Kinder Morgan reported record net income and adjusted EBITDA for Q2, driven by strong U.S. natural gas demand and a $9.6 billion project backlog. The company holds a 40% market share in gas transport and maintains robust contracted cash flows, supporting a 3.8% dividend yield covered more than twice by distributable cash flow. With leverage at 3.6x and self-funded growth, Kinder Morgan is positioned to increase dividends further. Despite these strong fundamentals and an improved outlook for 2026, the stock price remains 11% below its 52-week high, presenting a potential buying opportunity for investors.
Samuel Smith compares Enbridge and Kinder Morgan, highlighting strong macro trends like AI data center growth, reshoring of US industry, and rising LNG exports boosting demand for natural gas infrastructure. He analyzes their strengths, weaknesses, g...
Three major midstream energy companies—Enterprise Products Partners, MPLX, and Kinder Morgan—are delivering strong dividend growth backed by robust cash flows and expanding infrastructure projects. Enterprise Products Partners reported record adjuste...
