Sapient Capital LLC decreased its position in shares of Kinder Morgan, Inc. (NYSE:KMI – Free Report) by 42.8% during the 1st quarter, Holdings Channel reports. The institutional investor owned 408,596 shares of the pipeline company’s stock after selling 306,176 shares during the quarter. Sapient Capital LLC’s holdings in Kinder Morgan were worth $13,700,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in KMI. Militia Capital Management LLC bought a new position in Kinder Morgan in the first quarter valued at about $2,890,000. S&A Financial Services Inc. bought a new stake in Kinder Morgan during the 1st quarter worth about $319,000. Robinswood Financial LLC acquired a new position in Kinder Morgan during the 1st quarter valued at about $34,000. Pine Valley Investments Ltd Liability Co boosted its stake in shares of Kinder Morgan by 1.5% in the 1st quarter. Pine Valley Investments Ltd Liability Co now owns 30,134 shares of the pipeline company’s stock valued at $1,010,000 after purchasing an additional 454 shares during the last quarter. Finally, Farmers National Bank bought a new position in shares of Kinder Morgan in the 1st quarter valued at about $231,000. Institutional investors own 62.52% of the company’s stock.
Analysts Set New Price Targets
KMI has been the subject of a number of recent research reports. Citigroup reissued a “neutral” rating on shares of Kinder Morgan in a research note on Wednesday. UBS Group reaffirmed a “buy” rating and set a $43.00 target price on shares of Kinder Morgan in a report on Monday, June 15th. The Goldman Sachs Group reissued a “buy” rating on shares of Kinder Morgan in a research note on Wednesday, June 10th. Jefferies Financial Group restated a “hold” rating on shares of Kinder Morgan in a research report on Thursday, July 23rd. Finally, Weiss Ratings downgraded Kinder Morgan from a “buy (a-)” rating to a “buy (b+)” rating in a report on Tuesday, June 23rd. Eight investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $35.50.
Kinder Morgan Price Performance
Shares of KMI stock opened at $32.20 on Monday. The company has a quick ratio of 0.36, a current ratio of 0.46 and a debt-to-equity ratio of 0.91. Kinder Morgan, Inc. has a 12-month low of $25.60 and a 12-month high of $34.81. The firm has a fifty day moving average of $32.06 and a 200-day moving average of $32.03. The firm has a market capitalization of $71.71 billion, a price-to-earnings ratio of 20.64, a price-to-earnings-growth ratio of 2.60 and a beta of 0.54.
Kinder Morgan (NYSE:KMI – Get Free Report) last issued its quarterly earnings data on Wednesday, July 22nd. The pipeline company reported $0.37 EPS for the quarter, topping the consensus estimate of $0.31 by $0.06. The business had revenue of $4.48 billion for the quarter, compared to the consensus estimate of $4.22 billion. Kinder Morgan had a return on equity of 10.46% and a net margin of 19.31%.The firm’s revenue was up 10.8% compared to the same quarter last year. During the same quarter last year, the business posted $0.28 EPS. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. On average, equities research analysts forecast that Kinder Morgan, Inc. will post 1.54 earnings per share for the current year.
Kinder Morgan Announces Dividend
The firm also recently declared a quarterly dividend, which will be paid on Monday, August 17th. Stockholders of record on Monday, August 3rd will be given a dividend of $0.2975 per share. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.7%. Kinder Morgan’s dividend payout ratio (DPR) is currently 76.28%.
Insider Activity
In other Kinder Morgan news, VP Michael P. Garthwaite sold 1,550 shares of the firm’s stock in a transaction that occurred on Tuesday, June 16th. The shares were sold at an average price of $31.44, for a total transaction of $48,732.00. Following the sale, the vice president directly owned 41,743 shares in the company, valued at approximately $1,312,399.92. This trade represents a 3.58% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John W. Schlosser sold 6,166 shares of Kinder Morgan stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $32.41, for a total transaction of $199,840.06. Following the completion of the transaction, the vice president directly owned 176,540 shares in the company, valued at approximately $5,721,661.40. The trade was a 3.37% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 21,598 shares of company stock worth $693,689 in the last quarter. 12.72% of the stock is currently owned by company insiders.
Key Stories Impacting Kinder Morgan
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.
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.
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