Marathon Petroleum Corp (MPC)

Sep 26, 2026

This article compares the dividend safety of two pipeline giants, Energy Transfer (ET) and MPLX, both known for their high-yield dividends. While Energy Transfer has been on a dividend hot streak, MPLX is presented as the safer option due to its longer track record of dividend growth, lower debt, and financial flexibility. The author ultimately prefers MPLX for its dividend safety, despite both companies offering solid, dependable dividends and investing in expansion.

Sep 25, 2026

Mplx (NYSE:MPLX) experienced unusually high put option buying, with traders acquiring 3,141 put options, a 47% increase over the daily average, as its shares fell 1.9%. Despite this bearish options activity, analysts generally maintain a "Moderate Buy" rating with an average price target of $63.80. The company reported strong financial results, including a quarterly EPS of $1.06, revenue of $3.13 billion, and a 7.6% annualized dividend yield.

Sep 25, 2026

A claim circulated online suggesting that California Governor Gavin Newsom "forced" the closure of four refineries, leading to a spike in U.S. gas prices, is "Mostly False." While two California refineries did close, not four, and state regulations were cited as a partial reason for one closure, the primary drivers for increased nationwide gas prices in 2026 are identified as the Iran war and related shipping route disruptions. Oil companies themselves cited high costs and low earnings as reasons for their closure decisions, with no evidence indicating Newsom directly forced these shutdowns.

Sep 25, 2026

Suncor Energy Inc. (TSX:SU) is presented as an attractive long-term investment due to its integrated energy model, 2.47% dividend yield, and commitment to shareholder returns. The article highlights Suncor's diversified operations across oil sands production, refining, and fuel retailing, which help mitigate earnings volatility and support dividend sustainability. While acknowledging commodity price volatility and regulatory risks, the analysis suggests Suncor's financial strength and operational efficiency initiatives position it well for future growth and consistent income.

Sep 24, 2026

Marathon Petroleum (NYSE: MPC) has significantly outperformed the market over the last 15 years, achieving an average annual return of 25.14%. An initial investment of $100 in MPC 15 years ago would now be valued at $2,808.55, highlighting the substantial impact of compounded returns. The company currently holds a market capitalization of $114.04 billion.

Sep 24, 2026

Refinery closures on the West Coast, particularly in California, are impacting Nevada's fuel supply, as the state relies heavily on imports. In response, Sky Quarry Inc. has restarted Nevada's only crude oil refinery, the Eagle Springs Refinery, to boost local production. This move is supported by state initiatives to enhance fuel resiliency and potentially explore more oil resources within Nevada.

Sep 24, 2026

Engineers Gate Manager LP significantly reduced its stake in Marathon Petroleum (NYSE:MPC) by 94.6% in the second quarter. This move comes as institutional investors own 76.77% of MPC, while company insiders have also sold a substantial amount of shares. Despite these sales, Marathon Petroleum reported strong quarterly results, beating analyst expectations, and maintains a "Moderate Buy" consensus rating with an average price target of $360.

Sep 23, 2026

Investment manager Steve Weiss sold his entire position in Valero Energy (VLO) after a roughly 35% gain, citing long-term skepticism about energy stocks, despite Valero outperforming the S&P 500 significantly over the past decade. While Weiss's broader critique of the energy sector holds up based on ETF performance, Valero itself delivered an 877% return over 10 years, tripling the S&P 500's 256%. The article also highlights Valero's strong Q2 2026 results and the ongoing risk of a diesel export ban.

Sep 22, 2026

Marathon Petroleum (NYSE:MPC) stock is noteworthy as Monday trading begins, with attention on refining conditions and stabilizing crude supply routes. The broader market remains selective, emphasizing business quality and operating consistency for oil and gas stocks. Investors should focus on company-specific execution and future communications to gauge demand and operational stability within a nuanced market influenced by interest rates, energy prices, and global trade.

Sep 22, 2026

Morningstar has lowered its uncertainty rating for Diamondback Energy, Inc. (FANG), a crude oil and natural gas exploration and production firm focused on the US Permian Basin. The report, published on September 21, 2026, highlights the company's disciplined acquisition and operational strategy since going public in 2012, establishing it as a top-tier independent producer. The current stock price is $184.50.

