Plains GP Holdings Beheer
Beheer criteriumcontroles 3/4
De CEO Plains GP Holdings is Willie Chiang, benoemd in Oct2018, heeft een ambtstermijn van 7.83 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 12.30M, bestaande uit 7.2% salaris en 92.8% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.19% van de aandelen van het bedrijf, ter waarde $ 11.03M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.4 jaar en 9.6 jaar.
Belangrijke informatie
Willie Chiang
Algemeen directeur
US$12.3m
Totale compensatie
| Percentage CEO-salaris | 7.22% |
| Dienstverband CEO | 7.8yrs |
| Eigendom CEO | 0.2% |
| Management gemiddelde ambtstermijn | 7.4yrs |
| Gemiddelde ambtstermijn bestuur | 9.6yrs |
Recente managementupdates
Recent updates
Narratiefupdate • 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.
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 AlphaNarratiefupdate • 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 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
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 AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| 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$331m |
Compensatie versus markt: De totale vergoeding ($USD 12.30M ) Willie } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.29M ).
Compensatie versus inkomsten: De vergoeding van Willie is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.
CEO
Willie Chiang (65 yo)
7.8yrs
Tenure
US$12,295,167
Compensatie
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...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 7.8yrs | US$12.30m | 0.19% $ 11.0m | |
| Executive VP & CFO of PAA GP Holdings LLC | 15.5yrs | US$3.16m | 0.68% $ 39.4m | |
| Executive VP & COO of PAA GP Holdings LLC | 7.4yrs | US$9.06m | geen gegevens | |
| Executive VP | 13.5yrs | US$3.26m | geen gegevens | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 6.6yrs | US$345.34k | 0.89% $ 51.4m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 1.2yrs | US$461.42k | 0.56% $ 32.3m | |
| Executive VP & Chief Commercial Officer of PAA GP Holdings LLC | 7.4yrs | US$11.62m | 0.00066% $ 38.0k | |
| Senior VP of Finance & Chief Accounting Officer of PAA GP Holdings LLC | 13.1yrs | geen gegevens | geen gegevens | |
| Vice President of Investor Relations of PAA GP Holdings LLC | no data | geen gegevens | geen gegevens | |
| Vice President of Human Resources of PAA GP Holdings LLC | no data | geen gegevens | geen gegevens | |
| Senior Vice President of Operations of PAA GP Holdings LLC | 3.6yrs | geen gegevens | geen gegevens | |
| Senior Vice President of Special Projects of PAA GP Holdings LLC | 2yrs | geen gegevens | geen gegevens |
7.4yrs
Gemiddelde duur
62yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van PAGP is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.4 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| Chairman | 9.5yrs | US$12.30m | 0.19% $ 11.0m | |
| Director & Senior Advisor to the CEO of PAA GP Holdings LLC | 13.6yrs | US$345.34k | 0.89% $ 51.4m | |
| Senior Advisor to CEO & Director of PAA GP Holdings LLC | 9.5yrs | US$461.42k | 0.56% $ 32.3m | |
| Independent Director of PAA GP Holdings LLC | 12.6yrs | US$290.55k | 0.037% $ 2.1m | |
| Independent Director of PAA GP Holdings LLC | 4yrs | US$270.97k | 0.019% $ 1.1m | |
| Independent Director of PAA GP Holdings LLC | 9.8yrs | US$255.97k | 0.034% $ 2.0m | |
| Lead Independent Director of PAA GP Holdings LLC | 12.8yrs | US$296.39k | 0.16% $ 9.2m | |
| Independent Director of PAA GP Holdings LLC | 5.8yrs | US$255.97k | 0.075% $ 4.3m | |
| Independent Director of PAA GP Holdings LLC | 7.7yrs | US$270.97k | 0.041% $ 2.4m | |
| Independent Director of PAA GP Holdings LLC | 12.6yrs | US$285.97k | 0.022% $ 1.3m |
9.6yrs
Gemiddelde duur
68.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van PAGP wordt beschouwd als ervaren (gemiddelde ambtstermijn 9.6 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/08/09 21:22 |
| Aandelenkoers aan het einde van de dag | 2026/08/07 00:00 |
| Inkomsten | 2026/06/30 |
| Jaarlijkse inkomsten | 2025/12/31 |
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.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 analysamodel 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.
| Analist | Instelling |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |