Plains GP Holdings, L.P.

NasdaqGS:PAGP Voorraadrapport

Marktkapitalisatie: US$5.6b

Plains GP Holdings Dividenden en inkoop

Dividend criteriumcontroles 3/6

Plains GP Holdings is een dividendbetalend bedrijf met een huidig rendement van 6.84%.

Belangrijke informatie

6.8%

Dividendrendement

n/a

Terugkoop Rendement

Totaal aandeelhoudersrendementn/a
Toekomstig dividendrendement7.8%
Dividendgroei-7.5%
Volgende betaaldatum dividendn/a
Ex-dividenddatumn/a
Dividend per aandeeln/a
Uitbetalingsratio607%

Recente updates van dividend en inkoop

Recent updates

Narratiefupdate 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
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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 Alpha
Seeking 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
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Nieuw narratief 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 Alpha

Stabiliteit en groei van betalingen

Dividenden ophalen

Stabiel dividend: De dividendbetalingen van PAGP zijn de afgelopen 10 jaar volatiel geweest.

Groeiend dividend: De dividendbetalingen van PAGP zijn de afgelopen 10 jaar gedaald.


Dividendrendement versus markt

Plains GP Holdings Dividendrendement versus markt
Hoe verhoudt PAGP dividendrendement zich tot de markt?
SegmentDividendrendement
Bedrijf (PAGP)6.8%
Markt onderkant 25% (US)1.3%
Markt Top 25% (US)4.1%
Gemiddelde industrie (Oil and Gas)3.5%
Analist prognose (PAGP) (tot 3 jaar)7.8%

Opmerkelijk dividend: Het dividend van PAGP ( 6.84% ) is hoger dan dat van de onderste 25% van de dividendbetalers op de US markt ( 1.35% ).

Hoog dividend: Het dividend van PAGP ( 6.84% ) behoort tot de top 25% van dividendbetalers in de US markt ( 4.12% )


Winstuitkering aan aandeelhouders

Verdiendekking: Gezien de hoge payout ratio ( 607.3% ) worden de dividendbetalingen van PAGP niet goed gedekt door de winst.


Contante uitbetaling aan aandeelhouders

Kasstroomdekking: Met zijn lage cash payout ratio ( 18.9% ) worden de dividendbetalingen van PAGP goed gedekt door de kasstromen.


Ontdek bedrijven met een sterk dividend

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/07/02 06:09
Aandelenkoers aan het einde van de dag2026/07/02 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Plains GP Holdings, L.P. wordt gevolgd door 31 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Ethan BellamyBaird
Richard GrossBarclays
Theresa ChenBarclays