PAA
PLAINS ALL AMERICAN PIPELINE LP
$22.44
-0.18%
$15.8B
No data for this timeframe.
Vol
Market Cap$15.8B
Cap SizeLarge Cap
Analyst ConsensusBuy (50%)
Inst. Holders50 funds
Inst. Value$4.8B
Inst. Activity10 buys / 4 sells
SEC Reports1
Press Releases1
Recent Activity
May 8, 2026
SEC
PAA reported Q1 2026 adjusted net income per common unit of $0.39, in line with the year-ago period but below the consen
PRESS-RELEASE — Impact 6/10
Inst.
Blackstone Inc. — ADD
18,740,802 shares ($418.5M)
Inst.
BROOKFIELD Corp /ON/ — DOUBLED
3,691,435 shares ($82.4M)
Jun 12, 2026
short_volume
Short Volume: PAA — 68.6% short (0.4M / 0.6M)
Short: 435,292 | Exempt: 67 | TRF Vol: 634,776 | Short Ratio: 68.6% | Off-exchange volume (dark pool
May 5, 2026
Press
Plains All American Pipeline announced that the Canadian Competition Bureau has filed a challenge to its NGL business di
Impact 5/10
Price Targets
$23.61
+5.2% upside
Buy
Current $22.44
Low $20.00
Median $24.00
High $27.00
18 analysts
$20.00
$27.00
Analyst Ratings
5Strong Buy
7Buy
9Hold
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 | Scotiabank | MAINTAIN | Sector Outperform → Sector Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.42 ▲ +1.6% | $0.25 — $0.50 | 18% YoY | 7 |
| Next Q | $0.48 ▲ +8.2% | $0.35 — $0.56 | 22% YoY | 7 |
| Current FY | $1.79 ▲ +3.0% | $1.45 — $2.07 | 16% YoY | 8 |
| Next FY | $1.98 ▲ +10.4% | $1.43 — $2.46 | 11% YoY | 8 |
Latest Reports
MIXED
PRESS-RELEASE
6/10
PAA reported Q1 2026 adjusted net income per common unit of $0.39, in line with the year-ago period but below the consen
May 8, 2026
MIXED
Press
5/10
Plains All American Pipeline announced that the Canadian Competition Bureau has filed a challenge to its NGL business di
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| ALPS ADVISORS INC | $1.6B | — |
| Invesco Ltd. | $745.5M | — |
| Blackstone Inc. | $418.5M | ADD |
| MIRAE ASSET GLOBAL ETFS | $380.8M | — |
| GOLDMAN SACHS GROUP INC | $369.4M | — |
50 institutional holders with $4.8B total value (212,775,893 shares) as of 2026-Q1. Top holders: ALPS, Invesco, Blackstone. Net buying activity: 10 institutions added/increased vs 4 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | 73,107,070 | $1.6B | 34.4% | — |
| 2 | Invesco Ltd. | 33,385,562 | $745.5M | 15.7% | — |
| 3 | Blackstone Inc. | 18,740,802 | $418.5M | 8.8% | ADD +41.0% |
| 4 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 17,051,582 | $380.8M | 8.0% | — |
| 5 | GOLDMAN SACHS GROUP INC | 16,540,807 | $369.4M | 7.8% | — |
| 6 | MORGAN STANLEY | 11,401,038 | $254.6M | 5.4% | ADD +40.2% |
| 7 | BANK OF AMERICA CORP /DE/ | 4,902,155 | $109.5M | 2.3% | — |
| 8 | CIBC Bancorp USA Inc. | 3,761,989 | $84.0M | 1.8% | — |
| 9 | BROOKFIELD Corp /ON/ | 3,691,435 | $82.4M | 1.7% | DOUBLED +428.2% |
| 10 | PEAK6 LLC | 3,371,700 | $75.3M | 1.6% | — |
| 11 | Clearbridge Investments, LLC | 2,670,671 | $59.6M | 1.3% | — |
