Kinder Morgan, Inc. $KMI Position Increased by Universal Beteiligungs und Servicegesellschaft mbH

Key Points

• Universal Beteiligungs und Servicegesellschaft mbH increased its stake in Kinder Morgan by 23.2% to 1,005,416 shares, valued at about $27.545 million at the end of the quarter.
• Q1 beat but guidance mixed: Kinder Morgan reported $0.48 EPS vs. $0.38 est. and $4.83B revenue (up 13.8% y/y), yet set FY2026 EPS guidance of $1.36 slightly below consensus, and raised the quarterly dividend to $0.2975 (annual $1.19, ~3.8% yield).
• Institutional and insider activity: Large funds (AQR, Merewether, Zimmer, Amundi) added significant positions leaving institutions with 62.52% ownership, while insiders sold 29,598 shares over the past three months and now own 12.72%.

Universal Beteiligungs und Servicegesellschaft mbH boosted its position in shares of Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 23.2% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 1,005,416 shares of the pipeline company's stock after purchasing an additional 189,080 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH's holdings in Kinder Morgan were worth $27,545,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. AQR Capital Management LLC lifted its holdings in shares of Kinder Morgan by 431.9% during the 3rd quarter. AQR Capital Management LLC now owns 6,569,082 shares of the pipeline company's stock valued at $185,971,000 after buying an additional 5,333,986 shares during the last quarter. Merewether Investment Management LP acquired a new position in Kinder Morgan in the second quarter worth approximately $138,477,000. Zimmer Partners LP increased its holdings in Kinder Morgan by 177.8% in the third quarter. Zimmer Partners LP now owns 6,070,100 shares of the pipeline company's stock worth $171,845,000 after buying an additional 3,885,000 shares during the last quarter. Holocene Advisors LP bought a new position in Kinder Morgan during the third quarter valued at approximately $77,662,000. Finally, Amundi lifted its stake in Kinder Morgan by 21.1% in the third quarter. Amundi now owns 11,882,500 shares of the pipeline company's stock valued at $331,878,000 after acquiring an additional 2,069,960 shares during the last quarter. Hedge funds and other institutional investors own 62.52% of the company's stock.

Insider Activity

In related news, VP Michael P. Garthwaite sold 1,550 shares of the business's stock in a transaction dated Thursday, April 16th. The stock was sold at an average price of $31.72, for a total transaction of $49,166.00. Following the completion of the transaction, the vice president owned 44,843 shares of the company's stock, valued at approximately $1,422,419.96. The trade was a 3.34% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John W. Schlosser sold 6,166 shares of the stock in a transaction that occurred on Monday, April 6th. The shares were sold at an average price of $32.93, for a total value of $203,046.38. Following the sale, the vice president owned 182,706 shares of the company's stock, valued at approximately $6,016,508.58. The trade was a 3.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 29,598 shares of company stock valued at $952,572 over the last three months. 12.72% of the stock is currently owned by insiders.

Kinder Morgan Trading Down 0.4%

Shares of KMI stock opened at $31.70 on Friday. Kinder Morgan, Inc. has a 12 month low of $25.60 and a 12 month high of $34.73. The company has a market cap of $70.52 billion, a PE ratio of 21.27, a price-to-earnings-growth ratio of 2.89 and a beta of 0.64. 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 business's 50 day moving average is $32.92 and its two-hundred day moving average is $29.46.

Kinder Morgan (NYSE:KMI - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 earnings per share for the quarter, topping analysts' consensus estimates of $0.38 by $0.10. The business had revenue of $4.83 billion during the quarter, compared to analysts' expectations of $4.55 billion. Kinder Morgan had a net margin of 18.92% and a return on equity of 9.93%. Kinder Morgan's revenue for the quarter was up 13.8% on a year-over-year basis. During the same period in the previous year, the company earned $0.34 earnings per share. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Equities analysts predict that Kinder Morgan, Inc. will post 1.4 EPS for the current year.

Kinder Morgan Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Monday, May 4th will be given a dividend of $0.2975 per share. The ex-dividend date of this dividend is Monday, May 4th. This represents a $1.19 dividend on an annualized basis and a yield of 3.8%. This is a positive change from Kinder Morgan's previous quarterly dividend of $0.29. Kinder Morgan's dividend payout ratio (DPR) is presently 85.40%.

Analyst Ratings Changes

Several research firms have commented on KMI. Freedom Capital raised shares of Kinder Morgan from a "strong sell" rating to a "hold" rating in a research report on Wednesday, January 28th. Citigroup lifted their price objective on shares of Kinder Morgan from $28.00 to $33.00 and gave the company a "neutral" rating in a research note on Monday, March 30th. Mizuho upped their price objective on shares of Kinder Morgan from $31.00 to $37.00 and gave the stock an "outperform" rating in a report on Thursday, March 5th. Stifel Nicolaus increased their target price on shares of Kinder Morgan from $30.00 to $33.00 and gave the stock a "hold" rating in a research report on Friday, March 13th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of Kinder Morgan in a report on Tuesday. Seven research analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and a consensus target price of $34.20.

Key Headlines Impacting Kinder Morgan

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

• Positive Sentiment: Q1 beat — KMI posted Q1 revenue and EPS above Street expectations (non‑GAAP EPS $0.48 vs. $0.38 est.), driven by stronger natural‑gas pipeline volumes and a $10.1B backlog, underpinning today’s bullish reaction. Pipeline operator Kinder Morgan beats first-quarter profit estimates
• Positive Sentiment: Dividend raised — the board approved a quarterly payout of $0.2975 (up ~1.7% q/q), boosting the yield to roughly 3.7% and supporting income‑investor demand. Kinder Morgan Reports First Quarter 2026 Financial Results
• Positive Sentiment: Acquisition and cashflow strength — KMI agreed to acquire the Monument natural‑gas system and reported first‑quarter income up ~36%, signaling steadier cash flow to support dividends and projects. KMI to acquire Monument natural gas system as first-quarter income jumps 36%
• Positive Sentiment: Weather and demand tailwinds — cold weather (Storm Fern) materially increased natural‑gas sales volumes and helped Q1 results; management highlighted stronger gas demand that helped offset weakness in some product volumes. Kinder Morgan: Thank Storm Fern And All Of The Cold Weather After That
• Positive Sentiment: Longer‑term demand angle — coverage notes that rising power demand from AI/data centers could support pipeline and power‑related volumes, a structural growth argument investors are citing alongside the dividend lift. This Pipeline Company Just Raised Its Dividend. AI Power Demand Is Fueling Growth.
• Neutral Sentiment: Bullish research pieces — a few buy/upgrade-style writeups argue a path to higher targets (e.g., $40 by some bulls), but these are opinion pieces and don’t change the company’s near-term fundamentals. Kinder Morgan: The Case To $40 Is Here (Rating Upgrade)
• Negative Sentiment: Guidance slightly below consensus — KMI set FY‑2026 EPS guidance at $1.36 (management’s midpoint), under the roughly $1.39 consensus, which caps upside and is being cited by cautious investors. KMI Q1 Deep Dive: Natural Gas Demand and Expansion Projects Drive Outperformance
• Negative Sentiment: Analyst downgrades/price‑target cuts — Wolfe Research cut KMI from strong‑buy to hold and Jefferies trimmed its target (to $34) and/or ratings to hold, reducing buy‑side conviction despite the quarter. Kinder Morgan NYSE: KMI Cut to Hold at Wolfe Research Jefferies price-target note

About Kinder Morgan

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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