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Enbridge Shares Up 22.9% in a Year: Should You Buy the Stock or Wait?

https://finviz.com/news/317503/enbridge-shares-up-229-in-a-year-should-you-buy-the-stock-or-wait
Enbridge Inc. (ENB) shares have risen 22.9% over the past year, outperforming peers, and are approaching their 52-week high. The company boasts a stable business model with 98% of its EBITDA backed by long-term "take-or-pay" contracts, a 31-year dividend growth streak, and a significant project backlog. However, with a trailing 12-month EV/EBITDA of 16.48X compared to an industry average of 14.84X, the stock appears overvalued, suggesting investors might do well to wait for a better entry point, though existing holders could retain shares.

Enbridge Shares Up 22.9% in a Year: Should You Buy the Stock or Wait?

https://www.tradingview.com/news/zacks:179154758094b:0-enbridge-shares-up-22-9-in-a-year-should-you-buy-the-stock-or-wait/
Enbridge (ENB) shares have risen 22.9% over the past year, outperforming peers, and are approaching their 52-week high, closing at $51.59. The company's strong fundamentals include a stable business model, 98% of EBITDA supported by "take-or-pay" contracts, significant project backlog, and a 31-year dividend growth streak. Despite its strengths, the stock's current valuation at a trailing 12-month EV/EBITDA of 16.48X suggests it might be overvalued compared to the industry average of 14.84X, leading to a Zacks Rank #3 (Hold) recommendation.

Enbridge Shares Up 22.9% in a Year: Should You Buy the Stock or Wait?

https://www.theglobeandmail.com/investing/markets/stocks/ENB/pressreleases/332818/enbridge-shares-up-229-in-a-year-should-you-buy-the-stock-or-wait/
Enbridge Inc. (ENB) shares have climbed 22.9% over the past year, outperforming peers, and are nearing their 52-week high, largely due to its stable business model driven by "take-or-pay" contracts and a 31-year streak of dividend increases. Despite strong fundamentals and predictable cash flows, the stock currently appears overvalued based on its trailing 12-month enterprise value to EBITDA (EV/EBITDA) of 16.48X compared to the industry average of 14.84X. Investors are advised to wait for a better entry point, while current shareholders might consider holding.

Western Midstream Partners, LP (NYSE:WES) Given Consensus Rating of "Hold" by Analysts

https://www.marketbeat.com/instant-alerts/western-midstream-partners-lp-nysewes-given-consensus-rating-of-hold-by-analysts-2026-02-20/
Western Midstream Partners (NYSE:WES) has received a consensus "Hold" rating from analysts, with an average 12-month target price of $41.33. The company recently reported a significant Q4 EPS miss and slightly weaker revenue, leading to a near-term selloff. While WES offers an 8.8% annual dividend yield, concerns exist regarding its elevated dividend payout ratio, high debt-to-equity, and potential M&A financing for Kinetik.

MPLX LP: Why This Midstream MLP Deserves a Premium Valuation

https://www.tradingview.com/news/gurufocus:5fe81ed19094b:0-mplx-lp-why-this-midstream-mlp-deserves-a-premium-valuation/
MPLX LP justifies its premium valuation among midstream companies due to its superior distribution growth profile, disciplined capital allocation resulting in per-unit value creation, and stable, contracted cash flows through its partnership with Marathon Petroleum. The company recently increased its quarterly distribution by 12.5% and aims for 8-12% annual distribution growth through 2030, supported by robust organic growth projects in natural gas and NGL services. Despite concentration risk with Marathon Petroleum, the stable contracts and strategic importance of MPLX's assets mitigate this, offering investors strong risk-adjusted income growth and potential for 16-17% total annual returns.
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UGP vs. KMI: Which Stock Is the Better Value Option?

https://www.bitget.com/amp/news/detail/12560605208916
This article compares Ultrapar Participacoes S.A. (UGP) and Kinder Morgan (KMI) to determine which is a better value option for investors interested in the Oil and Gas - Production and Pipelines sector. Utilizing the Zacks Rank and Style Scores, the analysis concludes that UGP, with a Zacks Rank of #2 (Buy) and a Value grade of "A", appears to be the more attractive choice compared to KMI, which holds a Zacks Rank of #3 (Hold) and a Value grade of "D". Key valuation metrics such as P/E, PEG, and P/B ratios support UGP's stronger value proposition.

