Exxon Mobil (NYSE:XOM) Given New $163.00 Price Target at Barclays

Key Points

• Barclays raised its price target on Exxon Mobil to $163 (from $145) and kept an "overweight" rating, while other brokers have also lifted targets (Piper Sandler to $186); however, MarketBeat's consensus remains a “Hold” with an average target of $147.06.
• XOM traded at $157.51 (up ~0.9%) with a market cap of $656.3B after reporting Q4 EPS of $1.71 (beat) and revenue of $80.04B, and analysts expect about 7.43 EPS for the current year.
• Heightened geopolitical risk — including strikes and Strait of Hormuz concerns — has pushed oil back above $100/barrel, providing a near‑term tailwind to Exxon's upstream and refining margins.

Exxon Mobil (NYSE:XOM - Get Free Report) had its price target lifted by Barclays from $145.00 to $163.00 in a research report issued on Monday,Benzinga reports. The brokerage presently has an "overweight" rating on the oil and gas company's stock. Barclays's price target suggests a potential upside of 3.48% from the company's previous close.

Other equities research analysts also recently issued reports about the company. TD Cowen lifted their price objective on Exxon Mobil from $135.00 to $145.00 and gave the stock a "buy" rating in a report on Tuesday, February 3rd. Jefferies Financial Group raised their price target on shares of Exxon Mobil from $146.00 to $148.00 and gave the stock a "buy" rating in a research report on Wednesday, December 10th. Loop Capital set a $123.00 price target on shares of Exxon Mobil in a research note on Tuesday, February 3rd. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Exxon Mobil in a report on Monday, December 29th. Finally, Piper Sandler raised their price objective on shares of Exxon Mobil from $145.00 to $186.00 and gave the stock an "overweight" rating in a report on Thursday. Nine research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and a consensus price target of $147.06.

Exxon Mobil Stock Up 0.9%

XOM stock traded up $1.39 during trading on Monday, reaching $157.51. The stock had a trading volume of 5,286,051 shares, compared to its average volume of 21,077,100. The company has a current ratio of 1.15, a quick ratio of 0.79 and a debt-to-equity ratio of 0.13. The firm has a fifty day moving average price of $141.99 and a 200 day moving average price of $124.76. The company has a market capitalization of $656.32 billion, a P/E ratio of 23.55, a PEG ratio of 1.22 and a beta of 0.35. Exxon Mobil has a 1-year low of $97.80 and a 1-year high of $159.60.

Exxon Mobil (NYSE:XOM - Get Free Report) last announced its earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.63 by $0.08. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The company had revenue of $80.04 billion during the quarter, compared to the consensus estimate of $77.98 billion. During the same period last year, the firm earned $1.67 earnings per share. The company's revenue was down 1.3% on a year-over-year basis. On average, equities analysts anticipate that Exxon Mobil will post 7.43 earnings per share for the current year.

Insider Transactions at Exxon Mobil

In related news, VP Darrin L. Talley sold 5,000 shares of the business's stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $139.75, for a total transaction of $698,750.00. Following the completion of the transaction, the vice president owned 23,584 shares in the company, valued at $3,295,864. The trade was a 17.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. In the last ninety days, insiders sold 13,380 shares of company stock worth $1,871,484. Insiders own 0.03% of the company's stock.

Institutional Investors Weigh In On Exxon Mobil

A number of hedge funds have recently added to or reduced their stakes in the stock. Eagle Capital Management LLC grew its holdings in Exxon Mobil by 15.3% in the 1st quarter. Eagle Capital Management LLC now owns 2,836 shares of the oil and gas company's stock worth $337,000 after buying an additional 376 shares in the last quarter. Caxton Associates LLP bought a new stake in Exxon Mobil during the 1st quarter valued at $305,000. Sivia Capital Partners LLC boosted its position in Exxon Mobil by 1.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 11,237 shares of the oil and gas company's stock worth $1,211,000 after acquiring an additional 207 shares during the period. Castellan Group boosted its position in Exxon Mobil by 2.9% during the 2nd quarter. Castellan Group now owns 26,470 shares of the oil and gas company's stock worth $2,853,000 after acquiring an additional 740 shares during the period. Finally, United Bank grew its stake in shares of Exxon Mobil by 2.8% in the second quarter. United Bank now owns 21,821 shares of the oil and gas company's stock worth $2,352,000 after purchasing an additional 600 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Geopolitical escalation pushed oil back above $100/bl, tightening near‑term supply and supporting higher revenue for integrated majors like Exxon. As Oil Breaks $100 Again, the Energy Stocks Could Be Massive Winners
• Positive Sentiment: Reports that U.S. strikes on Iranian export facilities and warnings about Strait of Hormuz closures have amplified supply‑risk premium in oil, a near-term tailwind for Exxon’s upstream and refining margins. U.S. oil prices top $100 as Trump administration threatens strikes on Iran's crude export facilities
• Positive Sentiment: Analysts are raising targets—Barclays bumped its XOM target to $163 (from $145) after raising 2026 oil assumptions, and Piper Sandler lifted its target even higher—both notes signal higher consensus earnings and support for the stock. Barclays Lifts PT on Exxon Mobil Corporation (XOM) to $163 From $145 – Here’s Why
• Positive Sentiment: Broader buy‑side/up‑style coverage lists Exxon among top blue‑chip energy picks; commentators highlight strong shareholder returns (large buybacks/dividend increases) and the company’s scale, which supports investor confidence on an oil rally. Best 3 Blue-Chip Stocks to Buy After This Month's Market Pullback
• Neutral Sentiment: Exxon is redirecting gasoline shipments to Australia and moving its legal HQ to Texas—operational/structural moves that show flexibility but are unlikely to materially change near‑term earnings. Exxon Mobil Reacts To Conflict With Supply Shift And Texas Legal Move
• Neutral Sentiment: Market notes show divergence within energy names (refiners/LNG winners vs. some service/infrastructure laggards); Exxon’s integrated model buffers it, but sector rotation may shift relative performance. Which energy stocks have led and lagged since the Iran conflict
• Neutral Sentiment: Smaller supply developments—e.g., Sable Offshore restart plans—could add localized supply over time but are unlikely to offset the larger geopolitical premium supporting prices today. Sable Offshore to Restart Oil Production at Santa Ynez. What It Means for the 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.

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