Kinder Morgan (NYSE:KMI) Announces Earnings Results

Kinder Morgan (NYSE:KMI) announced its quarterly earnings results on Wednesday. The pipeline company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.10, FiscalAI reports. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. Kinder Morgan updated its FY 2026 guidance to 1.360-1.360 EPS.

Kinder Morgan Stock Up 1.0%

KMI traded up $0.32 during trading on Wednesday, reaching $31.89. 13,767,121 shares of the stock were exchanged, compared to its average volume of 14,127,688. The stock has a market cap of $70.94 billion, a P/E ratio of 23.28, a price-to-earnings-growth ratio of 2.90 and a beta of 0.64. Kinder Morgan has a twelve month low of $25.60 and a twelve month high of $34.73. The stock’s 50 day moving average price is $32.92 and its two-hundred day moving average price is $29.43. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.50 and a current ratio of 0.64.

Wall Street Analyst Weigh In

A number of research analysts have weighed in on KMI shares. Wells Fargo & Company lifted their price target on shares of Kinder Morgan from $34.00 to $35.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. Morgan Stanley lifted their price target on shares of Kinder Morgan from $34.00 to $36.00 and gave the company an “equal weight” rating in a research note on Tuesday, March 3rd. TD Cowen lifted their price target on shares of Kinder Morgan from $34.00 to $35.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Wolfe Research lowered shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research note on Tuesday. Finally, Freedom Capital raised shares of Kinder Morgan from a “strong sell” rating to a “hold” rating in a research report on Wednesday, January 28th. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $34.33.

Key Kinder Morgan News

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

• Positive Sentiment: Q1 earnings beat and operational beat — KMI reported $0.48 EPS vs. $0.38 consensus, with adjusted EPS +41% year-over-year and higher natural gas pipeline volumes cited as the driver; this outperformance is the primary near-term bullish catalyst. Reuters: Kinder Morgan beats first-quarter profit estimates
• Positive Sentiment: Dividend maintained/increased cash return — Board approved a $0.2975 per‑share quarterly dividend (annualized $1.19), supporting yield-focused demand for the stock. Business Wire: Q1 2026 Financial Results
• Positive Sentiment: Pipeline growth project progress — Kinder Morgan and Phillips 66 advanced the Western Gateway refined‑products pipeline after a successful open season, a structural growth item for medium‑term volumes and EBITDA. Hydrocarbon Processing: Western Gateway pipeline
• Positive Sentiment: Insider buying — Recent disclosed insider purchases (reported around the quarter) can be a supportive signal to some investors about management confidence. Yahoo Finance: Insiders added stock
• Neutral Sentiment: Press coverage and analyst previews ahead of the print provided context on key metrics (volumes, throughput) but had limited fresh impact once Q1 results were released. Zacks: Analysts’ insights
• Negative Sentiment: FY‑2026 guidance slightly below consensus — KMI set EPS guidance at 1.360 for FY‑2026 vs. analyst consensus ~1.390, which tempers the beat and could limit further upside if investors focus on forward earnings.
• Negative Sentiment: Brokerage downgrade — Wolfe Research cut KMI from “strong-buy” to “hold,” which may dampen momentum among institutional buyers. TickerReport: Wolfe Research downgrade

Insider Buying and Selling at Kinder Morgan

In related news, CFO David Patrick Michels sold 20,000 shares of the business’s stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $30.00, for a total transaction of $600,000.00. Following the transaction, the chief financial officer directly owned 139,428 shares in the company, valued at approximately $4,182,840. The trade was a 12.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP John W. Schlosser sold 6,166 shares of the company’s stock in a transaction on Monday, April 6th. The shares were sold at an average price of $32.93, for a total transaction of $203,046.38. Following the completion of the transaction, the vice president owned 182,706 shares in the company, valued at approximately $6,016,508.58. This represents a 3.26% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 49,598 shares of company stock valued at $1,552,572 in the last 90 days. Company insiders own 12.72% of the company’s stock.

Hedge Funds Weigh In On Kinder Morgan

Several institutional investors and hedge funds have recently modified their holdings of KMI. Brighton Jones LLC acquired a new position in shares of Kinder Morgan in the fourth quarter valued at $308,000. Schnieders Capital Management LLC. increased its holdings in shares of Kinder Morgan by 11.4% in the second 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 last quarter. NewEdge Advisors LLC increased its holdings in shares of Kinder Morgan by 2.1% in the second quarter. NewEdge Advisors LLC now owns 270,876 shares of the pipeline company’s stock valued at $7,964,000 after purchasing an additional 5,586 shares during the last quarter. Nebula Research & Development LLC acquired a new position in shares of Kinder Morgan in the second quarter valued at $1,168,000. Finally, Sei Investments Co. increased its holdings in shares of Kinder Morgan by 20.4% in the second quarter. Sei Investments Co. now owns 861,465 shares of the pipeline company’s stock valued at $25,328,000 after purchasing an additional 145,806 shares during the last quarter. 62.52% of the stock is currently owned by institutional investors and hedge funds.

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.