Castellan Group Has $7.58 Million Position in ExxonMobil Corporation $XOM

Key Points

• Castellan Group boosted its ExxonMobil stake by 131.3% in Q4 to 62,973 shares worth $7.58 million, making XOM its 8th largest holding and ~1.0% of the firm's portfolio.
• ExxonMobil beat quarterly estimates with $1.71 EPS and $80.04B revenue, pays a quarterly dividend of $1.03 (annual $4.12, yield ~2.8%), and has a consensus analyst rating of Moderate Buy with an average price target of $159.20.
• Insider activity shows VP Darrin L. Talley sold 1,080 shares (about a 5.93% reduction of his stake); insiders own just 0.03% of XOM while institutional investors hold ~61.8%.

Castellan Group lifted its position in shares of ExxonMobil Corporation (NYSE:XOM - Free Report) by 131.3% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 62,973 shares of the oil and gas company's stock after acquiring an additional 35,749 shares during the quarter. ExxonMobil makes up 1.0% of Castellan Group's investment portfolio, making the stock its 8th largest position. Castellan Group's holdings in ExxonMobil were worth $7,578,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of XOM. Franklin Resources Inc. boosted its holdings in ExxonMobil by 7.4% in the 3rd quarter. Franklin Resources Inc. now owns 38,728,643 shares of the oil and gas company's stock worth $4,366,655,000 after buying an additional 2,660,910 shares during the period. Mercer Global Advisors Inc. ADV boosted its holdings in ExxonMobil by 218.4% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,380,899 shares of the oil and gas company's stock worth $155,696,000 after buying an additional 2,546,791 shares during the period. AQR Capital Management LLC boosted its holdings in ExxonMobil by 105.4% in the 3rd quarter. AQR Capital Management LLC now owns 2,925,026 shares of the oil and gas company's stock worth $329,797,000 after buying an additional 1,501,235 shares during the period. Bessemer Group Inc. boosted its holdings in ExxonMobil by 119.4% in the 3rd quarter. Bessemer Group Inc. now owns 2,672,359 shares of the oil and gas company's stock worth $301,310,000 after buying an additional 1,454,308 shares during the period. Finally, Legal & General Group Plc boosted its holdings in ExxonMobil by 4.5% in the 3rd quarter. Legal & General Group Plc now owns 20,396,334 shares of the oil and gas company's stock worth $2,299,687,000 after buying an additional 886,087 shares during the period. 61.80% of the stock is owned by institutional investors.

Insider Activity

In other news, VP Darrin L. Talley sold 1,080 shares of ExxonMobil stock in a transaction dated 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 approximately $2,662,782. This trade represents a 5.93% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. In the last ninety days, insiders sold 11,460 shares of company stock worth $1,687,854. Company insiders own 0.03% of the company's stock.

ExxonMobil Stock Down 0.0%

Shares of NYSE:XOM opened at $149.18 on Thursday. The firm has a fifty day moving average price of $154.93 and a two-hundred day moving average price of $132.23. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. ExxonMobil Corporation has a one year low of $101.18 and a one year high of $176.41. The company has a market cap of $620.08 billion, a price-to-earnings ratio of 22.30, a PEG ratio of 0.90 and a beta of 0.29.

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

ExxonMobil Announces Dividend

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

Analysts Set New Price Targets

XOM has been the subject of several analyst reports. UBS Group restated a "buy" rating and issued a $171.00 target price on shares of ExxonMobil in a research note on Monday, February 2nd. Royal Bank Of Canada raised their target price on ExxonMobil from $160.00 to $180.00 and gave the stock a "sector perform" rating in a research note on Thursday, April 9th. Morgan Stanley raised their target price on ExxonMobil from $134.00 to $172.00 and gave the stock an "overweight" rating in a research note on Friday, March 27th. Loop Capital set a $123.00 target price on ExxonMobil in a research note on Tuesday, February 3rd. Finally, JPMorgan Chase & Co. raised their target price on ExxonMobil from $140.00 to $170.00 and gave the stock an "overweight" rating in a research note on Thursday, April 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, ExxonMobil has a consensus rating of "Moderate Buy" and an average price target of $159.20.

Key Headlines Impacting ExxonMobil

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Strait of Hormuz disruption is lifting realized prices and export demand for U.S. barrels, improving near‑term revenue and highlighting Exxon’s role in global supply re‑routing. Exxon Mobil Gains Influence As Hormuz Blockade Rewrites Global Oil Trade
• Positive Sentiment: Exxon and partners signed a drilling contract to start exploratory deepwater work off western Greece, creating upside optionality if finds are commercial — a multi‑year growth catalyst. ExxonMobil, Energean to sign contract for first test gas drilling off Greece in years
• Positive Sentiment: Exxon’s partnerships plan to begin deepwater drilling offshore Greece by 2027, reinforcing the Reuters item and signaling multi‑year exploration investment. ExxonMobil & Partners Plan to Begin Deepwater Drilling Offshore Greece
• Positive Sentiment: Exxon’s near‑exclusive position supplying ultra‑pure (“six nines”) helium to chipmakers is an underappreciated, high‑margin niche that adds diversification and pricing power beyond oil & gas. Chip Makers Need Ultra-Pure Helium and Exxon Is Nearly the Sole Source of Six Nines Purity
• Neutral Sentiment: Exxon agreed to sell Thai gas assets to Horizon Oil — a portfolio reshaping move that could raise cash and simplify operations; market impact depends on deal terms and proceeds. ExxonMobil Signs Agreement to Sell Thai Gas Assets to Horizon Oil
• Negative Sentiment: Physical oil market signals from the North Sea show more offers than bids, suggesting weakening regional demand and falling physical premiums — a potential headwind for refinery margins and short‑term oil pricing. There Are More Offers Than Bids For North Sea Oil
• Negative Sentiment: Exxon warned of a Q1 production decline tied to Middle East disruptions; lower volumes can meaningfully weigh on revenue even if prices remain elevated. Exxon Mobil (XOM) Expects Decline in Q1 Production Amid Middle East Disruptions
• Negative Sentiment: Short‑term market sentiment has turned cautious — recent articles note a pullback in the stock and flags analysts/warners on valuation or risks, contributing to downward pressure on the share price. Exxon Mobil stock just got a warning Wall Street can't ignore

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.

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