Brokers Set Expectations for Kinder Morgan Q1 Earnings

Kinder Morgan, Inc. (NYSE:KMI) – US Capital Advisors raised their Q1 2026 EPS estimates for Kinder Morgan in a report issued on Monday, March 23rd. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $0.35 for the quarter, up from their prior forecast of $0.34. The consensus estimate for Kinder Morgan’s current full-year earnings is $1.25 per share. US Capital Advisors also issued estimates for Kinder Morgan’s Q2 2026 earnings at $0.31 EPS, Q3 2026 earnings at $0.32 EPS, Q4 2026 earnings at $0.37 EPS, FY2026 earnings at $1.34 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.31 EPS, Q3 2027 earnings at $0.32 EPS and Q4 2027 earnings at $0.37 EPS.

Kinder Morgan (NYSE:KMI) last announced its quarterly earnings results 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 company had revenue of $4.51 billion for the quarter, compared to analyst estimates of $4.33 billion. Kinder Morgan had a net margin of 18.04% and a return on equity of 9.02%. Kinder Morgan’s revenue for the quarter was up 13.1% on a year-over-year basis. During the same quarter last year, the business earned $0.30 EPS.

A number of other research firms also recently issued reports on KMI. Morgan Stanley boosted their price target on Kinder Morgan from $34.00 to $36.00 and gave the company an “equal weight” rating in a research report on Tuesday, March 3rd. Jefferies Financial Group raised their price objective on Kinder Morgan from $31.00 to $36.00 and gave the stock a “hold” rating in a report on Tuesday. Truist Financial initiated coverage on Kinder Morgan in a report on Tuesday. They set a “hold” rating and a $38.00 target price for the company. UBS Group reissued a “buy” rating and set a $38.00 target price on shares of Kinder Morgan in a research report on Friday, December 12th. Finally, Freedom Capital upgraded shares of Kinder Morgan from a “strong sell” rating to a “hold” rating in a report on Wednesday, January 28th. Eight equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $34.14.

Kinder Morgan Price Performance

Shares of Kinder Morgan stock opened at $33.91 on Tuesday. Kinder Morgan has a twelve month low of $23.94 and a twelve month high of $34.24. The stock has a market capitalization of $75.45 billion, a P/E ratio of 24.75, a PEG ratio of 3.09 and a beta of 0.68. The company has a current ratio of 0.64, a quick ratio of 0.50 and a debt-to-equity ratio of 0.95. The business’s fifty day moving average price is $31.58 and its 200 day moving average price is $28.70.

Institutional Investors Weigh In On Kinder Morgan

Several hedge funds and other institutional investors have recently modified their holdings of KMI. Vanguard Group Inc. grew its stake in Kinder Morgan by 1.0% in the fourth quarter. Vanguard Group Inc. now owns 210,281,448 shares of the pipeline company’s stock worth $5,780,637,000 after purchasing an additional 2,165,130 shares in the last quarter. State Street Corp raised its stake in Kinder Morgan by 2.2% during the fourth quarter. State Street Corp now owns 116,860,317 shares of the pipeline company’s stock valued at $3,212,490,000 after buying an additional 2,510,601 shares in the last quarter. Norges Bank bought a new position in Kinder Morgan during the 4th quarter worth approximately $1,132,125,000. Charles Schwab Investment Management Inc. grew its position in shares of Kinder Morgan by 0.7% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 30,104,829 shares of the pipeline company’s stock worth $827,582,000 after acquiring an additional 195,088 shares in the last quarter. Finally, Orbis Allan Gray Ltd grew its position in shares of Kinder Morgan by 3.1% in the 2nd quarter. Orbis Allan Gray Ltd now owns 22,635,179 shares of the pipeline company’s stock worth $665,474,000 after acquiring an additional 670,856 shares in the last quarter. Institutional investors own 62.52% of the company’s stock.

Insider Activity at Kinder Morgan

In related news, Director William A. Smith purchased 3,000 shares of the business’s stock in a transaction that occurred on Monday, February 2nd. The shares were purchased at an average cost of $29.75 per share, with a total value of $89,250.00. Following the completion of the acquisition, the director directly owned 31,087 shares of the company’s stock, valued at approximately $924,838.25. The trade was a 10.68% increase in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $33.30, for a total transaction of $51,615.00. Following the transaction, the vice president owned 46,393 shares in the company, valued at $1,544,886.90. This trade represents a 3.23% decrease in their ownership of the stock. 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 worth $1,469,863. 12.73% of the stock is currently owned by insiders.

Kinder Morgan Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Stockholders of record on Monday, February 2nd were paid a dividend of $0.2925 per share. This represents a $1.17 annualized dividend and a dividend yield of 3.4%. The ex-dividend date was Monday, February 2nd. Kinder Morgan’s dividend payout ratio is 85.40%.

Key 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)

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.