Jefferies Financial Group Has Lowered Expectations for Kinder Morgan (NYSE:KMI) Stock Price

Kinder Morgan (NYSE:KMI) had its price target lowered by stock analysts at Jefferies Financial Group from $36.00 to $34.00 in a research report issued on Thursday,Benzinga reports. The brokerage presently has a “hold” rating on the pipeline company’s stock. Jefferies Financial Group’s target price would indicate a potential upside of 7.18% from the stock’s current price.

A number of other brokerages also recently weighed in on KMI. Scotiabank boosted their target price on shares of Kinder Morgan from $31.00 to $32.00 and gave the stock a “sector perform” rating in a report on Thursday, March 26th. Truist Financial started coverage on Kinder Morgan in a report on Tuesday, March 24th. They set a “hold” rating and a $38.00 target price on the stock. Wolfe Research lowered Kinder Morgan from a “strong-buy” rating to a “hold” rating in a report on Tuesday. Mizuho boosted their target price on Kinder Morgan from $31.00 to $37.00 and gave the stock an “outperform” rating in a report on Thursday, March 5th. Finally, Weiss Ratings reissued a “buy (b)” rating on shares of Kinder Morgan in a report on Tuesday. Seven investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $34.20.

Kinder Morgan Price Performance

Shares of KMI opened at $31.72 on Thursday. The company has a market cap of $70.58 billion, a price-to-earnings ratio of 21.29, a PEG ratio of 2.85 and a beta of 0.64. Kinder Morgan has a 1-year low of $25.60 and a 1-year high of $34.73. The company’s fifty day simple moving average is $32.91 and its 200 day simple moving average is $29.49. The company has a current ratio of 0.52, a quick ratio of 0.50 and a debt-to-equity ratio of 0.92.

Kinder Morgan (NYSE:KMI) last issued its earnings results 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 for the quarter, compared to the consensus estimate of $4.55 billion. Kinder Morgan had a net margin of 18.92% and a return on equity of 9.90%. The firm’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. On average, research analysts forecast that Kinder Morgan will post 1.42 earnings per share for the current fiscal year.

Insider Transactions at Kinder Morgan

In other Kinder Morgan news, VP John W. Schlosser sold 6,166 shares of the company’s stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $33.67, for a total value of $207,609.22. Following the transaction, the vice president directly owned 188,872 shares of the company’s stock, valued at $6,359,320.24. This represents a 3.16% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. Also, VP Michael P. Garthwaite sold 1,550 shares of the company’s stock in a transaction on Thursday, April 16th. The shares were sold at an average price of $31.72, for a total value of $49,166.00. Following the completion of the transaction, the vice president directly owned 44,843 shares in the company, valued at approximately $1,422,419.96. This represents a 3.34% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 29,598 shares of company stock valued at $952,572. Corporate insiders own 12.72% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of Kinder Morgan by 1.0% during the 4th quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company’s stock valued at $5,780,637,000 after acquiring an additional 2,165,130 shares during the period. State Street Corp lifted its position in shares of Kinder Morgan by 2.2% during the 4th quarter. State Street Corp now owns 116,860,317 shares of the pipeline company’s stock valued at $3,212,490,000 after acquiring an additional 2,510,601 shares during the period. Norges Bank bought a new stake in shares of Kinder Morgan during the 4th quarter valued at $1,132,125,000. Charles Schwab Investment Management Inc. lifted its position in shares of Kinder Morgan by 0.7% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 30,104,829 shares of the pipeline company’s stock valued at $827,582,000 after acquiring an additional 195,088 shares during the period. Finally, Orbis Allan Gray Ltd lifted its position in shares of Kinder Morgan by 3.1% during the 2nd quarter. Orbis Allan Gray Ltd now owns 22,635,179 shares of the pipeline company’s stock valued at $665,474,000 after acquiring an additional 670,856 shares during the period. 62.52% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: KMI beat Q1 estimates: revenue rose ~13.8% YoY to $4.83B and non‑GAAP EPS of $0.48 topped consensus, driven by natural gas pipeline volumes and strong segment performance — a clear near‑term catalyst. KMI Q1 Deep Dive: Natural Gas Demand and Expansion Projects Drive Outperformance
• Positive Sentiment: KMI raised its quarterly dividend to $0.2975 (annualized yield ~3.8%) — signals cash‑flow confidence and supports income investors. This Pipeline Company Just Raised Its Dividend. AI Power Demand Is Fueling Growth.
• Positive Sentiment: Strategic growth: KMI announced it will acquire the Monument natural gas system and reported a sizable ~$$10.1B backlog for expansion projects — both support longer‑term EBITDA visibility. KMI to acquire Monument natural gas system as first-quarter income jumps 36%
• Positive Sentiment: Geopolitical and weather drivers boosted demand in Q1 (wartime-related gas demand and colder weather helped volumes), contributing to the beat. These are near‑term tailwinds for cash flow. The War With Iran is Fueling Substantially Higher Earnings for This High-Yielding Energy Stock
• Positive Sentiment: Analyst bullish views and investor pieces argue a re‑rating to higher targets (Seeking Alpha/MarketBeat pieces making the bull case), reinforcing upside narratives for longer‑term holders. Kinder Morgan: The Case To $40 Is Here (Rating Upgrade)
• Neutral Sentiment: Sector context: peers (Baker Hughes, Enterprise Products) reporting results or previews may shift relative valuation and sentiment in the group, indirectly affecting KMI. Baker Hughes Q1 Earnings Beat Estimates on IET Segment Strength
• Neutral Sentiment: Some reports note product/fuel volumes were weaker even as gas pipelines surged — mixed operational signals that could moderate enthusiasm until trends stabilize. Kinder Morgan (KMI) Reports Q1 Earnings: What Key Metrics Have to Say
• Negative Sentiment: Analyst downgrades/cuts: Jefferies trimmed its price target to $34 and moved to a “hold,” and Wolfe Research cut KMI to Hold — these reduce near‑term analyst-driven upside. Benzinga – Jefferies price target cut
• Negative Sentiment: Conflicting analyst sentiment across outlets (some bullish, some cautious) can produce choppy trading as investors weigh strong results against conservative guidance/targets. Analysts Have Conflicting Sentiments on These Energy Companies: Kinder Morgan (KMI) and NexGen Energy (NXE)

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.