Marathon Petroleum（MPC）株式概要
マラソン・ペトロリアム・コーポレーションは、その子会社とともに、米国において総合的な川下エネルギー企業として事業を展開している。 詳細
MPC Community Fair Values
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Analyst Price Targets
Marathon Petroleum Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$283.30 |
| 52週高値 | US$283.68 |
| 52週安値 | US$158.00 |
| ベータ | 0.52 |
| 1ヶ月の変化 | 9.74% |
| 3ヶ月変化 | 27.26% |
| 1年変化 | 55.44% |
| 3年間の変化 | 136.24% |
| 5年間の変化 | 422.21% |
| IPOからの変化 | 1,352.82% |
最新ニュース
ナラティブの更新 • Jul 08
MPC: Refining Margin Tailwinds Will Likely Prove Short Lived For Shares
Marathon Petroleum's updated analyst fair value estimate has shifted from $163.00 to about $200.39, as analysts factor in refined views on refining margins, product inventories, and company level cash flow and capital structure updates reflected in recent price target changes across the Street. Analyst Commentary Recent Street research on Marathon Petroleum shows a wide range of views, with some firms lifting targets and others applying more conservative assumptions as they reassess refining margins, product inventories, and capital allocation.Seeking Alpha • Jul 07
Marathon Petroleum: Focus On Russia, Not Just Iran
Summary Marathon Petroleum remains a top "Buy" as global refining disruptions, especially in Russia, extend the duration of elevated crack spreads. Recent Ukrainian strikes have sidelined up to a third of Russian refining capacity, supporting crack spreads at $45+ for at least 15 months. MPC is poised for ~$70/share in excess cash flow by Q3 2027, enabling aggressive buybacks and at least 10% share retirement over the next year. Sum-of-the-parts valuation supports a $335/share target, with further positive analyst revisions and share price appreciation expected. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 24
MPC: Refining Margins And Buybacks Will Shape Returns As Cracks Evolve
Marathon Petroleum's analyst price target has been revised upward from $265.06 to $271.59 as analysts factor in updated oil and refining crack assumptions and highlight ongoing support from tight product inventories and steady demand. Analyst Commentary Recent research on Marathon Petroleum points to an active debate around how sustainable current refining economics may be and what that could mean for valuation and execution over the next few years.分析記事 • Jun 18
Marathon Petroleum (MPC) Stock Could Be 8.4% Undervalued After Strait Of Hormuz Reopened
The U.S. Iran peace agreement reopening the Strait of Hormuz has quickly fed through to energy markets, with falling crude prices pressuring Marathon Petroleum (MPC) stock as investors reassess refining margins and input cost assumptions. See our latest analysis for Marathon Petroleum. Even before the Strait of Hormuz agreement, Marathon Petroleum stock had strong momentum, with a year to date share price return of 47.09% and a 1 year total shareholder return of 47.93%. However, recent...Recent updates
ナラティブの更新 • Jul 08
MPC: Refining Margin Tailwinds Will Likely Prove Short Lived For Shares
Marathon Petroleum's updated analyst fair value estimate has shifted from $163.00 to about $200.39, as analysts factor in refined views on refining margins, product inventories, and company level cash flow and capital structure updates reflected in recent price target changes across the Street. Analyst Commentary Recent Street research on Marathon Petroleum shows a wide range of views, with some firms lifting targets and others applying more conservative assumptions as they reassess refining margins, product inventories, and capital allocation.Seeking Alpha • Jul 07
Marathon Petroleum: Focus On Russia, Not Just Iran
Summary Marathon Petroleum remains a top "Buy" as global refining disruptions, especially in Russia, extend the duration of elevated crack spreads. Recent Ukrainian strikes have sidelined up to a third of Russian refining capacity, supporting crack spreads at $45+ for at least 15 months. MPC is poised for ~$70/share in excess cash flow by Q3 2027, enabling aggressive buybacks and at least 10% share retirement over the next year. Sum-of-the-parts valuation supports a $335/share target, with further positive analyst revisions and share price appreciation expected. Read the full article on Seeking Alphaナラティブの更新 • Jun 24
