Market Cap
$5.1B
PAGP
PLAINS GP HOLDINGS LP
$26.06 ▲ +0.50%
Prev close $25.93Market cap$5.1B
ConsensusHold
12-mo target$26.08 (+0.1%)
▲ Bullish
Analyst conviction 6/10
High Impact Filing (7/10)22 New Institutional Positions10 Institutional Exits Traditional Energy
Snapshot
The big-picture read on PAGP right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$2.5B
Inst. Activity
22 buys / 10 sells
Social Sentiment
50° Neutral
SEC Reports
12
Price chart 30d -5.9%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: PAGP — 74.0% short (0.4M / 0.5M)
Short: 386,588 | Exempt: 615 | TRF Vol: 522,733 | Short Ratio: 74.0% | Off-exchange volume (dark poo
Sep 30, 2026 Insider
Sep 14, 2026 SEC McGee Richard K. gifted 120,000 shares
EVP, General Counsel & Sec.
PAA completed a $1.5B public offering of junior subordinated notes (Series A: $700M at 6.750%, Series B: $800M at 7.000%
8-K — Impact 6/10
Aug 14, 2026 Insider
SHACKOULS BOBBY S acquired via exercise 7,400 shares
Director
Aug 14, 2026 Insider
Aug 7, 2026 SEC RAYMOND JOHN T acquired via exercise 7,400 shares
Director
Plains GP Holdings (PAGP) reported strong Q2 2026 results, with Adjusted EBITDA attributable to PAA up 10% YoY to $738M,
8-K — Impact 6/10
Jun 30, 2026 Inst.
D. E. Shaw & — ADD
2,904,729 shares ($70.5M)
Jun 30, 2026 Inst.
Pathstone Holdings, LLC — DOUBLED
1,500,302 shares ($36.4M)
Analyst ratings buy % +10.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 20 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 21, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Sep 21, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Sep 17, 2026 | Citigroup | MAINTAIN | Neutral | 55% |
| Sep 3, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Aug 18, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 16, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Jul 15, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jun 8, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Jun 4, 2026 | Goldman Sachs | UPGRADE | Neutral | 54% |
| May 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 7 | 7 | 2 | 0 | 55% | |
| Aug 1, 2026 | 5 | 6 | 7 | 2 | 0 | 55% | |
| Jul 1, 2026 | 5 | 6 | 7 | 2 | 0 | 55% | |
| 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% |
Price targets
Where 13 covering analysts think PAGP trades over the next 12 months.
$26.08 +0.1% upside Hold
Current$26.06 Low$20.00 Median$27.00 High$30.00 13 analysts
$20.00$30.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
12 SEC filing reports analyzed · 2 bullish, 2 bearish, 0 mixed, 8 neutral · avg impact 3.9/10.
BEARISH8-K6/10
PAA completed a $1.5B public offering of junior subordinated notes (Series A: $700M at 6.750%, Serie
Sep 14, 2026
BULLISH8-K6/10
Plains GP Holdings (PAGP) reported strong Q2 2026 results, with Adjusted EBITDA attributable to PAA
Aug 7, 2026
NEUTRAL8-K3/10
Plains GP Holdings (PAGP) entered into a new $2.7 billion senior unsecured revolving credit facility
Jun 17, 2026
NEUTRAL8-K2/10
Plains GP Holdings announced that Russ Montgomery will be promoted to Vice President, Accounting and
Jun 5, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: PAGP — 74.0% short (0.4M / 0.5M)
Short: 386,588 | Exempt: 615 | TRF Vol: 522,733 | Short Ratio: 74.0% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: PAGP — 61.5% short (0.4M / 0.6M)
Short: 364,110 | Exempt: 2 | TRF Vol: 592,530 | Short Ratio: 61.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: PAGP — 62.2% short (0.3M / 0.5M)
Short: 316,630 | Exempt: 208 | TRF Vol: 509,198 | Short Ratio: 62.2% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: PAGP — 61.1% short (0.3M / 0.6M)
Short: 348,414 | Exempt: 51 | TRF Vol: 570,001 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Sep 11, 2026
short_volume
