ExxonMobil Corporation $XOM Stock: Motley Fool Asset Management LLC Boosts Position

Motley Fool Asset Management LLC raised its position in shares of ExxonMobil Corporation (NYSE:XOM) by 5,203.1% in the 3rd quarter, Holdings Channel.com reports. The firm owned 293,423 shares of the oil and gas company’s stock after acquiring an additional 287,890 shares during the quarter. ExxonMobil comprises 1.8% of Motley Fool Asset Management LLC’s holdings, making the stock its 14th biggest holding. Motley Fool Asset Management LLC’s holdings in ExxonMobil were worth $47,755,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Dimensional Fund Advisors LP raised its stake in shares of ExxonMobil by 5.7% in the first quarter. Dimensional Fund Advisors LP now owns 28,364,314 shares of the oil and gas company’s stock valued at $4,812,790,000 after buying an additional 1,540,902 shares during the period. Amundi grew its stake in shares of ExxonMobil by 5.1% during the 1st quarter. Amundi now owns 24,511,156 shares of the oil and gas company’s stock worth $4,158,563,000 after acquiring an additional 1,192,386 shares during the period. GQG Partners LLC grew its stake in shares of ExxonMobil by 153.3% during the 2nd quarter. GQG Partners LLC now owns 16,877,523 shares of the oil and gas company’s stock worth $2,307,497,000 after acquiring an additional 10,214,420 shares during the period. Swiss National Bank increased its holdings in ExxonMobil by 5.9% in the 1st quarter. Swiss National Bank now owns 12,376,418 shares of the oil and gas company’s stock worth $2,099,783,000 after acquiring an additional 693,800 shares during the last quarter. Finally, National Pension Service increased its holdings in ExxonMobil by 1.8% in the 2nd quarter. National Pension Service now owns 9,664,021 shares of the oil and gas company’s stock worth $1,321,265,000 after acquiring an additional 166,268 shares during the last quarter. 61.80% of the stock is owned by hedge funds and other institutional investors.

Key ExxonMobil News

Here are the key news stories impacting ExxonMobil this week:

• Positive Sentiment: Q3 earnings exceeded expectations. ExxonMobil reported adjusted earnings of $4.23 per share, ahead of the roughly $4.08–$4.12 analyst consensus and well above $1.88 a year earlier. Net income reached approximately $15.4 billion, while revenue also surpassed estimates. ExxonMobil Announces Third-Quarter 2026 Results
• Positive Sentiment: Refining was the key profit driver. Record or unusually strong refining margins, particularly for diesel, more than offset weaker upstream results and lifted earnings, cash flow and shareholder returns. Exxon’s refining operations earned more than its oil-production business for the first time in six years. Exxon, Chevron earnings propelled by war-driven refining surge
• Positive Sentiment: Shareholder distributions are expanding. ExxonMobil raised its dividend by approximately 3.9%–4% and plans $20 billion in share repurchases during 2027. The company also highlighted production gains from Guyana, Kearl and PNG LNG, supporting its long-term growth profile. ExxonMobil Raises Dividend by 3.9%, Sets $20 Billion 2027 Buyback Plan
• Positive Sentiment: Higher oil prices provided a favorable backdrop. Brent crude approached $120 per barrel as Middle East tensions and other geopolitical disruptions tightened energy markets. Investors also showed bullish positioning through unusually heavy call-option activity.
• Neutral Sentiment: ExxonMobil CEO Darren Woods said global refining disruptions may not have a quick fix. While this could sustain margins, it also underscores continuing geopolitical and operational uncertainty. The company and Chevron additionally canceled executive travel to a Gulf energy conference because of security concerns. ExxonMobil CEO Sees No Quick Fix for Global Refining Disruptions
• Negative Sentiment: After a powerful rally, XOM offers new investors a substantially lower dividend yield than it did at the start of the year. Its valuation and dependence on elevated, potentially temporary refining margins may limit further upside if oil prices or fuel spreads retreat.

ExxonMobil Stock Performance

NYSE XOM opened at $187.03 on Friday. The company’s 50 day simple moving average is $167.76 and its two-hundred day simple moving average is $154.35. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.13 and a quick ratio of 0.85. ExxonMobil Corporation has a 1 year low of $112.51 and a 1 year high of $188.50. The stock has a market capitalization of $775.23 billion, a PE ratio of 24.07, a P/E/G ratio of 0.92 and a beta of 0.21.

ExxonMobil (NYSE:XOM) last released its quarterly earnings results on Friday, October 30th. The oil and gas company reported $4.23 EPS for the quarter, beating analysts’ consensus estimates of $4.12 by $0.11. The firm had revenue of $110.50 billion during the quarter, compared to analyst estimates of $104.89 billion. ExxonMobil had a net margin of 8.88% and a return on equity of 13.14%. During the same period in the previous year, the business earned $1.88 EPS. Analysts predict that ExxonMobil Corporation will post 13.61 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on the company. Weiss Ratings upgraded ExxonMobil from a “buy (b-)” rating to a “buy (b)” rating in a research note on Tuesday, September 29th. JPMorgan Chase & Co. increased their target price on shares of ExxonMobil from $158.00 to $166.00 and gave the stock an “overweight” rating in a research report on Monday, August 3rd. Citigroup reiterated a “neutral” rating and issued a $175.00 target price (up from $150.00) on shares of ExxonMobil in a research note on Wednesday, July 8th. The Goldman Sachs Group restated a “neutral” rating and set a $178.00 price target on shares of ExxonMobil in a research note on Tuesday, October 20th. Finally, HSBC restated a “hold” rating and set a $90.00 price target on shares of ExxonMobil in a research note on Friday, September 25th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, ExxonMobil currently has an average rating of “Moderate Buy” and a consensus target price of $167.70.

ExxonMobil Company Profile

Exxon Mobil Corporation, doing business as ExxonMobil (NYSE:XOM), is an integrated energy company engaged in the exploration, development, production, and sale of crude oil and natural gas. Its operations span the energy value chain, from resource development and refining to the marketing and distribution of fuels and other energy products.

Through its Energy Products segment, ExxonMobil manufactures and markets transportation fuels, lubricants, and other petroleum-based products. Its Chemical Products business produces petrochemicals, including commodity and performance products used in packaging, automotive components, construction materials, and consumer goods.