UGP vs. KMI: Which Stock Is the Better Value Option?

https://sg.finance.yahoo.com/news/ugp-vs-kmi-stock-better-164002411.html
This article evaluates Ultrapar Participacoes S.A. (UGP) and Kinder Morgan (KMI) as value investment options in the Oil and Gas sector. It concludes that UGP is the better choice for value investors based on its higher Zacks Rank (#2 Buy vs. #3 Hold) and superior Value grade (A vs. D), supported by more favorable P/E, PEG, and P/B ratios. The analysis emphasizes combining a strong Zacks Rank with favorable Style Scores for identifying undervalued companies.

Alpha Buying: Five Stocks Activists Are Targeting for Change - Fidelity National Finl (NYSE:FNF)

https://www.benzinga.com/news/26/02/50725406/alpha-buying-five-stocks-activists-are-targeting-for-change
This article highlights how JCP Investment Management, led by James Pappas, acts as an activist investor focusing on underperforming small and mid-cap companies. Unlike traditional deep value investing, JCP aggressively works to influence corporate change through board seats, strategic reviews, and asset sales. The firm's recent 13F filings reveal five key stock targets: Denny's Corp. (NASDAQ: DENN), Hawaiian Electric Industries, Inc. (NYSE: HE), NCR Atleos Corp. (NYSE: NATL), Fidelity National Financial (NYSE: FNF), and Kinder Morgan, Inc. (NYSE: KMI), each representing different types of asymmetric opportunities for activists.

Western Midstream Partners (NYSE:WES) Shares Gap Down Following Weak Earnings

https://www.marketbeat.com/instant-alerts/western-midstream-partners-nysewes-shares-gap-down-following-weak-earnings-2026-02-19/
Western Midstream Partners (NYSE:WES) saw its stock gap down after reporting weaker-than-expected Q4 earnings, missing EPS consensus by $0.44 and slightly underperforming on revenue. Despite the miss, the company posted record adjusted EBITDA for both Q4 and the full year, exceeding midpoint guidance. Analysts maintain a "Hold" rating with a $41.33 average price target, while concerns arise regarding dividend sustainability due to a high payout ratio and debt-to-equity leverage.

Targa Resources Corp. (TRGP): The Midstream Powerhouse Powering the AI Infrastructure Boom

https://markets.financialcontent.com/stocks/article/finterra-2026-2-19-targa-resources-corp-trgp-the-midstream-powerhouse-powering-the-ai-infrastructure-boom
Targa Resources Corp. (TRGP) is positioned as a critical enabler of the AI infrastructure boom due to its strategic dominance in the Permian Basin and sophisticated natural gas liquids (NGL) value chain. The company has transitioned into an aggressive growth engine, with its stock reaching record highs and strong financial performance. Targa's ability to provide natural gas feedstock for data centers, coupled with innovative infrastructure and a robust business model, makes it a significant player in both the energy sector and the AI-driven economy.
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Devon-Coterra Plan $1B in Capex Cuts, Leaving Array of Midstream Assets Vulnerable

https://eastdaley.com/crude-oil-edge/devon-coterra-plan-1b-in-capex-cuts-leaving-array-of-midstream-assets-vulnerable
Devon Energy and Coterra Energy's $58 billion merger targets $1 billion in annual synergies by year-end 2027, primarily through reduced capital spending and optimized field operations. This significant cutback, especially from merging operations that ran 32 rigs in 2026, could leave various midstream assets vulnerable to reduced drilling activity across multiple basins. The companies' focus on the Delaware Basin as their "crown jewel" suggests potential cutbacks in more marginal basins like Bakken, Anadarko, Eagle Ford, and Powder River.

12 Dividend Stocks With High Insider Buying

https://www.insidermonkey.com/blog/12-dividend-stocks-with-high-insider-buying-1696599/3/
The article highlights dividend stocks experiencing significant insider buying, focusing on Blue Owl Technology Finance Corp. (NYSE:OTF) as an example. It details recent substantial share purchases by OTF's President, Erik Bissonnette, and the company's recent $400 million Notes issuance to refinance debt. Blue Owl Technology Finance Corp. provides direct lending and equity investments to upper middle-market technology and software firms.

