Korea Investment CORP Makes New $35.82 Million Investment in Targa Resources, Inc. $TRGP

Korea Investment CORP acquired a new position in Targa Resources, Inc. (NYSE:TRGPFree Report) during the second quarter, according to its most recent 13F filing with the SEC. The firm acquired 133,597 shares of the pipeline company’s stock, valued at approximately $35,823,000.

Several other hedge funds and other institutional investors have also modified their holdings of TRGP. Norges Bank purchased a new stake in shares of Targa Resources during the 4th quarter worth about $735,758,000. Goldman Sachs Group Inc. raised its holdings in Targa Resources by 48.5% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,290,099 shares of the pipeline company’s stock valued at $607,023,000 after buying an additional 1,075,246 shares during the period. Kayne Anderson Capital Advisors LP purchased a new position in Targa Resources in the second quarter valued at approximately $260,337,000. Ontario Teachers Pension Plan Board purchased a new position in Targa Resources in the second quarter valued at approximately $220,135,000. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. acquired a new position in Targa Resources during the third quarter valued at approximately $121,426,000. 92.13% of the stock is owned by institutional investors and hedge funds.

Targa Resources Stock Down 0.7%

NYSE TRGP opened at $300.01 on Friday. The company has a quick ratio of 0.68, a current ratio of 0.77 and a debt-to-equity ratio of 5.01. Targa Resources, Inc. has a fifty-two week low of $144.14 and a fifty-two week high of $307.94. The business has a 50 day moving average price of $271.98 and a two-hundred day moving average price of $254.10. The stock has a market cap of $64.33 billion, a PE ratio of 28.68, a P/E/G ratio of 1.44 and a beta of 0.72.

Targa Resources (NYSE:TRGPGet Free Report) last posted its quarterly earnings data on Thursday, August 6th. The pipeline company reported $3.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.83 by $0.71. Targa Resources had a net margin of 13.55% and a return on equity of 69.26%. The company had revenue of $4.44 billion for the quarter, compared to analyst estimates of $4.90 billion. As a group, sell-side analysts predict that Targa Resources, Inc. will post 11.13 EPS for the current fiscal year.

Targa Resources Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Friday, August 14th. Investors of record on Friday, July 31st were issued a dividend of $1.25 per share. This represents a $5.00 dividend on an annualized basis and a yield of 1.7%. The ex-dividend date of this dividend was Friday, July 31st. Targa Resources’s dividend payout ratio (DPR) is presently 47.80%.

Analyst Ratings Changes

Several equities research analysts have issued reports on TRGP shares. JPMorgan Chase & Co. boosted their price objective on shares of Targa Resources from $291.00 to $315.00 and gave the stock an “overweight” rating in a research note on Thursday, July 9th. Raymond James Financial set a $335.00 target price on shares of Targa Resources in a report on Friday, August 7th. Erste Group Bank assumed coverage on shares of Targa Resources in a report on Thursday, June 25th. They set a “buy” rating on the stock. Morgan Stanley upped their price target on shares of Targa Resources from $333.00 to $343.00 and gave the stock an “overweight” rating in a research report on Tuesday. Finally, US Capital Advisors downgraded Targa Resources from a “strong-buy” rating to a “moderate buy” rating in a report on Friday, May 29th. One investment analyst has rated the stock with a Strong Buy rating, seventeen have given a Buy rating and one has given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Buy” and a consensus price target of $297.18.

Check Out Our Latest Report on Targa Resources

Key Targa Resources News

Here are the key news stories impacting Targa Resources this week:

  • Positive Sentiment: Long-term ExxonMobil contracts strengthen growth visibility. Targa secured 20-year, fee-based agreements with ExxonMobil covering the Permian Delaware and Midland basins. The arrangements support new processing and takeaway infrastructure through 2046, potentially improving cash-flow visibility and extending Targa’s Permian growth runway. Targa Resources Secures 20-Year Deal With ExxonMobil
  • Positive Sentiment: Jefferies initiated or reiterated a Buy rating. The endorsement provides additional analyst support for TRGP’s long-term growth and infrastructure outlook. Targa Resources Gets a Buy from Jefferies
  • Neutral Sentiment: Higher capital spending raises execution risk. The ExxonMobil-related infrastructure buildout could create meaningful future growth, but increased 2026 spending may pressure near-term free cash flow and heighten construction and execution demands. How Targa’s ExxonMobil Deal Could Extend Its Permian Growth Runway
  • Negative Sentiment: US Capital Advisors reduced multiple EPS forecasts. The firm cut estimates for late 2026, all quarters of 2027, FY2027 EPS from $11.75 to $11.05, and FY2028 EPS from $13.42 to $12.73. Although it maintained a “Moderate Buy” rating, the revisions suggest expectations for slower earnings growth.
  • Negative Sentiment: Premium valuation may limit upside. TRGP is trading close to its 52-week high following an approximately 85% rally, while heavy spending and potentially moderating marketing gains have raised questions about whether the current valuation fully reflects future growth. Targa Resources’ Stock Near 52-Week High

Targa Resources Company Profile

(Free Report)

Targa Resources Corporation (NYSE: TRGP) is a U.S.-focused midstream energy company that provides gathering, processing, transportation, storage and marketing services for natural gas, natural gas liquids (NGLs), and condensate. Its operations span the midstream value chain, including gas gathering systems that collect production from wells, processing plants that separate and recover NGLs and other hydrocarbons, fractionation and purification facilities that prepare NGLs for market, and pipeline and terminal assets that move and store products for producers, refiners and other customers.

The company operates a network of pipelines, processing plants, fractionators and storage facilities that serve producers and consumers across major U.S.

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Institutional Ownership by Quarter for Targa Resources (NYSE:TRGP)

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