National Pension Service Purchases 275,625 Shares of Exxon Mobil Corporation $XOM

National Pension Service lifted its position in shares of Exxon Mobil Corporation (NYSE:XOM) by 3.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 9,217,615 shares of the oil and gas company’s stock after buying an additional 275,625 shares during the quarter. Exxon Mobil makes up 0.8% of National Pension Service’s holdings, making the stock its 17th largest holding. National Pension Service owned about 0.22% of Exxon Mobil worth $1,039,286,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in XOM. Vanguard Group Inc. grew its stake in shares of Exxon Mobil by 0.3% during the second quarter. Vanguard Group Inc. now owns 431,058,875 shares of the oil and gas company’s stock worth $46,468,147,000 after acquiring an additional 1,111,231 shares during the last quarter. Geode Capital Management LLC boosted its stake in Exxon Mobil by 0.4% in the 2nd quarter. Geode Capital Management LLC now owns 96,307,931 shares of the oil and gas company’s stock worth $10,345,132,000 after purchasing an additional 342,967 shares in the last quarter. Norges Bank purchased a new stake in Exxon Mobil during the 2nd quarter worth approximately $6,163,719,000. Bank of New York Mellon Corp increased its stake in Exxon Mobil by 2.8% during the 2nd quarter. Bank of New York Mellon Corp now owns 46,598,313 shares of the oil and gas company’s stock valued at $5,023,298,000 after purchasing an additional 1,274,860 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. raised its holdings in shares of Exxon Mobil by 3.5% in the second quarter. Charles Schwab Investment Management Inc. now owns 33,500,304 shares of the oil and gas company’s stock worth $3,611,553,000 after buying an additional 1,126,912 shares during the last quarter. 61.80% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, VP Darrin L. Talley sold 3,000 shares of the business’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $117.19, for a total transaction 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 approximately $3,349,758.96. The trade was a 9.50% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. 0.03% of the stock is currently owned by insiders.

Trending Headlines about Exxon Mobil

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

• Positive Sentiment: Q4 EPS beat: Adjusted EPS of $1.71 topped consensus (roughly $1.63–$1.68), giving the stock an earnings-driven lift into the session. Exxon Mobil Q4 Earnings Beat Estimates on Higher Production
• Positive Sentiment: Record/low‑cost production and cost savings: Strong output from the Permian and Guyana plus reported cost efficiencies boosted margins and offset weaker crude prices. That supports near‑term cash flow and shareholder returns. Exxon Mobil beats profit estimates on record production, cost savings
• Positive Sentiment: Refining resilience and shareholder returns: Management highlighted refining margin strength and reiterated capital allocation/return plans in its press materials and slide deck, supporting yield and buyback expectations. View Slide Deck / Press Release
• Neutral Sentiment: CEO commentary on Venezuela: Darren Woods said Exxon would consider Venezuela only if political conditions change, which keeps a sizeable resource base off the immediate investment table — a strategic comment that is more about long‑term optionality than near‑term earnings. Exxon CEO says Venezuela needs to transition to democracy for oil investment to make sense
• Neutral Sentiment: Analyst optimism: Some firms (e.g., Bank of America coverage) are forecasting upside over time, which can support multiple expansion, but that is conditional on execution and commodity prices. Bank of America Forecasts Strong Price Appreciation for Exxon Mobil
• Negative Sentiment: Annual profits and oil‑price headwinds: Full‑year 2025 results were down versus 2024 (non‑GAAP EPS and GAAP earnings declined), and crude oil fell ~20% in 2025 — a clear headwind to upstream margins if prices stay depressed. ExxonMobil Announces 2025 Results
• Negative Sentiment: Upstream sensitivity: Analysts warned pre‑earnings that lower crude prices would pressure upstream earnings; sustained lower pricing remains the main risk to future beats. Exxon Q4 preview: Crude price headwinds to hit Exxon’s upstream earnings

Exxon Mobil Price Performance

Shares of NYSE XOM opened at $141.43 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 $596.43 billion, a price-to-earnings ratio of 20.56, a PEG ratio of 14.84 and a beta of 0.37. The firm’s 50 day simple moving average is $122.80 and its 200-day simple moving average is $116.10. Exxon Mobil Corporation has a 12 month low of $97.80 and a 12 month high of $142.34.

Exxon Mobil (NYSE:XOM) last posted its quarterly earnings data on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.63 by $0.08. The business had revenue of $82.31 billion for the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. The company’s revenue was down 1.3% compared to the same quarter last year. During the same period last year, the firm posted $1.67 earnings per share. Analysts expect that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Thursday, February 12th will be issued a $1.03 dividend. The ex-dividend date is Thursday, February 12th. This represents a $4.12 dividend on an annualized basis and a dividend yield of 2.9%. Exxon Mobil’s payout ratio is 59.88%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on XOM shares. Morgan Stanley cut their target price on Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating on the stock in a research report on Friday, January 23rd. Zacks Research cut Exxon Mobil from a “hold” rating to a “strong sell” rating in a research note on Thursday, January 1st. TD Cowen reiterated a “buy” rating on shares of Exxon Mobil in a report on Monday. UBS Group restated a “buy” rating on shares of Exxon Mobil in a research note on Friday, January 9th. Finally, BNP Paribas Exane raised shares of Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 price objective on the stock in a report on Monday, December 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, Exxon Mobil has a consensus rating of “Moderate Buy” and an average target price of $133.93.

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.