MPC: Refining Margins And Buybacks Will Shape Returns As Cracks Evolve
Marathon Petroleum's analyst price target has been revised upward from $265.06 to $271.59 as analysts factor in updated oil and refining crack assumptions and highlight ongoing support from tight product inventories and steady demand. Analyst Commentary Recent research on Marathon Petroleum points to an active debate around how sustainable current refining economics may be and what that could mean for valuation and execution over the next few years.分析記事 • Jun 18
Marathon Petroleum (MPC) Stock Could Be 8.4% Undervalued After Strait Of Hormuz Reopened
The U.S. Iran peace agreement reopening the Strait of Hormuz has quickly fed through to energy markets, with falling crude prices pressuring Marathon Petroleum (MPC) stock as investors reassess refining margins and input cost assumptions. See our latest analysis for Marathon Petroleum. Even before the Strait of Hormuz agreement, Marathon Petroleum stock had strong momentum, with a year to date share price return of 47.09% and a 1 year total shareholder return of 47.93%. However, recent...ナラティブの更新 • Jun 07
MPC: Oil Price Assumptions And Buybacks Will Guide Future Refining Returns
Narrative Update on Marathon Petroleum The analyst price target for Marathon Petroleum has moved higher to $265.06 from $256.83, with analysts pointing to higher oil and refining spread assumptions, a higher projected profit margin, and a lower future P/E estimate as key drivers of the recalibration. Analyst Commentary Recent research on Marathon Petroleum shows an active debate around how sustainable current refining economics and oil price assumptions may be, with several firms revising their models and valuation frameworks.ナラティブの更新 • May 11
MPC: Oil Price Assumptions And Buybacks Will Shape Future Returns
Analysts have raised their average price target on Marathon Petroleum by about $9.66 to $256.83, citing a combination of updated oil price assumptions, revised sector views, and refreshed earnings estimates across recent research. Analyst Commentary Recent research on Marathon Petroleum points to a wide range of views, with many firms revisiting their models and price targets as they update oil price assumptions and sector stances.分析記事 • May 08
Marathon Petroleum Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Marathon Petroleum Corporation ( NYSE:MPC ) just released its first-quarter report and things are looking bullish...ナラティブの更新 • Apr 25
MPC: Oil Price Assumptions And Labor Talks Will Shape Future Returns
The analyst price target for Marathon Petroleum has been revised higher by $10.57 to $247.18. Analysts point to updated fair value estimates, modestly higher revenue growth and profit margin assumptions, as well as a slightly richer future P/E multiple as key drivers for the change.ナラティブの更新 • Apr 10
MPC: Higher Oil Assumptions And Labor Talks Will Shape Future Returns
The updated analyst price target for Marathon Petroleum increases to $236.61 from $216.17. Analysts attribute this change to adjustments in fair value assumptions, a slightly lower discount rate, revised revenue growth and profit margin inputs, and a different future P/E outlook.
新しいナラティブ • Apr 10
Refining And Midstream Expansion Will Drive Major Upside Over The Next Decade
Catalysts About Marathon Petroleum Marathon Petroleum operates a large, integrated refining, marketing, midstream and renewables platform across the United States. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 27
MPC: Elevated Oil Assumptions And Labor Uncertainty Will Pressure Future Returns
Narrative Update on Marathon Petroleum The analyst price target for Marathon Petroleum has shifted from about $202.50 to roughly $216.17. Analysts have cited updated oil price assumptions, recent Middle East related supply risk, and refiners' earnings estimates as key drivers behind their revised outlook.新しいナラティブ • Mar 27
Sour Crude Exposure And Midstream Assumptions Will Pressure Long Term Earnings Outlook
