Kinder Morgan Reports 22% Q4 Profit Increase, Forecasts $1.36 EPS for FY26
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: stocktwits
- Significant Profit Growth: Kinder Morgan reported an adjusted net income of $866 million for Q4, translating to $0.39 per share, which is a 22% increase from Q4 2024 and exceeds analyst expectations of $0.37, indicating strong market performance.
- Strong Backlog: The company’s backlog reached $10 billion at the end of Q4 2025, suggesting robust growth potential driven by increasing power demand, particularly from data centers in the coming years.
- Dividend Increase: The board approved a cash dividend of $0.2925 per share for Q4, representing a 2% increase over Q4 2024, reflecting confidence in future cash flows and commitment to shareholder returns.
- Neutral Market Sentiment: Despite a nearly 7% decline in share price over the past 12 months, retail investor sentiment around KMI remains neutral, indicating cautious optimism regarding the company's future performance.
Analyst Views on KMI
Wall Street analysts forecast KMI stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for KMI is 31.62 USD with a low forecast of 27.00 USD and a high forecast of 36.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Analyst Rating
8 Buy
6 Hold
0 Sell
Moderate Buy
Current: 27.960
Low
27.00
Averages
31.62
High
36.00
Current: 27.960
Low
27.00
Averages
31.62
High
36.00
About KMI
Kinder Morgan, Inc. is an energy infrastructure company. The Company owns an interest in or operates approximately 79,000 miles of pipelines and 139 terminals. Its Natural Gas Pipelines segment includes ownership and operation of interstate and intrastate natural gas pipeline and storage systems and natural gas gathering systems and natural gas processing and treating facilities. Its Products Pipelines segment includes ownership and operation of refined petroleum products, crude oil and condensate pipelines that primarily deliver, among other products, gasoline, diesel and jet fuel, crude oil and condensate to various markets, plus the ownership and/or operation of associated product terminals and petroleum pipeline transmix facilities. Its Terminals segment includes ownership and/or operation of liquid and bulk terminal facilities and Jones Act-qualified tankers. Its CO2 segment is engaged in the production, transportation and marketing of CO2 to oil fields.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
