Is Wall Street Bullish or Bearish on Kinder Morgan Stock?

Core Viewpoint - Kinder Morgan, Inc. (KMI) is an energy infrastructure company with a market cap of $65.3 billion, primarily involved in the transportation of various energy products and storage of petroleum and chemicals [1] Performance Summary - KMI shares have underperformed the broader market over the past year, gaining 7.8% compared to the S&P 500 Index's 16.1% increase. However, in 2026, KMI stock has risen 7.6%, outperforming the S&P 500's 1.9% rise year-to-date [2] - Compared to the Energy Select Sector SPDR Fund (XLE), which gained 9.9% over the past year and 11.1% year-to-date, KMI's underperformance appears less severe [3] Financial Results - KMI reported Q4 results with an adjusted EPS of $0.39, exceeding Wall Street's expectation of $0.37. The company's revenue was $4.5 billion, surpassing forecasts of $4.4 billion. KMI anticipates a full-year adjusted EPS of $1.36 [4] Earnings Expectations - For the current fiscal year ending in December, analysts project KMI's EPS to grow by 6.2% to $1.38 on a diluted basis. The company's earnings surprise history is mixed, with three out of the last four quarters beating or matching consensus estimates [5] Analyst Ratings - Among 20 analysts covering KMI, the consensus rating is a "Moderate Buy," consisting of 10 "Strong Buy" ratings, one "Moderate Buy," and nine "Holds" [5] - Jefferies Financial Group analyst reiterated a "Hold" rating with a price target of $31, indicating a potential upside of 4.8%. The mean price target of $32.10 suggests an 8.5% premium, while the highest target of $38 indicates a potential upside of 28.4% [6]