Why Kinder Morgan (KMI) Stock Is Up Today

Kinder Morgan (KMI) is up 3.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver appears to be a mix of continued investor optimism around Kinder Morgan’s strong second-quarter results and several recent growth-project updates that reinforce its long-term natural gas and refined-products expansion story. There does not appear to be one single same-day headline explaining the full move, so part of today’s gain could also reflect momentum in response to those recent developments.

Details:

Kinder Morgan posted record second-quarter 2026 net income and adjusted EBITDA, with adjusted EPS running well above the prior year.

Management said full-year 2026 results were tracking ahead of budget, including expectations for adjusted EBITDA to come in more than 5% above plan and adjusted EPS more than 12% above plan.

The company and its partners recently reached a final investment decision on the Western Gateway Pipeline, adding another visible project to Kinder Morgan’s backlog and future cash flow outlook.

Federal approval for major Kinder Morgan-backed Southeast gas expansion projects in early August likely added to confidence that its natural gas infrastructure platform can keep growing through long-term contracted capacity.

Sources:

Kinder Morgan Investor Relations, SEC, Pipeline & Gas Journal

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$KMI Insider Trading Activity

$KMI insiders have traded $KMI stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.

Here’s a breakdown of recent trading of $KMI stock by insiders over the last 6 months:

JOHN W SCHLOSSER (V.P. (President, Terminals)) has made 0 purchases and 5 sales selling 30,830 shares for an estimated $1,003,534.
MICHAEL P. GARTHWAITE (VP (Pres., Products Pipelines)) has made 0 purchases and 6 sales selling 9,300 shares for an estimated $302,666.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

$KMI Hedge Fund Activity

We have seen 903 institutional investors add shares of $KMI stock to their portfolio, and 854 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 32,412,710 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,036,234,338
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 29,766,795 shares (+inf%) to their portfolio in Q2 2026, for an estimated $951,644,436
ONTARIO TEACHERS PENSION PLAN BOARD added 7,488,168 shares (+inf%) to their portfolio in Q2 2026, for an estimated $239,396,730
QUBE RESEARCH & TECHNOLOGIES LTD added 5,682,573 shares (+9857.2%) to their portfolio in Q2 2026, for an estimated $181,671,858
TWO SIGMA INVESTMENTS, LP removed 5,426,794 shares (-92.7%) from their portfolio in Q2 2026, for an estimated $173,494,604
STATE STREET CORP added 5,361,578 shares (+4.3%) to their portfolio in Q2 2026, for an estimated $171,409,648
BLACKSTONE INC. added 4,694,976 shares (+22.0%) to their portfolio in Q2 2026, for an estimated $150,098,382

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$KMI Congressional Stock Trading

Members of Congress have traded $KMI stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $KMI stock by members of Congress over the last 6 months:

SENATOR ALAN ARMSTRONG sold up to $15,000 on 03/27.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.

$KMI Price Targets

Multiple analysts have issued price targets for $KMI recently. We have seen 9 analysts offer price targets for $KMI in the last 6 months, with a median target of $35.0.

Here are some recent targets:

Julien Dumoulin-Smith from Jefferies set a target price of $34.0 on 04/23/2026
Spiro Dounis from Citigroup set a target price of $33.0 on 03/30/2026
Elvira Scotto from RBC Capital set a target price of $35.0 on 03/30/2026
Brandon Bingham from Scotiabank set a target price of $32.0 on 03/26/2026
Gabe Daoud from Truist Securities set a target price of $38.0 on 03/24/2026
Michael Blum from Wells Fargo set a target price of $35.0 on 03/13/2026
Selman Akyol from Stifel set a target price of $33.0 on 03/13/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.