Brokers Issue Forecasts for Kinder Morgan Q4 Earnings

Kinder Morgan, Inc. (NYSE:KMI) – Stock analysts at US Capital Advisors lowered their Q4 2026 EPS estimates for shares of Kinder Morgan in a report issued on Tuesday, October 27th. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will post earnings per share of $0.37 for the quarter, down from their prior estimate of $0.38. The consensus estimate for Kinder Morgan’s current full-year earnings is $1.59 per share. US Capital Advisors also issued estimates for Kinder Morgan’s Q1 2027 earnings at $0.38 EPS and FY2027 earnings at $1.43 EPS.

Other equities analysts also recently issued research reports about the company. Jefferies Financial Group upped their target price on Kinder Morgan from $33.00 to $37.00 and gave the company a “hold” rating in a research report on Thursday, October 22nd. Capital One Financial started coverage on Kinder Morgan in a report on Tuesday, September 22nd. They set an “equal weight” rating and a $36.00 price target for the company. Melius Research initiated coverage on Kinder Morgan in a report on Tuesday, September 22nd. They issued a “buy” rating and a $38.00 price objective on the stock. Royal Bank Of Canada increased their target price on shares of Kinder Morgan from $36.00 to $38.00 and gave the stock a “sector perform” rating in a research report on Wednesday. Finally, Citigroup increased their target price on shares of Kinder Morgan from $34.00 to $35.00 and gave the stock a “neutral” rating in a research report on Friday, October 23rd. Twelve equities research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, Kinder Morgan has an average rating of “Moderate Buy” and an average price target of $36.85.

Kinder Morgan Trading Down 0.9%

Shares of KMI stock opened at $33.54 on Thursday. Kinder Morgan has a 12-month low of $25.60 and a 12-month high of $34.81. The company has a market capitalization of $74.68 billion, a PE ratio of 20.70, a price-to-earnings-growth ratio of 2.36 and a beta of 0.59. The firm has a 50 day moving average price of $31.98 and a two-hundred day moving average price of $31.96. The company has a quick ratio of 0.36, a current ratio of 0.67 and a debt-to-equity ratio of 0.95.

Kinder Morgan (NYSE:KMI) last announced its quarterly earnings results on Wednesday, October 21st. The pipeline company reported $0.35 EPS for the quarter, beating analysts’ consensus estimates of $0.33 by $0.02. The business had revenue of $4.53 billion for the quarter, compared to analyst estimates of $4.37 billion. Kinder Morgan had a net margin of 19.64% and a return on equity of 10.84%. Kinder Morgan’s quarterly revenue was up 9.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.29 EPS.

Institutional Investors Weigh In On Kinder Morgan

Several institutional investors and hedge funds have recently bought and sold shares of KMI. USS Investment Management Ltd raised its position in shares of Kinder Morgan by 10.3% during the first quarter. USS Investment Management Ltd now owns 421,306 shares of the pipeline company’s stock worth $14,116,000 after purchasing an additional 39,418 shares during the period. Oak Family Advisors LLC bought a new position in shares of Kinder Morgan in the 2nd quarter worth $3,627,000. International Assets Investment Management LLC bought a new position in shares of Kinder Morgan in the 1st quarter worth $3,406,000. State Street Corp grew its position 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. Finally, Envestnet Asset Management Inc. grew its position in Kinder Morgan by 0.8% in the 2nd quarter. Envestnet Asset Management Inc. now owns 5,122,523 shares of the pipeline company’s stock valued at $163,766,000 after purchasing an additional 38,739 shares during the period. Institutional investors own 62.52% of the company’s stock.

Insider Activity

In related news, VP Michael Garthwaite sold 1,550 shares of the firm’s stock in a transaction on Friday, October 16th. The stock was sold at an average price of $33.65, for a total value of $52,157.50. Following the transaction, the vice president owned 47,313 shares in the company, valued at approximately $1,592,082.45. This trade represents a 3.17% 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. Company insiders own 12.72% of the company’s stock.

Kinder Morgan Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, November 16th. Stockholders of record on Monday, November 2nd will be issued a dividend of $0.2975 per share. This represents a $1.19 annualized dividend and a dividend yield of 3.5%. The ex-dividend date of this dividend is Monday, November 2nd. Kinder Morgan’s dividend payout ratio is 73.46%.

Trending Headlines about Kinder Morgan

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

• Positive Sentiment: Kinder Morgan reported third-quarter EPS of $0.35, ahead of the $0.33 consensus, while revenue increased 9.3% year over year to $4.53 billion. EPS rose 21% year over year, reinforcing the company’s operating momentum.
• Positive Sentiment: Management highlighted a record $14.4 billion project backlog, providing visibility into future pipeline growth and potentially supporting long-term cash flow. KMI Q3 Earnings Call Highlights Record Pipeline Backlog Growth
• Positive Sentiment: Several analysts raised their valuation targets, including Morgan Stanley to $40 from $38, US Capital Advisors to $39 from $38 and Scotiabank to $34 from $32. The higher targets suggest some analysts see additional upside after the earnings report.
• Positive Sentiment: US Capital Advisors increased its FY2026 EPS forecast to $1.57 from $1.53 and lifted its third-quarter 2027 estimate to $0.34 from $0.33, modestly improving the near-term earnings outlook.
• Neutral Sentiment: Natural gas remains inexpensive and plentiful, but converting that supply into electricity for artificial-intelligence data centers depends on turbines, pipelines and grid approvals. This could create long-term infrastructure opportunities for KMI, though execution and regulatory hurdles remain.
• Neutral Sentiment: Analyst opinion remains mixed: Morgan Stanley maintains an Equal Weight rating, Stifel retains Hold, and other coverage points to generally optimistic but not unanimous sentiment. Is Kinder Morgan a Buy as Wall Street Analysts Look Optimistic?
• Negative Sentiment: Management’s roughly $400 million of favorable 2026 earnings contributions raise questions about how much growth will carry into 2027. US Capital Advisors also reduced its FY2028 EPS estimate to $1.41 from $1.49.
• Negative Sentiment: Dividend-focused coverage flags KMI’s approximately 3.4% yield, debt burden and capital-spending requirements as potential drawbacks relative to ONEOK, which offers a higher yield. These concerns could weigh on income-oriented investors.

Kinder Morgan Company Profile

Kinder Morgan, Inc (NYSE: KMI) is an energy infrastructure company that owns and operates pipelines, terminals, and other transportation and storage facilities. Its systems primarily support the movement, processing, and storage of natural gas, crude oil, refined petroleum products, and other energy commodities.

The company’s natural gas business transports and stores natural gas for utilities, power generators, industrial customers, and other energy companies. Kinder Morgan also operates refined products and crude oil pipelines, liquids terminals, and carbon dioxide infrastructure.