Plains All American Pipeline (PAA) Aktievy
Plains All American Pipeline, L.P., genom sina dotterbolag, bedriver pipelinetransport, terminering, lagring och insamling av råolja och naturgasvätskor (NGL) i USA och Kanada. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 3/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 4/6 |
| Utdelningar | 3/6 |
PAA Community Fair Values
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Analyst Price Targets
Plains All American Pipeline, L.P. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$23.90 |
| 52 veckors högsta | US$25.03 |
| 52 veckors lägsta | US$15.69 |
| Beta | 0.49 |
| 1 månads förändring | 0.13% |
| 3 månaders förändring | 1.19% |
| 1 års förändring | 36.65% |
| 3 års förändring | 54.99% |
| 5 års förändring | 153.99% |
| Förändring sedan börsintroduktionen | 139.00% |
Senaste nyheter och uppdateringar
Seeking Alpha • 58m
Plains All American: This 7% Yield Still Has Plenty Of Fuel
Summary Plains All American remains a compelling midstream play, leveraging Permian production growth and Gulf Coast export demand for robust income and returns. PAA delivered 19% YoY crude oil adjusted EBITDA growth in Q2 2026, driven by Cactus III integration, bolt-on acquisitions, and higher volumes. Management guides for 15% full-year crude oil adjusted EBITDA growth and is increasing growth capital spending, with new projects expected to boost EBITDA in 2027. While PAA is no longer a deep value at 5.7x cash flow, its 7% yield, strong balance sheet, and credible growth path justify a Buy rating. Read the full article on Seeking Alpha
Uppdatering av berättelse • Aug 16
PAA: Fair Value Stance Will Weigh Debt Reduction And Growth Projects
Analysts have nudged their price target for Plains All American Pipeline higher from about $24.18 to around $24.76, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Plains All American Pipeline Plains All American Pipeline reported Q2 2026 net income attributable to PAA of US$1.83b, supported by a gain from the completed sale of its Canadian NGL business.Uppdatering av berättelse • Jul 21
PAA: Fair Value View Will Balance Completed Buybacks And Modest Outlook
Analysts have raised their price target for Plains All American Pipeline to $24.18 from $23.61, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Plains All American Pipeline Plains All American Pipeline reported that from January 1, 2026 to March 31, 2026, the company repurchased 0 shares for US$0 million under its existing buyback program.Recent updates
Seeking Alpha • 58m
Plains All American: This 7% Yield Still Has Plenty Of Fuel
Summary Plains All American remains a compelling midstream play, leveraging Permian production growth and Gulf Coast export demand for robust income and returns. PAA delivered 19% YoY crude oil adjusted EBITDA growth in Q2 2026, driven by Cactus III integration, bolt-on acquisitions, and higher volumes. Management guides for 15% full-year crude oil adjusted EBITDA growth and is increasing growth capital spending, with new projects expected to boost EBITDA in 2027. While PAA is no longer a deep value at 5.7x cash flow, its 7% yield, strong balance sheet, and credible growth path justify a Buy rating. Read the full article on Seeking AlphaUppdatering av berättelse • Aug 16
PAA: Fair Value Stance Will Weigh Debt Reduction And Growth Projects
Analysts have nudged their price target for Plains All American Pipeline higher from about $24.18 to around $24.76, reflecting updated assumptions on the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Plains All American Pipeline Plains All American Pipeline reported Q2 2026 net income attributable to PAA of US$1.83b, supported by a gain from the completed sale of its Canadian NGL business.Uppdatering av berättelse • Jul 21
PAA: Fair Value View Will Balance Completed Buybacks And Modest Outlook
Analysts have raised their price target for Plains All American Pipeline to $24.18 from $23.61, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E multiples. What’s in the News for Plains All American Pipeline Plains All American Pipeline reported that from January 1, 2026 to March 31, 2026, the company repurchased 0 shares for US$0 million under its existing buyback program.Uppdatering av berättelse • Jun 25
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.Uppdatering av berättelse • Jun 05
PAA: 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.Uppdatering av berättelse • Apr 25
