Nordea Investment Management AB Grows Stake in Exxon Mobil Corporation $XOM

Nordea Investment Management AB raised its position in shares of Exxon Mobil Corporation (NYSE:XOM) by 8.4% in the third quarter, HoldingsChannel reports. The firm owned 1,114,772 shares of the oil and gas company’s stock after acquiring an additional 85,996 shares during the period. Nordea Investment Management AB’s holdings in Exxon Mobil were worth $125,345,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. lifted 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 worth $46,468,147,000 after acquiring an additional 1,111,231 shares during the period. Geode Capital Management LLC raised 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 purchasing an additional 342,967 shares in the last quarter. Norges Bank purchased a new stake in shares of Exxon Mobil in the 2nd quarter worth approximately $6,163,719,000. Bank of New York Mellon Corp boosted its stake in shares of Exxon Mobil by 2.8% during 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 purchasing an additional 1,274,860 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. increased its holdings in Exxon Mobil by 3.5% during the second quarter. Charles Schwab Investment Management Inc. now owns 33,500,304 shares of the oil and gas company’s stock valued at $3,611,553,000 after buying an additional 1,126,912 shares during the period. Institutional investors own 61.80% of the company’s stock.

Exxon Mobil Trading Up 2.8%

Shares of NYSE:XOM opened at $130.12 on Thursday. The business’s 50-day moving average is $118.83 and its 200 day moving average is $114.28. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79. Exxon Mobil Corporation has a 1 year low of $97.80 and a 1 year high of $131.72. The firm has a market capitalization of $548.73 billion, a P/E ratio of 18.91, a P/E/G ratio of 7.89 and a beta of 0.37.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share for the quarter, topping analysts’ consensus estimates of $1.72 by $0.16. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The business had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. During the same quarter in the previous year, the firm earned $1.92 earnings per share. The company’s revenue was down 5.2% on a year-over-year basis. On average, research analysts predict that Exxon Mobil Corporation will post 7.43 earnings per share for the current fiscal year.

Exxon Mobil Increases Dividend

The business also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were given a dividend of $1.03 per share. The ex-dividend date of this dividend was Friday, November 14th. This represents a $4.12 annualized dividend and a yield of 3.2%. This is a boost from Exxon Mobil’s previous quarterly dividend of $0.99. Exxon Mobil’s payout ratio is presently 59.88%.

Key Headlines Impacting Exxon Mobil

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

• Positive Sentiment: Reports say Exxon’s Baton Rouge refinery is preparing to run Venezuelan crude, which could boost refinery throughput and margins if sanctioned supplies become available. Read More.
• Positive Sentiment: Market commentary links Exxon’s CEO remarks on Venezuela to the stock rally, suggesting investors are rewarding the company’s cautious stance and perceived opportunity to access new crude flows. Read More.
• Positive Sentiment: High-profile traders/hosts have named XOM among attractive energy picks on TV, adding short-term buying interest from retail and momentum investors. Read More.
• Neutral Sentiment: Exxon says it remains interested in a potential Venezuela visit and is prepared to send an assessment team — signals intent but not a guaranteed deal; investors will watch for clarity on sanctions and commercial terms. Read More.
• Neutral Sentiment: Exxon scheduled its Q4 2025 results release for Jan. 30 — a catalyst date where production, refining margins and Venezuela exposure will be scrutinized. Read More.
• Neutral Sentiment: Shell and Exxon halted a planned sale of Southern North Sea gas assets to Viaro Energy — removes a near-term divestiture event and leaves existing asset exposure in place. Read More.
• Negative Sentiment: President Trump publicly threatened to block Exxon from Venezuelan deals after the CEO called the country “uninvestable,” creating political risk that could limit Exxon’s access to Venezuelan crude or projects. Read More.
• Negative Sentiment: Coverage highlights the diplomatic backlash from CEO comments — increased political scrutiny raises execution risk on any Venezuela opportunity and could weigh on sentiment. Read More.
• Negative Sentiment: Analysts and roundups flag lower Q4 earnings expectations driven by recent crude-price weakness, a reminder that commodity-driven earnings volatility remains a downside risk. Read More.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on XOM shares. Morgan Stanley upped their target price on Exxon Mobil from $135.00 to $137.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Mizuho boosted their price target on Exxon Mobil from $129.00 to $132.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. Piper Sandler dropped their price objective on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a research report on Thursday, January 8th. Weiss Ratings reiterated a “hold (c)” rating on shares of Exxon Mobil in a research note on Monday, December 29th. Finally, Bank of America reduced their target price on shares of Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating for the company in a report on Thursday, December 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $130.25.

Insider Transactions at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of Exxon Mobil stock in a transaction on 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 approximately $3,349,758.96. The trade was a 9.50% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 0.03% of the company’s stock.

Exxon Mobil 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.