PAGP
PLAINS GP HOLDINGS LP
$24.63
+0.70%
$4.9B
No data for this timeframe.
Vol
Market Cap$4.9B
Cap SizeMid Cap
Analyst ConsensusBuy (55%)
Inst. Holders6 funds
Inst. Value$220.3M
Inst. Activity0 buys / 1 sells
Reddit Sentiment50° Neutral
SEC Reports9
Recent Activity
Jun 5, 2026
SEC
Plains GP Holdings announced that Russ Montgomery will be promoted to Vice President, Accounting and Chief Accounting Of
8-K — Impact 2/10
May 27, 2026
short_volume
Short Volume: PAGP — 62.1% short (0.4M / 0.6M)
Short: 401,500 | Exempt: 113 | TRF Vol: 646,408 | Short Ratio: 62.1% | Off-exchange volume (dark poo
May 20, 2026
SEC
Cindy Taylor, an officer/director of Plains GP Holdings LP, filed a Form 3 initial statement of beneficial ownership, re
3 — Impact 2/10
May 13, 2026
SEC
Plains GP Holdings filed a DEFA14A supplementing its proxy statement for the May 20, 2026 annual meeting, announcing the
DEFA14A — Impact 2/10
Inst.
FMR LLC — TRIM
121 shares ($2.3K)
Inst.
UBS Group AG — TRIM
3,349,806 shares ($61.1M)
Price Targets
$24.14
-0.9% upside
Hold
Current $24.35
Low $20.00
Median $24.00
High $27.00
14 analysts
$20.00
$27.00
Analyst Ratings
5Strong Buy
6Buy
6Hold
3Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 8, 2026 | Mizuho | MAINTAIN | Outperform → Outperform |
| Jun 4, 2026 | Goldman Sachs | UPGRADE | Sell → Neutral |
| May 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight → Equal-Weight |
| May 14, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight → Equal-Weight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.45 ▼ -6.0% | $0.44 — $0.46 | 11% YoY | 3 |
| Next Q | $0.53 ▼ -4.2% | $0.48 — $0.56 | -36% YoY | 3 |
| Current FY | $1.97 ▼ -10.9% | $1.53 — $2.64 | 92% YoY | 3 |
| Next FY | $2.17 ▼ -1.5% | $1.97 — $2.34 | 11% YoY | 3 |
Latest Reports
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $69.0M | — |
| VANGUARD GROUP INC | $57.3M | — |
| BANK OF AMERICA CORP | $38.6M | ADD |
| TWO SIGMA INVESTMENTS, LP | $35.5M | — |
| WELLS FARGO & COMPANY/MN | $20.1M | — |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
6 institutional holders with $220.3M total value (11,511,969 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, BANK. Net selling activity: 1 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 3,603,062 | $69.0M | 31.3% | — |
| 2 | VANGUARD GROUP INC | 2,991,734 | $57.3M | 26.0% | — |
| 3 | BANK OF AMERICA CORP /DE/ | 2,014,356 | $38.6M | 17.5% | ADD +36.4% |
| 4 | TWO SIGMA INVESTMENTS, LP | 1,853,451 | $35.5M | 16.1% | — |
| 5 | WELLS FARGO & COMPANY/MN | 1,049,245 | $20.1M | 9.1% | — |
| 6 | FMR LLC | 121 | $2.3K | 0.0% | TRIM -43.7% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| FMR LLC | TRIM | 215 | 121 | -43.7% | $2.3K | 2025-Q4 |
| UBS Group AG | TRIM | 4,747,489 | 3,349,806 | -29.4% | $61.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 1,283,463 | 1,750,236 | +36.4% | $31.9M | 2025-Q3 |
| FMR LLC | ADD | 166 | 215 | +29.5% | $3.9K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,928,460 | 1,283,463 | -33.4% | $24.9M | 2025-Q2 |
| FMR LLC | NEAR_EXIT | 896,550 | 166 | -100.0% | $3.2K | 2025-Q2 |
| UBS Group AG | ADD | 3,340,797 | 6,188,126 | +85.2% | $132.2M | 2025-Q1 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
9 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 0 mixed, 7 neutral. Avg impact: 3.6/10.
NEUTRAL
8-K
2/10
Plains GP Holdings announced that Russ Montgomery will be promoted to Vice President, Accounting and
Jun 5, 2026
NEUTRAL
3
2/10
Cindy Taylor, an officer/director of Plains GP Holdings LP, filed a Form 3 initial statement of bene
May 20, 2026
NEUTRAL
DEFA14A
2/10
Plains GP Holdings filed a DEFA14A supplementing its proxy statement for the May 20, 2026 annual mee
May 13, 2026
NEUTRAL
8-K
2/10
Plains GP Holdings appointed Cynthia B. Taylor as an independent board member effective May 11, 2026
May 13, 2026
BULLISH
8-K
7/10
Plains GP Holdings (PAGP) completed the sale of its Canadian NGL business to Keyera Corp. for approx
May 12, 2026
BEARISH
8-K
7/10
Plains GP Holdings (PAGP) reported Q1 2026 GAAP EPS of $0.10, an 85% miss vs consensus of $0.67, and
May 8, 2026
NEUTRAL
DEFA14A
2/10
Plains GP Holdings, L.P. is holding its 2026 annual meeting to vote on the election of four director
Apr 10, 2026
NEUTRAL
EFFECT
4/10
Plains GP Holdings LP's (PAGP) shelf registration statement (Form S-3) became effective on April 6,
Apr 7, 2026
NEUTRAL
S-3ASR, S-3
4/10
Plains GP Holdings LP (PAGP) filed two S-3 shelf registration statements on March 30, 2026, register
Mar 30, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (55% buy). Based on 20 analysts: 5 strong buy, 6 buy, 6 hold, 3 sell, 0 strong sell.
