BWM Planning LLC Acquires 12,090 Shares of Exxon Mobil Corporation $XOM

BWM Planning LLC increased its holdings in shares of Exxon Mobil Corporation (NYSE:XOM) by 31.5% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 50,474 shares of the oil and gas company’s stock after acquiring an additional 12,090 shares during the period. Exxon Mobil comprises about 1.6% of BWM Planning LLC’s investment portfolio, making the stock its 16th biggest position. BWM Planning LLC’s holdings in Exxon Mobil were worth $6,074,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the business. Eagle Capital Management LLC grew its stake in shares of Exxon Mobil by 15.3% in the 1st quarter. Eagle Capital Management LLC now owns 2,836 shares of the oil and gas company’s stock valued at $337,000 after purchasing an additional 376 shares during the period. Caxton Associates LLP bought a new position in shares of Exxon Mobil during the 1st quarter worth approximately $305,000. Sivia Capital Partners LLC boosted its stake in Exxon Mobil by 1.9% in the 2nd quarter. Sivia Capital Partners LLC now owns 11,237 shares of the oil and gas company’s stock valued at $1,211,000 after buying an additional 207 shares in the last quarter. United Bank grew its position in Exxon Mobil by 2.8% in the second quarter. United Bank now owns 21,821 shares of the oil and gas company’s stock valued at $2,352,000 after acquiring an additional 600 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in Exxon Mobil by 17.4% in the second quarter. Schnieders Capital Management LLC. now owns 36,710 shares of the oil and gas company’s stock valued at $3,957,000 after acquiring an additional 5,443 shares during the period. Institutional investors and hedge funds own 61.80% of the company’s stock.

More Exxon Mobil News

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?

Insider Transactions at Exxon Mobil

In other news, VP Darrin L. Talley sold 5,000 shares of the firm’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $139.75, for a total value of $698,750.00. Following the transaction, the vice president owned 23,584 shares of the company’s stock, valued at approximately $3,295,864. This trade represents a 17.49% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. In the last 90 days, insiders have sold 11,460 shares of company stock worth $1,687,854. Corporate insiders own 0.03% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on XOM shares. Piper Sandler lifted their price objective on Exxon Mobil from $145.00 to $186.00 and gave the company an “overweight” rating in a report on Thursday, March 12th. BNP Paribas Exane lowered shares of Exxon Mobil from a “neutral” rating to an “underperform” rating and set a $125.00 target price on the stock. in a report on Tuesday, February 3rd. Loop Capital set a $123.00 target price on shares of Exxon Mobil in a research report on Tuesday, February 3rd. Morgan Stanley lifted their price target on shares of Exxon Mobil from $134.00 to $172.00 and gave the company an “overweight” rating in a report on Friday. Finally, BMO Capital Markets restated a “market perform” rating and issued a $155.00 price target on shares of Exxon Mobil in a research report on Wednesday, February 4th. Nine research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock 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 $128.13. The firm has a market capitalization of $713.22 billion, a price-to-earnings ratio of 25.59, a PEG ratio of 1.27 and a beta of 0.35. Exxon Mobil Corporation 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 released its earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, topping analysts’ consensus estimates of $1.63 by $0.08. The company had revenue of $80.04 billion during the quarter, compared to the consensus estimate of $77.98 billion. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The firm’s quarterly revenue was down 1.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $1.67 earnings per share. On average, analysts predict 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 was paid on Tuesday, March 10th. Shareholders of record on Thursday, February 12th were issued a dividend of $1.03 per share. This represents a $4.12 annualized dividend and a yield of 2.4%. The ex-dividend date of this dividend was Thursday, February 12th. Exxon Mobil’s payout ratio is currently 61.58%.

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.