Jefferies Financial Group Issues Pessimistic Forecast for Kinder Morgan (NYSE:KMI) Stock Price

Kinder Morgan (NYSE:KMI) had its price target decreased by equities research analysts at Jefferies Financial Group from $36.00 to $34.00 in a report issued on Thursday,Benzinga reports. The brokerage currently has a “hold” rating on the pipeline company’s stock. Jefferies Financial Group’s price target suggests a potential upside of 8.54% from the company’s current price.

A number of other equities research analysts have also recently commented on the company. Wells Fargo & Company raised their price objective on Kinder Morgan from $34.00 to $35.00 and gave the company an “overweight” rating in a research note on Friday, March 13th. TD Cowen raised their price objective on Kinder Morgan from $34.00 to $35.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. Barclays reaffirmed an “overweight” rating on shares of Kinder Morgan in a research report on Friday, February 20th. Scotiabank lifted their target price on Kinder Morgan from $31.00 to $32.00 and gave the company a “sector perform” rating in a research report on Thursday, March 26th. Finally, 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 report on Friday, March 13th. Seven analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $34.20.

Kinder Morgan Stock Down 1.5%

Kinder Morgan stock traded down $0.49 during mid-day trading on Thursday, reaching $31.33. The stock had a trading volume of 10,927,844 shares, compared to its average volume of 14,079,453. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.50 and a current ratio of 0.64. Kinder Morgan has a fifty-two week low of $25.60 and a fifty-two week high of $34.73. The stock’s 50-day simple moving average is $32.92 and its 200-day simple moving average is $29.44. The firm has a market capitalization of $69.69 billion, a PE ratio of 22.86, a price-to-earnings-growth ratio of 2.87 and a beta of 0.64.

Kinder Morgan (NYSE:KMI) last announced its quarterly earnings data on Wednesday, April 22nd. The pipeline company reported $0.48 EPS for the quarter, beating analysts’ consensus estimates of $0.38 by $0.10. Kinder Morgan had a return on equity of 9.02% and a net margin of 18.04%.The firm had revenue of $4.83 billion during the quarter, compared to analysts’ expectations of $4.55 billion. During the same quarter last year, the firm posted $0.34 earnings per share. The company’s revenue for the quarter was up 13.8% compared to the same quarter last year. Kinder Morgan has set its FY 2026 guidance at 1.360-1.360 EPS. On average, sell-side analysts forecast that Kinder Morgan will post 1.4 EPS for the current fiscal year.

Insiders Place Their Bets

In related news, VP Michael P. Garthwaite sold 1,550 shares of Kinder Morgan stock in a transaction on Thursday, April 16th. The stock was sold at an average price of $31.72, for a total transaction of $49,166.00. Following the sale, the vice president directly owned 44,843 shares in the company, valued at approximately $1,422,419.96. This trade represents a 3.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, VP Anthony B. Ashley sold 8,000 shares of Kinder Morgan 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 sale, the vice president owned 100,146 shares in the company, valued at $3,199,664.70. This trade represents a 7.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 29,598 shares of company stock valued at $952,572. 12.72% of the stock is owned by insiders.

Institutional Trading of Kinder Morgan

A number of hedge funds have recently bought and sold shares of the business. TD Capital Management LLC lifted its holdings in Kinder Morgan by 36.0% during the fourth quarter. TD Capital Management LLC now owns 1,220 shares of the pipeline company’s stock worth $34,000 after acquiring an additional 323 shares during the period. Loomis Sayles & Co. L P raised its stake in shares of Kinder Morgan by 13.0% in the fourth quarter. Loomis Sayles & Co. L P now owns 2,860 shares of the pipeline company’s stock valued at $79,000 after buying an additional 329 shares during the period. Parkside Financial Bank & Trust raised its stake in shares of Kinder Morgan by 4.1% in the fourth quarter. Parkside Financial Bank & Trust now owns 8,445 shares of the pipeline company’s stock valued at $232,000 after buying an additional 333 shares during the period. Waddell & Associates LLC raised its stake in shares of Kinder Morgan by 1.3% in the fourth quarter. Waddell & Associates LLC now owns 26,206 shares of the pipeline company’s stock valued at $720,000 after buying an additional 336 shares during the period. Finally, Abbot Financial Management Inc. raised its stake in shares of Kinder Morgan by 0.8% in the fourth quarter. Abbot Financial Management Inc. now owns 44,707 shares of the pipeline company’s stock valued at $1,229,000 after buying an additional 338 shares during the period. 62.52% of the stock is currently owned by institutional investors.

Kinder Morgan News Summary

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

• Positive Sentiment: Q1 beat — KMI reported $0.48 adj. EPS vs. ~$0.38 consensus and revenue of $4.83B (+13.8% Y/Y), driven by higher natural‑gas volumes and stronger pipeline contribution. Kinder Morgan’s Q1 Earnings Beat on Natural Gas Pipeline Strength
• Positive Sentiment: Strong demand/backlog — management highlighted robust natural‑gas sales volumes (charts show ~+50% Y/Y in areas) and a ~$10.1B backlog supporting near‑term growth and utilization. Kinder Morgan in charts: Natural gas sales volume rises almost 50% Y/Y
• Positive Sentiment: Dividend raised — board approved a quarterly dividend of $0.2975 (1.7% increase), maintaining a ~3.7% yield that supports income‑oriented investors. Kinder Morgan Reports First Quarter 2026 Financial Results
• Positive Sentiment: Growth catalysts — management is pursuing pipeline expansions and strategic projects (including a planned gasoline pipeline to California with Phillips 66), which could drive longer‑term throughput and fee‑based revenue. California’s First Gasoline Pipeline Moving Forward
• Neutral Sentiment: FY‑2026 guidance trimmed slightly — KMI set EPS guidance at 1.360 for FY‑2026 versus ~1.390 consensus, which tempers upside expectations despite the quarter’s beat.
• Neutral Sentiment: Earnings call color available — transcripts and call highlights provide detail on segment trends (gas strength vs. weaker fuel/product volumes) and capex/timing for expansion projects. Q1 2026 Earnings Call Transcript
• Negative Sentiment: Sell‑side downgrade — Wolfe Research cut KMI from “strong‑buy” to “hold,” increasing short‑term selling pressure and investor caution. Wolfe Research downgrade
• Negative Sentiment: Segment weakness & execution risk — product/fuel volumes were down and some expansion/timing uncertainties remain; combined with the guide miss and the downgrade, that explains today’s pullback despite the beat. KMI Q1 2026 Coverage

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.