Kinder Morgan (NYSE:KMI) Earns Hold Rating from Analysts at Truist Financial

Key Points

• Truist initiated coverage of Kinder Morgan with a "Hold" rating and a $38.00 price target, implying about a 12.74% upside from the prior close.
• Analyst views are mixed—eight analysts rate KMI a Buy and eight rate it a Hold—giving a consensus rating of Moderate Buy and a consensus target of $33.79.
• KMI posted a quarterly beat (Q4 EPS $0.39 vs. $0.37 est.) and revenue of $4.51B (up 13.1% YoY); the company has a market cap of ~$75B and a P/E of 24.6.

Stock analysts at Truist Financial initiated coverage on shares of Kinder Morgan (NYSE:KMI - Get Free Report) in a research report issued on Tuesday. The firm set a "hold" rating and a $38.00 price target on the pipeline company's stock. Truist Financial's price target indicates a potential upside of 12.74% from the company's previous close.

Several other equities research analysts have also recently weighed in on KMI. Barclays reissued an "overweight" rating on shares of Kinder Morgan in a research note on Friday, February 20th. TD Cowen upped their target price on Kinder Morgan from $34.00 to $35.00 and gave the company a "buy" rating in a report on Thursday, January 22nd. Scotiabank raised their price target on shares of Kinder Morgan from $30.00 to $31.00 and gave the stock a "sector perform" rating in a report on Tuesday, March 17th. Royal Bank Of Canada boosted their price target on shares of Kinder Morgan from $30.00 to $32.00 and gave the stock a "sector perform" rating in a research report on Friday, February 27th. Finally, Freedom Capital raised shares of Kinder Morgan from a "strong sell" rating to a "hold" rating in a research note on Wednesday, January 28th. Eight equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $33.79.

Kinder Morgan Price Performance

KMI stock opened at $33.71 on Tuesday. The company has a market capitalization of $74.99 billion, a P/E ratio of 24.60, a PEG ratio of 3.03 and a beta of 0.68. The company has a fifty day moving average price of $31.45 and a 200-day moving average price of $28.65. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.50 and a current ratio of 0.64. Kinder Morgan has a 52-week low of $23.94 and a 52-week high of $34.24.

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

Insider Transactions at Kinder Morgan

In other news, VP Michael P. Garthwaite sold 1,550 shares of Kinder Morgan stock in a transaction on Monday, March 16th. The shares were sold at an average price of $33.30, for a total value of $51,615.00. Following the completion of the sale, the vice president owned 46,393 shares in the company, valued at $1,544,886.90. The trade was a 3.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO David Patrick Michels sold 20,000 shares of the business's stock in a transaction on Thursday, January 22nd. The shares were sold at an average price of $30.00, for a total transaction of $600,000.00. Following the transaction, the chief financial officer owned 139,428 shares in the company, valued at $4,182,840. The trade was a 12.54% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 48,048 shares of company stock valued at $1,469,863. 12.73% of the stock is owned by insiders.

Institutional Investors Weigh In On Kinder Morgan

A number of large investors have recently bought and sold shares of the stock. Norges Bank bought a new position in shares of Kinder Morgan during the 4th quarter worth about $1,132,125,000. AQR Capital Management LLC increased its position 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 valued at $185,971,000 after buying an additional 5,333,986 shares in the last quarter. Merewether Investment Management LP acquired a new position in Kinder Morgan during the 2nd quarter worth approximately $138,477,000. Zimmer Partners LP raised its stake in Kinder Morgan by 177.8% during the 3rd 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 period. Finally, 59 North Capital Management LP boosted its holdings in Kinder Morgan by 54.5% in the second quarter. 59 North Capital Management LP now owns 10,597,380 shares of the pipeline company's stock worth $311,563,000 after acquiring an additional 3,739,398 shares in the last quarter. 62.52% of the stock is currently owned by institutional investors and hedge funds.

Kinder Morgan News Summary

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

• Positive Sentiment: US Capital Advisors raised multiple KMI earnings estimates — they bumped FY2026 to $1.34 (from $1.28) and lifted several quarterly forecasts (Q1–Q4/Q1–Q4 2026–27 revisions). Higher analyst modeled earnings and the analyst upward revisions are a direct positive catalyst for the stock. US Capital Advisors estimate revisions
• Positive Sentiment: Shares outpaced the market in the latest session, reflecting investor reaction to the estimate upgrades and sector momentum. KMI Outpaces Stock Market Gains
• Neutral Sentiment: Truist initiated coverage on KMI with a "hold" rating — this is neutral for near‑term upside since it neither endorses a buy nor signals a downgrade. Investors may view the initiation as neither supportive nor punitive. Truist initiates coverage with hold
• Neutral Sentiment: Macro/sector context: commentary on oil price volatility tied to the Iran conflict raises the chance of higher crude and pipeline throughput — a potential tailwind but dependent on geopolitical outcomes. Energy stock strategies amid Iran conflict
• Neutral Sentiment: Peer news: Hess Midstream's relative‑strength rating lift underscores sector strength, which can indirectly support KMI but is not company‑specific. Hess Midstream RS rating lift

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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