5 Best Income Stocks in This Market

https://www.benzinga.com/opinion/26/02/50639946/5-best-income-stocks-in-this-market
Despite concerns about hydrocarbons, midstream energy infrastructure offers durable income opportunities due to rising electricity demand from data centers, AI, and electrification. Midstream companies act as "toll collectors," generating predictable cash flow from moving and storing energy under long-term contracts. Five top stocks in this sector are Kinder Morgan, Energy Transfer, Plains All American, MPLX, and Enterprise Products Partners, with the InfraCap MLP ETF (AMZA) offering a simpler alternative for investors seeking diversification without K-1 tax forms.

12 Dividend Stocks With High Insider Buying

https://www.insidermonkey.com/blog/12-dividend-stocks-with-high-insider-buying-1696599/5
This article highlights Black Stone Minerals, L.P. (NYSE:BSM) as one of the top dividend stocks with significant insider buying. The company maintains an 8.72% dividend yield and a 19.05% insider ownership, with several analysts holding a neutral rating on the stock. Black Stone Minerals recently announced its Q4 2025 earnings call and approved a cash distribution of $0.30 per common unit following its expansions in Hainesville and Shelby trough.

Why Williams Companies (WMB) Is Up 8.0% After Stronger 2025 Earnings And What’s Next

https://simplywall.st/stocks/us/energy/nyse-wmb/williams-companies/news/why-williams-companies-wmb-is-up-80-after-stronger-2025-earn
Williams Companies (WMB) saw its stock rise 8.0% after reporting stronger full-year 2025 earnings, with revenues of US$11.95 billion and net income of US$2.62 billion, alongside an improved EPS of US$2.14. This performance, coupled with a 5% dividend increase, reinforces management's confidence in the company's gas infrastructure and LNG-linked assets, despite long-term decarbonization risks. The earnings beat is seen as a short-term catalyst, although questions remain about its long-term narrative and fair value estimates.
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Better Dividend Stock: Oneok vs. Kinder Morgan

https://www.theglobeandmail.com/investing/markets/markets-news/Motley%20Fool/230631/better-dividend-stock-oneok-vs-kinder-morgan/
This article compares Oneok and Kinder Morgan, two leading pipeline stocks, highlighting their dividend yields and growth potential. Oneok offers a higher current dividend yield (over 5%) and faster expected dividend growth, making it suitable for income-focused investors. Kinder Morgan, with a 3.7% yield, provides higher growth potential due to its extensive project backlog and lower payout ratio, appealing to those seeking higher total returns.

DDD Partners LLC Makes New $19.14 Million Investment in Kinder Morgan, Inc. $KMI

https://www.marketbeat.com/instant-alerts/filing-ddd-partners-llc-makes-new-1914-million-investment-in-kinder-morgan-inc-kmi-2026-02-14/
DDD Partners LLC has made a new investment of $19.14 million in Kinder Morgan, Inc. (KMI), acquiring 676,125 shares. This notable purchase is part of broader institutional interest, with other major firms like Norges Bank and Vanguard Group also increasing their stakes. Kinder Morgan recently surpassed quarterly earnings estimates, declared a quarterly dividend, and holds a "Moderate Buy" consensus rating from analysts.

Cookson Peirce & Co. Inc. Sells 1,405,450 Shares of Kinder Morgan, Inc. $KMI

https://www.marketbeat.com/instant-alerts/filing-cookson-peirce-co-inc-sells-1405450-shares-of-kinder-morgan-inc-kmi-2026-02-14/
Cookson Peirce & Co. Inc. significantly reduced its stake in Kinder Morgan, Inc. by selling 1,405,450 shares, leaving it with 16,134 shares. Despite this large sale, Kinder Morgan reported strong Q3 earnings, beating expectations, and announced a quarterly dividend. Analyst consensus rates the stock a "Moderate Buy" with a target price of $32.38, while insider transactions show both selling and buying activity.

