Cinctive Capital Management LP Increases Position in Kinder Morgan, Inc. $KMI

Cinctive Capital Management LP boosted its position in Kinder Morgan, Inc. (NYSE:KMI) by 60.8% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 978,015 shares of the pipeline company’s stock after purchasing an additional 369,915 shares during the period. Kinder Morgan makes up about 1.3% of Cinctive Capital Management LP’s portfolio, making the stock its 7th largest holding. Cinctive Capital Management LP’s holdings in Kinder Morgan were worth $27,688,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Brighton Jones LLC acquired a new position in Kinder Morgan during the fourth quarter worth about $308,000. Schnieders Capital Management LLC. grew its stake in shares of Kinder Morgan by 11.4% in the 2nd quarter. Schnieders Capital Management LLC. now owns 69,444 shares of the pipeline company’s stock worth $2,042,000 after purchasing an additional 7,081 shares during the last quarter. PNC Financial Services Group Inc. grew its stake in shares of Kinder Morgan by 2.4% in the 2nd quarter. PNC Financial Services Group Inc. now owns 449,427 shares of the pipeline company’s stock worth $13,213,000 after purchasing an additional 10,419 shares during the last quarter. Bailard Inc. bought a new stake in shares of Kinder Morgan in the 2nd quarter worth approximately $277,000. Finally, Clearstead Trust LLC raised its holdings in shares of Kinder Morgan by 85.1% in the 2nd quarter. Clearstead Trust LLC now owns 2,578 shares of the pipeline company’s stock worth $76,000 after purchasing an additional 1,185 shares in the last quarter. 62.52% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms recently commented on KMI. UBS Group reissued a “buy” rating and set a $38.00 target price on shares of Kinder Morgan in a research note on Friday, December 12th. Mizuho upped their price target on Kinder Morgan from $31.00 to $37.00 and gave the company an “outperform” rating in a report on Thursday, March 5th. Scotiabank increased their price objective on Kinder Morgan from $29.00 to $30.00 and gave the company a “sector perform” rating in a research report on Friday, January 23rd. Freedom Capital raised Kinder Morgan from a “strong sell” rating to a “hold” rating in a research note on Wednesday, January 28th. Finally, Jefferies Financial Group lifted their target price on Kinder Morgan from $29.00 to $31.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. Eight research analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $33.38.

Insider Activity

In other Kinder Morgan news, Director William A. Smith bought 3,000 shares of Kinder Morgan stock in a transaction dated Monday, February 2nd. The stock was bought at an average price of $29.75 per share, for a total transaction 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. This trade represents a 10.68% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Anthony B. Ashley sold 8,000 shares of the firm’s stock in a transaction on Tuesday, February 17th. The stock was sold at an average price of $31.95, for a total value of $255,600.00. Following the completion of the sale, the vice president directly owned 100,146 shares of the company’s stock, valued at approximately $3,199,664.70. This trade represents a 7.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 46,498 shares of company stock valued at $1,418,248 in the last 90 days. Company insiders own 12.73% of the company’s stock.

Kinder Morgan Stock Performance

Shares of KMI opened at $33.40 on Friday. The company has a 50-day moving average of $30.73 and a two-hundred day moving average of $28.37. The stock has a market cap of $74.30 billion, a price-to-earnings ratio of 24.38, a PEG ratio of 3.08 and a beta of 0.68. The company has a debt-to-equity ratio of 0.95, a current ratio of 0.64 and a quick ratio of 0.50. Kinder Morgan, Inc. has a one year low of $23.94 and a one year high of $34.24.

Kinder Morgan (NYSE:KMI) last released its quarterly earnings results on Wednesday, January 21st. The pipeline company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.37 by $0.02. The business 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%. The firm’s revenue was up 13.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.30 earnings per share. On average, equities research analysts expect that Kinder Morgan, Inc. will post 1.25 earnings per share for the current year.

Kinder Morgan Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, February 17th. Shareholders of record on Monday, February 2nd were paid a dividend of $0.2925 per share. This represents a $1.17 annualized dividend and a yield of 3.5%. The ex-dividend date of this dividend was Monday, February 2nd. Kinder Morgan’s payout ratio is 85.40%.

Key Headlines Impacting Kinder Morgan

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

• Positive Sentiment: Wells Fargo raised its price target to $35 and kept an overweight rating, signaling roughly 4.8% upside from current levels and giving the stock a bullish catalyst. Wells Fargo price target raise
• Positive Sentiment: Analysis pieces highlight a potential tailwind from the AI/data‑center buildout, which is increasing on‑site power demand and could boost natural‑gas consumption and pipeline volumes — a medium-term demand positive for KMI. Data Center Boom Drives Natural Gas Use
• Positive Sentiment: Zacks and Yahoo Finance note KMI is a “trending” stock among retail readers, which can increase order flow and short‑term liquidity and keep the name in focus for investors. KMI Trending Stock (Zacks)
• Neutral Sentiment: Coverage highlighting long‑term historical returns (e.g., Benzinga’s “If you invested $1,000…” retrospective) can attract buy‑and‑hold investors but is unlikely to change near‑term fundamentals. 5‑Year Performance Retrospective
• Neutral Sentiment: Forbes’ billionaire list mentions (Kinder family wealth rising) generate positive PR but have limited direct impact on operations or cash flow. Forbes 2026 World’s Billionaires
• Negative Sentiment: Stifel raised its target to $33 but kept a hold rating; that target implies limited or slight downside from current prices and reflects caution among some analysts about meaningful near‑term upside. Stifel price target raise

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.