Randolph Co Inc Increases Position in ExxonMobil Corporation $XOM

Key Points

• Randolph Co Inc increased its ExxonMobil stake by 21% in the fourth quarter, bringing its holdings to 271,480 shares valued at about $32.7 million. ExxonMobil now makes up roughly 3.1% of the fund’s portfolio.
• ExxonMobil reported better-than-expected Q1 earnings of $1.16 per share on revenue of $83.16 billion, topping analyst estimates. Revenue rose 2.4% year over year, and analysts now expect full-year EPS of 11.66.
• The company also declared a quarterly dividend of $1.03 per share, or $4.12 annualized, for a yield of about 2.7%. Meanwhile, Wall Street’s consensus rating remains Hold, with an average price target of $165.55.

Randolph Co Inc increased its stake in ExxonMobil Corporation (NYSE:XOM - Free Report) by 21.0% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 271,480 shares of the oil and gas company's stock after acquiring an additional 47,071 shares during the period. ExxonMobil comprises approximately 3.1% of Randolph Co Inc's portfolio, making the stock its 14th largest position. Randolph Co Inc's holdings in ExxonMobil were worth $32,670,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in XOM. Eagle Capital Management LLC grew its position in ExxonMobil by 15.3% in the first quarter. Eagle Capital Management LLC now owns 2,836 shares of the oil and gas company's stock worth $337,000 after acquiring an additional 376 shares in the last quarter. Caxton Associates LLP purchased a new stake in ExxonMobil during the first quarter valued at about $305,000. Sivia Capital Partners LLC boosted its position in ExxonMobil by 1.9% during the second quarter. Sivia Capital Partners LLC now owns 11,237 shares of the oil and gas company's stock valued at $1,211,000 after buying an additional 207 shares during the period. United Bank boosted its position in ExxonMobil by 2.8% during the second quarter. United Bank now owns 21,821 shares of the oil and gas company's stock valued at $2,352,000 after buying an additional 600 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in ExxonMobil by 17.4% during the second quarter. Schnieders Capital Management LLC. now owns 36,710 shares of the oil and gas company's stock valued at $3,957,000 after buying an additional 5,443 shares during the period. 61.80% of the stock is currently owned by hedge funds and other institutional investors.

ExxonMobil Stock Performance

ExxonMobil stock opened at $152.12 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.77 and a debt-to-equity ratio of 0.13. The firm has a 50-day moving average of $154.22 and a 200-day moving average of $141.21. The firm has a market cap of $630.51 billion, a P/E ratio of 25.65, a P/E/G ratio of 0.66 and a beta of 0.16. ExxonMobil Corporation has a 1-year low of $101.73 and a 1-year high of $176.41.

ExxonMobil (NYSE:XOM - Get Free Report) last posted its earnings results on Friday, May 1st. The oil and gas company reported $1.16 earnings per share for the quarter, topping analysts' consensus estimates of $0.98 by $0.18. The company had revenue of $83.16 billion during the quarter, compared to analyst estimates of $81.13 billion. ExxonMobil had a net margin of 7.57% and a return on equity of 10.24%. ExxonMobil's revenue for the quarter was up 2.4% on a year-over-year basis. During the same period in the prior year, the business posted $1.76 earnings per share. Sell-side analysts expect that ExxonMobil Corporation will post 11.66 EPS for the current year.

ExxonMobil Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 15th will be issued a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Friday, May 15th. ExxonMobil's dividend payout ratio is currently 69.48%.

ExxonMobil News Summary

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Rising tensions tied to the Iran conflict are tightening the oil market, which could lift crude prices and improve ExxonMobil’s upstream earnings and cash flow. As the Iran conflict shakes up the oil market, where can investors find value?
• Positive Sentiment: ExxonMobil is still being highlighted by bullish stock screens and analysts, including price-target increases from brokers such as Mizuho and Barclays, reinforcing the view that the shares still have upside. Exxon Mobil Corporation (XOM) Among the Best Low Cost Stocks to Buy Now
• Positive Sentiment: Exxon’s Permian business is being cited as a key advantage because of low breakevens and rising production, which supports profitability if oil stays elevated. ExxonMobil's Permian Advantage: Low Breakeven, Rising Production
• Positive Sentiment: An Exxon senior vice president said Brent could surge to $150-$160 per barrel in coming weeks, underscoring a sharply bullish commodity outlook that would likely benefit ExxonMobil. Exxon SVP Warns Oil Could Spike to $150-160 Per Barrel in ‘Coming Weeks'
• Neutral Sentiment: Exxon shareholders approved moving the company’s legal domicile from New Jersey to Texas, a governance and tax-structure shift that may help long term but is not an immediate earnings catalyst. Exxon Mobil Texas Move And What It Means For XOM Valuation
• Neutral Sentiment: One analysis says Exxon’s Q1 2026 production slipped from Q4 2025 levels, suggesting growth is not fully keeping pace with market expectations and could limit near-term upside. Decoupling Exxon's Production Growth From Market Reality
• Negative Sentiment: Recent commentary also notes Exxon’s valuation remains dependent on oil-market strength, so if crude cools or production disappoints, the stock could give back some of its recent gains. How Recent Shifts In Oil And Analyst Views Are Rewriting The Story For Exxon Mobil (XOM)

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Mizuho upped their price target on shares of ExxonMobil from $159.00 to $175.00 and gave the company a "neutral" rating in a research report on Wednesday, May 27th. Weiss Ratings lowered shares of ExxonMobil from a "hold (c+)" rating to a "hold (c)" rating in a research report on Thursday, May 21st. Citigroup upped their price target on shares of ExxonMobil from $150.00 to $175.00 and gave the company a "neutral" rating in a research report on Thursday, April 2nd. HSBC upped their price target on shares of ExxonMobil from $135.00 to $158.00 and gave the company a "hold" rating in a research report on Friday, March 20th. Finally, BNP Paribas Exane set a $165.00 price target on shares of ExxonMobil and gave the company a "neutral" rating in a research report on Friday, April 17th. Ten research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat.com, ExxonMobil currently has a consensus rating of "Hold" and an average target price of $165.55.

Insider Buying and Selling at ExxonMobil

In other 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 transaction of $167,940.00. Following the completion of the sale, the vice president directly owned 17,124 shares in the company, valued at approximately $2,662,782. This represents a 5.93% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.03% of the company's stock.

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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