Plains GP Holdings, L.P.

Informe acción NasdaqGS:PAGP

Capitalización de mercado: US$5.7b

Plains GP Holdings Crecimiento futuro

Future controles de criterios 4/6

Se prevé un crecimiento anual de los beneficios y los ingresos de Plains GP Holdings de 40% y 4.8% por año respectivamente. Se prevé que el BPA crezca en un 42.1% al año. Se espera que la rentabilidad financiera sea de 48.4% en 3 años.

Información clave

40.0%

Tasa de crecimiento de los beneficios

42.10%

Tasa de crecimiento del BPA

Crecimiento de los beneficios de Oil and Gas10.8%
Tasa de crecimiento de los ingresos4.8%
Rentabilidad financiera futura48.43%
Cobertura de analistas

Good

Última actualización08 Jun 2026

Actualizaciones recientes sobre el crecimiento futuro

Recent updates

Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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).
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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.
Actualización de narrativa • 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 • Sep 27

Plains GP: Business Expansion A Path To Increased Profits

Summary Plains GP Holdings is rated a 'buy' due to its strategic shift toward oil and divestiture of its loss-making gas business. PAGP's $3.75B gas business sale and acquisitions like EPIC Crude Holdings are expected to boost oil delivery capacity and financial flexibility. DCF modeling projects a fair value of $37.97 per share by 2030, implying an average annual growth of 20% from current levels. Despite short-term oil price volatility risks, PAGP's simplified business model and market recovery outlook support a $22.76 one-year target price. Read the full article on Seeking Alpha
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 Alpha
Seeking 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
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Nueva narrativa • 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 Alpha

Previsiones de crecimiento de beneficios e ingresos

NasdaqGS:PAGP - Estimaciones futuras de los analistas y datos financieros pasados (USD Millions)
FechaIngresosBeneficiosFlujo de caja libreFlujo de caja operativoNúm. de analistas medio
12/31/202853,8434021,7922,2535
12/31/202752,7633811,6892,4836
12/31/202651,7413191,5802,1866
3/31/202645,255522,0552,711N/A
12/31/202544,262-1232,2612,931N/A
9/30/202545,732-1712,2552,873N/A
6/30/202546,610-2592,1972,744N/A
3/31/202548,727-2122,2592,704N/A
12/31/202448,889-1282,0152,484N/A
9/30/202449,552102,2462,768N/A
6/30/202449,1671201,6132,163N/A
3/31/202448,0101611,7682,398N/A
12/31/202347,33662,3042,722N/A
9/30/202348,9661901,4652,046N/A
6/30/202351,2322322,3342,904N/A
3/31/202355,9892152,2862,807N/A
12/31/202257,3421681,8652,404N/A
9/30/202257,3792082,2422,703N/A
6/30/202253,8181121,6792,097N/A
3/31/202247,389121,1251,541N/A
12/31/202142,078601,6181,991N/A
9/30/202135,052-448881,615N/A
6/30/202130,109-27881,561N/A
3/31/202123,404835181,410N/A
12/31/202023,290-5684561,510N/A
9/30/202026,481-5001,0671,979N/A
6/30/202028,535-4479492,004N/A
3/31/202033,563-3971,1672,357N/A
12/31/201933,669331N/A2,500N/A
9/30/201933,301463N/A3,086N/A
6/30/201934,205503N/A3,059N/A
3/31/201934,032444N/A3,116N/A
12/31/201834,055334N/A2,604N/A
9/30/201832,874-646N/A1,873N/A
6/30/201829,956-752N/A2,050N/A
3/31/201827,954-735N/A2,201N/A
12/31/201726,223-731N/A2,496N/A
9/30/201724,56961N/A1,997N/A
6/30/201723,86781N/A1,798N/A
3/31/201722,73899N/A902N/A
12/31/201620,18294N/A718N/A
9/30/201619,227127N/A756N/A
6/30/201619,607135N/A1,058N/A
3/31/201621,321123N/A1,235N/A
12/31/201523,152118N/A1,347N/A
9/30/201527,615118N/A1,935N/A
6/30/201533,191102N/A1,688N/A

Previsiones de crecimiento futuro de los analistas

Ingresos vs. Tasa de ahorro: El pronóstico de crecimiento de los beneficios (40% al año) de PAGP es superior a la tasa de ahorro (3.5%).

Beneficios vs. Mercado: Se prevé que los beneficios (40% al año) de PAGP crezcan más rápidamente que el mercado US (17.9% al año).

Beneficios de alto crecimiento: Se espera que los beneficios de PAGP crezcan significativamente en los próximos 3 años.

Ingresos vs. Mercado: Se prevé que los ingresos (4.8% al año) de PAGP crezcan más despacio que el mercado de US (12.5% al año).

Ingresos de alto crecimiento: Se prevé que los ingresos 4.8% al año) de PAGP crezcan más despacio que 20% al año.

Previsiones de crecimiento de los beneficios por acción

Rentabilidad financiera futura

ROE futura: Se prevé que la rentabilidad financiera de PAGP sea muy elevada dentro de 3 años (48.4%).

Descubre empresas en crecimiento

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1Y

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/06/12 22:23
Precio de las acciones al final del día2026/06/12 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Plains GP Holdings, L.P. está cubierta por 31 analistas. 6 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays