Plains All American Pipeline 배당 및 자사주 매입
배당 기준 점검 3/6
Plains All American Pipeline 은(는) 현재 수익률이 7.07% 인 배당금 지급 회사입니다. 다음 지급일은 14th August, 2026 이며 배당락일은 다음과 같습니다. 31st July, 2026.
핵심 정보
7.1%
배당 수익률
0.4%
자사주 매입 수익률
| 총 주주 수익률 | 7.5% |
| 미래 배당 수익률 | 8.2% |
| 배당 성장률 | -8.8% |
| 다음 배당 지급일 | 14 Aug 26 |
| 배당락일 | 31 Jul 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 144% |
최근 배당 및 자사주 매입 업데이트
Recent updates
PAA: Fair Value View Will Reflect Permian Expansion And Deleveraging Shift
Analysts have slightly raised their price target for Plains All American Pipeline to about $23.61 per unit from roughly $23.50, reflecting updated assumptions around revenue growth, profit margins, the discount rate, and the future P/E multiple. What’s in the News for Plains All American Pipeline Plains All American Pipeline has increased its budget by nearly 30% for Permian crude oil projects as pipeline egress tightens, while keeping its system expansion plans in place, according to Hart Energy.Plains All American: Pipeline Gem With A 7% Yield
Summary Plains All American is executing a strategic pivot to become a pure-play crude oil midstream operator, focusing on the Permian Basin. PAA expects record adjusted EBITDA of $2.7B this year, driven by the EPIC (Cactus III) pipeline acquisition last year and organic growth, supporting strong distribution increases. Units yield 7.6% and, despite trading above peer EV/EBITDA multiples, offer a favorable risk profile for investors seeking a high yield and consistent growth. Risks include reduced diversification and geographic concentration in the Permian Basin, but long-term crude oil demand trends support PAA's CapEx strategy. Read the full article on Seeking AlphaPAA: Fair Value View Will Reflect Canadian Sale And Deleveraging Shift
Analysts have adjusted their price target on Plains All American Pipeline from $22.56 to $23.50, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E, which they say support a slightly higher fair value estimate. What's in the News Plains All American completed the sale of its Canadian natural gas liquids business, Plains Midstream Canada ULC, to Keyera for about C$5.13b (around US$3.76b), generating roughly US$3.3b in net proceeds.PAA: Fair Value Outlook Will Reflect Pipeline Acquisition And Completed Buybacks
Analysts have revised their price target for Plains All American Pipeline from $21.89 to $22.56. The change reflects updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions.PAA: Stable Fair Value And Completed Buybacks Will Support Future Return Balance
Analysts have reiterated a $21.89 price target for Plains All American Pipeline, with a slightly lower discount rate and marginally adjusted revenue growth, profit margin, and forward P/E assumptions guiding this updated view. What's in the News Federal Energy Regulatory Commission approved Plains All American Pipeline's proposed accounting for its acquisition of 100% membership interest in EPIC Crude Holdings, LP, owner of the Cactus III Pipeline, with assets to be recorded at fair market value on Cactus III’s books, consistent with Carrier Property Instruction 3-11(b) and (c) (Regulatory filing).PAA: Higher Distribution And Buybacks Will Support A Balanced Return Outlook
Analysts have adjusted their price target for Plains All American Pipeline from about $21.47 to about $21.89, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Plains All American Pipeline reported that from October 1, 2025 to December 31, 2025, it repurchased 0 units for US$0 under its ongoing program, while completing a total repurchase of 32,012,387 units, or 4.47% of its units, for US$310.6 million under the buyback announced on November 2, 2020 (Key Developments).PAA: Higher Distribution And Revised Assumptions Will Shape Balanced Return Outlook
Analysts have nudged their price target for Plains All American Pipeline higher from about $20.65 to $21.47, reflecting updated assumptions that combine a slightly lower discount rate with revised views on future revenue growth, profit margins, and P/E expectations. What's in the News Plains All American Pipeline, L.P. declared a quarterly cash distribution of $0.4175 per common unit, which equates to $1.67 per unit on an annualized basis (Key Developments).PAA: Distribution Uplift And Completed Buybacks Will Guide Forward Return Potential
Analysts have slightly adjusted their price target for Plains All American Pipeline, revising their estimate of fair value from about $20.62 to $20.65 as they incorporate updated assumptions on revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Plains All American Pipeline, L.P. declared a quarterly cash distribution of $0.4175 per common unit, or $1.67 on an annualized basis, compared with the distribution paid in November 2025.PAA: Distribution Increase And Completed Buybacks Will Shape Future Return Potential
Analysts have nudged their price target for Plains All American Pipeline slightly higher to about US$20.62 from roughly US$20.44, reflecting updated assumptions on fair value, discount rate, revenue trends, profit margins and future P/E expectations. What's in the News Plains All American Pipeline, L.P. declared a quarterly cash distribution of $0.4175 per common unit, or US$1.67 per unit on an annualized basis.PAA: Completed Buyback Will Support Future Upside From Current Levels
Analysts have modestly refined their fair value view on Plains All American Pipeline to around $20.44 per unit. This reflects small adjustments to the discount rate, profit margin outlook and assumed future P/E multiple rather than a large shift in their overall stance.PAA: Completed Buyback And Lower Risk Profile Will Support Upside
