Thompson Siegel & Walmsley LLC Sells 109,504 Shares of Kinder Morgan, Inc. $KMI

Thompson Siegel & Walmsley LLC trimmed its stake in Kinder Morgan, Inc. (NYSE:KMI) by 5.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,779,815 shares of the pipeline company’s stock after selling 109,504 shares during the period. Thompson Siegel & Walmsley LLC’s holdings in Kinder Morgan were worth $48,927,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Providence Capital Advisors LLC purchased a new position in Kinder Morgan during the third quarter valued at approximately $2,674,000. Meixler Investment Management Ltd. bought a new stake in shares of Kinder Morgan during the 3rd quarter valued at $1,882,000. HighTower Advisors LLC raised its position in shares of Kinder Morgan by 3.9% during the 3rd quarter. HighTower Advisors LLC now owns 1,231,845 shares of the pipeline company’s stock valued at $34,874,000 after purchasing an additional 46,396 shares during the period. Kayne Anderson Capital Advisors LP lifted its stake in shares of Kinder Morgan by 15.6% during the 3rd quarter. Kayne Anderson Capital Advisors LP now owns 12,452,111 shares of the pipeline company’s stock valued at $352,519,000 after buying an additional 1,682,241 shares in the last quarter. Finally, Cibc World Market Inc. boosted its holdings in Kinder Morgan by 12.9% in the 3rd quarter. Cibc World Market Inc. now owns 869,127 shares of the pipeline company’s stock worth $24,605,000 after buying an additional 99,540 shares during the period. 62.52% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Kinder Morgan

In other Kinder Morgan news, VP Michael P. Garthwaite sold 1,550 shares of the firm’s stock in a transaction that occurred on Monday, May 18th. The stock was sold at an average price of $33.65, for a total transaction of $52,157.50. Following the completion of the transaction, the vice president owned 43,293 shares in the company, valued at $1,456,809.45. This trade represents a 3.46% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP John W. Schlosser sold 6,166 shares of the company’s stock in a transaction that occurred on Monday, April 6th. The stock was sold at an average price of $32.93, for a total value of $203,046.38. Following the sale, the vice president directly owned 182,706 shares in the company, valued at $6,016,508.58. This trade represents a 3.26% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 23,148 shares of company stock valued at $763,434 in the last 90 days. 12.72% of the stock is currently owned by company insiders.

Kinder Morgan Stock Performance

Shares of NYSE KMI opened at $31.08 on Monday. The company has a market cap of $69.14 billion, a P/E ratio of 20.86, a P/E/G ratio of 2.59 and a beta of 0.54. Kinder Morgan, Inc. has a 52-week low of $25.60 and a 52-week high of $34.81. The company has a debt-to-equity ratio of 0.92, a quick ratio of 0.41 and a current ratio of 0.52. The firm’s fifty day moving average is $32.70 and its two-hundred day moving average is $30.46.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 EPS for the quarter, beating the consensus estimate of $0.38 by $0.10. The business had revenue of $4.83 billion during 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 business’s revenue was up 13.8% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.34 EPS. 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 1.49 EPS for the current fiscal year.

Kinder Morgan Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, May 15th. Investors of record on Monday, May 4th were paid a dividend of $0.2975 per share. The ex-dividend date of this dividend was Monday, May 4th. This is a boost from Kinder Morgan’s previous quarterly dividend of $0.29. This represents a $1.19 dividend on an annualized basis and a yield of 3.8%. Kinder Morgan’s dividend payout ratio is currently 79.87%.

Kinder Morgan News Summary

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

• Positive Sentiment: Kinder Morgan reported record 2025 results, with strong fourth-quarter performance and renewed optimism around LNG exports and data-center power demand. One article also highlighted KMI as having an edge over peers on earnings revisions, leverage, and return on equity. Article Title
• Positive Sentiment: Kinder Morgan expanded its revolving credit facility and liquidity, which improves financial flexibility and supports capital spending and dividend sustainability. Article Title
• Neutral Sentiment: Several recent articles simply note that KMI is a trending stock or worth watching, reflecting strong investor interest but not a clear new catalyst. Article Title
• Neutral Sentiment: Commentary from Seeking Alpha is split between a valuation downgrade and a view that the stock may already be richly valued, suggesting upside may be limited even if fundamentals remain solid. Article Title
• Negative Sentiment: Recent valuation-focused pieces suggest KMI may be trading at a level that leaves less room for further gains, which can weigh on sentiment and help explain why the stock is softer today. Article Title

Analyst Ratings Changes

A number of brokerages have issued reports on KMI. Wells Fargo & Company increased their price target on 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 upped their price objective on Kinder Morgan from $34.00 to $36.00 and gave the stock an “equal weight” rating in a research note on Tuesday, March 3rd. Jefferies Financial Group cut their target price on Kinder Morgan from $36.00 to $34.00 and set a “hold” rating for the company in a research report on Thursday, April 23rd. Stifel Nicolaus lifted their target price on Kinder Morgan from $30.00 to $33.00 and gave the company a “hold” rating in a research note on Friday, March 13th. Finally, Scotiabank boosted their price target on Kinder Morgan from $31.00 to $32.00 and gave the stock a “sector perform” rating in a report on Thursday, March 26th. Two analysts have rated the stock with a Strong Buy rating, six have issued a Buy rating and ten have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $34.20.

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.