nicolaus upped their price target on Kinder Morgan from $30.00 to $33.00 and gave the company a “hold” rating in a research report on Friday, March 13th. Barclays reiterated an “overweight” rating on shares of Kinder Morgan in a report on Friday, February 20th. Mizuho boosted their target price on Kinder Morgan from $31.00 to $37.00 and gave the company an “outperform” rating in a research note on Thursday, March 5th. Finally, Freedom Capital upgraded Kinder Morgan from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 28th. Eight analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $33.46.

Kinder Morgan Price Performance

KMI stock opened at $33.71 on Tuesday. The stock has a market capitalization of $74.99 billion, a price-to-earnings ratio of 24.60, a PEG ratio of 3.03 and a beta of 0.68. The firm’s 50-day moving average price is $31.45 and its two-hundred day moving average price is $28.65. The company has a current ratio of 0.64, a quick ratio of 0.50 and a debt-to-equity ratio of 0.95. Kinder Morgan has a 12-month low of $23.94 and a 12-month high of $34.24.

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, topping the consensus estimate of $0.37 by $0.02. The firm had revenue of $4.51 billion for the quarter, compared to analysts’ expectations of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The business’s revenue was up 13.1% on a year-over-year basis. During the same quarter last year, the business earned $0.30 earnings per share.

Institutional Investors Weigh In On Kinder Morgan

Institutional investors have recently modified their holdings of the business. Board of the Pension Protection Fund purchased a new stake in shares of Kinder Morgan in the fourth quarter valued at approximately $27,000. Commonwealth Retirement Investments LLC acquired a new position in Kinder Morgan during the 4th quarter worth about $27,000. Acumen Wealth Advisors LLC purchased a new position in Kinder Morgan during the 4th quarter valued at about $28,000. Dorato Capital Management acquired a new position in Kinder Morgan in the 4th quarter valued at about $30,000. Finally, Basepoint Wealth LLC acquired a new stake in shares of Kinder Morgan during the fourth quarter worth about $30,000. 62.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In related news, Director William A. Smith bought 3,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was bought at an average cost of $29.75 per share, for a total transaction of $89,250.00. Following the purchase, the director directly owned 31,087 shares of the company’s stock, valued at approximately $924,838.25. This trade represents a 10.68% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, VP Michael P. Garthwaite sold 1,550 shares of Kinder Morgan stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $33.30, for a total value of $51,615.00. Following the sale, the vice president directly owned 46,393 shares of the company’s stock, valued at approximately $1,544,886.90. This represents a 3.23% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 48,048 shares of company stock worth $1,469,863 over the last quarter. Company insiders own 12.73% of the company’s stock.

Kinder Morgan Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd were given 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 dividend payout ratio (DPR) is presently 85.40%.

More Kinder Morgan News

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

• Positive Sentiment: US Capital Advisors raised multiple KMI earnings estimates — they bumped FY2026 to $1.34 (from $1.28) and lifted several quarterly forecasts (Q1–Q4/Q1–Q4 2026–27 revisions). Higher analyst modeled earnings and the analyst upward revisions are a direct positive catalyst for the stock. US Capital Advisors estimate revisions
• Positive Sentiment: Shares outpaced the market in the latest session, reflecting investor reaction to the estimate upgrades and sector momentum. KMI Outpaces Stock Market Gains
• Neutral Sentiment: Truist initiated coverage on KMI with a “hold” rating — this is neutral for near‑term upside since it neither endorses a buy nor signals a downgrade. Investors may view the initiation as neither supportive nor punitive. Truist initiates coverage with hold
• Neutral Sentiment: Macro/sector context: commentary on oil price volatility tied to the Iran conflict raises the chance of higher crude and pipeline throughput — a potential tailwind but dependent on geopolitical outcomes. Energy stock strategies amid Iran conflict
• Neutral Sentiment: Peer news: Hess Midstream’s relative‑strength rating lift underscores sector strength, which can indirectly support KMI but is not company‑specific. Hess Midstream RS rating lift

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.