CSM Advisors LLC Cuts Stock Holdings in Marathon Petroleum Corporation $MPC

CSM Advisors LLC trimmed its stake in Marathon Petroleum Corporation (NYSE:MPC) by 67.3% during the 3rd quarter, Holdings Channel reports. The firm owned 41,367 shares of the oil and gas company’s stock after selling 85,128 shares during the quarter. CSM Advisors LLC’s holdings in Marathon Petroleum were worth $7,974,000 at the end of the most recent reporting period.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its stake in Marathon Petroleum by 11.2% in the 2nd quarter. Vanguard Group Inc. now owns 38,866,104 shares of the oil and gas company’s stock worth $6,456,049,000 after buying an additional 3,924,713 shares in the last quarter. Boston Partners raised its position in shares of Marathon Petroleum by 2.3% during the 3rd quarter. Boston Partners now owns 6,305,428 shares of the oil and gas company’s stock valued at $1,214,522,000 after buying an additional 141,691 shares in the last quarter. Norges Bank bought a new stake in shares of Marathon Petroleum during the 2nd quarter worth $527,197,000. Charles Schwab Investment Management Inc. lifted its holdings in shares of Marathon Petroleum by 5.0% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 2,719,768 shares of the oil and gas company’s stock worth $451,781,000 after acquiring an additional 128,691 shares during the last quarter. Finally, Legal & General Group Plc grew its position in Marathon Petroleum by 2.0% in 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 in the last quarter. 76.77% of the stock is currently owned by institutional investors.

Marathon Petroleum Stock Performance

Marathon Petroleum stock opened at $226.06 on Friday. The firm has a fifty day simple moving average of $193.11 and a two-hundred day simple moving average of $188.25. The company has a quick ratio of 0.74, a current ratio of 1.26 and a debt-to-equity ratio of 1.27. Marathon Petroleum Corporation has a twelve month low of $115.10 and a twelve month high of $236.10. The company has a market capitalization of $66.63 billion, a PE ratio of 16.93, a P/E/G ratio of 1.35 and a beta of 0.69.

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

Marathon Petroleum Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Wednesday, February 18th were given a dividend of $1.00 per share. This represents a $4.00 annualized dividend and a yield of 1.8%. The ex-dividend date was Wednesday, February 18th. Marathon Petroleum’s dividend payout ratio (DPR) is presently 29.96%.

Insider Buying and Selling

In other Marathon Petroleum news, insider Ricky D. Hessling sold 1,810 shares of Marathon Petroleum stock in a transaction that occurred on Wednesday, March 11th. The stock was sold at an average price of $224.78, for a total value of $406,851.80. Following the transaction, the insider directly owned 10,188 shares of the company’s stock, valued at $2,290,058.64. The trade was a 15.09% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 0.21% of the stock is owned by company insiders.

Key Stories Impacting Marathon Petroleum

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

• Positive Sentiment: Blowout Q4 results and big shareholder returns: MPC reported $4.07 adjusted EPS for Q4, topped revenue expectations, and returned substantial cash to shareholders—this underpins near-term earnings and buyback/dividend prospects. Article Title
• Positive Sentiment: Goldman Sachs raised its price target to $239 and reiterated a “buy” rating, signaling institutional confidence and providing upward pressure on sentiment. Article Title
• Positive Sentiment: Recent intraday strength — MPC recently closed higher in a session where broader markets fell, indicating episodic demand for the name on company-specific news. Article Title
• Neutral Sentiment: Analysts are split on 2026 outlooks: the analyst fair value moved slightly to $202.50, but firms are issuing both raises and trims, creating mixed expectations for forward upside. Article Title
• Neutral Sentiment: Macro and geopolitical uncertainty (Middle East tensions, central-bank decisions) could push oil and refining margins around, producing volatility but unclear directional impact. Article Title
• Neutral Sentiment: Longer-term industry note — a planned new U.S. refinery in Brownsville could alter supply dynamics over years, but it is not an immediate driver for MPC fundamentals. Article Title
• Negative Sentiment: Insider selling by director Ricky D. Hessling: two recent sales (1,810 shares at ~$224.78 on Mar 11 and 1,037 shares at ~$229.08 on Mar 12) reduced his stake materially — such disclosures often pressure sentiment even when sales are routine. SEC filing: SEC Filing

Analyst Ratings Changes

MPC has been the topic of a number of research reports. UBS Group restated a “buy” rating and set a $221.00 price target on shares of Marathon Petroleum in a research report on Friday, February 6th. Scotiabank reiterated an “outperform” rating and issued a $174.00 price objective on shares of Marathon Petroleum in a report on Friday, January 16th. TD Cowen increased their price objective on Marathon Petroleum from $183.00 to $198.00 and gave the company a “buy” rating in a research report on Wednesday, February 4th. Zacks Research cut Marathon Petroleum from a “strong-buy” rating to a “hold” rating in a report on Tuesday, January 20th. Finally, Wells Fargo & Company upped their target price on Marathon Petroleum from $213.00 to $217.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 4th. Eleven equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, Marathon Petroleum has a consensus rating of “Moderate Buy” and an average target price of $204.25.

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.