FY2025 EPS Estimates for Mplx Boosted by US Capital Advisors

Mplx Lp (NYSE:MPLX) – Equities researchers at US Capital Advisors raised their FY2025 EPS estimates for shares of Mplx in a research note issued to investors on Monday, February 2nd. US Capital Advisors analyst J. Carreker now forecasts that the pipeline company will earn $4.70 per share for the year, up from their prior forecast of $4.68. The consensus estimate for Mplx’s current full-year earnings is $4.41 per share. US Capital Advisors also issued estimates for Mplx’s Q4 2025 earnings at $1.05 EPS.

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

Several other equities research analysts have also weighed in on MPLX. JPMorgan Chase & Co. reaffirmed a “neutral” rating and issued a $57.00 target price on shares of Mplx in a research report on Monday, December 1st. Zacks Research upgraded shares of Mplx from a “strong sell” rating to a “hold” rating in a research report on Thursday, November 6th. Morgan Stanley lifted their price objective on shares of Mplx from $60.00 to $62.00 and gave the company an “equal weight” rating in a research report on Tuesday, November 25th. Barclays boosted their target price on shares of Mplx from $53.00 to $55.00 and gave the company an “overweight” rating in a research note on Monday, November 17th. Finally, Raymond James Financial lowered shares of Mplx from an “outperform” rating to a “market perform” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $59.00.

Mplx Trading Up 0.5%

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

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in MPLX. Alps Advisors Inc. lifted its position in Mplx by 1.2% in the third quarter. Alps Advisors Inc. now owns 26,409,654 shares of the pipeline company’s stock worth $1,319,162,000 after purchasing an additional 325,451 shares during the period. Invesco Ltd. raised its stake in shares of Mplx by 0.7% in the 3rd quarter. Invesco Ltd. now owns 19,561,938 shares of the pipeline company’s stock worth $977,119,000 after buying an additional 143,361 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of Mplx by 8.3% in the second quarter. Bank of America Corp DE now owns 9,873,619 shares of the pipeline company’s stock valued at $508,590,000 after buying an additional 757,569 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Mplx by 4.4% during the third quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,060,024 shares of the pipeline company’s stock valued at $352,648,000 after buying an additional 300,321 shares in the last quarter. Finally, Energy Income Partners LLC grew its holdings in Mplx by 2.1% during the third quarter. Energy Income Partners LLC now owns 5,659,885 shares of the pipeline company’s stock worth $282,711,000 after acquiring an additional 118,090 shares during the period. 24.25% of the stock is currently owned by institutional investors.

Mplx Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Shareholders of record on Monday, February 9th will be paid a dividend of $1.0765 per share. The ex-dividend date of this dividend is Monday, February 9th. This represents a $4.31 annualized dividend and a yield of 7.8%. Mplx’s dividend payout ratio (DPR) is presently 89.42%.

Key Mplx News

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

About Mplx

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.