Plains GP Holdings Management
Management Kriterienprüfungen 3/4
Plains GP Holdings CEO ist Willie Chiang , ernannt in Oct 2018, hat eine Amtszeit von 7.67 Jahren. Die jährliche Gesamtvergütung beträgt $12.30M , bestehend aus 7.2% Gehalt und 92.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.19% der Aktien des Unternehmens, im Wert von $10.65M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7.3 Jahre bzw. 9.5 Jahre.
Wichtige Informationen
Willie Chiang
Geschäftsführender
US$12.3m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 7.22% |
| Amtszeit als Geschäftsführer | 7.7yrs |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 7.3yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 9.5yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Jun 16
Plains All American: 7% Yield And A Steady Path Forward (Rating Downgrade)
Summary Plains GP Holdings (PAGP) remain attractive for its high yield, but their current price appreciation potential is limited. Management raised 2026 EBITDA guidance to $2.88B, aligning with my expectations. My dividend projection is to reach $1.77 by 2027, supported by debt reduction and strong cash flow. Read the full article on Seeking Alpha
Narrativ-Update • Jun 16
PAGP: Higher Oil Price Volatility Will Pressure Cash Flow Expectations
The analyst price target for Plains GP Holdings has been raised from $18.81 to $20.23. Analysts cite a reinvigorated Permian, a stronger crude price backdrop, improved cash flow expectations, and potential consolidation interest as key supports for the updated view.Narrativ-Update • Jun 02
PAGP: Higher Oil Price Volatility Will Challenge Cash Flow Support For Distributions
Narrative Update The updated analyst price target for Plains GP Holdings now sits around $18.81, up from $17.00. This change reflects analysts' higher cash flow estimates and recent target increases from several firms citing potential benefits from higher crude prices and a volatile commodity backdrop.
Narrativ-Update • Apr 21
PAGP: Updated Cash Flow Outlook And Diverging Ratings Will Shape Future Risk Reward
Narrative Update: Plains GP Holdings The analyst price target for Plains GP Holdings has shifted higher, with fair value moving by about $0.50 as analysts factor in updated assumptions for revenue growth, profit margins, and future P/E, while incorporating a slightly higher discount rate. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of upbeat and cautious views, with several firms adjusting price targets and ratings after fresh estimates and recent share performance.Narrativ-Update • Apr 06
PAGP: Updated Cash Flow Assumptions And Mixed Ratings Will Shape Future Risk Reward
Narrative Update The analyst price target for Plains GP Holdings has moved higher by about $1.23 to reflect updated assumptions around fair value, discount rate, revenue growth, profit margin and future P/E. Analysts point to a recent wave of fresh and higher targets, new coverage and estimate updates following Q4 results as key supports for this change.Narrativ-Update • Mar 23
PAGP: Future Distribution Increase Will Be Challenged By Oil Price Volatility
The analyst price target for Plains GP Holdings has increased by several dollars to around the mid $20s, as analysts update their views following recent Q4 results and factor in revisions to key assumptions such as profitability, discount rate and expected valuation multiples. Analyst Commentary Recent Street research around Plains GP Holdings shows a mix of price target increases and more cautious views, with some firms revisiting their stance after recent share price strength and Q4 results.Narrativ-Update • Mar 08
PAGP: Future Distribution Hike Will Be Offset By Oil Price And Margin Risks
Analysts have raised their average price target on Plains GP Holdings by a few dollars to the mid-$20 range, citing updated post-Q4 estimates, higher oil price assumptions, and slightly stronger long-term margin and P/E expectations as the main factors behind the adjustment. Analyst Commentary Recent Street research on Plains GP Holdings shows a mix of optimism around the raised price targets and some pushback from bearish analysts who see more limited upside after the stock's recent performance.Narrativ-Update • Feb 22
PAGP: Future Distribution Hike Will Be Undermined By Compressed P/E Assumptions
The analyst price target for Plains GP Holdings has been adjusted from $16.50 to $17.00 as analysts factor in updated views on revenue growth, profit margins and future P/E following a series of recent target changes and rating moves across major firms. Analyst Commentary Recent research on Plains GP Holdings shows a split view, with some banks lifting price targets and others turning more cautious after a period of share price strength.Narrativ-Update • Feb 07
PAGP: Distribution Increases And Mixed Ratings Will Shape Future Risk Reward
