Plains GP Holdings マネジメント
マネジメント 基準チェック /34
Plains GP Holdingsの CEO はWillie Chiangで、 Oct2018年に任命され、 の在任期間は 7.75年です。 の年間総報酬は$ 12.30Mで、 7.2%給与と92.8%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.19%を直接所有しており、その価値は$ 11.85M 。経営陣と取締役会の平均在任期間はそれぞれ7.3年と9.5年です。
主要情報
Willie Chiang
最高経営責任者
US$12.3m
報酬総額
| CEO給与比率 | 7.22% |
| CEO在任期間 | 7.8yrs |
| CEOの所有権 | 0.2% |
| 経営陣の平均在職期間 | 7.3yrs |
| 取締役会の平均在任期間 | 9.5yrs |
経営陣の近況
Recent updates
ナラティブ更新 • 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.
ナラティブ更新 • 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 Alphaナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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
新しいナラティブ • 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 AlphaCEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| 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$331m |
報酬と市場: Willieの 総報酬 ($USD 12.30M ) は、 US市場 ($USD 8.29M ) の同規模の企業の平均を上回っています。
報酬と収益: Willieの報酬は、過去 1 年間の会社の業績と一致しています。
CEO
Willie Chiang (65 yo)
7.8yrs
在職期間
US$12,295,167
報酬
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...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman | 7.8yrs | US$12.30m | 0.19% $ 11.9m | |
| Executive VP & CFO of PAA GP Holdings LLC | 15.4yrs | US$3.16m | 0.68% $ 42.3m | |
| Executive VP & COO of PAA GP Holdings LLC | 7.3yrs | US$9.06m | データなし | |
| Executive VP | 13.4yrs | US$3.26m | データなし | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 6.5yrs | US$345.34k | 0.89% $ 55.3m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 1.1yrs | US$461.42k | 0.56% $ 34.7m | |
| Executive VP & Chief Commercial Officer of PAA GP Holdings LLC | 7.3yrs | US$11.62m | 0.00066% $ 40.9k | |
| Senior VP of Finance & Chief Accounting Officer of PAA GP Holdings LLC | 13yrs | データなし | データなし | |
| Vice President of Investor Relations of PAA GP Holdings LLC | no data | データなし | データなし | |
| Vice President of Human Resources of PAA GP Holdings LLC | no data | データなし | データなし | |
| Senior Vice President of Operations of PAA GP Holdings LLC | 3.5yrs | データなし | データなし | |
| Senior Vice President of Special Projects of PAA GP Holdings LLC | 1.9yrs | データなし | データなし |
7.3yrs
平均在職期間
62yo
平均年齢
経験豊富な経営陣: PAGPの経営陣は経験豊富で経験豊富です（平均在職期間は7.3年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman | 9.4yrs | US$12.30m | 0.19% $ 11.9m | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 13.5yrs | US$345.34k | 0.89% $ 55.3m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 9.4yrs | US$461.42k | 0.56% $ 34.7m | |
| Independent Director of PAA GP Holdings LLC | 12.5yrs | US$290.55k | 0.037% $ 2.3m | |
| Independent Director of PAA GP Holdings LLC | 3.9yrs | US$270.97k | 0.019% $ 1.2m | |
| Independent Director of PAA GP Holdings LLC | 9.7yrs | US$255.97k | 0.034% $ 2.1m | |
| Lead Independent Director of PAA GP Holdings LLC | 12.8yrs | US$296.39k | 0.16% $ 9.9m | |
| Independent Director of PAA GP Holdings LLC | 5.8yrs | US$255.97k | 0.075% $ 4.7m | |
| Independent Director of PAA GP Holdings LLC | 7.6yrs | US$270.97k | 0.041% $ 2.5m | |
| Independent Director of PAA GP Holdings LLC | 12.5yrs | US$285.97k | 0.022% $ 1.3m |
9.5yrs
平均在職期間
68.5yo
平均年齢
経験豊富なボード: PAGPの 取締役会 は 経験豊富 であると考えられます ( 9.5年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/31 16:22 |
| 終値 | 2026/07/31 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Plains GP Holdings, L.P. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。31
| アナリスト | 機関 |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |