Core Viewpoint - Marathon Petroleum is set to release its earnings on November 4, 2025, with projected EPS of $2.87, indicating a significant year-over-year increase of 53.48%, while revenue is expected to decline by 12.88% to $30.82 billion [2] Group 1: Earnings and Revenue Projections - The full-year earnings projection for Marathon Petroleum is $9.03 per share, reflecting a decrease of 5.05% from the previous year, with total revenue expected to be $124.98 billion, down 10.99% [3] - The upcoming earnings release is highly anticipated by the investment community, with a focus on the company's performance metrics [2] Group 2: Analyst Estimates and Stock Performance - Recent modifications to analyst estimates for Marathon Petroleum indicate changing business trends, with positive changes reflecting analyst optimism [4] - The Zacks Rank system currently rates Marathon Petroleum as 2 (Buy), with a consensus EPS projection that has increased by 20.03% in the past 30 days [6] Group 3: Valuation Metrics - Marathon Petroleum has a Forward P/E ratio of 20.03, which is higher than the industry average of 15.46 [7] - The company's PEG ratio stands at 3.04, compared to the industry average of 1.52, indicating a premium valuation relative to expected earnings growth [8] Group 4: Industry Context - The Oil and Gas - Refining and Marketing industry, which includes Marathon Petroleum, holds a Zacks Industry Rank of 21, placing it in the top 9% of over 250 industries [9]

Group 1 - Galp Energia SGPS SA is part of the Oils-Energy group, which ranks 14 within the Zacks Sector Rank, indicating its relative strength among 16 sector groups [2] - The Zacks Rank for Galp Energia is 2 (Buy), suggesting a positive outlook based on earnings estimates and revisions [3] - Over the past 90 days, the Zacks Consensus Estimate for Galp Energia's full-year earnings has increased by 25.4%, reflecting improved analyst sentiment [4] Group 2 - Year-to-date, Galp Energia has gained approximately 12.1%, outperforming the average return of 2% for Oils-Energy companies [4] - Galp Energia belongs to the Oil and Gas - Refining and Marketing industry, which ranks 21 in the Zacks Industry Rank, with an average gain of 11.1% this year [6] - Other notable performers in the Oils-Energy sector include Marathon Petroleum, which has seen a year-to-date increase of 29.7% [5]

Core Viewpoint - Marathon Petroleum (MPC) is experiencing fluctuations in stock performance, with a recent trading price of $191.54, reflecting a -1.02% change from the previous day, while the company is set to report earnings on November 4, 2025, with significant projected growth in EPS but a decline in revenue compared to the previous year [1][2]. Company Performance - The shares of Marathon Petroleum have increased by 6.8% over the last month, outperforming the Oils-Energy sector's gain of 3.6% and the S&P 500's gain of 4.06% [1]. - The upcoming EPS is projected at $2.94, indicating a 57.22% increase compared to the same quarter of the previous year, while revenue is expected to be $30.82 billion, showing a 12.88% drop from the year-ago quarter [2]. - For the entire fiscal year, earnings are estimated at $9.04 per share and revenue at $124.98 billion, reflecting changes of -4.94% and -10.99% respectively from the previous year [3]. Analyst Estimates - Recent changes to analyst estimates for Marathon Petroleum indicate evolving short-term business trends, with upward revisions suggesting analysts' positivity towards the company's operations [4]. - The Zacks Rank system, which incorporates estimate changes, currently ranks Marathon Petroleum at 3 (Hold), with a recent 20.27% increase in the Zacks Consensus EPS estimate [6]. Valuation Metrics - Marathon Petroleum is trading at a Forward P/E ratio of 21.4, which is a premium compared to its industry's Forward P/E of 16.25 [7]. - The company has a PEG ratio of 3.25, significantly higher than the industry average PEG ratio of 1.57, indicating a disparity in expected earnings growth [7]. Industry Context - The Oil and Gas - Refining and Marketing industry, part of the Oils-Energy sector, ranks in the top 10% of all industries according to the Zacks Industry Rank, which measures the strength of industry groups [8].