Analysts have trimmed their price expectations for Plains GP Holdings slightly, with the updated blended fair value estimate easing from about $20.88 to roughly $20.85. This reflects mixed views as some firms cite recent outperformance, while others point to improved growth assumptions and a marginally higher future P/E multiple.Narrativ-Update • Jan 23
PAGP: Future Earnings Multiple And Distribution Policy Will Shape Balanced Risk Reward
Narrative Update Analysts lifted their price target for Plains GP Holdings by US$1, citing updated assumptions around fair value, discount rate, revenue, profit margin and future P/E that together slightly adjust how they see the company’s risk and earnings power. Analyst Commentary Analysts updating their models after the latest review are focusing on how changes to fair value, discount rate, revenue outlook, profit margin and future P/E assumptions flow through to what they see as a reasonable trading range for Plains GP Holdings.Narrativ-Update • Jan 08
PAGP: Future Distribution Increase Will Be Outweighed By Rich Earnings Multiple
Analysts have reduced their fair value estimate for Plains GP Holdings from US$17.50 to US$16.50, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E, which together indicate a more balanced risk and return profile. What's in the News Plains GP Holdings, L.P. declared a quarterly distribution of US$0.4175 per Class A share, which equals US$1.67 on an annualized basis with respect to the fourth quarter of 2025 (Key Developments).Narrativ-Update • Dec 15
PAGP: Future Earnings Multiple Will Drive Balanced Risk Reward Profile
Analysts have slightly lowered their price target on Plains GP Holdings, trimming their fair value estimate by approximately 0.19 dollars per share. This adjustment reflects a balance between improved revenue growth expectations and a higher future P E multiple, set against modestly softer profit margin assumptions and a reduced discount rate.Narrativ-Update • Dec 01
PAGP: Future Earnings Strength Will Drive Share Price Higher
Plains GP Holdings has received a slight upward revision in its analyst price target, rising from $20.62 to $20.85. Analysts are factoring in stronger profit margins and a lower projected price-to-earnings ratio, even as revenue growth expectations remain more modest.Narrativ-Update • Nov 17
PAGP: Potential Fed Rate Cut May Drive Upcoming Midstream Recovery
Analysts have reduced their price target for Plains GP Holdings by $2, lowering it from $22 to $20. They cite ongoing commodity market uncertainty but note that a potential Federal Reserve rate cut could provide support for midstream stocks.Narrativ-Update • Nov 03
PAGP: Prospective Rate Cut Will Drive Increased Optimism For Midstream Equities
Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20, reflecting updated assessments of market uncertainty and trends in the infrastructure sector. Analyst Commentary Recent adjustments to the price target reflect varying opinions among analysts about Plains GP Holdings' near-term outlook and strategic positioning within the midstream and renewable infrastructure sectors.Narrativ-Update • Oct 20
NGL Divestitures And Permian Focus Will Foster Future Resilience
Analysts have slightly lowered their price target for Plains GP Holdings from $22 to $20 per share. They cite ongoing uncertainty in commodity markets and revised rate cut expectations as key factors in their updated outlook.Narrativ-Update • Oct 05
NGL Divestitures And Permian Focus Will Foster Future Resilience
Analysts have reduced their price target for Plains GP Holdings to $21.00 from $21.46, citing updated views on sector dynamics and expectations for more moderate revenue growth in light of continued market uncertainty. Analyst Commentary Recent analyst perspectives on Plains GP Holdings reflect a balanced outlook, with both positive developments and ongoing concerns shaping their revised price targets and overall sentiment on the company's prospects.Seeking Alpha • Apr 21
Plains GP Holdings Is A Buy With Its Massive FCF
Summary Plains GP Holdings offers exposure to Plains All American with a simpler tax structure, boasting a vast network of pipelines and storage facilities. Despite market volatility, PAGP's fee-based midstream operations ensure stable cash flows, with strong FCF and a growing dividend yield of 7.04%. The company’s valuation metrics are attractive, with a P/CF of 1.51 and a P/E of 12.18, highlighting its massive FCF generation. Risks include dependency on WTI prices, tariffs, and potential operational disruptions, but PAGP's steady operations and high cash flows make it a buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 10
Plains GP Holdings: Income Stock With Significant Price Appreciation Potential
Summary Plains GP Holdings has diversified midstream operations, primarily in crude oil, with 90% of revenue from investment-grade companies and 75% from fees. The company maintains financial stability with low leverage, strategic acquisitions, and a disciplined capital allocation policy focused on increasing dividends and growth capex. Risks include potential oil spills and financial pressure from extensive acquisitions, but management's prudent approach mitigates these concerns. Read the full article on Seeking Alpha
