ExxonMobil Corporation $XOM Shares Acquired by Ninety One UK Ltd

Ninety One UK Ltd lifted its stake in shares of ExxonMobil Corporation (NYSE:XOM) by 7.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 2,773,290 shares of the oil and gas company’s stock after purchasing an additional 202,391 shares during the period. Ninety One UK Ltd’s holdings in ExxonMobil were worth $333,738,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Key Capital Management INC acquired a new position in shares of ExxonMobil during the fourth quarter worth about $28,000. Westfuller Advisors LLC acquired a new position in shares of ExxonMobil during the third quarter worth about $30,000. Clayton Financial Group LLC acquired a new position in ExxonMobil in the third quarter valued at approximately $40,000. TruNorth Capital Management LLC boosted its holdings in ExxonMobil by 1,595.2% in the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock valued at $40,000 after purchasing an additional 335 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in ExxonMobil by 95.8% in the third quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock valued at $42,000 after purchasing an additional 181 shares in the last quarter. 61.80% of the stock is owned by institutional investors and hedge funds.

Key ExxonMobil News

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Integrated-major resilience: analysis highlights how Exxon’s diversified upstream/downstream/chemicals model helps it capture upside from higher oil while cushioning volatility — a structural reason investors favor XOM amid Strait of Hormuz tensions. Strait to Safety: How to Hedge Oil Volatility in the Crude Awakening
• Positive Sentiment: Geographic diversification: Exxon is accelerating a multi‑billion dollar push into Nigeria and expanding non‑Middle East projects (Guyana, Permian via Pioneer integration), which reduces chokepoint exposure and supports medium-term production visibility. The same report notes a Supreme Court decision shifting coastal lawsuits to federal court — a legal development that may reduce state-level litigation risk for majors. Exxon Mobil’s Nigeria Push And Federal Lawsuits Reframe Risk Reward Profile
• Positive Sentiment: Broker upgrade: BNP Paribas Exane recently upgraded XOM, signaling some analysts still see upside despite recent volatility. ExxonMobil (NYSE:XOM) Upgraded at BNP Paribas Exane
• Neutral Sentiment: Relative positioning: coverage comparing Exxon to EOG notes both benefit from oil >$85, but highlights valuation/dividend tradeoffs — useful for investors deciding between integrated vs. E&P exposure. ExxonMobil vs. EOG: The Better Bet as Oil Prices Stay Elevated
• Neutral Sentiment: Market view / buy‑the‑dip debate: investor guides weigh Exxon’s recent pullback from 52‑week highs as either a buying opportunity (dividend + integrated hedge) or a sign to reassess valuation; useful for tactical entry timing. ExxonMobil Is Off Its Highs. Is the Dip Worth Buying or a Sign to Stay Away?
• Neutral Sentiment: Investor commentary: pieces calling XOM “one of 2026’s hottest stocks” emphasize strong YTD gains but caution that other energy plays might outperform if oil normalizes. ExxonMobil Is One of 2026’s Hottest Stocks. Should You Still Own It?
• Negative Sentiment: Governance standoff: Exxon urged shareholders to vote against proposals to separate CEO/Chair roles and expand independent voting options — a public governance clash that can raise activist risk and weigh on sentiment. Does Exxon’s Governance Standoff Amid Middle East Turmoil Change The Bull Case For XOM?
• Negative Sentiment: Analyst downgrades / target trims: Wolfe downgraded XOM after the rally and TD Cowen trimmed its price target recently — signals some desks view recent gains as largely priced in, capping near‑term upside. ExxonMobil downgraded at Wolfe after recent rally leaves shares fairly valued

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on XOM. Barclays upped their price target on ExxonMobil from $145.00 to $163.00 and gave the company an “overweight” rating in a report on Monday, March 16th. HSBC upped their price target on ExxonMobil from $135.00 to $158.00 and gave the company a “hold” rating in a report on Friday, March 20th. Citigroup upped their price target on ExxonMobil from $150.00 to $175.00 and gave the company a “neutral” rating in a report on Thursday, April 2nd. TD Cowen lowered their price target on ExxonMobil from $175.00 to $172.00 and set a “buy” rating for the company in a report on Friday, April 10th. Finally, UBS Group reaffirmed a “buy” rating and issued a $171.00 price target on shares of ExxonMobil in a report on Monday, February 2nd. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating and eleven have issued a Hold rating to the company. According to MarketBeat.com, ExxonMobil has a consensus rating of “Moderate Buy” and an average price target of $161.15.

ExxonMobil Price Performance

ExxonMobil stock opened at $148.52 on Wednesday. ExxonMobil Corporation has a 12 month low of $101.18 and a 12 month high of $176.41. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. The business has a 50 day simple moving average of $154.85 and a 200-day simple moving average of $133.38. The stock has a market capitalization of $617.34 billion, a PE ratio of 22.20, a price-to-earnings-growth ratio of 0.86 and a beta of 0.29.

ExxonMobil (NYSE:XOM) last released its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.63 by $0.08. ExxonMobil had a return on equity of 11.21% and a net margin of 8.68%.The business had revenue of $80.04 billion during the quarter, compared to analysts’ expectations of $77.98 billion. During the same quarter in the prior year, the business earned $1.67 earnings per share. The company’s quarterly revenue was down 1.3% compared to the same quarter last year. Equities analysts predict that ExxonMobil Corporation will post 9.58 earnings per share for the current year.

ExxonMobil Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were paid a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Thursday, February 12th. ExxonMobil’s dividend payout ratio is 61.58%.

Insider Activity at ExxonMobil

In other news, VP Darrin L. Talley sold 1,080 shares of the company’s stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $155.50, for a total transaction of $167,940.00. Following the completion of the sale, the vice president owned 17,124 shares in the company, valued at $2,662,782. This represents a 5.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders sold a total of 11,460 shares of company stock worth $1,687,854 in the last three months. 0.03% of the stock is owned by corporate insiders.

ExxonMobil Profile

ExxonMobil 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.