Group 1 - Major U.S. oil companies and their executives have been sanctioned by a Houthi-affiliated body for allegedly violating a Houthi embargo [1][3] - The Humanitarian Operations Coordination Center (HOCC) sanctioned 13 U.S. oil companies, nine executives, and two assets linked to the U.S. [3] - Companies affected include ExxonMobil, Chevron, ConocoPhillips, Phillips 66, Marathon Petroleum, Valero, and Occidental, along with their top executives [4] Group 2 - The sanctions are described as a response to U.S. sanctions, with the Houthis claiming the action is based on the principle of reciprocity [5] - The geopolitical context includes ongoing events in the Middle East, such as the Israeli offensive in Gaza and the re-imposition of UN sanctions on Iran [6] - The Houthis also claimed responsibility for an attack on a Netherlands-flagged cargo ship, indicating a potential escalation in maritime security risks [7]

Group 1 - Marathon Petroleum (NYSE: MPC) has produced a 50% total return since the last write-up on Christmas Eve 2024, attributed to its low valuation and MPLX ownership [1] - The investment strategy focuses on fundamental analysis, targeting individual issues and asset classes that are out of favor, presenting a favorable risk/reward trade-off [1] Group 2 - The author has no current stock, option, or similar derivative positions in any mentioned companies and does not plan to initiate any within the next 72 hours [2] - The article expresses the author's own opinions and is not compensated beyond Seeking Alpha [2]

Core Points - Madison Pacific Properties Inc. announces changes to its Board of Directors, effective September 30, 2025 [1] - Mark Elliott and Jonathan Rees will step down from the Board after many years of service, with Elliott serving over 12 years and Rees over 6 years [2] - Alistair Duncan, Jr. and Robert Wiens will be appointed to the Board, bringing extensive experience in corporate governance and strategic development [3] Board Changes - Mark Elliott will step down as a director and has served as Chairman of the Audit Committee for 9 years [2] - Jonathan Rees will also step down after providing over 6 years of dedicated service [2] - The Company expresses gratitude for the significant contributions of both Elliott and Rees [2] New Appointments - Alistair Duncan, Jr. is currently the President and CEO of viDA Therapeutics Inc. and has prior experience as President and CEO of Chromos Molecular Systems Inc. [4] - Robert Wiens has over 30 years of management experience, including roles as CFO of D-Wave Systems and Managing Partner at Arthur Andersen & Co. [5] - Both Duncan and Wiens have familiarity with the Company's business, having served as directors of Metro Vancouver Properties Corp. prior to its privatization in 2024 [6]

All right, let's do another move. Uh, it's from Joe. You sold Marathon Petroleum, right.It's still in the ETF, right. In the context, this was personal trade and stocks up 31% this year. So, give me more.This is within the context of the refiner trade that I put on early in August. I sprinkled money towards Philip 66, Marathon Petroleum, and Valero. I said yesterday on the show I was going to do some selling in each of those. What I ultimately decided to do was sell Marathon in its entirety.Keep Phillips. K ...

Group 1 - Marathon Petroleum was sold entirely by the company, which had seen a stock increase of 31% this year [1] - The refiner trade initiated in August included investments in Phillips 66, Marathon Petroleum, and Valero, with a decision to sell Marathon [1] - Valero is considered the best in breed among refiners, supported by price performance [2] Group 2 - Phillips 66 is viewed positively due to its potential turnaround, bolstered by an activist stake from Elliot Management, which holds two board seats [2] - Phillips 66 recently acquired the remaining 50% ownership of WRB Refining from Senovas, with a valuation around four times IBIDA, compared to a typical seven times IBIDA for such deals [2][3] - The acquisition is seen as a strong valuation move, with expectations for mean reversion in Phillips 66's performance [3]

Group 1 - Piper Sandler raised the target price for Marathon Oil Corporation from $184 to $222 [1]

Core Points - Marathon Petroleum Corp. (MPC) will host a conference call on November 4, 2025, at 11 a.m. EST to discuss its third-quarter financial results for 2025 [1] - Interested parties can access the conference call via MPC's website, where a replay will be available for two weeks [2] - MPC is a leading integrated downstream and midstream energy company, operating the largest refining system in the U.S. and owning a significant interest in MPLX LP, a midstream company [3] Financial Information - The board of directors has declared a quarterly dividend of $0.91 per share on common stock [5] - The second-quarter net income attributable to MPC was reported at $1.2 billion, or $3.96 per diluted share, with adjusted EBITDA of $3.3 billion driven by refining activities [4]