Kinder Morgan, Inc.

NYSE:KMI 株式レポート

時価総額:US$74.5b

Kinder Morgan マネジメント

マネジメント 基準チェック /44

Kinder Morganの CEO はKim Dangで、 Aug2023年に任命され、 の在任期間は 2.75年です。 の年間総報酬は$ 12.33Mで、 4.2%給与と95.8%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.13%を直接所有しており、その価値は$ 95.70M 。経営陣と取締役会の平均在任期間はそれぞれ6.5年と14年です。

主要情報

Kim Dang

最高経営責任者

US$12.3m

報酬総額

CEO給与比率4.24%
CEO在任期間2.8yrs
CEOの所有権0.1%
経営陣の平均在職期間6.5yrs
取締役会の平均在任期間14yrs

経営陣の近況

Recent updates

ナラティブの更新 May 11

KMI: Gas Backlog And Project Pipeline Execution Will Drive Future Risk Reward

Kinder Morgan's updated analyst price target edges higher to about $35.33 per share from roughly $35.24, as analysts factor in slightly higher assumed discount rates, modestly lower revenue growth expectations, a small uptick in projected profit margins, and higher future P/E multiples following a series of recent target changes across the Street. Analyst Commentary Recent Street research on Kinder Morgan has been active, with several firms adjusting price targets and refining models based on updated estimates, project backlogs, and meetings with management.
ナラティブの更新 Apr 27

KMI: Gas Backlog And Project Pipeline Progress Will Shape Future Risk Reward

Analysts have inched their average price target for Kinder Morgan higher by about $0.40, reflecting slightly stronger revenue growth assumptions, a modestly lower future P/E multiple, and broadly supportive recent research updates from major firms. Analyst Commentary Recent research on Kinder Morgan reflects a generally constructive tone, with several firms adjusting price targets and models while a smaller group has started to temper expectations at the margin.
Seeking Alpha Apr 23

Kinder Morgan: The Case To $40 Is Here (Rating Upgrade)

Summary Kinder Morgan is upgraded to a buy as structural tailwinds and a backlog that has tripled have transformed it into an infrastructure growth play. KMI benefits from stable cash flows, with 91% of revenues from take-or-pay and fee-based contracts and minimal commodity price exposure. Q1 2026 results exceeded expectations, driven by surging U.S. LNG demand amid Middle East disruptions and data center-driven power needs. With EBITDA projected to reach $10B in 2026 and $10.5B by 2027, KMI offers 27% upside to a $40 target, plus a 3.7% yield. Read the full article on Seeking Alpha
ナラティブの更新 Apr 09

KMI: Gas Exposure And Project Backlog Will Shape Future Risk Reward Balance

Analysts raised Kinder Morgan’s fair value estimate from $34.14 to $34.82, citing a series of higher price targets across the Street based on updated models, a sizeable $10 billion project backlog, and recent meetings with management as key supports for the revised view. Analyst Commentary Recent research activity around Kinder Morgan has been active, with several firms updating models, revising price targets, and refining ratings following company updates and management meetings.
新しいナラティブ Apr 08

Kinder Morgan, Inc. (KMI): The "Midstream Tollway" Fueling the Natural Gas Supercycle

Kinder Morgan, Inc. (KMI) , one of the largest energy infrastructure companies in North America, closed the April 8, 2026, session at $33.30 USD on the NYSE.
ナラティブの更新 Mar 26

KMI: Project Backlog And Gas Exposure Will Shape Future Risk Reward Balance

Analysts have lifted the Kinder Morgan fair value estimate by about $1 to $34.14, citing updated models that factor in adjusted long term revenue growth, slightly higher profit margins, and revised future P/E assumptions reflected in a series of recent price target increases across the Street. Analyst Commentary Recent research coverage shows a cluster of higher price targets on Kinder Morgan, along with a mix of positive and more cautious views on execution, valuation, and long term growth prospects.
ナラティブの更新 Mar 11

KMI: Western Gateway Backlog And Gas Exposure Will Shape Future Return Balance

The analyst price target for Kinder Morgan is updated higher to $33.19 from $32.05, reflecting Street research that points to refreshed models after management meetings, expectations for more runway in gas focused names, and greater visibility from the company’s $10b project backlog. Analyst Commentary Recent Street research points to a cluster of higher price targets for Kinder Morgan, with several firms revisiting their models following management meetings and the latest quarterly update.
ナラティブの更新 Feb 25

KMI: Western Gateway And Dividend Outlook Will Shape Future Return Balance

The analyst price target for Kinder Morgan has increased by about $0.30 to roughly $32.05 per share, as analysts factor in refreshed models following the Q4 report and a modest adjustment to the longer term P/E assumption. Analyst Commentary Recent Street research on Kinder Morgan has been clustered around higher price targets and refreshed modeling work following the Q4 report.
ナラティブの更新 Feb 08

