Kinder Morgan, Inc. $KMI Shares Sold by National Pension Service

National Pension Service trimmed its position in shares of Kinder Morgan, Inc. (NYSE:KMI) by 29.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 2,925,930 shares of the pipeline company’s stock after selling 1,212,046 shares during the period. National Pension Service’s holdings in Kinder Morgan were worth $80,434,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in KMI. AQR Capital Management LLC increased its holdings in shares of Kinder Morgan by 431.9% during the 3rd quarter. AQR Capital Management LLC now owns 6,569,082 shares of the pipeline company’s stock worth $185,971,000 after buying an additional 5,333,986 shares during the last quarter. Merewether Investment Management LP acquired a new stake in shares of Kinder Morgan during the 2nd quarter worth $138,477,000. Zimmer Partners LP increased its holdings in shares of Kinder Morgan by 177.8% during the 3rd 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 during the last quarter. Holocene Advisors LP purchased a new stake in Kinder Morgan during the 3rd quarter worth $77,662,000. Finally, Vanguard Group Inc. boosted its position in Kinder Morgan by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company’s stock worth $5,780,637,000 after purchasing an additional 2,165,130 shares during the period. 62.52% of the stock is currently owned by institutional investors and hedge funds.

Kinder Morgan Stock Performance

NYSE:KMI opened at $31.08 on Friday. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.52 and a quick ratio of 0.41. The firm has a 50-day moving average of $32.70 and a two-hundred day moving average of $30.44. The stock has a market cap of $69.14 billion, a P/E ratio of 20.86, a PEG ratio of 2.59 and a beta of 0.56. Kinder Morgan, Inc. has a 1-year low of $25.60 and a 1-year high of $34.81.

Kinder Morgan (NYSE:KMI) last posted its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share for the quarter, beating analysts’ consensus estimates of $0.38 by $0.10. The company had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.55 billion. Kinder Morgan had a net margin of 18.92% and a return on equity of 9.90%. The firm’s revenue for the quarter was up 13.8% on a year-over-year basis. During the same period in the prior year, the company posted $0.34 EPS. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. On average, research analysts expect that Kinder Morgan, Inc. will post 1.49 earnings per share for the current fiscal year.

Kinder Morgan Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, May 15th. Shareholders of record on Monday, May 4th were given a $0.2975 dividend. This represents a $1.19 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend was Monday, May 4th. This is an increase from Kinder Morgan’s previous quarterly dividend of $0.29. Kinder Morgan’s dividend payout ratio is currently 79.87%.

Insider Transactions at Kinder Morgan

In other Kinder Morgan news, VP Michael P. Garthwaite sold 1,550 shares of the company’s stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $33.65, for a total value of $52,157.50. Following the completion of the transaction, the vice president directly owned 43,293 shares of the company’s stock, valued at $1,456,809.45. This represents a 3.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at 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 company’s stock in a transaction dated 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 directly owned 182,706 shares of the company’s stock, valued at approximately $6,016,508.58. The trade was 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. Over the last three months, insiders sold 23,148 shares of company stock valued at $763,434. 12.72% of the stock is currently owned by corporate insiders.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: Kinder Morgan reported record 2025 results, with strong fourth-quarter performance and renewed optimism around LNG exports and data-center power demand. One article also highlighted KMI as having an edge over peers on earnings revisions, leverage, and return on equity. Article Title
• Positive Sentiment: Kinder Morgan expanded its revolving credit facility and liquidity, which improves financial flexibility and supports capital spending and dividend sustainability. Article Title
• Neutral Sentiment: Several recent articles simply note that KMI is a trending stock or worth watching, reflecting strong investor interest but not a clear new catalyst. Article Title
• Neutral Sentiment: Commentary from Seeking Alpha is split between a valuation downgrade and a view that the stock may already be richly valued, suggesting upside may be limited even if fundamentals remain solid. Article Title
• Negative Sentiment: Recent valuation-focused pieces suggest KMI may be trading at a level that leaves less room for further gains, which can weigh on sentiment and help explain why the stock is softer today. Article Title

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on KMI. Zacks Research raised shares of Kinder Morgan from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, April 28th. Wolfe Research cut shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, April 21st. Jefferies Financial Group decreased their price target on shares of Kinder Morgan from $36.00 to $34.00 and set a “hold” rating for the company in a research report on Thursday, April 23rd. Stifel Nicolaus upped their price target on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a “hold” rating in a research report on Friday, March 13th. Finally, Citigroup upped their price target on shares of Kinder Morgan from $28.00 to $33.00 and gave the stock a “neutral” rating in a research report on Monday, March 30th. Two investment analysts have rated the stock with a Strong Buy rating, six have assigned a Buy rating and ten have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price 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.