L.M. Kohn & Company Reduces Position in Exxon Mobil Corporation $XOM

L.M. Kohn & Company reduced its position in Exxon Mobil Corporation (NYSE:XOM) by 44.6% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,715 shares of the oil and gas company’s stock after selling 7,819 shares during the quarter. Exxon Mobil accounts for approximately 1.3% of L.M. Kohn & Company’s holdings, making the stock its 20th biggest holding. L.M. Kohn & Company’s holdings in Exxon Mobil were worth $1,095,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of XOM. Lingohr Asset Management GmbH grew its stake in shares of Exxon Mobil by 669.1% during the third quarter. Lingohr Asset Management GmbH now owns 62,757 shares of the oil and gas company’s stock valued at $7,076,000 after buying an additional 54,597 shares during the last quarter. Core Wealth Partners LLC lifted its position in shares of Exxon Mobil by 10.8% during the third quarter. Core Wealth Partners LLC now owns 27,177 shares of the oil and gas company’s stock worth $3,064,000 after purchasing an additional 2,647 shares during the last quarter. Berman McAleer LLC bought a new position in shares of Exxon Mobil in the third quarter worth about $775,000. National Pension Service grew its holdings in shares of Exxon Mobil by 3.1% in the third quarter. National Pension Service now owns 9,217,615 shares of the oil and gas company’s stock worth $1,039,286,000 after purchasing an additional 275,625 shares during the last quarter. Finally, Searle & CO. increased its stake in Exxon Mobil by 4.6% in the 3rd quarter. Searle & CO. now owns 81,082 shares of the oil and gas company’s stock worth $9,142,000 after buying an additional 3,530 shares during the period. Hedge funds and other institutional investors own 61.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have commented on XOM. BNP Paribas Exane upgraded shares of Exxon Mobil from an “underperform” rating to a “neutral” rating and set a $114.00 target price on the stock in a research note on Monday, December 8th. Bank of America increased their price objective on Exxon Mobil from $129.00 to $135.00 and gave the stock a “neutral” rating in a research note on Wednesday. Sanford C. Bernstein decreased their target price on Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. 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 report on Thursday, December 11th. Finally, Piper Sandler lowered their target price on Exxon Mobil from $144.00 to $142.00 and set an “overweight” rating for the company in a report on Thursday, January 8th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $133.93.

More Exxon Mobil News

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

Insider Activity

In related news, VP Darrin L. Talley sold 3,000 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was 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 owned 28,584 shares in the company, valued at $3,349,758.96. This trade represents a 9.50% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.03% of the stock is currently owned by insiders.

Exxon Mobil Trading Up 0.7%

Exxon Mobil stock opened at $141.43 on Friday. The company has a debt-to-equity ratio of 0.12, a quick ratio of 0.79 and a current ratio of 1.14. The stock has a market cap of $596.43 billion, a PE ratio of 20.56, a price-to-earnings-growth ratio of 14.84 and a beta of 0.37. The stock has a 50-day moving average of $122.80 and a two-hundred day moving average of $116.10. Exxon Mobil Corporation has a one year low of $97.80 and a one year 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 firm 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 for the quarter was down 1.3% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.67 earnings per share. On average, research analysts anticipate that Exxon Mobil Corporation will post 7.43 EPS for the current fiscal year.

Exxon Mobil Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Thursday, February 12th will be issued a dividend of $1.03 per share. The ex-dividend date of this dividend 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%.

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.