Targa Resources Corp.

NYSE:TRGP 株式レポート

時価総額:US$59.4b

Targa Resources 将来の成長

Future 基準チェック /36

Targa Resources利益と収益がそれぞれ年間11.1%と13.2%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に56.7% 11.7%なると予測されています。

主要情報

11.1%

収益成長率

11.72%

EPS成長率

Oil and Gas 収益成長11.3%
収益成長率13.2%
将来の株主資本利益率56.71%
アナリストカバレッジ

Good

最終更新日15 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 May 10

TRGP: Permian Expansion And 2026 Capex Plan Will Support Dividend Growth

The Targa Resources analyst price target has been adjusted modestly higher to $266.80, with analysts pointing to updated growth capex plans, higher forecast EBITDA and shifts in applied P/E multiples as key inputs behind the change. Analyst Commentary Recent research on Targa Resources has been active, with a series of price target revisions and rating changes clustered around updated growth capex plans, EBITDA forecasts and applied P/E multiples.
ナラティブの更新 Apr 23

TRGP: Permian Buildout And Higher 2026 Capex Will Support Dividend Outlook

Analysts have nudged the fair value estimate for Targa Resources higher, lifting the implied price target by about $4 to $264. This move is supported by a series of recent target increases that reflect updated growth projects, higher long term multiples and refined EBITDA forecasts across the Street.
Seeking Alpha Apr 19

Targa Resources: Growth Supports A Dividend Hike With More To Come

Summary Targa Resources has outperformed, gaining 38% since November, driven by a differentiated growth profile and robust cash flow. TRGP increased its dividend by 25% to $1.25, with expectations for continued rapid dividend growth as major projects come online. 90% of TRGP’s cash flow is now fee-based, supporting a more resilient model and improved dividend sustainability amid a strong balance sheet. I maintain a buy rating with a $265 price target, citing TRGP’s prime Permian position, export strategy, and compelling medium-term growth outlook. Read the full article on Seeking Alpha
ナラティブの更新 Apr 09

TRGP: Permian Buildout And Higher 2026 Capex Will Support Dividend Outlook

Analysts have raised the Targa Resources price target by about $6 to reflect updated views on revenue, profit margins and future P/E, supported by a series of recent target increases across major research firms. Analyst Commentary Recent research updates cluster around higher price targets and largely constructive views on Targa Resources, but they also flag execution and capital allocation questions that matter if you are focused on risk and return balance.
ナラティブの更新 Mar 26

TRGP: Permian Expansion And Elevated 2026 Capex Will Support Dividend Growth

The analyst price target for Targa Resources has been updated from $244.40 to $253.67. Analysts cite higher forecast profit margins, increased growth capex plans through 2026 and beyond, and updated models following recent Q4 results as key drivers of their revised views.
ナラティブの更新 Mar 11

TRGP: Permian Buildout And Higher 2026 Capex Will Support Dividend Expansion

The analyst price target for Targa Resources in our model has increased by about $13.75 to $244.40, as analysts factor in stronger revenue growth assumptions, updated profit margin expectations, and higher valuation multiples following a series of upward target revisions across the Street. Analyst Commentary Recent research updates show a clear tilt toward higher valuation frameworks for Targa Resources, with multiple firms lifting their price targets following the latest Q4 report, updated capital plans, and revised margin assumptions.
ナラティブの更新 Feb 24

TRGP: Permian Buildout And Dividend Plan Will Support Balanced Future Cash Returns

The analyst fair value estimate for Targa Resources has moved from $212.40 to $230.65. Analysts attribute this change to updated models after Q4 results, stronger medium- to long-term growth assumptions including three Permian processing plants per year, and recent Street price target increases into the $220 to $243 range.
分析記事 Feb 12

Targa Resources Corp.'s (NYSE:TRGP) 27% Jump Shows Its Popularity With Investors

The Targa Resources Corp. ( NYSE:TRGP ) share price has done very well over the last month, posting an excellent gain...
ナラティブの更新 Feb 09

TRGP: Permian Volumes And Diversification Will Underpin Balanced Future Cash Returns

Narrative Update on Targa Resources The updated analyst price target for Targa Resources edges higher to about US$212.40. Analysts point to recent target revisions, slight tweaks to growth, margins and discount rate assumptions, and ongoing confidence in the company’s diversified, multi segment footprint as key drivers of the change.
ナラティブの更新 Jan 25

