US Capital Advisors Weighs in on Kinder Morgan Q1 Earnings

Kinder Morgan, Inc. (NYSE:KMI) – Equities researchers at US Capital Advisors boosted their Q1 2026 earnings per share estimates for Kinder Morgan in a research report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will earn $0.35 per share for the quarter, up from their prior estimate of $0.34. 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 $0.31 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.37 EPS, FY2026 earnings at $1.34 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.31 EPS, Q3 2027 earnings at $0.32 EPS and Q4 2027 earnings at $0.37 EPS.

KMI has been the topic of several other reports. Jefferies Financial Group upped their price objective on Kinder Morgan from $31.00 to $36.00 and gave the stock a “hold” rating in a report on Tuesday. Weiss Ratings reissued a “buy (b)” rating on shares of Kinder Morgan in a report on Thursday, January 22nd. Truist Financial began coverage on shares of Kinder Morgan in a research note on Tuesday. They set a “hold” rating and a $38.00 price target on the stock. Royal Bank Of Canada lifted their price objective on shares of Kinder Morgan from $30.00 to $32.00 and gave the stock a “sector perform” rating in a research note on Friday, February 27th. Finally, UBS Group restated a “buy” rating and issued a $38.00 target price on shares of Kinder Morgan in a report on Friday, December 12th. Eight analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Kinder Morgan presently has an average rating of “Moderate Buy” and a consensus price target of $34.14.

Kinder Morgan Stock Performance

Shares of NYSE KMI opened at $33.98 on Tuesday. Kinder Morgan has a 52-week low of $23.94 and a 52-week high of $34.26. 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 firm’s fifty day moving average is $31.71 and its two-hundred day moving average is $28.74. The company has a market cap of $75.59 billion, a P/E ratio of 24.80, a P/E/G ratio of 3.11 and a beta of 0.68.

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

Kinder Morgan Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 2nd were paid a dividend of $0.2925 per share. This represents a $1.17 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date of this dividend was Monday, February 2nd. Kinder Morgan’s dividend payout ratio (DPR) is currently 85.40%.

Insider Activity at Kinder Morgan

In other news, CFO David Patrick Michels sold 20,000 shares of Kinder Morgan stock in a transaction on Thursday, January 22nd. The stock was sold at an average price of $30.00, for a total transaction of $600,000.00. Following the completion of the sale, the chief financial officer directly owned 139,428 shares in the company, valued at approximately $4,182,840. This trade represents a 12.54% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP John W. Schlosser sold 6,166 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $33.67, for a total transaction of $207,609.22. Following the sale, the vice president directly owned 188,872 shares of the company’s stock, valued at $6,359,320.24. This represents a 3.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 48,048 shares of company stock worth $1,469,863 over the last quarter. 12.73% of the stock is owned by insiders.

Institutional Investors Weigh In On Kinder Morgan

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Davis Capital Management purchased a new position in Kinder Morgan during the third quarter valued at approximately $1,426,000. Providence Capital Advisors LLC bought a new stake in Kinder Morgan during the 3rd quarter valued at $2,674,000. Meixler Investment Management Ltd. purchased a new position in shares of Kinder Morgan in the 3rd quarter valued at $1,882,000. HighTower Advisors LLC raised its position in shares of Kinder Morgan by 3.9% in the 3rd quarter. HighTower Advisors LLC now owns 1,231,845 shares of the pipeline company’s stock worth $34,874,000 after acquiring an additional 46,396 shares in the last quarter. Finally, Kayne Anderson Capital Advisors LP raised its position in shares of Kinder Morgan by 15.6% in the 3rd quarter. Kayne Anderson Capital Advisors LP now owns 12,452,111 shares of the pipeline company’s stock worth $352,519,000 after acquiring an additional 1,682,241 shares in the last quarter. Institutional investors own 62.52% of the company’s stock.

Kinder Morgan News Roundup

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

• Positive Sentiment: Shares reached a 52‑week high near $34.25, signaling strong buying interest and momentum. Kinder Morgan stock hits 52-week high at $34.25
• Positive Sentiment: Analyst adjustments are lifting the outlook: Jefferies raised its price target from $31 to $36, trimming downside risk and supporting the rally. Jefferies raises price target
• Positive Sentiment: US Capital Advisors increased multiple quarterly and full‑year EPS forecasts (FY2026 raised toward ~$1.34 and FY2028 projections cited higher), improving forward earnings expectations and reinforcing buyer interest.
• Positive Sentiment: Operationally positive: Phillips 66 and Kinder Morgan extended the second open season for remaining Western Gateway pipeline capacity — a commercial development that can support future fee‑based volumes and revenue. Phillips 66 and Kinder Morgan announce extension of second open season
• Neutral Sentiment: Truist initiated coverage with a “Hold” rating but a $38 price target — a vote of confidence on valuation (PT implies upside) while keeping a neutral stance on near‑term outperformance. Truist initiates coverage with hold
• Neutral Sentiment: Market commentary and investor attention pieces (Zacks/Yahoo) are driving scans of KMI by retail and institutional investors, increasing volume but not adding a clear directional catalyst. KMI attracting investor attention (Zacks)
• Neutral Sentiment: Earnings preview coverage notes analysts expect modest single‑digit profit growth in upcoming quarterly results — an important near‑term event that will likely drive volatility around the report. Earnings preview (Barchart)
• Negative Sentiment: Some outlets highlight conflicting analyst views on energy names (including KMI), reflecting divergent opinions on growth vs. valuation — a source of caution for investors who prefer consensus clarity. Analysts have conflicting sentiments on Kinder Morgan

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.