Exxon Mobil (XOM) Projected to Post Earnings on Friday

Exxon Mobil (NYSE:XOM) is expected to be releasing its Q4 2025 results before the market opens on Friday, January 30th. Analysts expect Exxon Mobil to post earnings of $1.63 per share and revenue of $77.9811 billion for the quarter. Individuals can find conference call details on the company’s upcoming Q4 2025 earning report page for the latest details on the call scheduled for Friday, January 30, 2026 at 9:30 AM ET.

Exxon Mobil (NYSE:XOM) last released its earnings results on Friday, October 31st. The oil and gas company reported $1.88 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.72 by $0.16. Exxon Mobil had a return on equity of 11.22% and a net margin of 8.99%.The business had revenue of $83.33 billion during the quarter, compared to the consensus estimate of $83.09 billion. During the same period last year, the business posted $1.92 earnings per share. The business’s revenue for the quarter was down 5.2% on a year-over-year basis. On average, analysts expect Exxon Mobil to post $7 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Exxon Mobil Stock Down 0.1%

Shares of NYSE XOM opened at $133.54 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. The stock has a market capitalization of $563.16 billion, a PE ratio of 19.41, a P/E/G ratio of 8.51 and a beta of 0.37. Exxon Mobil has a one year low of $97.80 and a one year high of $134.18. The business’s fifty day moving average price is $120.42 and its 200-day moving average price is $115.11.

Exxon Mobil Increases Dividend

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

Analysts Set New Price Targets

A number of equities analysts have weighed in on XOM shares. UBS Group reiterated a “buy” rating on shares of Exxon Mobil in a research report on Friday, January 9th. Citigroup upped their price target on shares of Exxon Mobil from $115.00 to $118.00 and gave the company a “neutral” rating in a research note on Wednesday, December 10th. Wells Fargo & Company lifted their price objective on shares of Exxon Mobil from $156.00 to $158.00 and gave the company an “overweight” rating in a research note on Thursday, December 11th. Sanford C. Bernstein lowered their target price on shares of Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating on the stock in a report on Monday, January 5th. Finally, Bank of America dropped their target price on Exxon Mobil from $119.00 to $118.00 and set a “neutral” rating on the stock in a research report on Thursday, December 11th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $132.00.

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, a direct positive for sentiment and institutional demand as higher targets can prompt upgrades and buying pressure. Exxon Mobil (XOM) Price Target Raised by $9 at JPMorgan
• Positive Sentiment: DBS initiated/issued a buy on Exxon, adding another buy-side endorsement that can support shares and flow into the stock. Exxon Mobil (XOM) Receives a Buy from DBS
• Positive Sentiment: UBS reaffirmed a Buy, citing underrated refining capabilities — a reminder that Exxon’s integrated model and refining exposure are key earnings drivers when crude is weak. Exxon Mobil (XOM) Reaffirmed Buy by UBS on Underrated Refining Capabilities
• Positive Sentiment: Exxon broke ground on a Baytown refinery project to produce diesel and lubricant base stocks — a material capex/expansion item that supports longer‑term refining margin capture. Exxon Mobil breaks ground on Baytown refinery project for diesel and lubricant base stocks
• Positive Sentiment: Analyst commentary (Zacks) highlights how Exxon’s integrated business and balance sheet help offset crude weakness — a fundamental rationale investors cite to justify higher multiples when oil softens. How Exxon Mobil’s Integrated Strengths Offset Crude Price Weakness
• Neutral Sentiment: Coverage pieces examine changing analyst views and valuation after last year’s rally — these shape investor positioning but are not immediate catalysts. How Evolving Analyst Views Are Rewriting The Story For Exxon Mobil (XOM)
• Neutral Sentiment: Debates about whether it’s “too late” after a one‑year rally are market psychology stories that can amplify volatility but don’t change fundamentals. Is It Too Late To Consider Exxon Mobil (XOM) After Its 26% One Year Rally?
• Neutral Sentiment: Broader energy coverage (lists of gas dividend stocks, commentary on peers) may redirect some investor flows away from integrated majors toward midstream/dividend plays depending on macro views. 5 Natural Gas Dividend Stocks to Play Frigid Weather and Huge AI-Data Center Demand
• Negative Sentiment: Comparisons favoring fee‑based midstream names (EPD) over upstream exposure highlight investor rotation risk away from Exxon if oil prices remain soft. ExxonMobil vs. EPD: Which Energy Stock Boasts Better Prospects?
• Negative Sentiment: Macro headlines and geopolitical noise (not company‑specific) are weighing sentiment across the energy sector and can cap rallies or trigger short‑term pullbacks. Energy Stocks Steady Amid Macro Chaos; Sunday Night Earnings Surprise Ahead

Insider Buying and Selling

In other Exxon Mobil news, VP Darrin L. Talley sold 3,000 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total value of $351,570.00. Following the completion of the transaction, the vice president directly owned 28,584 shares of the company’s stock, valued at $3,349,758.96. This trade represents a 9.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.03% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Exxon Mobil

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Northern Trust Corp boosted its stake in Exxon Mobil by 1.0% during the third quarter. Northern Trust Corp now owns 44,026,019 shares of the oil and gas company’s stock valued at $4,963,934,000 after buying an additional 445,283 shares during the period. Raymond James Financial Inc. raised its holdings in shares of Exxon Mobil by 2.2% in the 3rd quarter. Raymond James Financial Inc. now owns 9,317,930 shares of the oil and gas company’s stock valued at $1,050,601,000 after acquiring an additional 197,442 shares in the last quarter. CANADA LIFE ASSURANCE Co raised its holdings in shares of Exxon Mobil by 4.0% in the 3rd quarter. CANADA LIFE ASSURANCE Co now owns 3,789,502 shares of the oil and gas company’s stock valued at $432,754,000 after acquiring an additional 144,063 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of Exxon Mobil by 3.4% during the 2nd quarter. Corient Private Wealth LLC now owns 3,207,658 shares of the oil and gas company’s stock valued at $347,105,000 after acquiring an additional 104,722 shares during the last quarter. Finally, AQR Capital Management LLC grew its holdings in shares of Exxon Mobil by 105.4% during the third quarter. AQR Capital Management LLC now owns 2,925,026 shares of the oil and gas company’s stock worth $329,797,000 after purchasing an additional 1,501,235 shares in the last quarter. Hedge funds and other 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.