Kinder Morgan, Inc. $KMI Shares Acquired by Benjamin Edwards Inc.

Key Points

• Benjamin Edwards Inc. raised its stake in Kinder Morgan by 14.4% in Q4 to 467,434 shares (about $12.85M), and institutional investors/hedge funds now own roughly 62.52% of the company.
• Q1 results beat expectations with $0.48 EPS vs. $0.38 est. and $4.83B revenue, and the company raised its quarterly dividend to $0.2975 ($1.19 annualized, ~3.7% yield; ex-dividend May 4).
• A worker lawsuit over a recent pipeline explosion and insider selling of ~29,598 shares (≈$952.6K) are near-term legal and reputational risks for the stock.

Benjamin Edwards Inc. lifted its stake in shares of Kinder Morgan, Inc. (NYSE:KMI - Free Report) by 14.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 467,434 shares of the pipeline company's stock after purchasing an additional 59,013 shares during the quarter. Benjamin Edwards Inc.'s holdings in Kinder Morgan were worth $12,849,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in KMI. Pines Wealth Management LLC grew its stake in Kinder Morgan by 2.5% in the 4th quarter. Pines Wealth Management LLC now owns 19,020 shares of the pipeline company's stock valued at $523,000 after acquiring an additional 464 shares during the last quarter. Composition Wealth LLC grew its stake in Kinder Morgan by 3.1% in the 4th quarter. Composition Wealth LLC now owns 14,790 shares of the pipeline company's stock valued at $407,000 after acquiring an additional 441 shares during the last quarter. Horizon Investments LLC grew its stake in Kinder Morgan by 9.4% in the 4th quarter. Horizon Investments LLC now owns 164,493 shares of the pipeline company's stock valued at $4,522,000 after acquiring an additional 14,117 shares during the last quarter. Robertson Stephens Wealth Management LLC grew its stake in Kinder Morgan by 2.5% in the 4th quarter. Robertson Stephens Wealth Management LLC now owns 18,120 shares of the pipeline company's stock valued at $498,000 after acquiring an additional 437 shares during the last quarter. Finally, Mutual Advisors LLC grew its stake in Kinder Morgan by 2.5% in the 4th quarter. Mutual Advisors LLC now owns 109,842 shares of the pipeline company's stock valued at $3,020,000 after acquiring an additional 2,722 shares during the last quarter. 62.52% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Kinder Morgan

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

• Positive Sentiment: Q1 results beat expectations and the company raised its dividend 2%; Kinder Morgan also reaffirmed its role in major projects (Western Gateway) and announced a COO transition that preserves operational continuity. These items support KMI’s income/dividend profile. Read More.
• Positive Sentiment: Analyst tone turned constructive: Zacks upgraded KMI to "strong-buy" and Wall Street consensus remains generally positive, which can attract yield-seeking flows. Read More.
• Neutral Sentiment: Macro/sector context is mixed—global tensions have tightened LNG flows and lifted international gas prices, but the U.S. currently faces a regional gas glut, weighing on domestic prices and potentially compressing some midstream margins. This divergence makes near‑term volume/pricing outcomes uncertain for pipeline owners. Read More.
• Neutral Sentiment: Valuation and comparative coverage articles highlight KMI as a stable, dividend-focused midstream play and debate whether recent gains already price in that stability; these debates can amplify trading volatility but are not new fundamentals. Read More.
• Negative Sentiment: A lawsuit was filed by a worker injured in a recent Kinder Morgan pipeline explosion, alleging safety failures. Litigation and potential remediation costs, plus reputational risk, are direct negatives for the stock. Read More.
• Negative Sentiment: US Capital Advisors trimmed Q2/Q3 EPS estimates slightly, signaling some sell‑side caution on near‑term earnings momentum; downgrades to near‑term forecasts can pressure the stock if followed by others. Read More.

Analyst Ratings Changes

A number of equities research analysts recently commented on KMI shares. Zacks Research raised shares of Kinder Morgan from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 28th. Jefferies Financial Group lowered their price objective on shares of Kinder Morgan from $36.00 to $34.00 and set a "hold" rating on the stock in a research note on Thursday, April 23rd. Truist Financial started coverage on shares of Kinder Morgan in a research note on Tuesday, March 24th. They issued a "hold" rating and a $38.00 price objective on the stock. TD Cowen increased their price objective on shares of Kinder Morgan from $34.00 to $35.00 and gave the company a "buy" rating in a research note on Thursday, January 22nd. Finally, Scotiabank increased their price objective on shares of Kinder Morgan from $31.00 to $32.00 and gave the company a "sector perform" rating in a research note on Thursday, March 26th. One equities research analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating and ten have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $34.20.

Insider Transactions at Kinder Morgan

In other news, VP John W. Schlosser sold 6,166 shares of the stock in a transaction dated Thursday, February 5th. The shares were sold at an average price of $30.09, for a total transaction of $185,534.94. Following the transaction, the vice president directly owned 195,038 shares in the company, valued at $5,868,693.42. This represents a 3.06% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Anthony B. Ashley sold 8,000 shares of the 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 transaction, the vice president owned 100,146 shares in the company, valued at approximately $3,199,664.70. The trade was a 7.40% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 29,598 shares of company stock worth $952,572 in the last three months. Company insiders own 12.72% of the company's stock.

Kinder Morgan Trading Up 0.1%

Shares of KMI stock opened at $32.57 on Monday. The firm has a market cap of $72.47 billion, a P/E ratio of 21.86, a PEG ratio of 2.87 and a beta of 0.56. Kinder Morgan, Inc. has a 1-year low of $25.60 and a 1-year high of $34.73. The company has a debt-to-equity ratio of 0.92, a current ratio of 0.52 and a quick ratio of 0.41. The firm's 50-day simple moving average is $32.88 and its 200-day simple moving average is $29.63.

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

Kinder Morgan Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, May 15th. Stockholders of record on Monday, May 4th will be issued a dividend of $0.2975 per share. This represents a $1.19 annualized dividend and a dividend yield of 3.7%. The ex-dividend date is Monday, May 4th. This is an increase from Kinder Morgan's previous quarterly dividend of $0.29. Kinder Morgan's payout ratio is currently 78.52%.

Kinder Morgan Company 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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