Stronger Q4 And Expanding US$10 Billion Backlog Could Be A Game Changer For Kinder Morgan (KMI)

https://www.sahmcapital.com/news/content/stronger-q4-and-expanding-us10-billion-backlog-could-be-a-game-changer-for-kinder-morgan-kmi-2026-02-13
Kinder Morgan reported a strong Q4, exceeding market expectations, reducing debt, and gaining credit rating upgrades. The company's sanctioned project backlog expanded to US$10 billion, with another US$10 billion under consideration, indicating significant future infrastructure work. This growth, coupled with a stronger balance sheet, could be a game-changer for the company, although increased execution risk and capital needs remain factors to watch.

3 Natural Gas Stocks to Buy as AI Energy Demand Skyrockets

https://www.sahmcapital.com/news/content/3-natural-gas-stocks-to-buy-as-ai-energy-demand-skyrockets-2026-02-13
The article highlights three natural gas stocks—EQT Corp., Cheniere Energy, and Kinder Morgan—positioned to benefit from the soaring energy demand driven by AI and hyperscale data centers. This increased demand is creating a significant, overlooked investment opportunity in the natural gas sector, particularly as it serves as the stable backbone for the U.S. electricity grid. The companies are capitalizing on this trend through their strategic operations, export capabilities, and extensive pipeline networks.
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Enterprise Products Partners (EPD) stock jumps nearly 5% after CPI cools; what investors watch next

https://www.bez-kabli.pl/enterprise-products-partners-epd-stock-jumps-nearly-5-after-cpi-cools-what-investors-watch-next/
Enterprise Products Partners (EPD) units rose nearly 5% after a cooler U.S. inflation reading, which spurred expectations for rate cuts and sent Treasury yields lower. The company also announced a quarterly payout of $0.55 per unit and repurchased $50 million of its common units. While inflation remains a concern, investors will watch whether the positive trend for EPD holds after the upcoming holiday weekend.

Can Enterprise Products Maintain Its Consistent Capital Returns?

https://www.tradingview.com/news/zacks:b0457705f094b:0-can-enterprise-products-maintain-its-consistent-capital-returns/
Enterprise Products Partners (EPD) consistently returns capital to unitholders through distributions and buybacks, having returned approximately $62 billion since its IPO. The company has a significant backlog of capital projects totaling $4.8 billion and plans substantial growth and maintenance capital spending through 2027 to ensure future cash flow. While its shares have outperformed the industry, EPD currently holds a Zacks Rank #3 (Hold) despite recent upward revisions for the current quarter's estimates.

Cibc World Market Inc. Acquires 99,540 Shares of Kinder Morgan, Inc. $KMI

https://www.marketbeat.com/instant-alerts/filing-cibc-world-market-inc-acquires-99540-shares-of-kinder-morgan-inc-kmi-2026-02-12/
Cibc World Market Inc. has increased its stake in Kinder Morgan, Inc. by purchasing an additional 99,540 shares, bringing its total holdings to 869,127 shares valued at approximately $24.6 million. This comes despite recent insider selling by Kinder Morgan's VP and CFO. The company recently exceeded earnings expectations for the quarter, reporting $0.39 EPS against an estimated $0.37, with revenue up 13.1% year-over-year.

Can Enterprise Products Maintain Its Consistent Capital Returns?

https://finviz.com/news/307777/can-enterprise-products-maintain-its-consistent-capital-returns
Enterprise Products Partners L.P. (EPD) consistently returns capital to unitholders through distributions and buybacks, backed by stable, fee-based cash flows from long-term contracts and a significant backlog of capital projects. The article highlights EPD's strong financial performance, its valuation relative to the industry, and its Zacks Rank of #3 (Hold). Other midstream companies like Kinder Morgan (KMI) and MPLX LP (MPLX) are also mentioned for their focus on capital returns to shareholders.