TRGP: Permian Volumes And Diversification Will Support Measured Future Cash Returns

Narrative Update: Targa Resources Analyst Price Target Shift The analyst price target for Targa Resources has moved higher to US$212.05, with analysts pointing to refined assumptions around revenue growth, profit margins and future P/E, alongside recent research highlighting Q3 outperformance, diversified midstream exposure and solid Permian volume trends as key supports for the updated view. Analyst Commentary Recent research on Targa Resources highlights a mix of optimism around execution and growth, alongside some caution on macro sensitivity and the midstream sector reset in price targets.
ナラティブの更新 Jan 11

TRGP: Permian Volume Momentum And Diversification Will Support Future Cash Returns

Analysts have trimmed their average price targets on Targa Resources by about US$1 per share, reflecting modest adjustments to growth and discount rate assumptions, while still highlighting Q3 outperformance, diversified operations and Permian volume momentum as key supports for the valuation. Analyst Commentary Street research on Targa Resources reflects small downward moves in price targets, but commentary still leans constructive on execution, earnings quality and asset positioning.
ナラティブの更新 Dec 26

TRGP: Expanding Permian Volumes Will Drive Future Cash Returns And Buybacks

The analyst price target for Targa Resources has been lifted modestly, from approximately $208.90 to $209.40, as analysts point to resilient Q3 results, diversified midstream exposure, and stronger than expected Permian growth prospects despite slightly lower Street price objectives. Analyst Commentary Bullish Takeaways Bullish analysts highlight that Q3 results exceeded expectations, reinforcing confidence in management execution and supporting a premium valuation multiple versus the midstream peer group.
ナラティブの更新 Dec 11

TRGP: Expanded Permian Volumes Will Support Future Cash Returns And Buybacks

Analysts have trimmed their average price targets on Targa Resources by a few dollars per share to roughly the high $180s to low $200s range, reflecting modestly softer macro assumptions. At the same time, they highlight the company's diversified midstream footprint, resilient Permian growth outlook, and improving cash return profile.
ナラティブの更新 Nov 27

TRGP: Expanding Permian Volumes Will Drive Profitability Amid Market Uncertainty

Analysts have modestly raised their fair value estimate for Targa Resources to $208.00. They cite the company's solid profit margins and commercial growth prospects, even though there have been broad reductions in sector price targets.
ナラティブの更新 Sep 20

Permian And Export Developments Will Drive Long-Term Success

Despite Targa Resources' resilient Permian volumes, robust cash flow prospects, and investor focus on capital returns, analysts modestly lowered price targets—now $205.30—citing sector-wide valuation concerns and near-term growth already reflected in the stock after a significant rally. Analyst Commentary Bullish analysts cite Targa's strong positioning for natural gas, LNG, and natural gas liquid infrastructure expansion, underpinned by robust global power demand and high-quality asset selection.
ナラティブの更新 Aug 29

Permian And Export Developments Will Drive Long-Term Success

Analysts have modestly raised their price target for Targa Resources to $207.95, citing strong fundamentals, resilient cash flows, and ongoing strength in Permian volumes, though some caution that substantial stock appreciation has fully reflected growth potential. Analyst Commentary Bullish analysts cite Targa’s strong fundamentals, resilient cash flows, and the ability to return capital to shareholders as reasons for increased price targets, especially given expectations for higher volumes and stable producer activity in the Permian.
分析記事 Aug 03

These 4 Measures Indicate That Targa Resources (NYSE:TRGP) Is Using Debt Extensively

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 Jul 18

Targa Resources Corp.'s (NYSE:TRGP) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 30.2x Targa Resources Corp. ( NYSE:TRGP ) may be sending very bearish...
分析記事 May 29

Is Targa Resources Corp. (NYSE:TRGP) Trading At A 44% Discount?

Key Insights Targa Resources' estimated fair value is US$286 based on 2 Stage Free Cash Flow to Equity Targa Resources...
Seeking Alpha Mar 21

Targa Resources May Still Interest Growth Investors

Summary Targa Resources Corporation, a $43.5 billion market cap gas midstream company focused on NGLs, offers a dividend yield of $3.00/share (1.5%) with an expected increase to $2.00/share (2.0%). The company dominates a much needed natural gas processing capacity niche in the Permian Basin. Waha prices remain pressured, which benefits Targa. Targa’s stock price is up over 50% in less than a year, but the company has good growth projects underway. Read the full article on Seeking Alpha
Seeking Alpha Feb 06

