1834 Investment Advisors Co. Has $6.93 Million Stake in Kinder Morgan, Inc. $KMI

Key Points

• Trimmed its position: 1834 Investment Advisors cut its Kinder Morgan stake by 15.3% in Q4, selling 45,569 shares and retaining 252,074 shares worth $6.93 million.
• Beat Q1 estimates and raised dividend: Kinder Morgan reported $4.83B in revenue and non‑GAAP EPS of $0.48, raised its quarterly dividend to $0.2975 (annualized yield ~3.8%), and cited the Monument acquisition plus a roughly $10.1B expansion backlog as growth catalysts.
• Insider and institutional activity: insiders sold 29,598 shares (~$952,572) over the last three months; institutional investors own 62.52% of the stock while insiders hold 12.72%.

1834 Investment Advisors Co. trimmed its position in shares of Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 15.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 252,074 shares of the pipeline company's stock after selling 45,569 shares during the period. 1834 Investment Advisors Co.'s holdings in Kinder Morgan were worth $6,930,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. grew its stake in shares of Kinder Morgan by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company's stock worth $5,780,637,000 after acquiring an additional 2,165,130 shares during the last quarter. Orbis Allan Gray Ltd boosted its holdings in 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. Invesco Ltd. grew 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 purchasing an additional 216,039 shares during the last quarter. Dimensional Fund Advisors LP increased its holdings in shares of Kinder Morgan by 1.3% during the 3rd quarter. Dimensional Fund Advisors LP now owns 16,551,759 shares of the pipeline company's stock worth $468,588,000 after purchasing an additional 205,820 shares during the period. Finally, Legal & General Group Plc raised its position in shares of Kinder Morgan by 1.4% during the third quarter. Legal & General Group Plc now owns 15,878,898 shares of the pipeline company's stock valued at $449,532,000 after buying an additional 213,741 shares during the last quarter. 62.52% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction dated Thursday, April 16th. The shares were sold at an average price of $31.72, for a total transaction of $49,166.00. Following the completion of the sale, the vice president owned 44,843 shares in the company, valued at $1,422,419.96. This trade represents a 3.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John W. Schlosser sold 6,166 shares of Kinder Morgan stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $33.67, for a total transaction of $207,609.22. Following the transaction, 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. Over the last three months, insiders have sold 29,598 shares of company stock valued at $952,572. 12.72% of the stock is owned by insiders.

Kinder Morgan News Roundup

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

• Positive Sentiment: KMI beat Q1 estimates: revenue rose ~13.8% YoY to $4.83B and non‑GAAP EPS of $0.48 topped consensus, driven by natural gas pipeline volumes and strong segment performance — a clear near‑term catalyst. KMI Q1 Deep Dive: Natural Gas Demand and Expansion Projects Drive Outperformance
• Positive Sentiment: KMI raised its quarterly dividend to $0.2975 (annualized yield ~3.8%) — signals cash‑flow confidence and supports income investors. This Pipeline Company Just Raised Its Dividend. AI Power Demand Is Fueling Growth.
• Positive Sentiment: Strategic growth: KMI announced it will acquire the Monument natural gas system and reported a sizable ~$$10.1B backlog for expansion projects — both support longer‑term EBITDA visibility. KMI to acquire Monument natural gas system as first-quarter income jumps 36%
• Positive Sentiment: Geopolitical and weather drivers boosted demand in Q1 (wartime-related gas demand and colder weather helped volumes), contributing to the beat. These are near‑term tailwinds for cash flow. The War With Iran is Fueling Substantially Higher Earnings for This High-Yielding Energy Stock
• Positive Sentiment: Analyst bullish views and investor pieces argue a re‑rating to higher targets (Seeking Alpha/MarketBeat pieces making the bull case), reinforcing upside narratives for longer‑term holders. Kinder Morgan: The Case To $40 Is Here (Rating Upgrade)
• Neutral Sentiment: Sector context: peers (Baker Hughes, Enterprise Products) reporting results or previews may shift relative valuation and sentiment in the group, indirectly affecting KMI. Baker Hughes Q1 Earnings Beat Estimates on IET Segment Strength
• Neutral Sentiment: Some reports note product/fuel volumes were weaker even as gas pipelines surged — mixed operational signals that could moderate enthusiasm until trends stabilize. Kinder Morgan (KMI) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Analyst downgrades/cuts: Jefferies trimmed its price target to $34 and moved to a "hold," and Wolfe Research cut KMI to Hold — these reduce near‑term analyst-driven upside. Benzinga - Jefferies price target cut
• Negative Sentiment: Conflicting analyst sentiment across outlets (some bullish, some cautious) can produce choppy trading as investors weigh strong results against conservative guidance/targets. Analysts Have Conflicting Sentiments on These Energy Companies: Kinder Morgan (KMI) and NexGen Energy (NXE)

Kinder Morgan Stock Down 0.1%

Shares of KMI opened at $31.72 on Monday. The company has a quick ratio of 0.50, a current ratio of 0.52 and a debt-to-equity ratio of 0.92. The company has a 50-day moving average price of $32.91 and a two-hundred day moving average price of $29.51. The stock has a market cap of $70.58 billion, a price-to-earnings ratio of 21.29, a P/E/G ratio of 2.80 and a beta of 0.64. Kinder Morgan, Inc. has a 12 month low of $25.60 and a 12 month high of $34.73.

Kinder Morgan (NYSE:KMI - Get Free Report) last released its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share for the quarter, beating the consensus estimate of $0.38 by $0.10. The company had revenue of $4.83 billion for the quarter, compared to analyst estimates of $4.55 billion. Kinder Morgan had a return on equity of 9.90% and a net margin of 18.92%.The company's revenue was up 13.8% compared to the same quarter last year. During the same period in the prior year, the company posted $0.34 EPS. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Equities analysts predict that Kinder Morgan, Inc. will post 1.45 EPS for the current fiscal year.

Kinder Morgan Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 4th will be paid a dividend of $0.2975 per share. This is an increase from Kinder Morgan's previous quarterly dividend of $0.29. This represents a $1.19 annualized dividend and a yield of 3.8%. The ex-dividend date is Monday, May 4th. Kinder Morgan's dividend payout ratio is currently 78.52%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on KMI. Royal Bank Of Canada increased their target price on shares of Kinder Morgan from $32.00 to $35.00 and gave the company a "sector perform" rating in a research note on Monday, March 30th. Citigroup upped their price target on Kinder Morgan from $28.00 to $33.00 and gave the company a "neutral" rating in a report on Monday, March 30th. Scotiabank raised their price objective on Kinder Morgan from $31.00 to $32.00 and gave the stock a "sector perform" rating in a research report on Thursday, March 26th. TD Cowen lifted their price objective on Kinder Morgan from $34.00 to $35.00 and gave the stock a "buy" rating in a report on Thursday, January 22nd. Finally, Freedom Capital upgraded Kinder Morgan from a "strong sell" rating to a "hold" rating in a research report on Wednesday, January 28th. Seven equities research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $34.20.

Kinder Morgan 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.

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