Exxon Mobil (NYSE:XOM) Shares Up 2.2% on Analyst Upgrade

Exxon Mobil Corporation (NYSE:XOM)’s share price traded up 2.2% on Thursday after Bank of America raised their price target on the stock from $129.00 to $135.00. Bank of America currently has a neutral rating on the stock. Exxon Mobil traded as high as $142.34 and last traded at $140.6670. 35,708,652 shares traded hands during mid-day trading, an increase of 81% from the average session volume of 19,709,930 shares. The stock had previously closed at $137.58.

A number of other analysts have also recently weighed in on the company. Barclays increased their price objective on Exxon Mobil from $130.00 to $140.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Scotiabank reaffirmed an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. Morgan Stanley lowered their price objective on shares of Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Piper Sandler cut their price objective on shares of Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating for the company in a research report on Thursday, January 8th. Finally, Weiss Ratings restated a “hold (c)” rating on shares of Exxon Mobil in a research note on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $133.93.

Insider Activity at Exxon Mobil

In related news, VP Darrin L. Talley sold 3,000 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total value of $351,570.00. Following the sale, the vice president owned 28,584 shares in the company, valued at $3,349,758.96. This represents a 9.50% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.03% of the stock is owned by company insiders.

Key Exxon Mobil News

Here are the key news stories impacting Exxon Mobil this week:

• Positive Sentiment: Q4 EPS beat: Adjusted EPS of $1.71 topped consensus (roughly $1.63–$1.68), giving the stock an earnings-driven lift into the session. Exxon Mobil Q4 Earnings Beat Estimates on Higher Production
• Positive Sentiment: Record/low‑cost production and cost savings: Strong output from the Permian and Guyana plus reported cost efficiencies boosted margins and offset weaker crude prices. That supports near‑term cash flow and shareholder returns. Exxon Mobil beats profit estimates on record production, cost savings
• Positive Sentiment: Refining resilience and shareholder returns: Management highlighted refining margin strength and reiterated capital allocation/return plans in its press materials and slide deck, supporting yield and buyback expectations. View Slide Deck / Press Release
• Neutral Sentiment: CEO commentary on Venezuela: Darren Woods said Exxon would consider Venezuela only if political conditions change, which keeps a sizeable resource base off the immediate investment table — a strategic comment that is more about long‑term optionality than near‑term earnings. Exxon CEO says Venezuela needs to transition to democracy for oil investment to make sense
• Neutral Sentiment: Analyst optimism: Some firms (e.g., Bank of America coverage) are forecasting upside over time, which can support multiple expansion, but that is conditional on execution and commodity prices. Bank of America Forecasts Strong Price Appreciation for Exxon Mobil
• Negative Sentiment: Annual profits and oil‑price headwinds: Full‑year 2025 results were down versus 2024 (non‑GAAP EPS and GAAP earnings declined), and crude oil fell ~20% in 2025 — a clear headwind to upstream margins if prices stay depressed. ExxonMobil Announces 2025 Results
• Negative Sentiment: Upstream sensitivity: Analysts warned pre‑earnings that lower crude prices would pressure upstream earnings; sustained lower pricing remains the main risk to future beats. Exxon Q4 preview: Crude price headwinds to hit Exxon’s upstream earnings

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in XOM. Maryland State Retirement & Pension System boosted its holdings in Exxon Mobil by 2.6% in the third quarter. Maryland State Retirement & Pension System now owns 215,892 shares of the oil and gas company’s stock valued at $24,342,000 after acquiring an additional 5,573 shares during the last quarter. Linscomb Wealth Inc. raised its holdings in shares of Exxon Mobil by 1.4% in the 2nd quarter. Linscomb Wealth Inc. now owns 389,769 shares of the oil and gas company’s stock worth $42,017,000 after purchasing an additional 5,527 shares during the period. U.S. Capital Wealth Advisors LLC lifted its stake in shares of Exxon Mobil by 3.3% in the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 306,658 shares of the oil and gas company’s stock valued at $34,576,000 after purchasing an additional 9,831 shares in the last quarter. Capital Counsel LLC NY grew its holdings in shares of Exxon Mobil by 0.9% during the 2nd quarter. Capital Counsel LLC NY now owns 49,687 shares of the oil and gas company’s stock worth $5,356,000 after purchasing an additional 460 shares during the period. Finally, OneAscent Wealth Management LLC increased its position in Exxon Mobil by 116.7% during the 2nd quarter. OneAscent Wealth Management LLC now owns 7,657 shares of the oil and gas company’s stock worth $825,000 after purchasing an additional 4,123 shares in the last quarter. Hedge funds and other institutional investors own 61.80% of the company’s stock.

Exxon Mobil Price Performance

The stock has a market cap of $596.43 billion, a PE ratio of 20.56, a price-to-earnings-growth ratio of 14.84 and a beta of 0.37. The company has a quick ratio of 0.79, a current ratio of 1.14 and a debt-to-equity ratio of 0.12. The company’s fifty day moving average is $122.80 and its 200 day moving average is $116.10.

Exxon Mobil (NYSE:XOM) last released its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.63 by $0.08. The company had revenue of $82.31 billion during the quarter, compared to analyst estimates of $77.98 billion. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. The business’s quarterly revenue was down 1.3% compared to the same quarter last year. During the same quarter in the prior year, the business earned $1.67 earnings per share. As a group, sell-side analysts anticipate that Exxon Mobil Corporation will post 7.43 earnings per share for the current fiscal year.

Exxon Mobil Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th will be paid a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Thursday, February 12th. Exxon Mobil’s payout ratio is currently 59.88%.

About Exxon Mobil

Exxon Mobil Corporation (NYSE: XOM) is an integrated oil and gas company engaged in the exploration, production, refining, distribution and marketing of petroleum products and the manufacture and sale of petrochemicals. Its operations span the full energy value chain, including upstream exploration and development of crude oil and natural gas; midstream transportation and storage; and downstream refining, product distribution and retail. The company also produces a broad range of chemical products for industrial and consumer applications.

ExxonMobil markets fuels and lubricants under well-known brands such as Exxon, Mobil and Esso, and its Mobil 1 motor oil is a prominent consumer product.