Plains GP HoldingsPAGP
PAGP
About: Plains GP Holdings LP provides transportation, storage, processing, fractionation, and marketing services for crude oil, refined products, natural gas liquids, liquefied petroleum gas, and related products. The group manages its operations through two operating segments: Crude Oil and NGL.
Employees: 4,200
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
172% more call options, than puts
Call options by funds: $112M | Put options by funds: $41.1M
125% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 20
33% more repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 87
6% more funds holding
Funds holding: 282 [Q3] → 300 (+18) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 9 (+0) [Q4]
3% less capital invested
Capital invested by funds: $2.92B [Q3] → $2.82B (-$101M) [Q4]
2.37% less ownership
Funds ownership: 79.95% [Q3] → 77.59% (-2.37%) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
3%
downside
Avg. target
$21
10%
upside
High target
$23
23%
upside
2 analyst ratings
0 positive
0%
1 neutral
50%
1 negative
50%
Barclays Theresa Chen 39% 1-year accuracy 13 / 33 met price target | 3%downside $18 | Underweight Maintained | 10 Apr 2025 |
Morgan Stanley Robert Kad 53% 1-year accuracy 9 / 17 met price target | 23%upside $23 | Equal-Weight Maintained | 25 Mar 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
3 days ago
Undercovered Dozen: 3D Systems, Seritage, Topicus, Timken +
The 'Undercovered' Dozen highlights 12 lesser-covered stocks, offering investment opportunities and fostering community discussion on their potential. Abeona Therapeutics is seen as a Buy due to promising FDA approvals for pz-cel and UX111, potentially transforming the company with its first commercial products by 2025. Plains GP Holdings offers stable cash flows and high dividends in the volatile energy market, making it a strong buy from Louis Gerard.
Positive
Seeking Alpha
1 week ago
Plains GP Holdings Is A Buy With Its Massive FCF
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.
Positive
Zacks Investment Research
1 month ago
Is Plains Group (PAGP) Stock Undervalued Right Now?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Negative
Seeking Alpha
2 months ago
Don't Settle: Augment VYM With Bigger And Faster-Growing Dividends
The Vanguard High Dividend Yield Index Fund ETF Shares' yield is lackluster, and its dividend growth is slowing—here's how to boost your yield and dividend growth. These alternatives deliver higher yields, rapid dividend growth, and stronger long-term returns. Unlock inflation-beating income and long-term outperformance by supplementing VYM with these high-growth dividend plays.
Positive
Seeking Alpha
2 months ago
Miller-Howard Infrastructure Q4 2024 Commentary
Infrastructure portfolio remained flat in Q4 but achieved its strongest calendar year in three years, outperforming its benchmark. Rising interest rates impacted REITs and utilities, while natural gas pipelines benefited from data center and AI trends. Over 80% of portfolio holdings increased dividends annually over the past 5 years, surpassing the large-cap dividend-paying universe.
Neutral
CNBC Television
2 months ago
Trade Tracker: Jenny Harrington sells ONEOK, buys Plains GP and Enbridge
Jenny Harrington, Gilman Hill Asset Management CEO, joins CNBC's "Halftime Report" to detail her energy strategy.
Positive
Seeking Alpha
2 months ago
Undercovered Dozen: Celanese, NovaGold Resources, Granite Ridge, Plains GP +
The 'Undercovered' Dozen series highlights 12 lesser-covered stocks, offering fresh investment ideas and fostering discussion among investors. Standout stocks include Byrna Technologies, Granite Ridge Resources, and Centrus Energy, each with unique growth potential and strategic advantages. Applied Materials and Dun & Bradstreet present attractive long-term opportunities, despite recent market reactions and takeover rumors.
Positive
Zacks Investment Research
2 months ago
Should Value Investors Buy Plains Group (PAGP) Stock?
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Positive
Seeking Alpha
2 months ago
Plains GP Holdings: Income Stock With Significant Price Appreciation Potential
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.
Negative
Seeking Alpha
2 months ago
Billionaire Investor Says 'Sell MLPs': Our Approach
My largest investment since the COVID-19 crash has been midstream. However, a legendary billionaire investor just switched from being bullish to announcing he has started selling MLPs. We share our view on the sector right now.
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