Resolution Capital Ltd Boosts Stock Position in Kinder Morgan, Inc. $KMI

Resolution Capital Ltd boosted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI) by 6.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 543,660 shares of the pipeline company’s stock after buying an additional 34,925 shares during the period. Kinder Morgan makes up about 0.4% of Resolution Capital Ltd’s investment portfolio, making the stock its 22nd largest holding. Resolution Capital Ltd’s holdings in Kinder Morgan were worth $18,229,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in KMI. Frazier Financial Advisors LLC purchased a new stake in shares of Kinder Morgan in the first quarter worth $28,000. Commonwealth Retirement Investments LLC purchased a new position in shares of Kinder Morgan in the 4th quarter worth about $27,000. First Pacific Financial boosted its stake in Kinder Morgan by 9,900.0% in the 1st quarter. First Pacific Financial now owns 1,000 shares of the pipeline company’s stock worth $34,000 after purchasing an additional 990 shares in the last quarter. Acumen Wealth Advisors LLC bought a new position in Kinder Morgan in the 4th quarter worth about $28,000. Finally, Cassaday & Co Wealth Management LLC purchased a new stake in Kinder Morgan during the 1st quarter valued at about $34,000. 62.52% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other Kinder Morgan news, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $31.44, for a total value of $48,732.00. Following the transaction, the vice president 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. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John W. Schlosser sold 6,166 shares of the firm’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $31.90, for a total value of $196,695.40. Following the completion of the transaction, the vice president directly owned 164,208 shares in the company, valued at $5,238,235.20. The trade was a 3.62% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 21,598 shares of company stock valued at $693,689. 12.72% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of analysts have weighed in on KMI shares. UBS Group restated a “buy” rating and set a $43.00 price objective on shares of Kinder Morgan in a research note on Monday, June 15th. Wolfe Research cut shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 21st. The Goldman Sachs Group reissued a “buy” rating on shares of Kinder Morgan in a research report on Wednesday, June 10th. Zacks Research lowered shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 23rd. Finally, Wells Fargo & Company upped their price objective on Kinder Morgan from $35.00 to $36.00 and gave the company an “overweight” rating in a research report on Thursday, July 23rd. Eight investment analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the stock. According to MarketBeat.com, Kinder Morgan has an average rating of “Hold” and an average target price of $35.33.

Kinder Morgan Trading Down 0.3%

Shares of KMI stock opened at $31.65 on Wednesday. Kinder Morgan, Inc. has a 12-month low of $25.60 and a 12-month high of $34.81. The company has a current ratio of 0.46, a quick ratio of 0.41 and a debt-to-equity ratio of 0.91. The firm’s 50 day moving average is $32.16 and its 200 day moving average is $31.93. The stock has a market capitalization of $70.47 billion, a P/E ratio of 20.29, a P/E/G ratio of 2.58 and a beta of 0.54.

Kinder Morgan (NYSE:KMI) last announced its earnings results on Wednesday, July 22nd. The pipeline company reported $0.37 earnings per share for the quarter, beating analysts’ consensus estimates of $0.31 by $0.06. The business had revenue of $4.48 billion during the quarter, compared to analyst estimates of $4.22 billion. Kinder Morgan had a net margin of 19.31% and a return on equity of 10.46%. The company’s quarterly revenue was up 10.8% compared to the same quarter last year. During the same period in the previous year, the business earned $0.28 EPS. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Research analysts expect that Kinder Morgan, Inc. will post 1.53 earnings per share for the current year.

Kinder Morgan Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 17th. Investors of record on Monday, August 3rd will be issued a $0.2975 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.19 annualized dividend and a dividend yield of 3.8%. Kinder Morgan’s payout ratio is presently 76.28%.

Kinder Morgan News Summary

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

• Positive Sentiment: Power and LNG projects support growth: Kinder Morgan’s contract-backed backlog is positioned to benefit from rising electricity generation, LNG exports and utility demand. The projects could support a new multiyear gas-infrastructure investment cycle and provide greater visibility into future cash flows. KMI’s Power and LNG Backlog Signals a New Gas Infrastructure Cycle
• Positive Sentiment: Midstream cash-flow appeal remains intact: Industry commentary highlights durable free-cash-flow generation among midstream companies, supporting dividends and potential buybacks. This reinforces KMI’s appeal to income-focused investors, although sector-level strength does not guarantee company-specific outperformance. Midstream and MLPs Deliver Durable Free Cash Flow
• Positive Sentiment: Some analysts remain constructive: A recent investment analysis characterized Kinder Morgan as a buy despite acknowledging it may not be the strongest midstream operator, providing support for the stock’s dividend and infrastructure-growth thesis. Kinder Morgan: Not the Best Midstream Stock, Still a Buy
• Neutral Sentiment: Investor attention is elevated: KMI is currently a trending stock on Zacks, which may increase near-term trading activity but does not itself indicate improving fundamentals or a likely price direction. Kinder Morgan Is a Trending Stock
• Negative Sentiment: Analyst sentiment is mixed: Reports indicate conflicting views on Kinder Morgan, while the broader brokerage consensus remains “Hold.” The lack of a clear upgrade catalyst may be limiting upside and helping explain the stock’s softer performance despite favorable infrastructure trends. Analysts Conflicted on Kinder Morgan and Schlumberger

Kinder Morgan 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.