Can Enterprise Products Maintain Its Consistent Capital Returns?

https://www.theglobeandmail.com/investing/markets/stocks/KMI/pressreleases/162025/can-enterprise-products-maintain-its-consistent-capital-returns/
Enterprise Products Partners L.P. (EPD) consistently returns capital to unitholders through distributions and buybacks, backed by stable, fee-based cash flows from its extensive midstream infrastructure. The company has significant capital projects underway to support future cash returns, with projected growth and maintenance capital spending for 2026 and 2027. EPD's stock performance has outperformed the industry, and its valuation metrics are competitive, although earnings estimates for Q2 and 2026 have seen downward revisions.
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Ex-Dividend Reminder: Provident Financial Services, BlackRock Health Sciences Term Trust and Beacon Financial

https://www.nasdaq.com/articles/ex-dividend-reminder-provident-financial-services-blackrock-health-sciences-term-trust-and
This article serves as an ex-dividend reminder for Provident Financial Services (PFS), BlackRock Health Sciences Term Trust (BMEZ), and Beacon Financial Corp (BBT). All three companies are set to trade ex-dividend on February 13, 2026, with their respective dividend payouts scheduled for February 27, 2026. The article details the dividend amounts, their percentage yield relative to recent stock prices, and provides historical dividend charts to help investors assess stability and annual yield expectations.

Eni Eyes Bigger LNG Trading Role as Congo Phase 2 Exports Begin

https://naturalgasintel.com/news/eni-eyes-bigger-lng-trading-role-as-congo-phase-2-exports-begin/
Eni SpA has shipped the first cargo from the second phase of Congo LNG, advancing its strategy to expand its LNG export portfolio using African natural gas reserves. This development increases Congo LNG's capacity towards 3 million tons per year (Mt/y), with exports from the Democratic Republic of Congo reaching 0.55 Mt, as Eni works towards a global LNG portfolio of 20 Mt/y. The move signifies Eni's growing role in the international LNG trading market.

Plains All American to Sell Canadian NGL Business to Keyera for $3.75B

https://www.msn.com/en-us/money/companies/plains-all-american-to-sell-canadian-ngl-business-to-keyera-for-3-75b/ar-AA1GYkFL?apiversion=v2&noservercache=1&domshim=1&renderwebcomponents=1&wcseo=1&batchservertelemetry=1&noservertelemetry=1
Plains All American Pipeline, L.P. has announced its decision to sell its Canadian natural gas liquids (NGL) business to Keyera Corp. for a sum of $3.75 billion. This strategic move allows Plains All American to focus on its core operations and strengthen its financial position. The acquisition will significantly expand Keyera's NGL infrastructure and market presence in Canada.

Scorpio Tankers (STNG) Q4 Earnings Report Preview: What To Look For

https://finviz.com/news/306755/scorpio-tankers-stng-q4-earnings-report-preview-what-to-look-for
Scorpio Tankers (NYSE:STNG) is set to announce its Q4 earnings, with analysts expecting an 18.7% year-on-year revenue growth to $228 million and adjusted earnings of $1.55 per share. The company met revenue and beat EBITDA and EPS estimates last quarter, although its total vessel count decreased. Investor sentiment in the transportation and logistics sector has been positive, with Scorpio Tankers experiencing a 25.6% stock price increase over the last month.

Coterra Energy leader points to natural gas production from merger with Devon Energy

https://www.okenergytoday.com/2026/02/coterra-energy-leader-points-to-natural-gas-production-from-merger-with-devon-energy/
The article discusses the recent merger between Devon Energy and Coterra Energy, highlighting Coterra's leader, Tom Jorden's, emphasis on natural gas production. Jorden explains the importance of natural gas for reliable power generation, especially for data centers, and stresses the critical need for increased natural gas pipeline infrastructure in the U.S. He believes the merged company will be a strong competitor in the energy sector.
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LOEWS CORP SEC 10-K Report

https://www.tradingview.com/news/tradingview:b457f2b921368:0-loews-corp-sec-10-k-report/
Loews Corporation has released its 2025 10-K report, showcasing significant financial growth with revenues up by $259 million and net income reaching $1.667 billion. The report details contributions from its main segments: CNA Financial Corporation, Boardwalk Pipeline Partners, and Loews Hotels & Co, and outlines strategic initiatives for growth and capital management while also addressing challenges such as insurance reserves, climate change risks, and technological disruptions.