Sep 22, 2026

Marathon Petroleum Corporation (NYSE:MPC) has received an average rating of "Moderate Buy" from analysts, with 12 buy ratings, one strong-buy, and three holds. The average 12-month price target is $360.00, which is below its current share price of $401.99. The company recently reported strong quarterly earnings, significantly beating revenue and EPS expectations.

Sep 21, 2026

Marathon Petroleum (NYSE:MPC) is gaining attention due to tightening fuel supplies, changes in West Coast refinery capacity, and varied valuation assessments. The company's integrated operations, including refining, marketing, midstream infrastructure, and renewable fuels, position it uniquely within the evolving U.S. energy sector. The debate over its valuation highlights the impact of assumptions about refining margins and operating conditions on financial models.

Sep 21, 2026

U.S. oil imports from Venezuela have surged to a nine-year high, with 782,000 barrels per day imported in the week ending September 11, marking a 237% increase over the past six months. Chevron is positioned to be a major beneficiary of this trend, planning to invest $7 billion over five years to more than double its Venezuelan production to 600,000 barrels per day at costs below $20 per barrel. The company also benefits from its sophisticated U.S. refineries, which are well-suited to process Venezuela's heavy crude, further solidifying its advantage in this reviving market.

Sep 21, 2026

Marathon Petroleum (NYSE:MPC) reached a new 52-week high following a significant price target increase from Goldman Sachs, which now stands at $472.00, up from $376.00, maintaining a buy rating. The stock traded near $430, while the consensus analyst rating remains a "Moderate Buy" with an average target of $355.12. The company reported strong quarterly EPS of $17.73, surpassing expectations, and a substantial 53.5% year-over-year revenue increase to $51.99 billion.

Sep 21, 2026

Phillips 66 has experienced a significant increase in profitability due to soaring diesel margins, with worldwide refining margins doubling to $24/bbl and diesel cracks running five times their normal range. This surge is attributed to supply shocks from Russian export collapses, reduced Persian Gulf shipments, and refinery closures. The central question for analysts and investors is whether these elevated margins represent a temporary "war premium" or a more permanent structural tightening in the refining market.

Sep 21, 2026

A contractor died at Marathon Petroleum's St. Paul Park refinery on Sunday after losing consciousness while working on a unit. The St. Paul Park Police Department and the Minnesota Occupational Safety and Health Administration are investigating the incident. Marathon Petroleum expressed sadness over the loss and stated its commitment to worker safety.

Sep 20, 2026

Morgan Stanley has raised its price target for Marathon Petroleum (MPC) to $453 from $265, reiterating an 'Overweight' rating, driven by an anticipated extended period of high global refining margins due to ongoing geopolitical tensions. Despite the stock's significant gains this year and potential risks associated with elevated Q2 profits and maximum refinery utilization, analysts believe the rally has further upside. The company's shareholder return strategy and stake in MPLX also contribute to the positive outlook, although market sentiment shows hedge fund interest with some caution about AI stock alternatives.

Sep 20, 2026

UBS has raised its price target for Marathon Petroleum (MPC) to $450, citing sustained refining margins, strong cash generation, and robust shareholder returns, suggesting a potential upside of over 14% from current levels. The company's stock has more than doubled since the beginning of 2026 due to tight global refining capacity and increased profits, though risks like potential margin normalization and operational strain are noted. Marathon Petroleum also demonstrates high shareholder returns, with significant repurchases expected through next year.

Sep 20, 2026

Morgan Stanley has raised its price target for Marathon Petroleum (MPC) to $453, reaffirming an 'Overweight' rating, indicating further upside despite the stock's significant rally this year. The increased target is driven by tight global refining capacity due to the Iran crisis and Marathon's strong operational leverage and shareholder return strategy. However, the article cautions that the stock's elevated valuation and the cyclical nature of refining could make it vulnerable to a pullback if refining margins decline.

