Moody National Bank Trust Division Lowers Stock Holdings in Marathon Petroleum Corporation $MPC

Moody National Bank Trust Division cut its stake in shares of Marathon Petroleum Corporation (NYSE:MPC) by 19.5% in the 4th quarter, Holdings Channel reports. The fund owned 11,551 shares of the oil and gas company’s stock after selling 2,804 shares during the quarter. Moody National Bank Trust Division’s holdings in Marathon Petroleum were worth $1,879,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Boston Partners lifted its holdings in shares of Marathon Petroleum by 2.3% during the third quarter. Boston Partners now owns 6,305,428 shares of the oil and gas company’s stock worth $1,214,522,000 after purchasing an additional 141,691 shares during the period. Norges Bank purchased a new stake in shares of Marathon Petroleum in the second quarter valued at about $527,197,000. Legal & General Group Plc increased its stake in shares of Marathon Petroleum by 2.0% during the third quarter. Legal & General Group Plc now owns 1,861,020 shares of the oil and gas company’s stock worth $358,693,000 after acquiring an additional 35,847 shares during the period. Amundi increased its stake in shares of Marathon Petroleum by 11.8% during the third quarter. Amundi now owns 1,626,862 shares of the oil and gas company’s stock worth $314,830,000 after acquiring an additional 172,172 shares during the period. Finally, Panagora Asset Management Inc. lifted its position in Marathon Petroleum by 217.8% in the second quarter. Panagora Asset Management Inc. now owns 883,763 shares of the oil and gas company’s stock valued at $146,802,000 after purchasing an additional 605,705 shares during the period. 76.77% of the stock is currently owned by hedge funds and other institutional investors.

Marathon Petroleum Trading Up 4.9%

Shares of Marathon Petroleum stock opened at $243.97 on Wednesday. The business has a 50 day moving average price of $201.51 and a 200 day moving average price of $191.04. The company has a market capitalization of $71.85 billion, a P/E ratio of 18.28, a P/E/G ratio of 1.39 and a beta of 0.69. The company has a debt-to-equity ratio of 1.27, a current ratio of 1.26 and a quick ratio of 0.74. Marathon Petroleum Corporation has a 1 year low of $115.10 and a 1 year high of $247.14.

Marathon Petroleum (NYSE:MPC) last released its quarterly earnings data on Tuesday, February 3rd. The oil and gas company reported $4.07 earnings per share for the quarter, beating the consensus estimate of $3.73 by $0.34. The business had revenue of $32.57 billion for the quarter, compared to analyst estimates of $30.89 billion. Marathon Petroleum had a return on equity of 13.90% and a net margin of 2.99%.The company’s revenue was down .1% compared to the same quarter last year. During the same period in the previous year, the company posted $0.77 EPS. Sell-side analysts anticipate that Marathon Petroleum Corporation will post 8.47 EPS for the current fiscal year.

Marathon Petroleum Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 18th were paid a dividend of $1.00 per share. This represents a $4.00 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date was Wednesday, February 18th. Marathon Petroleum’s dividend payout ratio is 29.96%.

Marathon Petroleum News Summary

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

• Positive Sentiment: Improving refining margin backdrop and crack spreads — market reports tie today’s rally to wider gasoline and diesel cracks that should flow quickly into refiner earnings, benefiting MPC’s revenue and margins. Why Marathon Petroleum Stock Is Breaking Out To Fresh All-Time Highs Today
• Positive Sentiment: Company fundamentals and cash-return story — investors are rewarding MPC’s 2025 metrics (94% refining utilization, 105% margin capture) and the firm’s ability to fund large capital returns from operating cash flow. That supports the narrative MPC can sustain shareholder payouts through cycles. Marathon Petroleum jumps as refining-margin backdrop improves and investors refocus on cash-return story
• Positive Sentiment: Geopolitical risk lifting energy sentiment — escalation in the U.S.-Israel-Iran region has added risk premia to global oil markets, supporting crude prices and refiners’ outlooks. Why Marathon Petroleum Stock Is Breaking Out To Fresh All-Time Highs Today
• Positive Sentiment: Investor bullish theses gaining traction — retail and independent write-ups summarizing bullish theses (valuation, cash flow, buyback/dividend support) are circulating and may be reinforcing demand. Is Marathon Petroleum Corporation (MPC) A Good Stock To Buy Now? Is Marathon Petroleum Corporation (MPC) a good stock to buy now?
• Neutral Sentiment: Upcoming Q1 results — MPC will report first-quarter results on May 5; investors may be positioning ahead of the call, which could add volatility or confirm margin strength. Marathon Petroleum Corp. to Report First-Quarter Financial Results on May 5, 2026
• Neutral Sentiment: Analyst ratings and price targets are mixed — several recent buy/overweight ratings support the stock, but the median 6‑month price target (~$210) cited in market compendia sits below the current level, so analyst coverage could temper gains if outlooks aren’t revised higher. Marathon Petroleum jumps as refining-margin backdrop improves and investors refocus on cash-return story
• Negative Sentiment: Insider and institutional selling activity — recent QuiverQuant data flags multiple insider sales and sizable institutional position reductions last quarter, which could be a headwind if the trend continues. Marathon Petroleum jumps as refining-margin backdrop improves and investors refocus on cash-return story

Insiders Place Their Bets

In other news, insider Ricky D. Hessling sold 1,810 shares of the business’s stock in a transaction dated Wednesday, March 11th. The shares were sold at an average price of $224.78, for a total value of $406,851.80. Following the completion of the sale, the insider owned 10,188 shares of the company’s stock, valued at approximately $2,290,058.64. The trade was a 15.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Over the last ninety days, insiders have sold 4,473 shares of company stock worth $1,015,428. 0.17% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Raymond James Financial raised their target price on Marathon Petroleum from $205.00 to $210.00 and gave the company an “outperform” rating in a report on Friday, January 23rd. Weiss Ratings downgraded shares of Marathon Petroleum from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 19th. UBS Group reaffirmed a “buy” rating and issued a $221.00 target price on shares of Marathon Petroleum in a report on Friday, February 6th. Jefferies Financial Group decreased their price target on Marathon Petroleum from $216.00 to $205.00 and set a “buy” rating on the stock in a research note on Monday, January 26th. Finally, Wells Fargo & Company raised their price objective on Marathon Petroleum from $213.00 to $217.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Ten analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $205.44.

About Marathon Petroleum

Marathon Petroleum Corporation (NYSE: MPC) is a U.S.-based downstream energy company engaged principally in the refining, marketing, supply and transportation of petroleum products. The company was formed through a spin-off from Marathon Oil in 2011 and operates an integrated system of refining and logistics assets that support the production and distribution of transportation fuels and other refined petroleum products.

Marathon Petroleum’s operations include refining crude oil into gasoline, diesel, jet fuel, asphalt and other specialty products, as well as managing the distribution and storage infrastructure needed to move those products to market.