ExxonMobil Corporation $XOM Stock Holdings Increased by Investment Partners LTD.

Key Points

• Investment Partners LTD. nearly doubled its ExxonMobil stake in the third quarter, increasing holdings by 94.3% to 30,034 shares valued at approximately $4.9 million. Institutional investors and hedge funds collectively own 61.8% of XOM.
• ExxonMobil reported strong third-quarter results, with adjusted earnings of $4.23 per share and revenue of $110.5 billion, both above expectations. Refining margins were the primary profit driver, more than offsetting weaker upstream performance.
• Analysts maintain a consensus “Moderate Buy” rating with a $167.70 price target, while ExxonMobil raised its quarterly dividend to $1.07 per share. The stock’s recent rally and reliance on elevated refining margins could limit further upside if energy prices or fuel spreads decline.

Investment Partners LTD. boosted its position in ExxonMobil Corporation (NYSE:XOM - Free Report) by 94.3% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 30,034 shares of the oil and gas company's stock after purchasing an additional 14,575 shares during the quarter. Investment Partners LTD.'s holdings in ExxonMobil were worth $4,888,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the business. GQG Partners LLC increased its position in shares of ExxonMobil by 153.3% in 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 period. Quantum Portfolio Management LLC acquired a new stake in shares of ExxonMobil during the first quarter valued at about $965,932,000. Arrowstreet Capital Limited Partnership acquired a new stake in ExxonMobil during the 1st quarter worth approximately $766,345,000. Dimensional Fund Advisors LP grew its stake in shares of ExxonMobil by 5.7% in the first 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 purchasing an additional 1,540,902 shares during the last quarter. Finally, Fifth Third Bancorp increased its stake in shares of ExxonMobil by 63.3% in the first quarter. Fifth Third Bancorp now owns 3,371,424 shares of the oil and gas company's stock valued at $571,996,000 after buying an additional 1,307,465 shares during the period. Institutional investors and hedge funds own 61.80% of the company's stock.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on the company. Argus lifted their price objective on ExxonMobil from $169.00 to $175.00 and gave the stock a "buy" rating in a research report on Tuesday, August 11th. Freedom Capital upgraded shares of ExxonMobil from a "strong sell" rating to a "hold" rating in a report on Tuesday, August 4th. BNP Paribas Exane decreased 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. Weiss Ratings upgraded shares of ExxonMobil from a "buy (b-)" rating to a "buy (b)" rating in a research note on Tuesday, September 29th. Finally, Jefferies Financial Group boosted their price target on shares of ExxonMobil from $184.00 to $200.00 and gave the stock a "buy" rating in a report on Monday, August 17th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and fourteen have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $167.70.

ExxonMobil News Roundup

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Q3 earnings exceeded expectations. ExxonMobil reported adjusted earnings of $4.23 per share, ahead of the roughly $4.08–$4.12 analyst consensus and well above $1.88 a year earlier. Net income reached approximately $15.4 billion, while revenue also surpassed estimates. ExxonMobil Announces Third-Quarter 2026 Results
• Positive Sentiment: Refining was the key profit driver. Record or unusually strong refining margins, particularly for diesel, more than offset weaker upstream results and lifted earnings, cash flow and shareholder returns. Exxon’s refining operations earned more than its oil-production business for the first time in six years. Exxon, Chevron earnings propelled by war-driven refining surge
• Positive Sentiment: Shareholder distributions are expanding. ExxonMobil raised its dividend by approximately 3.9%–4% and plans $20 billion in share repurchases during 2027. The company also highlighted production gains from Guyana, Kearl and PNG LNG, supporting its long-term growth profile. ExxonMobil Raises Dividend by 3.9%, Sets $20 Billion 2027 Buyback Plan
• Positive Sentiment: Higher oil prices provided a favorable backdrop. Brent crude approached $120 per barrel as Middle East tensions and other geopolitical disruptions tightened energy markets. Investors also showed bullish positioning through unusually heavy call-option activity.
• Neutral Sentiment: ExxonMobil CEO Darren Woods said global refining disruptions may not have a quick fix. While this could sustain margins, it also underscores continuing geopolitical and operational uncertainty. The company and Chevron additionally canceled executive travel to a Gulf energy conference because of security concerns. ExxonMobil CEO Sees No Quick Fix for Global Refining Disruptions
• Negative Sentiment: After a powerful rally, XOM offers new investors a substantially lower dividend yield than it did at the start of the year. Its valuation and dependence on elevated, potentially temporary refining margins may limit further upside if oil prices or fuel spreads retreat.

ExxonMobil Price Performance

XOM opened at $187.03 on Monday. ExxonMobil Corporation has a 12-month low of $112.51 and a 12-month high of $188.50. The company has a current ratio of 1.19, a quick ratio of 0.92 and a debt-to-equity ratio of 0.11. The stock has a 50-day moving average price of $167.76 and a 200-day moving average price of $154.35. The stock has a market capitalization of $775.23 billion, a P/E ratio of 19.22, a PEG ratio of 0.94 and a beta of 0.21.

ExxonMobil (NYSE:XOM - Get Free Report) last released its quarterly earnings data on Friday, October 30th. The oil and gas company reported $4.23 EPS for the quarter, topping the consensus estimate of $4.12 by $0.11. ExxonMobil had a return on equity of 16.63% and a net margin of 10.24%. The firm had revenue of $110.50 billion for the quarter, compared to the consensus estimate of $104.89 billion. During the same quarter in the previous year, the business earned $1.88 earnings per share. Equities analysts predict that ExxonMobil Corporation will post 13.58 earnings per share for the current fiscal year.

ExxonMobil Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Monday, November 16th will be given a dividend of $1.07 per share. This is a boost from ExxonMobil's previous quarterly dividend of $1.03. This represents a $4.28 annualized dividend and a dividend yield of 2.3%. The ex-dividend date is Monday, November 16th. ExxonMobil's dividend payout ratio is presently 42.34%.

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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