Marathon Petroleum stock draws a USD 472 Goldman target

Published on 09/25/2026 at 12:27 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Marathon Petroleum stock reported Q2 EPS of USD 17.73 on August 4, 2026, versus USD 14.27 consensus. Third-quarter results are scheduled for November 3, 2026.

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Marathon Petroleum (ISIN US56585A1025) was trading at USD 390.95 on the NYSE on September 24, 2026, up 0.66 percent from the prior close of USD 388.38. The latest analyst revision gives the stock a clear reference point: Goldman Sachs raised its price target to USD 472.

Goldman raises the target

On September 21, 2026, Goldman Sachs lifted its Marathon Petroleum price target from USD 376 to USD 472 and maintained a Buy rating, according to MarketBeat. The new target is 20.7 percent above the September 24 price.

The broader analyst comparison is less aggressive. The same MarketBeat report lists a consensus price target of USD 355.12 and a Moderate Buy rating, placing the consensus target below the latest NYSE quotation.

Q2 earnings beat estimates

Marathon Petroleum's second-quarter 2026 results, released on August 4, 2026, showed diluted EPS of USD 17.73 against consensus of USD 14.27, a beat of USD 3.46, according to MarketBeat. The earnings surprise is the clearest fundamental support for the current valuation discussion.

Quarterly revenue reached USD 51.99 billion, up 53.5 percent from the same quarter a year earlier, while attributable net income totaled USD 5.1 billion. Marathon Petroleum also reported adjusted EBITDA of USD 8.5 billion for the quarter, according to MarketBeat.

Next results arrive November 3

Marathon Petroleum has scheduled its third-quarter 2026 financial results discussion for November 3, 2026, at 11:00 a.m. ET, the company said in a September 17, 2026 release published on its investor-relations site at Marathon Petroleum. That report will provide the next dated test of refining profitability after the Q2 earnings beat.

Trading range stays wide

Marathon Petroleum's September 24 quotation stood at USD 390.95, with a session high of USD 401.08 and a session low of USD 387.74. The 52-week range was USD 161.93 to USD 431.08, while market capitalization stood at USD 114,132,770,150 and volume reached 2,086,059 shares on the same date.