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PAPAGP

Plains GP Holdings LP

$PAGP·$5.3B·Oil & Gas Midstream·Energy
$26.16-1.7%YTD+39.1%1Y+44.7%
Price updated 6m ago·X counts updated 2d ago
PAPAGP
$PAGPPlains GP Holdings LP
$26.16-1.67%6 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $PAGP on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

6X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $PAGP — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-28

The move is getting stronger, with heavier trading behind it.

Plains GP +39% YTD near 52w highs; Zacks upgrade to Buy, $24.55 consensus PT on midstream cash yield.

PAGP is the C-corp holdco of PAA — capturing the same distribution economics with the parent's tax treatment.

  • Tape: +39.0% YTD, +41.4% t12m; 82% of 52w range, near 50-day, +12.3% vs 200-day.
  • Q2 EPS $1.97 vs $0.44 (+352%) — massive beat via K-1 timing; four mixed prints; FY26 est $2.42 → FY27 $1.79 → FY28 $2.00 EPS.
  • 7.0x P/E, 0.09x P/S, 50.3% FCF yield (holdco math), ROIC 6.5%, ROE 47%.
  • D/E 0.01 (holdco), op margin 3.1%, gross margin 2.7% — midstream norms.
  • Zacks upgrade to Buy; $24.55 consensus PT vs $26.58 spot (slight overshoot).
  • PAA subsidiary $1.5B junior sub notes offering 9/14 — capital-structure work at parent level.
  • Beta 0.45; float 192.4M.
  • No X sentiment sample.

Watch 11/4 print for distribution growth, PAA sub-note redemption of preferred, and any Silver Creek acquisition close.

What to watch: 11/4 earnings, distribution-growth pace, PAA preferred redemption, and any Silver Creek acquisition update.

On the calendar: 2026-11-04

sentiment missing

Read the AI verdict on $PAGP

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

General partner holding company for Plains All American Pipeline, owning midstream crude oil and NGL pipeline infrastructure in North America.

Industry overviewAI analysisGenerated by AI from underlying data

Where Oil & Gas Midstream sits in its cycle right now — and what that implies for $PAGP.

Oil & Gas Midstream · Energy

No material change from last week — LNG export capacity expansion and record Permian gas throughput are the structural demand drivers for fee-based midstream.

What this means for $PAGP

Neutral — General partner holding company for Plains All American Pipeline, owning midstream crude oil and NGL pipeline infrastructure in North America.

Top industry ETF

$AMLPAlerian MLP ETF
+12.5%YTD
+12.7%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
7.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.1%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
50.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
46.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
2.7%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 7, 2026$1.97$0.44+352.1%
Q1 2026May 8, 2026$0.10$0.48-79.2%
Q4 2025Feb 6, 2026$0.31$0.50-38.0%
Q3 2025Nov 5, 2025$0.31$0.42-26.2%
Next earningsWed, Nov 4·consensus EPS $0.49

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$17.7B+66.2%-2.4%2.5%$2.71$926.0M
Q1 FY26$12.5B+3.8%3.5%2.8%$0.10$288.0M
Q4 FY25$10.6B-14.8%6.7%3.4%$0.31$636.0M
Q3 FY25$11.6B-9.1%6.1%4.2%$0.42$615.0M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$54.3B$52.0B – $56.9B$2.42$1.53 – $4.153
FY27$58.3B$55.8B – $61.0B$1.79$0.54 – $5.414
FY28$60.4B$57.5B – $65.2B$2.00$1.71 – $2.195
FY29$37.3B$35.7B – $39.0B$2.28$2.15 – $2.422
FY30$35.7B$34.2B – $37.4B$2.37$2.24 – $2.512

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.2×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.82%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-0.7%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+12.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 192.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.1% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.455-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 17 other (9 awards · 8 exempts) in window

See when $PAGP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementSep 148-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 2.03: Material debt obligation · Item 8.01: Other event
AI summary

Plains GP Holdings, L.P. (PAGP) disclosed that its subsidiary Plains All American Pipeline (PAA) completed a $1.5 billion subordinated debt offering on September 14, 2026: $700 million of 6.750% Series A Junior Subordinated Notes due 2056 and $800 million of 7.000% Series B Junior Subordinated Notes due 2056. Both series carry floating-rate resets (based on 5-Year Treasury + spread) starting December 15, 2031 and 2036 respectively. The subordinated structure and 30-year maturity make this hybrid debt; at $1.5B it is a material capital raise for the midstream partnership's balance sheet.

3New insider — initial holdingsSep 103
AI summary

Form 3 initial beneficial ownership filing for Russell Lee Montgomery, new officer at Plains GP Holdings, L.P. (PAGP). No securities are beneficially owned at the time of filing, establishing his Section 16 reporting baseline.

8-KAcquisition completedAug 78-K — Item 2.01: Acquisition completed · Item 7.01: Press release / Reg FD
AI summary

PAGP (PAGP) filed a Reg FD disclosure (Item 7.01) on 2026-08-07, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally an informational filing; no new deal terms or financial results were announced unless noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KAgreement terminatedJun 178-K — Item 1.01: Material agreement · Item 1.02: Agreement terminated · Item 2.03: Material debt obligation
AI summary

PAGP (PAGP) entered into Revolving Credit Facility On June 12, 2026, Plains All American Pipeline, L with a counterparty on 2026-06-17, involving $2.7 billion. Other items: Item 1.02. . This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KOfficer or director changeJun 28-K — Item 5.02: Officer or director change
8-KShareholder voteMay 228-K — Item 5.07: Shareholder vote
3New insider — initial holdingsMay 203
8-KOfficer or director changeMay 138-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 11 other (4 proxys · 2 10-Qs · 2 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Plains GP (PAGP) Upgraded to Buy: What Does It Mean for the Stock?zacks.com·4d agoIs Plains Group (PAGP) Outperforming Other Oils-Energy Stocks This Year?zacks.com·4d agoAre Investors Undervaluing Plains Group (PAGP) Right Now?zacks.com·6d agoPlains GP Holdings, L.P. (NYSE:PAGP) Receives $24.55 Consensus Target Price from Analystsdefenseworld.net·9d agoPlains GP (NYSE:PAGP) Sets New 1-Year High – What’s Next?defenseworld.net·11d ago

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Voices on X · last 7 days

No standout posts about $PAGP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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