Banco Bilbao Vizcaya Argentaria S.A. Grows Holdings in Marathon Petroleum Corporation $MPC

Banco Bilbao Vizcaya Argentaria S.A. raised its holdings in shares of Marathon Petroleum Corporation (NYSE:MPC) by 5.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 98,203 shares of the oil and gas company’s stock after purchasing an additional 5,468 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Marathon Petroleum were worth $18,927,000 at the end of the most recent reporting period.

Other hedge funds have also recently made changes to their positions in the company. Vanguard Group Inc. increased 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 during the period. Boston Partners boosted its position in Marathon Petroleum by 2.3% in 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 during the period. Norges Bank purchased a new stake in Marathon Petroleum in the 2nd quarter valued at about $527,197,000. Charles Schwab Investment Management Inc. grew its stake in Marathon Petroleum by 5.0% in 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 in the last quarter. Finally, Legal & General Group Plc increased its position 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. 76.77% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Marathon Petroleum

In related news, insider Ricky D. Hessling sold 1,037 shares of the firm’s stock in a transaction dated Thursday, March 12th. The stock was sold at an average price of $229.08, for a total transaction of $237,555.96. Following the sale, the insider owned 9,151 shares of the company’s stock, valued at $2,096,311.08. This trade represents a 10.18% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.25% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on MPC. UBS Group reaffirmed a “buy” rating and set a $221.00 price target on shares of Marathon Petroleum in a research note on Friday, February 6th. Piper Sandler reduced their price objective on Marathon Petroleum from $231.00 to $184.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Wall Street Zen raised Marathon Petroleum from a “hold” rating to a “buy” rating in a research report on Saturday, March 7th. Raymond James Financial upped their target price on Marathon Petroleum from $205.00 to $210.00 and gave the stock an “outperform” rating in a report on Friday, January 23rd. Finally, Jefferies Financial Group dropped their price target on Marathon Petroleum from $216.00 to $205.00 and set a “buy” rating on the stock in a research report on Monday, January 26th. Eleven equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $204.25.

Marathon Petroleum Stock Performance

Shares of MPC stock opened at $226.06 on Monday. The firm has a market cap of $66.63 billion, a price-to-earnings ratio of 16.93, a PEG ratio of 1.35 and a beta of 0.69. Marathon Petroleum Corporation has a 52-week low of $115.10 and a 52-week high of $236.10. The company has a quick ratio of 0.74, a current ratio of 1.26 and a debt-to-equity ratio of 1.27. The company’s 50 day moving average is $193.11 and its 200 day moving average is $188.32.

Marathon Petroleum (NYSE:MPC) last posted its earnings results on Tuesday, February 3rd. The oil and gas company reported $4.07 earnings per share for the quarter, topping analysts’ consensus estimates of $3.73 by $0.34. The company had revenue of $32.57 billion during 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%.Marathon Petroleum’s revenue was down .1% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.77 earnings per share. On average, 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. Investors 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 dividend yield of 1.8%. The ex-dividend date was Wednesday, February 18th. Marathon Petroleum’s dividend payout ratio is 29.96%.

Key Headlines 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

Marathon Petroleum Profile

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.