Cinctive Capital Management LP Buys 30,872 Shares of Marathon Petroleum Corporation $MPC

Cinctive Capital Management LP increased its stake in Marathon Petroleum Corporation (NYSE:MPC) by 47.7% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 95,615 shares of the oil and gas company’s stock after buying an additional 30,872 shares during the quarter. Marathon Petroleum comprises approximately 0.9% of Cinctive Capital Management LP’s holdings, making the stock its 22nd largest holding. Cinctive Capital Management LP’s holdings in Marathon Petroleum were worth $18,429,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in shares of Marathon Petroleum by 30.9% in the 4th quarter. Brighton Jones LLC now owns 4,988 shares of the oil and gas company’s stock worth $696,000 after acquiring an additional 1,178 shares during the last quarter. Woodline Partners LP lifted its stake in Marathon Petroleum by 38.3% in the first quarter. Woodline Partners LP now owns 26,697 shares of the oil and gas company’s stock worth $3,889,000 after purchasing an additional 7,396 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Marathon Petroleum by 26.6% during the second quarter. Sivia Capital Partners LLC now owns 2,221 shares of the oil and gas company’s stock valued at $369,000 after buying an additional 466 shares during the period. Oak Harvest Investment Services purchased a new position in shares of Marathon Petroleum during the second quarter valued at approximately $213,000. Finally, Commonwealth of Pennsylvania Public School Empls Retrmt SYS grew its stake in shares of Marathon Petroleum by 4.3% during the second quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 75,346 shares of the oil and gas company’s stock valued at $12,516,000 after buying an additional 3,081 shares during the last quarter. 76.77% of the stock is owned by hedge funds and other institutional investors.

More Marathon Petroleum News

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 Price Performance

Shares of MPC stock opened at $226.06 on Friday. Marathon Petroleum Corporation has a twelve month low of $115.10 and a twelve month high of $236.10. The company has a current ratio of 1.26, a quick ratio of 0.74 and a debt-to-equity ratio of 1.27. The stock has a fifty day simple moving average of $193.11 and a two-hundred day simple moving average of $188.25. The stock has a market capitalization of $66.63 billion, a price-to-earnings 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 results on Tuesday, February 3rd. The oil and gas company reported $4.07 EPS for the quarter, beating the consensus estimate of $3.73 by $0.34. The firm 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 business’s revenue for the quarter was down .1% on a year-over-year basis. During the same quarter last year, the firm posted $0.77 earnings per share. On average, analysts predict that Marathon Petroleum Corporation will post 8.47 EPS for the current fiscal year.

Marathon Petroleum Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Wednesday, February 18th were issued a $1.00 dividend. The ex-dividend date was Wednesday, February 18th. This represents a $4.00 annualized dividend and a dividend yield of 1.8%. Marathon Petroleum’s payout ratio is currently 29.96%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on MPC. Zacks Research lowered Marathon Petroleum from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 20th. Citigroup increased their target price on Marathon Petroleum from $182.00 to $210.00 and gave the stock a “neutral” rating in a research note on Monday, February 9th. Wells Fargo & Company boosted their target price on shares of Marathon Petroleum from $213.00 to $217.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Piper Sandler cut their price target on shares of Marathon Petroleum from $231.00 to $184.00 and set a “neutral” rating on the stock in a report on Thursday, January 8th. Finally, BMO Capital Markets raised their price target on shares of Marathon Petroleum from $225.00 to $230.00 and gave the stock an “outperform” rating in a research note on Tuesday, March 3rd. Eleven equities research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $204.25.

Insider Buying and Selling at Marathon Petroleum

In other news, insider Ricky D. Hessling sold 1,037 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The shares were sold at an average price of $229.08, for a total value of $237,555.96. Following the completion of the sale, the insider owned 9,151 shares of the company’s stock, valued at approximately $2,096,311.08. This represents a 10.18% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.21% of the company’s stock.

Marathon Petroleum Company 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.