KMI: Western Gateway Progress And Dividend Guidance Will Shape Balanced Return Outlook

Analysts have inched up their fair value estimate for Kinder Morgan to about $31.76, reflecting recent Street price target increases of $1 to $2 and slightly higher assumed P/E and profit margins, despite a more tempered revenue growth outlook and a modestly lower discount rate. Analyst Commentary Recent Street research has focused on Kinder Morgan's valuation framework, with several firms adjusting price targets and ratings in light of updated P/E and margin assumptions.
分析記事 Jan 29

Kinder Morgan's (NYSE:KMI) Dividend Will Be $0.2925

Kinder Morgan, Inc. ( NYSE:KMI ) will pay a dividend of $0.2925 on the 17th of February. This payment means that the...
ナラティブの更新 Jan 24

KMI: Western Gateway Progress And Dividend Outlook Will Support Measured Return Potential

Analysts nudged their fair value estimate for Kinder Morgan higher to about US$31.55 from roughly US$31.06, citing updated assumptions around discount rates, revenue growth, profit margins, and a slightly higher future P/E multiple that is reflected in recent price target increases from several firms. Analyst Commentary Recent Street research has focused on Kinder Morgan's valuation framework and assumptions around earnings power, which has resulted in modest price target increases of US$1 to US$2 from several firms.
分析記事 Oct 28

Kinder Morgan (NYSE:KMI) Has Affirmed Its Dividend Of $0.2925

The board of Kinder Morgan, Inc. ( NYSE:KMI ) has announced that it will pay a dividend on the 17th of November, with...
分析記事 Aug 17

Kinder Morgan (NYSE:KMI) Takes On Some Risk With Its Use Of Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 Jul 21

Kinder Morgan (NYSE:KMI) Has Affirmed Its Dividend Of $0.2925

Kinder Morgan, Inc. ( NYSE:KMI ) will pay a dividend of $0.2925 on the 15th of August. This means the dividend yield...
分析記事 Jul 16

Do Kinder Morgan's (NYSE:KMI) Earnings Warrant Your Attention?

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Seeking Alpha Apr 27

Kinder Morgan's Drop Presents A Great Buying Opportunity

Summary Kinder Morgan, despite a recent 12.2% stock decline, remains a solid investment due to its stable business model and consistent cash flow growth. The company saw a 10.4% revenue increase in Q1 2025, driven by higher natural gas prices and increased transportation volume. Management's optimistic 2025 outlook includes significant investments in growth initiatives and a strategic acquisition, projecting higher EBITDA and cash flow. Kinder Morgan's leverage is manageable, and its cash flows are largely protected from market volatility, making it a reliable, albeit not the best, investment in the midstream sector. Read the full article on Seeking Alpha
Seeking Alpha Apr 21

Kinder Morgan: A Solid Dividend Play

Summary Kinder Morgan beat top line estimates in Q1'25, but missed on earnings. Despite underperforming rivals in terms of dividend growth, Kinder Morgan's natural gas focus and growing EBITDA make it a solid midstream investment. The midstream platform's FY 2025 guidance implies 4% Y/Y EBITDA growth. Kinder Morgan achieves 95% of its cash flow from contracts and fee arrangements, leading to a very safe dividend. Shares trade at 11.3X EBITDA, which gives shares about 6% upside potential to my fair value estimate of $28.70 per share. While Kinder Morgan's valuation remains stable, it has long-term dividend appeal amid market fluctuations. Read the full article on Seeking Alpha
Seeking Alpha Mar 28

Kinder Morgan: Let Your Profit Run

Summary KMI’s FY Q4 earnings report ("ER") revealed some headwinds in the near term, ranging from uneven throughputs to cost pressure. However, the overall picture is bright in my view. Judging by the update in the ER, I consider the margin expansion potential and capital expansion projects as the dominant forces. Its current P/E can be well justified by these positive forces, and the cost headwinds are ultimately temporary. Read the full article on Seeking Alpha
Seeking Alpha Feb 25

Kinder Morgan: Blow-Off Top On The Chart, But Fundamentals Remain Solid

Summary Kinder Morgan has outperformed both the Energy sector and the Global X MLP & Energy Infrastructure ETF over the past year, with a strong 43% total return. Q4 2024 results were soft, with EPS missing estimates slightly and revenue falling 1.2% year-over-year, but operating performance was decent due to growth in key segments. Technically, KMI's stock shows a potential blow-off top, having pulled back more than 15% from its recent peak above $31, with key support levels to watch at the 200-day moving average. Read the full article on Seeking Alpha
Seeking Alpha Jan 24

