Marathon Petroleum
About: Marathon Petroleum is an independent refiner with 13 refineries in the midcontinent, West Coast, and Gulf Coast of the United States with total throughput capacity of 3.0 million barrels per day. Its Dickinson, North Dakota, facility produces 184 million gallons a year of renewable diesel. Its Martinez, California, facility has the ability to produce 730 million gallons a year of renewable diesel. The firm also owns and operates midstream assets primarily through its listed master limited partnership, MPLX.
Employees: 18,300
0
Funds holding %
of 7,433 funds
0
Analysts bullish %
of 9 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
88% more funds holding in top 10
Funds holding in top 10: 8 [Q1] → 15 (+7) [Q2]
56% more call options, than puts
Call options by funds: $519M | Put options by funds: $332M
28% more first-time investments, than exits
New positions opened: 146 | Existing positions closed: 114
16% more capital invested
Capital invested by funds: $33.2B [Q1] → $38.4B (+$5.16B) [Q2]
0.44% more ownership
Funds ownership: 74.72% [Q1] → 75.17% (+0.44%) [Q2]
0% less funds holding
Funds holding: 1,532 [Q1] → 1,529 (-3) [Q2]
9% less repeat investments, than reductions
Existing positions increased: 521 | Existing positions reduced: 571
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$170
2%
downside
Avg. target
$188
8%
upside
High target
$205
18%
upside
9 analyst ratings
6 positive
67%
3 neutral
33%
0 negative
0%
Piper Sandler Ryan Todd | 5%upside $182 | Neutral Maintained | 22 Jul 2025 |
Citigroup Vikram Bagri | 5%upside $182 | Neutral Maintained | 16 Jul 2025 |
Morgan Stanley Connor Lynagh | 5%upside $182 | Overweight Maintained | 16 Jul 2025 |
Raymond James Justin Jenkins | 15%upside $200 | Outperform Downgraded | 15 Jul 2025 |
Scotiabank Paul Cheng | 4%upside $180 | Sector Outperform Maintained | 11 Jul 2025 |
Financial journalist opinion
Based on 19 articles about MPC published over the past 30 days
Positive
Zacks Investment Research
5 days ago
Refining & Marketing Industry Outlook: 4 Stocks in Focus
Refiners like Marathon Petroleum, Phillips 66, Galp Energia and Par Pacific are balancing fossil fuel strength with low-carbon growth opportunities.
Positive
Zacks Investment Research
1 week ago
Investors Heavily Search Marathon Petroleum Corporation (MPC): Here is What You Need to Know
Marathon Petroleum (MPC) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Positive
Zacks Investment Research
2 weeks ago
Marathon Q2 Earnings & Revenues Beat Estimates, Expenses Down Y/Y
MPC expects a refining operating cost of $5.70 per barrel and a 92% utilization rate for its total throughput in the third quarter of 2025.
Positive
Seeking Alpha
2 weeks ago
Marathon Petroleum Q2 Review: Resilience Enables More Buybacks
Marathon Petroleum's sum-of-the-parts valuation is highly compelling, with its MPLX stake representing two-thirds of its value and supporting a secure dividend. Refining margins have rebounded from winter lows, but economic growth concerns and softer gasoline demand may pressure spreads near-term, though inventory levels remain supportive. Aggressive capital returns through buybacks and dividends provide a 13% capital return yield, making the stock extremely attractive at just 3.5x EV/EBITDA.
Positive
Zacks Investment Research
2 weeks ago
Compared to Estimates, Marathon Petroleum (MPC) Q2 Earnings: A Look at Key Metrics
The headline numbers for Marathon Petroleum (MPC) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Neutral
Seeking Alpha
2 weeks ago
Marathon Petroleum Corporation (MPC) Q2 2025 Earnings Call Transcript
Marathon Petroleum Corporation (NYSE:MPC ) Q2 2025 Earnings Conference Call August 5, 2025 11:00 AM ET Company Participants James R. Wilkins - Senior Vice President of Health, Environment, Safety & Security John J.
Neutral
Benzinga
3 weeks ago
Marathon Petroleum's Q2 Revenue, Earnings Slip Year-Over-Year, But Beat Analyst Expectations
Marathon Petroleum Corp. MPC on Tuesday reported its second-quarter 2025 revenue of $34.101 billion, down from $38.4 billion in the prior-year period. Sales exceeded the analyst estimate of $30.963 billion.
Neutral
Zacks Investment Research
3 weeks ago
Trade Deficit Narrowed More Than Expected
Pre-market futures are in the green across major indexes this morning, but experiencing a bit of choppiness. The Dow and S&P 500 are both up mere single-digits at this hour, off the early-morning highs, while the tech-heavy Nasdaq stays up +70 points presently.
Positive
Zacks Investment Research
3 weeks ago
Marathon Petroleum (MPC) Q2 Earnings and Revenues Beat Estimates
Marathon Petroleum (MPC) came out with quarterly earnings of $3.96 per share, beating the Zacks Consensus Estimate of $3.22 per share. This compares to earnings of $4.12 per share a year ago.
Neutral
PRNewsWire
3 weeks ago
MPLX LP Reports Second-Quarter 2025 Financial Results
FINDLAY, Ohio , Aug. 5, 2025 /PRNewswire/ -- Announced Northwind Midstream acquisition for $2.375 billion enhances Permian Natural Gas and NGL value chain and accelerates future growth opportunities Second-quarte r net income attributable to MPLX of $1.0 billion and net cash provided by operating activities of $1.7 billion Adjusted EBITDA attributable to MPLX of $1.7 billion, reflecting execution of value chain growth strategy Distributable cash flow of $1.4 billion, enabling the return of $1.1 billion of capital MPLX LP (NYSE: MPLX) today reported second-quarter 2025 net income attributable to MPLX of $1,048 million, compared with $1,176 million for the second quarter of 2024. For the first half of the year, net income attributable to MPLX was $2,174 million, compared with $2,181 million in the first half of 2024.
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