Modera Wealth Management LLC Has $8.08 Million Stake in Exxon Mobil Corporation $XOM

Modera Wealth Management LLC lowered its stake in shares of Exxon Mobil Corporation (NYSE:XOM) by 4.9% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 71,648 shares of the oil and gas company’s stock after selling 3,726 shares during the period. Modera Wealth Management LLC’s holdings in Exxon Mobil were worth $8,078,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. Westfuller Advisors LLC bought a new stake in shares of Exxon Mobil in the 3rd quarter worth approximately $30,000. Clayton Financial Group LLC acquired a new position in shares of Exxon Mobil in the third quarter valued at $40,000. TruNorth Capital Management LLC lifted its position in Exxon Mobil by 1,595.2% in the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock worth $40,000 after purchasing an additional 335 shares during the period. Bare Financial Services Inc boosted its stake in Exxon Mobil by 121.8% during the second quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock worth $39,000 after buying an additional 201 shares in the last quarter. Finally, Halbert Hargrove Global Advisors LLC increased its holdings in Exxon Mobil by 95.8% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock valued at $42,000 after buying an additional 181 shares during the period. 61.80% of the stock is owned by institutional investors and hedge funds.

Exxon Mobil Price Performance

NYSE:XOM opened at $134.93 on Friday. The company has a quick ratio of 0.79, a current ratio of 1.14 and a debt-to-equity ratio of 0.12. The firm has a market cap of $569.03 billion, a PE ratio of 19.61, a price-to-earnings-growth ratio of 8.59 and a beta of 0.37. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $135.98. The company’s 50-day moving average price is $120.74 and its two-hundred day moving average price is $115.28.

Exxon Mobil (NYSE:XOM) last posted its earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.72 by $0.16. The company had revenue of $83.33 billion during the quarter, compared to analysts’ expectations of $83.09 billion. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. Exxon Mobil’s quarterly revenue was down 5.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.92 earnings per share. On average, equities analysts anticipate that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Friday, November 14th were paid a $1.03 dividend. This is an increase from Exxon Mobil’s previous quarterly dividend of $0.99. This represents a $4.12 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Friday, November 14th. Exxon Mobil’s payout ratio is presently 59.88%.

Analyst Upgrades and Downgrades

XOM has been the subject of a number of analyst reports. Mizuho raised their price objective on shares of Exxon Mobil from $129.00 to $132.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Weiss Ratings reissued a “hold (c)” rating on shares of Exxon Mobil in a research report on Monday, December 29th. Barclays raised their price target on shares of Exxon Mobil from $130.00 to $140.00 and gave the stock an “overweight” rating in a research note on Wednesday. Morgan Stanley lowered their price objective on Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating on the stock in a research note on Friday. Finally, Piper Sandler dropped their target price on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $131.84.

Insider Activity at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total transaction of $351,570.00. Following the sale, the vice president owned 28,584 shares in the company, valued at approximately $3,349,758.96. This represents a 9.50% 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. Insiders own 0.03% of the company’s stock.

Key Headlines Impacting Exxon Mobil

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

• Positive Sentiment: JPMorgan raised its price target on XOM by $9, providing a direct analyst-driven valuation bump that can support upside and investor confidence. Exxon Mobil (XOM) Price Target Raised by $9 at JPMorgan
• Positive Sentiment: DBS initiated/returned a Buy on XOM, adding another positive analyst endorsement that can drive flows into the stock. Exxon Mobil (XOM) Receives a Buy from DBS
• Positive Sentiment: Exxon broke ground on a Baytown refinery project to expand diesel and lubricant base-stock capacity — a capital allocation move that supports downstream margin expansion and longer-term earnings resilience. Exxon Mobil breaks ground on Baytown refinery project for diesel and lubricant base stocks
• Positive Sentiment: Zacks and other notes flag that Exxon has the mix of factors likely to produce an earnings beat in the upcoming quarterly release — expectations that tend to lift the stock into reporting. Exxon Mobil (XOM) Expected to Beat Earnings Estimates: Should You Buy?
• Neutral Sentiment: Exxon is scheduled to post quarterly results on Friday — the timing concentrates focus and volatility around the print. Exxon Mobil (XOM) Projected to Post Quarterly Earnings on Friday
• Neutral Sentiment: TV mentions (CNBC) and broader media coverage are giving XOM visibility; such coverage can amplify short-term flows but is not a fundamental driver. Kimberly Clark, S&P Global, Exxon Mobil And A Health Care Stock On CNBC’s ‘Final Trades’
• Neutral Sentiment: Analysts remain mixed on energy names, with some preferring fee?based midstream peers (EPD) for stability — a comparative view that can temper multiple expansion for major integrated oil names like Exxon. ExxonMobil vs. EPD: Which Energy Stock Boasts Better Prospects?
• Negative Sentiment: Macro/geopolitical noise and softer crude prices remain risk factors; market skittishness from macro headlines can pressure energy equities despite company-level positives. Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead
• Negative Sentiment: Some analyst pieces highlight that softer oil (near $60) still exposes Exxon’s upstream results; weaker commodity realizations could cap near?term upside. How Exxon Mobil’s Integrated Strengths Offset Crude Price Weakness

Exxon Mobil 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.