Catalysts About Marathon Petroleum Marathon Petroleum operates a large, integrated refining, marketing, midstream and renewables business concentrated in the United States. What are the underlying business or industry changes driving this perspective?ナラティブの更新 • Mar 11
MPC: Refining Conditions Labor Talks And Buybacks Will Shape Future Outcomes
The analyst fair value estimate for Marathon Petroleum has edged up by about $3 to $202.50, reflecting recent price target revisions across the Street as analysts weigh slightly adjusted discount rate and P/E assumptions, along with their updated views on refining conditions into 2026. Analyst Commentary Recent Street research on Marathon Petroleum has been mixed, with several firms adjusting price targets in both directions as they reassess refining fundamentals, crude assumptions, and where consensus sits for 2026.ナラティブの更新 • Feb 24
MPC: Refining Margins And Capital Returns Will Shape Balanced Future Outcomes
Analysts have nudged their average price targets on Marathon Petroleum higher, with recent changes ranging from a $1 lift at the low end to a $28 increase at the high end. These moves reflect updated views on refining fundamentals, margins and longer term P/E assumptions.ナラティブの更新 • Feb 08
MPC: Capital Returns And Refining Margins Will Drive Balanced Future Outcomes
Analysts have adjusted their price targets on Marathon Petroleum, supporting a modest increase in our fair value estimate from US$194.61 to about US$199.56. They cite updated commodity assumptions, mixed views on refining conditions into 2026, and revised expectations for earnings and future P/E multiples.ナラティブの更新 • Jan 23
MPC: Capital Returns And Refining Fundamentals Will Shape Balanced Future Upside
Narrative Update Our Marathon Petroleum fair value estimate moves lower by about US$5 to US$194.61 per share, reflecting a slightly higher discount rate, modestly softer revenue growth and margin assumptions, and a lower future P/E multiple that align with recent analyst price target trims and cautious views on sector outperformance, even as some expect near term refining fundamentals to remain supportive. Analyst Commentary Recent Street research on Marathon Petroleum points to a mixed setup, with most analysts trimming or fine tuning price targets while keeping broadly balanced views on upside potential and execution risks.ナラティブの更新 • Jan 07
MPC: Capital Returns And Refining Execution Will Support Future Upside
Narrative Update: Marathon Petroleum Analyst Price Target Shift The updated analyst price target for Marathon Petroleum moves slightly lower to about US$200 from roughly US$201, as analysts fine tune their models around commodity assumptions, refining asset optimization, and the role of midstream investments and capital returns in the overall valuation. Analyst Commentary Recent research updates on Marathon Petroleum cluster around refiners and integrated oil coverage, with analysts fine tuning targets and ratings as they refresh commodity and margin assumptions.ナラティブの更新 • Dec 23
MPC: Capital Returns Will Drive Upside Amid Constructive Refining Tailwinds
Analysts have nudged our Marathon Petroleum fair value estimate slightly lower to approximately $201 from about $201.33 per share, as a modestly higher discount rate and slightly softer margin outlook more than offset incremental optimism around long term refining tailwinds, midstream value creation, and capital return that underpin a broadly higher Street price target range of roughly $189 to $220. Analyst Commentary Bullish analysts broadly frame Marathon Petroleum as a top tier refiner with a favorable risk reward profile, pointing to resilient cash generation, disciplined capital allocation, and supportive sector dynamics that justify price targets clustering near the low to mid $200s per share.ナラティブの更新 • Dec 09
MPC: Capital Returns And Midstream Investments Will Support Margins In A Tighter Market
Analysts have nudged their average price target for Marathon Petroleum slightly higher, with updated fair value estimates moving from about $199.94 to $201.33 per share. Modestly improved margin expectations and a still supportive, though finely balanced, refining backdrop underpin a more constructive long term outlook.ナラティブの更新 • Nov 24
