Plains GP Holdings GAAP EPS of $0.05 misses by $0.22, revenue of $10.64B misses by $2.11B
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Aug 08 2025
0mins
Source: SeekingAlpha
Earnings Report: Plains GP Holdings reported a Q2 GAAP EPS of $0.05, missing expectations by $0.22, with revenue of $10.64 billion, down 16.6% year-over-year and also missing estimates by $2.11 billion.
Market Insights: The press release suggests that despite the disappointing earnings, there are opinions recommending Plains GP Holdings as a more attractive investment compared to Kinder Morgan, highlighting its yield potential following recent sell-offs.
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Analyst Views on PAGP
Wall Street analysts forecast PAGP stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for PAGP is 20.42 USD with a low forecast of 16.50 USD and a high forecast of 23.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
2 Buy
3 Hold
1 Sell
Hold
Current: 20.860
Low
16.50
Averages
20.42
High
23.00
Current: 20.860
Low
16.50
Averages
20.42
High
23.00
About PAGP
Plains GP Holdings, L.P. through Plains All American Pipeline, L.P. (PAA), owns and operates midstream energy infrastructure and provides logistics services for crude oil and natural gas liquids (NGL). The Company operates through two segments: Crude Oil and NGL. The Crude Oil segment operations generally consist of gathering and transporting crude oil using pipelines (including gathering systems), trucks, and at times on barges or railcars, in addition to providing terminalling, storage and other related services utilizing its integrated assets across the United States and Canada. The NGL segment operations involve natural gas processing and NGL fractionation, storage, transportation and terminalling. The NGL segment is engaged in providing gathering, fractionation, storage, and/or terminalling services to third-party customers, extracting NGL mix from the gas stream processed at its Empress straddle plant facility as well as acquiring NGL mix.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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Plains All American Announces 10% Increase in Q4 2025 Cash Distributions
- Cash Distribution Increase: Plains All American Pipeline announced a Q4 2025 cash distribution of $0.4175 per common unit, annualizing to $1.67, reflecting a $0.0375 increase from November 2025, or a 10% annualized growth, which is likely to boost investor confidence and attract more capital inflows.
- Preferred Unit Distribution: PAA's Series A preferred units will receive a cash distribution of $0.61524 per unit, annualizing to $2.46, demonstrating the company's ongoing commitment to maintaining stable cash flows, which is crucial for its market position in the energy infrastructure sector.
- Tax Implications Expected: Due to the pending sale of NGL assets, PAGP anticipates that part of its 2026 cash distribution will be taxable as dividends, which may influence investors' tax planning and encourage more cautious future investment decisions.
- Earnings Release Schedule: PAA and PAGP will release their Q4 2025 earnings before market open on February 6, 2026, followed by a conference call, which is expected to attract significant attention from analysts and investors, thereby enhancing the company's transparency and market trust.
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