Grantham Mayo Van Otterloo & Co. LLC Acquires 33,950 Shares of Exxon Mobil Corporation $XOM

Grantham Mayo Van Otterloo & Co. LLC raised its holdings in shares of Exxon Mobil Corporation (NYSE:XOM) by 9.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 410,046 shares of the oil and gas company’s stock after acquiring an additional 33,950 shares during the quarter. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Exxon Mobil were worth $46,233,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently made changes to their positions in the stock. Ipsen Advisor Group LLC raised its holdings in Exxon Mobil by 1.6% during the third quarter. Ipsen Advisor Group LLC now owns 5,647 shares of the oil and gas company’s stock worth $637,000 after purchasing an additional 88 shares in the last quarter. Nexus Investment Management ULC boosted its position in Exxon Mobil by 1.6% during the third quarter. Nexus Investment Management ULC now owns 5,794 shares of the oil and gas company’s stock worth $653,000 after purchasing an additional 89 shares in the last quarter. Sagace Wealth Management LLC grew its stake in Exxon Mobil by 2.7% in the 3rd quarter. Sagace Wealth Management LLC now owns 3,445 shares of the oil and gas company’s stock valued at $388,000 after acquiring an additional 90 shares during the last quarter. Creative Capital Management Investments LLC grew its position in shares of Exxon Mobil by 2.5% in the third quarter. Creative Capital Management Investments LLC now owns 3,701 shares of the oil and gas company’s stock valued at $417,000 after purchasing an additional 91 shares during the last quarter. Finally, Capstone Wealth Management LLC increased its position in Exxon Mobil by 3.8% during the third quarter. Capstone Wealth Management LLC now owns 2,527 shares of the oil and gas company’s stock worth $285,000 after buying an additional 92 shares in the last quarter. 61.80% of the stock is owned by institutional investors.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Global oil prices have surged above $90/bbl on escalating Middle East tensions and supply cuts, lifting integrated producers’ near‑term cash flow prospects and benefiting XOM. Oil Prices Soar Past $90
• Positive Sentiment: Exxon is actively rerouting fuel and arranging shipments from the U.S. Gulf Coast (including a planned ~600k‑barrel gasoline shipment to Australia), showing operational flexibility to capture higher margins amid regional chokepoints. Exxon Mobil Reroutes Fuel And Revisits Venezuela
• Positive Sentiment: Exxon’s low‑cost growth assets (Permian and Guyana) and low breakeven production profile underpin a stronger medium‑term earnings outlook and justify investor interest during an oil upswing. Key Upstream Assets Fueling ExxonMobil’s Long-Term Outlook
• Positive Sentiment: Some sell‑side support remains—Bernstein reiterated a buy rating—providing institutional endorsement that can sustain investor demand. Bernstein Sticks to Its Buy Rating for Exxon Mobil
• Neutral Sentiment: Macro flows into dividend‑oriented trades (the “HALO” theme and dividend ETFs) are benefiting large, low‑obsolescence names like Exxon as investors seek yield and capital preservation. Investors Are Piling Into the ‘HALO’ Trade
• Neutral Sentiment: Technical analysis pieces warn oil stocks could see short‑term pullbacks after big moves, which raises the risk of volatility despite strong fundamentals. Are Oil Stocks Due for a Drop?
• Negative Sentiment: Insider selling reports have weighed on sentiment and coincided with short‑term weakness in the stock, creating near‑term selling pressure that can temper gains. Exxon Mobil Trading Down After Insider Selling
• Negative Sentiment: Governance changes—including director Jeffrey Ubben not standing for re‑election—add a degree of uncertainty around board composition and investor activism narratives. What Exxon Mobil’s Board Shift and Supply Rerouting Means
• Neutral Sentiment: Broader market noise (ETF/futures moves, an NYSE fine story) is influencing intraday flows but is not specific to Exxon’s fundamentals. NYSE fined $9 million by SEC

Insider Buying and Selling at Exxon Mobil

In other news, VP Darrin L. Talley sold 2,150 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $157.82, for a total transaction of $339,313.00. Following the completion of the transaction, the vice president owned 18,204 shares of the company’s stock, valued at approximately $2,872,955.28. This represents a 10.56% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders sold 16,380 shares of company stock valued at $2,227,734 over the last three months. 0.03% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several research firms recently commented on XOM. Bank of America upped their target price on Exxon Mobil from $135.00 to $151.00 and gave the company a “neutral” rating in a research note on Monday, March 2nd. Royal Bank Of Canada lifted their target price on shares of Exxon Mobil from $145.00 to $150.00 and gave the company a “sector perform” rating in a report on Monday, February 2nd. Wells Fargo & Company lowered their price objective on shares of Exxon Mobil from $158.00 to $156.00 and set an “overweight” rating for the company in a research report on Monday, February 2nd. Piper Sandler cut their price target on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a research note on Thursday, January 8th. Finally, Loop Capital set a $123.00 target price on shares of Exxon Mobil in a research report on Tuesday, February 3rd. Nine investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $143.41.

Exxon Mobil Price Performance

NYSE XOM opened at $151.31 on Friday. Exxon Mobil Corporation has a 1 year low of $97.80 and a 1 year high of $159.60. The stock has a market capitalization of $630.47 billion, a P/E ratio of 22.62, a P/E/G ratio of 1.24 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. The business’s fifty day moving average is $138.89 and its two-hundred day moving average is $123.22.

Exxon Mobil (NYSE:XOM) last issued its earnings results on Friday, January 30th. The oil and gas company reported $1.71 EPS for the quarter, topping the consensus estimate of $1.63 by $0.08. The business had revenue of $80.04 billion during the quarter, compared to analysts’ expectations of $77.98 billion. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.Exxon Mobil’s revenue was down 1.3% compared to the same quarter last year. During the same quarter last year, the firm posted $1.67 earnings per share. On average, research analysts forecast that Exxon Mobil Corporation will post 7.43 earnings per share for the current fiscal year.

Exxon Mobil Dividend Announcement

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 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Thursday, February 12th. Exxon Mobil’s payout ratio is presently 61.58%.

About Exxon Mobil

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.