Analysts have nudged their price target on Plains All American Pipeline slightly lower to approximately $20.44 per unit from about $20.47. The change reflects modest tweaks to discount rate, revenue growth, and valuation assumptions, even as profit margin expectations edge higher.PAA: Completed Buyback And Lower Risk Profile Will Support Upside
Analysts modestly raised their price target on Plains All American Pipeline by approximately $0.12 per share, citing a slightly lower perceived risk profile, improved long term profit margin assumptions, and a marginally better revenue trajectory that together support a still reasonable future earnings multiple. What's in the News Completed share repurchase program announced November 2, 2020, with a total of 32,012,387 shares bought back for $310.6 million, representing approximately 4.47% of shares outstanding (company filing).PAA: Multiple New Underwriters Will Strengthen Upcoming Fixed-Income Offerings
Analysts have slightly reduced their price target for Plains All American Pipeline from $20.41 to $20.35. This change reflects updated expectations around revenue growth and profit margins.PAA: Increased Buybacks And Shareholder Returns Will Signal Future Upside Potential
Narrative Update on Plains All American Pipeline Analysts have slightly lowered their price target for Plains All American Pipeline from $20.65 to $20.41 per share, citing revised revenue growth expectations while profit margins and valuation metrics remain stable. What's in the News Mizuho Securities USA LLC, ING Financial Markets LLC, RBC Capital Markets LLC, Citigroup Global Markets Inc., U.S. Bancorp Investments Inc., SMBC Nikko Securities America Inc., Scotia Capital (USA) Inc., CIBC World Markets Corp., J.P. Morgan Securities LLC, MUFG Securities Americas Inc., BMO Capital Markets Corp., and Regions Securities LLC have all been added as Co-Lead Underwriters for Plains All American Pipeline's $699.055 million Fixed-Income Offering (Key Developments).US Crude Focus And Permian Expansion Will Drive Future Value
Analysts have slightly lowered their price target for Plains All American Pipeline from $20.74 to $20.65, reflecting subtle adjustments to growth and profitability expectations. What's in the News Mizuho Securities USA LLC, ING Financial Markets LLC, RBC Capital Markets, Citigroup Global Markets Inc., U.S. Bancorp Investments, SMBC Nikko Securities America, Scotia Capital (USA) Inc., CIBC World Markets Corp., J.P. Morgan Securities LLC, MUFG Securities Americas Inc., BMO Capital Markets Corp., and Regions Securities LLC have all been added as Co-Lead Underwriters for Plains All American Pipeline's $699.055 million Fixed-Income Offering (Key Developments).US Crude Focus And Permian Expansion Will Drive Future Value
Analysts have slightly lowered their price target for Plains All American Pipeline, adjusting it from $21.09 to $20.74 per share as they factor in more conservative revenue growth expectations and a modestly reduced discount rate. What's in the News Multiple co-lead underwriters have been added for Plains All American Pipeline, L.P.'s $699.055 million and $548.889 million fixed-income offerings.Viewing 2025 And Beyond Crude Oil Markets Through Plains All American
Summary Plains All American Pipeline is a reliable proxy for U.S. crude production, making it a valuable indicator for market trends. Previously owned but exited due to price and yield considerations, maintaining interest due to its proxy status. The company's guidance and historical performance are strong indicators for future predictions. Investment decisions are influenced by the company's ability to serve as a reliable predictor of U.S. crude production trends. Read the full article on Seeking AlphaPlains All American: The Value Is Too Good To Pass Up
Summary Plains All American offers a compelling 7.6% distribution yield, supported by robust operating fundamentals and disciplined capital management. PAA's performance exceeded expectations with adjusted EBITDA growth driven by higher crude volumes, favorable NGL dynamics, and tariff escalators. The balance sheet remains strong with a low leverage ratio, and recent acquisitions enhance long-term growth prospects. Trading at an attractive 5.6x price-to-cash flow, PAA is well-positioned for income and value investors, with management committed to annual distribution increases. Read the full article on Seeking AlphaPlains All American's Strong Permian Performance Reflects Strong Demand
Summary Plains delivered a strong operational quarter, expecting to hit the top end of 2024 adjusted EBITDA guidance of $2.725 billion to $2.775 billion. Anticipating $1.45 billion in adjusted free cash flow for 2024, with $1.15 billion allocated to common and preferred distributions. Permian volume growth remains on track, with efficiencies offsetting lower horizontal rig counts, and the Fort Saskatchewan project is on schedule for 2025. Focused on bolt-on acquisitions and capital efficiency to enhance financial flexibility and return cash to shareholders over multiple years. Read the full article on Seeking AlphaPiping Hot Yields: Why Plains All American's Distribution Is A Bargain