Plains All American weakens as NGL divestiture and cost cuts frame muted 2026 growth

https://news.alphastreet.com/plains-all-american-weakens-as-ngl-divestiture-and-cost-cuts-frame-muted-2026-growth/
Plains All American Pipeline (PAA) saw its units fall after reporting fourth-quarter and full-year 2025 results, reflecting pressure in the midstream energy sector. The company is transitioning to a pure-play crude oil midstream operator through the divestiture of its Canadian NGL business and is implementing cost-cutting measures to offset muted Permian production growth expectations for 2026. Despite a challenging outlook, Plains increased its annualized distribution and aims to improve its leverage ratio following the NGL sale.

Energy Transfer (NYSE:ET) - Stock Analysis

https://simplywall.st/stocks/us/energy/nyse-et/energy-transfer
This Simply Wall St analysis of Energy Transfer (NYSE:ET) provides an in-depth look at its valuation, growth prospects, financial health, and dividend performance, alongside recent news and analyst consensus. The report highlights ET's strategic positioning with expanding infrastructure and strong customer commitments, suggesting future upside despite recent underperformance against industry and market benchmarks. It also notes insider buying activity and upcoming dividend payouts, while pointing out risks related to interest payment coverage and dividend coverage by earnings.

Plains All American Pipeline, L.P. (NASDAQ:PAA) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/plains-all-american-pipeline-l-p-nasdaqpaa-q4-2025-earnings-call-transcript-1690874/
Plains All American Pipeline, L.P. (PAA) reported strong Q4 2025 earnings, beating expectations with an EPS of $0.4844 against an anticipated $0.47. The company highlighted 2025 as a pivotal year, marked by its transition to a pure-play crude company through the NGL business sale and the acquisition of the EPIC pipeline (now Cactus III), aiming for streamlined operations and improved cash flow durability. PAA also announced a 10% increase in its quarterly distribution and detailed plans for $100 million in annual savings by 2027, focusing on efficiency and optimizing its cost structure.

Cheniere Moving Ahead With Yet Another LNG Expansion Project at Corpus Christi Terminal

https://naturalgasintel.com/news/cheniere-moving-ahead-with-yet-another-lng-expansion-project-at-corpus-christi-terminal/
Cheniere Energy Inc. has applied to expand its Corpus Christi LNG (CCL) terminal with a Stage 4 project, adding 24 million tons/year of liquefaction capacity. The expansion would include four new liquefaction trains, two storage tanks, a marine terminal, and a 26-mile pipeline to increase natural gas feed to the terminal by 2.75 Bcf/d. This move signifies a significant boost to Cheniere's export capabilities from South Texas.
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Will Record EBITDA, Distribution Hike and Buybacks Change Enterprise Products Partners' (EPD) Income Narrative?

https://simplywall.st/stocks/us/energy/nyse-epd/enterprise-products-partners/news/will-record-ebitda-distribution-hike-and-buybacks-change-ent
Enterprise Products Partners L.P. reported strong Q4 2025 results, including record quarterly and annual EBITDA, a 27th consecutive year of cash distribution growth, and significant unit repurchases. While these factors reinforce its income-focused investment narrative, high debt and dependence on successful project ramp-ups remain watchpoints for investors. The article emphasizes that despite recent positive developments, the core risks associated with a large midstream partnership remain.

Enterprise Keeps ‘Running Shoes on’ as Execs See Permian Natural Gas Supply Growth Accelerating

https://naturalgasintel.com/news/enterprise-keeps-running-shoes-on-as-execs-see-permian-natural-gas-supply-growth-accelerating/
Enterprise Products Partners LP executives anticipate continued, accelerating natural gas supply growth in the Permian Basin, with record processing volumes expected to drive momentum through 2027. The company is actively preparing for increased demand, particularly in the Delaware sub-basin, and expects Waha basis prices to firm due to improved egress. Executives highlighted strong performance in the Permian, with processing volumes reaching record highs.

Late 2025 boost for Alliance Resources

https://www.okenergytoday.com/2026/02/late-2025-boost-for-alliance-resources/
Alliance Resource Partners, L.P. reported a significant increase in adjusted earnings for the fourth quarter of 2025, with Adjusted EBITDA soaring by 406.2%. The company achieved record full-year oil and gas royalty volumes and increased coal production while facing a slight decrease in net income compared to the previous year. CEO Joseph W. Craft III highlighted strong performance in oil and gas and the Illinois Basin coal operations, also mentioning the reestablishment of the National Coal Council by the Trump administration.

