MPC
Marathon Petroleum Corp
$266.17
+1.59%
$77.7B
No data for this timeframe.
Vol
Market Cap$77.7B
Cap SizeLarge Cap
Analyst ConsensusBuy (60%)
Inst. Holders9 funds
Inst. Value$9.4B
Inst. Activity2 buys / 0 sells
Insider Activity0B / 6S
Insider Net $-$2.5M
Reddit Sentiment50° Neutral
SEC Reports4
Congressional3 trades
Recent Activity
Jun 9, 2026
short_volume
Short Volume: MPC — 61.1% short (0.6M / 1.0M)
Short: 631,187 | Exempt: 2,409 | TRF Vol: 1,033,158 | Short Ratio: 61.1% | Off-exchange volume (dark
Jun 4, 2026
Insider
Henschen Michael A II sold 4,964 shares
Ex VP, Refining @ $49.94 ($247.9K)
Jun 4, 2026
Insider
Henschen Michael A II sold 1,372 shares
Ex VP, Refining @ $268.75 ($368.7K)
Jun 4, 2026
Insider
Henschen Michael A II sold 4,964 shares
Ex VP, Refining @ $0.00 ($0.00)
May 6, 2026
SEC
Marathon Petroleum filed an automatic shelf registration (S-3ASR) to register an indeterminate amount of securities for
S-3ASR — Impact 2/10
May 5, 2026
SEC
MPC reported Q1 2026 net income of $511M ($1.73/diluted share), a sharp turnaround from a net loss of $(74)M ($(0.24)/sh
8-K — Impact 7/10
Apr 13, 2026
SEC
Marathon Petroleum Corp (MPC) entered into a new $5 billion revolving credit agreement, terminated its prior agreement,
8-K — Impact 8/10
Inst.
NORGES BANK — NEW
2,904,209 shares ($472.3M)
Price Targets
$265.06
+2.7% upside
Hold
Current $258.15
Low $186.00
Median $265.00
High $335.00
18 analysts
$186.00
$335.00
Analyst Ratings
2Strong Buy
13Buy
9Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 27, 2026 | Mizuho | MAINTAIN | Neutral → Neutral |
| May 7, 2026 | Goldman Sachs | MAINTAIN | Buy → Buy |
| May 6, 2026 | Citigroup | MAINTAIN | Neutral → Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| May 6, 2026 | Barclays | MAINTAIN | Overweight → Overweight |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $11.68 ▲ +13.7% | $6.62 — $17.87 | 195% YoY | 16 |
| Next Q | $9.04 ▲ +10.4% | $4.58 — $15.24 | 200% YoY | 16 |
| Current FY | $29.09 ▲ +6.4% | $20.50 — $42.18 | 172% YoY | 16 |
| Next FY | $23.79 ▲ +13.2% | $13.33 — $39.46 | -18% YoY | 19 |
Latest Reports
NEUTRAL
S-3ASR
2/10
Marathon Petroleum filed an automatic shelf registration (S-3ASR) to register an indeterminate amount of securities for
May 6, 2026
BULLISH
8-K
7/10
MPC reported Q1 2026 net income of $511M ($1.73/diluted share), a sharp turnaround from a net loss of $(74)M ($(0.24)/sh
May 5, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $6.2B | — |
| MORGAN STANLEY | $989.4M | — |
| FMR LLC | $564.7M | — |
| NORGES BANK | $472.3M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $458.4M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Henschen Michael | M | $247.9K |
| Jun 4, 2026 | Henschen Michael | SELL | $368.7K |
| Jun 4, 2026 | Henschen Michael | M | $0.00 |
| May 13, 2026 | Hessling Ricky | SELL | $250.0K |
| Apr 30, 2026 | Al Khayyal | A | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
Congressional Trades
1 members: 0 buys, 3 sells
| Member | Party | Type | Amount |
|---|---|---|---|
| David Taylor | R | SELL | $1,001 - $15,000 |
| David Taylor | R | SELL | $1,001 - $15,000 |
| David Taylor | R | SELL | $1,001 - $15,000 |
9 institutional holders with $9.4B total value (58,049,306 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 38,291,917 | $6.2B | 66.0% | — |
| 2 | MORGAN STANLEY | 6,083,885 | $989.4M | 10.5% | — |
| 3 | FMR LLC | 3,472,013 | $564.7M | 6.0% | — |
| 4 | NORGES BANK | 2,904,209 | $472.3M | 5.0% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,818,361 | $458.4M | 4.9% | NEW |
| 6 | BANK OF AMERICA CORP /DE/ | 2,554,960 | $415.5M | 4.4% | — |
| 7 | TWO SIGMA INVESTMENTS, LP | 892,534 | $145.2M | 1.5% | DOUBLED +495.5% |
| 8 | WELLS FARGO & COMPANY/MN | 853,528 | $138.8M | 1.5% | — |
