1834 Investment Advisors Co. Has $8.43 Million Stake in Kinder Morgan, Inc. $KMI

1834 Investment Advisors Co. cut its stake in Kinder Morgan, Inc. (NYSE:KMI) by 23.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 297,643 shares of the pipeline company’s stock after selling 89,975 shares during the quarter. Kinder Morgan accounts for about 1.0% of 1834 Investment Advisors Co.’s portfolio, making the stock its 24th biggest position. 1834 Investment Advisors Co.’s holdings in Kinder Morgan were worth $8,426,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently modified their holdings of the company. International Assets Investment Management LLC bought a new stake in Kinder Morgan during the third quarter worth $1,375,000. TrueMark Investments LLC boosted its holdings in Kinder Morgan by 7.5% during the 3rd quarter. TrueMark Investments LLC now owns 162,122 shares of the pipeline company’s stock worth $4,590,000 after acquiring an additional 11,290 shares during the last quarter. Jmac Enterprises LLC boosted its holdings in Kinder Morgan by 12.8% during the 3rd quarter. Jmac Enterprises LLC now owns 30,900 shares of the pipeline company’s stock worth $875,000 after acquiring an additional 3,500 shares during the last quarter. Teacher Retirement System of Texas grew its stake in shares of Kinder Morgan by 67.3% in the 3rd quarter. Teacher Retirement System of Texas now owns 907,934 shares of the pipeline company’s stock worth $25,704,000 after acquiring an additional 365,385 shares in the last quarter. Finally, Probity Advisors Inc. raised its holdings in shares of Kinder Morgan by 2.7% in the third quarter. Probity Advisors Inc. now owns 21,961 shares of the pipeline company’s stock valued at $622,000 after purchasing an additional 571 shares during the last quarter. Hedge funds and other institutional investors own 62.52% of the company’s stock.

Insiders Place Their Bets

In other news, Director Amy W. Chronis bought 3,800 shares of the firm’s stock in a transaction that occurred on Friday, October 31st. The shares were acquired at an average price of $26.23 per share, with a total value of $99,674.00. Following the acquisition, the director owned 39,051 shares of the company’s stock, valued at approximately $1,024,307.73. The trade was a 10.78% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, Chairman Richard D. Kinder bought 1,000,000 shares of the stock in a transaction on Monday, October 27th. The stock was purchased at an average price of $25.96 per share, for a total transaction of $25,960,000.00. Following the completion of the purchase, the chairman directly owned 246,212,353 shares in the company, valued at approximately $6,391,672,683.88. This represents a 0.41% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders purchased 1,004,287 shares of company stock worth $26,072,463 and sold 18,498 shares worth $507,462. 12.73% of the stock is owned by corporate insiders.

Key Stories Impacting Kinder Morgan

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

• Positive Sentiment: Record Q4 and full‑year results — KMI reported higher revenue and EPS that beat consensus, with strong Natural Gas Pipelines contributions and a larger backlog that helped drive a jump in net income. Kinder Morgan Posts Record Earnings
• Positive Sentiment: Structural LNG tailwinds/backlog — management cites rising LNG feed‑gas demand and a >$10B project backlog that should underpin multi‑year cash flow and project EBITDA as new projects come online. LNG feed gas demand & backlog
• Positive Sentiment: Dividend and capital returns — KMI declared the quarterly dividend (maintains a ~4% yield) and reiterated capital allocation that supports distributions while funding growth projects.
• Positive Sentiment: Insiders and buying signals — recent insider purchases (including Amy W. Chronis and others) and elevated call‑option activity signal some bullish conviction from traders. Amy Chronis purchase
• Neutral Sentiment: Asset sale — KMI sold its Eagle Ford JV stake for ~$396M to BPX, which raises near‑term cash and simplifies upstream exposure; impact on long‑term earnings depends on redeployment. Eagle Ford sale
• Neutral Sentiment: Analyst/price target moves — modest target increases and “sector perform” notes (e.g., Scotiabank) reflect cautious optimism but limited near‑term upside. Price target update
• Negative Sentiment: Cautious guidance — management issued relatively conservative near‑term guidance despite the strong quarter, which can cap investor enthusiasm for an immediate rerating. MarketBeat: cautious guidance
• Negative Sentiment: Mixed insider activity — while some insiders bought, Quiver/filings show multiple executive share sales in recent months, which can be read as profit‑taking by some market participants. Quiver insider activity

Kinder Morgan Stock Performance

NYSE KMI opened at $29.58 on Friday. The firm has a market cap of $65.80 billion, a P/E ratio of 21.59, a price-to-earnings-growth ratio of 2.43 and a beta of 0.69. The company has a quick ratio of 0.49, a current ratio of 0.64 and a debt-to-equity ratio of 0.95. The company’s 50 day moving average is $27.27 and its 200-day moving average is $27.22. Kinder Morgan, Inc. has a 12-month low of $23.94 and a 12-month high of $30.56.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings data on Wednesday, January 21st. The pipeline company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.37 by $0.02. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The company had revenue of $4.51 billion during the quarter, compared to the consensus estimate of $4.33 billion. During the same period last year, the firm earned $0.30 EPS. Kinder Morgan’s revenue for the quarter was up 13.1% on a year-over-year basis. Sell-side analysts predict that Kinder Morgan, Inc. will post 1.25 earnings per share for the current year.

Kinder Morgan Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 2nd will be issued a dividend of $0.2925 per share. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $1.17 dividend on an annualized basis and a yield of 4.0%. Kinder Morgan’s dividend payout ratio is 85.40%.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. UBS Group restated a “buy” rating and issued a $38.00 target price on shares of Kinder Morgan in a research note on Friday, December 12th. Stifel Nicolaus upped their price objective on Kinder Morgan from $29.00 to $30.00 and gave the company a “hold” rating in a research note on Tuesday, November 11th. Royal Bank Of Canada lifted their target price on Kinder Morgan from $28.00 to $30.00 and gave the stock a “sector perform” rating in a research note on Thursday, November 13th. Morgan Stanley set a $35.00 price target on shares of Kinder Morgan in a research report on Thursday. Finally, Jefferies Financial Group raised their price objective on shares of Kinder Morgan from $29.00 to $31.00 and gave the stock a “hold” rating in a report on Thursday. Eight investment analysts have rated the stock with a Buy rating and seven have issued a Hold rating to the stock. Based on data from MarketBeat, Kinder Morgan has an average rating of “Moderate Buy” and a consensus price target of $32.07.

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.