Nkcfo LLC Has $3.33 Million Stock Position in Kinder Morgan, Inc. $KMI

Nkcfo LLC cut its holdings in shares of Kinder Morgan, Inc. (NYSE:KMI) by 12.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 121,000 shares of the pipeline company’s stock after selling 17,400 shares during the period. Kinder Morgan comprises approximately 1.0% of Nkcfo LLC’s investment portfolio, making the stock its 24th biggest position. Nkcfo LLC’s holdings in Kinder Morgan were worth $3,326,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of KMI. Personal CFO Solutions LLC lifted its stake in Kinder Morgan by 4.5% in the 4th quarter. Personal CFO Solutions LLC now owns 7,896 shares of the pipeline company’s stock valued at $217,000 after purchasing an additional 340 shares during the last quarter. Golden State Equity Partners lifted its stake in shares of Kinder Morgan by 2.2% in the 3rd quarter. Golden State Equity Partners now owns 17,131 shares of the pipeline company’s stock valued at $485,000 after acquiring an additional 368 shares during the last quarter. Red Door Wealth Management LLC grew its position in Kinder Morgan by 2.2% during the 4th quarter. Red Door Wealth Management LLC now owns 17,772 shares of the pipeline company’s stock worth $489,000 after acquiring an additional 389 shares during the last quarter. Tradewinds Capital Management LLC increased its holdings in Kinder Morgan by 11.1% in the 3rd quarter. Tradewinds Capital Management LLC now owns 4,013 shares of the pipeline company’s stock worth $114,000 after purchasing an additional 401 shares in the last quarter. Finally, Ascent Group LLC raised its position in Kinder Morgan by 3.5% in the third quarter. Ascent Group LLC now owns 11,935 shares of the pipeline company’s stock valued at $338,000 after purchasing an additional 405 shares during the last quarter. Institutional investors 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: Q1 beat and dividend raise — KMI reported Q1 revenue and EPS ahead of estimates, raised the dividend ~2% and announced a planned COO transition; the company also advanced the Western Gateway refined‑products pipeline with Phillips 66, reinforcing growth and cash‑flow visibility. Read More.
• Positive Sentiment: Analyst upgrades and favorable peer comparison — Zacks upgraded KMI to “strong‑buy” and several pieces highlight that Wall Street’s average recommendation is a Buy; KMI is also being viewed more favorably than midstream peer Energy Transfer on earnings momentum and leverage measures. Read More.
• Neutral Sentiment: Valuation debate — recent commentary asks whether KMI’s ~30% one‑year gain leaves fair value at current levels, signaling that some investors are reassessing how much premium to pay for pipeline stability. Read More.
• Neutral Sentiment: Sector context — midstream payout growth remains a theme into Q2 and competitor results are mixed (Enterprise Products missed Q1), which supports the income narrative but keeps near‑term volatility possible. Read More.
• Negative Sentiment: Lawsuit after pipeline explosion — a Texas worker filed suit alleging safety failures after a recent Kinder Morgan pipeline explosion, creating potential legal, remediation and reputational risks. Read More.
• Negative Sentiment: Small analyst EPS cuts — US Capital Advisors trimmed Q2 and Q3 EPS forecasts modestly, highlighting some near‑term traffic/earnings uncertainty even as consensus full‑year estimates remain higher. Read More.

Kinder Morgan Stock Up 3.3%

Shares of NYSE:KMI opened at $32.89 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 debt-to-equity ratio of 0.92, a current ratio of 0.52 and a quick ratio of 0.50. The business’s 50-day moving average is $32.88 and its 200-day moving average is $29.60. The company has a market capitalization of $73.18 billion, a price-to-earnings ratio of 22.08, a P/E/G ratio of 2.81 and a beta of 0.64.

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

Kinder Morgan Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Monday, May 4th will be issued 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 dividend yield of 3.6%. The ex-dividend date is Monday, May 4th. Kinder Morgan’s dividend payout ratio (DPR) is currently 78.52%.

Insider Transactions at Kinder Morgan

In related news, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $31.72, for a total value of $49,166.00. Following the completion of the sale, the vice president directly owned 44,843 shares of the company’s stock, valued at approximately $1,422,419.96. This represents a 3.34% decrease in their position. The transaction was disclosed in a filing with the SEC, 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 business’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $32.93, for a total value of $203,046.38. Following the completion of the transaction, the vice president owned 182,706 shares in the company, valued at $6,016,508.58. The trade was a 3.26% decrease in their position. 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. Over the last ninety days, insiders sold 29,598 shares of company stock worth $952,572. 12.72% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several research firms have recently issued reports on KMI. Truist Financial assumed coverage on Kinder Morgan in a research note on Tuesday, March 24th. They issued a “hold” rating and a $38.00 price objective for the company. Scotiabank raised their price target on shares of Kinder Morgan from $31.00 to $32.00 and gave the company a “sector perform” rating in a research note on Thursday, March 26th. Wolfe Research downgraded Kinder Morgan from a “strong-buy” rating to a “hold” rating in a report on Tuesday, April 21st. Wells Fargo & Company lifted their target price on Kinder Morgan from $34.00 to $35.00 and gave the stock an “overweight” rating in a report on Friday, March 13th. Finally, Citigroup increased their price target on Kinder Morgan from $28.00 to $33.00 and gave the company a “neutral” rating in a research note on Monday, March 30th. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $34.20.

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.