Kinder Morgan (NYSE:KMI) Shares Climb 1.8% - Here's Why

Key Points

• Kinder Morgan shares rose 1.8% to about $31.07, supported by Jim Cramer’s “too cheap” endorsement and optimism that stable, fee-based revenue could make the company resilient during commodity-price volatility.
• The company reported quarterly earnings of $0.37 per share, above the $0.31 consensus estimate, while revenue increased 10.8% year over year to $4.48 billion. Kinder Morgan also maintains a quarterly dividend of $0.2975, representing a 3.8% annualized yield.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $35.77. Potential catalysts include rising natural-gas demand from AI data centers, while higher Treasury yields could pressure dividend-focused pipeline stocks.

Kinder Morgan, Inc. (NYSE:KMI - Get Free Report) was up 1.8% during trading on Friday. The company traded as high as $31.12 and last traded at $31.0670. Approximately 11,618,509 shares traded hands during mid-day trading, a decline of 5% from the average session volume of 12,178,630 shares. The stock had previously closed at $30.53.

Key Kinder Morgan News

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

• Positive Sentiment: Jim Cramer recommended buying Kinder Morgan, describing the energy stock as “too cheap.” His endorsement may improve retail-investor sentiment. Cramer's lightning round: Buy Kinder Morgan
• Positive Sentiment: Analyst commentary highlights Kinder Morgan’s resilience compared with more commodity-sensitive energy companies. Fee-based revenue and long-term contracts provide relatively stable cash flow despite volatile oil prices. Beyond Oil Price Swings: 3 Midstream Stocks Built for Resilience
• Positive Sentiment: The expansion of AI infrastructure is viewed as a potential long-term catalyst for natural-gas pipeline operators, including KMI, as data centers require dependable power supplies. 3 Pipeline Stocks Getting Bigger Without Taking on More Risk
• Neutral Sentiment: Recent coverage comparing KMI with ONEOK frames Kinder Morgan as a potential recession-resistant income investment, but emphasizes that investors must weigh dividend yield, payout reliability, contract structures, and balance-sheet strength. Better Recession-Proof Dividend Stock: KMI or OKE?
• Neutral Sentiment: KMI’s recent market outperformance and increased search activity are drawing investor attention, although the reports provide no major new company-specific announcement or change to earnings expectations. Kinder Morgan Is Attracting Investor Attention
• Negative Sentiment: Rising Treasury yields are weighing on dividend-paying pipeline and utility stocks because bonds offer more competitive income. This creates a valuation and income-investment headwind for KMI, even as some investors view the selloff as a buying opportunity. Treasury Yields Are Crushing Dividend Stocks

Analyst Ratings Changes

KMI has been the subject of several recent analyst reports. Zacks Research lowered shares of Kinder Morgan from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, June 23rd. Melius Research assumed coverage on shares of Kinder Morgan in a research report on Tuesday, September 22nd. They set a "buy" rating and a $38.00 price target on the stock. Citigroup reaffirmed a "neutral" rating on shares of Kinder Morgan in a research report on Wednesday, July 29th. The Goldman Sachs Group reiterated a "buy" rating on shares of Kinder Morgan in a research note on Wednesday, June 10th. Finally, Wells Fargo & Company lifted their target price on shares of Kinder Morgan from $35.00 to $36.00 and gave the stock an "overweight" rating in a research report on Thursday, July 23rd. Eight equities research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average target price of $35.77.

Kinder Morgan Stock Up 1.8%

The stock has a 50 day moving average price of $31.49 and a 200 day moving average price of $32.10. The company has a debt-to-equity ratio of 0.91, a quick ratio of 0.36 and a current ratio of 0.46. The company has a market capitalization of $69.18 billion, a P/E ratio of 19.91, a PEG ratio of 2.12 and a beta of 0.59.

Kinder Morgan (NYSE:KMI - Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The pipeline company reported $0.37 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.06. The company had revenue of $4.48 billion during the quarter, compared to analyst estimates of $4.22 billion. Kinder Morgan had a net margin of 19.31% and a return on equity of 10.46%. The firm's revenue for the quarter was up 10.8% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.28 earnings per share. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. Equities research analysts forecast that Kinder Morgan, Inc. will post 1.55 earnings per share for the current fiscal year.

Kinder Morgan Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 17th. Investors of record on Monday, August 3rd were issued a $0.2975 dividend. This represents a $1.19 dividend on an annualized basis and a dividend yield of 3.8%. The ex-dividend date of this dividend was Monday, August 3rd. Kinder Morgan's payout ratio is 76.28%.

Insider Activity at Kinder Morgan

In other Kinder Morgan news, VP John Schlosser sold 6,166 shares of the stock in a transaction on Monday, July 6th. The stock was sold at an average price of $31.90, for a total transaction of $196,695.40. Following the completion of the transaction, the vice president directly owned 164,208 shares of the company's stock, valued at approximately $5,238,235.20. This represents a 3.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Michael Garthwaite sold 1,550 shares of the firm's stock in a transaction on Wednesday, September 16th. The stock was sold at an average price of $30.80, for a total value of $47,740.00. Following the completion of the sale, the vice president directly owned 48,863 shares of the company's stock, valued at $1,504,980.40. This represents a 3.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 12.72% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of KMI. Ontario Teachers Pension Plan Board purchased a new position in Kinder Morgan during the second quarter valued at approximately $239,397,000. State Street Corp boosted its holdings in Kinder Morgan by 4.3% in the 2nd quarter. State Street Corp now owns 130,863,419 shares of the pipeline company's stock valued at $4,183,704,000 after purchasing an additional 5,361,578 shares during the period. Assenagon Asset Management S.A. grew its position in shares of Kinder Morgan by 220.9% during the 2nd quarter. Assenagon Asset Management S.A. now owns 3,915,696 shares of the pipeline company's stock valued at $125,185,000 after purchasing an additional 2,695,654 shares in the last quarter. Royal London Asset Management Ltd. increased its holdings in shares of Kinder Morgan by 94.1% in the fourth quarter. Royal London Asset Management Ltd. now owns 5,415,176 shares of the pipeline company's stock worth $148,863,000 after purchasing an additional 2,625,119 shares during the period. Finally, Healthcare of Ontario Pension Plan Trust Fund raised its position in shares of Kinder Morgan by 253.0% in the first quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 2,994,968 shares of the pipeline company's stock worth $100,421,000 after buying an additional 2,146,573 shares in the last quarter. 62.52% of the stock is owned by institutional investors.

About Kinder Morgan

Kinder Morgan, Inc NYSE: KMI is an energy infrastructure company that owns and operates pipelines, terminals, and storage facilities. Its assets primarily transport and store natural gas, crude oil, refined petroleum products, and carbon dioxide, supporting energy producers, utilities, refiners, industrial companies, and other customers.

The company's natural gas business includes interstate and intrastate pipelines, gathering and processing systems, and underground storage facilities.

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