Fund Update: 191,083 KINDER MORGAN (KMI) shares added to COMMERZBANK AKTIENGESELLSCHAFT |FI portfolio

https://www.quiverquant.com/news/Fund+Update%3A+191%2C083+KINDER+MORGAN+%28KMI%29+shares+added+to+COMMERZBANK+AKTIENGESELLSCHAFT+%7CFI+portfolio
COMMERZBANK AKTIENGESELLSCHAFT /FI has increased its holdings in KINDER MORGAN (KMI) by 191,083 shares, as disclosed in a recent SEC 13F filing for the reporting period ending December 31, 2025. The article also provides a detailed overview of recent hedge fund activity, insider trading, Congressional stock trading, and analyst ratings for KMI. Key movements include significant additions by BLACKROCK, INC. and WESTWOOD HOLDINGS GROUP INC, alongside insider purchases by Richard D. Kinder and recent "Buy" or "Outperform" ratings from multiple Wall Street analysts with a median price target of $31.0.

A Major Investor Reduces Stake In Ultrapar Participacoes While UGP Endorses AI Corporate Policy

https://finviz.com/news/300698/a-major-investor-reduces-stake-in-ultrapar-participacoes-while-ugp-endorses-ai-corporate-policy
Ultrapar Participações S.A. (UGP) saw a major investor, Squadra Investimentos, reduce its aggregate stake to 4.95%. Concurrently, Ultrapar's board approved a 2026-2035 Strategic Plan which includes an updated Corporate Policy focusing on AI usage to enhance operational efficiency. The company had a strong performance in the past year, with stock returns over 69%, and is trading at a discount compared to its peers.
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TD Waterhouse Canada Inc. Cuts Stock Holdings in Kinder Morgan, Inc. $KMI

https://www.marketbeat.com/instant-alerts/filing-td-waterhouse-canada-inc-cuts-stock-holdings-in-kinder-morgan-inc-kmi-2026-02-04/
TD Waterhouse Canada Inc. significantly reduced its stake in Kinder Morgan (NYSE:KMI) by 88.2% in Q3, selling 121,312 shares and retaining 16,239 shares valued at $459,000. Despite this, Kinder Morgan exceeded earnings and revenue estimates and announced a quarterly dividend, maintaining a "Moderate Buy" consensus among analysts. The stock maintains an average price target of $32.38, with institutional investors owning 62.52% of the company.

Enterprise Products Partners (NYSE:EPD) Trading 1.6% Higher on Better-Than-Expected Earnings

https://www.marketbeat.com/instant-alerts/enterprise-products-partners-nyseepd-trading-16-higher-on-better-than-expected-earnings-2026-02-04/
Enterprise Products Partners (NYSE:EPD) saw its shares rise 1.6% after reporting stronger-than-expected Q4 earnings, with EPS of $0.75 and revenue of $13.79 billion, exceeding analyst estimates. The company also announced a quarterly dividend of $0.55 per share, yielding 6.3%, and approved a $5.0 billion share buyback program. Despite some mixed analyst sentiment and modest FY2026 estimate cuts, an insider purchase of 15,000 shares indicates confidence in the company's outlook.

Williams Companies, Inc. (The) (WMB) to Report Q4 Results: Wall Street Expects Earnings Growth

https://finviz.com/news/299670/williams-companies-inc-the-wmb-to-report-q4-results-wall-street-expects-earnings-growth
Williams Companies, Inc. (WMB) is projected to report a year-over-year increase in Q4 earnings and higher revenues, with analysts expecting $0.57 earnings per share and $3.12 billion in revenue. The company has an Earnings ESP of +0.10% and a Zacks Rank of #3, suggesting it is likely to beat the consensus EPS estimate. However, investors are advised to consider other factors beyond earnings expectations.

