With core inflation rising to 2.6% in September and the Federal Reserve signaling more rate hikes ahead, investors are turning to value stocks with strong earnings yields. Five stocks—Honda, Micron, Avnet, Delek US Holdings, and Plains GP—are highlighted as value picks with earnings yields above 10%, strong EPS growth projections, and upward earnings estimate revisions.

Plains Group (PAGP) is identified as a high-quality value stock with a Zacks Rank #1 (Strong Buy) rating and an 'A' grade for Value. Trading at a P/E ratio of 12.55 compared to its industry average of 18.49, the stock appears undervalued with a strong earnings outlook.

Zacks highlights three Rank #1 stocks with strong income potential: Plains Group Holdings (PAGP) with a 6.4% dividend yield and 148.3% earnings estimate increase; Millicom International Cellular (TIGO) with a 3.3% dividend yield and 35.4% earnings estimate increase; and Shell plc (SHEL) with a 3.2% dividend yield and 8.5% earnings estimate increase.

Zacks highlights five stocks with attractive EV-to-EBITDA valuations as bargain opportunities. The article explains why EV-to-EBITDA is a more comprehensive valuation metric than P/E ratio, particularly for leveraged companies and loss-making firms. The five selected stocks show strong earnings growth expectations for 2026 with recent upward estimate revisions.

The article explains how the EV-to-EBITDA valuation metric provides a more comprehensive view of stock valuation compared to traditional P/E ratios by accounting for debt and EBITDA. Five stocks screened using strict criteria including low EV-to-EBITDA ratios, strong growth prospects, and positive Zacks Ranks are highlighted as potential bargain investments.

Plains All American Pipeline (PAA) and Plains GP Holdings (PAGP) announced they intend to close their Canadian NGL business divestiture to Keyera Corp in May 2026, despite a filing from the Canadian Competition Bureau challenging the transaction. The sale will transform Plains into a pure-play crude oil midstream company with integrated assets spanning from Canada to the U.S. Gulf Coast.

Plains All American Pipeline (PAA) and Plains GP Holdings (PAGP) announced their first quarter 2026 quarterly cash distributions. PAA Common Units will distribute $0.4175 per unit (unchanged from February), while PAGP Class A Shares will distribute the same amount. PAA Series A Preferred Units will distribute $0.61524 per unit. The companies also announced they will release Q1 2026 earnings on May 8, 2026, followed by a conference call. A pending NGL assets sale may result in PAGP reporting positive earnings and profits for 2026, potentially making distributions taxable as dividends.

Plains All American Pipeline (PAA) and Plains GP Holdings (PAGP) announced increased quarterly cash distributions for Q4 2025, with PAA Common Units and PAGP Class A Shares rising by $0.0375 per unit (10% annualized increase). The companies will release Q4 2025 earnings on February 6, 2026, followed by a conference call. PAGP expects positive current earnings and profits for Tax Year 2026 due to a pending NGL assets sale, which will make part of distributions taxable as dividends.

Plains All American Pipeline (PAA) and Plains GP Holdings (PAGP) announced increased quarterly cash distributions for Q4 2025, with PAA Common Units and PAGP Class A Shares each rising $0.0375 per unit (10% annualized increase). The companies will release Q4 2025 earnings on February 6, 2026, followed by a conference call. PAGP expects positive current earnings and profits for Tax Year 2026 due to a pending NGL assets sale, which will make part of Class A Share distributions taxable as dividends.

Plains All American Pipeline and Plains GP Holdings announced their quarterly cash distributions for Q3 2025, maintaining consistent distribution rates and scheduling their earnings release for November 5, 2025.

Plains GP reported Q2 2025 financial results with revenue declining 16.6% year-over-year, driven by lower commodity prices and challenging NGL market conditions. The company is focusing on strategic asset sales and maintaining capital discipline.

Plains All American Pipeline has made its 2024 Schedule K-3 tax document available online for unitholders, with specific guidance for those requiring detailed tax information.