Short Volume: PAGP — 62.3% short (0.5M / 0.9M)
Short: 537,088 | Exempt: 422 | TRF Vol: 861,709 | Short Ratio: 62.3% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.48 | $0.45–$0.55 | -41.4% | -3.4% | 1↑ 1↓ | $13.3B | 4 |
| Next Q | $0.52 | $0.47–$0.54 | 45.4% | +3.0% | 0↑ 2↓ | $12.8B | 4 |
| Current FY | $2.30 | $1.43–$3.66 | 124.6% | +22.1% | 0↑ 2↓ | $56.6B | 4 |
| Next FY | $2.07 | $1.92–$2.26 | -10.2% | -4.0% | 1↑ 1↓ | $56.6B | 4 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.484 | — |
| 7d ago | $0.486 | -0.002 |
| 30d ago | $0.501 | -0.017 |
| 60d ago | $0.529 | -0.045 |
| 90d ago | $0.530 | -0.046 |
Institutional ownership
Which big funds own PAGP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $2.5B total value (104,170,561 shares) as of 2026-Q2. Top holders: MASSACHUSETTS, TWO, Clearbridge. Net buying activity: 22 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 8,930,864 | $216.8M | 8.6% | — |
| TWO SIGMA INVESTMENTS, LP | 7,199,867 | $174.7M | 6.9% | — |
| Clearbridge Investments, LLC | 6,854,964 | $166.4M | 6.6% | — |
| GOLDMAN SACHS GROUP INC | 6,556,006 | $159.1M | 6.3% | — |
| Artemis Investment Management LLP | 5,276,057 | $128.0M | 5.1% | ADD +90.2% |
| Invesco Ltd. | 4,423,183 | $107.4M | 4.2% | — |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | 4,207,381 | $102.1M | 4.0% | — |
| BANK OF AMERICA CORP /DE/ | 3,865,600 | $93.8M | 3.7% | ADD +86.3% |
| MORGAN STANLEY | 3,489,870 | $84.7M | 3.4% | — |
| UBS Group AG | 3,280,555 | $79.6M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| D. E. Shaw & Co., Inc. | ADD | 1,468,981 | 2,904,729 | +97.7% | $70.5M |
| Pathstone Holdings, LLC | DOUBLED | 279,490 | 1,500,302 | +436.8% | $36.4M |
| JPMORGAN CHASE & CO | DOUBLED | 430,305 | 1,132,344 | +163.1% | $27.3M |
| CITADEL ADVISORS LLC | DOUBLED | 466,906 | 989,667 | +112.0% | $24.0M |
| BALYASNY ASSET MANAGEMENT L.P. | ADD | 560,081 | 711,851 | +27.1% | $17.3M |
| WELLS FARGO & COMPANY/MN | TRIM | 1,019,993 | 650,309 | -36.2% | $15.8M |
| Connor, Clark & Lunn Investment Management Ltd. | ADD | 437,267 | 613,587 | +40.3% | $14.9M |
| NEOS Investment Management LLC | ADD | 378,650 | 500,799 | +32.3% | $12.2M |
| AMERICAN CENTURY COMPANIES INC | ADD | 292,466 | 408,331 | +39.6% | $9.9M |
| Kestra Advisory Services, LLC | DOUBLED | 132,753 | 275,141 | +107.3% | $6.7M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
10 insiders, 18 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | McGee Richard K. | EVP, General Counsel & Sec. | GIFT | 120,000 | — | — |
| Aug 14, 2026 | SHACKOULS BOBBY S | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | RAYMOND JOHN T | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | McCarthy Kevin S | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | PETERSEN GARY R | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | Burk Victor | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | DeSanctis Ellen | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | Ziemba Lawrence Michael | Director | EXERCISE | 7,400 | — | — |
| Aug 14, 2026 | Pruner Alexandra | Director | EXERCISE | 7,400 | — | — |
| Aug 13, 2026 | TAYLOR CINDY B | Director | AWARD | 7,700 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for PAGP.
Shares short
18,191,722
Settlement Sep 15, 2026
Change vs prior
+4.1%
Semi-monthly cycle
Days to cover
9.8
At avg daily volume
Of shares outstanding
≈9.2%
Estimate — not % of float
All PAGP filing & press-release reports (12)
- 8-K reportSep 14, 2026
- 8-K reportAug 7, 2026
- 8-K reportJun 17, 2026
- 8-K reportJun 5, 2026
- 3 reportMay 20, 2026
- DEFA14A reportMay 13, 2026
- 8-K reportMay 13, 2026
- 8-K reportMay 12, 2026
- 8-K reportMay 8, 2026
- DEFA14A reportApr 10, 2026
- EFFECT reportApr 7, 2026
- S-3ASR, S-3 reportMar 30, 2026