Analyst Price Targets
$24.14 mean target
-0.9% upside
Hold (2.27)
$20.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $24.35 |
| Target Low | $20.00 |
| Target Mean | $24.14 |
| Target Median | $24.00 |
| Target High | $27.00 |
| # Analysts | 14 |
| Recommendation | Hold (2.27) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.45 | $0.44 | $0.46 | 11.2% | -6.0% | 1↑ 1↓ | $12.3B | 15.2% | 3 |
| Next Q 2026-09-30 |
$0.53 | $0.48 | $0.56 | -35.8% | -4.2% | 1↑ 1↓ | $12.8B | 10.4% | 3 |
| Current FY 2026-12-31 |
$1.97 | $1.53 | $2.64 | 92.0% | -10.9% | 1↑ 2↓ | $51.7B | 16.9% | 3 |
| Next FY 2027-12-31 |
$2.17 | $1.97 | $2.34 | 10.6% | -1.5% | 2↑ 1↓ | $52.8B | 2.0% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.451 | |
| 7d ago | $0.447 | +0.004 |
| 30d ago | $0.480 | -0.029 |
| 60d ago | $0.510 | -0.059 |
| 90d ago | $0.320 | +0.131 |
8 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 8, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Jun 4, 2026 | Goldman Sachs | UPGRADE | Sell | Neutral |
| May 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| May 14, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 12, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Apr 10, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Mar 24, 2026 | Truist Securities | INITIATE | Buy | Buy |
| Mar 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 13, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Mar 6, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 10, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Barclays | MAINTAIN | Underweight | Underweight |
| Feb 9, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 6 | 6 | 3 | 0 | 55% | |
| May 1, 2026 | 5 | 6 | 7 | 3 | 0 | 52% | |
| Apr 1, 2026 | 5 | 6 | 7 | 3 | 0 | 52% | |
| Mar 1, 2026 | 5 | 5 | 7 | 3 | 0 | 50% | |
| Feb 1, 2026 | 5 | 5 | 7 | 3 | 0 | 50% | |
| Jan 1, 2026 | 5 | 5 | 8 | 2 | 0 | 50% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| May 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
| May 15, 2026 | 1 | 50° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
PAGP stock discussion
▲ 1
💬 1
⚡ 0.5
May 27, 2026
short_volume
Short Volume: PAGP — 62.1% short (0.4M / 0.6M)
Short: 401,500 | Exempt: 113 | TRF Vol: 646,408 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: PAGP — 73.9% short (0.5M / 0.7M)
Short: 520,858 | Exempt: 1,743 | TRF Vol: 704,605 | Short Ratio: 73.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: PAGP — 70.1% short (0.5M / 0.7M)
Short: 476,690 | Exempt: 1,319 | TRF Vol: 679,567 | Short Ratio: 70.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: PAGP — 81.2% short (0.7M / 0.9M)
Short: 721,792 | Exempt: 297 | TRF Vol: 888,992 | Short Ratio: 81.2% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: PAGP — 60.7% short (0.8M / 1.3M)
Short: 812,128 | Exempt: 1,202 | TRF Vol: 1,336,980 | Short Ratio: 60.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: PAGP — 75.3% short (0.5M / 0.7M)
Short: 492,165 | Exempt: 553 | TRF Vol: 653,953 | Short Ratio: 75.3% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: PAGP — 69.0% short (0.6M / 0.8M)
Short: 566,153 | Exempt: 2,496 | TRF Vol: 820,980 | Short Ratio: 69.0% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: PAGP — 57.8% short (0.6M / 1.1M)
Short: 621,554 | Exempt: 0 | TRF Vol: 1,075,668 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
May 14, 2026
short_volume
Short Volume: PAGP — 65.8% short (0.5M / 0.7M)
Short: 476,557 | Exempt: 289 | TRF Vol: 724,201 | Short Ratio: 65.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: PAGP — 59.0% short (0.3M / 0.5M)
Short: 316,851 | Exempt: 0 | TRF Vol: 536,602 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
earnings_calendar
PAGP Q1 2026 Earnings Scheduled — 2026-05-08
May 8, 2026
short_volume
Short Volume: PAGP — 71.9% short (0.6M / 0.9M)
Short: 614,694 | Exempt: 0 | TRF Vol: 854,495 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: PAGP — 64.9% short (0.4M / 0.6M)
Short: 410,825 | Exempt: 903 | TRF Vol: 633,144 | Short Ratio: 64.9% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_interest
FTD: PAGP — 36,874 shares ($0.9M) failed to deliver
Settlement: 20260506, Price: $24.21, FTD Value: $892,719.54, PLAINS GP HLDGS LPSHS CL A REP
May 6, 2026
short_volume
Short Volume: PAGP — 58.3% short (0.4M / 0.7M)
Short: 395,750 | Exempt: 414 | TRF Vol: 678,387 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)