Pzena Investment Management LLC Boosts Stock Holdings in Exxon Mobil Corporation $XOM

Pzena Investment Management LLC lifted its holdings in Exxon Mobil Corporation (NYSE:XOM) by 1.2% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 661,764 shares of the oil and gas company’s stock after purchasing an additional 7,678 shares during the period. Pzena Investment Management LLC’s holdings in Exxon Mobil were worth $74,614,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently modified their holdings of XOM. Westfuller Advisors LLC bought a new position in shares of Exxon Mobil in the 3rd quarter worth $30,000. Clayton Financial Group LLC purchased a new position in Exxon Mobil in the third quarter valued at about $40,000. TruNorth Capital Management LLC raised its holdings in Exxon Mobil by 1,595.2% in the third quarter. TruNorth Capital Management LLC now owns 356 shares of the oil and gas company’s stock worth $40,000 after purchasing an additional 335 shares in the last quarter. Bare Financial Services Inc lifted its position in shares of Exxon Mobil by 121.8% during the second quarter. Bare Financial Services Inc now owns 366 shares of the oil and gas company’s stock valued at $39,000 after buying an additional 201 shares during the last quarter. Finally, Halbert Hargrove Global Advisors LLC boosted its holdings in shares of Exxon Mobil by 95.8% in the 3rd quarter. Halbert Hargrove Global Advisors LLC now owns 370 shares of the oil and gas company’s stock valued at $42,000 after buying an additional 181 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors.

Key Stories Impacting Exxon Mobil

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

• Positive Sentiment: Exxon says it is committed to moving quickly to develop natural gas in Guyana — a growth market that could expand upstream volumes and long‑term gas revenues if timelines hold. Exxon committed to moving fast to develop gas in Guyana, executive says
• Positive Sentiment: Exxon will have senior management (Jack Williams) speaking at the Morgan Stanley Energy & Power Conference on March 3 — an opportunity for management to discuss capital allocation, Guyana progress and shareholder returns directly with investors. ExxonMobil to Speak at Morgan Stanley Energy & Power Conference
• Neutral Sentiment: Options-market activity is being analyzed for signals on near‑term positioning; such flows can indicate trader sentiment but don’t always translate to directional moves in the equity. What the Options Market Tells Us About Exxon Mobil
• Neutral Sentiment: A valuation review notes mixed signals on Exxon’s long‑term returns — attractive dividend/cash flow metrics vs. capital intensity and transition risks — implying more nuance than a simple buy/sell call. Assessing Exxon Mobil (XOM) Valuation As Mixed Signals Emerge On Long Term Returns
• Neutral Sentiment: Round‑up and dividend/stability lists mention Exxon as a dividend income option; useful for long‑term income investors but unlikely to move price sharply on its own. Want Decades of Passive Income? 3 Stocks to Buy Right Now
• Negative Sentiment: Brokerage consensus/target coverage published a mean target (~$140.59) below the current trading level, which could cap upside and prompt profit‑taking if analysts don’t lift targets. Brokerages Set Exxon Mobil Corporation (NYSE:XOM) Target Price at $140.59
• Negative Sentiment: Australia’s Federal Court fined Mobil Oil Australia A$16M (~$11.3M) for misleading petrol claims — a reputational and small financial hit that highlights regional regulatory/legal risk. Australian court fines Exxon’s local petrol brand $11.3 million for misleading claims

Exxon Mobil Stock Up 3.0%

Shares of XOM stock opened at $150.64 on Thursday. Exxon Mobil Corporation has a fifty-two week low of $97.80 and a fifty-two week high of $156.93. The firm has a market capitalization of $635.27 billion, a PE ratio of 22.52, a P/E/G ratio of 15.16 and a beta of 0.39. 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 stock’s 50-day simple moving average is $131.09 and its 200-day simple moving average is $119.55.

Exxon Mobil (NYSE:XOM) last issued its quarterly earnings results on Friday, January 30th. The oil and gas company reported $1.71 earnings per share for the quarter, topping the consensus estimate of $1.63 by $0.08. Exxon Mobil had a net margin of 8.68% and a return on equity of 11.21%. The company had revenue of $80.04 billion for the quarter, compared to the consensus estimate of $77.98 billion. During the same quarter in the prior year, the company earned $1.67 EPS. Exxon Mobil’s quarterly revenue was down 1.3% on a year-over-year basis. Equities analysts expect that Exxon Mobil Corporation will post 7.43 earnings per share for the current year.

Exxon Mobil Dividend Announcement

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

Analyst Upgrades and Downgrades

Several research analysts recently commented on XOM shares. Sanford C. Bernstein reduced their price objective on shares of Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. TD Cowen lifted their price target on shares of Exxon Mobil from $135.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, February 3rd. Loop Capital set a $123.00 price objective on Exxon Mobil in a research report on Tuesday, February 3rd. Royal Bank Of Canada increased their price target on Exxon Mobil from $145.00 to $150.00 and gave the company a “sector perform” rating in a research note on Monday, February 2nd. Finally, Bank of America raised their price target on Exxon Mobil from $129.00 to $135.00 and gave the stock a “neutral” rating in a report on Wednesday, January 28th. Nine research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Exxon Mobil presently has a consensus rating of “Hold” and an average price target of $140.59.

Insider Buying and Selling

In other Exxon Mobil news, VP Darrin L. Talley sold 3,230 shares of Exxon Mobil stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $149.18, for a total transaction of $481,851.40. Following the completion of the transaction, the vice president owned 20,354 shares in the company, valued at approximately $3,036,409.72. This trade represents a 13.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Insiders have sold 14,230 shares of company stock valued at $1,888,421 over the last 90 days. 0.03% of the stock is currently owned by corporate insiders.

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.