MPC: Capital Returns And Midstream Investments Will Steady Margins Amid Ongoing Volatility
Marathon Petroleum’s analyst price target has moved modestly higher to approximately $199.94 from $197.50, as analysts highlight stable refining margins, ongoing capital allocation discipline, and industry tailwinds in light of updated market and commodity forecasts. Analyst Commentary Recent updates from Street research highlight a mixed but generally constructive view on Marathon Petroleum, with analysts noting both structural strengths and emerging risks within the business and sector.ナラティブの更新 • Nov 09
MPC: Capital Returns And Midstream Strength Will Balance Margin Volatility Ahead
Marathon Petroleum’s analyst price target rose slightly from $196.11 to $197.50, as analysts cite ongoing capital discipline and midstream strength, despite soft spots in recent results. Analyst Commentary Recent analyst reports on Marathon Petroleum reflect a mix of optimism and caution, as perspectives diverge on the company’s valuation and future prospects.分析記事 • Nov 04
Marathon Petroleum (NYSE:MPC) Will Pay A Larger Dividend Than Last Year At $1.00
Marathon Petroleum Corporation's ( NYSE:MPC ) periodic dividend will be increasing on the 10th of December to $1.00...ナラティブの更新 • Oct 26
Refining Margins And Capital Returns Will Drive Outperformance Amid Market Volatility
Analysts have increased their average price target for Marathon Petroleum from $192.17 to $196.11. This change is attributed to resilient refining margins, ongoing sector tailwinds, and the company's strong position in capital returns amid a volatile oil market environment.ナラティブの更新 • Oct 12
US Refining Investments Will Secure Future Market Opportunities
The analyst price target for Marathon Petroleum has increased by $3 to $192. Analysts cite sector tailwinds, resilient refining margins, and continued strength in global product markets for their updated outlook.ナラティブの更新 • Sep 28
US Refining Investments Will Secure Future Market Opportunities
Marathon Petroleum's fair value estimate has risen to $189.17 as analysts anticipate continued robust refining margins driven by persistent supply tightness, strong margin capture, and positive sector tailwinds, though some caution over valuation following recent outperformance. Analyst Commentary Bullish analysts cite robust refining margins and strong margin capture, with recent quarters outperforming expectations and margin strength persisting despite calls for a decline.分析記事 • Sep 22
Marathon Petroleum Corporation's (NYSE:MPC) Price In Tune With Earnings
Marathon Petroleum Corporation's ( NYSE:MPC ) price-to-earnings (or "P/E") ratio of 26.4x might make it look like a...ナラティブの更新 • Sep 13
US Refining Investments Will Secure Future Market Opportunities
Analysts have raised Marathon Petroleum’s price target to $183.50, citing persistent refining margin strength, resilient earnings, and optimism about long-term supply/demand balances—though concerns over valuation and potential crack spread headwinds are tempering further upside. Analyst Commentary Bullish analysts are raising price targets due to persistent refining margin strength and tighter-than-expected global supply/demand balances, especially regarding distillate products, with outlooks for 2026 and beyond increasingly supportive.分析記事 • Aug 08
Results: Marathon Petroleum Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts
NYSE:MPC 1 Year Share Price vs Fair Value Explore Marathon Petroleum's Fair Values from the Community and select yours...Seeking Alpha • Mar 26
Marathon Petroleum: Unique Financial Position (Rating Upgrade)
Summary Marathon generates an ex-ordinary amount of cash. In a short period of time, the company could pay off its debt and repurchase a large portion of the stock to leave a very large amount of cash unused. Its partner, MPLX, now pays for the dividend and basic capital, leaving the balance of the cash free for use elsewhere. In a three to five-year period, the company might generate a very large amount of excess cash for what now appears headed toward paying extraordinary high dividends. Read the full article on Seeking AlphaSeeking Alpha • Feb 04
Marathon Petroleum: Further Upside Likely After A Better-Than-Feared Q4