| 9 | RENAISSANCE TECHNOLOGIES LLC | 177,899 | $28.9M | 0.3% | NEW |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,904,209 | — | $472.3M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | NEW | — | 177,899 | — | $28.9M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 157,227 | 936,305 | +495.5% | $180.5M | 2025-Q3 |
| NORGES BANK | EXIT | 3,173,783 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 3,173,783 | — | $527.2M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 358,787 | 157,227 | -56.2% | $26.1M | 2025-Q2 |
| UBS Group AG | ADD | 1,379,786 | 2,184,795 | +58.3% | $318.3M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 582,924 | 358,787 | -38.5% | $52.3M | 2025-Q1 |
| NORGES BANK | EXIT | 3,250,371 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 135,699 | 0 | -100.0% | $0.00 | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 181,110 | 135,699 | -25.1% | $18.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,418,012 | — | $393.9M | 2024-Q3 |
18 unique insiders with 6 transactions. Net insider value: -$2.5M ($0.00 bought, $2.5M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Henschen Michael A II | Ex VP, Refining | M | 4,964 | $49.94 | $247.9K |
| Jun 4, 2026 | Henschen Michael A II | Ex VP, Refining | SELL | 1,372 | $268.75 | $368.7K |
| Jun 4, 2026 | Henschen Michael A II | Ex VP, Refining | M | 4,964 | $0.00 | $0.00 |
| May 13, 2026 | Hessling Ricky D. | Chief Commercial Officer | SELL | 1,000 | $250.00 | $250.0K |
| Apr 30, 2026 | Al Khayyal Abdulaziz Fahd | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | Bayh Evan | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | CAMPBELL JEFFREY C | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | COHEN JONATHAN Z | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | Ellison-Taylor Kimberly N | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | Paterson Eileen P. | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | Rucker Kim K.W. | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | SEMPLE FRANK M | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | STICE J MICHAEL | Director | A | 727.742 | $0.00 | $0.00 |
| Apr 30, 2026 | SURMA JOHN P | Director | A | 727.742 | $0.00 | $0.00 |
| Mar 13, 2026 | Hessling Ricky D. | Chief Commercial Officer | SELL | 1,626 | $228.18 | $371.0K |
| Mar 12, 2026 | Hessling Ricky D. | Chief Commercial Officer | SELL | 478 | $228.00 | $109.0K |
| Mar 11, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | G | 1,186 | $0.00 | $0.00 |
| Mar 11, 2026 | Hessling Ricky D. | Chief Commercial Officer | SELL | 1,485 | $224.51 | $333.4K |
| Mar 2, 2026 | Hessling Ricky D. | Chief Commercial Officer | F | 192 | $206.30 | $39.6K |
| Mar 2, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | F | 257 | $206.30 | $53.0K |
| Mar 2, 2026 | Floerke Gregory Scott | Ex VP & COO, MPLX GP LLC | F | 278 | $206.30 | $57.4K |
| Mar 2, 2026 | Mannen Maryann T. | Chairman, President & CEO | F | 952 | $206.30 | $196.4K |
| Mar 2, 2026 | Henschen Michael A II | Ex VP, Refining | F | 167 | $206.30 | $34.5K |
| Mar 2, 2026 | Brzezinski Erin M | VP and Controller | F | 49 | $206.30 | $10.1K |
| Mar 2, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | F | 171 | $206.30 | $35.3K |
| Mar 1, 2026 | Henschen Michael A II | Ex VP, Refining | A | 2,290 | $0.00 | $0.00 |
| Mar 1, 2026 | Lyon Shawn M | SVP Log & Storage, MPLX GP LLC | A | 1,730 | $0.00 | $0.00 |
| Mar 1, 2026 | Benson Molly R | Chief Legal Ofc & Corp Sec | A | 2,544 | $0.00 | $0.00 |
| Mar 1, 2026 | Brzezinski Erin M | VP and Controller | A | 509 | $0.00 | $0.00 |
| Mar 1, 2026 | Hessling Ricky D. | Chief Commercial Officer | A | 2,748 | $0.00 | $0.00 |
| Mar 1, 2026 | Mannen Maryann T. | Chairman, President & CEO | A | 15,266 | $0.00 | $0.00 |
| Mar 1, 2026 | Floerke Gregory Scott | Ex VP & COO, MPLX GP LLC | A | 1,730 | $0.00 | $0.00 |
