Exxon Mobil (NYSE:XOM) Posts Earnings Results, Beats Estimates By $0.08 EPS

Exxon Mobil (NYSE:XOM) posted its quarterly earnings results on Friday. The oil and gas company reported $1.71 earnings per share for the quarter, beating analysts’ consensus estimates of $1.63 by $0.08, FiscalAI reports. Exxon Mobil had a net margin of 8.99% and a return on equity of 11.22%. The company’s quarterly revenue was down 1.3% on a year-over-year basis. During the same period in the prior year, the company posted $1.67 EPS.

Here are the key takeaways from Exxon Mobil’s conference call:

• ExxonMobil reported strong operational delivery in 2025 — upstream production averaged 4.7 million boe/d, unit earnings were more than double 2019 on a constant price basis, and the company completed all 10 key 2025 projects.
• Core growth engines are scaling — Guyana’s Yellowtail pushed gross Q4 output to ~875,000 b/d and four FPSOs are producing ~100,000 b/d above basis, while the Permian hit a Q4 record of 1.8 million boe/d and Exxon expects Permian volumes to exceed 2.5 million boe/d beyond 2030 via technology deployment.
• Financial discipline is driving shareholder returns — Exxon completed $20 billion in repurchases in 2025, has returned ~$150 billion in distributions over five years, and cites $15 billion of structural cost savings to date, supporting industry?leading ROCE and cash flow flexibility.
• Low?carbon and materials technologies are advancing but remain medium/long?term — Proxima products and advanced battery anode graphite show promising performance and Exxon cites ~9 million t/yr of CCS capacity/contracts, though commercialization and scale will take time.
• Near?term margin and geopolitical risks persist — base chemicals margins remain pressured by added supply despite solid demand, and expansion into additional acreage (e.g., force?majeure areas, Venezuela, Libya, Iraq) depends on legal rulings, fiscal terms, and geopolitical developments.

Exxon Mobil Trading Down 1.5%

Shares of Exxon Mobil stock traded down $2.12 during midday trading on Friday, reaching $138.40. The company had a trading volume of 11,773,401 shares, compared to its average volume of 19,253,178. The stock has a fifty day moving average price of $122.31 and a 200 day moving average price of $115.91. Exxon Mobil has a fifty-two week low of $97.80 and a fifty-two week high of $142.34. The firm has a market cap of $583.63 billion, a PE ratio of 20.11, a P/E/G ratio of 14.53 and a beta of 0.37. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.14 and a quick ratio of 0.79.

Key Headlines Impacting Exxon Mobil

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

• Positive Sentiment: Q4 earnings beat and operational strength: Exxon posted adjusted EPS of $1.71 (above consensus) and cited higher, lower?cost production in the Permian and Guyana plus refining resilience that supported results. Exxon beats Wall Street targets for Q4 profit
• Positive Sentiment: Solid quarterly / annual result details and shareholder focus: Exxon reported $6.5B Q4 net income and highlighted production, cost savings and shareholder returns in its results release. These details underpin buy?and?hold investor narratives. ExxonMobil Announces 2025 Results
• Positive Sentiment: Analyst optimism: Bank of America and coverage notes point to continued upside potential and long?term price appreciation expectations, supporting interest from institutional buyers. Bank of America Forecasts Strong Price Appreciation
• Neutral Sentiment: Management commentary on Venezuela: CEO Darren Woods said Venezuela is currently “uninvestable” and would require a transition to representative government for Exxon to consider re?entry — a geopolitical/strategy note that shapes optionality but not immediate earnings. Exxon CEO on Venezuela investment
• Neutral Sentiment: Portfolio re?shaping and energy transition moves: Reports describe a push into CCS and portfolio adjustments (including Fife plant exit) that affect long?term capital allocation and ESG positioning more than near?term cash flow. Exxon reshapes portfolio with CCS push
• Negative Sentiment: Revenue and full?year earnings softness: Full?year and GAAP results show declines versus 2024 (lower revenue and EPS on a yearly basis), and company commentary flagged crude price headwinds that pressure upstream margins. BusinessWire: 2025 results summary
• Negative Sentiment: Valuation and macro market headwinds: Shares are near record highs despite some trimmed profit forecasts and broader market moves (Fed?chair appointment headlines and risk sentiment) which have contributed to profit?taking and today’s downward pressure. Barron’s on valuation and earnings expectations Zacks pre?market macro note

Insider Transactions at Exxon Mobil

In other news, VP Darrin L. Talley sold 3,000 shares of the business’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $117.19, for a total value of $351,570.00. Following the transaction, the vice president owned 28,584 shares in the company, valued at approximately $3,349,758.96. The trade was a 9.50% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.03% of the company’s stock.

Institutional Investors Weigh In On Exxon Mobil

Large investors have recently modified their holdings of the company. Chapman Financial Group LLC acquired a new position in Exxon Mobil in the second quarter valued at $65,000. Wealth Watch Advisors INC bought a new position in shares of Exxon Mobil in the 3rd quarter worth about $72,000. Darwin Wealth Management LLC acquired a new position in shares of Exxon Mobil in the 2nd quarter valued at about $95,000. Quarry LP acquired a new position in shares of Exxon Mobil in the 3rd quarter valued at about $103,000. Finally, Harvest Fund Management Co. Ltd boosted its position in shares of Exxon Mobil by 12.9% during the 3rd quarter. Harvest Fund Management Co. Ltd now owns 1,253 shares of the oil and gas company’s stock valued at $138,000 after purchasing an additional 143 shares in the last quarter. 61.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of analysts have weighed in on XOM shares. Bank of America boosted their target price on shares of Exxon Mobil from $129.00 to $135.00 and gave the stock a “neutral” rating in a research note on Wednesday. Barclays upped their target price on Exxon Mobil from $130.00 to $140.00 and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Scotiabank reissued an “outperform” rating on shares of Exxon Mobil in a research note on Friday, January 16th. Weiss Ratings restated a “hold (c)” rating on shares of Exxon Mobil in a report on Monday, December 29th. Finally, Sanford C. Bernstein dropped their price objective on shares of Exxon Mobil from $142.00 to $137.00 and set an “outperform” rating for the company in a report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $132.74.

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.