ExxonMobil Corporation $XOM Stock: Motley Fool Asset Management LLC Grows Holdings

Key Points

• Motley Fool Asset Management increased its ExxonMobil stake by 5,203.1% in the third quarter, ending with 293,423 shares valued at approximately $47.8 million. Institutional investors and hedge funds collectively own 61.8% of XOM.
• ExxonMobil reported quarterly earnings of $4.23 per share, exceeding estimates, while revenue reached $110.5 billion. Strong refining margins were the primary profit driver, offsetting weaker upstream performance.
• Analysts maintain a generally positive view, with a consensus rating of “Moderate Buy” and an average price target of $167.70, although XOM’s rally has reduced its dividend yield and leaves the stock exposed to weaker oil prices or refining margins.

Motley Fool Asset Management LLC raised its holdings in ExxonMobil Corporation (NYSE:XOM - Free Report) by 5,203.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 293,423 shares of the oil and gas company's stock after buying an additional 287,890 shares during the period. ExxonMobil comprises about 1.8% of Motley Fool Asset Management LLC's holdings, making the stock its 14th largest position. Motley Fool Asset Management LLC's holdings in ExxonMobil were worth $47,755,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in the business. Dimensional Fund Advisors LP increased its position in shares of ExxonMobil by 5.7% during 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 acquiring an additional 1,540,902 shares in the last quarter. Amundi raised its holdings in shares of ExxonMobil by 5.1% in the 1st quarter. Amundi now owns 24,511,156 shares of the oil and gas company's stock worth $4,158,563,000 after acquiring an additional 1,192,386 shares during the last quarter. GQG Partners LLC lifted its position in ExxonMobil by 153.3% in the 2nd quarter. GQG Partners LLC now owns 16,877,523 shares of the oil and gas company's stock valued at $2,307,497,000 after acquiring an additional 10,214,420 shares in the last quarter. Swiss National Bank lifted its position in ExxonMobil by 5.9% in the 1st quarter. Swiss National Bank now owns 12,376,418 shares of the oil and gas company's stock valued at $2,099,783,000 after acquiring an additional 693,800 shares in the last quarter. Finally, National Pension Service lifted its position in ExxonMobil by 1.8% in the 2nd quarter. National Pension Service now owns 9,664,021 shares of the oil and gas company's stock valued at $1,321,265,000 after acquiring an additional 166,268 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on XOM shares. Jefferies Financial Group lifted their price target on ExxonMobil from $184.00 to $200.00 and gave the company a "buy" rating in a research note on Monday, August 17th. Mizuho lowered their price objective on ExxonMobil from $175.00 to $170.00 and set a "neutral" rating for the company in a research note on Thursday, July 9th. Royal Bank Of Canada restated a "sector perform" rating and issued a $180.00 target price (up from $160.00) on shares of ExxonMobil in a report on Monday, September 21st. Morgan Stanley raised their target price on ExxonMobil from $177.00 to $185.00 and gave the company an "overweight" rating in a report on Thursday, October 15th. Finally, Bank of America cut ExxonMobil from a "buy" rating to a "neutral" rating and lifted their target price for the company from $154.00 to $158.00 in a research report on Tuesday, July 28th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $167.70.

ExxonMobil Stock Up 2.0%

Shares of NYSE:XOM opened at $187.03 on Friday. ExxonMobil Corporation has a 1 year low of $112.51 and a 1 year high of $188.50. The company has a market capitalization of $775.23 billion, a PE ratio of 24.07, a price-to-earnings-growth ratio of 0.92 and a beta of 0.21. The business has a fifty day moving average price of $167.76 and a two-hundred day moving average price of $154.35. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.13 and a quick ratio of 0.85.

ExxonMobil (NYSE:XOM - Get Free Report) last released its earnings results on Friday, October 30th. The oil and gas company reported $4.23 EPS for the quarter, topping analysts' consensus estimates of $4.12 by $0.11. The company had revenue of $110.50 billion for the quarter, compared to analysts' expectations of $104.89 billion. ExxonMobil had a return on equity of 13.14% and a net margin of 8.88%. During the same period in the previous year, the business posted $1.88 EPS. Analysts forecast that ExxonMobil Corporation will post 13.61 earnings per share for the current year.

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 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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