FY2026 EPS Estimates for Exxon Mobil Increased by Analyst

Exxon Mobil Corporation (NYSE:XOM) – Investment analysts at Erste Group Bank increased their FY2026 EPS estimates for shares of Exxon Mobil in a research report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now anticipates that the oil and gas company will earn $7.07 per share for the year, up from their prior estimate of $6.81. The consensus estimate for Exxon Mobil’s current full-year earnings is $7.43 per share. Erste Group Bank also issued estimates for Exxon Mobil’s FY2027 earnings at $8.34 EPS.

Other research analysts also recently issued research reports about the company. Loop Capital set a $123.00 target price on Exxon Mobil in a research note on Tuesday, February 3rd. Bank of America upped their price target on Exxon Mobil from $135.00 to $151.00 and gave the company a “neutral” rating in a research report on Monday, March 2nd. Jefferies Financial Group increased their price target on shares of Exxon Mobil from $146.00 to $148.00 and gave the stock a “buy” rating in a report on Wednesday, December 10th. Zacks Research raised shares of Exxon Mobil from a “strong sell” rating to a “hold” rating in a research note on Friday, January 30th. Finally, BNP Paribas Exane lowered shares of Exxon Mobil from a “neutral” rating to an “underperform” rating and set a $125.00 target price on the stock. in a report on Tuesday, February 3rd. Nine investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $151.00.

Exxon Mobil Price Performance

Exxon Mobil stock opened at $171.17 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. Exxon Mobil has a one year low of $97.80 and a one year high of $171.23. The firm has a market capitalization of $713.22 billion, a P/E ratio of 25.59, a PEG ratio of 1.27 and a beta of 0.35. The business has a fifty day moving average price of $149.30 and a 200-day moving average price of $128.13.

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 for the quarter, beating analysts’ consensus estimates of $1.63 by $0.08. The business had revenue of $80.04 billion during the quarter, compared to analyst estimates of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. Exxon Mobil’s revenue was down 1.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 EPS.

Exxon Mobil Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were given a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.4%. The ex-dividend date was Thursday, February 12th. Exxon Mobil’s dividend payout ratio (DPR) is 61.58%.

Insider Activity at Exxon Mobil

In other news, VP Darrin L. Talley sold 5,000 shares of the business’s stock in a transaction dated Monday, February 2nd. The stock was sold at an average price of $139.75, for a total transaction of $698,750.00. Following the completion of the transaction, the vice president owned 23,584 shares of the company’s stock, valued at approximately $3,295,864. The trade was a 17.49% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders sold a total of 11,460 shares of company stock worth $1,687,854 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Exxon Mobil

Several hedge funds have recently bought and sold shares of XOM. Berbice Capital Management LLC bought a new position in Exxon Mobil in the fourth quarter valued at $26,000. Midwest Capital Advisors LLC bought a new stake in Exxon Mobil during the fourth quarter worth about $27,000. E Fund Management Hong Kong Co. Ltd. boosted its holdings in shares of Exxon Mobil by 456.1% in the 4th quarter. E Fund Management Hong Kong Co. Ltd. now owns 228 shares of the oil and gas company’s stock worth $27,000 after purchasing an additional 187 shares in the last quarter. Key Capital Management INC purchased a new position in shares of Exxon Mobil in the 4th quarter worth about $28,000. Finally, Westfuller Advisors LLC bought a new position in shares of Exxon Mobil during the 3rd quarter valued at about $30,000. 61.80% of the stock is currently owned by institutional investors.

Exxon Mobil News Summary

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

• Positive Sentiment: Rising crude and geopolitical risk lift near‑term outlook — higher oil prices from Middle East tensions are cited as a catalyst for stronger cash flow and earnings potential for Exxon. What Lies Ahead for ExxonMobil Amid Surging Crude Prices?
• Positive Sentiment: Analyst upgrades and target hikes: Morgan Stanley raised its price target to $172 and kept an Overweight rating, supporting higher sentiment and buying. Benzinga
• Positive Sentiment: Bernstein raised its price recommendation to $195 (from $159) and reiterated Outperform, adding upside to estimates and investor interest. Bernstein Raises Exxon Target
• Positive Sentiment: Broker upgrades to earnings forecasts: Erste Group lifted FY2026 and FY2027 EPS estimates, implying stronger forward earnings than consensus. MarketBeat: Erste Group note
• Positive Sentiment: Unusual options flow — traders bought ~163,879 XOM call contracts (about a 30% increase vs. typical call volume), indicating speculative or hedged bullish bets that likely boosted intraday demand.
• Positive Sentiment: Operational execution: Exxon participated in the industry’s first fully automated offshore well placement in Guyana, showcasing tech-led efficiency gains that can lower costs and speed production growth. Halliburton & Guyana automation
• Neutral Sentiment: Strategic portfolio moves: Exxon is weighing an exit from New Zealand to refocus on higher‑return advantaged assets — a potential long‑term efficiency play but not an immediate earnings driver. Exxon New Zealand exit
• Negative Sentiment: Valuation and downside risk commentary: Several pieces note XOM’s valuation has risen sharply (one piece highlights XOM exceeding Nvidia by some measures) and question whether elevated oil prices could later expose valuation downside if prices normalize. Exxon vs. Nvidia valuation discussion
• Negative Sentiment: “Tailwind or trap?” analysts warn that while oil >$95 helps earnings now, higher valuations and sustained high prices raise the risk of sharper downside if geopolitical tensions ease. Oil Over $95: Tailwind or Trap?

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.