SG Americas Securities LLC Has $58.09 Million Stock Position in Kinder Morgan, Inc. $KMI

SG Americas Securities LLC boosted its position in Kinder Morgan, Inc. (NYSE:KMI) by 554.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 2,113,224 shares of the pipeline company’s stock after acquiring an additional 1,790,475 shares during the period. SG Americas Securities LLC’s holdings in Kinder Morgan were worth $58,093,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of KMI. Brighton Jones LLC bought a new position in shares of Kinder Morgan in the 4th quarter worth $308,000. Schnieders Capital Management LLC. grew its position in Kinder Morgan by 11.4% in the 2nd quarter. Schnieders Capital Management LLC. now owns 69,444 shares of the pipeline company’s stock valued at $2,042,000 after purchasing an additional 7,081 shares during the period. Franklin Resources Inc. increased its stake in Kinder Morgan by 48.6% during the 2nd quarter. Franklin Resources Inc. now owns 2,140,978 shares of the pipeline company’s stock valued at $62,945,000 after purchasing an additional 700,695 shares in the last quarter. AlphaCore Capital LLC acquired a new position in Kinder Morgan during the second quarter worth $175,000. Finally, American Century Companies Inc. raised its holdings in Kinder Morgan by 0.8% during the second quarter. American Century Companies Inc. now owns 378,641 shares of the pipeline company’s stock worth $11,132,000 after buying an additional 3,155 shares during the last quarter. Institutional investors own 62.52% of the company’s stock.

Insider Activity

In related news, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $33.30, for a total transaction of $51,615.00. Following the completion of the sale, the vice president directly owned 46,393 shares of the company’s stock, valued at approximately $1,544,886.90. This trade represents a 3.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO David Patrick Michels sold 20,000 shares of Kinder Morgan stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $30.00, for a total value of $600,000.00. Following the sale, the chief financial officer owned 139,428 shares in the company, valued at $4,182,840. This trade represents a 12.54% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 48,048 shares of company stock worth $1,469,863. Corporate insiders own 12.73% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have recently issued reports on KMI. Scotiabank lifted their price objective on shares of Kinder Morgan from $30.00 to $31.00 and gave the company a “sector perform” rating in a report on Tuesday, March 17th. Freedom Capital upgraded shares of Kinder Morgan from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 28th. TD Cowen raised their price target on shares of Kinder Morgan from $34.00 to $35.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Stifel Nicolaus lifted their price target on Kinder Morgan from $30.00 to $33.00 and gave the company a “hold” rating in a research note on Friday, March 13th. Finally, Royal Bank Of Canada increased their price objective on Kinder Morgan from $30.00 to $32.00 and gave the stock a “sector perform” rating in a research note on Friday, February 27th. Eight investment analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, Kinder Morgan has a consensus rating of “Moderate Buy” and a consensus target price of $34.14.

Kinder Morgan News Summary

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

• Positive Sentiment: US Capital Advisors raised multiple 2026–2027 quarterly and full?year EPS estimates (including FY2026 to $1.34) and bumped several quarter forecasts — this implies analysts see slightly stronger near?term earnings versus prior expectations. MarketBeat KMI coverage
• Positive Sentiment: Jefferies increased its price target from $31 to $36, signaling incremental upside and contributing to buying interest despite keeping a “hold” rating. Benzinga
• Positive Sentiment: Kinder Morgan is repeatedly highlighted in dividend-focused roundups (Yahoo Finance, Zacks) as a large, income?oriented energy name — that supports demand from income investors when oil/disruption-driven volatility rises. 3 Large Energy Dividend Stocks to Ride Out Oil Price Swings (Yahoo)
• Positive Sentiment: Analyst consensus remains constructive — a “Moderate Buy” consensus was reported, which supports positive sentiment overall even as individual firm ratings vary. Analyst consensus report
• Neutral Sentiment: Truist initiated coverage with a “hold” rating and a $38 price target, giving a ~12% upside from current levels but signaling cautious near?term guidance from a new coverage perspective. Truist initiation (Investing.com)
• Neutral Sentiment: Macro and strategy commentary on energy (e.g., pieces about trading strategies during the Iran conflict) keeps sector volatility top?of?mind — this means KMI’s dividend/defensive attributes attract buyers in risk-off episodes, but its price still moves with broader oil/energy sentiment. Energy strategy article (Fool)

Kinder Morgan Stock Performance

NYSE KMI opened at $33.91 on Wednesday. The company has a fifty day moving average price of $31.58 and a 200-day moving average price of $28.70. The firm has a market cap of $75.45 billion, a price-to-earnings ratio of 24.75, a PEG ratio of 3.09 and a beta of 0.68. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.64 and a quick ratio of 0.50. Kinder Morgan, Inc. has a 1 year low of $23.94 and a 1 year high of $34.24.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share for the quarter, beating analysts’ consensus estimates of $0.37 by $0.02. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. During the same period last year, the firm earned $0.30 earnings per share. The firm’s revenue was up 13.1% on a year-over-year basis. As a group, equities research analysts predict that Kinder Morgan, Inc. will post 1.25 EPS for the current fiscal year.

Kinder Morgan Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 2nd were paid a $0.2925 dividend. The ex-dividend date was Monday, February 2nd. This represents a $1.17 annualized dividend and a yield of 3.4%. Kinder Morgan’s dividend payout ratio (DPR) is 85.40%.

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.