Kiltearn Partners LLP Sells 4,400 Shares of Exxon Mobil Corporation $XOM

Kiltearn Partners LLP trimmed its holdings in shares of Exxon Mobil Corporation (NYSE:XOM) by 7.6% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 53,783 shares of the oil and gas company’s stock after selling 4,400 shares during the period. Exxon Mobil comprises 1.2% of Kiltearn Partners LLP’s holdings, making the stock its 26th largest position. Kiltearn Partners LLP’s holdings in Exxon Mobil were worth $6,064,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Private Advisor Group LLC boosted its holdings in shares of Exxon Mobil by 0.5% during the third quarter. Private Advisor Group LLC now owns 593,020 shares of the oil and gas company’s stock worth $66,863,000 after acquiring an additional 2,909 shares during the period. PFG Advisors boosted its stake in shares of Exxon Mobil by 7.4% in the 3rd quarter. PFG Advisors now owns 44,421 shares of the oil and gas company’s stock valued at $5,008,000 after purchasing an additional 3,060 shares in the last quarter. ProVise Management Group LLC boosted its holdings in shares of Exxon Mobil by 5.3% during the 3rd quarter. ProVise Management Group LLC now owns 168,432 shares of the oil and gas company’s stock valued at $18,991,000 after acquiring an additional 8,531 shares in the last quarter. Altman Advisors Inc. boosted its position in Exxon Mobil by 0.6% during the 3rd quarter. Altman Advisors Inc. now owns 19,287 shares of the oil and gas company’s stock worth $2,175,000 after buying an additional 121 shares during the period. Finally, Prevail Innovative Wealth Advisors LLC lifted its holdings in Exxon Mobil by 14.6% during the 3rd quarter. Prevail Innovative Wealth Advisors LLC now owns 79,090 shares of the oil and gas company’s stock worth $8,917,000 after buying an additional 10,047 shares during the period. Institutional investors own 61.80% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Exxon Mobil in a research note on Monday, December 29th. Wells Fargo & Company cut their target price on Exxon Mobil from $158.00 to $156.00 and set an “overweight” rating on the stock in a research note on Monday, February 2nd. BMO Capital Markets reaffirmed a “market perform” rating and issued a $155.00 price target on shares of Exxon Mobil in a report on Wednesday, February 4th. Morgan Stanley lowered their target price on shares of Exxon Mobil from $137.00 to $134.00 and set an “overweight” rating on the stock in a report on Friday, January 23rd. Finally, BNP Paribas Exane downgraded Exxon Mobil from a “neutral” rating to an “underperform” rating and set a $125.00 price objective on the stock. in a research report on Tuesday, February 3rd. Nine investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $143.41.

Exxon Mobil News Roundup

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

• Positive Sentiment: Global oil prices have surged above $90/bbl on escalating Middle East tensions and supply cuts, lifting integrated producers’ near‑term cash flow prospects and benefiting XOM. Oil Prices Soar Past $90
• Positive Sentiment: Exxon is actively rerouting fuel and arranging shipments from the U.S. Gulf Coast (including a planned ~600k‑barrel gasoline shipment to Australia), showing operational flexibility to capture higher margins amid regional chokepoints. Exxon Mobil Reroutes Fuel And Revisits Venezuela
• Positive Sentiment: Exxon’s low‑cost growth assets (Permian and Guyana) and low breakeven production profile underpin a stronger medium‑term earnings outlook and justify investor interest during an oil upswing. Key Upstream Assets Fueling ExxonMobil’s Long-Term Outlook
• Positive Sentiment: Some sell‑side support remains—Bernstein reiterated a buy rating—providing institutional endorsement that can sustain investor demand. Bernstein Sticks to Its Buy Rating for Exxon Mobil
• Neutral Sentiment: Macro flows into dividend‑oriented trades (the “HALO” theme and dividend ETFs) are benefiting large, low‑obsolescence names like Exxon as investors seek yield and capital preservation. Investors Are Piling Into the ‘HALO’ Trade
• Neutral Sentiment: Technical analysis pieces warn oil stocks could see short‑term pullbacks after big moves, which raises the risk of volatility despite strong fundamentals. Are Oil Stocks Due for a Drop?
• Negative Sentiment: Insider selling reports have weighed on sentiment and coincided with short‑term weakness in the stock, creating near‑term selling pressure that can temper gains. Exxon Mobil Trading Down After Insider Selling
• Negative Sentiment: Governance changes—including director Jeffrey Ubben not standing for re‑election—add a degree of uncertainty around board composition and investor activism narratives. What Exxon Mobil’s Board Shift and Supply Rerouting Means
• Neutral Sentiment: Broader market noise (ETF/futures moves, an NYSE fine story) is influencing intraday flows but is not specific to Exxon’s fundamentals. NYSE fined $9 million by SEC

Exxon Mobil Price Performance

Shares of XOM stock opened at $151.31 on Monday. Exxon Mobil Corporation has a fifty-two week low of $97.80 and a fifty-two week high of $159.60. The company has a debt-to-equity ratio of 0.13, a quick ratio of 0.79 and a current ratio of 1.15. The business’s 50 day moving average price is $138.89 and its 200-day moving average price is $123.33. The firm has a market cap of $630.47 billion, a P/E ratio of 22.62, a P/E/G ratio of 1.24 and a beta of 0.35.

Exxon Mobil (NYSE:XOM) last released its earnings results on Friday, January 30th. The oil and gas company reported $1.71 EPS for the quarter, beating analysts’ consensus estimates of $1.63 by $0.08. Exxon Mobil had a return on equity of 11.21% and a net margin of 8.68%.The company had revenue of $80.04 billion during the quarter, compared to analysts’ expectations of $77.98 billion. During the same quarter last year, the business posted $1.67 EPS. The firm’s revenue for the quarter 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 earnings per share for the current year.

Exxon Mobil Dividend Announcement

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

Insider Activity

In related news, VP Darrin L. Talley sold 5,000 shares of the company’s stock in a transaction 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 owned 23,584 shares in the company, valued at approximately $3,295,864. This represents a 17.49% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In the last quarter, insiders sold 16,380 shares of company stock valued at $2,227,734. Company insiders own 0.03% of the company’s stock.

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.