| 12 | BARCLAYS PLC | 2,332,960 | $52.1M | 1.1% | — |
| 13 | CITADEL ADVISORS LLC | 2,216,700 | $49.5M | 1.0% | — |
| 14 | DEUTSCHE BANK AG\ | 1,883,597 | $42.1M | 0.9% | NEW |
| 15 | DUFF & PHELPS INVESTMENT MANAGEMENT CO | 1,776,900 | $39.7M | 0.8% | — |
| 16 | FAYEZ SAROFIM & CO | 1,657,477 | $37.0M | 0.8% | — |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1,604,400 | $35.8M | 0.8% | — |
| 18 | WELLS FARGO & COMPANY/MN | 1,565,609 | $35.0M | 0.7% | — |
| 19 | Mariner, LLC | 1,016,435 | $22.7M | 0.5% | — |
| 20 | RAYMOND JAMES FINANCIAL INC | 839,797 | $18.8M | 0.4% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| Blackstone Inc. | ADD | 13,292,576 | 18,740,802 | +41.0% | $418.5M | 2026-Q1 |
| BROOKFIELD Corp /ON/ | DOUBLED | 698,886 | 3,691,435 | +428.2% | $82.4M | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 352,369 | 785,079 | +122.8% | $17.5M | 2026-Q1 |
| NEOS Investment Management LLC | DOUBLED | 47,125 | 575,617 | +1121.5% | $12.9M | 2026-Q1 |
| Nuveen, LLC | TRIM | 338,798 | 198,059 | -41.5% | $4.4M | 2026-Q1 |
| Cresset Asset Management, LLC | ADD | 126,681 | 175,819 | +38.8% | $3.9M | 2026-Q1 |
| Cerity Partners LLC | TRIM | 239,860 | 119,487 | -50.2% | $2.7M | 2026-Q1 |
| Beacon Pointe Advisors, LLC | ADD | 60,681 | 96,375 | +58.8% | $2.2M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 97,289 | 66,772 | -31.4% | $1.5M | 2026-Q1 |
| Lido Advisors, LLC | ADD | 16,222 | 30,026 | +85.1% | $670.5K | 2026-Q1 |
| COMMERCE BANK | ADD | 14,790 | 18,626 | +25.9% | $415.9K | 2026-Q1 |
| TD Waterhouse Canada Inc. | DOUBLED | 300 | 6,122 | +1940.7% | $133.3K | 2026-Q1 |
| HRT FINANCIAL LP | ADD | 1,416,735 | 2,251,634 | +58.9% | $50.3K | 2026-Q1 |
| FIFTH THIRD BANCORP | TRIM | 2,221 | 1,221 | -45.0% | $27.3K | 2026-Q1 |
| MORGAN STANLEY | ADD | 7,048,087 | 9,881,248 | +40.2% | $177.5M | 2025-Q4 |
| DEUTSCHE BANK AG\ | NEW | — | 1,883,597 | — | $33.8M | 2025-Q4 |
| STATE OF WISCONSIN INVESTMENT BOARD | ADD | 177,376 | 352,369 | +98.7% | $6.3M | 2025-Q4 |
| Cerity Partners LLC | DOUBLED | 113,964 | 239,860 | +110.5% | $4.3M | 2025-Q4 |
| BlackRock, Inc. | TRIM | 397,018 | 220,022 | -44.6% | $4.0M | 2025-Q4 |
| FIRST TRUST ADVISORS LP | TRIM | 345,932 | 204,203 | -41.0% | $3.7M | 2025-Q4 |
| Cresset Asset Management, LLC | ADD | 73,377 | 126,681 | +72.6% | $2.3M | 2025-Q4 |
| AMERIPRISE FINANCIAL INC | DOUBLED | 37,648 | 97,289 | +158.4% | $1.7M | 2025-Q4 |
| &PARTNERS | DOUBLED | 25,956 | 73,910 | +184.8% | $1.3M | 2025-Q4 |
| COMMERCE BANK | ADD | 10,465 | 14,790 | +41.3% | $265.6K | 2025-Q4 |
| FIFTH THIRD BANCORP | TRIM | 4,256 | 2,221 | -47.8% | $39.9K | 2025-Q4 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
1 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 0 neutral. Avg impact: 6.0/10.
Current analyst consensus: Hold (50% buy). Based on 24 analysts: 5 strong buy, 7 buy, 9 hold, 3 sell, 0 strong sell.
