Plains GP Holdings LP Class A (PAGP)

In the past six months, Plains GP Holdings LP (PAGP) stock has been influenced by several events. Plains GP Holdings completed the acquisition of an additional stake in Epic Crude Holdings, LP and announced plans to divest its Canadian natural gas liquids business. The company's third-quarter 2025 financial results showed mixed performance with improved net income but a decline in adjusted EBITDA. Analysts have adjusted their ratings and price targets for PAGP. The stock price has moved between $16.61 and $22.31, with recent increases. Investors have shown concern regarding the company's increasing debt load.

Demand for Plains GP Holdings' products and services exhibits some seasonality, particularly concerning natural gas liquids. Colder months typically see higher demand and sales for propane. Plains GP Holdings strategically utilizes its storage capacity to optimize the timing of these seasonal sales to maximize value.

Plains GP Holdings, L.P. functions as a holding company, managing midstream infrastructure systems through its subsidiary, Plains All American Pipeline, L.P. The company is involved in the transportation, storage, terminalling, and marketing of crude oil and refined products, as well as the processing, transportation, fractionation, storage, and marketing of NGLs. Plains GP Holdings operates within the Oils-Energy sector, specifically in the Oil & Gas Midstream or Oil & Gas Transportation Services industry, managing operations through Crude Oil and Natural Gas Liquids (NGL) segments.

Plains GP Holdings, L.P. has a significant geographic footprint across the United States and Canada. Its network connects major oil and gas regions with refining centers and demand markets, holding a substantial presence in the Permian Basin, Gulf Coast, and other vital North American energy corridors.

Plains GP Holdings emphasizes its commitment to ESG practices, focusing on transparency, building trust, managing risks, and minimizing environmental impacts. The company publishes sustainability reports detailing its approach to corporate governance, safety, public safety, talent development, stakeholder engagement, and environmental stewardship. Plains GP Holdings also sets annual environmental and safety performance targets, which are factored into employee bonus compensation to incentivize desired behaviors. There have been no specific public events in the past year that have significantly impacted its overall brand reputation.

Plains GP Holdings LP (PAGP) has a diverse ownership structure. Institutional investors hold a significant portion of the company's stock. Insiders own a smaller percentage, while public companies and individual investors hold the remaining portion. Major institutional shareholders include Tortoise Capital Advisors, L.L.C., Energy Income Partners, LLC, and Massachusetts Financial Services Co /ma/.