L.M. Kohn & Company Trims Stake in Exxon Mobil Corporation $XOM

L.M. Kohn & Company lessened its position in shares of Exxon Mobil Corporation (NYSE:XOM) by 44.6% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 9,715 shares of the oil and gas company’s stock after selling 7,819 shares during the period. Exxon Mobil makes up approximately 1.3% of L.M. Kohn & Company’s portfolio, making the stock its 20th largest position. L.M. Kohn & Company’s holdings in Exxon Mobil were worth $1,095,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Lingohr Asset Management GmbH increased its stake in shares of Exxon Mobil by 669.1% in the 3rd quarter. Lingohr Asset Management GmbH now owns 62,757 shares of the oil and gas company’s stock valued at $7,076,000 after purchasing an additional 54,597 shares in the last quarter. Core Wealth Partners LLC raised its stake in shares of Exxon Mobil by 10.8% during the 3rd quarter. Core Wealth Partners LLC now owns 27,177 shares of the oil and gas company’s stock worth $3,064,000 after buying an additional 2,647 shares during the period. Berman McAleer LLC purchased a new position in shares of Exxon Mobil during the 3rd quarter valued at approximately $775,000. National Pension Service grew its stake in Exxon Mobil by 3.1% in the 3rd quarter. National Pension Service now owns 9,217,615 shares of the oil and gas company’s stock valued at $1,039,286,000 after acquiring an additional 275,625 shares during the period. Finally, Searle & CO. boosted its holdings in Exxon Mobil by 4.6% in the 3rd quarter. Searle & CO. now owns 81,082 shares of the oil and gas company’s stock worth $9,142,000 after buying an additional 3,530 shares during the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on XOM. Mizuho raised their target price on Exxon Mobil from $129.00 to $132.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Piper Sandler decreased their price objective on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Morgan Stanley dropped their target price on shares of Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating for the company in a report on Friday, January 23rd. BNP Paribas Exane raised shares of Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 target price on the stock in a research note on Monday, December 8th. Finally, Wells Fargo & Company upped their price target on Exxon Mobil from $156.00 to $158.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Exxon Mobil presently has an average rating of “Moderate Buy” and an average price target of $133.93.

Insider Activity

In other Exxon Mobil news, VP Darrin L. Talley sold 3,000 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total transaction 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 0.03% of the company’s stock.

Exxon Mobil Stock Performance

Shares of Exxon Mobil stock opened at $141.43 on Friday. The firm 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. Exxon Mobil Corporation has a 52 week low of $97.80 and a 52 week high of $142.34. The business’s fifty day simple moving average is $122.80 and its 200-day simple moving average is $116.10.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $0.08. The firm had revenue of $82.31 billion for 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%. Exxon Mobil’s revenue was down 1.3% on a year-over-year basis. During the same period in the previous year, the firm earned $1.67 EPS. Equities analysts forecast that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Announces Dividend

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

Key Headlines Impacting Exxon Mobil

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

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.