Marathon Petroleum Corporation

Marathon Petroleum Corporation

MPCยทNYSE

$267.21

+1.6%
EnergyOil & Gas Refining & Marketing

Marathon Petroleum Corporation, together with its subsidiaries, operates as an integrated downstream energy company primarily in the United States. It operates in two segments, Refining & Marketing, and Midstream. The Refining & Marketing segment refines crude oil and other feedstocks at its refineries in the Gulf Coast, Mid-Continent, and West Coast regions of the United States; and purchases refined products and ethanol for resale. Its refined products include transportation fuels, such as reformulated gasolines and blend-grade gasolines; heavy fuel oil; and asphalt. This segment also manufactures aromatics, propane, propylene, and sulfur. It sells refined products to wholesale marketing customers in the United States and internationally, buyers on the spot market, and independent entrepreneurs who operate primarily Marathon branded outlets, as well as through long-term fuel supply contracts to direct dealer locations primarily under the ARCO brand. The Midstream segment transports, stores, distributes, and markets crude oil and refined products through refining logistics assets, pipelines, terminals, towboats, and barges; gathers, processes, and transports natural gas; and gathers, transports, fractionates, stores, and markets natural gas liquids. As of December 31, 2021, the company operated 7,159 brand jobber outlets in 37 states, the District of Columbia, and Mexico through independent entrepreneurs. Marathon Petroleum Corporation was founded in 1887 and is headquartered in Findlay, Ohio.

At a Glance

Live Snapshot
Market Cap$78.01B
EPS13.2700
P/E Ratio12.26
Earnings Date08/04/2026
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Marathon Petroleum Corporation Street Expectations Map

MPC ยท NYSE

Wall Street analysts project that MPC stock may decline over the coming 12 months. The consensus 1-year price target stands at 239.50, with estimates ranging from a low of 174.00 to a high of 285.00.

Lowest Target
174.00
-34.88%
Consensus Target
239.50
-10.37%
Highest Target
285.00
6.66%

The consensus 1-year price target stands at 239.50, with estimates ranging from a low of 174.00 to a high of 285.00.

Analyst Consensus Analysis

Upside Potential

-10.4%

Downside risk. Current price above analyst targets indicates potential overvaluation. Exercise caution and review catalysts.

Analyst Agreement

46.3% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Risk-Reward Profile

0.19x

Unfavorable risk-reward. Downside risk exceeds upside potential. Consider defensive positioning or alternative opportunities.

Analyst Conviction

Low

Bearish or uncertain outlook. Limited upside or poor consensus suggests challenges ahead or fundamental concerns.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Marathon Petroleum Corporation Forward Estimates of Revenue

MPC ยท NYSE
Latest Revenue
132.70B
FY 2025
Avg Estimate
133.64B
FY 2026
Estimate Range
92.27B - 173.38B
Analyst Spread

Forward Growth Analysis

Projected Growth+0.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread61%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Marathon Petroleum Corporation Forward Estimates of Net Income

MPC ยท NYSE
Latest Net Income
4.05B
FY 2025
Avg Estimate
4.36B
FY 2026
Estimate Range
3.92B - 6.24B
Analyst Spread

Forward Growth Analysis

Projected Growth+7.8%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread53%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Marathon Petroleum Corporation Forward Estimates of EPS

MPC ยท NYSE
Latest EPS
13.27
FY 2025
Avg Estimate
$14.23
FY 2026
Estimate Range
$11.49 - $18.30
Analyst Spread

Forward Growth Analysis

Projected Growth+7.2%

Moderate growth expected, typical for mature businesses with stable market positions.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread48%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomesโ€”suggests elevated risk and potential volatility.

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Marathon Petroleum Corporation Forward Estimates of EBIT

MPC ยท NYSE
Latest EBIT
8.43B
FY 2025
Avg Estimate
3.62B
FY 2026
Estimate Range
2.50B - 4.69B
Analyst Spread

Forward Growth Analysis

Projected Growth-57.1%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread61%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Marathon Petroleum Corporation Forward Estimates of EBITDA

MPC ยท NYSE
Latest EBITDA
11.68B
FY 2025
Avg Estimate
7.38B
FY 2026
Estimate Range
5.10B - 9.57B
Analyst Spread

Forward Growth Analysis

Projected Growth-36.8%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread61%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Marathon Petroleum Corporation Forward Estimates of SG&A Expense

MPC ยท NYSE
Latest SG&A Expense
3.35B
FY 2025
Avg Estimate
3.19B
FY 2026
Estimate Range
2.20B - 4.14B
Analyst Spread

Forward Growth Analysis

Projected Growth-4.8%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage8 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread61%

Wide estimate range reveals significant forecast uncertainty and potential volatility.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Declining estimates with wide disagreement: Analysts projecting contraction without consensus signals significant business uncertaintyโ€”exercise caution.

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Marathon Petroleum Corporation Insider Positioning

MPC ยท NYSE

During the last 12 months, insiders have sold $5.09M worth of MPC shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

4.1K

954.42K

Net Activity

-954K

-$954K

3-6 Months

Bought

0

0.00

Sold

5.3K

1.07M

Net Activity

-1.1M

-$1.07M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

18.3K

3.07M

Net Activity

-3.1M

-$3.07M

Top Buyers

No buying activity

Top Sellers

1
BMR

Benson Molly R

Officer: Chief Legal Ofc & Corp Sec

10.9K sharesโ€ข1 transactions

$1.77M

2
RKK

Rucker Kim K.W.

Director

7.4K sharesโ€ข1 transactions

$1.29M

3
HMAI

Henschen Michael A Ii

Officer: Ex Vp, Refining

5.3K sharesโ€ข1 transactions

$1.07M

4
HRD

Hessling Ricky D.

Officer: Chief Commercial Officer

4.1K sharesโ€ข3 transactions

$954K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $5.09M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$954K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.