Kinder Morgan remains a solid buy-and-hold pick, supported by 96% fee-based or hedged cash flows and a $10 billion project backlog. KMI's Q4 2025 adjusted EBITDA rose 10% YoY, driven by LNG exports and surging natural gas demand, especially from the Haynesville system. With a 3.6% dividend yield, a 44% OCF payout ratio, and a BBB+/Baa2 balance sheet, KMI offers steady income and growth potential.
Morgan Stanley is upgraded to "buy on weakness" due to robust ROTCE targets and accelerating earnings momentum. MS delivered strong Q4 2025 results, with net interest income up double digits and ROTCE reaching 21.6%. The Series E preferred shares offer a 7.125% yield, and remain well covered, but carry elevated call risk if rates fall.
When one of Wall Street's most powerful banks calls a stock “the most under-owned megacap,” it's worth paying attention.
| Capital Markets Industry | Financials Sector | Mr. Vincent M. Amabile Jr. CEO | OTC PINK Exchange | 61735R203 CUSIP |
| US Country | 6 Employees | - Last Dividend | 11 Jun 2020 Last Split | 19 Feb 2002 IPO Date |
Morgan Group Holding Co. operates through its subsidiary G.research, LLC, providing a range of financial services primarily focused on institutional research and securities brokerage within the United States. Founded in 2001 and headquartered in Rye, New York, the company has positioned itself as a key player in the financial industry by serving a diverse clientele. Its offerings cater to institutional clients, asset managers, mutual funds, as well as addressing the needs of private wealth management clients and retail customers. The company’s commitment to delivering in-depth institutional research alongside its brokerage services has established it as a reliable firm in the securities market.