Exxon Mobil (NYSE:XOM) Releases Quarterly Earnings Results, Beats Estimates By $0.08 EPS

Exxon Mobil (NYSE:XOM) released its quarterly earnings results on Friday. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08, FiscalAI reports. The firm had revenue of $82.31 billion for the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The company’s revenue for the quarter was down 1.3% on a year-over-year basis. During the same period last year, the business posted $1.67 EPS.

Here are the key takeaways from Exxon Mobil’s conference call:

• ExxonMobil reported strong operational delivery in 2025 — upstream production averaged 4.7 million boe/d, unit earnings were more than double 2019 on a constant price basis, and the company completed all 10 key 2025 projects.
• Core growth engines are scaling — Guyana’s Yellowtail pushed gross Q4 output to ~875,000 b/d and four FPSOs are producing ~100,000 b/d above basis, while the Permian hit a Q4 record of 1.8 million boe/d and Exxon expects Permian volumes to exceed 2.5 million boe/d beyond 2030 via technology deployment.
• Financial discipline is driving shareholder returns — Exxon completed $20 billion in repurchases in 2025, has returned ~$150 billion in distributions over five years, and cites $15 billion of structural cost savings to date, supporting industry‑leading ROCE and cash flow flexibility.
• Low‑carbon and materials technologies are advancing but remain medium/long‑term — Proxima products and advanced battery anode graphite show promising performance and Exxon cites ~9 million t/yr of CCS capacity/contracts, though commercialization and scale will take time.
• Near‑term margin and geopolitical risks persist — base chemicals margins remain pressured by added supply despite solid demand, and expansion into additional acreage (e.g., force‑majeure areas, Venezuela, Libya, Iraq) depends on legal rulings, fiscal terms, and geopolitical developments.

Exxon Mobil Stock Performance

NYSE:XOM opened at $141.43 on Friday. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79. Exxon Mobil has a 1-year low of $97.80 and a 1-year high of $142.34. The firm has a 50-day moving average of $122.80 and a two-hundred day moving average of $116.10. The stock has a market cap of $596.43 billion, a P/E ratio of 20.56, a PEG ratio of 14.84 and a beta of 0.37.

Exxon Mobil Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th will be paid a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Thursday, February 12th. Exxon Mobil’s payout ratio is currently 59.88%.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Q4 EPS beat: Adjusted EPS of $1.71 topped consensus (roughly $1.63–$1.68), giving the stock an earnings-driven lift into the session. Exxon Mobil Q4 Earnings Beat Estimates on Higher Production
• Positive Sentiment: Record/low‑cost production and cost savings: Strong output from the Permian and Guyana plus reported cost efficiencies boosted margins and offset weaker crude prices. That supports near‑term cash flow and shareholder returns. Exxon Mobil beats profit estimates on record production, cost savings
• Positive Sentiment: Refining resilience and shareholder returns: Management highlighted refining margin strength and reiterated capital allocation/return plans in its press materials and slide deck, supporting yield and buyback expectations. View Slide Deck / Press Release
• Neutral Sentiment: CEO commentary on Venezuela: Darren Woods said Exxon would consider Venezuela only if political conditions change, which keeps a sizeable resource base off the immediate investment table — a strategic comment that is more about long‑term optionality than near‑term earnings. Exxon CEO says Venezuela needs to transition to democracy for oil investment to make sense
• Neutral Sentiment: Analyst optimism: Some firms (e.g., Bank of America coverage) are forecasting upside over time, which can support multiple expansion, but that is conditional on execution and commodity prices. Bank of America Forecasts Strong Price Appreciation for Exxon Mobil
• Negative Sentiment: Annual profits and oil‑price headwinds: Full‑year 2025 results were down versus 2024 (non‑GAAP EPS and GAAP earnings declined), and crude oil fell ~20% in 2025 — a clear headwind to upstream margins if prices stay depressed. ExxonMobil Announces 2025 Results
• Negative Sentiment: Upstream sensitivity: Analysts warned pre‑earnings that lower crude prices would pressure upstream earnings; sustained lower pricing remains the main risk to future beats. Exxon Q4 preview: Crude price headwinds to hit Exxon’s upstream earnings

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on XOM shares. UBS Group reaffirmed a “buy” rating on shares of Exxon Mobil in a research note on Friday, January 9th. BNP Paribas Exane upgraded Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a report on Monday, December 8th. Scotiabank restated an “outperform” rating on shares of Exxon Mobil in a research note on Friday, January 16th. Jefferies Financial Group boosted their target price on shares of Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Wells Fargo & Company boosted their price objective on Exxon Mobil from $156.00 to $158.00 and gave the company an “overweight” rating in a research report on Thursday, December 11th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $133.93.

Insider Activity at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total transaction of $351,570.00. Following the completion of the transaction, the vice president owned 28,584 shares in the company, valued at approximately $3,349,758.96. This trade represents a 9.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Company insiders own 0.03% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of XOM. Eagle Capital Management LLC raised its position in shares of Exxon Mobil by 15.3% during the 1st quarter. Eagle Capital Management LLC now owns 2,836 shares of the oil and gas company’s stock valued at $337,000 after acquiring an additional 376 shares during the last quarter. Caxton Associates LLP bought a new position in shares of Exxon Mobil during the 1st quarter worth approximately $305,000. Sivia Capital Partners LLC boosted its holdings in shares of Exxon Mobil by 1.9% in the 2nd 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 last quarter. United Bank grew its holdings in Exxon Mobil by 2.8% during the second quarter. United Bank now owns 21,821 shares of the oil and gas company’s stock worth $2,352,000 after purchasing an additional 600 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in Exxon Mobil by 17.4% during the second quarter. Schnieders Capital Management LLC. now owns 36,710 shares of the oil and gas company’s stock worth $3,957,000 after buying an additional 5,443 shares during the last quarter. Institutional investors own 61.80% of the company’s stock.

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.