Exxon Mobil (NYSE:XOM) Trading Down 1.3% Following Insider Selling

Exxon Mobil Corporation (NYSE:XOM) was down 1.3% on Wednesday after an insider sold shares in the company. The stock traded as low as $147.86 and last traded at $149.86. Approximately 16,713,310 shares were traded during trading, a decline of 22% from the average daily volume of 21,336,770 shares. The stock had previously closed at $151.83.

Specifically, VP Darrin L. Talley sold 2,150 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $157.82, for a total transaction of $339,313.00. Following the completion of the transaction, the vice president owned 18,204 shares of the company’s stock, valued at approximately $2,872,955.28. The trade was a 10.56% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

Analyst Ratings Changes

XOM has been the subject of several research reports. Bank of America upped their target price on shares of Exxon Mobil from $135.00 to $151.00 and gave the stock a “neutral” rating in a research report on Monday. Mizuho set a $140.00 price target on Exxon Mobil in a research note on Wednesday, February 4th. Jefferies Financial Group boosted their price target on Exxon Mobil from $146.00 to $148.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Scotiabank reaffirmed an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. Finally, Barclays upped their target price on shares of Exxon Mobil from $140.00 to $145.00 and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Nine equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $143.41.

Key Exxon Mobil News

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

• Positive Sentiment: Strait of Hormuz disruptions have removed a meaningful share of seaborne supply and pushed global oil prices higher, which benefits integrated producers like Exxon via stronger realizations and cash flow. Exxon Mobil Weighs Strait Of Hormuz Shock And Rising Oil Prices
• Positive Sentiment: Oil futures hit crisis-era highs (Brent/WTI rally), lifting energy sector sentiment and making Exxon a beneficiary of the sector-wide re-rating. Oil Prices Soar to $83 a Barrel. A Potential Energy Shock Is Brewing.
• Positive Sentiment: Exxon plans to send a technical team to Venezuela soon — a potential near‑term catalyst if it leads to operational access or JV activity. Exxon to send team to Venezuela in a few weeks, executive says
• Positive Sentiment: Recent analyst upgrades and raised targets (some lifting XOM to new 12‑month highs) provide near-term bullish momentum and validation for upside at current crude levels. Exxon Mobil Sets New 12-Month High After Analyst Upgrade
• Neutral Sentiment: Banks including Bank of America and Citigroup nudged price targets higher but left conservative ratings, signaling limited consensus conviction beyond short‑term oil gains. Bank of America Analyst on Exxon
• Neutral Sentiment: Exxon’s Morgan Stanley conference presentation provided strategy/capex detail but no major guidance shifts — useful for modeling but not an immediate catalyst. Exxon Mobil Presents at Morgan Stanley Energy & Power Conference 2026 Transcript
• Negative Sentiment: Analysts warn Exxon’s upstream operations face exposure to Iran-related disruptions (Strait of Hormuz risks), increasing uncertainty around volumes, costs and project timing. Exxon, TotalEnergies output at risk from Iran war, analysts say
• Negative Sentiment: An Exxon VP sold 2,150 shares recently — a routine insider sale but one that some traders view as a negative signal in the short term. SEC filing: insider sale

Exxon Mobil Price Performance

The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.79 and a current ratio of 1.15. The stock’s 50 day simple moving average is $137.00 and its 200 day simple moving average is $122.42. The firm has a market capitalization of $624.43 billion, a P/E ratio of 22.40, a P/E/G ratio of 16.00 and a beta of 0.35.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 EPS for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08. The company had revenue of $80.04 billion during the quarter, compared to the consensus estimate 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 for the quarter was down 1.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.67 earnings per share. As a group, analysts expect that Exxon Mobil Corporation will post 7.43 earnings per share for the current fiscal year.

Exxon Mobil Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th will be issued a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend is Thursday, February 12th. Exxon Mobil’s dividend payout ratio is 61.58%.

Institutional Investors Weigh In On Exxon Mobil

A number of hedge funds and other institutional investors have recently made changes to their positions in XOM. Vanguard Group Inc. lifted its holdings in Exxon Mobil by 0.3% in the 2nd 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 grew its position in Exxon Mobil by 0.4% in the second quarter. Geode Capital Management LLC now owns 96,307,931 shares of the oil and gas company’s stock worth $10,345,132,000 after acquiring an additional 342,967 shares during the period. Bank of America Corp DE increased its position in shares of Exxon Mobil by 2.0% during the 4th quarter. Bank of America Corp DE now owns 75,152,366 shares of the oil and gas company’s stock worth $9,043,836,000 after purchasing an additional 1,457,560 shares during the last quarter. Norges Bank acquired a new position in shares of Exxon Mobil in the 4th quarter worth approximately $7,625,063,000. Finally, Bank of New York Mellon Corp lifted its stake in Exxon Mobil by 1.2% during the 4th quarter. Bank of New York Mellon Corp now owns 46,605,353 shares of the oil and gas company’s stock worth $5,608,488,000 after acquiring an additional 531,362 shares in the last quarter. Institutional investors and hedge funds own 61.80% of the company’s stock.

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.