Hosking Partners LLP Sells 35,689 Shares of Marathon Petroleum Corporation $MPC

Hosking Partners LLP lessened its stake in shares of Marathon Petroleum Corporation (NYSE:MPC) by 17.3% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 171,157 shares of the oil and gas company’s stock after selling 35,689 shares during the quarter. Marathon Petroleum comprises about 2.3% of Hosking Partners LLP’s holdings, making the stock its 8th biggest holding. Hosking Partners LLP’s holdings in Marathon Petroleum were worth $67,679,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also modified their holdings of MPC. Focus Financial Network Inc. boosted its holdings in shares of Marathon Petroleum by 2.0% in the 3rd quarter. Focus Financial Network Inc. now owns 1,066 shares of the oil and gas company’s stock valued at $422,000 after buying an additional 21 shares in the last quarter. CRA Financial Services LLC raised its stake in Marathon Petroleum by 1.2% during the 3rd quarter. CRA Financial Services LLC now owns 1,844 shares of the oil and gas company’s stock worth $729,000 after acquiring an additional 21 shares in the last quarter. Avior Wealth Management LLC raised its stake in Marathon Petroleum by 1.0% during the 3rd quarter. Avior Wealth Management LLC now owns 2,130 shares of the oil and gas company’s stock worth $842,000 after acquiring an additional 22 shares in the last quarter. Physician Wealth Advisors Inc. raised its stake in Marathon Petroleum by 7.8% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 316 shares of the oil and gas company’s stock worth $125,000 after acquiring an additional 23 shares in the last quarter. Finally, LexAurum Advisors LLC lifted its position in Marathon Petroleum by 2.6% in the third quarter. LexAurum Advisors LLC now owns 930 shares of the oil and gas company’s stock valued at $368,000 after acquiring an additional 24 shares during the last quarter. Hedge funds and other institutional investors own 76.77% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on MPC. Wells Fargo & Company upped their price objective on shares of Marathon Petroleum from $400.00 to $560.00 and gave the company an “overweight” rating in a research note on Wednesday, October 14th. Weiss Ratings raised Marathon Petroleum from a “buy (b)” rating to a “buy (b+)” rating in a report on Thursday, October 8th. TD Cowen lifted their target price on Marathon Petroleum from $357.00 to $375.00 and gave the stock a “buy” rating in a research report on Wednesday, August 5th. The Goldman Sachs Group lifted their target price on Marathon Petroleum from $376.00 to $472.00 and gave the stock a “buy” rating in a research report on Monday, September 21st. Finally, Piper Sandler boosted their target price on Marathon Petroleum from $344.00 to $462.00 and gave the company an “overweight” rating in a report on Thursday, September 3rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat.com, Marathon Petroleum presently has a consensus rating of “Moderate Buy” and a consensus price target of $417.88.

Insiders Place Their Bets

In other news, SVP Shawn M. Lyon sold 2,500 shares of the company’s stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $350.00, for a total value of $875,000.00. Following the completion of the sale, the senior vice president directly owned 12,619 shares of the company’s stock, valued at approximately $4,416,650. This represents a 16.54% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Molly R. Benson sold 17,196 shares of the stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $358.57, for a total transaction of $6,165,969.72. Following the sale, the insider owned 30,334 shares of the company’s stock, valued at $10,876,862.38. This trade represents a 36.18% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 21,691 shares of company stock valued at $7,780,127. Insiders own 0.17% of the company’s stock.

Key Headlines Impacting Marathon Petroleum

Here are the key news stories impacting Marathon Petroleum this week:

• Positive Sentiment: Strong refining margins support earnings: Higher fuel margins are improving profitability across U.S. refiners, including MPC. The favorable industry backdrop could sustain cash flow and shareholder returns if margins remain elevated. U.S. Refiners Benefit From Strong Margins: Will Momentum Last?
• Positive Sentiment: Positive long-term performance and momentum: MPC has substantially outperformed the broader market and major technology stocks in 2026, attracting investor attention and reinforcing the bullish momentum case. An Oil Refiner Is Beating Nvidia This Year
• Neutral Sentiment: Supplier recognition highlights operational relationships: Cognite was named MPC’s Corporate Supplier of the Year, recognizing its contribution to the company’s business. The award is positive for the relationship but is unlikely to materially affect MPC’s earnings or valuation. Cognite Earns Corporate Supplier of the Year Award from Marathon Petroleum Corporation
• Negative Sentiment: Profit-taking and valuation concerns: After establishing a new one-year high and advancing sharply, MPC faces a higher risk of profit-taking. Analysts have also questioned the stock’s limited margin of safety and whether profitability has reached a ceiling. Marathon Petroleum: Good Momentum Stocks, But Little Margin Of Safety
• Negative Sentiment: Middle East risks could pressure margins: Higher crude prices linked to regional tensions may benefit upstream producers but can raise refiners’ input costs. Investors are weighing whether the conflict-driven boost to energy prices and refining economics can last. Marathon Petroleum Profitability Seems To Have A Ceiling With The Mature Conflict In The Middle East

Marathon Petroleum Stock Performance

Shares of MPC opened at $469.02 on Thursday. The company’s 50 day simple moving average is $405.97 and its 200-day simple moving average is $314.27. The firm has a market cap of $136.92 billion, a PE ratio of 16.12, a price-to-earnings-growth ratio of 0.14 and a beta of 0.54. Marathon Petroleum Corporation has a 12-month low of $161.93 and a 12-month high of $493.98. The company has a current ratio of 1.25, a quick ratio of 0.89 and a debt-to-equity ratio of 1.19.

Marathon Petroleum (NYSE:MPC) last released its quarterly earnings results on Tuesday, August 4th. The oil and gas company reported $17.73 EPS for the quarter, beating the consensus estimate of $14.27 by $3.46. Marathon Petroleum had a net margin of 5.48% and a return on equity of 31.96%. The firm had revenue of $51.99 billion during the quarter, compared to the consensus estimate of $40.87 billion. During the same quarter in the prior year, the firm earned $3.96 EPS. Marathon Petroleum’s revenue for the quarter was up 53.5% on a year-over-year basis. As a group, equities analysts predict that Marathon Petroleum Corporation will post 64.00 EPS for the current year.

Marathon Petroleum Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Wednesday, August 19th were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a yield of 0.9%. The ex-dividend date of this dividend was Wednesday, August 19th. Marathon Petroleum’s dividend payout ratio (DPR) is presently 13.75%.

Marathon Petroleum Profile

Marathon Petroleum Corporation (NYSE:MPC) is an American downstream energy company engaged in refining, marketing, and transporting petroleum products. Its operations include converting crude oil into gasoline, diesel, jet fuel, asphalt, propane, and other refined products used by transportation, industrial, and commercial customers.

The company markets fuel under the Marathon brand and supplies products to independent marketers, commercial businesses, and other wholesale customers. Marathon Petroleum also owns a general-partner interest and significant limited-partner interest in MPLX Inc, a midstream company that operates pipelines, storage facilities, terminals, and gathering and processing assets supporting the movement of crude oil and natural gas liquids.

Marathon Petroleum’s refining and midstream activities are concentrated in the United States, with assets serving regions across the Midwest, Gulf Coast, and West Coast.