ExxonMobil (NYSE:XOM) Price Target Raised to $200.00

Key Points

• Barclays raised ExxonMobil’s price target to $200 from $177 and maintained an “overweight” rating, implying roughly 12% upside from the prior close.
• Analyst sentiment remains mixed: 11 firms rate XOM a Buy and 14 a Hold, resulting in a consensus “Hold” rating and an average target price of $167.30.
• ExxonMobil’s outlook is supported by stronger refining margins, higher oil prices and production efficiencies, but the stock remains exposed to commodity-price volatility, geopolitical risks and elevated valuation expectations.

ExxonMobil (NYSE:XOM - Get Free Report) had its price target lifted by investment analysts at Barclays from $177.00 to $200.00 in a research note issued to investors on Monday, Benzinga reports. The firm currently has an "overweight" rating on the oil and gas company's stock. Barclays's target price points to a potential upside of 11.98% from the company's previous close.

A number of other research firms have also weighed in on XOM. Weiss Ratings upgraded ExxonMobil from a "buy (b-)" rating to a "buy (b)" rating in a report on Tuesday, September 29th. DZ Bank lowered shares of ExxonMobil from a "buy" rating to a "hold" rating and set a $156.00 price target for the company. in a research report on Tuesday, August 4th. Argus lifted their price objective on shares of ExxonMobil from $169.00 to $175.00 and gave the stock a "buy" rating in a research report on Tuesday, August 11th. Citigroup reissued a "neutral" rating and issued a $175.00 price objective (up from $150.00) on shares of ExxonMobil in a report on Wednesday, July 8th. Finally, BNP Paribas Exane cut their price target on ExxonMobil from $165.00 to $155.00 and set a "neutral" rating for the company in a report on Friday, July 17th. Eleven equities research analysts have rated the stock with a Buy rating and fourteen have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $167.30.

ExxonMobil Price Performance

Shares of XOM traded down $0.37 during trading hours on Monday, reaching $178.61. The stock had a trading volume of 6,543,856 shares, compared to its average volume of 17,902,354. The stock has a market capitalization of $740.33 billion, a PE ratio of 22.97, a PEG ratio of 1.04 and a beta of 0.21. The company has a debt-to-equity ratio of 0.12, a quick ratio of 0.85 and a current ratio of 1.13. The company's 50-day moving average is $163.85 and its two-hundred day moving average is $154.47. ExxonMobil has a 12 month low of $111.98 and a 12 month high of $179.30.

ExxonMobil (NYSE:XOM - Get Free Report) last announced its earnings results on Friday, July 31st. The oil and gas company reported $3.52 earnings per share (EPS) for the quarter, missing the consensus estimate of $3.56 by ($0.04). ExxonMobil had a return on equity of 13.14% and a net margin of 8.88%. The company had revenue of $114.53 billion for the quarter, compared to the consensus estimate of $109.94 billion. During the same period in the prior year, the business earned $1.64 earnings per share. Research analysts expect that ExxonMobil will post 12.52 EPS for the current year.

Institutional Trading of ExxonMobil

A number of institutional investors have recently modified their holdings of XOM. GQG Partners LLC boosted its holdings in ExxonMobil by 153.3% during the second quarter. GQG Partners LLC now owns 16,877,523 shares of the oil and gas company's stock worth $2,307,497,000 after purchasing an additional 10,214,420 shares during the last quarter. Quantum Portfolio Management LLC acquired a new stake in ExxonMobil in the 1st quarter valued at $965,932,000. Arrowstreet Capital Limited Partnership acquired a new stake in ExxonMobil in the 1st quarter valued at $766,345,000. Diamant Asset Management Inc. lifted its position in ExxonMobil by 17,312.4% during the 1st quarter. Diamant Asset Management Inc. now owns 2,183,864 shares of the oil and gas company's stock worth $370,514,000 after buying an additional 2,171,322 shares in the last quarter. Finally, Dimensional Fund Advisors LP boosted its stake in shares of ExxonMobil by 5.7% during the 1st quarter. Dimensional Fund Advisors LP now owns 28,364,314 shares of the oil and gas company's stock worth $4,812,790,000 after buying an additional 1,540,902 shares during the last quarter. 61.80% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting ExxonMobil

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Refining gains could significantly lift third-quarter results. Reports indicate ExxonMobil identified approximately $4.5 billion in refining-related benefits, with rising refining margins providing a potential earnings boost despite earlier weakness in crude prices. ExxonMobil flags a $4.5 billion refining tailwind for Q3 earnings
• Positive Sentiment: Higher oil prices are supporting the exploration business. Crude prices have reportedly risen more than 77% in 2026 amid Middle East tensions, improving the outlook for large producers such as XOM. ExxonMobil is also cited as benefiting from production growth, efficiency improvements and disciplined spending in the Permian Basin. Buy 5 Giant Oil Explorers to Tap the Northward Journey of Crude Prices 4 Permian Oil Stocks Riding Production and Efficiency Gains
• Positive Sentiment: Analyst sentiment and valuation expectations have improved. An analyst upgrade and a higher fair-value estimate—from $170.91 to $175.41—have added support, while investors remain focused on the company’s upcoming earnings update. ExxonMobil Stock Jumps 2.5% on Analyst Upgrade ExxonMobil Stock Fair Value Edges Higher As Analysts Rework Earnings Outlook
• Positive Sentiment: ExxonMobil expanded its aviation-lubricants distribution network. Proponent became an authorized distributor in the Americas, potentially broadening aftermarket sales for ExxonMobil’s aviation-lubricants business. The announcement is strategically positive but likely modest financially in the near term. Proponent Becomes an authorized ExxonMobil Aviation Lubricants Distributor in the Americas
• Neutral Sentiment: Dividend quality remains a key investor consideration. Commentary highlights ExxonMobil’s diversified operations and deep cash-generating capacity, but also notes that the stock’s dividend yield is relatively modest, which may limit its appeal to income-focused investors. ExxonMobil’s Dividend Has Deep Pockets, but a Shallow Yield
• Negative Sentiment: Valuation and commodity-cycle risks remain. XOM is trading near its annual high, while earnings remain exposed to swings in crude prices, refining margins and geopolitical conditions. Its latest reported quarter also narrowly missed consensus EPS estimates, underscoring the risk that elevated expectations could pressure the shares if the upcoming update disappoints.

ExxonMobil Company Profile

Exxon Mobil Corporation, doing business as ExxonMobil NYSE: XOM, is an integrated energy company engaged in the exploration, development, production, and sale of crude oil and natural gas. Its operations span the energy value chain, from resource development and refining to the marketing and distribution of fuels and other energy products.

Through its Energy Products segment, ExxonMobil manufactures and markets transportation fuels, lubricants, and other petroleum-based products. Its Chemical Products business produces petrochemicals, including commodity and performance products used in packaging, automotive components, construction materials, and consumer goods.

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