US Capital Advisors Estimates Mplx’s Q1 Earnings (NYSE:MPLX)

Mplx Lp (NYSE:MPLX) – US Capital Advisors raised their Q1 2026 EPS estimates for Mplx in a report issued on Monday, February 2nd. US Capital Advisors analyst J. Carreker now anticipates that the pipeline company will post earnings per share of $1.01 for the quarter, up from their prior forecast of $0.99. The consensus estimate for Mplx’s current full-year earnings is $4.41 per share. US Capital Advisors also issued estimates for Mplx’s Q2 2026 earnings at $1.03 EPS, Q3 2026 earnings at $1.05 EPS, Q4 2026 earnings at $1.08 EPS and FY2026 earnings at $4.17 EPS.

Mplx (NYSE:MPLX) last released 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 business had revenue of $3.10 billion during the quarter, compared to the consensus estimate of $3.23 billion. During the same period in the prior year, the firm posted $1.07 EPS. The business’s revenue for the quarter was up 6.2% on a year-over-year basis.

MPLX has been the subject of a number of other research reports. Morgan Stanley increased 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. Raymond James Financial lowered shares of Mplx from an “outperform” rating to a “market perform” rating in a research report on Monday, January 5th. JPMorgan Chase & Co. restated a “neutral” rating and set a $57.00 target price on shares of Mplx in a report on Monday, December 1st. Zacks Research upgraded Mplx from a “strong sell” rating to a “hold” rating in a report on Thursday, November 6th. Finally, Barclays raised their price objective on Mplx from $53.00 to $55.00 and gave the company an “overweight” rating in a research report on Monday, November 17th. One investment analyst has rated the stock with a Strong Buy rating, four have assigned a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $58.83.

Mplx Price Performance

MPLX stock opened at $56.41 on Wednesday. The company has a market cap of $57.37 billion, a PE ratio of 11.70, a price-to-earnings-growth ratio of 5.01 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 has a 50-day moving average price of $54.64 and a two-hundred day moving average price of $52.14. Mplx has a 12-month low of $44.60 and a 12-month high of $57.15.

Mplx Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, February 17th. Stockholders of record on Monday, February 9th will be paid a dividend of $1.0765 per share. This represents a $4.31 annualized dividend and a dividend yield of 7.6%. The ex-dividend date is Monday, February 9th. Mplx’s dividend payout ratio is 89.42%.

Institutional Trading of Mplx

Several institutional investors have recently added to or reduced their stakes in the stock. Belfer Management LLC increased its position in shares of Mplx by 2.4% in the 4th quarter. Belfer Management LLC now owns 7,849 shares of the pipeline company’s stock worth $419,000 after purchasing an additional 181 shares during the last quarter. Trueblood Wealth Management LLC increased its holdings in Mplx by 1.9% in the fourth quarter. Trueblood Wealth Management LLC now owns 9,736 shares of the pipeline company’s stock valued at $520,000 after buying an additional 186 shares during the last quarter. Wealthstar Advisors LLC raised its stake in Mplx by 1.5% during the fourth quarter. Wealthstar Advisors LLC now owns 12,598 shares of the pipeline company’s stock valued at $672,000 after buying an additional 190 shares in the last quarter. Cobblestone Capital Advisors LLC NY lifted its holdings in Mplx by 4.0% during the 3rd quarter. Cobblestone Capital Advisors LLC NY now owns 5,198 shares of the pipeline company’s stock worth $260,000 after buying an additional 198 shares during the last quarter. Finally, Bessemer Group Inc. grew its position in shares of Mplx by 0.8% in the 2nd quarter. Bessemer Group Inc. now owns 25,081 shares of the pipeline company’s stock worth $1,291,000 after acquiring an additional 200 shares in the last quarter. 24.25% of the stock is owned by institutional investors and hedge funds.

Key Mplx News

Here are the key news stories impacting Mplx this week:

• Positive Sentiment: MPLX beat Q4 EPS expectations (reported $1.17 vs. $1.10 consensus), showing strong margins and ROE — a primary catalyst for the stock’s positive reaction. MPLX beats Q4 expectations as natural gas investments pay off
• Positive Sentiment: MPLX signaled an aggressive 2026 capital plan (~$2.4B) with ~90% of spending targeted to natural gas and NGL services and mid‑teens return targets — supports earnings growth and the company’s strategy shift. MPLX signals $2.4B 2026 capital plan
• Positive Sentiment: Analyst lifts: US Capital Advisors increased quarterly and FY estimates (including FY2026/FY2027 upgrades), which supports forward EPS expectations and reinforces the market’s constructive view. FY2025 EPS Estimates for Mplx Boosted by US Capital Advisors
• Neutral Sentiment: MPLX priced $1.5B of unsecured senior notes (5.300% due 2036, 6.100% due 2056) to repay $1.5B of 1.75% notes maturing March 2026 — this materially extends maturities and removes near‑term refinancing risk but raises interest cost vs the maturing paper. MPLX LP prices $1.5 billion senior notes offering
• Neutral Sentiment: Earnings materials and the full Q4 call transcript are available — useful for drilling into segment-level volumes, contract rollover, and guidance. MPLX LP Common Units 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Revenue missed consensus (Q4 revenue $3.10B vs. ~$3.23B est.), which could signal soft volumes or pricing in parts of the business despite the EPS beat — a risk to future top‑line growth and margin sustainability. MPLX Q4 Earnings Summary & Key Takeaways

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.