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.Uppdatering av berättelse • Apr 10
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).Uppdatering av berättelse • Mar 26
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).Uppdatering av berättelse • Mar 11
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).Uppdatering av berättelse • Feb 03
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.Uppdatering av berättelse • Jan 20
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.Uppdatering av berättelse • Jan 06
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.Uppdatering av berättelse • Dec 17
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.Uppdatering av berättelse • Dec 03
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).Uppdatering av berättelse • Nov 19
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.Uppdatering av berättelse • Nov 03
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).Uppdatering av berättelse • Oct 20
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).Uppdatering av berättelse • Oct 05
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.Seeking Alpha • Apr 27
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 AlphaSeeking Alpha • Mar 18
Plains 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 AlphaSeeking Alpha • Jan 14
Plains 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 AlphaSeeking Alpha • Dec 15
Piping 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 AlphaSeeking Alpha • Dec 03
Why 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 AlphaSeeking Alpha • Nov 11
Plains 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 AlphaSeeking Alpha • Oct 11
Financials 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 Alpha
Ny berättelse • Aug 22
Critical 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.Seeking Alpha • Aug 11
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 AlphaSeeking Alpha • Jun 30
Examining 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 AlphaSeeking Alpha • Jun 18
Plains 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 AlphaAktieägarnas avkastning
| PAA | US Oil and Gas | US Marknad | |
|---|---|---|---|
| 7D | 2.8% | 6.8% | 0.6% |
| 1Y | 36.6% | 39.0% | 20.1% |
Avkastning vs industri: PAA presterade sämre än US Oil and Gas branschen som gav 39 % under det senaste året.
Avkastning vs Marknaden: PAA översteg US marknaden som gav 20.1 % under det senaste året.
Prisvolatilitet
| PAA volatility | |
|---|---|
| PAA Average Weekly Movement | 3.2% |
| Oil and Gas Industry Average Movement | 6.0% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Stabil aktiekurs: PAA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: PAA s veckovolatilitet ( 3% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 1981 | 3,900 | Willie Chiang | www.plains.com |
Plains All American Pipeline, L.P., genom sina dotterbolag, bedriver pipelinetransport, terminering, lagring och insamling av råolja och naturgasvätskor (NGL) i USA och Kanada. Bolaget bedriver verksamhet genom två segment, Crude Oil och NGL. Segmentet Crude Oil erbjuder insamling och transport av råolja genom pipelines, lastbilar och på pråmar eller järnvägsvagnar.
Plains All American Pipeline, L.P. Sammanfattning av grunderna
| PAA grundläggande statistik | |
|---|---|
| Börsvärde | US$16.86b |
| Vinst(TTM) | US$821.00m |
| Intäkter(TTM) | US$52.31b |
20.5x
P/E-förhållande0.3x
P/S-förhållandeÄr PAA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| PAA resultaträkning (TTM) | |
|---|---|
| Intäkter | US$52.31b |
| Kostnad för intäkter | US$49.40b |
| Bruttovinst | US$2.90b |
| Övriga kostnader | US$2.08b |
| Intäkter | US$821.00m |
Senast redovisade vinst
Jun 30, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 1.16 |
| Bruttomarginal | 5.55% |
| Nettovinstmarginal | 1.57% |
| Skuld/egenkapitalförhållande | 58.6% |
Hur har PAA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
7.0%
Aktuell utdelningsavkastning140%
UtbetalningskvotFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/08/17 15:13 |
| Aktiekurs vid dagens slut | 2026/08/14 00:00 |
| Intäkter | 2026/06/30 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som används för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och handledningar på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Plains All American Pipeline, L.P. bevakas av 40 analytiker. 9 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Ethan Bellamy | Baird |
| Richard Gross | Barclays |
| Theresa Chen | Barclays |