Kinder Morgan, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

21
Slightly Bullish +25

What Kinder Morgan Stock's $13.2b Gas Backlog Means For Shareholders

Capacity expansion Infrastructure investment AI-generated analysis

Kinder Morgan has reported a record US$13.2 billion natural gas expansion backlog, anchored by major projects like the Southeast Connector and Permian Link. This significant pipeline buildout is designed to add future transportation capacity under long-term contracts, aligning infrastructure development with visible customer demand rather...

Bullish Signals

  • Record US$13.2B gas expansion backlog signals strong demand.
  • Projected 2029 revenue US$20.4B and earnings US$3.9B.
  • Backflow supports fee-based EBITDA with long-term cash flows.

Bearish Signals

  • Cash flow tight if debt hits 3.5x-4.5x target.
  • Execution risks: backlog delays and permitting hurdles.
22
Slightly Bullish +15

Vontobel cuts 58 percent stake in Kinder Morgan stock before results

Analyst downgrade AI-generated analysis

Vontobel significantly reduced its position in Kinder Morgan, selling 2.3 million shares representing a 58 percent cut to its stake on October 17, 2026. Following the transaction, the Swiss financial services firm retained approximately 1.66 million shares valued at USD 50.2 million. This regulatory filing...

Bullish Signals

  • Revenue rose 10.8% to USD 4.48 billion in Q2.
  • Adjusted EPS reached USD 0.37 with net income of USD 867 million.

Bearish Signals

  • Vontobel sold 2.3M shares, reducing stake by 58% before earnings.
23
Somewhat Bullish +45

Is Kinder Morgan (KMI) Undervalued After Its New Bond Offerings? - simplywall.st

AI-generated analysis

Kinder Morgan (KMI) recently completed significant fixed income offerings, issuing US$595.782 million in 6.150% notes due August 1, 2056, and US$1.149138 billion in 5.550% notes due August 1, 2036. These senior, unsecured bonds provide investors with fresh data regarding the company's funding mix and balance...

Bullish Signals

  • Transports 40% of U.S. gas feed to export terminals.
  • Steady contract-backed cash flows support measured revenue expansion.
  • Fair value US$35.33 indicates undervaluation vs LNG growth.

Bearish Signals

  • High net debt risks future cash flows.
  • Lower tariff renewal risks profit margins.
24
Slightly Bullish +15

Aurora Investment Counsel Lowers Stock Holdings in Kinder Morgan, Inc ...

AI-generated analysis

Aurora Investment Counsel significantly reduced its position in Kinder Morgan, Inc. (NYSE:KMI) by 30.3% during the first quarter, selling 22,358 shares to hold a remaining stake of 51,481 shares valued at $1.726 million. Conversely, several other institutional investors increased their exposure, with Assetmark Inc. raising...

Bullish Signals

  • Kinder Morgan beat Q1 EPS estimates at $0.48.
  • Revenue reached $4.83 billion, beating analyst expectations.
  • Revenue grew 13.8% year-over-year compared to prior year.
  • Quarterly dividend increased to $0.2975 with 3.7% yield.
  • UBS issued Buy rating with $43.00 price target.

Bearish Signals

  • Aurora Investment Counsel reduced position by 30.3%.
  • Insiders sold 21,598 shares over last ninety days.
  • High dividend payout ratio of 79.87% limits flexibility.
  • Weiss Ratings lowered rating from 'buy (a-)' to 'buy (b+)'.
25
Bullish +55

Here is What Barclays Thinks About Kinder Morgan (KMI)

AI-generated analysis

Barly reaffirmed its 'Buy' rating on Kinder Morgan, Inc. (NYSE: KMI) on June 12, 2026, setting a price objective of $34. This target represents an upside of over 8% from current trading levels, signaling continued analyst confidence in the company's valuation despite broader market shifts....

Bullish Signals

  • Barclays Buy rating with $34 price target.
  • Added $375M projects; placed $230M in service.
  • Three data center deals diversify portfolio.
  • 3.80% dividend yield offers attractive income.
  • Adjusted EPS forecast to rise 5% to $1.36.
  • Targets $8.6B adjusted EBITDA for FY 2026.