Kinder Morgan, Inc. $KMI Shares Acquired by Citizens Financial Group Inc. RI

Citizens Financial Group Inc. RI lifted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 48.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 422,808 shares of the pipeline company’s stock after buying an additional 137,593 shares during the quarter. Citizens Financial Group Inc. RI’s holdings in Kinder Morgan were worth $11,623,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in KMI. AQR Capital Management LLC lifted its position in shares of Kinder Morgan by 431.9% during the third quarter. AQR Capital Management LLC now owns 6,569,082 shares of the pipeline company’s stock worth $185,971,000 after purchasing an additional 5,333,986 shares during the last quarter. Merewether Investment Management LP bought a new position in shares of Kinder Morgan during the second quarter worth about $138,477,000. Zimmer Partners LP lifted its position in shares of Kinder Morgan by 177.8% during the third quarter. Zimmer Partners LP now owns 6,070,100 shares of the pipeline company’s stock worth $171,845,000 after purchasing an additional 3,885,000 shares during the last quarter. Holocene Advisors LP bought a new position in shares of Kinder Morgan during the third quarter worth about $77,662,000. Finally, Vanguard Group Inc. lifted its position in shares of Kinder Morgan by 1.0% during the fourth quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company’s stock worth $5,780,637,000 after purchasing an additional 2,165,130 shares during the last quarter. Institutional investors and hedge funds own 62.52% of the company’s stock.

Key Stories Impacting Kinder Morgan

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

• Positive Sentiment: Zacks upgraded KMI from “hold” to “strong-buy,” which can drive buying interest from retail and quant strategies that follow Zacks ratings. Zacks Upgrade
• Positive Sentiment: Comparative research pieces argue KMI is a better midstream pick than Energy Transfer (ET) — citing stronger price gains, an improving earnings outlook and lower leverage vs. ET — supporting rotation into KMI. Energy Transfer vs. Kinder Morgan
• Positive Sentiment: Sector notes show midstream payout growth continuing into Q2 2026, reinforcing income-seeking demand for pipeline names like KMI. Midstream Payout Growth
• Neutral Sentiment: Multiple pieces highlight that Wall Street’s average brokerage recommendation on KMI is a “Buy” and analysts remain moderately optimistic — supportive but not a catalyst by itself. Is It Worth Investing in Kinder Morgan?
• Neutral Sentiment: Commentary suggests geopolitical volatility (the Iran conflict) created short‑term trading opportunities in KMI — this can boost volume/volatility but is speculative rather than fundamental. Barchart Short-Term Trade Note
• Negative Sentiment: A Texas worker filed a lawsuit after a recent Kinder Morgan pipeline explosion alleging safety lapses; legal, remediation and reputational costs could pressure the stock if exposure grows. Pipeline Explosion Lawsuit
• Negative Sentiment: US Capital Advisors trimmed several near‑term quarterly EPS estimates (notably Q2/Q3 2026), introducing some short‑term earnings downside risk even as multi‑year forecasts were mixed/upward. (Research note summarized by MarketBeat.)

Insider Buying and Selling at Kinder Morgan

In related news, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $31.72, for a total transaction of $49,166.00. Following the sale, the vice president owned 44,843 shares in the company, valued at $1,422,419.96. This represents a 3.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Anthony B. Ashley sold 8,000 shares of the stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total transaction of $255,600.00. Following the sale, the vice president owned 100,146 shares in the company, valued at approximately $3,199,664.70. This trade represents a 7.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 29,598 shares of company stock worth $952,572 in the last ninety days. Insiders own 12.72% of the company’s stock.

Analysts Set New Price Targets

KMI has been the topic of several research analyst reports. Wells Fargo & Company increased their price target on shares of Kinder Morgan from $34.00 to $35.00 and gave the stock an “overweight” rating in a research report on Friday, March 13th. Zacks Research raised shares of Kinder Morgan from a “hold” rating to a “strong-buy” rating in a research report on Tuesday. Barclays reaffirmed an “overweight” rating on shares of Kinder Morgan in a research report on Friday, February 20th. Wolfe Research cut shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. Finally, Morgan Stanley increased their price target on shares of Kinder Morgan from $34.00 to $36.00 and gave the stock an “equal weight” rating in a research report on Tuesday, March 3rd. One research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and ten have issued a Hold rating to the stock. Based on data from MarketBeat, Kinder Morgan currently has an average rating of “Moderate Buy” and a consensus price target of $34.20.

Kinder Morgan Price Performance

KMI opened at $32.89 on Friday. The firm has a market cap of $73.18 billion, a price-to-earnings ratio of 22.08, a price-to-earnings-growth ratio of 2.81 and a beta of 0.64. Kinder Morgan, Inc. has a fifty-two week low of $25.60 and a fifty-two week high of $34.73. The company’s 50-day moving average price is $32.88 and its 200 day moving average price is $29.60. The company has a quick ratio of 0.50, a current ratio of 0.52 and a debt-to-equity ratio of 0.92.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share for the quarter, topping the consensus estimate of $0.38 by $0.10. The firm had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.55 billion. Kinder Morgan had a net margin of 18.92% and a return on equity of 9.90%. Kinder Morgan’s quarterly revenue was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.34 earnings per share. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. As a group, sell-side analysts expect that Kinder Morgan, Inc. will post 1.45 earnings per share for the current year.

Kinder Morgan Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Investors of record on Monday, May 4th will be paid a dividend of $0.2975 per share. This represents a $1.19 annualized dividend and a yield of 3.6%. This is a positive change from Kinder Morgan’s previous quarterly dividend of $0.29. The ex-dividend date is Monday, May 4th. Kinder Morgan’s dividend payout ratio (DPR) is currently 78.52%.

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.