FORM Wealth Advisors LLC Purchases Shares of 7,468 ExxonMobil Corporation $XOM

Key Points

• FORM Wealth Advisors LLC bought a new stake of 7,468 shares of ExxonMobil in Q4, valued at about $899,000 and making up roughly 0.1% of its portfolio (its 28th largest position).
• Institutional ownership is high (~61.8%) with several major funds adding to positions, and analysts show a consensus rating of "Moderate Buy" with a consensus target price of $161.55.
• Exxon recently beat quarterly EPS estimates ($1.71 vs. $1.63), pays an annualized dividend of $4.12 (~2.8% yield), and has mixed near‑term drivers—positive LNG/project developments and lower short interest, but some analyst concern about upcoming EPS declines.

FORM Wealth Advisors LLC purchased a new stake in ExxonMobil Corporation (NYSE:XOM - Free Report) during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,468 shares of the oil and gas company's stock, valued at approximately $899,000. ExxonMobil comprises approximately 0.1% of FORM Wealth Advisors LLC's investment portfolio, making the stock its 28th biggest position.

Several other hedge funds also recently added to or reduced their stakes in the business. Franklin Resources Inc. boosted its stake in shares of ExxonMobil by 7.4% during 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 acquiring an additional 2,660,910 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in shares of ExxonMobil by 218.4% during 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 acquiring an additional 2,546,791 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of ExxonMobil by 105.4% during 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 acquiring an additional 1,501,235 shares in the last quarter. Bessemer Group Inc. boosted its stake in shares of ExxonMobil by 119.4% during 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 acquiring an additional 1,454,308 shares in the last quarter. Finally, Legal & General Group Plc boosted its stake in shares of ExxonMobil by 4.5% during 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 acquiring an additional 886,087 shares in the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

XOM has been the topic of several recent analyst reports. Zacks Research raised shares of ExxonMobil from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, April 21st. Royal Bank Of Canada increased their target price on shares of ExxonMobil from $160.00 to $180.00 and gave the stock a "sector perform" rating in a research note on Thursday, April 9th. Mizuho boosted their price target on shares of ExxonMobil from $140.00 to $162.00 and gave the stock a "neutral" rating in a report on Tuesday, March 17th. Morgan Stanley cut their price target on shares of ExxonMobil from $172.00 to $171.00 and set an "overweight" rating for the company in a report on Friday, April 17th. Finally, Citigroup boosted their price target on shares of ExxonMobil from $150.00 to $175.00 and gave the stock a "neutral" rating in a report on Thursday, April 2nd. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating and ten have given a Hold rating to the company's stock. According to MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $161.55.

ExxonMobil Trading Down 1.1%

Shares of ExxonMobil stock opened at $148.90 on Friday. The firm has a market capitalization of $618.89 billion, a PE ratio of 22.26, a P/E/G ratio of 0.76 and a beta of 0.29. ExxonMobil Corporation has a twelve month low of $101.18 and a twelve month high of $176.41. The firm's 50-day moving average price is $154.75 and its 200 day moving average price is $133.99. The company has a current ratio of 1.15, a quick ratio of 0.79 and a debt-to-equity ratio of 0.13.

ExxonMobil (NYSE:XOM - Get Free Report) last issued its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, beating analysts' consensus estimates of $1.63 by $0.08. The firm had revenue of $80.04 billion for the quarter, compared to analyst estimates of $77.98 billion. ExxonMobil had a net margin of 8.68% and a return on equity of 11.21%. ExxonMobil's quarterly revenue was down 1.3% compared to the same quarter last year. During the same period last year, the company posted $1.67 EPS. On average, sell-side analysts predict that ExxonMobil Corporation will post 9.94 EPS for the current fiscal year.

ExxonMobil Announces Dividend

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

Insider Buying and Selling

In other ExxonMobil news, VP Darrin L. Talley sold 1,080 shares of the stock in a transaction dated Monday, March 16th. The shares were 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 in the company, valued at approximately $2,662,782. This represents a 5.93% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. In the last three months, insiders have sold 11,460 shares of company stock valued at $1,687,854. 0.03% of the stock is currently owned by corporate insiders.

ExxonMobil News Summary

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Exxon and QatarEnergy shipped the first LNG cargo from the Golden Pass export terminal — a commercial milestone that supports longer‑term gas export volumes and cash flow potential. Exxon, QatarEnergy ship first LNG cargo from Golden Pass export terminal
• Positive Sentiment: XOM awarded Saipem a $150M contract for engineering and procurement on the Guyana Longtail development — progress on Guyana projects supports production growth guidance and project de‑risking. ExxonMobil Awards Saipem $150M Contract for Longtail Development
• Positive Sentiment: Short interest fell sharply in April (down ~19% vs. March) to ~43M shares, reducing a potential short squeeze risk and signalling some bearish positions were closed. Source: short interest release
• Positive Sentiment: Zacks upgraded Exxon from "hold" to "strong-buy," which can attract buy-side interest and retail flows following the upgrade. Zacks upgrade coverage
• Positive Sentiment: Analyst commentary highlights production gains and the company’s low‑carbon/clean energy initiatives, reinforcing longer‑term upside narratives after a strong YTD rally. Zacks Analyst Blog on ExxonMobil
• Neutral Sentiment: Reports say Exxon is weighing a sale of its Esso retail network in Hong Kong as it refocuses capital in Asia — proceeds could be redeployed to higher‑return projects, but the move is a strategic reshuffle rather than an immediate EPS driver. Exxon Mobil Weighs Hong Kong Esso Sale And Refocuses Capital Priorities
• Neutral Sentiment: Exxon is raising plastics prices amid sector supply disruptions — supports near‑term margins in chemicals but exposure is mixed given cyclical demand. This Is Why Exxon Mobil Is Hiking Plastics Prices
• Neutral Sentiment: Options/income‑strategy writeups promote yield plays on XOM stock — may increase retail option activity but are not a fundamental earnings driver. Turn Exxon Mobil Stock into an Income Machine with This Options Play
• Negative Sentiment: Zacks preview notes analysts expect a decline in upcoming EPS, suggesting Exxon lacks the mix for a likely earnings beat — weak near‑term results would pressure the stock. Analysts Estimate Exxon Mobil to Report a Decline in Earnings
• Negative Sentiment: Coverage noting that the long oil trade is cooling and XOM/CVX have pulled back after big YTD gains — sentiment rotation and profit‑taking are weighing on shares. Exxon and Chevron Up 20%+ YTD – Why the Long Oil Trade Is Stalling Out

ExxonMobil Company 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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