Kinder Morgan (NYSE:KMI) Releases FY 2026 Earnings Guidance

Kinder Morgan (NYSE:KMI) updated its FY 2026 earnings guidance on Friday morning. The company provided earnings per share guidance of 1.360-1.360 for the period, compared to the consensus EPS estimate of 1.560.

Analyst Upgrades and Downgrades

Several brokerages have weighed in on KMI. Jefferies Financial Group upped their price objective on shares of Kinder Morgan from $33.00 to $37.00 and gave the stock a “hold” rating in a research note on Thursday. Weiss Ratings downgraded Kinder Morgan from a “buy (b+)” rating to a “buy (b)” rating in a research report on Thursday, October 8th. Citigroup restated a “neutral” rating on shares of Kinder Morgan in a report on Friday. Stifel Nicolaus began coverage on shares of Kinder Morgan in a research report on Wednesday, September 9th. They issued a “hold” rating and a $35.00 price objective for the company. Finally, Capital One Financial initiated coverage on Kinder Morgan in a report on Tuesday, September 22nd. They issued an “equal weight” rating and a $36.00 price target on the stock. Twelve investment analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, Kinder Morgan presently has an average rating of “Moderate Buy” and an average price target of $36.55.

Kinder Morgan Trading Up 2.7%

Shares of KMI stock traded up $0.93 on Friday, reaching $34.65. The company had a trading volume of 4,178,100 shares, compared to its average volume of 12,273,460. The company has a current ratio of 0.46, a quick ratio of 0.36 and a debt-to-equity ratio of 0.91. The stock has a market cap of $77.15 billion, a PE ratio of 22.21, a PEG ratio of 2.39 and a beta of 0.59. The company has a 50-day moving average of $31.85 and a 200-day moving average of $32.04. Kinder Morgan has a 12 month low of $25.60 and a 12 month high of $34.81.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings data on Wednesday, October 21st. The pipeline company reported $0.35 earnings per share for the quarter, topping the consensus estimate of $0.33 by $0.02. Kinder Morgan had a net margin of 19.64% and a return on equity of 10.85%. The business had revenue of $4.53 billion for the quarter, compared to analyst estimates of $4.37 billion. During the same quarter last year, the firm earned $0.29 EPS. Kinder Morgan’s quarterly revenue was up 9.3% compared to the same quarter last year. On average, equities analysts forecast that Kinder Morgan will post 1.56 earnings per share for the current year.

Kinder Morgan Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Shareholders of record on Monday, November 2nd will be issued a $0.2975 dividend. The ex-dividend date is Monday, November 2nd. This represents a $1.19 annualized dividend and a yield of 3.4%. Kinder Morgan’s dividend payout ratio (DPR) is 76.28%.

Insiders Place Their Bets

In other news, VP Michael Garthwaite sold 1,550 shares of Kinder Morgan stock in a transaction on Friday, October 16th. The shares were sold at an average price of $33.65, for a total transaction of $52,157.50. Following the transaction, the vice president directly owned 47,313 shares of the company’s stock, valued at $1,592,082.45. This trade represents a 3.17% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Company insiders own 12.72% of the company’s stock.

Kinder Morgan News Summary

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

• Positive Sentiment: Q3 results exceeded expectations: Kinder Morgan reported adjusted EPS of $0.35, ahead of the $0.33 consensus estimate, while revenue rose 9.3% year over year to $4.53 billion, above expectations of $4.37 billion. EPS increased 21% from the prior-year quarter. Kinder Morgan Q3 earnings report
• Positive Sentiment: Large project backlog supports growth: Kinder Morgan approved approximately $4.7 billion for the Southeast Connector and Permian Link natural-gas pipelines, primarily serving power generation, data centers and other growing demand. The company also added $5.4 billion to its expansion backlog, which reached a record $14.4 billion. Kinder Morgan pipeline investment
• Positive Sentiment: Analyst sentiment improved: Freedom Broker upgraded KMI from “hold” to “buy” with a $39 price target, while Mizuho raised its target to $39 and maintained an “outperform” rating. Other analysts reportedly lifted targets into the $37-$40 range. Kinder Morgan analyst target increases
• Positive Sentiment: Dividend remains attractive: The board declared a quarterly dividend of $0.2975 per share, or $1.19 annualized, representing a yield of approximately 3.5%. Kinder Morgan dividend announcement
• Negative Sentiment: Guidance trails consensus: Kinder Morgan set 2026 adjusted EPS guidance at $1.36, below the approximately $1.56 analyst consensus estimate. This shortfall could limit the stock’s upside despite strong current results and long-term infrastructure demand. Kinder Morgan 2026 earnings guidance

About Kinder Morgan

Kinder Morgan, Inc (NYSE: KMI) is an energy infrastructure company that owns and operates pipelines, terminals, and other transportation and storage facilities. Its systems primarily support the movement, processing, and storage of natural gas, crude oil, refined petroleum products, and other energy commodities.

The company’s natural gas business transports and stores natural gas for utilities, power generators, industrial customers, and other energy companies. Kinder Morgan also operates refined products and crude oil pipelines, liquids terminals, and carbon dioxide infrastructure.