ExxonMobil Corporation $XOM Shares Bought by Concurrent Investment Advisors LLC

Key Points

• Concurrent Investment Advisors LLC increased its stake in ExxonMobil by 21.0%, buying 47,825 shares to hold 275,643 shares valued at about $33.17 million per its latest SEC filing.
• ExxonMobil beat quarterly estimates with EPS of $1.71 (vs. $1.63) and $80.04 billion in revenue, recently paid a $1.03 quarterly dividend (2.8% yield), and carries a MarketBeat consensus rating of Moderate Buy with a $161.55 price target.
• Insiders sold 11,460 shares over the last quarter (including VP Darrin L. Talley’s 5,000‑share sale); corporate insiders now own just 0.03% of the stock while institutional investors hold about 61.8%.

Concurrent Investment Advisors LLC grew its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 21.0% in the 4th quarter, according to its most recent filing with the SEC. The firm owned 275,643 shares of the oil and gas company's stock after buying an additional 47,825 shares during the quarter. Concurrent Investment Advisors LLC's holdings in ExxonMobil were worth $33,171,000 as of its most recent filing with the SEC.

Other large investors have also recently made changes to their positions in the company. MOKAN Wealth Management Inc. lifted its stake in ExxonMobil by 1.3% in the fourth quarter. MOKAN Wealth Management Inc. now owns 5,903 shares of the oil and gas company's stock worth $711,000 after acquiring an additional 77 shares during the last quarter. Field & Main Bank increased its position in shares of ExxonMobil by 0.3% in the 4th quarter. Field & Main Bank now owns 23,393 shares of the oil and gas company's stock valued at $2,815,000 after purchasing an additional 78 shares during the last quarter. Capstone Wealth Management LLC raised its holdings in shares of ExxonMobil by 3.1% in the 4th quarter. Capstone Wealth Management LLC now owns 2,606 shares of the oil and gas company's stock valued at $314,000 after purchasing an additional 79 shares in the last quarter. Sunburst Financial Group LLC lifted its position in shares of ExxonMobil by 2.3% during the 4th quarter. Sunburst Financial Group LLC now owns 3,526 shares of the oil and gas company's stock worth $424,000 after purchasing an additional 80 shares during the last quarter. Finally, Norris Perne & French LLP MI grew its stake in shares of ExxonMobil by 1.0% during the fourth quarter. Norris Perne & French LLP MI now owns 8,066 shares of the oil and gas company's stock worth $971,000 after purchasing an additional 80 shares in the last quarter. 61.80% of the stock is currently owned by hedge funds and other institutional investors.

ExxonMobil News Roundup

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Jim Cramer singled out Exxon (alongside Chevron) as part of a “classic long-term” oil play, which can boost retail/institutional investor confidence in XOM’s steady, dividend-focused positioning. Jim Cramer Says Oil Companies Like Chevron and Exxon “Have Classic Long-Term Approaches”
• Positive Sentiment: Coverage highlights a strategic shift at Exxon toward new business areas (advanced materials, CCS-enabled services, and integration of Pioneer assets) that could de‑risk future cash flows and support longer-term growth expectations. ExxonMobil’s latest move shows a shift by the global oil giant
• Positive Sentiment: A bullish preview argues XOM remains undervalued vs. fundamentals, citing Permian production gains from Pioneer assets and growth in new divisions — a narrative that supports buy-side interest ahead of results. Exxon Mobil's Earnings Might Change The Game (Preview)
• Positive Sentiment: Macro headlines show oil futures rising after U.S.-Iran peace talks were scrapped — higher oil prices generally lift upstream earnings and cash flow for majors like Exxon. 5 Things to Know Before the Stock Market Opens
• Negative Sentiment: Competitor BP is being portrayed as outperforming peers into Q1 results, a narrative that could pressure relative-performance investors and prompt reweighting away from Exxon if BP’s operational/financial beats continue. Big Oil Stocks: Why BP Is Leaving ExxonMobil in the Dust Ahead of Q1 Earnings
• Negative Sentiment: A lawsuit alleges ExxonMobil participated in a scheme shifting orphan-well cleanup costs to taxpayers — potential legal, remediation and reputational risks that investors will watch for escalation or material liabilities. Lawsuit claims Exxon Mobil, Empire Petroleum defrauded taxpayers in orphan well scheme
• Neutral Sentiment: Exxon’s large charitable fundraising in Houston generates positive PR but is unlikely to move the stock materially; useful for stakeholder relations, not near-term earnings. Exxon Mobil raises record-breaking $16 million for Houston nonprofits, mostly for United Way

Insiders Place Their Bets

In related news, VP Darrin L. Talley sold 5,000 shares of the company's stock in a transaction 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 transaction, the vice president owned 23,584 shares of the company's stock, valued at $3,295,864. This represents a 17.49% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Insiders sold a total of 11,460 shares of company stock worth $1,687,854 over the last quarter. Corporate insiders own 0.03% of the company's stock.

ExxonMobil Stock Down 0.5%

Shares of NYSE:XOM opened at $148.15 on Tuesday. ExxonMobil Corporation has a fifty-two week low of $101.18 and a fifty-two week high of $176.41. The company has a quick ratio of 0.79, a current ratio of 1.15 and a debt-to-equity ratio of 0.13. The firm's 50-day simple moving average is $154.74 and its 200-day simple moving average is $134.37. The company has a market cap of $615.79 billion, a price-to-earnings ratio of 22.15, a PEG ratio of 0.75 and a beta of 0.29.

ExxonMobil (NYSE:XOM - Get Free Report) last posted its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.63 by $0.08. ExxonMobil had a net margin of 8.68% and a return on equity of 11.21%. The firm had revenue of $80.04 billion during the quarter, compared to analysts' expectations of $77.98 billion. During the same period in the prior year, the company posted $1.67 earnings per share. The firm's revenue for the quarter was down 1.3% on a year-over-year basis. As a group, equities research analysts predict that ExxonMobil Corporation will post 9.94 earnings per share for the current year.

ExxonMobil Dividend Announcement

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

Analyst Upgrades and Downgrades

XOM has been the topic of a number of analyst reports. Mizuho raised their price target on ExxonMobil from $140.00 to $162.00 and gave the company a "neutral" rating in a research note on Tuesday, March 17th. Weiss Ratings reiterated a "hold (c+)" rating on shares of ExxonMobil in a report on Friday, April 10th. Barclays boosted their target price on ExxonMobil from $145.00 to $163.00 and gave the stock an "overweight" rating in a research note on Monday, March 16th. Jefferies Financial Group upped their price target on ExxonMobil from $178.00 to $184.00 and gave the company a "buy" rating in a report on Thursday, April 9th. Finally, Sanford C. Bernstein reduced their price objective on shares of ExxonMobil from $142.00 to $137.00 and set an "outperform" rating for the company in a research report on Monday, January 5th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating and ten have issued a Hold rating to the company's stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $161.55.

About ExxonMobil

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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