Mplx FY2027 EPS Estimate Lifted by US Capital Advisors

Mplx Lp (NYSE:MPLX) – Research analysts at US Capital Advisors upped their FY2027 EPS estimates for shares of Mplx in a research report issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now expects that the pipeline company will post earnings per share of $4.33 for the year, up from their previous estimate of $4.28. The consensus estimate for Mplx’s current full-year earnings is $4.41 per share.

Several other analysts also recently commented on the stock. Raymond James Financial downgraded shares of Mplx from an “outperform” rating to a “market perform” rating in a report on Monday, January 5th. Royal Bank Of Canada upped their price objective on shares of Mplx from $58.00 to $60.00 and gave the stock an “outperform” rating in a research report on Friday, November 21st. Morgan Stanley lifted their target price on shares of Mplx from $60.00 to $62.00 and gave the stock an “equal weight” rating in a research report on Tuesday, November 25th. JPMorgan Chase & Co. restated a “neutral” rating and issued a $57.00 target price on shares of Mplx in a research note on Monday, December 1st. Finally, Zacks Research raised Mplx from a “strong sell” rating to a “hold” rating in a research report on Thursday, November 6th. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $59.00.

Mplx Stock Up 0.5%

Shares of NYSE:MPLX opened at $55.55 on Thursday. The company has a quick ratio of 1.26, a current ratio of 1.31 and a debt-to-equity ratio of 1.66. The stock has a market cap of $56.50 billion, a price-to-earnings ratio of 11.52, a PEG ratio of 4.98 and a beta of 0.57. The business’s 50 day moving average is $54.59 and its 200 day moving average is $52.11. Mplx has a 12-month low of $44.60 and a 12-month high of $57.15.

Mplx (NYSE:MPLX) last issued its quarterly earnings data on Tuesday, February 3rd. The pipeline company reported $1.17 EPS for the quarter, topping analysts’ consensus estimates of $1.10 by $0.07. Mplx had a return on equity of 34.56% and a net margin of 37.79%.The firm had revenue of $3.10 billion during the quarter, compared to analyst estimates of $3.23 billion. During the same period in the previous year, the company posted $1.07 EPS. The company’s revenue for the quarter was up 6.2% on a year-over-year basis.

Institutional Trading of Mplx

Several hedge funds have recently made changes to their positions in MPLX. Chickasaw Capital Management LLC raised its stake in Mplx by 2.2% in the 3rd quarter. Chickasaw Capital Management LLC now owns 5,611,824 shares of the pipeline company’s stock valued at $280,311,000 after acquiring an additional 120,216 shares during the period. Fort Washington Investment Advisors Inc. OH purchased a new stake in shares of Mplx during the 3rd quarter valued at approximately $990,000. Natixis boosted its holdings in Mplx by 1,585.3% in the 2nd quarter. Natixis now owns 403,758 shares of the pipeline company’s stock worth $20,798,000 after buying an additional 379,800 shares during the period. Catalyst Capital Advisors LLC grew its stake in Mplx by 4.2% in the 2nd quarter. Catalyst Capital Advisors LLC now owns 364,486 shares of the pipeline company’s stock valued at $18,775,000 after buying an additional 14,524 shares in the last quarter. Finally, Bridges Investment Management Inc. raised its holdings in Mplx by 53.2% during the 3rd quarter. Bridges Investment Management Inc. now owns 103,351 shares of the pipeline company’s stock valued at $5,162,000 after acquiring an additional 35,869 shares during the period. 24.25% of the stock is currently owned by institutional investors.

Mplx Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, February 17th. Investors of record on Monday, February 9th will be issued a $1.0765 dividend. This represents a $4.31 dividend on an annualized basis and a dividend yield of 7.8%. The ex-dividend date of this dividend is Monday, February 9th. Mplx’s payout ratio is 89.42%.

Mplx News Summary

Here are the key news stories impacting Mplx this week:

• Positive Sentiment: Q4 earnings beat and strong profitability — MPLX reported $1.17 EPS vs. $1.10 consensus and showed high net margin and ROE, signaling cash-generative operations that support distributions. PR Newswire: Q4 and FY2025 Results
• Positive Sentiment: Large capital returns and balance-sheet strength — MPLX reported $4.4B returned to unitholders in 2025 and strong full‑year adjusted EBITDA, supporting yield and investor income expectations. PR Newswire: Q4 and FY2025 Results
• Positive Sentiment: Growth plan focused on natural gas/NGLs — management signaled a $2.4B 2026 organic capital plan with ~90% allocated to natural gas and NGL services and targeted mid‑single-digit adjusted EBITDA growth, positioning MPLX to capture value from growing gas flows. Seeking Alpha: 2026 Capital Plan
• Positive Sentiment: Analyst estimate revisions upward — US Capital Advisors raised several near‑term and full‑year EPS projections (Q1–Q4 2026 and FY2026/FY2025), reflecting confidence in cash flow and reinforcing buy-side sentiment. MarketBeat: Analyst Notes on MPLX
• Neutral Sentiment: Revenue slightly missed consensus — revenue was $3.10B vs. $3.23B expected, indicating some top‑line pressure even as margins drove the beat; investors will watch volumes and fee-based performance next quarters. Investing.com: Q4 Results Coverage
• Neutral Sentiment: Full materials and call transcripts available — management commentary and the slide deck (transcript/slide links) provide detail on project timing, returns and distribution outlook for investors doing deeper diligence. Seeking Alpha: Earnings Presentation & Transcript
• Negative Sentiment: Growth is steady but not aggressive — management’s guidance centers on mid‑single‑digit adjusted EBITDA growth (not rapid expansion), and some analysts’ FY2026 forecasts remain below consensus, which could cap upside if macro or commodity dynamics weaken. PR Newswire: Q4 and FY2025 Results

Mplx Company Profile

MPLX LP (NYSE: MPLX) is a midstream master limited partnership that owns, operates and develops energy infrastructure primarily across the United States. The company provides a range of midstream services including the gathering, transportation, storage and distribution of crude oil, refined petroleum products, natural gas and natural gas liquids (NGLs). MPLX also operates processing and fractionation facilities and supplies logistics services that connect producers, refiners and end-use markets.

The partnership’s asset base includes pipelines, storage terminals, rail and marine facilities, natural gas processing plants and NGL fractionators.