Kinder Morgan Q4: Strong Strategy For Growth In Oil And Gas

Summary I rate Kinder Morgan, Inc. a Buy for long-term investors seeking capital appreciation and income, backed by strong fundamentals and strategic initiatives. KMI boasts an 8-year streak of dividend increases, a 3.74% annual yield, and a $3 billion stock buyback program enhancing shareholder value. The company’s robust Q4 '24 earnings, strategic project pipeline, and favorable political climate under the new Trump administration support future growth. KMI's management, owning 13% of shares, is committed to shareholder wealth, with a BBB investment grade rating ensuring access to capital. Read the full article on Seeking Alpha
Seeking Alpha Jan 16

Kinder Morgan Remains A Good, But Not Great, Play

Summary Kinder Morgan remains a 'buy' due to its stable, predictable cash flows, and significant growth potential, despite slightly elevated leverage. Management forecasts 2025 adjusted EPS of $1.27 and EBITDA of $8.3 billion, driven by natural gas operations. Distributable cash flow for 2025 is expected to rise to $5.2 billion, with substantial growth projects worth $5.12 billion in the pipeline. Shares are slightly undervalued for their quality and stability, making Kinder Morgan a safer investment despite being pricier than peers. Read the full article on Seeking Alpha
Seeking Alpha Dec 30

Kinder Morgan: Solid Pipeline Play

Summary Kinder Morgan, a leading US natural gas transporter, benefits from high cash flow visibility and strong balance sheets, making it a solid investment. KMI has outperformed the broader market and peers, driven by its US-focused operations, low debt, and strategic deleveraging efforts. A discounted cash flow valuation suggests a 12.29% undervaluation, with strong growth prospects fueled by rising energy demand and efficient capital deployment. Risks include higher valuation diminishing dividend attractiveness and potential short-term fluctuations not realizing implied value, but long-term prospects remain robust. Read the full article on Seeking Alpha
Seeking Alpha Nov 25

From Pipelines To Paychecks - The Kinder Morgan Benefit

Summary Kinder Morgan's stock has surged 71% year-to-date, reducing its yield to 4%, the lowest since 2018, but still offers solid income. The company is crucial in U.S. natural gas infrastructure, benefiting from rising demand, LNG exports, and domestic power generation. Despite its strong performance, KMI's current valuation is high, and I recommend waiting for a pullback before making significant new investments. Long-term, I remain bullish on the midstream sector due to favorable growth prospects and potential shifts from money market funds to high-quality dividend stocks. Read the full article on Seeking Alpha
Seeking Alpha Oct 26

Kinder Morgan Is Not Done Pumping Out The Gains Just Yet

Summary Kinder Morgan, with a $55 billion market cap, operates 79,000 miles of pipelines and 139 terminals, showing strong growth despite lower revenue due to commodity prices. The stock has risen 15.5% since July, outperforming the S&P 500, driven by increased cash flows and solid profitability metrics like net income and true free cash flow. Despite being pricier than peers, Kinder Morgan's stability, growth projects, and significant natural gas market position make it a strong long-term investment. I maintain a soft 'buy' rating, given the company's robust fundamentals, ongoing growth initiatives, and potential for continued investor returns. Read the full article on Seeking Alpha
Seeking Alpha Oct 16

Kinder Morgan: 2 Reasons Why Taking Profits Is Prudent Today (Downgrade)

Summary The Global X MLP & Energy Infrastructure ETF has shown strong performance, keeping pace with the S&P 500 over the past 24 months. Kinder Morgan is near 52-week highs, with a 47% total return in 2024, but now trades at a somewhat stretched valuation. Despite a favorable outlook, KMI's forward P/E ratio of 20.6 and overbought technical indicators suggest caution. Key risks for KMI include weaker LNG demand, regulatory challenges post-elections, and higher interest expenses due to significant debt. Read the full article on Seeking Alpha
Seeking Alpha Sep 16

Kinder Morgan Should Benefit From AI Growth And Rate Cuts

Summary Kinder Morgan is fairly valued but poised for appreciation due to rising global energy demand and AI-driven power consumption increases. The company benefits from extensive midstream assets, particularly in Texas, and is well-positioned for growth in LNG exports and domestic gas demand. Kinder Morgan's 5.4% dividend yield and anticipated Federal Reserve rate cuts enhance its attractiveness, supporting potential stock price increases. Risks include fluctuating energy prices, AI demand uncertainty, potential regulatory changes impacting LNG exports, and refinancing costs. Read the full article on Seeking Alpha
Seeking Alpha Aug 23

Kinder Morgan: Still A Great Bargain At 7x Price-To-Cash Flow

Summary Kinder Morgan remains a strong dividend stock with inflation-protected revenue streams and a 5.5% yield. KMI's business performance is solid, with steady earnings and growth opportunities in natural gas expansion and data centers' power demand. Despite not being as cheap as before, KMI remains attractively priced. Its valuation, dividend yield, and growth potential make it a buy-and-hold stock for investors. Read the full article on Seeking Alpha
Seeking Alpha Aug 05

