Exxon Mobil (NYSE:XOM) Shares Down 1.7% After Insider Selling

Exxon Mobil Corporation (NYSE:XOM)’s share price traded down 1.7% on Tuesday following insider selling activity. The stock traded as low as $150.30 and last traded at $151.65. 25,127,940 shares changed hands during mid-day trading, an increase of 17% from the average session volume of 21,449,643 shares. The stock had previously closed at $154.22.

Specifically, VP Darrin L. Talley sold 2,150 shares of Exxon Mobil stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $157.82, for a total value of $339,313.00. Following the completion of the transaction, the vice president directly owned 18,204 shares of the company’s stock, valued at $2,872,955.28. This trade represents a 10.56% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link.

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Bank of America boosted their price objective on Exxon Mobil from $135.00 to $151.00 and gave the stock a “neutral” rating in a research note on Monday. Scotiabank reissued an “outperform” rating on shares of Exxon Mobil in a research report on Friday, January 16th. Barclays raised their price target on Exxon Mobil from $140.00 to $145.00 and gave the stock an “overweight” rating in a research report on Tuesday, February 3rd. Jefferies Financial Group boosted their price objective on shares of Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Citigroup raised their target price on shares of Exxon Mobil from $118.00 to $150.00 and gave the stock a “neutral” rating in a report on Monday. Nine equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $143.41.

Key Exxon Mobil News

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

• Positive Sentiment: Higher crude prices lift revenue and cash-flow outlook for integrated producers like Exxon; futures jumped sharply as fighting and tanker disruptions raised a supply risk premium. Oil Prices Soar to $83 a Barrel. A Potential Energy Shock Is Brewing.
• Positive Sentiment: Media and sector pieces point to an energy-led market rally that has benefited Exxon and peers as investors price in tighter near-term supply. Cheniere, Exxon, Chevron Stocks Rise Again. The Energy Shock Is Upending Markets.
• Positive Sentiment: Exxon says it plans to send a technical team to Venezuela in the coming weeks — a move that could open operational opportunities or JV discussions if logistics and security permit. Exxon to send team to Venezuela in a few weeks, executive says
• Neutral Sentiment: Exxon presented at the Morgan Stanley Energy & Power Conference — investor takeaway may be incremental detail on strategy/capex but no headline-guidance change. Exxon Mobil Corporation Presents at Morgan Stanley Energy & Power Conference 2026 Transcript
• Neutral Sentiment: Banks (Bank of America, Citigroup) bumped price targets into the ~$150 area but kept neutral ratings — a modest endorsement of near-term upside while remaining cautious on longer-term valuation. Benzinga
• Negative Sentiment: Analysts warn Exxon’s production and operations face exposure to disruptions from the U.S.-Israel conflict with Iran (Strait of Hormuz risks), increasing uncertainty around near-term volumes and costs. Exxon, TotalEnergies output at risk from Iran war, analysts say
• Negative Sentiment: An Exxon VP disclosed a sale of 2,150 shares at about $157.82 — an insider sale that may be read negatively by some traders despite being routine. SEC filing: insider sale

Exxon Mobil Trading Down 1.7%

The stock has a market capitalization of $631.89 billion, a P/E ratio of 22.67, a PEG ratio of 16.00 and a beta of 0.35. The stock’s fifty day moving average price is $137.00 and its 200 day moving average price is $122.42. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79.

Exxon Mobil (NYSE:XOM) last released 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 company had revenue of $80.04 billion during the quarter, compared to analysts’ expectations of $77.98 billion. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The firm’s quarterly revenue was down 1.3% on a year-over-year basis. During the same period in the previous year, the company earned $1.67 EPS. Research analysts forecast that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Thursday, February 12th will be paid a $1.03 dividend. The ex-dividend date of this dividend is Thursday, February 12th. This represents a $4.12 annualized dividend and a yield of 2.7%. Exxon Mobil’s dividend payout ratio is 61.58%.

Institutional Inflows and Outflows

Institutional investors have recently bought and sold shares of the company. Maryland State Retirement & Pension System lifted its position in Exxon Mobil by 2.6% during the third quarter. Maryland State Retirement & Pension System now owns 215,892 shares of the oil and gas company’s stock valued at $24,342,000 after purchasing an additional 5,573 shares in the last quarter. U.S. Capital Wealth Advisors LLC increased its position in Exxon Mobil by 3.3% in the third quarter. U.S. Capital Wealth Advisors LLC now owns 306,658 shares of the oil and gas company’s stock worth $34,576,000 after buying an additional 9,831 shares in the last quarter. Capital Counsel LLC NY raised its stake in shares of Exxon Mobil by 0.9% in the second quarter. Capital Counsel LLC NY now owns 49,687 shares of the oil and gas company’s stock worth $5,356,000 after buying an additional 460 shares during the period. HORAN Wealth LLC lifted its position in shares of Exxon Mobil by 78.3% during the 3rd quarter. HORAN Wealth LLC now owns 13,180 shares of the oil and gas company’s stock valued at $1,486,000 after buying an additional 5,788 shares in the last quarter. Finally, Krilogy Financial LLC grew its stake in shares of Exxon Mobil by 46.6% during the 3rd quarter. Krilogy Financial LLC now owns 35,160 shares of the oil and gas company’s stock valued at $3,997,000 after acquiring an additional 11,177 shares during the period. 61.80% of the stock is currently owned by hedge funds and other institutional investors.

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.