Zacks Research Predicts Stronger Earnings for Exxon Mobil

Exxon Mobil Corporation (NYSE:XOM) – Zacks Research raised their FY2026 EPS estimates for shares of Exxon Mobil in a research report issued on Thursday, January 8th. Zacks Research analyst Team now forecasts that the oil and gas company will post earnings of $7.11 per share for the year, up from their previous 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.

XOM has been the topic of a number of other reports. Morgan Stanley lifted their target price on shares of Exxon Mobil from $135.00 to $137.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Weiss Ratings restated a “hold (c)” rating on shares of Exxon Mobil in a research note on Monday, December 29th. Bank of America decreased their target price on shares of Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating for the company in a research note on Thursday, December 11th. BNP Paribas Exane raised Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 price objective for the company in a research report on Monday, December 8th. Finally, UBS Group restated a “buy” rating on shares of Exxon Mobil in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $130.25.

Exxon Mobil Stock Up 2.0%

Shares of NYSE XOM opened at $126.47 on Monday. The stock has a market cap of $533.35 billion, a PE ratio of 18.38, a price-to-earnings-growth ratio of 7.73 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 has a 52-week low of $97.80 and a 52-week high of $127.14. The business has a 50-day moving average price of $118.50 and a 200 day moving average price of $114.17.

Exxon Mobil (NYSE:XOM) last announced its quarterly earnings results on Friday, October 31st. The oil and gas company reported $1.88 EPS for the quarter, topping the consensus estimate of $1.72 by $0.16. The firm had revenue of $83.33 billion for the quarter, compared to analyst estimates of $83.09 billion. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. Exxon Mobil’s revenue for the quarter was down 5.2% compared to the same quarter last year. During the same period last year, the business earned $1.92 EPS.

Institutional Trading of Exxon Mobil

Several large investors have recently bought and sold shares of the company. Westfuller Advisors LLC acquired a new position in shares of Exxon Mobil during the 3rd quarter worth approximately $30,000. Marshall & Sullivan Inc. WA acquired a new position in shares of Exxon Mobil in the second quarter valued at approximately $38,000. Clayton Financial Group LLC acquired a new position in shares of Exxon Mobil in the third quarter valued at approximately $40,000. TruNorth Capital Management LLC lifted its stake in shares of Exxon Mobil by 1,595.2% during the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after buying an additional 335 shares during the period. Finally, Bare Financial Services Inc boosted its position in Exxon Mobil by 121.8% during the second quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock worth $39,000 after acquiring an additional 201 shares during the last quarter. Institutional investors and hedge funds own 61.80% of the company’s stock.

Insider Transactions at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of Exxon Mobil stock in a transaction that occurred 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. This trade represents a 9.50% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.03% of the company’s stock.

Exxon Mobil Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Friday, November 14th were issued a dividend of $1.03 per share. This is an increase from Exxon Mobil’s previous quarterly dividend of $0.99. This represents a $4.12 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date of this dividend was Friday, November 14th. Exxon Mobil’s payout ratio is presently 59.88%.

Exxon Mobil News Summary

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

• Positive Sentiment: Investors pushed XOM to a new high today as the stock rallied on energy-sector strength and headlines suggesting the CEO’s blunt comments on Venezuela may have aligned with a tougher U.S. policy stance, which some traders view as supportive for domestic producers. Exxon Mobil’s stock hits a new high
• Positive Sentiment: Oil price strength (crude back above $60) and articles pushing large-cap, high-yield energy names have supported XOM’s rally, reinforcing income-seeking flows into major integrated producers. Oil Is Surging Over $60
• Positive Sentiment: Analyst model updates have been modestly supportive—Zacks raised earnings estimates recently—helping sentiment vs. outright sell-side downgrades. Zacks Research Raises Earnings Estimates for Exxon Mobil
• Neutral Sentiment: ExxonMobil scheduled its Q4 2025 earnings release for Jan. 30; management will provide commentary and guidance that could swing the stock. That date is now a focal point for traders. ExxonMobil to Release Fourth Quarter 2025 Financial Results
• Neutral Sentiment: Despite public friction with the White House, Reuters reports Exxon remains interested in a Venezuela assessment visit—signaling management is still exploring opportunities even as political risk is elevated. Exxon Mobil still interested in Venezuela visit
• Negative Sentiment: President Trump signaled he’s “inclined” to exclude Exxon from Venezuela opportunities after CEO Darren Woods called Venezuela “uninvestable.” That political risk—possible loss of large upstream upside or preferential access—is a key downside narrative for the stock. Trump Threatens To Block ExxonMobil From Venezuela Investments
• Negative Sentiment: Exxon warned of lower Q4 earnings tied to weaker crude prices, adding a near-term earnings headwind ahead of the Jan. 30 release—this is a concrete fundamental drag that could limit near-term upside. Exxon Mobil (XOM) Forecasts Lower Q4 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.