Q1 EPS Estimates for Kinder Morgan Boosted by Analyst

Kinder Morgan, Inc. (NYSE:KMI) – Equities researchers at US Capital Advisors raised their Q1 2026 EPS estimates for shares of Kinder Morgan in a research note issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings per share of $0.34 for the quarter, up from their prior estimate of $0.33. The consensus estimate for Kinder Morgan’s current full-year earnings is $1.25 per share. US Capital Advisors also issued estimates for Kinder Morgan’s Q2 2026 earnings at $0.30 EPS, Q3 2026 earnings at $0.31 EPS and FY2026 earnings at $1.28 EPS.

Several other research firms have also recently weighed in on KMI. Jefferies Financial Group increased their price objective on Kinder Morgan from $29.00 to $31.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Morgan Stanley reissued a “buy” rating on shares of Kinder Morgan in a report on Friday, January 30th. Weiss Ratings restated a “buy (b)” rating on shares of Kinder Morgan in a report on Thursday, January 22nd. UBS Group reiterated a “buy” rating and issued a $38.00 target price on shares of Kinder Morgan in a research note on Friday, December 12th. Finally, Royal Bank Of Canada boosted their price target on Kinder Morgan from $28.00 to $30.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Nine equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $32.38.

Kinder Morgan Price Performance

NYSE KMI opened at $30.31 on Wednesday. The stock has a market capitalization of $67.43 billion, a PE ratio of 22.12, a P/E/G ratio of 2.47 and a beta of 0.70. The stock has a 50-day simple moving average of $27.83 and a 200 day simple moving average of $27.36. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.49 and a current ratio of 0.64. Kinder Morgan has a twelve month low of $23.94 and a twelve month high of $30.57.

Kinder Morgan (NYSE:KMI) last released its earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.37 by $0.02. The firm had revenue of $4.51 billion during the quarter, compared to analyst estimates of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The business’s revenue was up 13.1% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.30 EPS.

Kinder Morgan Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 2nd will be paid a $0.2925 dividend. The ex-dividend date of this dividend is Monday, February 2nd. This represents a $1.17 annualized dividend and a yield of 3.9%. Kinder Morgan’s payout ratio is currently 85.40%.

Insiders Place Their Bets

In other Kinder Morgan news, VP John W. Schlosser sold 6,166 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $27.49, for a total transaction of $169,503.34. Following the completion of the transaction, the vice president directly owned 201,204 shares in the company, valued at $5,531,097.96. This represents a 2.97% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director William A. Smith bought 3,000 shares of Kinder Morgan stock in a transaction dated Monday, February 2nd. The stock was purchased at an average price of $29.75 per share, for a total transaction of $89,250.00. Following the purchase, the director directly owned 31,087 shares in the company, valued at $924,838.25. This represents a 10.68% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 44,664 shares of company stock worth $1,292,997 over the last three months. 12.73% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Institutional investors have recently modified their holdings of the company. LFA Lugano Financial Advisors SA bought a new position in Kinder Morgan in the 2nd quarter valued at $26,000. Board of the Pension Protection Fund acquired a new stake in shares of Kinder Morgan in the fourth quarter valued at $27,000. Dorato Capital Management bought a new position in shares of Kinder Morgan in the fourth quarter valued at about $30,000. Strategic Advocates LLC acquired a new position in Kinder Morgan during the 3rd quarter worth about $32,000. Finally, Torren Management LLC bought a new stake in Kinder Morgan during the 4th quarter worth about $32,000. Institutional investors own 62.52% of the company’s stock.

Key Headlines Impacting Kinder Morgan

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

• Positive Sentiment: US Capital Advisors raised near‑term and full‑year EPS forecasts (Q1/Q2/Q3 and FY2026/FY2027 increases), signaling improved analyst expectations for earnings that can support the stock. MarketBeat KMI
• Positive Sentiment: A Kinder Morgan director, William Smith, purchased 3,000 shares at ~$29.75 on Feb 2 (a ~10.7% increase in his holdings), which is typically seen as a bullish insider signal. Director Purchase Article
• Positive Sentiment: Q4 results (announced Jan 21) topped estimates: $0.39 EPS vs. $0.37 consensus and revenue of $4.51B vs. $4.33B — showing solid margin and revenue growth that underpins analyst upgrades and investor confidence. Earnings Summary
• Neutral Sentiment: Kinder Morgan declared a quarterly dividend of $0.2925 (annualized $1.17, ~3.9% yield) with an ex‑dividend/record timeline in early February — supports income investors but reflects a high payout ratio (~85%). Dividend Notice
• Neutral Sentiment: Analyst coverage remains generally positive: consensus is a “Moderate Buy” with an average target (~$32.38); some firms have nudged targets modestly up or down — useful context but not a near‑term catalyst by itself. Analyst Coverage
• Neutral Sentiment: Institutional ownership is high (~62.5%) with a mix of small inflows and position adjustments reported — steady long‑term interest but not an immediate price driver. Institutional Positions
• Negative Sentiment: VP John W. Schlosser sold 6,166 shares at ~$30.09 on Feb 5 (~$185.5k), reducing his stake by ~3.06%; insider sales can create short‑term selling pressure or signal liquidity needs. Insider Sale SEC Filing

Kinder Morgan Company 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.