Stifel raises MPLX stock price target to $58, maintains Buy rating

Published 04/02/2025, 23:22
Stifel raises MPLX stock price target to $58, maintains Buy rating

On Tuesday, Stifel analysts increased their price target on MPLX LP (NYSE:MPLX) shares to $58, up from the previous target of $49, while reiterating a Buy rating. The adjustment follows MPLX’s fourth-quarter results for 2024, which exceeded Stifel’s forecasts. According to InvestingPro data, MPLX has demonstrated strong momentum, with a 48.8% total return over the past year and is currently trading near its 52-week high of $53.55. MPLX has also disclosed a series of new initiatives that are expected to enhance its integrated Permian natural gas liquids (NGL) value chain.

According to Stifel’s analysis, MPLX is set to invest $2.5 billion in downstream projects. This significant capital expenditure includes the development of two new fractionation facilities (fracs), a liquefied petroleum gas (LPG) export terminal, and an expansion of an NGL pipeline. With a market capitalization of $53.4 billion and solid financials, including a healthy gross profit margin of 57.4%, MPLX appears well-positioned to execute these expansion plans. These projects are anticipated to provide a foundation for future growth and reinforce the resilience of the company’s cash flows.

Stifel’s commentary highlighted the company’s commitment to growth, noting that MPLX’s management has expressed a preference for using distribution growth as the primary method of returning capital to shareholders. InvestingPro analysis reveals that MPLX has maintained dividend payments for 13 consecutive years, currently offering a substantial 7.4% dividend yield. Get access to 10+ additional InvestingPro Tips and comprehensive financial analysis in the Pro Research Report, available exclusively to subscribers. Investors were told to expect consistent levels of growth moving forward. Stifel believes that the recent pattern of distribution increases could translate into at least 10% annual growth for MPLX over the next few years.

The firm’s continued support for MPLX is reflected in the maintained Buy rating and the increased price target. Stifel also reiterated MPLX’s position as a Select List pick, indicating strong confidence in the stock’s performance prospects.

In other recent news, MPLX reported an impressive fourth quarter, with earnings and revenue surpassing analyst expectations. The midstream energy company posted adjusted earnings per share of $1.07, outperforming the analyst estimate of $1.03. Revenue for the quarter was $3.06 billion, slightly higher than the consensus estimate of $3 billion.

In addition to its strong financial performance, MPLX also outlined its capital spending outlook for 2025, projecting total expenditures of $2.0 billion. This forecast includes $1.45 billion for Natural Gas and NGL Services growth capital, $250 million for Crude Oil and Products Logistics growth capital, and $300 million for maintenance capital.

These recent developments reflect the company’s continued focus on enhancing cash flow stability and creating long-term unitholder value. However, MPLX did not provide specific guidance for the upcoming quarter or fiscal year. Despite this, the company’s ability to exceed market expectations in both earnings and revenue, along with its detailed 2025 capital outlook, indicates a continued focus on growth and maintenance across its business segments.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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