Berkley W R Corp Has $80.32 Million Stock Holdings in Kinder Morgan, Inc. $KMI

Key Points

• Berkley W R Corp cut its stake in Kinder Morgan by 57.2% in Q3 and now holds 2,837,206 shares worth $80.32 million, making KMI its third‑largest position at 4.6% of the portfolio.
• Other institutions boosted exposure—Norges Bank initiated a roughly $1.16 billion stake and AQR increased its holding by 431.9% to 6.57 million shares—leaving institutional ownership at about 62.52%.
• Analysts have a consensus of "Moderate Buy" with an average price target of $33.38; KMI trades near $33.40, pays a $1.17 annual dividend (~3.5% yield), and recently posted a revenue beat with 13.1% year‑over‑year growth.

Berkley W R Corp lowered its stake in Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 57.2% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 2,837,206 shares of the pipeline company's stock after selling 3,787,794 shares during the quarter. Kinder Morgan makes up 4.6% of Berkley W R Corp's investment portfolio, making the stock its 3rd largest position. Berkley W R Corp owned about 0.13% of Kinder Morgan worth $80,321,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Norges Bank bought a new stake in Kinder Morgan during the second quarter valued at $1,162,802,000. AQR Capital Management LLC increased its stake in Kinder Morgan by 431.9% in the 3rd quarter. AQR Capital Management LLC now owns 6,569,082 shares of the pipeline company's stock worth $185,971,000 after acquiring an additional 5,333,986 shares during the last quarter. Merewether Investment Management LP purchased a new stake in shares of Kinder Morgan in the 2nd quarter valued at about $138,477,000. 59 North Capital Management LP boosted its position in shares of Kinder Morgan by 54.5% during the 2nd quarter. 59 North Capital Management LP now owns 10,597,380 shares of the pipeline company's stock valued at $311,563,000 after acquiring an additional 3,739,398 shares during the last quarter. Finally, Marshall Wace LLP boosted its position in shares of Kinder Morgan by 364.8% during the 2nd quarter. Marshall Wace LLP now owns 4,165,348 shares of the pipeline company's stock valued at $122,461,000 after acquiring an additional 3,269,284 shares during the last quarter. Hedge funds and other 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: 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

Analyst Ratings Changes

Several equities research analysts have issued reports on the stock. Freedom Capital upgraded shares of Kinder Morgan from a "strong sell" rating to a "hold" rating in a research report on Wednesday, January 28th. Jefferies Financial Group increased their price target on shares of Kinder Morgan from $29.00 to $31.00 and gave the stock a "hold" rating in a report on Thursday, January 22nd. Wells Fargo & Company raised their price objective on shares of Kinder Morgan from $34.00 to $35.00 and gave the company an "overweight" rating in a research report on Friday. UBS Group reaffirmed a "buy" rating and set a $38.00 price objective on shares of Kinder Morgan in a report on Friday, December 12th. Finally, Barclays reiterated an "overweight" rating on shares of Kinder Morgan in a research report on Friday, February 20th. Eight equities research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and an average price target of $33.38.

Kinder Morgan Trading Up 0.1%

NYSE KMI opened at $33.40 on Friday. The firm has a market cap of $74.30 billion, a PE ratio of 24.38, a price-to-earnings-growth ratio of 3.08 and a beta of 0.68. Kinder Morgan, Inc. has a 1-year low of $23.94 and a 1-year high of $34.24. The stock has a 50-day moving average of $30.73 and a 200-day moving average of $28.37. The company has a current ratio of 0.64, a quick ratio of 0.50 and a debt-to-equity ratio of 0.95.

Kinder Morgan (NYSE:KMI - Get Free Report) last posted its quarterly 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 business had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. Kinder Morgan had a return on equity of 9.02% and a net margin of 18.04%.Kinder Morgan's revenue for the quarter was up 13.1% compared to the same quarter last year. During the same period last year, the company earned $0.30 EPS. As a group, sell-side analysts forecast that Kinder Morgan, Inc. will post 1.25 EPS for the current year.

Kinder Morgan Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Investors of record on Monday, February 2nd were paid a $0.2925 dividend. This represents a $1.17 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend was Monday, February 2nd. Kinder Morgan's payout ratio is presently 85.40%.

Insider Activity

In other Kinder Morgan news, VP John W. Schlosser sold 6,166 shares of the business's stock in a transaction dated Thursday, March 5th. The shares were sold at an average price of $33.67, for a total value of $207,609.22. Following the transaction, the vice president owned 188,872 shares in the company, valued at approximately $6,359,320.24. The trade was a 3.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director William A. Smith acquired 3,000 shares of the stock in a transaction dated Monday, February 2nd. The shares were purchased at an average cost of $29.75 per share, with a total value of $89,250.00. Following the completion of the purchase, the director owned 31,087 shares of the company's stock, valued at approximately $924,838.25. The trade was a 10.68% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have sold 46,498 shares of company stock valued at $1,418,248. 12.73% of the stock is owned by corporate insiders.

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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