• Kinder Morgan recently issued 2025–2026 guidance, projecting net income attributable to the company of US$2.90 billion in 2025 and US$3.10 billion in 2026, alongside an expected annualized 2026 dividend of US$1.19 that would extend its dividend growth streak to nine consecutive years.

• This combination of higher anticipated earnings and continued dividend growth highlights Kinder Morgan’s focus on cash generation and returning capital to shareholders through a mature, fee-based infrastructure model.

• We’ll now explore how Kinder Morgan’s planned 2026 dividend increase and earnings guidance could reshape its existing long-term investment narrative.

Outshine the giants: these 26 early-stage AI stocks could fund your retirement.

To own Kinder Morgan, you generally have to believe in long term, fee-based cash flows from North American energy infrastructure and a management team committed to returning capital through dividends. The new 2025–2026 earnings and dividend guidance supports that view but does not fundamentally change the near term balance between the key catalyst, rising natural gas demand tied to LNG exports and power, and the main risk from Kinder Morgan’s still-elevated leverage and interest coverage.

The 2026 dividend guidance of US$1.19 per share, marking a ninth straight year of increases, is the most relevant update here because it directly ties Kinder Morgan’s capital return ambitions to its forecast net income of US$3.10 billion in 2026. For investors focused on catalysts, this reinforces the importance of Kinder Morgan executing on its expansion projects and maintaining stable, fee-based contracts so that dividend growth remains supported without further straining its already significant US$32.3 billion net debt load.

Yet despite this guidance, one important funding and balance sheet risk that investors should be aware of is …

Read the full narrative on Kinder Morgan (it’s free!)

Kinder Morgan’s narrative projects $20.2 billion revenue and $3.7 billion earnings by 2028.

Uncover how Kinder Morgan’s forecasts yield a $31.06 fair value, a 16% upside to its current price.

Three fair value estimates from the Simply Wall St Community span roughly US$31.06 to US$49.19, showing how far apart individual views can be. When you set those opinions against Kinder Morgan’s combination of steady dividend growth and high leverage, it becomes even more important to compare several viewpoints before deciding how its long term performance could unfold.