| Mar 1, 2026 | Khoury Maria A | Exec VP & Chief Fin Ofc | A | 2,443 | $0.00 | $0.00 |
| Feb 12, 2026 | Henschen Michael A II | Ex VP, Refining | SELL | 5,289 | $202.32 | $1.1M |
| Feb 12, 2026 | Henschen Michael A II | Ex VP, Refining | G | 511 | $0.00 | $0.00 |
| Feb 1, 2026 | Khoury Maria A | Exec VP & Chief Fin Ofc | A | 1,574 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 2 neutral. Avg impact: 4.8/10.
NEUTRAL
S-3ASR
2/10
Marathon Petroleum filed an automatic shelf registration (S-3ASR) to register an indeterminate amoun
May 6, 2026
BULLISH
8-K
7/10
MPC reported Q1 2026 net income of $511M ($1.73/diluted share), a sharp turnaround from a net loss o
May 5, 2026
BULLISH
8-K
8/10
Marathon Petroleum Corp (MPC) entered into a new $5 billion revolving credit agreement, terminated i
Apr 13, 2026
NEUTRAL
DEFA14A
2/10
Analysis based on filing metadata only — document content was unavailable
Mar 16, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (60% buy). Based on 25 analysts: 2 strong buy, 13 buy, 9 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$265.06 mean target
+2.7% upside
Hold (2.32)
$186.00 Low
$335.00 High
| Metric | Value |
|---|---|
| Current Price | $258.15 |
| Target Low | $186.00 |
| Target Mean | $265.06 |
| Target Median | $265.00 |
| Target High | $335.00 |
| # Analysts | 18 |
| Recommendation | Hold (2.32) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$11.68 | $6.62 | $17.87 | 194.9% | +13.7% | 11↑ 1↓ | $42.0B | 23.3% | 16 |
| Next Q 2026-09-30 |
$9.04 | $4.58 | $15.24 | 200.3% | +10.4% | 12↑ 0↓ | $39.6B | 10.6% | 16 |
| Current FY 2026-12-31 |
$29.09 | $20.50 | $42.18 | 171.9% | +6.4% | 14↑ 0↓ | $151.8B | 12.3% | 16 |
| Next FY 2027-12-31 |
$23.79 | $13.33 | $39.46 | -18.2% | +13.2% | 12↑ 1↓ | $138.6B | -8.7% | 19 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $11.679 | |
| 7d ago | $11.870 | -0.192 |
| 30d ago | $10.269 | +1.409 |
| 60d ago | $7.343 | +4.336 |
| 90d ago | $5.092 | +6.587 |
12 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 27, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| May 7, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| May 6, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| May 6, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| May 6, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| May 6, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Apr 24, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Apr 22, 2026 | Scotiabank | MAINTAIN | Sector Outperform | Sector Outperform |
| Apr 10, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Apr 10, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Apr 9, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
| Apr 2, 2026 | UBS | MAINTAIN | Buy | Buy |
| Mar 31, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Mar 25, 2026 | Raymond James | MAINTAIN | Outperform | Outperform |
| Mar 17, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Mar 12, 2026 | Goldman Sachs | MAINTAIN | Buy | Buy |
| Feb 9, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Feb 9, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Feb 4, 2026 | Wells Fargo | MAINTAIN | Overweight | Overweight |
| Jan 14, 2026 | Citigroup | MAINTAIN | Neutral | Neutral |
| Jan 13, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 13, 2026 | Mizuho | MAINTAIN | Neutral | Neutral |
| Jan 8, 2026 | Piper Sandler | MAINTAIN | Neutral | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 2 | 13 | 9 | 1 | 0 | 60% | |
| May 1, 2026 | 2 | 12 | 10 | 0 | 0 | 58% | |
| Apr 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% | |
| Mar 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% | |
| Feb 1, 2026 | 2 | 12 | 11 | 0 | 0 | 56% | |
| Jan 1, 2026 | 2 | 12 | 10 | 0 | 0 | 58% |
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 0 buys, 3 sells.