Neues Narrativ • Sep 02
Bolstering Earnings Through Critical Acquisitions And Operational Efficiency In Oil And Gas Industry
Strategic acquisitions and operational momentum signal positive future earnings growth, suggesting the stock is undervalued.Seeking Alpha • Apr 30
Plains GP Holdings' Reinvigorated 1099 Distribution Is Backed By Ample Cash Flow
Summary Returning capital to unitholders is Plains GP Holdings' priority. Recent distribution increases and buybacks validate this prerogative. Hovering around 6%, PAGP's distribution is backed by ample cash flow. PAGP's 1099 distribution has consistently been in the form of ROC, enabling tax deferral if held in a taxable account. The Permian Basin's resources should reward PAGP's past investment to solidify and expand its pipeline and terminal system. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$52m |
| Dec 31 2025 | US$12m | US$888k | -US$123m |
| Sep 30 2025 | n/a | n/a | -US$171m |
| Jun 30 2025 | n/a | n/a | -US$259m |
| Mar 31 2025 | n/a | n/a | -US$212m |
| Dec 31 2024 | US$9m | US$838k | -US$128m |
| Sep 30 2024 | n/a | n/a | US$10m |
| Jun 30 2024 | n/a | n/a | US$120m |
| Mar 31 2024 | n/a | n/a | US$161m |
| Dec 31 2023 | US$7m | US$800k | US$6m |
| Sep 30 2023 | n/a | n/a | US$190m |
| Jun 30 2023 | n/a | n/a | US$232m |
| Mar 31 2023 | n/a | n/a | US$215m |
| Dec 31 2022 | US$8m | US$750k | US$168m |
| Sep 30 2022 | n/a | n/a | US$208m |
| Jun 30 2022 | n/a | n/a | US$112m |
| Mar 31 2022 | n/a | n/a | US$12m |
| Dec 31 2021 | US$4m | US$600k | US$60m |
| Sep 30 2021 | n/a | n/a | -US$44m |
| Jun 30 2021 | n/a | n/a | -US$2m |
| Mar 31 2021 | n/a | n/a | US$83m |
| Dec 31 2020 | US$4m | US$600k | -US$568m |
| Sep 30 2020 | n/a | n/a | -US$500m |
| Jun 30 2020 | n/a | n/a | -US$447m |
| Mar 31 2020 | n/a | n/a | -US$397m |
| Dec 31 2019 | US$4m | US$600k | US$331m |
Vergütung im Vergleich zum Markt: WillieDie Gesamtvergütung ($USD12.30M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD8.37M).
Entschädigung vs. Einkommen: WillieDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Willie Chiang (65 yo)
7.7yrs
Amtszeit
US$12,295,167
Vergütung
Mr. Wilfred C.W. Chiang, also known as Willie, is Director of Houston Branch of Federal Reserve Bank of Dallas. He is President of Plains All American Pipeline, L.P. from June 1, 2025.He serves as Chief E...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 7.7yrs | US$12.30m | 0.19% $ 10.6m | |
| Executive VP & CFO of PAA GP Holdings LLC | 15.3yrs | US$3.16m | 0.68% $ 38.0m | |
| Executive VP & COO of PAA GP Holdings LLC | 7.3yrs | US$9.06m | keine Daten | |
| Executive VP | 13.3yrs | US$3.26m | keine Daten | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 6.4yrs | US$345.34k | 0.89% $ 49.6m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 1yr | US$461.42k | 0.56% $ 31.2m | |
| Executive VP & Chief Commercial Officer of PAA GP Holdings LLC | 7.3yrs | US$11.62m | 0.00066% $ 36.7k | |
| Senior VP of Finance & Chief Accounting Officer of PAA GP Holdings LLC | 12.9yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations of PAA GP Holdings LLC | no data | keine Daten | keine Daten | |
| Vice President of Human Resources of PAA GP Holdings LLC | no data | keine Daten | keine Daten | |
| Senior Vice President of Operations of PAA GP Holdings LLC | 3.4yrs | keine Daten | keine Daten | |
| Senior Vice President of Special Projects of PAA GP Holdings LLC | 1.8yrs | keine Daten | keine Daten |
7.3yrs
Durchschnittliche Betriebszugehörigkeit
62yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von PAGP ist erfahren und erfahren (durchschnittliche Amtszeit von 7.3 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Chairman | 9.3yrs | US$12.30m | 0.19% $ 10.6m | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 13.4yrs | US$345.34k | 0.89% $ 49.6m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 9.3yrs | US$461.42k | 0.56% $ 31.2m | |
| Independent Director of PAA GP Holdings LLC | 12.4yrs | US$290.55k | 0.037% $ 2.1m | |
| Independent Director of PAA GP Holdings LLC | 3.8yrs | US$270.97k | 0.019% $ 1.0m | |
| Independent Director of PAA GP Holdings LLC | 9.6yrs | US$255.97k | 0.034% $ 1.9m | |
| Lead Independent Director of PAA GP Holdings LLC | 12.7yrs | US$296.39k | 0.16% $ 8.9m | |
| Independent Director of PAA GP Holdings LLC | 5.7yrs | US$255.97k | 0.075% $ 4.2m | |
| Independent Director of PAA GP Holdings LLC | 7.5yrs | US$270.97k | 0.041% $ 2.3m | |
| Independent Director of PAA GP Holdings LLC | 12.4yrs | US$285.97k | 0.022% $ 1.2m |
9.5yrs
Durchschnittliche Betriebszugehörigkeit
68.5yo
Durchschnittliches Alter
Erfahrener Vorstand: PAGPDie Vorstandsmitglieder gelten als erfahren (9.5 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/16 17:44 |
| Aktienkurs zum Tagesende | 2026/06/16 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Plains GP Holdings, L.P. wird von 31 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |