Exxon Mobil FY2026 EPS Estimate Boosted by Erste Group Bank

Exxon Mobil Corporation (NYSE:XOM) – Equities research analysts at Erste Group Bank raised their FY2026 earnings estimates for shares of Exxon Mobil in a report issued on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the oil and gas company will post earnings per share of $7.07 for the year, up from their prior estimate of $6.81. The consensus estimate for Exxon Mobil’s current full-year earnings is $7.43 per share. Erste Group Bank also issued estimates for Exxon Mobil’s FY2027 earnings at $8.34 EPS.

XOM has been the topic of several other research reports. Jefferies Financial Group raised their target price on shares of Exxon Mobil from $146.00 to $148.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Bank of America increased their price objective on shares of Exxon Mobil from $135.00 to $151.00 and gave the company a “neutral” rating in a report on Monday, March 2nd. Barclays raised their price objective on shares of Exxon Mobil from $145.00 to $163.00 and gave the company an “overweight” rating in a research note on Monday, March 16th. Scotiabank reaffirmed an “outperform” rating on shares of Exxon Mobil in a report on Friday, January 16th. Finally, Piper Sandler upped their target price on shares of Exxon Mobil from $145.00 to $186.00 and gave the company an “overweight” rating in a research report on Thursday, March 12th. Nine analysts have rated the stock with a Buy rating, nine have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, Exxon Mobil currently has an average rating of “Hold” and a consensus price target of $151.00.

Exxon Mobil Stock Up 3.5%

Shares of XOM opened at $171.17 on Friday. The business’s fifty day moving average price is $149.30 and its two-hundred day moving average price is $128.01. The firm has a market capitalization of $713.22 billion, a price-to-earnings ratio of 25.59, a PEG ratio of 1.23 and a beta of 0.35. Exxon Mobil has a 52 week low of $97.80 and a 52 week high of $171.23. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.79 and a current ratio of 1.15.

Exxon Mobil (NYSE:XOM) last issued 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. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The firm had revenue of $80.04 billion during the quarter, compared to the consensus estimate of $77.98 billion. During the same quarter in the previous year, the company posted $1.67 EPS. The business’s revenue for the quarter was down 1.3% compared to the same quarter last year.

Institutional Investors Weigh In On Exxon Mobil

Several large investors have recently made changes to their positions in XOM. Berbice Capital Management LLC bought a new position in shares of Exxon Mobil during the 4th quarter worth approximately $26,000. Midwest Capital Advisors LLC bought a new stake in shares of Exxon Mobil in the fourth quarter worth $27,000. E Fund Management Hong Kong Co. Ltd. boosted its holdings in Exxon Mobil by 456.1% during the fourth quarter. E Fund Management Hong Kong Co. Ltd. now owns 228 shares of the oil and gas company’s stock worth $27,000 after purchasing an additional 187 shares during the last quarter. Key Capital Management INC acquired a new position in Exxon Mobil during the fourth quarter worth $28,000. Finally, Westfuller Advisors LLC bought a new position in Exxon Mobil in the third quarter valued at $30,000. Institutional investors own 61.80% of the company’s stock.

Insider Transactions at Exxon Mobil

In related news, VP Darrin L. Talley sold 5,000 shares of the stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $139.75, for a total transaction of $698,750.00. Following the completion of the sale, the vice president directly owned 23,584 shares of the company’s stock, valued at approximately $3,295,864. This represents a 17.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Insiders sold 11,460 shares of company stock valued at $1,687,854 over the last ninety days. 0.03% of the stock is currently owned by insiders.

Exxon Mobil Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were issued a dividend of $1.03 per share. The ex-dividend date was Thursday, February 12th. This represents a $4.12 annualized dividend and a yield of 2.4%. Exxon Mobil’s payout ratio is currently 61.58%.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Rising crude and geopolitical risk lift near‑term outlook — higher oil prices from Middle East tensions are cited as a catalyst for stronger cash flow and earnings potential for Exxon. What Lies Ahead for ExxonMobil Amid Surging Crude Prices?
• Positive Sentiment: Analyst upgrades and target hikes: Morgan Stanley raised its price target to $172 and kept an Overweight rating, supporting higher sentiment and buying. Benzinga
• Positive Sentiment: Bernstein raised its price recommendation to $195 (from $159) and reiterated Outperform, adding upside to estimates and investor interest. Bernstein Raises Exxon Target
• Positive Sentiment: Broker upgrades to earnings forecasts: Erste Group lifted FY2026 and FY2027 EPS estimates, implying stronger forward earnings than consensus. MarketBeat: Erste Group note
• Positive Sentiment: Unusual options flow — traders bought ~163,879 XOM call contracts (about a 30% increase vs. typical call volume), indicating speculative or hedged bullish bets that likely boosted intraday demand.
• Positive Sentiment: Operational execution: Exxon participated in the industry’s first fully automated offshore well placement in Guyana, showcasing tech-led efficiency gains that can lower costs and speed production growth. Halliburton & Guyana automation
• Neutral Sentiment: Strategic portfolio moves: Exxon is weighing an exit from New Zealand to refocus on higher‑return advantaged assets — a potential long‑term efficiency play but not an immediate earnings driver. Exxon New Zealand exit
• Negative Sentiment: Valuation and downside risk commentary: Several pieces note XOM’s valuation has risen sharply (one piece highlights XOM exceeding Nvidia by some measures) and question whether elevated oil prices could later expose valuation downside if prices normalize. Exxon vs. Nvidia valuation discussion
• Negative Sentiment: “Tailwind or trap?” analysts warn that while oil >$95 helps earnings now, higher valuations and sustained high prices raise the risk of sharper downside if geopolitical tensions ease. Oil Over $95: Tailwind or Trap?

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.