Assenagon Asset Management S.A. Trims Stock Position in Kinder Morgan, Inc. $KMI

Assenagon Asset Management S.A. trimmed its position in Kinder Morgan, Inc. (NYSE:KMI) by 47.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 3,197,942 shares of the pipeline company’s stock after selling 2,882,409 shares during the quarter. Assenagon Asset Management S.A. owned about 0.14% of Kinder Morgan worth $87,911,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Board of the Pension Protection Fund purchased a new stake in shares of Kinder Morgan during the 4th quarter valued at approximately $27,000. Strategic Advocates LLC purchased a new position in Kinder Morgan in the third quarter worth approximately $32,000. CoreFirst Bank & Trust acquired a new stake in Kinder Morgan during the second quarter worth $35,000. Private Wealth Management Group LLC raised its position in Kinder Morgan by 94.9% in the third quarter. Private Wealth Management Group LLC now owns 1,222 shares of the pipeline company’s stock valued at $35,000 after purchasing an additional 595 shares during the period. Finally, Westside Investment Management Inc. lifted its stake in shares of Kinder Morgan by 314.6% in the 3rd quarter. Westside Investment Management Inc. now owns 1,360 shares of the pipeline company’s stock valued at $38,000 after purchasing an additional 1,032 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: US Capital Advisors raised multiple 2026–2027 quarterly and full‑year EPS estimates (including FY2026 to $1.34) and bumped several quarter forecasts — this implies analysts see slightly stronger near‑term earnings versus prior expectations. MarketBeat KMI coverage
• Positive Sentiment: Jefferies increased its price target from $31 to $36, signaling incremental upside and contributing to buying interest despite keeping a “hold” rating. Benzinga
• Positive Sentiment: Kinder Morgan is repeatedly highlighted in dividend-focused roundups (Yahoo Finance, Zacks) as a large, income‑oriented energy name — that supports demand from income investors when oil/disruption-driven volatility rises. 3 Large Energy Dividend Stocks to Ride Out Oil Price Swings (Yahoo)
• Positive Sentiment: Analyst consensus remains constructive — a “Moderate Buy” consensus was reported, which supports positive sentiment overall even as individual firm ratings vary. Analyst consensus report
• Neutral Sentiment: Truist initiated coverage with a “hold” rating and a $38 price target, giving a ~12% upside from current levels but signaling cautious near‑term guidance from a new coverage perspective. Truist initiation (Investing.com)
• Neutral Sentiment: Macro and strategy commentary on energy (e.g., pieces about trading strategies during the Iran conflict) keeps sector volatility top‑of‑mind — this means KMI’s dividend/defensive attributes attract buyers in risk-off episodes, but its price still moves with broader oil/energy sentiment. Energy strategy article (Fool)

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on KMI shares. Truist Financial initiated coverage on Kinder Morgan in a report on Tuesday. They set a “hold” rating and a $38.00 price target for the company. Barclays reaffirmed an “overweight” rating on shares of Kinder Morgan in a research report on Friday, February 20th. Wells Fargo & Company increased their target price on shares of Kinder Morgan from $34.00 to $35.00 and gave the stock an “overweight” rating in a research note on Friday, March 13th. Morgan Stanley lifted their price target on shares of Kinder Morgan from $34.00 to $36.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 3rd. Finally, Jefferies Financial Group boosted their price target on shares of Kinder Morgan from $31.00 to $36.00 and gave the company a “hold” rating in a research note on Tuesday. Eight equities research analysts have rated the stock with a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, Kinder Morgan presently has an average rating of “Moderate Buy” and a consensus target price of $34.14.

Insider Buying and Selling at Kinder Morgan

In other Kinder Morgan news, VP Anthony B. Ashley sold 8,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total value of $255,600.00. Following the sale, the vice president directly owned 100,146 shares in the company, valued at $3,199,664.70. This trade represents a 7.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO David Patrick Michels sold 20,000 shares of Kinder Morgan stock in a transaction dated Thursday, January 22nd. The stock was sold at an average price of $30.00, for a total value of $600,000.00. Following the sale, the chief financial officer directly owned 139,428 shares of the company’s stock, valued at $4,182,840. This trade represents a 12.54% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 48,048 shares of company stock worth $1,469,863. 12.73% of the stock is currently owned by company insiders.

Kinder Morgan Stock Performance

Shares of Kinder Morgan stock opened at $33.91 on Wednesday. The business has a 50-day simple moving average of $31.58 and a 200-day simple moving average of $28.70. 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, Inc. has a one year low of $23.94 and a one year high of $34.24. The company has a market cap of $75.45 billion, a PE ratio of 24.75, a P/E/G ratio of 3.09 and a beta of 0.68.

Kinder Morgan (NYSE:KMI) last issued its quarterly earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.37 by $0.02. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. The company had revenue of $4.51 billion during the quarter, compared to the consensus estimate of $4.33 billion. During the same quarter in the previous year, the firm earned $0.30 earnings per share. The firm’s quarterly revenue was up 13.1% on a year-over-year basis. On average, equities research analysts forecast that Kinder Morgan, Inc. will post 1.25 EPS for the current fiscal year.

Kinder Morgan Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd were issued a $0.2925 dividend. This represents a $1.17 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Monday, February 2nd. Kinder Morgan’s dividend payout ratio (DPR) is presently 85.40%.

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.