Plains GP Holdings (PAGP) 주식 개요
Plains GP Holdings, L.P.는 자회사인 Plains All American Pipeline, L.P.를 통해 미국과 캐나다에서 미드스트림 인프라 시스템을 소유하고 운영합니다. 자세히 보기
PAGP Community Fair Values
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Analyst Price Targets
Plains GP Holdings, L.P. 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$24.46 |
| 52주 최고가 | US$26.15 |
| 52주 최저가 | US$16.69 |
| 베타 | 0.42 |
| 1개월 변동 | 5.48% |
| 3개월 변동 | 6.77% |
| 1년 변동 | 31.65% |
| 3년 변동 | 75.72% |
| 5년 변동 | 91.09% |
| IPO 이후 변동 | -58.25% |
최근 뉴스 및 업데이트
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.Recent updates
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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 AlphaSeeking 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
새로운 내러티브 • 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 Alpha주주 수익률
| PAGP | US Oil and Gas | US 시장 | |
|---|---|---|---|
| 7D | -1.3% | 0.9% | -2.5% |
| 1Y | 31.6% | 30.1% | 22.7% |
수익률 대 산업: PAGP은 지난 1년 동안 30.1%의 수익을 기록한 US Oil and Gas 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: PAGP은 지난 1년 동안 22.7%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| PAGP volatility | |
|---|---|
| PAGP Average Weekly Movement | 3.1% |
| Oil and Gas Industry Average Movement | 6.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.6% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: PAGP는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: PAGP의 주간 변동성(3%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 2013 | n/a | Willie Chiang | www.plains.com |
플레인즈 GP 홀딩스는 자회사인 플레인즈 올 아메리칸 파이프라인을 통해 미국과 캐나다에서 미드스트림 인프라 시스템을 소유 및 운영하고 있습니다. 이 회사는 원유 및 천연가스 액체(NGL) 부문을 통해 사업을 운영합니다. 이 회사는 파이프라인, 트럭, 바지선 또는 철도 차량을 사용하여 원유를 수집하고 운송하는 일을 합니다.
Plains GP Holdings, L.P. 기초 지표 요약
| PAGP 기초 통계 | |
|---|---|
| 시가총액 | US$5.70b |
| 순이익 (TTM) | US$52.00m |
| 매출 (TTM) | US$45.26b |
93.1x
주가수익비율(P/E)0.1x
주가매출비율(P/S)PAGP는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| PAGP 손익계산서 (TTM) | |
|---|---|
| 매출 | US$45.26b |
| 매출원가 | US$42.56b |
| 총이익 | US$2.69b |
| 기타 비용 | US$2.64b |
| 순이익 | US$52.00m |
최근 보고된 실적
Mar 31, 2026
다음 실적 발표일
해당 없음
| 주당순이익(EPS) | 0.26 |
| 총이익률 | 5.95% |
| 순이익률 | 0.11% |
| 부채/자본 비율 | 81.5% |
PAGP의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기배당
6.8%
현재 배당 수익률607%
배당 성향기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/06/08 11:38 |
| 종가 | 2026/06/05 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 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Plains GP Holdings, L.P.는 31명의 분석가가 다루고 있습니다. 이 중 6명의 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 |