Sep 20, 2026

Nykredit A/S has acquired a significant stake in Marathon Petroleum Corporation, purchasing 104,225 shares valued at approximately $26.65 million during the second quarter. This move comes as Marathon Petroleum reports strong financial results, with adjusted EPS beating consensus estimates and revenue surging. Despite analyst cautions against chasing the stock after a substantial rally, institutional ownership remains high, and analysts maintain a "Moderate Buy" rating for MPC.

Sep 17, 2026

Marathon Petroleum and Valero Energy have seen over 150% gains this year, leading investors to wonder if it's too late to buy. While valuations appear reasonable at first glance, analysts warn that the current 13-14x forward P/E ratios are based on peak-cycle earnings, making them a potential value trap. Both stocks are trading above analyst price targets, and the prevailing "Hold" rating suggests that new investors should exercise caution and wait for a better entry point.

Sep 17, 2026

Valero Energy Corporation (VLO) recently reached a 52-week high, driven by strong earnings surprises and positive analyst ratings. The company's stock has significantly outperformed the sector and industry year-to-date, with a Zacks Rank of #1 (Strong Buy) and favorable Style Scores for Value, Growth, and Momentum. Competitor Marathon Petroleum Corporation (MPC) also shows strong performance, indicating a positive outlook for the Oil and Gas - Refining and Marketing industry.

Sep 16, 2026

Bank of America Corp DE has acquired a new stake in Marathon Petroleum Corporation (NYSE:MPC) by purchasing over 2.4 million shares valued at approximately $621.8 million. This move is part of a broader trend of institutional investors increasing their holdings in MPC, with other major firms like BlackRock Inc. and Bank of New York Mellon Corp also establishing significant stakes. The article also details recent insider stock sales, analyst ratings, and the company's financial performance and dividend announcements.

Sep 15, 2026

Marathon Petroleum Corp. (MPC) saw its stock advance by 3.63% to $410.84 on Tuesday, outperforming the broader market which experienced a tough trading session. The S&P 500 Index fell 0.45% and the Dow Jones Industrial Average dropped 0.63%. This marks the third consecutive day of gains for Marathon Petroleum Corp. stock.

Sep 15, 2026

Valero Energy Corp. (NYSE: VLO) has seen its stock climb 140.6% year-to-date, putting it on track for its best year ever, surpassing 2005's record. This surge is largely attributed to a diesel squeeze, with the ultra-low-sulfur diesel crack spread near $106 a barrel due to disruptions, Russian export bans, and winter restocking. Valero and Marathon Petroleum Corp. (NYSE: MPC) have both doubled refining margins and are among the top-performing S&P 500 stocks.

Sep 15, 2026

CDW Corp (NASDAQ: CDW) granted 299 shares to Miralles Albert Joseph Jr, valued at $142.60 per share, on September 10, 2026. This transaction represents approximately 0.6% of Miralles' total holding of 47,644 shares in CDW Corp. The share award provides insight into an insider's stake relative to their overall ownership.

Sep 15, 2026

Marathon Petroleum (NYSE:MPC) recently hit a new 52-week high, trading as high as $409.50. The company has received multiple "buy" and "overweight" ratings from analysts, with a consensus price target of $349.12 and an average rating of "Moderate Buy." Recent insider selling and significant institutional investment activity have also been noted.

Sep 14, 2026

Par Pacific Holdings, Inc. (PARR) is positioned for growth due to its distillate-focused refining model, which capitalizes on favorable market fundamentals for distillates like jet fuel and diesel. The company's refining system boasts high distillate yields across its four U.S. locations, benefiting from tight global refined-product inventories and strong seasonal demand. Other refiners like Marathon Petroleum and Phillips 66 are also investing in increasing distillate production to enhance margins.

Sep 14, 2026

Corient Private Wealth LP significantly increased its stake in Marathon Petroleum Corporation (MPC) during the second quarter, now holding over 134,000 shares valued at $34.3 million. This move comes as Marathon Petroleum reported strong quarterly results, including earnings of $17.73 per share and a 53.5% revenue increase, leading to a "Moderate Buy" consensus rating from analysts. However, potential risks include the stock trading near its 52-week high and recent insider selling.