Yousif Capital Management LLC Sells 32,226 Shares of Exxon Mobil Corporation $XOM

Key Points

• Yousif Capital Management trimmed its Exxon Mobil stake by 5.2%, selling 32,226 shares in Q4 and now holds 590,805 shares valued at $77.08 million, making XOM its 13th largest holding (0.8% of the fund).
• Analyst sentiment is broadly positive with a consensus rating of "Moderate Buy" and a $159.20 consensus price target, while several firms recently raised targets (e.g., JPMorgan to $170, Morgan Stanley to $172, Jefferies/Wells Fargo/RBC higher).
• Exxon beat estimates in its most recent quarter (EPS $1.71 vs. $1.63 consensus; revenue $80.04B) and pays a quarterly dividend of $1.03 ($4.12 annual, ~2.7% yield) with a payout ratio of 61.58%.

Yousif Capital Management LLC lowered its position in Exxon Mobil Corporation (NYSE:XOM - Free Report) by 5.2% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 590,805 shares of the oil and gas company's stock after selling 32,226 shares during the period. Exxon Mobil accounts for 0.8% of Yousif Capital Management LLC's portfolio, making the stock its 13th largest holding. Yousif Capital Management LLC's holdings in Exxon Mobil were worth $77,076,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Northern Trust Corp raised its stake in shares of Exxon Mobil by 1.0% in the third quarter. Northern Trust Corp now owns 44,026,019 shares of the oil and gas company's stock valued at $4,963,934,000 after acquiring an additional 445,283 shares during the last quarter. Franklin Resources Inc. raised its stake in shares of Exxon Mobil by 7.4% in the third quarter. Franklin Resources Inc. now owns 38,728,643 shares of the oil and gas company's stock valued at $4,366,655,000 after acquiring an additional 2,660,910 shares during the last quarter. Capital Research Global Investors raised its stake in shares of Exxon Mobil by 0.4% in the third quarter. Capital Research Global Investors now owns 33,620,927 shares of the oil and gas company's stock valued at $3,790,773,000 after acquiring an additional 127,466 shares during the last quarter. Fisher Asset Management LLC raised its stake in shares of Exxon Mobil by 1.1% in the third quarter. Fisher Asset Management LLC now owns 31,194,493 shares of the oil and gas company's stock valued at $3,517,179,000 after acquiring an additional 340,785 shares during the last quarter. Finally, Legal & General Group Plc raised its stake in shares of Exxon Mobil by 4.5% in the third quarter. Legal & General Group Plc now owns 20,396,334 shares of the oil and gas company's stock valued at $2,299,687,000 after acquiring an additional 886,087 shares during the last quarter. Institutional investors own 61.80% of the company's stock.

More Exxon Mobil News

Here are the key news stories impacting Exxon Mobil this week:

• Positive Sentiment: Several sell‑side firms raised targets/ratings this week (Jefferies to $184, RBC to $180, Wells Fargo to $185, JPMorgan raised to $170) — these upgrades signal continued analyst conviction in XOM’s upside and longer‑term cash generation potential. Jefferies target raise
• Positive Sentiment: JPMorgan issued a positive forecast and Erste Group lifted earnings estimates, supporting near‑to‑medium term earnings outlook. JPMorgan forecast
• Positive Sentiment: Macro demand tailwind: articles highlight rising LNG demand and geopolitically driven export opportunities that could boost Exxon’s upstream and LNG-related cash flows. This is a structural positive if exports and pricing remain strong. LNG demand surge
• Neutral Sentiment: Earnings preview: XOM is set to report Q1 results soon with Wall Street expecting single‑digit EPS growth — a modest beat could calm sellers, but expectations aren’t lofty enough to drive a large rally on their own. Earnings preview
• Neutral Sentiment: Analysts note attractive long‑term free cash flow despite near‑term earnings headwinds (TD Cowen maintaining a Buy). That supports dividend stability and buyback optionality, making XOM a defensive energy pick for income investors. TD Cowen note
• Neutral Sentiment: Options and volatility stories: elevated option activity and unusual vol indicate traders are positioning for big moves around catalysts (earnings, oil swings). This raises short‑term risk/reward for active traders. Options volatility
• Negative Sentiment: Wolfe Research cut its price target to $153 and an analyst downgrade triggered intraday selling; this contributed to downward pressure on the stock. Wolfe Research cut
• Negative Sentiment: Oil prices plunged (~16%) after reports of an Iran ceasefire / suspension of hostilities, which materially reduced the geopolitical risk premium — that sharp crude decline is the primary near‑term reason energy names, including XOM, fell. Oil price crash
• Negative Sentiment: Sector rotation and calmer geopolitics led intraday reversals — rallies tied to a high‑risk energy shock retraced as markets priced in lower risk, pressuring XOM despite favorable fundamentals. Intraday reversal

Exxon Mobil Stock Performance

Shares of Exxon Mobil stock opened at $152.43 on Friday. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. The firm has a market cap of $635.14 billion, a P/E ratio of 22.78, a P/E/G ratio of 0.98 and a beta of 0.29. The firm has a 50 day simple moving average of $154.51 and a 200 day simple moving average of $131.38. Exxon Mobil Corporation has a fifty-two week low of $98.79 and a fifty-two week high of $176.41.

Exxon Mobil (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. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The business had revenue of $80.04 billion during the quarter, compared to analyst estimates of $77.98 billion. During the same quarter last year, the business posted $1.67 earnings per share. Exxon Mobil's revenue for the quarter was down 1.3% compared to the same quarter last year. Sell-side analysts predict that Exxon Mobil Corporation will post 7.43 earnings per share for the current fiscal year.

Exxon Mobil Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were issued a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Thursday, February 12th. Exxon Mobil's payout ratio is currently 61.58%.

Insider Buying and Selling

In other Exxon Mobil news, VP Darrin L. Talley sold 1,080 shares of Exxon Mobil stock in a transaction on 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 owned 17,124 shares of the company's stock, valued at approximately $2,662,782. The trade was 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. Over the last three months, insiders have sold 11,460 shares of company stock worth $1,687,854. 0.03% of the stock is currently owned by insiders.

Analysts Set New Price Targets

A number of analysts recently weighed in on XOM shares. Sanford C. Bernstein lowered their price target on shares of Exxon Mobil from $142.00 to $137.00 and set an "outperform" rating for the company in a report on Monday, January 5th. Loop Capital set a $123.00 price target on shares of Exxon Mobil in a report on Tuesday, February 3rd. JPMorgan Chase & Co. raised their price target on shares of Exxon Mobil from $140.00 to $170.00 and gave the company an "overweight" rating in a report on Thursday. Scotiabank raised shares of Exxon Mobil to a "strong-buy" rating in a report on Friday, March 27th. Finally, Morgan Stanley raised their price target on shares of Exxon Mobil from $134.00 to $172.00 and gave the company an "overweight" rating in a report on Friday, March 27th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have issued a Hold rating and one has issued a Sell rating to the company's stock. According to MarketBeat.com, Exxon Mobil currently has a consensus rating of "Moderate Buy" and a consensus price target of $159.20.

Exxon Mobil Company Profile

Exxon Mobil 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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