Banco Bilbao Vizcaya Argentaria S.A. Increases Position in Kinder Morgan, Inc. $KMI

Banco Bilbao Vizcaya Argentaria S.A. boosted its position in Kinder Morgan, Inc. (NYSE:KMI) by 2.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 590,248 shares of the pipeline company’s stock after acquiring an additional 16,038 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Kinder Morgan were worth $16,710,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of Kinder Morgan by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 208,116,318 shares of the pipeline company’s stock worth $5,891,773,000 after purchasing an additional 896,837 shares in the last quarter. Norges Bank purchased a new position in shares of Kinder Morgan during the 2nd quarter valued at about $1,162,802,000. Orbis Allan Gray Ltd raised its holdings in shares of Kinder Morgan by 3.1% during 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 buying an additional 670,856 shares in the last quarter. Invesco Ltd. lifted its position in Kinder Morgan by 1.0% in 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. Finally, Dimensional Fund Advisors LP lifted its position in Kinder Morgan by 1.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 16,551,759 shares of the pipeline company’s stock worth $468,588,000 after buying an additional 205,820 shares during the last quarter. Institutional investors own 62.52% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have commented on KMI. Wells Fargo & Company increased their price target on shares of Kinder Morgan from $34.00 to $35.00 and gave the company an “overweight” rating in a research report on Friday. Stifel Nicolaus boosted their price objective on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a “hold” rating in a report on Friday. Jefferies Financial Group upped their price objective on shares of Kinder Morgan from $29.00 to $31.00 and gave the company a “hold” rating in a research note on Thursday, January 22nd. Barclays reaffirmed an “overweight” rating on shares of Kinder Morgan in a report on Friday, February 20th. Finally, Freedom Capital raised shares of Kinder Morgan from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 28th. Eight investment analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $33.38.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: Wells Fargo raised its price target to $35 and kept an overweight rating, signaling roughly 4.8% upside from current levels and giving the stock a bullish catalyst. Wells Fargo price target raise
• Positive Sentiment: Analysis pieces highlight a potential tailwind from the AI/data‑center buildout, which is increasing on‑site power demand and could boost natural‑gas consumption and pipeline volumes — a medium-term demand positive for KMI. Data Center Boom Drives Natural Gas Use
• Positive Sentiment: Zacks and Yahoo Finance note KMI is a “trending” stock among retail readers, which can increase order flow and short‑term liquidity and keep the name in focus for investors. KMI Trending Stock (Zacks)
• Neutral Sentiment: Coverage highlighting long‑term historical returns (e.g., Benzinga’s “If you invested $1,000…” retrospective) can attract buy‑and‑hold investors but is unlikely to change near‑term fundamentals. 5‑Year Performance Retrospective
• Neutral Sentiment: Forbes’ billionaire list mentions (Kinder family wealth rising) generate positive PR but have limited direct impact on operations or cash flow. Forbes 2026 World’s Billionaires
• Negative Sentiment: Stifel raised its target to $33 but kept a hold rating; that target implies limited or slight downside from current prices and reflects caution among some analysts about meaningful near‑term upside. Stifel price target raise

Insider Activity at Kinder Morgan

In related news, CFO David Patrick Michels sold 20,000 shares of the stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $30.00, for a total value of $600,000.00. Following the completion of the transaction, the chief financial officer directly owned 139,428 shares of the company’s stock, valued at $4,182,840. This represents a 12.54% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, VP Anthony B. Ashley sold 8,000 shares of the firm’s stock in a transaction dated Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total transaction of $255,600.00. Following the completion of the sale, the vice president owned 100,146 shares of the company’s stock, valued at $3,199,664.70. This trade represents a 7.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 46,498 shares of company stock worth $1,418,248 over the last ninety days. Corporate insiders own 12.73% of the company’s stock.

Kinder Morgan Stock Performance

Shares of KMI stock opened at $33.40 on Monday. The company has a market capitalization of $74.30 billion, a P/E ratio of 24.38, a PEG ratio of 3.08 and a beta of 0.68. Kinder Morgan, Inc. has a fifty-two week low of $23.94 and a fifty-two week high of $34.24. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.50 and a current ratio of 0.64. The stock has a 50 day moving average price of $30.73 and a two-hundred day moving average price of $28.38.

Kinder Morgan (NYSE:KMI) last issued its earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.37 by $0.02. The firm had revenue of $4.51 billion for 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%. The business’s revenue was up 13.1% on a year-over-year basis. During the same quarter last year, the business earned $0.30 earnings per share. Analysts expect that Kinder Morgan, Inc. will post 1.25 earnings per share for the current year.

Kinder Morgan Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 2nd were given a dividend of $0.2925 per share. The ex-dividend date was Monday, February 2nd. This represents a $1.17 annualized dividend and a dividend yield of 3.5%. Kinder Morgan’s payout ratio is currently 85.40%.

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.