Universal Beteiligungs und Servicegesellschaft mbH Has $27.55 Million Holdings in Kinder Morgan, Inc. $KMI

Universal Beteiligungs und Servicegesellschaft mbH raised its stake in Kinder Morgan, Inc. (NYSE:KMI) by 23.2% in the fourth quarter, Holdings Channel.com reports. The firm owned 1,005,416 shares of the pipeline company’s stock after acquiring an additional 189,080 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Kinder Morgan were worth $27,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently bought and sold shares of KMI. AQR Capital Management LLC raised 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 valued at $185,971,000 after buying an additional 5,333,986 shares during the last quarter. Merewether Investment Management LP bought a new stake in shares of Kinder Morgan in the second quarter valued at about $138,477,000. Zimmer Partners LP grew its position in 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 buying an additional 3,885,000 shares in the last quarter. Holocene Advisors LP bought a new position in Kinder Morgan during the third quarter valued at about $77,662,000. Finally, Amundi raised its holdings in Kinder Morgan by 21.1% in the 3rd quarter. Amundi now owns 11,882,500 shares of the pipeline company’s stock valued at $331,878,000 after acquiring an additional 2,069,960 shares in the last quarter. 62.52% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, VP Anthony B. Ashley sold 8,000 shares of the stock in a transaction dated Tuesday, February 17th. The shares were sold at an average price of $31.95, for a total transaction of $255,600.00. Following the completion of the sale, the vice president owned 100,146 shares in the company, valued at $3,199,664.70. This trade represents a 7.40% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director William A. Smith purchased 3,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were purchased at an average cost of $29.75 per share, with a total value of $89,250.00. Following the completion of the acquisition, the director directly owned 31,087 shares in the company, valued at $924,838.25. The trade was a 10.68% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold a total of 29,598 shares of company stock valued at $952,572 in the last ninety days. Insiders own 12.72% of the company’s stock.

Kinder Morgan News Roundup

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

• Positive Sentiment: Q1 beat — KMI posted Q1 revenue and EPS above Street expectations (non‑GAAP EPS $0.48 vs. $0.38 est.), driven by stronger natural‑gas pipeline volumes and a $10.1B backlog, underpinning today’s bullish reaction. Pipeline operator Kinder Morgan beats first-quarter profit estimates
• Positive Sentiment: Dividend raised — the board approved a quarterly payout of $0.2975 (up ~1.7% q/q), boosting the yield to roughly 3.7% and supporting income‑investor demand. Kinder Morgan Reports First Quarter 2026 Financial Results
• Positive Sentiment: Acquisition and cashflow strength — KMI agreed to acquire the Monument natural‑gas system and reported first‑quarter income up ~36%, signaling steadier cash flow to support dividends and projects. KMI to acquire Monument natural gas system as first-quarter income jumps 36%
• Positive Sentiment: Weather and demand tailwinds — cold weather (Storm Fern) materially increased natural‑gas sales volumes and helped Q1 results; management highlighted stronger gas demand that helped offset weakness in some product volumes. Kinder Morgan: Thank Storm Fern And All Of The Cold Weather After That
• Positive Sentiment: Longer‑term demand angle — coverage notes that rising power demand from AI/data centers could support pipeline and power‑related volumes, a structural growth argument investors are citing alongside the dividend lift. This Pipeline Company Just Raised Its Dividend. AI Power Demand Is Fueling Growth.
• Neutral Sentiment: Bullish research pieces — a few buy/upgrade-style writeups argue a path to higher targets (e.g., $40 by some bulls), but these are opinion pieces and don’t change the company’s near-term fundamentals. Kinder Morgan: The Case To $40 Is Here (Rating Upgrade)
• Negative Sentiment: Guidance slightly below consensus — KMI set FY‑2026 EPS guidance at $1.36 (management’s midpoint), under the roughly $1.39 consensus, which caps upside and is being cited by cautious investors. KMI Q1 Deep Dive: Natural Gas Demand and Expansion Projects Drive Outperformance
• Negative Sentiment: Analyst downgrades/price‑target cuts — Wolfe Research cut KMI from strong‑buy to hold and Jefferies trimmed its target (to $34) and/or ratings to hold, reducing buy‑side conviction despite the quarter. Kinder Morgan (NYSE:KMI) Cut to Hold at Wolfe Research Jefferies price-target note

Kinder Morgan Stock Down 0.4%

NYSE KMI opened at $31.70 on Friday. Kinder Morgan, Inc. has a 1-year low of $25.60 and a 1-year high of $34.73. The company has a market capitalization of $70.52 billion, a price-to-earnings ratio of 21.27, a PEG ratio of 2.89 and a beta of 0.64. The stock’s 50 day moving average is $32.92 and its two-hundred day moving average is $29.46. The company has a current ratio of 0.64, a quick ratio of 0.50 and a debt-to-equity ratio of 0.95.

Kinder Morgan (NYSE:KMI) last issued its earnings results on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.38 by $0.10. The business had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.55 billion. Kinder Morgan had a return on equity of 9.93% and a net margin of 18.92%.Kinder Morgan’s quarterly revenue was up 13.8% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.34 EPS. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Equities analysts forecast that Kinder Morgan, Inc. will post 1.4 earnings per share for the current fiscal year.

Kinder Morgan Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 4th will be paid a dividend of $0.2975 per share. This is an increase from Kinder Morgan’s previous quarterly dividend of $0.29. This represents a $1.19 annualized dividend and a yield of 3.8%. The ex-dividend date is Monday, May 4th. Kinder Morgan’s dividend payout ratio is currently 85.40%.

Wall Street Analyst Weigh In

A number of analysts have commented on the company. Wolfe Research downgraded Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday. Truist Financial initiated coverage on Kinder Morgan in a research note on Tuesday, March 24th. They issued a “hold” rating and a $38.00 target price for the company. Wells Fargo & Company raised their target price on Kinder Morgan from $34.00 to $35.00 and gave the stock an “overweight” rating in a research report on Friday, March 13th. Stifel Nicolaus lifted their price target on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a “hold” rating in a research note on Friday, March 13th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Kinder Morgan in a report on Tuesday. Seven equities research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Kinder Morgan presently has a consensus rating of “Hold” and an average price target of $34.20.

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.