Phillips 66 Delivers Strong 4Q Operating Results While Enhancing Portfolio

https://www.businesswire.com/news/home/20260204915250/en/Phillips-66-Delivers-Strong-4Q-Operating-Results-While-Enhancing-Portfolio
Phillips 66 reported strong fourth-quarter 2025 earnings of $2.9 billion, or $7.17 per share, with adjusted earnings of $1.0 billion. The company achieved record NGL transportation and fractionation volumes and high crude capacity utilization in Refining, while also actively enhancing its portfolio through significant asset dispositions and acquisitions. Strategic moves included acquiring full ownership of WRB Refining LP, selling a majority interest in its European retail marketing business, and ceasing fuel production at the Los Angeles Refinery to focus on core assets and improve financial efficiency.

Eastern Mediterranean Expansion Underpins Chevron’s Growing Global Natural Gas Portfolio

https://naturalgasintel.com/news/eastern-mediterranean-expansion-underpins-chevrons-growing-global-natural-gas-portfolio/
Chevron Corp. is expanding its natural gas operations in the Eastern Mediterranean, with exploration activities growing across Egypt and Cyprus. This expansion is driven by the increasing global demand for natural gas, contributing to Chevron's growing natural gas portfolio. The region's strategic importance is highlighted by rising Permian natural gas output and increased long-term demand from data centers.
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Henry Hub natural gas price rebounds after historic plunge as EQT Corp, Williams Cos Inc stocks tick higher

https://ts2.tech/en/henry-hub-natural-gas-price-rebounds-after-historic-plunge-as-eqt-corp-williams-cos-inc-stocks-tick-higher/
Henry Hub natural gas futures rebounded by about 4% after a significant plunge on Monday, leading to a modest rise in natural gas stock prices for companies like EQT and Williams Cos Inc. Traders are closely monitoring late-winter weather patterns and the upcoming U.S. storage report, as weather continues to be a primary driver for natural gas demand and price volatility. Long-term LNG contracts, such as the recent deal between QatarEnergy and Japan's Jera, indicate underlying demand growth despite short-term market fluctuations related to weather and regional events.

SLB wins $1.5 billion Middle East job

https://www.upstreamonline.com/production/slb-wins-1-5-billion-middle-east-job/2-1-1938189
SLB has secured a five-year, $1.5 billion contract from Kuwait Oil Company for the next phase of the Mutriba field. This significant deal for the North American energy contractor was announced by Upstream, a publication specializing in independent news and analysis of the international energy industry.

Phillips 66 and Kinder Morgan open shipper sign-up process for the proposed Western Gateway pipeline

https://energiesmedia.com/western-gateway-pipeline-second-open-season/
Phillips 66 and Kinder Morgan have launched a second open season for their proposed 1,300-mile Western Gateway Pipeline, running from St. Louis, Missouri, to California. This initiative aims to expand the US oil and gas production sector and ensure a stable supply of refined products to high-demand regions like Arizona and California, especially as California's refining capacity is expected to decrease. The second open season, which adds new origin points and is supported by a planned reversal of a Kinder Morgan pipeline in California, will conclude on March 31, 2026.

Will Record Q4 Results and a $10 Billion Gas Backlog Change Kinder Morgan's (KMI) Narrative

https://www.sahmcapital.com/news/content/will-record-q4-results-and-a-10-billion-gas-backlog-change-kinder-morgans-kmi-narrative-2026-02-01
Kinder Morgan reported strong Q4 2025 results, including increased sales and net income, and raised its quarterly dividend by 2%. The company's natural gas project backlog now exceeds US$10 billion, reinforcing its strategic focus on natural gas as a core earnings driver. This performance continues to shape Kinder Morgan's investment narrative as an infrastructure-first company with steady, modest growth.

Fortem Financial Group LLC Increases Stock Position in Kinder Morgan, Inc. $KMI

https://www.marketbeat.com/instant-alerts/filing-fortem-financial-group-llc-increases-stock-position-in-kinder-morgan-inc-kmi-2026-02-01/
Fortem Financial Group LLC significantly increased its stake in Kinder Morgan, Inc. (KMI) by 522.6% in the third quarter, holding 57,785 shares valued at $1.636 million. This comes despite recent insider selling by the VP and CFO, totaling 38,498 shares ($1.11M) in the last 90 days. Kinder Morgan reported strong Q3 earnings, beating revenue and EPS expectations, and declared a quarterly dividend of $0.2925, while maintaining a "Moderate Buy" analyst consensus with an average price target of $32.38.
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