Groupama Asset Managment Trims Holdings in Kinder Morgan, Inc. $KMI

Groupama Asset Managment decreased its position in shares of Kinder Morgan, Inc. (NYSE:KMI) by 29.8% during the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 60,778 shares of the pipeline company’s stock after selling 25,762 shares during the period. Groupama Asset Managment’s holdings in Kinder Morgan were worth $2,038,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Benjamin Edwards Inc. raised its holdings in Kinder Morgan by 14.4% during the fourth quarter. Benjamin Edwards Inc. now owns 467,434 shares of the pipeline company’s stock valued at $12,849,000 after acquiring an additional 59,013 shares during the period. Partners Group Holding AG boosted its stake in shares of Kinder Morgan by 45.0% in the fourth quarter. Partners Group Holding AG now owns 291,741 shares of the pipeline company’s stock worth $8,020,000 after acquiring an additional 90,593 shares during the period. Generali Asset Management SPA SGR boosted its stake in shares of Kinder Morgan by 47.4% in the fourth quarter. Generali Asset Management SPA SGR now owns 156,764 shares of the pipeline company’s stock worth $4,309,000 after acquiring an additional 50,403 shares during the period. GSA Capital Partners LLP grew its position in shares of Kinder Morgan by 152.2% during the fourth quarter. GSA Capital Partners LLP now owns 54,683 shares of the pipeline company’s stock worth $1,503,000 after purchasing an additional 32,998 shares in the last quarter. Finally, Asset Advisors Investment Management LLC purchased a new stake in shares of Kinder Morgan during the fourth quarter worth about $2,626,000. Hedge funds and other institutional investors own 62.52% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts recently commented on KMI shares. Jefferies Financial Group reissued a “hold” rating on shares of Kinder Morgan in a report on Thursday, July 23rd. UBS Group reaffirmed a “buy” rating and set a $43.00 price objective on shares of Kinder Morgan in a report on Monday, June 15th. Wolfe Research cut shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. Wells Fargo & Company boosted their target price on shares of Kinder Morgan from $35.00 to $36.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Finally, Zacks Research lowered shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. Eight equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to MarketBeat, Kinder Morgan presently has a consensus rating of “Hold” and an average target price of $35.50.

Insiders Place Their Bets

In related news, VP John W. Schlosser sold 6,166 shares of the business’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $32.41, for a total value of $199,840.06. Following the sale, the vice president owned 176,540 shares in the company, valued at approximately $5,721,661.40. The trade was a 3.37% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Michael P. Garthwaite sold 1,550 shares of the company’s stock in a transaction on Tuesday, June 16th. The shares were sold at an average price of $31.44, for a total transaction of $48,732.00. Following the sale, the vice president directly owned 41,743 shares in the company, valued at approximately $1,312,399.92. The trade was a 3.58% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 21,598 shares of company stock valued at $693,689. 12.72% of the stock is currently owned by insiders.

Kinder Morgan Trading Up 1.7%

Shares of KMI stock opened at $32.20 on Friday. The company has a current ratio of 0.46, a quick ratio of 0.41 and a debt-to-equity ratio of 0.91. The stock has a market capitalization of $71.71 billion, a price-to-earnings ratio of 20.64, a price-to-earnings-growth ratio of 2.60 and a beta of 0.54. Kinder Morgan, Inc. has a 12-month low of $25.60 and a 12-month high of $34.81. The stock’s 50-day moving average price is $32.06 and its 200-day moving average price is $31.99.

Kinder Morgan (NYSE:KMI) last announced its quarterly earnings results on Wednesday, July 22nd. The pipeline company reported $0.37 EPS for the quarter, beating analysts’ consensus estimates of $0.31 by $0.06. Kinder Morgan had a return on equity of 10.46% and a net margin of 19.31%.The company had revenue of $4.48 billion during the quarter, compared to analyst estimates of $4.22 billion. During the same period in the prior year, the company earned $0.28 earnings per share. The firm’s revenue was up 10.8% on a year-over-year basis. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Equities research analysts predict that Kinder Morgan, Inc. will post 1.54 EPS for the current fiscal year.

Kinder Morgan Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Monday, August 3rd will be issued a $0.2975 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.7%. Kinder Morgan’s dividend payout ratio (DPR) is 76.28%.

Kinder Morgan News Roundup

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

• Positive Sentiment: Analyst raises strengthen the earnings outlook. US Capital Advisors increased its FY2026 EPS estimate to $1.52 from $1.44, matching consensus, and raised its estimates for Q4 2026, Q1–Q4 2027, and FY2028. The firm’s FY2028 forecast rose to $1.50 from $1.45, suggesting improved expectations for Kinder Morgan’s cash-generating pipeline operations. US Capital Advisors estimate revisions
• Positive Sentiment: Dividend appeal remains a focus for income investors. Fresh attention on Kinder Morgan’s dividend may support demand for the stock, particularly because pipeline companies are often valued for recurring cash flow and shareholder distributions. Kinder Morgan dividend article
• Neutral Sentiment: Valuation and estimates provide context. Kinder Morgan’s latest reported quarter produced $0.37 in EPS, above the $0.31 analyst consensus, with revenue up 10.8% year over year. However, the stock trades at roughly 20.6 times earnings, and some longer-term estimates remain below the broader consensus, which could limit further upside unless execution continues to improve.

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.