Barrow Hanley Mewhinney & Strauss LLC Increases Holdings in Exxon Mobil Corporation $XOM

Barrow Hanley Mewhinney & Strauss LLC raised its position in Exxon Mobil Corporation (NYSE:XOM) by 3.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 4,996,881 shares of the oil and gas company’s stock after purchasing an additional 181,917 shares during the period. Exxon Mobil comprises approximately 1.8% of Barrow Hanley Mewhinney & Strauss LLC’s portfolio, making the stock its 15th biggest holding. Barrow Hanley Mewhinney & Strauss LLC owned 0.12% of Exxon Mobil worth $563,398,000 at the end of the most recent quarter.

Other hedge funds have also made changes to their positions in the company. Franklin Resources Inc. raised its position in Exxon Mobil by 7.4% in the third quarter. Franklin Resources Inc. now owns 38,728,643 shares of the oil and gas company’s stock valued at $4,366,655,000 after purchasing an additional 2,660,910 shares during the period. LifePlan Financial LLC boosted its holdings in Exxon Mobil by 4.3% in the 3rd quarter. LifePlan Financial LLC now owns 6,492 shares of the oil and gas company’s stock worth $732,000 after acquiring an additional 265 shares during the period. Capital Research Global Investors grew its position in Exxon Mobil by 0.4% in the third quarter. Capital Research Global Investors now owns 33,620,927 shares of the oil and gas company’s stock valued at $3,790,773,000 after acquiring an additional 127,466 shares in the last quarter. Capital International Sarl raised its stake in shares of Exxon Mobil by 3.9% during the third quarter. Capital International Sarl now owns 41,577 shares of the oil and gas company’s stock valued at $4,688,000 after purchasing an additional 1,551 shares during the period. Finally, Capital International Inc. CA lifted its position in shares of Exxon Mobil by 8.4% during the third quarter. Capital International Inc. CA now owns 319,947 shares of the oil and gas company’s stock worth $36,074,000 after purchasing an additional 24,748 shares in the last quarter. Hedge funds and other institutional investors own 61.80% of the company’s stock.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Board recommends redomiciling from New Jersey to Texas — management says the move aligns legal domicile with HQ, could give Exxon a more business‑friendly corporate environment and strengthen defenses vs. activists, which investors view as governance positive. ExxonMobil Board Unanimously Recommends Redomiciling the Company from New Jersey to Texas
• Positive Sentiment: Higher oil prices and low‑cost Permian/Guyana production supporting margins — analysts note WTI near $90–$100 raises cash flow to fund projects and buybacks, bolstering Exxon’s longer‑term earnings potential. Is ExxonMobil Poised to Gain From Current Elevation in Crude Prices?
• Positive Sentiment: Operational agility — Exxon began shipping gasoline from the U.S. Gulf Coast to Australia and is weighing a return to Venezuela, actions that show flexibility to capture margins amid global supply disruption. Exxon Mobil Shifts Supply Routes As Investors Weigh Valuation And Growth
• Positive Sentiment: Large drop in short interest in February — short positions fell ~18.8% to ~48.4M shares, reducing immediate short‑squeeze risk and potentially removing a source of selling pressure. (Short interest data entry)
• Positive Sentiment: Analyst support and raised targets — brokers have kept favorable stances (UBS buy maintained; BofA lifted a price target), giving institutional endorsement for the rally’s continuation. Exxon Mobil: Buy Rating on Undervalued Recovery in Chemicals
• Neutral Sentiment: Surge in options activity — elevated options volume points to heavy positioning/speculation around XOM, which can amplify intraday moves but is ambiguous for direction. Spotlight on Exxon Mobil: Analyzing the Surge in Options Activity
• Negative Sentiment: Short‑term pullback from oil easing — oil prices fell after comments raising hopes of de‑escalation, triggering sector rotation and profit‑taking after XOM’s ~40% rally; that drag and broader energy weakness are pressuring the stock today. Oil Prices Dive as Trump Gives Hope on Iran War. These Big Risks Remain for Crude.
• Negative Sentiment: Sector/market headwinds and sentiment cooling — energy ETF and sector indexes slipped and retail sentiment on social platforms has cooled from February peaks, contributing to near‑term selling pressure despite solid fundamentals. Sector Update: Energy Stocks Decline Tuesday Afternoon

Exxon Mobil Stock Performance

Shares of XOM stock opened at $148.08 on Wednesday. Exxon Mobil Corporation has a 12-month low of $97.80 and a 12-month high of $159.60. The company has a debt-to-equity ratio of 0.13, a current ratio of 1.15 and a quick ratio of 0.79. The firm has a market capitalization of $617.01 billion, a price-to-earnings ratio of 22.13, a price-to-earnings-growth ratio of 1.23 and a beta of 0.35. The business has a 50 day simple moving average of $140.03 and a 200 day simple moving average of $123.88.

Exxon Mobil (NYSE:XOM) last announced its earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.63 by $0.08. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The firm had revenue of $80.04 billion during the quarter, compared to analyst estimates of $77.98 billion. During the same quarter in the prior year, the firm posted $1.67 EPS. Exxon Mobil’s revenue was down 1.3% compared to the same quarter last year. On average, equities research analysts anticipate that Exxon Mobil Corporation will post 7.43 EPS for the current year.

Exxon Mobil Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were issued a $1.03 dividend. This represents a $4.12 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Thursday, February 12th. Exxon Mobil’s dividend payout ratio (DPR) is presently 61.58%.

Insider Buying and Selling at Exxon Mobil

In other Exxon Mobil news, VP Darrin L. Talley sold 5,000 shares of Exxon Mobil stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $139.75, for a total transaction of $698,750.00. Following the transaction, the vice president directly owned 23,584 shares in the company, valued at approximately $3,295,864. The trade was a 17.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders have sold 16,380 shares of company stock valued at $2,227,734 over the last quarter. Company insiders own 0.03% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Zacks Research raised shares of Exxon Mobil from a “strong sell” rating to a “hold” rating in a research report on Friday, January 30th. Loop Capital set a $123.00 price target on Exxon Mobil in a research note on Tuesday, February 3rd. Weiss Ratings reissued a “hold (c)” rating on shares of Exxon Mobil in a report on Monday, December 29th. Sanford C. Bernstein lowered their price objective on Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Finally, Piper Sandler dropped their price objective on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating on the stock in a report on Thursday, January 8th. Nine equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $143.41.

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.