44,600 Shares in Kinder Morgan, Inc. $KMI Acquired by SCP Investment LP

SCP Investment LP purchased a new stake in Kinder Morgan, Inc. (NYSE:KMI) during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 44,600 shares of the pipeline company’s stock, valued at approximately $1,226,000. Kinder Morgan accounts for about 1.0% of SCP Investment LP’s holdings, making the stock its 26th largest holding.

Other institutional investors also recently bought and sold shares of the company. Camden National Bank increased its position in shares of Kinder Morgan by 0.6% in the fourth quarter. Camden National Bank now owns 325,538 shares of the pipeline company’s stock worth $8,949,000 after acquiring an additional 2,100 shares in the last quarter. Fielder Capital Group LLC acquired a new position in shares of Kinder Morgan during the 4th quarter valued at $250,000. Vantus Wealth LLC acquired a new position in shares of Kinder Morgan during the 4th quarter valued at $219,000. New Mexico Educational Retirement Board boosted its position in Kinder Morgan by 3.2% during the 4th quarter. New Mexico Educational Retirement Board now owns 90,180 shares of the pipeline company’s stock worth $2,479,000 after purchasing an additional 2,800 shares during the period. Finally, SCS Capital Management LLC increased its holdings in Kinder Morgan by 11.7% in the 4th quarter. SCS Capital Management LLC now owns 12,300 shares of the pipeline company’s stock valued at $338,000 after purchasing an additional 1,284 shares in the last quarter. 62.52% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research analysts have commented on KMI shares. Wolfe Research lowered Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. Scotiabank increased their target price on Kinder Morgan from $31.00 to $32.00 and gave the company a “sector perform” rating in a research note on Thursday, March 26th. Barclays reiterated an “overweight” rating on shares of Kinder Morgan in a report on Friday, February 20th. Wells Fargo & Company boosted their price target on Kinder Morgan from $34.00 to $35.00 and gave the stock an “overweight” rating in a research report on Friday, March 13th. Finally, Stifel Nicolaus upped their price target on Kinder Morgan from $30.00 to $33.00 and gave the stock a “hold” rating in a report on Friday, March 13th. Two equities research analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, Kinder Morgan has an average rating of “Moderate Buy” and an average target price of $34.20.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: US Capital Advisors nudged up its earnings estimates for Kinder Morgan, signaling slightly better profit expectations for 2026 and 2028. US Capital Advisors estimate raise
• Positive Sentiment: Multiple reports highlighted Kinder Morgan as potentially benefiting from stronger gas demand, including higher LNG exports and power needs from data centers, with U.S. gas demand projected to rise materially over the next several years. Rising gas demand article
• Positive Sentiment: Analysts also pointed to Kinder Morgan’s large project backlog and take-or-pay contract structure, which can provide more predictable cash flow and support the stock’s valuation case. Undervaluation article
• Neutral Sentiment: Recent coverage largely repeated the same upbeat narrative, noting that Kinder Morgan has been outperforming the broader market and trading above recent support levels, but without any major new company-specific announcement. Beats stock market upswing article
• Negative Sentiment: No clear negative catalyst appeared in the latest headlines, but the stock still faces the usual risks around energy demand, regulatory conditions, and execution on large infrastructure projects.

Kinder Morgan Stock Performance

NYSE:KMI opened at $31.42 on Wednesday. The firm has a 50-day moving average of $32.65 and a two-hundred day moving average of $30.49. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.52 and a quick ratio of 0.41. The stock has a market cap of $69.90 billion, a P/E ratio of 21.09, a PEG ratio of 2.57 and a beta of 0.54. Kinder Morgan, Inc. has a 1-year low of $25.60 and a 1-year high of $34.81.

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

Kinder Morgan Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were given a $0.2975 dividend. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, May 4th. This is a positive change from Kinder Morgan’s previous quarterly dividend of $0.29. Kinder Morgan’s dividend payout ratio is currently 79.87%.

Insider Activity at Kinder Morgan

In related news, VP John W. Schlosser sold 6,166 shares of Kinder Morgan stock in a transaction on Monday, April 6th. The shares were sold at an average price of $32.93, for a total value of $203,046.38. Following the completion of the sale, the vice president owned 182,706 shares in the company, valued at approximately $6,016,508.58. The trade was a 3.26% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 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 Monday, May 18th. The shares were sold at an average price of $33.65, for a total transaction of $52,157.50. Following the completion of the sale, the vice president directly owned 43,293 shares in the company, valued at $1,456,809.45. This represents a 3.46% decrease in their ownership of the stock. 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 quarter, insiders have sold 23,148 shares of company stock valued at $763,434. Company insiders own 12.72% of the company’s stock.

About Kinder Morgan

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.