Pensionfund Sabic bought a new position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 61,500 shares of the pipeline company’s stock, valued at approximately $1,691,000.
Several other hedge funds have also modified their holdings of KMI. Brighton Jones LLC bought a new position in Kinder Morgan in the 4th quarter valued at $308,000. Schnieders Capital Management LLC. raised its position in shares of Kinder Morgan by 11.4% during the second quarter. Schnieders Capital Management LLC. now owns 69,444 shares of the pipeline company’s stock worth $2,042,000 after acquiring an additional 7,081 shares during the last quarter. Franklin Resources Inc. lifted its stake in shares of Kinder Morgan by 48.6% during the second quarter. Franklin Resources Inc. now owns 2,140,978 shares of the pipeline company’s stock valued at $62,945,000 after acquiring an additional 700,695 shares during the period. AlphaCore Capital LLC bought a new position in Kinder Morgan in the second quarter valued at about $175,000. Finally, American Century Companies Inc. boosted its holdings in Kinder Morgan by 0.8% in the second quarter. American Century Companies Inc. now owns 378,641 shares of the pipeline company’s stock valued at $11,132,000 after acquiring an additional 3,155 shares during the last quarter. 62.52% of the stock is owned by institutional investors.
Key Headlines Impacting Kinder Morgan
Here are the key news stories impacting Kinder Morgan this week:
- Positive Sentiment: US Capital Advisors raised multiple near‑term and full‑year EPS forecasts (Q1–Q4 2026 and FY2026 to $1.34) and issued longer‑run estimates (including FY2028). The upward revisions imply stronger-than-expected outlook for pipeline volumes and cash flow, supporting the rally. MarketBeat KMI coverage
- Positive Sentiment: Jefferies raised its price target to $36 (maintaining a Hold). A higher target from a major shop can encourage traction toward the new level. Benzinga: Jefferies PT raise
- Positive Sentiment: KMI is repeatedly highlighted in “large energy dividend stocks” lists (Yahoo/Zacks), reinforcing demand from income‑seeking and defensive energy investors given Kinder Morgan’s yield and stable fee‑based cash flows. Zacks dividend stocks
- Positive Sentiment: Market consensus remains constructive — analysts’ aggregate view is a “Moderate Buy,” which supports investor confidence in shares. AmericanBankingNews consensus
- Neutral Sentiment: Truist initiated coverage with a Hold and a $38 price target — the PT is above the current price (positive signal) but the Hold stance tempers near‑term upside expectations. Investing.com Truist initiation
- Neutral Sentiment: Valuation/technical pieces are mixed: some note strong multi‑year and YTD gains, prompting debate whether current price (~$34) already reflects improved fundamentals. These discussions can limit momentum if investors view upside as priced in. Yahoo valuation piece
- Neutral Sentiment: Recent coverage and market commentary note KMI has outpaced broader market recently, which supports flows but also raises sensitivity to short‑term profit‑taking. Yahoo: outpaces market
Kinder Morgan Stock Performance
Kinder Morgan (NYSE:KMI – Get Free Report) last issued its quarterly earnings data on Wednesday, January 21st. The pipeline company reported $0.39 EPS for the quarter, topping analysts’ consensus estimates of $0.37 by $0.02. The business had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The firm’s quarterly revenue was up 13.1% on a year-over-year basis. During the same period last year, the business posted $0.30 earnings per share. On average, analysts forecast that Kinder Morgan, Inc. will post 1.25 EPS for the current fiscal year.
Kinder Morgan Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 2nd were issued a dividend of $0.2925 per share. This represents a $1.17 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date was Monday, February 2nd. Kinder Morgan’s dividend payout ratio is 85.40%.
Analyst Upgrades and Downgrades
KMI has been the subject of several recent research reports. UBS Group reissued a “buy” rating and set a $38.00 price objective on shares of Kinder Morgan in a report on Friday, December 12th. Mizuho lifted their price target on shares of Kinder Morgan from $31.00 to $37.00 and gave the stock an “outperform” rating in a research report on Thursday, March 5th. Truist Financial initiated coverage on shares of Kinder Morgan in a research note on Tuesday. They set a “hold” rating and a $38.00 price target for the company. Royal Bank Of Canada increased their price objective on shares of Kinder Morgan from $30.00 to $32.00 and gave the company a “sector perform” rating in a report on Friday, February 27th. Finally, Scotiabank raised their price objective on shares of Kinder Morgan from $30.00 to $31.00 and gave the company a “sector perform” rating in a research note on Tuesday, March 17th. Eight analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $34.14.
Get Our Latest Stock Report on Kinder Morgan
Insider Transactions at Kinder Morgan
In other news, VP Anthony B. Ashley sold 8,000 shares of the business’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total value of $255,600.00. Following the sale, the vice president directly owned 100,146 shares in the company, valued at $3,199,664.70. The trade was a 7.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, VP Michael P. Garthwaite sold 1,550 shares of the company’s 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 transaction, the vice president directly owned 46,393 shares of the company’s stock, valued at $1,544,886.90. This represents a 3.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 48,048 shares of company stock worth $1,469,863. 12.73% of the stock is currently owned by company insiders.
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.
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