Apella Capital LLC Grows Stake in Exxon Mobil Corporation $XOM

Key Points

• Apella Capital LLC boosted its stake in Exxon by 19.7% in Q4 to 46,456 shares valued at about $5.59 million, while institutional investors own roughly 61.8% of the stock.
• Exxon warned higher oil and gas prices tied to the Middle East conflict could boost Q1 upstream results by up to $2.9 billion, and it beat Q4 EPS estimates ($1.71 vs. $1.63 consensus).
• Analysts maintain a consensus rating of "Moderate Buy" with a consensus target price of $157.85, and several firms have recently raised price targets or reiterated bullish views.

Apella Capital LLC boosted its position in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 19.7% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 46,456 shares of the oil and gas company's stock after purchasing an additional 7,649 shares during the period. Apella Capital LLC's holdings in Exxon Mobil were worth $5,591,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Westfuller Advisors LLC purchased a new position in Exxon Mobil in the 3rd quarter valued at approximately $30,000. Clayton Financial Group LLC purchased a new position in Exxon Mobil in the 3rd quarter valued at approximately $40,000. TruNorth Capital Management LLC increased its stake in Exxon Mobil by 1,595.2% in the 3rd 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. Halbert Hargrove Global Advisors LLC increased its stake in Exxon Mobil by 95.8% in the 3rd 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. Finally, Marquette Asset Management LLC increased its stake in Exxon Mobil by 307.0% in the 3rd quarter. Marquette Asset Management LLC now owns 407 shares of the oil and gas company's stock valued at $46,000 after purchasing an additional 307 shares in the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

XOM has been the subject of a number of analyst reports. UBS Group reissued a "buy" rating and issued a $171.00 price target on shares of Exxon Mobil in a report on Monday, February 2nd. Sanford C. Bernstein cut their price target on Exxon Mobil from $142.00 to $137.00 and set an "outperform" rating for the company in a report on Monday, January 5th. Scotiabank raised Exxon Mobil to a "strong-buy" rating in a report on Friday, March 27th. BMO Capital Markets reissued a "market perform" rating and issued a $155.00 price target on shares of Exxon Mobil in a report on Wednesday, February 4th. Finally, Wolfe Research cut their price target on Exxon Mobil from $158.00 to $153.00 and set an "outperform" rating for the company in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $157.85.

Exxon Mobil Stock Performance

NYSE XOM opened at $155.12 on Friday. The stock has a market cap of $646.36 billion, a price-to-earnings ratio of 23.19, a price-to-earnings-growth ratio of 0.99 and a beta of 0.29. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.13. Exxon Mobil Corporation has a fifty-two week low of $97.80 and a fifty-two week high of $176.41. The business has a fifty day moving average of $154.29 and a 200-day moving average of $131.10.

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

Exxon Mobil Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were given a $1.03 dividend. The ex-dividend date of this dividend was Thursday, February 12th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.7%. Exxon Mobil's payout ratio is currently 61.58%.

Insider Activity at Exxon Mobil

In other news, VP Darrin L. Talley sold 1,080 shares of Exxon Mobil stock in a transaction on Monday, March 16th. The stock was sold at an average price of $155.50, for a total value of $167,940.00. Following the completion of the sale, the vice president owned 17,124 shares of the company's stock, valued at $2,662,782. The trade was a 5.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Insiders sold a total of 11,460 shares of company stock valued at $1,687,854 over the last ninety days. 0.03% of the stock is owned by insiders.

Exxon Mobil News Roundup

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

• Positive Sentiment: Multiple Wall Street firms raised price targets and kept bullish ratings on XOM (JPMorgan, Jefferies, RBC, Wells Fargo), providing analyst support that points to double-digit upside from current levels. JPMorgan Raises Price Target
• Positive Sentiment: Exxon said higher oil and gas prices related to the Middle East conflict could boost Q1 upstream results by up to $2.9B, a clear earnings tailwind if prices hold. Exxon Signals Q1 Upstream Profit Bump
• Positive Sentiment: Analyst model updates (Erste raising FY2026/FY2027 EPS estimates) suggest consensus earnings could move higher, supporting valuation resilience over time.
• Neutral Sentiment: Planned spring and year‑end overhauls at the Beaumont, TX refinery are routine operational items — they can pressure near‑term throughput but are standard maintenance for a large refinery. Beaumont Refinery Overhauls
• Neutral Sentiment: Options-market activity has risen amid unusual volatility, creating trading opportunities but also wider implied volatility that can complicate hedging or income strategies. Options Become Lucrative Amid Volatility
• Negative Sentiment: The market reaction to a two‑week U.S.–Iran ceasefire drove a sharp rollback in crude (reports of a ~16% swing), which removed the oil-price support that had lifted XOM — this is the biggest immediate negative for the stock today. Oil Prices Crash on Iran Ceasefire
• Negative Sentiment: Exxon disclosed roughly 6% of global production was shut due to Middle East disruptions (Qatar/UAE impacts), and the company warned of near‑term upstream/downstream hits — these operational losses weigh on Q1 guidance and near‑term earnings visibility. 6% Output Shut on Mideast Conflict
• Negative Sentiment: Intraday momentum reversed: XOM initially rallied with oil on Middle East tension but gave back gains once crude retraced and market sentiment rotated away from an energy‑shock scenario. Stock Reverses as Oil Rally Loses Steam

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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