KMI Kinder Morgan, Inc.

bullish · high conviction track record → $31.79 +0.09 (+0.3%)
Mkt Cap $71B P/E 23.4 fwd 22.0 52wk $25.43 - $34.73 1h ago
Insider selling: $47,797,043 sold by 18 insiders (30d)
Est. revisions: +6.6% (5 up, 0 down in 30d)
Factor Model (net +1.9)

Factor Model

net +1.9 3.8 / 10
Est. Revisions
+0.4
Insider Activity
+0.0
Momentum
+0.0
Analyst Rev.
+1.0
Narrative Gap
+0.0

KMI Boosts LNG Exports Amid Global Supply Strain

Watch: Monitor Elba Island LNG project final export volumes and any related sanctioning news to gauge export-driven earnings lift potential.

Kinder Morgan won DOE approval on April 3, 2026, to increase LNG exports from its Elba Island plant by 22% above the prior cap of 130 Bcf/year. This expansion comes amid global LNG supply constraints caused by the US-Iran war and Strait of Hormuz blockade, cutting roughly 20% of supply. QatarEnergy forecasts up to 12 million mtpa of LNG offline for up to five years due to Iranian missile damage. Multiple insiders, including Richard Kinder, have added to their positions recently.

The export boost strengthens KMI's cash flow potential and strategic position in a tight LNG market suffering from geopolitical disruptions, enabling durable revenue growth and margin expansion amid robust demand.

Evidence

2h ago Kinder Morgan (KMI) Receives DoE Approval for Additional LNG Exports yahoo-finance
3d ago Insider buy by SMITH WILLIAM A (KMI): $89,236
3d ago Insider buy by CHRONIS AMY W (KMI): $112,443
3d ago Insider buy by KINDER RICHARD D (KMI): $25,964,900
3d ago Insider buy by CHRONIS AMY W (KMI): $200,986
3d ago Insider sell by SHAPER CHARLES PARK (KMI): $22,263,481
3d ago Insider buy by CHRONIS AMY W (KMI): $55,790
3d ago Insider buy by CHRONIS AMY W (KMI): $75,059
4 older signals
32d ago Kinder Morgan (KMI) Price Target Upped to $37, ‘Outperform’ Rating Maintained
37d ago BofA Raises its Target on Kinder Morgan, Inc (KMI) to $39
43d ago Kinder Morgan, Inc. (KMI) Adds $900M in New Gas Projects to Backlog, Goldman Sachs Reaffirms Buy Rating
45d ago Kinder Morgan, Inc. (KMI) Adds $900M in New Gas Projects to Backlog, Goldman Sachs Reaffirms Buy Rating
Fundamentals & Data ▾
Kinder Morgan, Inc. Energy · Oil & Gas Midstream
Mkt Cap
$71B
P/E
23.4 fwd 22.0
Beta
0.63
Div Yield
358.00%
52w Range
$25.43 - $34.73
Short Interest
48.3M 2.49%
Days to Cover
3.3 +5%
Technicals downtrend
from 52w Hi
-4.5%
1w return
-3.6%
Insiders
selling 2B / 9S
EPS Estimate
$0.39 +6.6% 30d 5up / 0dn
Est. Dispersion
17% 12 analysts
Analyst Target
$35 $26 - $43
Options P/C
0.33
Insider Cluster
strong buy 3B / 9S
Fund Convergence
strong Citadel, Two Sigma, Renaissance, Bridgewater
Financials
Revenue
$4.5B +13% YoY
FCF
$872M
Gross Margin
54%
Op Margin
30%
Momentum: accelerating
Top Holders
Citadel $135M
Two Sigma $43M
Renaissance $31M
Bridgewater $2M
Recent Filings & Data
insider trade 66
net selling · $47,797,043 sold · $26,498,414 bought
18 insiders · 66 transactions (30d)
Recent transactions
SCHLOSSER JOHN W · sell · $203,071
GARTHWAITE MICHAEL P · sell · $51,609
SCHLOSSER JOHN W · sell · $207,640
ASHLEY ANTHONY B · sell · $255,560
SCHLOSSER JOHN W · sell · $185,523
SMITH WILLIAM A · buy · $89,236
MICHELS DAVID PATRICK · sell · $600,000
CHRONIS AMY W · award · $250,242
VAGT ROBERT F · award · $50,048
SCHLOSSER JOHN W · sell · $169,491
SCHLOSSER JOHN W · sell · $171,476
SANDERS DAX A · other
SCHLOSSER JOHN W · sell · $166,482
CHRONIS AMY W · buy · $112,443
KINDER RICHARD D · buy · $25,964,900
SCHLOSSER JOHN W · sell · $173,709
GRAHMANN KEVIN P · sell · $658,908
SANDERS DAX A · sell · $814,999
SCHLOSSER JOHN W · sell · $171,446
MICHELS DAVID PATRICK · sell · $1,127,716
MODY SITAL K · sell · $1,273,596
DANG KIMBERLY A · other
MARTIN THOMAS A · other
JAMES CATHERINE C · other
SCHLOSSER JOHN W · other
SANDERS DAX A · other
MICHELS DAVID PATRICK · other
HOLLAND JAMES E · other
GRAHMANN KEVIN P · other
CHRONIS AMY W · buy · $75,059
MODY SITAL K · other
PITTA MICHAEL J · other
MARTIN THOMAS A · sell · $508,676
MARTIN THOMAS A · sell · $496,255
MARTIN THOMAS A · sell · $479,018
MORGAN MICHAEL C · sell · $4,295,800
SCHLOSSER JOHN W · sell · $2,010,953
MARTIN THOMAS A · sell · $498,521
SCHLOSSER JOHN W · other
CHRONIS AMY W · award · $250,072
VAGT ROBERT F · award · $50,264
MARTIN THOMAS A · sell · $502,294
MARTIN THOMAS A · sell · $492,079
MARTIN THOMAS A · sell · $502,530
CHRONIS AMY W · buy · $55,790
SHAPER CHARLES PARK · sell · $22,263,481
SHAPER CHARLES PARK · other
MICHELS DAVID PATRICK · other
SANDERS DAX A · sell · $1,114,464
CHRONIS AMY W · buy · $200,986
MARTIN THOMAS A · sell · $2,101,000
MODY SITAL K · sell · $529,553
DANG KIMBERLY A · other
JAMES CATHERINE C · other
SANDERS DAX A · other
MICHELS DAVID PATRICK · other
HOLLAND JAMES E · other
GRAHMANN KEVIN P · other
MODY SITAL K · sell · $455,078
SANDERS DAX A · other
ASHLEY ANTHONY B · other
MODY SITAL K · other
PITTA MICHAEL J · other
SANDERS DAX A · sell · $987,515
CHRONIS AMY W · award · $152,549
MORGAN MICHAEL C · sell · $4,328,600
12 signals · latest 2h ago

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