Congressional Trades
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 11, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 23, 2026 (13d) |
| Mar 11, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 23, 2026 (13d) |
| Feb 26, 2026 | David Taylor | R | HOUSE | SELL | $1,001 - $15,000 | Marathon Petroleum Corp | Mar 9, 2026 (12d) |
50°
Neutral
Bearish
Neutral
Bullish
4 mentions
2 bullish
2 bearish
4 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 28, 2026 | 1 | 40° Cool | 0 | 1 | 1 |
| Apr 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
| Apr 25, 2026 | 1 | 60° Warm | 1 | 0 | 1 |
Recent Reddit Threads
I went all-in on shipping
▲ 1
💬 1
⚡ 0.5
Jun 9, 2026
short_volume
Short Volume: MPC — 61.1% short (0.6M / 1.0M)
Short: 631,187 | Exempt: 2,409 | TRF Vol: 1,033,158 | Short Ratio: 61.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: MPC — 61.8% short (0.5M / 0.8M)
Short: 504,355 | Exempt: 100 | TRF Vol: 816,726 | Short Ratio: 61.8% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: MPC — 64.4% short (0.5M / 0.8M)
Short: 529,931 | Exempt: 219 | TRF Vol: 823,451 | Short Ratio: 64.4% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: MPC — 66.0% short (0.6M / 0.9M)
Short: 581,576 | Exempt: 437 | TRF Vol: 881,797 | Short Ratio: 66.0% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: MPC — 63.1% short (0.5M / 0.7M)
Short: 456,273 | Exempt: 14 | TRF Vol: 723,668 | Short Ratio: 63.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: MPC — 67.0% short (0.6M / 0.9M)
Short: 580,008 | Exempt: 616 | TRF Vol: 865,484 | Short Ratio: 67.0% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: MPC — 2.3M shares, 68,199 trades
Week starting 2026-05-18. Total ATS volume: 2,347,348 shares across 68,199 trades.
May 12, 2026
short_volume
Short Volume: MPC — 69.8% short (0.5M / 0.7M)
Short: 479,659 | Exempt: 701 | TRF Vol: 687,383 | Short Ratio: 69.8% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: MPC — 2.8M shares, 72,639 trades
Week starting 2026-05-11. Total ATS volume: 2,781,051 shares across 72,639 trades.
May 5, 2026
earnings_calendar
MPC Q1 2026 Earnings Before Market Open — 2026-05-05
May 4, 2026
dark_pool
Dark Pool: MPC — 3.3M shares, 84,526 trades
Week starting 2026-05-04. Total ATS volume: 3,328,637 shares across 84,526 trades.
Apr 30, 2026
short_volume
Short Volume: MPC — 59.6% short (0.5M / 0.8M)
Short: 479,920 | Exempt: 425 | TRF Vol: 804,859 | Short Ratio: 59.6% | Off-exchange volume (dark pool + OTC)
Apr 28, 2026
short_volume
Short Volume: MPC — 71.1% short (0.5M / 0.7M)
Short: 527,276 | Exempt: 88 | TRF Vol: 742,037 | Short Ratio: 71.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_volume
Short Volume: MPC — 58.1% short (0.4M / 0.6M)
Short: 353,712 | Exempt: 37 | TRF Vol: 608,916 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: MPC — 3.0M shares, 71,791 trades
Week starting 2026-04-27. Total ATS volume: 3,026,595 shares across 71,791 trades.