Q4 EPS Forecast for Kinder Morgan Cut by Analyst

Key Points

• US Capital Advisors cut Kinder Morgan’s Q4 2026 EPS forecast to $0.37 from $0.38, while estimating $1.43 in FY2027 earnings.
• Kinder Morgan recently beat quarterly expectations, reporting $0.35 EPS versus $0.33 consensus and $4.53 billion in revenue, up 9.3% year over year.
• Analyst sentiment remains moderately positive, with a consensus “Moderate Buy” rating and average price target of $36.85; the company also declared a quarterly dividend of $0.2975 per share, yielding about 3.5%.

Kinder Morgan, Inc. (NYSE:KMI - Free Report) - Equities researchers at US Capital Advisors cut their Q4 2026 earnings per share estimates for shares of Kinder Morgan in a research note issued to investors on Tuesday, October 27th. US Capital Advisors analyst J. Carreker now expects that the pipeline company will post earnings of $0.37 per share for the quarter, down from their previous estimate of $0.38. The consensus estimate for Kinder Morgan's current full-year earnings is $1.59 per share. US Capital Advisors also issued estimates for Kinder Morgan's Q1 2027 earnings at $0.38 EPS and FY2027 earnings at $1.43 EPS.

A number of other research firms also recently commented on KMI. Morgan Stanley increased their price objective on shares of Kinder Morgan from $38.00 to $40.00 and gave the stock an "equal weight" rating in a research note on Tuesday. Melius Research began coverage on Kinder Morgan in a research report on Tuesday, September 22nd. They issued a "buy" rating and a $38.00 target price on the stock. UBS Group reiterated a "buy" rating on shares of Kinder Morgan in a report on Tuesday. Jefferies Financial Group increased their price target on Kinder Morgan from $33.00 to $37.00 and gave the company a "hold" rating in a research report on Thursday, October 22nd. Finally, Mizuho raised their price target on Kinder Morgan from $37.00 to $39.00 and gave the company an "outperform" rating in a research note on Thursday, October 22nd. Twelve equities research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $36.85.

Kinder Morgan Stock Down 0.9%

Shares of KMI stock opened at $33.54 on Thursday. The firm's fifty day moving average price is $31.98 and its two-hundred day moving average price is $31.96. The company has a current ratio of 0.67, a quick ratio of 0.36 and a debt-to-equity ratio of 0.95. Kinder Morgan has a 1 year low of $25.60 and a 1 year high of $34.81. The firm has a market capitalization of $74.68 billion, a P/E ratio of 20.70, a PEG ratio of 2.36 and a beta of 0.59.

Kinder Morgan (NYSE:KMI - Get Free Report) last posted its quarterly earnings data on Wednesday, October 21st. The pipeline company reported $0.35 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.33 by $0.02. Kinder Morgan had a net margin of 19.64% and a return on equity of 10.84%. The company had revenue of $4.53 billion for the quarter, compared to the consensus estimate of $4.37 billion. During the same period last year, the company earned $0.29 earnings per share. The firm's revenue was up 9.3% compared to the same quarter last year.

Kinder Morgan Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Monday, November 2nd will be given a $0.2975 dividend. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend is Monday, November 2nd. Kinder Morgan's dividend payout ratio (DPR) is 73.46%.

Insider Activity at Kinder Morgan

In other news, VP Michael Garthwaite sold 1,550 shares of the business's stock in a transaction dated Friday, October 16th. The shares were sold at an average price of $33.65, for a total transaction of $52,157.50. Following the transaction, the vice president directly owned 47,313 shares in the company, valued at $1,592,082.45. The trade was a 3.17% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 12.72% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On Kinder Morgan

Hedge funds have recently bought and sold shares of the company. BlackRock Inc. raised its stake in Kinder Morgan by 1.1% in the second quarter. BlackRock Inc. now owns 175,834,246 shares of the pipeline company's stock valued at $5,621,421,000 after buying an additional 1,875,143 shares during the period. State Street Corp boosted its stake in shares of Kinder Morgan by 4.3% during the 2nd quarter. State Street Corp now owns 130,863,419 shares of the pipeline company's stock worth $4,183,704,000 after acquiring an additional 5,361,578 shares during the period. Bank of America Corp DE boosted its stake in shares of Kinder Morgan by 1.4% during the 1st quarter. Bank of America Corp DE now owns 62,018,394 shares of the pipeline company's stock worth $2,079,477,000 after acquiring an additional 836,571 shares during the period. Dimensional Fund Advisors LP boosted its stake in shares of Kinder Morgan by 2.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 17,237,384 shares of the pipeline company's stock worth $577,998,000 after acquiring an additional 448,130 shares during the period. Finally, Amundi increased its holdings in shares of Kinder Morgan by 5.8% during the 1st quarter. Amundi now owns 15,130,700 shares of the pipeline company's stock worth $507,332,000 after acquiring an additional 831,125 shares during the last quarter. 62.52% of the stock is currently owned by institutional investors and hedge funds.

Kinder Morgan News Roundup

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

• Positive Sentiment: Kinder Morgan reported third-quarter EPS of $0.35, ahead of the $0.33 consensus, while revenue increased 9.3% year over year to $4.53 billion. EPS rose 21% year over year, reinforcing the company’s operating momentum.
• Positive Sentiment: Management highlighted a record $14.4 billion project backlog, providing visibility into future pipeline growth and potentially supporting long-term cash flow. KMI Q3 Earnings Call Highlights Record Pipeline Backlog Growth
• Positive Sentiment: Several analysts raised their valuation targets, including Morgan Stanley to $40 from $38, US Capital Advisors to $39 from $38 and Scotiabank to $34 from $32. The higher targets suggest some analysts see additional upside after the earnings report.
• Positive Sentiment: US Capital Advisors increased its FY2026 EPS forecast to $1.57 from $1.53 and lifted its third-quarter 2027 estimate to $0.34 from $0.33, modestly improving the near-term earnings outlook.
• Neutral Sentiment: Natural gas remains inexpensive and plentiful, but converting that supply into electricity for artificial-intelligence data centers depends on turbines, pipelines and grid approvals. This could create long-term infrastructure opportunities for KMI, though execution and regulatory hurdles remain.
• Neutral Sentiment: Analyst opinion remains mixed: Morgan Stanley maintains an Equal Weight rating, Stifel retains Hold, and other coverage points to generally optimistic but not unanimous sentiment. Is Kinder Morgan a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Management’s roughly $400 million of favorable 2026 earnings contributions raise questions about how much growth will carry into 2027. US Capital Advisors also reduced its FY2028 EPS estimate to $1.41 from $1.49.
• Negative Sentiment: Dividend-focused coverage flags KMI’s approximately 3.4% yield, debt burden and capital-spending requirements as potential drawbacks relative to ONEOK, which offers a higher yield. These concerns could weigh on income-oriented investors.

Kinder Morgan Company Profile

Kinder Morgan, Inc NYSE: KMI is an energy infrastructure company that owns and operates pipelines, terminals, and other transportation and storage facilities. Its systems primarily support the movement, processing, and storage of natural gas, crude oil, refined petroleum products, and other energy commodities.

The company's natural gas business transports and stores natural gas for utilities, power generators, industrial customers, and other energy companies. Kinder Morgan also operates refined products and crude oil pipelines, liquids terminals, and carbon dioxide infrastructure.

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