Summary Marathon Petroleum Corporation has faced challenges due to tighter crack spreads, but its MLP, MPLX, has performed well, contributing to a solid earnings report and supporting shares. MPC's refining operations are undervalued at 3.2x, 2024 EBITDA, with aggressive share repurchases also increasing the per-share value of its MPLX stake. Despite a tough refining environment, MPC's secure dividend and flexible buyback strategy offer a minimum 3% share count reduction and strong shareholder returns. Long-term demand for gasoline and limited refinery supply support MPC's potential for upside, making it a strong buy for patient investors. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Marathon Petroleum: Low Valuation And MPLX Ownership Make It A Buy
Summary Marathon Petroleum is a Buy due to its 64% ownership in MPLX. MPC's market cap is $43 billion, with its MPLX stake valued at $31 billion, leaving refining assets valued at just $12 billion. Continued demand growth along with refinery closures could improve crack spreads in 2025. Sentiment and seasonality for refiners are at a low, which often is a good time to buy. Read the full article on Seeking AlphaSeeking Alpha • Nov 06
Marathon Petroleum: Shares Are Attractive Despite Muted Q3 Results
Summary Marathon Petroleum shares have dropped significantly, but Q3 earnings exceeded expectations, boosting the stock by over 3% and reinforcing my bullish stance. The Company's refining operations' implied equity value has sharply declined, creating a compelling investment opportunity, especially with the company's strong capital return capacity and share repurchases. Despite cyclical challenges, US product demand remains firm, and global policy easing should stabilize economic activity, supporting a recovery in crack spreads. With MPLX providing a valuation floor and MPC's aggressive share count reduction, I see over 40% upside, making MPC a top value opportunity. Read the full article on Seeking Alpha株主還元
| MPC | US Oil and Gas | US 市場 | |
|---|---|---|---|
| 7D | 6.4% | 2.4% | 0.6% |
| 1Y | 55.4% | 19.1% | 19.5% |
業界別リターン: MPC過去 1 年間で19.1 % の収益を上げたUS Oil and Gas業界を上回りました。
リターン対市場: MPC過去 1 年間で19.5 % の収益を上げたUS市場を上回りました。
価格変動
| MPC volatility | |
|---|---|
| MPC Average Weekly Movement | 5.1% |
| Oil and Gas Industry Average Movement | 5.9% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: MPC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: MPCの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1887 | 18,500 | Maryann Mannen | www.marathonpetroleum.com |
マラソン・ペトロリアム・コーポレーションは、その子会社とともに、米国において総合的な川下エネルギー企業として事業を展開している。同社は3つのセグメントで事業を展開している：精製・販売部門、中流部門、再生可能ディーゼル部門である。精製・販売部門は、米国メキシコ湾岸、中州、西海岸地域の製油所で原油やその他の原料を精製し、再販用の精製製品やエタノールを購入し、輸送、貯蔵、流通、販売サービスを通じて精製製品を販売している。精製製品には、改質ガソリンやブレンドグレードガソリンなどの輸送用燃料、重油、アスファルトなどがある。また、プロパンや石油化学製品の製造も行っている。同社は、精製製品を米国内外の卸売販売顧客、スポット市場のバイヤー、主にマラソン・ブランドの店舗を運営する独立事業者に販売するほか、長期燃料供給契約を通じて、主にARCOブランドの直営販売店に販売している。ミッドストリーム部門は、精製物流資産、パイプライン、ターミナル、曳船、バージ船を通じて、再生可能ディーゼルやその他の炭化水素ベースの製品を含む原油や精製製品の収集、輸送、貯蔵、販売、天然ガスの収集、加工、輸送、天然ガス液の輸送、分別、貯蔵、販売を行っています。再生可能ディーゼル事業は、再生可能原料を再生可能ディーゼルに加工し、販売し、中流部門と第三者を通じて再生可能ディーゼルを販売している。再生可能ディーゼルは、卸売販売顧客、スポット市場の買い手、およびARCOブランドの直接販売店への長期供給契約を通じて販売している。Marathon Petroleum Corporationは1887年に設立され、オハイオ州フィンドレーに本社を置いている。
Marathon Petroleum Corporation 基礎のまとめ
| MPC 基礎統計学 | |
|---|---|
| 時価総額 | US$81.94b |
| 収益（TTM） | US$4.63b |
| 売上高(TTM) | US$135.95b |
17.9x
PER（株価収益率0.6x
P/SレシオMPC は割高か？
公正価値と評価分析を参照収益と収入
| MPC 損益計算書（TTM） | |
|---|---|
| 収益 | US$135.95b |
| 売上原価 | US$121.35b |
| 売上総利益 | US$14.60b |
| その他の費用 | US$9.97b |
| 収益 | US$4.63b |
直近の収益報告
Mar 31, 2026
次回決算日
Aug 04, 2026
| 一株当たり利益（EPS） | 15.85 |
| グロス・マージン | 10.74% |
| 純利益率 | 3.40% |
| 有利子負債／自己資本比率 | 137.3% |
MPC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.4%
現在の配当利回り25%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/09 04:17 |
| 終値 | 2026/07/09 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Marathon Petroleum Corporation 14 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29
| アナリスト | 機関 |
|---|---|
| Theresa Chen | Barclays |
| Phillip Jungwirth | BMO Capital Markets Equity Research |
| Jean Ann Salisbury | BofA Global Research |