Targa Resources: From Commodity Exposure To Fee-Based Stability

Summary Over the past decade, Targa has transformed into a fee-based midstream operator. The company’s growth is driven by expanding assets in the Permian Basin, increasing processing capacity, and enhancing infrastructure. Despite its focus on fee-based revenue, strong cash flow, and capital allocation, I have some concerns about its high reinvestment rate, high debt-capital ratio, and low cash position. TRGP is well-positioned for long-term stability and growth. However, my valuation showed that there is no margin of safety at the current market price. Read the full article on Seeking Alpha
Seeking Alpha Nov 11

Targa Resources: Assuming The Past Never Happens Again

Summary Target Resources cut its dividend in 2020 to repay debt faster, reflecting its aggressive growth strategy. Midstream earnings are protected by "take-or-pay" contracts, but growth often slows during cyclical downturns (of customer upstream companies). The cyclical nature of the upstream business means growth will eventually slow, affecting stock performance. TRGP's rapid dividend growth, recently increased to $4 from $3, highlights its aggressive strategy, making it atypical for midstream investments. The time to invest in a company like this is when it is out of favor. Read the full article on Seeking Alpha
Seeking Alpha Aug 06

Targa Resources: Large Growth Potential With High Capex Spending

Summary Targa Resources is a high-growth midstream play whose assets provide an integrated system to deliver NGLs from the wellhead to export terminals. The company is very comparable to Enterprise Products in many ways. However, due to its smaller size, TRGP will realize a larger growth rate. With an estimated 13% CAGR, I rate TRGP as a buy with an initial price target of $180/share. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:TRGP - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202824,2682,9433,0105,6317
12/31/202722,6762,5011,3005,1448
12/31/202620,1712,259-1194,6057
3/31/202616,5622,1202623,703N/A
12/31/202517,0281,8415843,917N/A
9/30/202517,3781,6156433,740N/A
6/30/202517,0791,5244283,682N/A
3/31/202516,3811,1956403,728N/A
12/31/202416,3821,2706843,650N/A
9/30/202416,2161,2313213,280N/A
6/30/202416,2611,0654243,146N/A
3/31/202416,1021,0953392,918N/A
12/31/202316,0608288263,212N/A
9/30/202316,3768686072,791N/A
6/30/202317,8398448552,844N/A
3/31/202320,4918901,1972,802N/A
12/31/202220,9308971,0472,381N/A
9/30/202221,8172441,3492,347N/A
6/30/202220,9162111,6572,383N/A
3/31/202218,276-1281,7582,371N/A
12/31/202116,950-161,7982,303N/A
9/30/202114,0813191,9782,448N/A
6/30/202111,7371951,7752,309N/A
3/31/20219,8442101,2661,972N/A
12/31/20208,260-1,6857931,745N/A
9/30/20208,161-1,8283201,567N/A
6/30/20207,949-1,944-1661,576N/A
3/31/20208,421-2,034-7411,535N/A
12/31/20198,671-334N/A1,390N/A
9/30/20198,795-327N/A1,148N/A
6/30/20199,879-302N/A1,153N/A
3/31/201910,328-182N/A1,097N/A
12/31/201810,484-119N/A1,144N/A
9/30/201810,589272N/A1,322N/A
6/30/20189,735129N/A1,019N/A
3/31/20189,15878N/A975N/A
12/31/20178,815-63N/A940N/A
9/30/20178,125-497N/A809N/A
6/30/20177,645-339N/A844N/A
3/31/20177,361-420N/A915N/A
12/31/20166,691-278N/A837N/A
9/30/20166,326-72N/A900N/A
6/30/20166,306-19N/A1,008N/A
3/31/20166,42149N/A1,005N/A
12/31/20156,65958N/A1,035N/A
9/30/20157,04457N/A938N/A
6/30/20157,70075N/A822N/A

アナリストによる今後の成長予測

収入対貯蓄率: TRGPの予測収益成長率 (年間11.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: TRGPの収益 ( 11.1% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: TRGPの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: TRGPの収益 ( 13.2% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。

高い収益成長: TRGPの収益 ( 13.2% ) 20%よりも低い成長が予測されています。


一株当たり利益成長率予想


将来の株主資本利益率

将来のROE: TRGPの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 56.7 %)。


成長企業の発掘

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2026/05/26 22:53
終値2026/05/26 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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

Targa Resources Corp. 8 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。33

アナリスト機関
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays