Executive Vice President and CFO, Jewell Jeffrey A, increases his stake in DTM, signaling potential insider confidence.High implied volatility in the March 20, 2026, $55 Put option suggests the market is anticipating a significant price movement.Despite market interest, DTM holds a Zacks Rank #4 (Sell), with financial metrics indicating a high valuation.DT Midstream, Inc. (NYSE:DTM) is a key player in the Oil and Gas - Integrated sector in the United States. The company focuses on the transportation and sto ...

Group 1 - Kinder Morgan, Inc. (NYSE:KMI) is recognized as one of the 11 Best Pipeline and MLP Stocks to Buy in 2026 [1] - Freedom Capital upgraded Kinder Morgan's rating from Sell to Hold on January 28, 2026, with a price target of $32, citing limited upside potential but anticipating strong Q1 2026 due to rising seasonal gas demand [2] - Jefferies analyst Julien Dumoulin Smith reiterated a Hold rating on Kinder Morgan with a price target of $31 on January 26, 2026 [3] Group 2 - Kinder Morgan reported Q4 2025 earnings on January 21, 2026, showing a 10% year-over-year growth in adjusted EBITDA and a 22% growth in adjusted EPS, driven by natural gas expansions and the Outrigger acquisition [4] - The company operates an extensive network of approximately 82,000 miles of pipelines and 139 terminals, specializing in the transportation and storage of natural gas, crude oil, and CO2 [5]

Core Insights - Kinder Morgan Inc. (KMI) has experienced a significant increase in its project backlog, rising from $8.8 billion to $9.3 billion in the June quarter of 2025, indicating strong demand for its services and potential for increased cash flows for shareholders [1][7] Project Developments - In the June quarter, KMI initiated $1.3 billion in new projects, including the Trident Phase 2 and Louisiana Line Texas Access projects, aimed at transporting natural gas from Texas to Louisiana, which is crucial for LNG exports [2][7] - Nearly half of KMI's project backlog is supported by increasing power demand, driven by the growth of data centers and population, highlighting the importance of natural gas transportation and storage [3][7] Industry Comparisons - Other companies in the midstream sector, such as Enterprise Products Partners LP (EPD) and Enbridge Inc. (ENB), also report strong backlogs, with EPD having $5.6 billion in projects and ENB securing a capital program of C$32 billion [4][5] Financial Performance - KMI's stock has appreciated by 34.3% over the past year, outperforming the industry average of 29.2% [6] - The company's current valuation shows a trailing 12-month enterprise value to EBITDA (EV/EBITDA) ratio of 13.77X, which is below the industry average of 13.95X [8] Earnings Estimates - The Zacks Consensus Estimate for KMI's 2025 earnings has been revised upward in the past 30 days, indicating positive sentiment among analysts [10]