Exxon Mobil FY2026 EPS Estimate Increased by Zacks Research

Exxon Mobil Corporation (NYSE:XOM) – Equities research analysts at Zacks Research increased their FY2026 earnings per share estimates for shares of Exxon Mobil in a note issued to investors on Thursday, January 8th. Zacks Research analyst Team now expects that the oil and gas company will earn $7.11 per share for the year, up from their prior estimate of $7.08. Zacks Research currently has a “Strong Sell” rating on the stock. The consensus estimate for Exxon Mobil’s current full-year earnings is $7.43 per share. Zacks Research also issued estimates for Exxon Mobil’s Q3 2027 earnings at $2.34 EPS and Q4 2027 earnings at $2.40 EPS.

Other research analysts have also recently issued reports about the stock. Mizuho increased their target price on shares of Exxon Mobil from $129.00 to $132.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Bank of America dropped their price objective on Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. Scotiabank reaffirmed an “outperform” rating on shares of Exxon Mobil in a report on Monday, November 3rd. Barclays decreased their target price on Exxon Mobil from $127.00 to $126.00 and set an “overweight” rating on the stock in a research report on Tuesday, October 7th. Finally, Citigroup raised their price target on Exxon Mobil from $115.00 to $118.00 and gave the company a “neutral” rating in a research report on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $130.25.

Exxon Mobil Stock Performance

NYSE:XOM opened at $124.04 on Monday. The firm’s fifty day simple moving average is $118.25 and its 200-day simple moving average is $114.05. 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 stock has a market cap of $523.11 billion, a PE ratio of 18.03, a price-to-earnings-growth ratio of 7.77 and a beta of 0.37. Exxon Mobil has a fifty-two week low of $97.80 and a fifty-two week high of $125.93.

Exxon Mobil (NYSE:XOM) last posted its quarterly earnings results on Friday, June 17th. The oil and gas company reported $0.65 earnings per share for the quarter. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The firm had revenue of $57.55 billion for the quarter.

Exxon Mobil Increases Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were issued a $1.03 dividend. This is a positive change from Exxon Mobil’s previous quarterly dividend of $0.99. The ex-dividend date was Friday, November 14th. This represents a $4.12 dividend on an annualized basis and a yield of 3.3%. Exxon Mobil’s payout ratio is currently 59.88%.

Insider Activity

In other news, VP Darrin L. Talley sold 3,000 shares of Exxon Mobil stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total transaction of $351,570.00. Following the completion of the sale, the vice president directly owned 28,584 shares in the company, valued at $3,349,758.96. The trade was a 9.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.03% of the stock is owned by corporate insiders.

Institutional Trading of Exxon Mobil

A number of hedge funds have recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in Exxon Mobil by 0.3% in the second quarter. Vanguard Group Inc. now owns 431,058,875 shares of the oil and gas company’s stock valued at $46,468,147,000 after purchasing an additional 1,111,231 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of Exxon Mobil by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 96,307,931 shares of the oil and gas company’s stock valued at $10,345,132,000 after buying an additional 342,967 shares during the last quarter. Norges Bank acquired a new stake in shares of Exxon Mobil in the 2nd quarter valued at approximately $6,163,719,000. Bank of New York Mellon Corp grew its stake in shares of Exxon Mobil by 2.8% in the second quarter. Bank of New York Mellon Corp now owns 46,598,313 shares of the oil and gas company’s stock valued at $5,023,298,000 after buying an additional 1,274,860 shares in the last quarter. Finally, Northern Trust Corp increased its holdings in Exxon Mobil by 1.0% during the third quarter. Northern Trust Corp now owns 44,026,019 shares of the oil and gas company’s stock worth $4,963,934,000 after buying an additional 445,283 shares during the last quarter. Institutional investors and hedge funds own 61.80% of the company’s stock.

Key Exxon Mobil News

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

• Positive Sentiment: Analysts raised near-term earnings expectations for Exxon, which supports the company’s fundamentals and dividend outlook. Zacks Research Raises Earnings Estimates for Exxon Mobil
• Positive Sentiment: A Seeking Alpha write-up says Exxon’s 2030 plan looks more robust than initially forecast, suggesting longer-term strategic resilience beyond the Venezuela debate. Exxon Mobil: 2030 Plan More Robust Than Initial Forecast
• Neutral Sentiment: Market roundups are flagging XOM as a stock to watch amid the political headlines and recent volatility — useful for traders but not new company-specific news. 4 stocks to watch on Monday: BIRK, UNH, XOM, O
• Negative Sentiment: President Trump said he may exclude Exxon from Venezuela opportunities after CEO Darren Woods called the country “uninvestable,” creating near-term political risk and the prospect of lost future projects. Trump says he might keep Exxon out of Venezuela (Reuters)
• Negative Sentiment: Multiple outlets report Trump’s displeasure with Exxon’s response at a White House meeting, and that he’s “inclined” to sideline Exxon — headlines that hit pre-market trading and spurred short-term selling pressure. Trump threatens to sideline Exxon from Venezuela’s oil (CNBC)
• Negative Sentiment: Coverage notes that the comment and possible exclusion could shift Venezuela business toward competitors (e.g., Chevron), raising concerns about lost upside from any Venezuelan production recovery. Trump could hand Chevron another South American win over Exxon Mobil with Venezuela
• Negative Sentiment: Market reaction: outlets reported premarket and early-session XOM weakness (shares fell in premarket on the news), reflecting investor concern about political access to Venezuelan projects. Exxon Shares Drop After Trump Says He May Keep Them Out Of Venezuela (Forbes)
• Negative Sentiment: Analysts and market commentary question whether Exxon’s stance dampens prospects for a Venezuelan oil boom, potentially reducing a large upside scenario for global oil majors. Did Exxon Mobil Just Dash Hope For A New Oil Boom?

Exxon Mobil Company Profile

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.