FY2026 EPS Estimates for Exxon Mobil Increased by Analyst

Exxon Mobil Corporation (NYSE:XOM) – Investment analysts at Erste Group Bank increased their FY2026 earnings estimates for Exxon Mobil in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will post earnings of $7.07 per share for the year, up from their prior forecast of $6.81. The consensus estimate for Exxon Mobil’s current full-year earnings is $7.43 per share. Erste Group Bank also issued estimates for Exxon Mobil’s FY2027 earnings at $8.34 EPS.

A number of other brokerages have also recently issued reports on XOM. Scotiabank restated an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. HSBC lifted their price target on Exxon Mobil from $135.00 to $158.00 and gave the stock a “hold” rating in a report on Friday, March 20th. Morgan Stanley reduced their price target on Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating for the company in a research note on Friday, January 23rd. BNP Paribas Exane cut Exxon Mobil from a “neutral” rating to an “underperform” rating and set a $125.00 price objective on the stock. in a research report on Tuesday, February 3rd. Finally, Piper Sandler boosted their target price on shares of Exxon Mobil from $145.00 to $186.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. Nine research analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, Exxon Mobil has a consensus rating of “Hold” and an average price target of $148.89.

Exxon Mobil Stock Up 1.3%

Shares of XOM opened at $165.43 on Friday. The firm has a market cap of $689.31 billion, a P/E ratio of 24.73, a price-to-earnings-growth ratio of 1.28 and a beta of 0.35. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.79 and a current ratio of 1.15. Exxon Mobil has a 52 week low of $97.80 and a 52 week high of $167.48. The firm’s 50-day simple moving average is $148.48 and its 200 day simple moving average is $127.58.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, beating the consensus estimate of $1.63 by $0.08. The company had revenue of $80.04 billion for the quarter, compared to analyst estimates of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The company’s revenue was down 1.3% on a year-over-year basis. During the same period in the prior year, the firm earned $1.67 earnings per share.

Hedge Funds Weigh In On Exxon Mobil

Several hedge funds have recently bought and sold shares of XOM. Maryland State Retirement & Pension System grew its stake in shares of Exxon Mobil by 2.6% in the third quarter. Maryland State Retirement & Pension System now owns 215,892 shares of the oil and gas company’s stock worth $24,342,000 after purchasing an additional 5,573 shares during the last quarter. U.S. Capital Wealth Advisors LLC grew its position in shares of Exxon Mobil by 3.3% in the 3rd quarter. U.S. Capital Wealth Advisors LLC now owns 306,658 shares of the oil and gas company’s stock worth $34,576,000 after buying an additional 9,831 shares during the last quarter. Capital Counsel LLC NY increased its stake in shares of Exxon Mobil by 0.9% during the second quarter. Capital Counsel LLC NY now owns 49,687 shares of the oil and gas company’s stock valued at $5,356,000 after buying an additional 460 shares during the period. HORAN Wealth LLC raised its holdings in shares of Exxon Mobil by 78.3% during the third quarter. HORAN Wealth LLC now owns 13,180 shares of the oil and gas company’s stock valued at $1,486,000 after acquiring an additional 5,788 shares in the last quarter. Finally, New Age Alpha Advisors LLC lifted its stake in Exxon Mobil by 5.6% in the third quarter. New Age Alpha Advisors LLC now owns 166,547 shares of the oil and gas company’s stock worth $18,778,000 after acquiring an additional 8,853 shares during the period. 61.80% of the stock is owned by institutional investors.

Insider Activity

In related news, VP Darrin L. Talley sold 1,080 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $155.50, for a total value of $167,940.00. Following the transaction, the vice president owned 17,124 shares in the company, valued at approximately $2,662,782. This trade represents a 5.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Over the last quarter, insiders sold 11,460 shares of company stock worth $1,687,854. Corporate insiders own 0.03% of the company’s stock.

Exxon Mobil Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th were given a dividend of $1.03 per share. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date was Thursday, February 12th. Exxon Mobil’s dividend payout ratio is presently 61.58%.

Exxon Mobil News Summary

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

• Positive Sentiment: Bernstein raised its price target on XOM to $195 (from $159) and kept an Outperform rating, signaling institutional conviction that upside remains and supporting buyer interest. Bernstein Analyst Sees “Right Tail Risk,” Raises Exxon Mobil (XOM) Price Target
• Positive Sentiment: Analysts and industry sources say the recent oil “shock” from the Iran war is likely to keep prices elevated into 2027, which should boost Exxon’s margins, cash flow and capital return capacity. That macro backdrop is a major tailwind for XOM earnings. The Oil Shock Is Here to Stay. Energy Bosses Brace Themselves.
• Positive Sentiment: Exxon participated in the industry’s first fully automated offshore well in Guyana (with Halliburton and partners), showcasing tech that can lower execution risk and unit costs on high-value projects. Operational improvement supports stronger project economics. Halliburton (HAL) Is Up 6.7% After First Fully Automated Offshore Well in Guyana – What’s Changed
• Positive Sentiment: Exxon has a team in Venezuela evaluating upstream opportunities, signaling potential reserve additions and long‑term growth optionality if geopolitical and commercial conditions allow. CERAWEEK Exxon says its team is in Venezuela evaluating oil opportunities
• Positive Sentiment: Exxon is reportedly weighing an exit from New Zealand to refocus capital on more advantaged assets—an example of portfolio pruning that could improve returns and free capital for higher‑margin projects. Exxon Mobil Weighs New Zealand Exit To Refocus On Advantaged Assets
• Neutral Sentiment: Industry-wide “land grab” activity—producers chasing acreage overseas—creates opportunity but also increases capital competition and geopolitical execution risk; this is a strategic context for Exxon’s expansion choices. Producers Are Looking Far Afield for Oil. It’s ‘An Old-Fashioned Land Grab.’
• Neutral Sentiment: Market commentary noting Exxon overtaking Nvidia in market value highlights investor rotation into energy, but this is a market-capitalization snapshot rather than a fundamental change. Exxon Mobil tops Nvidia in valuation amid the ongoing Middle East conflict
• Negative Sentiment: Oil briefly eased on de‑escalation buzz, underscoring that geopolitical headlines can quickly reverse price moves; a durable de‑escalation would pressure near‑term upside for XOM. Oil Eases on De-Escalation Buzz but Risks Persist: 3 Stocks to Watch

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.