Plains GP Holdings (PAGP) Aperçu de l'action
Plains GP Holdings, L.P., par l'intermédiaire de sa filiale Plains All American Pipeline, L.P., possède et exploite des systèmes d'infrastructures intermédiaires aux États-Unis et au Canada. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 2/6 |
| Croissance future | 4/6 |
| Performances passées | 3/6 |
| Santé financière | 2/6 |
| Dividendes | 3/6 |
Récompenses
Analyse des risques
PAGP Community Fair Values
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Analyst Price Targets
Plains GP Holdings, L.P. Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$25.61 |
| Plus haut sur 52 semaines | US$26.15 |
| Plus bas sur 52 semaines | US$16.69 |
| Bêta | 0.42 |
| Variation sur 1 mois | 8.98% |
| Variation sur 3 mois | 12.87% |
| Variation sur 1 an | 27.99% |
| Variation sur 3 ans | 63.43% |
| Variation sur 5 ans | 138.01% |
| Évolution depuis l'introduction en bourse | -56.29% |
Nouvelles et mises à jour récentes
Mise à jour du récit • Jul 17
PAGP: Volatile Crude And Permian Exposure Will Constrain Future Cash Returns
Analysts have raised the fair value estimate for Plains GP Holdings from about $20.23 to around $20.91. This change aligns with a series of higher Street price targets that reference updated commodity price assumptions, a stronger Permian outlook, and revised cash flow estimates.
Mise à jour du récit • Jun 30
PAGP: Permian Upside And Fair Pricing Will Shape Future Risk Reward
Plains GP Holdings' updated analyst price target has increased to $24.14 from $22.57, with analysts citing improved cash flow estimates, a reinvigorated Permian backdrop, higher crude prices, and near-term marketing and optimization opportunities. Analyst Commentary Recent research on Plains GP Holdings points to a mix of optimism and caution, with several firms lifting price targets while keeping a close eye on execution, cash flow durability, and the broader crude price backdrop.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 AlphaMise à jour du récit • 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.Recent updates
Mise à jour du récit • Jul 17
PAGP: Volatile Crude And Permian Exposure Will Constrain Future Cash Returns
Analysts have raised the fair value estimate for Plains GP Holdings from about $20.23 to around $20.91. This change aligns with a series of higher Street price targets that reference updated commodity price assumptions, a stronger Permian outlook, and revised cash flow estimates.Mise à jour du récit • Jun 30
PAGP: Permian Upside And Fair Pricing Will Shape Future Risk Reward
Plains GP Holdings' updated analyst price target has increased to $24.14 from $22.57, with analysts citing improved cash flow estimates, a reinvigorated Permian backdrop, higher crude prices, and near-term marketing and optimization opportunities. Analyst Commentary Recent research on Plains GP Holdings points to a mix of optimism and caution, with several firms lifting price targets while keeping a close eye on execution, cash flow durability, and the broader crude price backdrop.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 AlphaMise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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
Nouveau récit • 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 AlphaRendement pour les actionnaires
| PAGP | US Oil and Gas | US Marché | |
|---|---|---|---|
| 7D | 3.5% | 4.9% | -2.0% |
| 1Y | 28.0% | 28.4% | 17.2% |
Rendement vs Industrie: PAGP a dépassé le secteur US Oil and Gas qui a rapporté 28.4 % au cours de l'année écoulée.
Rendement vs marché: PAGP a dépassé le marché US qui a rapporté 17.2 % au cours de l'année écoulée.
Volatilité des prix
| PAGP volatility | |
|---|---|
| PAGP Average Weekly Movement | 2.9% |
| Oil and Gas Industry Average Movement | 5.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.2% |
Cours de l'action stable: PAGP n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de PAGP ( 3% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 2013 | n/a | Willie Chiang | www.plains.com |
Plains GP Holdings, L.P., par l'intermédiaire de sa filiale Plains All American Pipeline, L.P., possède et exploite des systèmes d'infrastructures intermédiaires aux États-Unis et au Canada. Elle exerce ses activités dans les secteurs du pétrole brut et des liquides de gaz naturel (LGN). La société se consacre à la collecte et au transport de pétrole brut au moyen de pipelines, de camions, de barges ou de wagons.
Plains GP Holdings, L.P. Résumé des fondamentaux
| PAGP statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.94b |
| Bénéfices(TTM) | US$52.00m |
| Recettes(TTM) | US$45.26b |
97.5x
Ratio P/E0.1x
Ratio P/SLe site PAGP est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| PAGP compte de résultat (TTM) | |
|---|---|
| Recettes | US$45.26b |
| Coût des recettes | US$42.56b |
| Marge brute | US$2.69b |
| Autres dépenses | US$2.64b |
| Les revenus | US$52.00m |
Derniers bénéfices déclarés
Mar 31, 2026
Prochaine date de publication des résultats
Aug 07, 2026
| Résultat par action (EPS) | 0.26 |
| Marge brute | 5.95% |
| Marge bénéficiaire nette | 0.11% |
| Ratio dettes/capitaux propres | 81.5% |
Quelles ont été les performances à long terme de PAGP?
Voir les performances historiques et les comparaisonsDividendes
6.5%
Rendement actuel des dividendes607%
Ratio de distributionLe site PAGP verse-t-il des dividendes fiables ?
Voir PAGP l'historique des dividendes et les indices de référence| Plains GP Holdings dates des dividendes | |
|---|---|
| Date ex-dividende | Jul 31 2026 |
| Date de paiement du dividende | Aug 14 2026 |
| Jours jusqu'au dividende Ex | 13 days |
| Jours jusqu'à la date de paiement du dividende | 27 days |
Le site PAGP verse-t-il des dividendes fiables ?
Voir PAGP l'historique des dividendes et les indices de référenceAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/17 07:49 |
| Cours de l'action en fin de journée | 2026/07/17 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Plains GP Holdings, L.P. est couverte par 31 analystes. 6 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |