Montchanin Asset Management LLC Takes $7.04 Million Position in Kinder Morgan, Inc. $KMI

Montchanin Asset Management LLC acquired a new position in shares of Kinder Morgan, Inc. (NYSE:KMI) in the 1st quarter, HoldingsChannel reports. The institutional investor acquired 209,925 shares of the pipeline company’s stock, valued at approximately $7,039,000. Kinder Morgan accounts for about 7.2% of Montchanin Asset Management LLC’s investment portfolio, making the stock its 3rd largest holding.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Commonwealth Retirement Investments LLC purchased a new stake in Kinder Morgan during the 4th quarter worth about $27,000. Frazier Financial Advisors LLC purchased a new position in shares of Kinder Morgan in the 1st quarter valued at about $28,000. Acumen Wealth Advisors LLC purchased a new position in shares of Kinder Morgan in the 4th quarter valued at about $28,000. Dorato Capital Management acquired a new stake in shares of Kinder Morgan during the 4th quarter worth about $30,000. Finally, Basepoint Wealth LLC acquired a new stake in shares of Kinder Morgan during the 4th quarter worth about $30,000. Institutional investors and hedge funds own 62.52% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on KMI. Wells Fargo & Company boosted their target price on Kinder Morgan from $35.00 to $36.00 and gave the stock an “overweight” rating in a research note on Thursday, July 23rd. Citigroup reiterated a “neutral” rating on shares of Kinder Morgan in a research note on Wednesday. Zacks Research downgraded shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, June 23rd. The Goldman Sachs Group restated a “buy” rating on shares of Kinder Morgan in a report on Wednesday, June 10th. Finally, Wolfe Research downgraded shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. Eight investment analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $35.50.

Kinder Morgan Trading Up 1.7%

Shares of Kinder Morgan stock opened at $32.20 on Friday. The company has a debt-to-equity ratio of 0.91, a quick ratio of 0.41 and a current ratio of 0.46. The company has a market capitalization of $71.71 billion, a P/E ratio of 20.64, a PEG ratio of 2.56 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. The company’s fifty day moving average is $32.06 and its two-hundred day moving average is $31.99.

Kinder Morgan (NYSE:KMI) last announced its 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 net margin of 19.31% and a return on equity of 10.46%. The business had revenue of $4.48 billion during the quarter, compared to analysts’ expectations of $4.22 billion. During the same period in the prior year, the company earned $0.28 earnings per share. The business’s revenue was up 10.8% compared to the same quarter last year. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Analysts forecast that Kinder Morgan, Inc. will post 1.54 earnings per share for the current year.

Kinder Morgan Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Shareholders of record on Monday, August 3rd will be paid a dividend of $0.2975 per share. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.19 annualized dividend and a yield of 3.7%. Kinder Morgan’s dividend payout ratio is currently 76.28%.

Insider Activity at Kinder Morgan

In other news, VP John W. Schlosser sold 6,166 shares of the company’s stock in a transaction that occurred on Monday, July 6th. The stock was sold at an average price of $31.90, for a total transaction of $196,695.40. Following the completion of the sale, the vice president owned 164,208 shares in the company, valued at $5,238,235.20. This represents a 3.62% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available 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 stock in a transaction on Tuesday, June 16th. The stock was sold at an average price of $31.44, for a total value of $48,732.00. Following the sale, the vice president directly owned 41,743 shares of the company’s stock, valued at approximately $1,312,399.92. This represents a 3.58% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 21,598 shares of company stock valued at $693,689. 12.72% of the stock is owned by company insiders.

More Kinder Morgan News

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 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.