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 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
80% more call options, than puts
Call options by funds: $112M | Put options by funds: $62.1M
69% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 26
33% more funds holding in top 10
Funds holding in top 10: 9 [Q4 2024] → 12 (+3) [Q1 2025]
28% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 95
22% more capital invested
Capital invested by funds: $2.82B [Q4 2024] → $3.44B (+$626M) [Q1 2025]
3.99% more ownership
Funds ownership: 77.62% [Q4 2024] → 81.6% (+3.99%) [Q1 2025]
3% more funds holding
Funds holding: 302 [Q4 2024] → 312 (+10) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$18
6%
downside
Avg. target
$19.75
3%
upside
High target
$23
20%
upside
4 analyst ratings
1 positive
25%
2 neutral
50%
1 negative
25%
Mizuho Gabriel Moreen | 4%upside $20 | Outperform Maintained | 20 May 2025 |
Citigroup Spiro Dounis | 6%downside $18 | Neutral Maintained | 13 May 2025 |
Barclays Theresa Chen | 6%downside $18 | Underweight Maintained | 10 Apr 2025 |
Morgan Stanley Robert Kad | 20%upside $23 | Equal-Weight Maintained | 25 Mar 2025 |
Financial journalist opinion
Based on 4 articles about PAGP published over the past 30 days
Positive
Seeking Alpha
1 day ago
Oil Price Hike: 2 Big Dividend Stocks Set To Spike
Israel has attacked Iran to prevent it from getting a nuclear weapon. This has caused markets to experience considerable turmoil. I share 2 big dividend stocks set to soar in response.
Positive
Seeking Alpha
6 days ago
Major Market Disconnect: 2 High-Flying Funds That Remain Dirt Cheap
It is rare to buy an investment that is both deeply discounted and enjoying strong momentum. However, we share two such opportunities right now. We share why we think they are still undervalued and have significantly further to run.
Positive
Seeking Alpha
6 days ago
Golden Buying Opportunity For Big Dividend Investors: 8-9% Yields Set To Soar
High-yield stocks with strong balance sheets and growth profiles are rare. I share two of these opportunities here. Both of these opportunities issue 1099 tax forms.
Positive
Seeking Alpha
2 weeks ago
Buy The Dip: 2 Blue-Chip 9%+ Yields Getting Way Too Cheap
It is rare to find 9%+ yielding dividend growth stocks that would qualify as blue chips. However, today, Mr. Market is offering several of them. We share two that are attractive buys on the dip.
Neutral
Seeking Alpha
1 month ago
Plains GP Holdings, L.P. (PAGP) Q1 2025 Earnings Call Transcript
Plains GP Holdings, L.P. (NASDAQ:PAGP ) Q1 2025 Earnings Conference Call May 9, 2025 10:00 AM ET Company Participants Blake Fernandez - VP, IR Willie Chiang - Chairman and CEO Al Swanson - EVP and CFO Harry Pefanis - President and Co-Founder Chris Chandler - EVP and COO Jeremy Goebel - EVP and CCO Conference Call Participants Gabriel Moreen - Mizuho Manav Gupta - UBS Michael Blum - Wells Fargo Vrathan Reddy - JPMorgan Sunil Sibal - Seaport Global AJ O'Donnell - TPH John Mackay - Goldman Sachs Theresa Chen - Barclays Operator Good day and thank you for standing by.
Neutral
Seeking Alpha
1 month 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 month 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
3 months 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
3 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
3 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.
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