Recurrent Investment Advisors LLC Raises Holdings in Kinder Morgan, Inc. $KMI

Recurrent Investment Advisors LLC boosted its holdings in Kinder Morgan, Inc. (NYSE:KMI) by 63.6% during the 1st quarter, Holdings Channel reports. The firm owned 2,430,444 shares of the pipeline company’s stock after acquiring an additional 944,971 shares during the period. Kinder Morgan makes up about 4.9% of Recurrent Investment Advisors LLC’s investment portfolio, making the stock its 7th largest holding. Recurrent Investment Advisors LLC’s holdings in Kinder Morgan were worth $81,493,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in KMI. Commonwealth Retirement Investments LLC bought a new stake in shares of Kinder Morgan during the 4th quarter worth $27,000. Frazier Financial Advisors LLC purchased a new stake in Kinder Morgan during the first quarter worth about $28,000. Acumen Wealth Advisors LLC bought a new stake in Kinder Morgan in the fourth quarter worth about $28,000. Dorato Capital Management purchased a new position in Kinder Morgan in the fourth quarter valued at about $30,000. Finally, Basepoint Wealth LLC bought a new position in shares of Kinder Morgan during the 4th quarter valued at approximately $30,000. 62.52% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Kinder Morgan

In other news, VP John W. Schlosser sold 6,166 shares of the company’s stock in a transaction dated Monday, July 6th. The stock was sold at an average price of $31.90, for a total transaction of $196,695.40. Following the sale, the vice president directly owned 164,208 shares in the company, valued at $5,238,235.20. This represents a 3.62% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Michael P. Garthwaite sold 1,550 shares of the stock in a transaction dated Tuesday, June 16th. The stock was sold at an average price of $31.44, for a total transaction of $48,732.00. Following the completion of the sale, the vice president directly owned 41,743 shares in the company, valued at approximately $1,312,399.92. The trade was a 3.58% 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. Insiders have sold a total of 21,598 shares of company stock worth $693,689 in the last three months. 12.72% of the stock is currently owned by insiders.

Kinder Morgan Trading Down 0.3%

Shares of KMI stock opened at $31.65 on Wednesday. The company’s fifty day simple moving average is $32.16 and its two-hundred day simple moving average is $31.93. The company has a debt-to-equity ratio of 0.91, a current ratio of 0.46 and a quick ratio of 0.41. Kinder Morgan, Inc. has a 1 year low of $25.60 and a 1 year high of $34.81. The stock has a market capitalization of $70.47 billion, a price-to-earnings ratio of 20.29, a PEG ratio of 2.58 and a beta of 0.54.

Kinder Morgan (NYSE:KMI) last posted its earnings results on Wednesday, July 22nd. The pipeline company reported $0.37 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.31 by $0.06. Kinder Morgan had a return on equity of 10.46% and a net margin of 19.31%.The firm had revenue of $4.48 billion for the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the prior year, the business posted $0.28 earnings per share. The business’s quarterly revenue was up 10.8% on a year-over-year basis. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. As a group, analysts anticipate that Kinder Morgan, Inc. will post 1.53 earnings per share for the current year.

Kinder Morgan Announces Dividend

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

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on KMI shares. Zacks Research cut shares of Kinder Morgan from a “strong-buy” rating to a “hold” rating in a report on Tuesday, June 23rd. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Kinder Morgan in a research report on Wednesday, June 10th. Wells Fargo & Company lifted their price objective on Kinder Morgan from $35.00 to $36.00 and gave the stock an “overweight” rating in a report on Thursday, July 23rd. Weiss Ratings cut Kinder Morgan from a “buy (a-)” rating to a “buy (b+)” rating in a research note on Tuesday, June 23rd. Finally, Jefferies Financial Group reaffirmed a “hold” rating on shares of Kinder Morgan in a report on Thursday, July 23rd. Eight research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average target price of $35.33.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: Power and LNG projects support growth: Kinder Morgan’s contract-backed backlog is positioned to benefit from rising electricity generation, LNG exports and utility demand. The projects could support a new multiyear gas-infrastructure investment cycle and provide greater visibility into future cash flows. KMI’s Power and LNG Backlog Signals a New Gas Infrastructure Cycle
• Positive Sentiment: Midstream cash-flow appeal remains intact: Industry commentary highlights durable free-cash-flow generation among midstream companies, supporting dividends and potential buybacks. This reinforces KMI’s appeal to income-focused investors, although sector-level strength does not guarantee company-specific outperformance. Midstream and MLPs Deliver Durable Free Cash Flow
• Positive Sentiment: Some analysts remain constructive: A recent investment analysis characterized Kinder Morgan as a buy despite acknowledging it may not be the strongest midstream operator, providing support for the stock’s dividend and infrastructure-growth thesis. Kinder Morgan: Not the Best Midstream Stock, Still a Buy
• Neutral Sentiment: Investor attention is elevated: KMI is currently a trending stock on Zacks, which may increase near-term trading activity but does not itself indicate improving fundamentals or a likely price direction. Kinder Morgan Is a Trending Stock
• Negative Sentiment: Analyst sentiment is mixed: Reports indicate conflicting views on Kinder Morgan, while the broader brokerage consensus remains “Hold.” The lack of a clear upgrade catalyst may be limiting upside and helping explain the stock’s softer performance despite favorable infrastructure trends. Analysts Conflicted on Kinder Morgan and Schlumberger

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.