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Last updated 1 minute ago

MPC·Marathon Petroleum Corporation

$.
+. (+.%)
After Hours
High
$253.74
Open
$249.89
Market Cap
72.34B
52W High
$264.14
Low
$248.50
P. Close
$247.10
P/E
15.62
52W Low
$155.93
Fwd P/E
21.88
Mean Target
$261.72
Technical Score (1D)
91
BUY
News Sentiment
84
BULLISH
Marathon Petroleum (MPC) has been added to the Zacks Rank #1 (Strong Buy) list, reflecting a strong positive analyst outlook. This upgrade is supported by a significant 72.9% increase in current year earnings estimates over the past 60 days, signaling robust forward-looking earnings potential for the integrated downstream energy company. Investors should watch for continued analyst upgrades and the company's ability to meet these elevated earnings expectations in the coming trading sessions.
Earnings Summary
Marathon Petroleum Corporation is a fully integrated downstream energy company operating primarily within the United States, focusing on refining crude oil into transportation fuels and other products, supported by its Midstream and Renewable Diesel segments. The company operates within the dynamic Oil & Gas Refining & Marketing industry, a sector influenced by global energy demand and commodity prices. In its most recent reported quarters, Marathon Petroleum demonstrated a mixed performance. For Q1 2026, the company reported an actual EPS of $1.65 against an estimate of $9.51, representing a significant miss, while revenue was $34.57 billion against an estimate of $40.05 billion. This follows Q4 2025, where actual EPS was $4.07, beating the estimate of $1.28, and revenue was $33.42 billion, exceeding the estimate of $29.24 billion. The preceding quarter, Q3 2025, saw actual EPS of $3.01 against an estimate of $3.16, a slight miss, with revenue at $35.85 billion. Q2 2025 reported actual EPS of $3.96, surpassing the estimate of $3.22, and revenue was $34.10 billion. Historically, Marathon Petroleum has shown a fluctuating year-over-year growth trajectory. The company has exhibited a pattern of beating EPS estimates in some quarters, such as Q4 2025 and Q2 2025, while missing in others, like Q1 2026 and Q3 2025. Notably, revenue figures have generally been strong, often exceeding estimates when provided, suggesting consistent operational throughput despite EPS variability. Recent news highlights positive analyst sentiment, with Jefferies reiterating a 'Buy' rating and raising its price target, and Zacks designating MPC as a '#1 (Strong Buy)'. These endorsements are supported by ongoing share buyback initiatives and the company's historical strategic growth, including the significant Andeavor acquisition which solidified its market position. Investors will be watching for continued operational execution in the upcoming quarters, particularly how the company navigates its earnings performance relative to analyst expectations, and the sustainability of its growth drivers amidst broader energy sector trends. Key will be the ability to consistently meet or exceed EPS estimates and maintain strong revenue generation.

EPS

EstBeatMiss
$-2.32$1.53$5.37$9.22$13.07Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$11.29 - -
Q1'26$9.51$1.65-82.6%
Q4'25$1.28$4.07+217.5%
Q3'25$3.16$3.01-4.9%
Q2'25$3.22$3.96+23.0%
Q1'25$-0.54$-0.24+55.8%

Revenue

EstBeatMiss
$27.2B$31.6B$36.0B$40.5B$44.9BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$42.8B - -
Q1'26$40.1B$34.6B-13.7%
Q4'25$29.2B$33.4B+14.3%
Q3'25 - $35.8B -
Q2'25 - $34.1B -
Q1'25 - $31.9B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

MPC Stock Snapshot

MPC is currently trading at $247.05, giving Marathon Petroleum Corporation a market cap of 72.34B and a P/E ratio of 15.6. Today's range spans $248.50–$253.74, with shares opening at $249.89 and moving down $0.05 (0.0%) from the prior close. DailyIQ's technical score sits at 91/100 (BUY) with a news sentiment reading of 84/100.

Over the past year MPC has traded between $155.93 and $264.14 - the current price is +58.4% off the 52-week low and -6.5% from the high. 26 analysts cover the stock with a Buy consensus and a mean 12-month target of $261.72 (range $186.00–$335.00), implying upside of +5.9%.

The BUY technical setup for MPC (91/100) is worth attention in the context of the broader Energy sector. At $247.05 (in the upper portion of its 52-week range), with 72.34B in capitalization and bullish sentiment at 84/100 The current P/E ratio stands at 15.6., this large-cap name sits at the intersection where momentum strategies and fundamental growth investors both find something to like. Annual range: $155.93–$264.14.

What makes MPC's BUY setup (91/100) particularly actionable at 72.34B in Energy capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $247.05 (in the upper portion of its 52-week range in $155.93–$264.14), with sentiment running bullish at 84/100, the setup rewards conviction-sized positioning more than it does speculative small bets.