Analyst Sentiment Shift: Social media users highlighted a rapid improvement in Wall Street's view of Exxon Mobil, with earnings estimate revisions turning sharply positive over recent months. Observers noted the company's strong profitability compared to peers in the energy sector. Analysts appear to be upgrading forecasts at a faster pace than for the broader group.
Corporate Governance Move: Discussions centered on shareholders approving the relocation of the company's legal domicile to Texas, overriding recommendations from major proxy advisors. This development sparked debates on corporate strategies in response to regulatory environments. Many viewed the vote as a significant governance signal.
Production and Market Outlook: Participants discussed growth prospects from key assets like the Permian Basin and Guyana, alongside potential risks from Middle East disruptions. Some emphasized the company's robust balance sheet supporting shareholder returns amid fluctuating oil prices. The overall tone reflected interest in long-term operational resilience.
Note: This discussion summary was generated from an AI condensation of post data.
Exxon Mobil Insider Trading Activity
Exxon Mobil insiders have traded $XOM stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $XOM stock by insiders over the last 6 months:
- DARRIN L TALLEY (VP - Corp Strategic Planning) has made 0 purchases and 7 sales selling 17,460 shares for an estimated $2,395,656.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Exxon Mobil Revenue
Exxon Mobil had revenues of $83.2B in Q1 2026. This is an increase of 2.59% from the same period in the prior year.
You can track XOM financials on Quiver Quantitative's XOM stock page.
You can access data on XOM stock through the Quiver Quantitative API.
Exxon Mobil Congressional Stock Trading
Members of Congress have traded $XOM stock 5 times in the past 6 months. Of those trades, 4 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $XOM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $100,000 on 02/10 and 1 sale worth up to $100,000 on 01/09.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/04, 02/02 and 0 sales.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/08.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Exxon Mobil Hedge Fund Activity
We have seen 2,197 institutional investors add shares of Exxon Mobil stock to their portfolio, and 2,231 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 11,518,718 shares (+3.7%) to their portfolio in Q1 2026, for an estimated $2,001,166,459
- STATE STREET CORP added 8,790,138 shares (+4.3%) to their portfolio in Q1 2026, for an estimated $1,527,125,617
- FMR LLC added 8,288,753 shares (+6.3%) to their portfolio in Q1 2026, for an estimated $1,440,019,149
- CAPITAL INTERNATIONAL INVESTORS removed 8,047,851 shares (-33.5%) from their portfolio in Q1 2026, for an estimated $1,398,166,835
- BANK OF AMERICA CORP /DE/ removed 6,668,553 shares (-8.9%) from their portfolio in Q1 2026, for an estimated $1,158,539,049
- NORGES BANK added 6,185,309 shares (+10.8%) to their portfolio in Q4 2025, for an estimated $744,340,085
- GOLDMAN SACHS GROUP INC added 5,848,882 shares (+22.3%) to their portfolio in Q1 2026, for an estimated $1,016,136,212
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Exxon Mobil Analyst Ratings
Wall Street analysts have issued reports on $XOM in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 02/02/2026
- Barclays issued a "Overweight" rating on 01/21/2026
- Freedom Capital Markets issued a "Sell" rating on 01/06/2026
To track analyst ratings and price targets for Exxon Mobil, check out Quiver Quantitative's $XOM forecast page.
Exxon Mobil Price Targets
Multiple analysts have issued price targets for $XOM recently. We have seen 18 analysts offer price targets for $XOM in the last 6 months, with a median target of $173.0.
Here are some recent targets:
- Nitin Kumar from Mizuho set a target price of $175.0 on 05/27/2026
- Betty Jiang from Barclays set a target price of $182.0 on 05/26/2026
- Bob Brackett from Bernstein set a target price of $182.0 on 05/11/2026
- Biraj Borkhataria from RBC Capital set a target price of $180.0 on 05/05/2026
- Manav Gupta from UBS set a target price of $174.0 on 05/04/2026
- Betty Zhang from Scotiabank set a target price of $163.0 on 04/22/2026
- Devin McDermott from Morgan Stanley set a target price of $171.0 on 04/17/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