Summary Exxon Mobil's strategic M&A and focus on high-margin traditional oil and gas have driven its market cap growth, outpacing peers. Plains All American Pipeline offers a compelling 7.1% yield, strong cash flow coverage, and undervaluation, despite facing pipeline overcapacity and recontracting risks. PAA's disciplined capital allocation and strategic NGL investments position it for long-term growth, supported by Permian production increases. For income-focused investors, PAA presents significant upside potential within the midstream sector, driven by Permian growth and improved fundamentals. Read the full article on Seeking AlphaWhy Plains All American Is My High Conviction Income Stock
Summary Plains All American offers a compelling investment with a high 6.9% yield, strong balance sheet, and undervaluation compared to peers. PAA's diversified midstream energy assets and robust growth in Permian Basin volumes underpin stable fee-based cash flows and growth prospects. The company's disciplined capital allocation, high DCF-to-Distribution coverage ratio, and low leverage enhance its financial stability and income potential. With a Price-to-Cash Flow ratio far below peers, PAA presents significant capital appreciation potential alongside its attractive income yield. Read the full article on Seeking AlphaPlains All American Pipeline: Risky Fixed Income Play
Summary Plains All American Pipeline maintains a stable market share and competitive advantage in crude oil transportation, but faces revenue volatility due to fluctuating oil prices. The company's profitability is low, with average gross and net margins of 7.5% and 1.59%, primarily due to its focus on crude oil transportation. Despite high debt levels, Plains All American Pipeline shows slightly stronger FCF margins than competitors, attributed to lower capex spending. However, we rate the company's fixed-income securities as a Hold due to its high debt, low profitability, and less attractive yield-to-credit rating ratio compared to competitors. Read the full article on Seeking AlphaFinancials For Plains All American Pipeline Remain Strong
Summary Plains All American Pipeline reported positive results, including a $75 million EBITDA increase and favorable spreads on unhedged C3+ products. Growth is expected from Bolt-On acquisitions and crude volume increases, though significant growth in crude production is uncertain. Management plans to refinance $1.7 billion in debt by 2026. We expect a $0.15 distribution increase next year, supported by $400 million in excess cash, maintaining our buy rating. Read the full article on Seeking AlphaCritical Acquisitions And Market Savvy Fuel Optimistic Earnings And Growth Prospects
Focused strategy on bolt-on acquisitions and market-based opportunities in crude oil and NGL segments indicate potential for increased revenue and net margins.Plains All American: 7.3% Yield And 190% Dividend Coverage
Summary PAA offers a 7.3% distribution yield with strong coverage ratio and steady growth potential. The company has diversified assets, strong balance sheet, and strategic shift towards fee-based business. PAA's recent performance, acquisition strategy, and valuation make it a compelling choice for conservative investors. Read the full article on Seeking AlphaExamining Plains All American Pipeline's Financial Portrait
Summary First quarter adjusted EBITDA net PAA was $718 million. The company reaffirmed adjusted EBITDA guidance ranged between $2.625 billion to $2.725 billion for 2024. Acquired additional 10% in Saddlehorn Pipeline Company, LLC and Mid-Con terminal asset for $110 million, expected to enhance position in Rockies and Mid-Con. Read the full article on Seeking AlphaPlains All American: The Dividend Story Has Strengthened After Q1 Report
Summary In my latest article on Plains All American I made it clear that PAA is mostly a dividend play rather than an investment from which we could expect strong price appreciation. So far, the stock price has dropped, while the underlying fundamentals have become more supportive for a juicy dividend case. In this article I assess the details of Q1 earnings report and justify why, in my opinion, PAA is an enticing investment case for investors, who seek high and de-risked yield. Read the full article on Seeking AlphaPlains All American: A Buy Despite Recent Outperformance
Summary In the past 3 years, Plains All American has significantly outperformed its benchmarks and peers in the midstream energy/MLP market. This creates concern around PAA's valuation and further upside potential. Also, the massive hit in the early pandemic period could theoretically question the strength of PAA's financial and cash generation profile. In this article, I assess the key fundamentals of PAA and explain why I recommend a buy here. Read the full article on Seeking Alpha예정된 배당 지급
지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: PAA 의 배당금 지급은 지난 10 년 동안 휘발성이었습니다.
배당금 증가: PAA 의 배당금 지급액은 지난 10 년 동안 감소했습니다.
배당 수익률 vs 시장
| Plains All American Pipeline 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (PAA) | 7.1% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.1% |
| 업계 평균 (Oil and Gas) | 3.3% |
| 분석가 예측 (PAA) (최대 3년) | 8.2% |
주목할만한 배당금: PAA 의 배당금( 7.07% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )보다 높습니다.
고배당: PAA 의 배당금( 7.07% )은 US 시장( 4.13% )
주주 대상 이익 배당
수익 보장: 지급 비율 ( 143.7% )이 높기 때문에 PAA 의 배당금 지급은 수익으로 잘 충당되지 않습니다.
주주 현금 배당
현금 흐름 범위: 합리적인 현금 지급 비율 ( 56.6% )로 PAA 의 배당금 지급은 현금 흐름으로 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/14 17:17 |
| 종가 | 2026/07/14 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Plains All American Pipeline, L.P.는 39명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |