Cinctive Capital Management LP Has $27.69 Million Stock Holdings in Kinder Morgan, Inc. $KMI

Key Points

• Cinctive Capital raised its Kinder Morgan stake 60.8% in Q3 to 978,015 shares worth about $27.69 million, making KMI its 7th-largest holding (1.3% of the portfolio) while institutional investors own 62.52% of the stock.
• Analysts are moderately positive on KMI (consensus "Moderate Buy" with a $33.38 average target); several firms raised targets (e.g., UBS $38, Wells Fargo $35) and analysts note a potential tailwind from AI/data‑center driven natural‑gas demand.
• Kinder Morgan pays a quarterly dividend of $0.2925 ($1.17 annualized, ~3.5% yield) with a high payout ratio of 85.4%, and insiders sold roughly 46,498 shares (~$1.42M) last quarter though they still own 12.73% of the company.

Cinctive Capital Management LP raised its position in shares of Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 60.8% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 978,015 shares of the pipeline company's stock after buying an additional 369,915 shares during the quarter. Kinder Morgan comprises 1.3% of Cinctive Capital Management LP's portfolio, making the stock its 7th largest position. Cinctive Capital Management LP's holdings in Kinder Morgan were worth $27,688,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Golden State Equity Partners raised its position in shares of Kinder Morgan by 2.2% during the 3rd quarter. Golden State Equity Partners now owns 17,131 shares of the pipeline company's stock valued at $485,000 after acquiring an additional 368 shares in the last quarter. Fiduciary Financial Group LLC raised its holdings in shares of Kinder Morgan by 2.6% during the third quarter. Fiduciary Financial Group LLC now owns 15,439 shares of the pipeline company's stock worth $437,000 after purchasing an additional 392 shares during the period. MBM Wealth Consultants LLC lifted its position in shares of Kinder Morgan by 2.8% in the 2nd quarter. MBM Wealth Consultants LLC now owns 14,462 shares of the pipeline company's stock worth $425,000 after buying an additional 393 shares during the last quarter. L2 Asset Management LLC boosted its holdings in shares of Kinder Morgan by 4.8% in the 2nd quarter. L2 Asset Management LLC now owns 8,689 shares of the pipeline company's stock valued at $255,000 after buying an additional 401 shares during the period. Finally, Tradewinds Capital Management LLC grew its position in shares of Kinder Morgan by 11.1% during the 3rd quarter. Tradewinds Capital Management LLC now owns 4,013 shares of the pipeline company's stock valued at $114,000 after buying an additional 401 shares during the last quarter. Institutional investors and hedge funds own 62.52% of the company's stock.

More Kinder Morgan News

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

Analysts Set New Price Targets

A number of equities analysts have issued reports on the stock. Stifel Nicolaus raised their target price on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a "hold" rating in a report on Friday. UBS Group reaffirmed a "buy" rating and set a $38.00 target price on shares of Kinder Morgan in a report on Friday, December 12th. Morgan Stanley increased their price target on Kinder Morgan from $34.00 to $36.00 and gave the stock an "equal weight" rating in a research report on Tuesday, March 3rd. Royal Bank Of Canada boosted their price objective on Kinder Morgan from $30.00 to $32.00 and gave the company a "sector perform" rating in a research report on Friday, February 27th. Finally, Freedom Capital upgraded Kinder Morgan from a "strong sell" rating to a "hold" rating in a research note on Wednesday, January 28th. Eight analysts have rated the stock with a Buy rating and seven have given a Hold rating to the stock. Based on data from MarketBeat.com, Kinder Morgan has an average rating of "Moderate Buy" and a consensus target price of $33.38.

Insiders Place Their Bets

In related news, CFO David Patrick Michels sold 20,000 shares of Kinder Morgan stock in a transaction dated Thursday, January 22nd. The shares were sold at an average price of $30.00, for a total transaction of $600,000.00. Following the sale, the chief financial officer directly owned 139,428 shares in the company, valued at $4,182,840. The trade was a 12.54% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, VP Anthony B. Ashley sold 8,000 shares of the company'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 directly owned 100,146 shares of the company's stock, valued at $3,199,664.70. The trade was a 7.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 46,498 shares of company stock worth $1,418,248. Insiders own 12.73% of the company's stock.

Kinder Morgan Trading Up 0.1%

Kinder Morgan stock opened at $33.40 on Friday. Kinder Morgan, Inc. has a 52-week low of $23.94 and a 52-week high of $34.24. The company has a quick ratio of 0.50, a current ratio of 0.64 and a debt-to-equity ratio of 0.95. The firm has a market capitalization of $74.30 billion, a price-to-earnings ratio of 24.38, a PEG ratio of 3.08 and a beta of 0.68. The firm has a 50-day moving average price of $30.73 and a two-hundred day moving average price of $28.37.

Kinder Morgan (NYSE:KMI - Get Free Report) last announced its quarterly earnings results on Wednesday, January 21st. The pipeline company reported $0.39 EPS for the quarter, beating the consensus estimate of $0.37 by $0.02. The company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. Kinder Morgan's revenue was up 13.1% compared to the same quarter last year. During the same quarter last year, the business earned $0.30 earnings per share. Sell-side analysts expect that Kinder Morgan, Inc. will post 1.25 earnings per share for the current year.

Kinder Morgan Dividend Announcement

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

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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