Don't Let Kinder Morgan's Upswing Turn You Away

Summary Kinder Morgan reported strong 2Q 2024 results with $0.26/share in EPS and $1.1 billion in DCF, enabling long-term shareholder returns. The company maintains a large infrastructure portfolio focused on natural gas, providing reliable cash flow and integration to the market. Kinder Morgan's 2024 outlook includes increased dividend, $5 billion in DCF, and manageable debt, showing potential for strong long-term shareholder returns. Read the full article on Seeking Alpha

CEO報酬分析

Kinder Morgan の収益と比較して、Kim Dang の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$3b

Dec 31 2025US$12mUS$523k

US$3b

Sep 30 2025n/an/a

US$3b

Jun 30 2025n/an/a

US$3b

Mar 31 2025n/an/a

US$3b

Dec 31 2024US$12mUS$500k

US$3b

Sep 30 2024n/an/a

US$3b

Jun 30 2024n/an/a

US$2b

Mar 31 2024n/an/a

US$2b

Dec 31 2023US$12mUS$498k

US$2b

Sep 30 2023n/an/a

US$2b

Jun 30 2023n/an/a

US$2b

Mar 31 2023n/an/a

US$3b

Dec 31 2022US$7mUS$473k

US$3b

Sep 30 2022n/an/a

US$3b

Jun 30 2022n/an/a

US$2b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$6mUS$450k

US$2b

Sep 30 2021n/an/a

US$2b

Jun 30 2021n/an/a

US$2b

Mar 31 2021n/an/a

US$2b

Dec 31 2020US$5mUS$464k

US$106m

Sep 30 2020n/an/a

US$110m

Jun 30 2020n/an/a

US$161m

Mar 31 2020n/an/a

US$1b

Dec 31 2019US$5mUS$423k

US$2b

報酬と市場: Kimの 総報酬 ($USD 12.33M ) は、 US市場 ($USD 14.84M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Kimの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Kim Dang (55 yo)

2.8yrs
在職期間
US$12,331,566
報酬

Mrs. Kimberly Allen Dang, also known as Kim, had been President of Kinder Morgan, Inc. since April 18, 2018 until August 01, 2023 and serves as its Chief Executive Officer since August 01, 2023. Mrs. Dang...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Richard Kinder
Executive Chairman of the Board26.6yrsUS$1.0011.6%
$ 8.6b
Kimberly Dang
CEO & Director2.8yrsUS$12.33m0.13%
$ 95.7m
Dax Sanders
Presidentless than a yearUS$4.23m0.013%
$ 9.7m
David Michels
VP & CFO8.1yrsUS$3.92m0.0063%
$ 4.7m
John Schlosser
VP & President of Terminals11.4yrsUS$3.77m0.0079%
$ 5.9m
Sital Mody
VP & President of Natural Gas Pipelinesno dataUS$4.14mデータなし
James Holland
VP & COO5.8yrsUS$3.47m0.024%
$ 17.9m
Mark Huse
VP & Chief Information Officer13.3yrsデータなしデータなし
Michael Pitta
VP & Chief Administrative Officer2.3yrsデータなし0.0030%
$ 2.2m
Peter Staples
Director of IRno dataデータなしデータなし
Catherine B. James
VP & General Counsel7.3yrsデータなし0.0055%
$ 4.1m
David Conover
Vice President of Government Relations & Communicationsno dataデータなしデータなし
6.5yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: KMIの経営陣は経験豊富で経験豊富です(平均在職期間は6.5年)。


取締役

名称ポジション在職期間報酬所有権
Richard Kinder
Executive Chairman of the Board26.6yrsUS$1.0011.6%
$ 8.6b
Kimberly Dang
CEO & Director9.3yrsUS$12.33m0.13%
$ 95.7m
Ted Gardner
Independent Director11.4yrsUS$250.00k0.023%
$ 16.9m
William Smith
Independent Director11.4yrsUS$250.00k0.0023%
$ 1.7m
Michael Morgan
Independent Lead Director19yrsUS$250.00k0.014%
$ 10.3m
C. Shaper
Independent Director19yrsUS$250.00k0.38%
$ 286.8m
Anthony Hall
Independent Director14yrsUS$250.00k0.0021%
$ 1.6m
Robert Vagt
Independent Director14yrsUS$250.93k0.0023%
$ 1.7m
Steven Kean
Director19yrsUS$250.00k0.34%
$ 254.0m
Arthur Reichstetter
Independent Director11.4yrsUS$250.00k0.0048%
$ 3.6m
Amy Chronis
Independent Director2yrsUS$254.72k0.0022%
$ 1.6m
14.0yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: KMIの 取締役会 は経験豊富で 経験豊富 です ( 14年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 12:00
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Kinder Morgan, Inc. 8 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。35

アナリスト機関
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