Analyst Price Targets
$23.61 mean target
+5.2% upside
Buy (2.33)
$20.00 Low
$27.00 High
| Metric | Value |
|---|---|
| Current Price | $22.44 |
| Target Low | $20.00 |
| Target Mean | $23.61 |
| Target Median | $24.00 |
| Target High | $27.00 |
| # Analysts | 18 |
| Recommendation | Buy (2.33) |
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 |
$0.42 | $0.25 | $0.50 | 18.0% | +1.6% | 2↑ 2↓ | $12.3B | 16.0% | 7 |
| Next Q 2026-09-30 |
$0.48 | $0.35 | $0.56 | 21.8% | +8.2% | 4↑ 1↓ | $12.9B | 11.1% | 7 |
| Current FY 2026-12-31 |
$1.79 | $1.45 | $2.07 | 16.4% | +3.0% | 4↑ 2↓ | $51.8B | 17.1% | 8 |
| Next FY 2027-12-31 |
$1.98 | $1.43 | $2.46 | 10.7% | +10.4% | 5↑ 1↓ | $52.0B | 0.4% | 8 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.425 | |
| 7d ago | $0.463 | -0.038 |
| 30d ago | $0.418 | +0.007 |
| 60d ago | $0.363 | +0.062 |
| 90d ago | $0.350 | +0.075 |
10 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 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| 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 17, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 10, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| 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 | 7 | 9 | 3 | 0 | 50% | |
| May 1, 2026 | 4 | 7 | 10 | 3 | 0 | 46% | |
| Apr 1, 2026 | 4 | 7 | 10 | 3 | 0 | 46% | |
| Mar 1, 2026 | 4 | 6 | 10 | 3 | 0 | 43% | |
| Feb 1, 2026 | 4 | 6 | 10 | 3 | 0 | 43% | |
| Jan 1, 2026 | 4 | 6 | 11 | 2 | 0 | 43% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 12, 2026
short_volume
Short Volume: PAA — 68.6% short (0.4M / 0.6M)
Short: 435,292 | Exempt: 67 | TRF Vol: 634,776 | Short Ratio: 68.6% | Off-exchange volume (dark pool + OTC)
Jun 8, 2026
short_volume
Short Volume: PAA — 58.9% short (0.8M / 1.3M)
Short: 774,198 | Exempt: 1,000 | TRF Vol: 1,314,372 | Short Ratio: 58.9% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: PAA — 62.4% short (0.5M / 0.8M)
Short: 468,614 | Exempt: 0 | TRF Vol: 750,880 | Short Ratio: 62.4% | Off-exchange volume (dark pool + OTC)
May 12, 2026
other
Plains All American Pipeline and Plains GP Holdings Announce Completion of Canadian NGL Divestiture
<p align="justify">HOUSTON, May 12, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: <a href="https://www.globenewswire.com/Trac
May 12, 2026
short_volume
Short Volume: PAA — 65.6% short (0.4M / 0.6M)
Short: 426,053 | Exempt: 750 | TRF Vol: 649,641 | Short Ratio: 65.6% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_interest
FTD: PAA — 280,048 shares ($6.2M) failed to deliver
Settlement: 20260512, Price: $21.99, FTD Value: $6,158,255.52, PLAINS ALLAMERICAN PIPELINE
May 11, 2026
other
Plains All American Pipeline, L.P. and Plains GP Holdings Announce Appointment of New Board Member
<p align="left">HOUSTON, May 11, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: <a href="https://www.globenewswire.com/Tracker
May 11, 2026
short_volume
Short Volume: PAA — 67.0% short (0.7M / 1.0M)
Short: 692,376 | Exempt: 2,601 | TRF Vol: 1,033,231 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
earnings
Plains All American Reports First-Quarter 2026 Results & Raises 2026 Guidance
<p align="start">HOUSTON, May 08, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: PAA) and Plains GP Holdings (Nasdaq: PAGP) to
May 8, 2026
short_volume
Short Volume: PAA — 75.0% short (1.3M / 1.8M)
Short: 1,315,014 | Exempt: 4,271 | TRF Vol: 1,752,692 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
May 8, 2026
short_interest
FTD: PAA — 84,111 shares ($1.9M) failed to deliver
Settlement: 20260508, Price: $22.09, FTD Value: $1,858,011.99, PLAINS ALLAMERICAN PIPELINE
May 7, 2026
earnings_calendar
PAA Q1 2026 Earnings Scheduled — 2026-05-07
May 5, 2026
m_and_a
Plains All American Pipeline and Plains GP Holdings Provide Update on the NGL Sale Process
<p align="justify">HOUSTON, May 05, 2026 (GLOBE NEWSWIRE) -- Plains All American Pipeline, L.P. (Nasdaq: <a href="https://www.globenewswire.com/Trac
May 1, 2026
short_interest
FTD: PAA — 27,990 shares ($0.6M) failed to deliver
Settlement: 20260501, Price: $23.02, FTD Value: $644,329.8, PLAINS ALLAMERICAN PIPELINE
Apr 30, 2026
short_volume
Short Volume: PAA — 78.7% short (0.9M / 1.2M)
Short: 944,585 | Exempt: 17,436 | TRF Vol: 1,199,936 | Short Ratio: 78.7% | Off-exchange volume (dark pool + OTC)