Analysts Set Expectations for Kinder Morgan FY2027 Earnings

Kinder Morgan, Inc. (NYSE:KMI) – Investment analysts at US Capital Advisors upped their FY2027 EPS estimates for Kinder Morgan in a note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now expects that the pipeline company will earn $1.36 per share for the year, up from their prior forecast of $1.34. The consensus estimate for Kinder Morgan’s current full-year earnings is $1.25 per share.

A number of other brokerages also recently issued reports on KMI. TD Cowen raised their target price on Kinder Morgan from $34.00 to $35.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Royal Bank Of Canada increased their price target on shares of Kinder Morgan from $28.00 to $30.00 and gave the company a “sector perform” rating in a research note on Thursday, November 13th. Stifel Nicolaus upped their price objective on Kinder Morgan from $29.00 to $30.00 and gave the company a “hold” rating in a report on Tuesday, November 11th. UBS Group reiterated a “buy” rating and set a $38.00 price target on shares of Kinder Morgan in a report on Friday, December 12th. Finally, Freedom Capital upgraded shares of Kinder Morgan from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 28th. Nine analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, Kinder Morgan has a consensus rating of “Moderate Buy” and a consensus price target of $32.38.

Kinder Morgan Stock Performance

Shares of Kinder Morgan stock opened at $30.53 on Thursday. The business’s 50 day moving average price is $27.90 and its 200 day moving average price is $27.38. The company has a market cap of $67.92 billion, a price-to-earnings ratio of 22.28, a PEG ratio of 2.50 and a beta of 0.70. 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 one year low of $23.94 and a one year high of $30.59.

Kinder Morgan (NYSE:KMI) last announced its quarterly earnings data on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.37 by $0.02. The company had revenue of $4.51 billion during the quarter, compared to analysts’ expectations of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. Kinder Morgan’s revenue was up 13.1% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.30 EPS.

Kinder Morgan Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 2nd will be paid a dividend of $0.2925 per share. The ex-dividend date is Monday, February 2nd. This represents a $1.17 dividend on an annualized basis and a dividend yield of 3.8%. Kinder Morgan’s payout ratio is presently 85.40%.

Insider Activity at Kinder Morgan

In other news, VP John W. Schlosser sold 6,166 shares of the firm’s stock in a transaction dated Monday, January 5th. The stock was sold at an average price of $27.49, for a total transaction of $169,503.34. Following the sale, the vice president owned 201,204 shares of the company’s stock, valued at approximately $5,531,097.96. This trade represents a 2.97% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director William A. Smith purchased 3,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was acquired 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 of the company’s stock, valued at $924,838.25. This represents a 10.68% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have sold 44,664 shares of company stock valued at $1,292,997 over the last quarter. 12.73% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several large investors have recently modified their holdings of the stock. Vanguard Group Inc. lifted its position in Kinder Morgan by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company’s stock valued at $5,780,637,000 after acquiring an additional 2,165,130 shares during the last quarter. Geode Capital Management LLC lifted its holdings in shares of Kinder Morgan by 1.2% in the 2nd quarter. Geode Capital Management LLC now owns 51,848,863 shares of the pipeline company’s stock valued at $1,518,195,000 after purchasing an additional 599,152 shares during the last quarter. Norges Bank purchased a new stake in shares of Kinder Morgan in the 2nd quarter valued at about $1,162,802,000. Orbis Allan Gray Ltd boosted its position in shares of Kinder Morgan by 3.1% in the 2nd quarter. Orbis Allan Gray Ltd now owns 22,635,179 shares of the pipeline company’s stock valued at $665,474,000 after purchasing an additional 670,856 shares during the period. Finally, Invesco Ltd. grew its stake in Kinder Morgan by 1.0% during the 3rd quarter. Invesco Ltd. now owns 22,165,368 shares of the pipeline company’s stock worth $627,502,000 after buying an additional 216,039 shares during the last quarter. Institutional investors and hedge funds 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: Shares just reached a 52‑week high, signaling strong buying interest and momentum following recent results and guidance. Kinder Morgan stock hits 52-week high
• Positive Sentiment: Analysts and forecasters are incrementally lifting estimates: US Capital Advisors raised FY2027 EPS expectations, and some firms have nudged price targets higher, supporting upside vs. consensus. MarketBeat KMI coverage
• Positive Sentiment: Q4 results (reported Jan. 21) beat EPS and revenue estimates and showed double‑digit revenue growth year‑over‑year, underpinning the stock’s momentum. MarketBeat earnings summary
• Positive Sentiment: KMI is being featured in dividend/income investor pieces and pipeline-stock buy lists, boosting demand from yield-focused investors (dividend ~3.8% and announced quarterly payout). 3 High-Yield Dividend Stocks
• Neutral Sentiment: Coverage and attention are high—Zacks and Yahoo highlight KMI as a trending name and note its strong five‑year total return—bringing more retail/institutional eyeballs but not new company fundamentals. Zacks trending stock piece
• Neutral Sentiment: Freedom Capital upgraded KMI from Sell to Hold with a $32 target—a constructive move but still a conservative rating that signals fair-value views rather than a strong buy signal. Freedom Capital upgrade
• Negative Sentiment: An insider (VP John Schlosser) sold ~6,166 shares recently; while not unusual, insider selling can create short‑term headwinds or raise questions for income‑sensitive investors. Insider sale 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.